Matthew Greenwood

Daniel Ashley is a financial advisor at Signal Securities, Inc. with 31 years of industry experience. He has been with Signal Securities since 2001 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in insurance sales. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on risk management through diversified, model-based portfolios and a consultative process tailored to client financial data, time horizon, and risk tolerance.

Daniela Cronin is a financial advisor at Octavia Wealth Advisors LLC with a Series 65 credential. She has eight years of industry experience, including five years at Shusterman Wealth Management and four years at Eddie V's prior to joining Octavia Wealth Advisors. Octavia Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm manages approximately $1.79 billion in client assets through a multi-advisor team, employing a long-term investment approach that combines fundamental and technical analysis across diversified portfolios.

James Neathery is a financial advisor with RedHawk Wealth Advisors, Inc. in Alvarado, TX, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has worked at RedHawk Wealth Advisors since 2008 and has served as President and CEO of James C. Neathery & Associates Inc. since 1991, where he is involved in the sales and service of insurance products. Additionally, he engages in retail sales of books, DVDs, and numismatic coins. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, utilizing a structured investment committee, third-party risk tools, and multiple platform arrangements to support adviser recommendations.

Rex Russell is a financial advisor with Ausdal Financial Partners, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to joining Ausdal in 2025, he worked at Moloney Securities Asset Management LLC and related entities for nine years, as well as Payson Petroleum and Wealth Advisor Marketing. Outside of his advisory role, he serves as a deacon and life group teacher at Northpointe Church, is an author receiving royalties from his published book, and chairs a committee for the nonprofit YoungLife in Johnson County, TX. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, combining advisory, brokerage, and insurance services with multiple investment strategies and custodial options.

Timothy Shugrue is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at firms including Fisher Investments, Charles Schwab & Co., Inc., and Allstate Financial Services. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund.

Jay Moore is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 credentials and has 28 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC from 2016 to 2021 before joining Kestra in 2021. Outside of his advisory role, he is involved in real estate through managing membership in private real estate holdings. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, vendor benchmarking, and investment due diligence, serving various client types including large institutional investors.