Thomas Cooper is a CFP® and the principal of Whisper Wealth Advisors LLC with two years of experience in financial advising. He previously worked at Maxwell Locke & Ritter LLP for seven years and owns an accounting firm, Thomas Cooper CPA PLLC. Whisper Wealth Advisors LLC provides discretionary investment management and financial planning services, employing a combination of passive and active strategies focused on asset allocation. The firm uses both direct management and third-party model portfolios and offers flexible billing options including percentage-of-assets fees and project-based planning.

Michael Killeen is a financial advisor with Burr Financial Services, LLC in Belton, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Independent Financial Group for ten years before joining Burr Financial Services in 2022. Outside of advisory services, he is an insurance agent offering life and long-term care insurance through Trumark Insurance Services. Burr Financial Services provides investment advisory and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-method investment process and offers tailored portfolios incorporating both long- and short-term strategies, alongside services such as retirement, trust and estate, tax integration, education, and insurance planning.

Samantha Varacalli is a CFP® certificant affiliated with The Personal Wealth Coach in Salado, TX. She has less than one year of industry experience and has held roles at Northwestern Mutual Wealth Management Company and other firms since 2024. The Personal Wealth Coach serves individuals, families, trusts, foundations, and employer-sponsored retirement plans, providing investment portfolio design, discretionary portfolio management, and limited financial planning. The firm employs a Modern Portfolio Theory-based investment approach emphasizing strategic asset allocation and fund selection guided by Morningstar ratings and management criteria.

Jeffrey Mcclure is a CFP® with 34 years of industry experience, currently serving as an advisor at The Personal Wealth Coach since 2007. He holds a Series 63 license and works from Salado, TX. The Personal Wealth Coach advises individuals, families, trusts, foundations, and employer-sponsored retirement accounts, providing investment portfolio design and discretionary portfolio management alongside limited personal financial and business planning. The firm’s investment approach is grounded in Modern Portfolio Theory, focusing on strategic asset allocation and disciplined fund selection, with an emphasis on value and mid-cap exposures.

Jacob Mcclure is a financial advisor with The Personal Wealth Coach, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with The Personal Wealth Coach since 2007. Outside of advising, he owns a sole proprietorship involved in artwork and serves as chairman of the board for Salado Montessori Inc., a nonprofit educational institution. The Personal Wealth Coach advises individuals, families, trusts, foundations, and employer-sponsored retirement accounts, providing investment portfolio design, discretionary portfolio management, and limited financial and business planning. The firm’s investment approach is based on Modern Portfolio Theory, focusing on strategic asset allocation across multiple asset classes and using Morningstar criteria for fund selection.

Kathryn Mcneely is a financial advisor at Journey Advisory Group, LLC with eight years of industry experience. She holds Series 65 and Series 66 licenses and has been associated with Lang Advisors, LLC since 2013. Journey Advisory Group serves a diverse client base including high-net-worth individuals, trusts, estates, charities, corporations, and retirement plans. The firm employs a long-term investment strategy with discretionary portfolio management and uses a variety of analytical methods and instruments to manage approximately $1.47 billion in assets.

Russell Price is a financial advisor at Nelson Securities, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Nelson Securities since 1988. Outside of his advisory work, Price is a licensed geologist providing freelance consulting services and serves as a director of Snowshoe Mining. Nelson Securities, Inc. manages approximately $272 million for over 2,000 clients, offering discretionary investment management and consulting services to a diverse client base including individuals, families, trusts, and organizations. The firm utilizes a combination of fundamental and technical analysis across various investment strategies, tailoring asset allocations based on detailed investor profiles and continuously monitoring client accounts.

John Bailey is a CFP® professional with 28 years of experience in the financial services industry. He is affiliated with LPL Financial and has held roles at Independent Advisor Alliance, LLC, Independent Financial Partners, and 360 Wealth Management LLC. Outside of his advisory work, he is a licensed notary public. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a broad network of investment adviser representatives.

Frank Fuller is a financial advisor with Stifel Independent Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Stifel Independent Advisors since 2003. Stifel Independent Advisors serves a wide range of clients, including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm uses a collaborative planning process with proprietary capital market assumptions and probabilistic modeling to tailor asset allocation recommendations.

Maria Garza is a financial advisor at Portfolio Medics, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at firms including Wealth Watch Advisors and Horter Investment Management. Outside of advisory work, she owns Platinum Tax Advisory, where she provides tax preparation services, and is also an independent insurance agent. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services using a blend of strategic and tactical approaches.

Kevin Meyer is a CFP® professional with 16 years of experience in the financial services industry. He is affiliated with LPL Financial and Independent Advisor Alliance, LLC, where he provides investment advisory services. His career includes roles at Waddell & Reed, Inc and Independent Financial Partners. Meyer also operates SP Meyer & Co, LLC, a business entity used for tax and investment purposes. LPL Financial serves a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by an in-house research team that provides model portfolios and various investment solutions tailored to client needs.

Chance Scott Dial is a financial advisor with Creative Planning, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Lockton Investment Advisors, Lockton Financial Advisors, and Lockton Companies. Outside of finance, he has work experience with Oklahoma Christian University and involvement in promotional and event-related businesses. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process centered on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Boyd De Zonia is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Vanguard Group and eToro. Outside of finance, he is involved with Triforce Group, which creates mobile games, and Snider and Son's Restoration, a vehicle restoration consulting business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail clients. The firm offers integrated services tied to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by sponsors.

Austin Kohring is a financial advisor at GWN Securities Inc. with a Series 66 designation and one year of industry experience. Prior to joining GWN Securities, he worked at John King Financial Group, Inc. Outside of finance, he is employed at Home Depot in order fulfillment. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.

Merrill Snowden Jr. is a financial advisor at Benjamin F. Edwards & Company, Inc. with 28 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. He has been with Benjamin F. Edwards since 2018. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm offers a variety of advisory programs and investment strategies, combining firm-developed and third-party models, with ongoing oversight from an Investment Strategy Committee.

Bryson Seekins is a financial advisor with PNC Wealth Management in Belton, TX, holding Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Cadence Wealth Management, Eagle Strategies, NYLIFE Securities LLC, and New York Life. He also serves as Treasurer for the Belton United Wesley Foundation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio platform for employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Samantha Hilliard is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with First Command and its affiliated entities since 1996. Outside of her advisory role, she is actively involved in the Arabian horse community as President of the Arabian Hunter Pleasure Association, a nonprofit organization, and participates in buying, selling, and showing horses through her Pecan Valley Farm. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charities, offering comprehensive financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and structured planning engagements, supported by an in-house investment management team that manages discretionary portfolios based on fundamental analysis and portfolio principles.

Shannon Young is a financial advisor with PNC Wealth Management, holding a Series 66 designation and eight years of industry experience. She has worked at PNC since 2021 and previously held roles at BBVA Wealth Solutions Inc., BBVA Securities Inc., Compass Bank, and BBVA Compass Insurance Agency, Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm employs algorithm-driven model selection and delegates portfolio management to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Dylan Ripley is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining Commonwealth in 2022. He is a co-owner of Cedarwood Financial Partners, LLC, a private entity established to facilitate advisory business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and support services, including model portfolios and personalized investment solutions, while providing operational and compliance resources to affiliated advisors.

Angel Santiago is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has seven years of industry experience, previously working at Edward Jones, Raymond James Financial Services, and Extraco Wealth and Trust. Outside of his advisory role, Santiago has been an independent distributor for 4Life Research since 2004. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, and operational support. The firm offers various investment solutions, including discretionary model portfolios and personalized indexing, while supporting advisors with compliance and practice management services.