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.

Paul De Rosa is a CFP® with 38 years of experience in the financial industry. He is the sole advisor at De Rosa Asset Management, LLC, an independent firm he has led since 2024. His prior experience includes ten years at Gateway Advisory, LLC and fourteen years at Merrill. De Rosa Asset Management provides discretionary investment management to individuals, trusts, estates, corporations, and other business entities, managing approximately $50 million in assets. The firm uses a dynamic, model-driven approach focused on ETFs, including Buffer ETFs, and applies technical analysis to adjust equity exposure and cash holdings.

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 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.

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.

Sean Paige Best is a financial advisor at Sound Income Strategies, LLC with nine years of industry experience. He holds the Series 66 designation and has held roles at firms including Fisher Investments, Charles Schwab & Co., Inc., and Morgan Stanley. He serves as a Fire Support Officer in the Texas National Guard. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies combined with fundamental and technical analysis, offering customized portfolios and third-party manager allocations.

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.

Jonathan Ellefson is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked for Intervest International Equities Corporation for 32 years before joining Ausdal in 2024. Outside of advisory work, he operates Ellefson & Associates, a business through which he continues to conduct investment-related activities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, delivering strategies through both discretionary and non-discretionary accounts with a broad range of investment options.

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.

Humberto Vasquez is a Series 66-registered advisor with First Command Advisory Services, bringing six years of industry experience. He has held roles at multiple First Command entities since 2019 and concurrently serves in the U.S. Army. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios.

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.

Boyd De Zonia is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at The Vanguard Group, Charles Schwab & Co., Inc., and eToro. Outside of his advisory role, 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 their participants, as well as to certain individual investors. The firm’s approach integrates with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates over short-term market forecasts.

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.

Jaylynn Gibson is a financial advisor with First Command Advisory Services in Killeen, TX, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to her advisory role, she served five years in the U.S. Army. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized investment management team to select model portfolios and third-party managers.

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.