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 10 years of industry experience. He holds a Series 65 credential and has been associated with Brownsboro Financial and Cottage Consulting Corp. since 2016. Outside of his advisory role, Robert is involved in several entrepreneurial ventures, including co-owning a company that produces pancake makers and a hospitality business planning to offer short-term accommodations. Brownsboro Financial provides investment management, financial planning, and advisory services to individual clients, including high-net-worth individuals. The firm emphasizes passive investment strategies primarily through index mutual funds and ETFs, supplements client portfolios with third-party managers, and offers ongoing planning retainer engagements.

Henry Arellano is a Series 66-credentialed financial advisor with 15 years of industry experience. He has worked at Advisory Services Network since 2023 and previously spent 12 years with Edward Jones. Outside of advising, he is the founder of APREMIER Consulting, which develops coaching and training products for business process optimization, and owns an auto repair shop. Advisory Services Network serves individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent investment adviser representatives. The firm provides a range of advisory services including portfolio management, financial planning, and retirement plan consulting, employing diverse investment strategies tailored to clients’ objectives and risk tolerances.

Daniel Jensen is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials and four years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. Daniel is also a general partner and equity holder in Let's Go Ball, a sports directory website he developed with his father. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.