William Alexander Harrison III

Erica Schnabel is a CFP® and CFA® with seven years of industry experience, currently serving as the sole advisor at Mountain Flower Investments & Planning, LLC. Her prior experience includes roles at Colorado Capital Management and First National Bank. She serves as an outside investment committee member for the Colorado State University Other Post Employment Benefits Trust. Mountain Flower Investments & Planning provides investment management and integrated financial planning primarily for individual and high-net-worth clients, combining passive index-based ETFs with selective active management to deliver personalized portfolio construction and continuous oversight.

Terry Roberts is a financial advisor with PCK Investments in Martindale, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at PVK Investments since 2008 and has been associated with The Variable Annuity Marketing Company since 1978. PCK Investments advises individual participants in 403(b) tax-deferred annuity plans at educational institutions and a smaller number of IRA/Roth IRA clients. The firm focuses on portfolio construction, fund selection, and periodic reviews, managing assets on a non-discretionary basis with client approval required for all changes.

Juan Garces is a financial advisor at Annualitix with 10 years of industry experience and holds a Series 65 designation. He has worked primarily with 57 West Capital Advisors, Inc. and related entities since 2012. Garces is also a shareholder in 57 West Capital Holdings, Inc., participating in shareholders' meetings occasionally. Annualitix is an independent, single-advisor firm that provides discretionary portfolio management and financial consulting to individuals, families, and companies. The firm employs an equity-focused, long-term investment approach using independent research and proprietary valuation software, managing about $1.9 million in assets across approximately 15 client accounts.

Robert Brown IV is a financial advisor at Brownsboro Financial with nine years of industry experience. He holds a Series 65 designation and has been with Brownsboro Financial since its founding in 2016. Outside of advising, Brown is involved in several entrepreneurial ventures, including co-ownership of a company producing pancake makers and participation in a hospitality business planning AirBNB-style accommodations. Brownsboro Financial provides investment management and financial planning services to individual clients, including high-net-worth individuals. The firm emphasizes passive investment strategies using index mutual funds and ETFs, employs third-party managers for client allocations, and integrates financial planning with an accounting perspective unique among independent advisors.

Tyson Fuller is a CFP® and Series 66-licensed advisor with nine years of industry experience. He is currently with Q3 Advisors, LLC and has held positions at Cardone Wealth Advisors, Domain Money Advisors, and several financial services firms including BBVA and FSC Securities. He is also the owner and investment adviser representative of A Penny Planned LLC, an independent investment advisory firm. Q3 Advisors, LLC is a multi-team firm serving clients through a collaborative approach involving twelve advisors.

Brandon Barber is a financial advisor at Savvy with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Savvy in 2025, he worked at Proliant and ADP-affiliated firms. Outside of advising, he serves as secretary and board member at Links International and works as a principal sales executive at Paycor Inc., a provider of HR and payroll solutions. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.