Bryan Smith

Matthew Ervin is a CFP® with 10 years of experience in financial advising. He is currently a financial advisor at Smart Money Group, LLC and has held roles at Calton & Associates, Inc., VSR Advisory Services, VSR Financial Services Inc., and Kennedy Financial Services. Outside of his advisory work, he is involved in livestock management as a part-time farm laborer. Smart Money Group, LLC serves individuals, trusts, retirement plans, and business entities, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a disciplined investment process combining asset allocation, fundamental and technical analysis, and uses a range of securities including ETFs and derivatives, while also providing tax, corporate, and estate planning services.

Joshua Scott is an advisor at Fortress Financial Solutions, LLC with a Series 65 designation and has been in the industry since 2023. Prior to joining Fortress, he worked at Federal Employee Benefit Advisors and Tucson Valley Investments. Outside of his advisory role, he is involved with Federal Employee Benefits Advisors, offering life insurance and fixed annuity products. Fortress Financial Solutions, LLC is a fee-only, SEC-registered advisory firm serving high-net-worth individuals, business owners, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a combination of charting, fundamental, and technical analysis through an in-house Investment Committee to construct model portfolios, offering both discretionary and non-discretionary services.

Charlotte Hillegas is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with First Command in various capacities since 2005. Outside of her advisory role, she is the owner of G3 Financial, a non-investment-related business. First Command Advisory Services serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform that combines financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching with structured planning engagements and uses an in-house team to manage model portfolios on a discretionary basis.

Jodie Barnes is a financial advisor with LPL Financial in Millsap, TX, holding Series 63 and Series 65 licenses and with 25 years of industry experience. Prior to joining LPL Financial in 2017, she spent 20 years at Investment Centers Of America, Inc. Barnes is also involved in non-variable insurance sales through several related entities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with insurance and lending products through its large network of investment adviser representatives.

Chuck Blanton is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he operates a CPA practice focused on tax preparation and accounting services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Benjamin Muirhead is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 28 years of industry experience. He has been associated with MML Investors Services since 1997 and Massachusetts Mutual Life Insurance Company since 1995. In addition to his advisory role, Muirhead is also licensed as an agent providing individual and group life and health insurance products. Mass Mutual Investors Services, LLC is a broker‑dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charities, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning and event-driven services such as estate settlement and employer-sponsored programs.