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.

Kathryn Mcneely is a financial advisor with Journey Advisory Group, LLC in Temple, TX, holding Series 65 and Series 66 credentials and bringing eight years of industry experience. She has been affiliated with Lang Advisors, LLC since 2013 and is a member of Total Retirements, LLC, providing financial planning and investment management services. Journey Advisory Group serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term, strategic asset allocation approach tailored to clients’ objectives and tax considerations, managing approximately $1.65 billion in assets with discretionary account management.

Frank Fuller is a financial advisor at Momentum Independent Network Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Independent Advisors, LLC for 23 years. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm offers multiple managed account programs through discretionary and non-discretionary structures, integrating broker-dealer operations with banking and municipal advisory capabilities within the Hilltop group.

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.

Raleigh White V is a Series 66 licensed financial advisor with 14 years of industry experience. He currently works at Momentum Independent Network Inc., joining the firm in 2026 after 14 years at Stifel Independent Advisors, LLC. Outside of his advisory role, he is involved in residential real estate through co-ownership and ownership in related entities. Momentum Independent Network Inc. serves individual, corporate, and institutional clients with investment advisory, portfolio management, financial planning, and brokerage services. The firm offers a variety of managed account programs and integrates broker-dealer operations with banking and municipal advisory services, providing both discretionary and non-discretionary portfolio solutions.

Chance Scott Dial is a financial advisor at Creative Planning with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at Creative Planning since 2021. His prior experience includes roles at Lockton Investment Advisors and Lockton Financial Advisors, as well as positions at Oklahoma Christian University and Air-Ad Promotions. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Kasey Davis is a CFP® with 24 years of industry experience, currently advising at Private Advisor Group, LLC. She previously worked at Centaurus Financial Inc. for 12 years and has maintained an insurance agency through The Benefit Group, LLC since 2009. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions, utilizing both proprietary and third-party platforms.

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.

John Bailey is a CFP® with 29 years of experience in the financial services industry. He is currently with Independent Advisor Alliance, LLC and has held prior roles at Independent Financial Partners, 360 Wealth Management LLC, and LPL Financial. In addition to his advisory work, he is a licensed notary public. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm provides both discretionary and non-discretionary portfolio management and integrates technology platforms to support client wealth and estate planning.

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.

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. Ripley is a co-owner of Cedarwood Financial Partners, LLC, a private entity established to facilitate advisory business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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.

Patricia Wilder is a Series 66-licensed financial advisor with 12 years of industry experience. She is currently with CWM, LLC and has previously worked at Edward Jones and LPL Financial. Wilder volunteers with the Dripping Springs Lions Club, where she mentors children and performs eye exams. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, typically managing accounts discretely with model portfolios and a combination of fundamental and technical analysis.

Troy Bennett is a financial advisor with Independent Financial Group, LLC in Temple, Texas, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Independent Financial Group since 2010, with prior experience at Ameritas Investment Company, LLC and Carillon Investments, Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm uses a combination of firm- and third-party investment models, strategic asset allocation, and ongoing portfolio monitoring across various risk profiles.

Gabriel Logsdon is a financial advisor at SPC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sigma Planning Corporation and Sigma Financial Corporation since 2014. Outside of finance, he serves as the senior pastor and president of the board of directors at Calvary Chapel Temple in Temple, TX, and is involved in family agricultural businesses. SPC serves a diverse clientele including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment options along with co-advisor arrangements with third-party managers.

Todd Vincent is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 29 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 26 years before joining Commonwealth in 2022. Outside of his advisory role, Vincent is involved in managing several business ventures, including co-ownership of a wedding venue in Gatesville, TX. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction while offering model portfolios managed by its Investment Management and Research team.

Tyler Vincent is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Prior to joining Commonwealth in 2026, he held various roles including at Cedarwood Financial Partners and multiple business ventures such as The Vincent Homestead and Paramount Wastewater Solutions. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Kevin Meyer is a CFP® professional with 16 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He has prior experience with LPL Financial and Waddell & Reed, Inc., among other firms. Meyer is also involved in an investment-related business operating as SP Meyer & Co, LLC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and retirement plans, offering services such as asset management, financial planning, and retirement consulting. The firm employs a network model with hundreds of advisory representatives and utilizes various portfolio management strategies and technology platforms to support client needs.