Evan Mitchell is a financial advisor with Bankers Life Advisory Services, Inc. in Grand Prairie, TX. He holds a Series 66 designation and has over a decade of experience, including ten years managing Mitchell's Furniture and Mattress City before joining Bankers Life and its affiliates in 2024. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Carman Kubanda is a financial advisor with Innovative Wealth Building LLC in Fort Worth, TX, holding a Series 66 license and six years of industry experience. Prior to joining Innovative Wealth Building in 2023, he worked at First Command Financial Planning, Inc. and several other firms. Kubanda is also the owner of Wellbeing Financial, LLC, which provides insurance services and lead generation. Innovative Wealth Building LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs long-term trading strategies guided by fundamental analysis and modern portfolio theory, managing accounts on both discretionary and non-discretionary bases.

David Morales is a financial advisor at First Command Advisory Services with Series 6, 63, and Series 65 licenses and one year of industry experience. Prior to joining First Command, he served in the U.S. Navy from 2015 to 2019 and received his bachelor’s degree in Finance at the University of San Diego. First Command Advisory Services serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through a multi-service platform offering financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led financial coaching and provides tailored professional services through structured engagement cycles.

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.

Dominic Hilario Javier is the principal of DEAJ Insurance and Investments Consulting, holding a Series 65 license and entering his first year in the financial advisory industry. He has prior experience with DEAJ Investments LLC and SGC Investments Limited. Outside of advisory services, he is involved with DEAJ Oil and Gas Consulting. DEAJ Insurance and Investments Consulting provides financial planning and non-discretionary investment advisory services to individuals, families, businesses, and nonprofit organizations. The firm combines licensed insurance brokerage and risk-management services with investment advice, offering portfolio approaches that include both third-party managed accounts and actively managed investments across a broad range of asset classes.

Kyle Lee is a financial advisor at Bard Investment Group, LLC, holding a Series 65 credential with one year of industry experience. Prior to founding Bard Investment Group in 2025, he worked at American First Finance, People 2.0, ACE Cash Express, and D.R. Horton. In addition to his advisory role, he maintains a separate contract programming business. Bard Investment Group provides financial planning, portfolio management, and educational seminars primarily for individuals, high-net-worth individuals, and small businesses. The firm emphasizes low-cost, broadly diversified index funds and ETFs, with portfolio management conducted on a non-discretionary basis and regular client reviews.

Austin Taylor is a CFA® charterholder and holds a Series 63 license with eight years of industry experience. He has been the sole advisor at Bow Stream Investments LLC since 2015. Bow Stream Investments LLC provides discretionary investment management to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and managed investment pools. The firm focuses on fundamental and economic analysis, specializing in microcap U.S. common stocks with concentrated core portfolios, and employs a variety of strategies including options and leverage for qualified accounts.

John Mckeel is a financial advisor at Mckeel Capital Management in Flower Mound, TX, holding a Series 63 designation with 22 years of industry experience. He has been with Mckeel Capital Management since 2009. Mckeel Capital Management is a fee-only, independent investment adviser serving individuals, including high-net-worth clients, as well as corporate and business entities. The firm offers financial planning, consulting, and portfolio management, implementing customized investment policies with a focus on both third-party managers and a variety of securities, typically managing client assets on a discretionary or non-discretionary basis.

Lacy Rogers is a CFP® professional with 11 years of industry experience, currently operating as the sole advisor at The Dedicated Dollar since 2021. She previously worked at Hilltop Securities, Morgan Stanley, and Wells Fargo Clearing. The Dedicated Dollar is an independent, state-registered investment adviser serving individual clients, including high net-worth households, with tailored portfolio management and a variety of financial planning services. The firm employs a Modern Portfolio Theory-based approach using passive asset-class portfolios and offers both project-based and ongoing planning, including business-planning consulting for small business owners.

Kevin Freeman is the sole advisor at Freeman Global Investment Counsel in Keller, TX. He holds the CFA® designation, Series 63 and 65 licenses, and has 21 years of industry experience. He has operated Cross Consulting and Services, LLC since 2004. Freeman serves on the board of directors for Galectin Therapeutics, a publicly held company, and provides consulting to major financial services companies on the nature and future potential of their businesses. Freeman Global Investment Counsel offers portfolio management and investment supervisory services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm emphasizes global equities and employs a combination of charting, fundamental, technical, and cyclical analysis, managing client assets directly without outsourcing to third-party managers.

Joel Light is the sole advisor at Light Capital Management LLC in Colleyville, TX, holding a Series 65 designation with seven years of industry experience. He has managed Light Capital Management since 2018 and also operates Light Capital LLC, a personal investment entity for trading his own assets. Light Capital Management LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a range of investment strategies, including the use of leverage, derivatives, and alternative investments, and offers both discretionary portfolio management and one-time financial plans tailored to clients’ risk tolerance and time horizons.

Matthew Beeby is a financial advisor at Harvest Capital Management in Aledo, TX, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stephens from 2014 to 2018. Outside of advisory work, he owns and manages residential real estate investments through MHB Real Estate Investments, LLC. Harvest Capital Management provides investment advisory and planning services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a long-term, modern portfolio theory approach with fundamental analysis, offering services such as portfolio management, financial planning, and pension consulting.

Ryan Mc Lin is a CFP® and holds a Series 66 license with six years of industry experience. He is currently the sole advisor at Impact Wealth Group and has prior experience with Ameriprise Financial Services, Clearfork Wealth Management, and Lincoln Financial Advisors. Mc Lin serves as an unpaid board member for HopeKids, a nonprofit focused on fundraising and event coordination. Impact Wealth Group provides portfolio management and financial planning services to individual clients and facilitates employer-sponsored retirement plans through a third-party manager. The firm employs a combination of fundamental, technical, quantitative, and charting analysis with a long-term trading approach tailored to client goals and risk tolerance.

Corey Callaway is the sole advisor at Callaway Financial Services in Arlington, TX, holding a Series 63 designation with 42 years of industry experience. He has operated Callaway Financial Services, Inc. and Callaway Insurance Agency since 2000. Outside of financial advising, he is a 15% owner of Arlington Today Magazine. Callaway Financial Services offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and solicitor services for a diverse client base including individuals, families, trusts, businesses, banks, and retirement plans. The firm employs an active, momentum-based investment approach with regular rebalancing and weekly reviews, utilizing analytical methods such as charting, fundamental and technical analysis, and provides both model and custom portfolios as well as options to use third-party managers.

Sean started his financial services career in 2004 with the desire to help others achieve their financial goals. In a sales-driven culture, Sean strove to put his clients’ needs above his own, as evidenced by a decision, early in his career, to move to a fee-based model that has now become the industry model. Today, Sean remains passionate about helping guide his clients through what can often seem like a tidal wave of information - knowing that without an experienced advisor, this information can overwhelm investors of all ages, but especially those preparing for or in retirement. Sean walks alongside his clients every step of the way, to ensure that each one feels well-informed, supported, and confident in their financial decisions. Sean is a CERTIFIED FINANCIAL PLANNER TM, Qualified Kingdom Advisor TM. In addition to his certifications, he has been awarded the Five Star Wealth Manager award seven times. He also serves on the Business Advisory Council for Tarrant County College, a board member for Fellowship of Christian Athletes NE Tarrant County, and a Charter member of the Trophy Club Rotary Club. Sean is a proud graduate of Texas Christian University, where he earned a degree in Political Science. While at TCU, Sean was a member of the football team and attributes his strong work ethic and team-building mindset to his time as an athlete. Sean went on to earn his MBA with a concentration in Financial Planning from the University of Dallas. Outside of the office, Sean is an avid hunter and outdoorsmen. He can also often be found on the field, serving his community by coaching his children’s sports teams. Sean is a member of 121 Community Church and lives in Trophy Club, Texas, with his beautiful wife Kerry (TCU ’99) and their two children.

Edward Whelan is the principal of EMW Capital Advisors, LLC, an independent firm based in Fort Worth, TX. He holds a Series 65 designation and has 20 years of industry experience. In addition to his advisory role, Whelan serves as Chief Financial Officer of Bobby Cox Companies, Inc., a holding company with operations in restaurants, real estate, and ranching, and as Treasurer for CNR, Inc., a holding company with interests in chemical manufacturing and distribution. EMW Capital Advisors serves individual and trust clients through separately managed accounts and acts as adviser and general partner to a pooled private fund, also accepting corporate clients. The firm employs a value-oriented equity approach combining fundamental company analysis with a macroeconomic overlay and a proprietary ranking framework, implementing both long and short positions in portfolios tailored to client objectives.

Ross Heath is a Series 65-licensed financial advisor based in Flower Mound, TX, currently serving as the sole advisor at AI Investor 360. He has been associated with SAS since 2014 and joined AI Investor 360 in 2025. AI Investor 360 is a state-registered investment manager specializing in discretionary portfolio management and custom model construction for pooled vehicles and institutional clients. The firm integrates traditional investment analysis with AI-based optimization techniques grounded in Modern Portfolio Theory to tailor portfolios toward specific objectives such as low volatility, dividend income, or high growth.

Colby Van Sickler is the sole advisor at F3 Wealth Management, LLC in Arlington, TX, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citadel Wealth Management LLC prior to founding F3 Wealth Management in 2015. Outside of advisory services, he is involved in non-variable insurance, including life, health, disability, long-term care, and fixed annuities. F3 Wealth Management is an independent, single-advisor firm serving individuals, trusts, and estates. The firm manages approximately $8.4 million across about 41 client relationships, providing investment management through third-party sub-advisers, financial planning, and educational seminars. Clients select or approve portfolios constructed by sub-advisers, with many relationships involving client-directed investment decisions.

Chukwudi Uraih is a financial advisor at Lampados Financial Group, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Booz Allen Hamilton. Uraih serves in the United States Army Reserve. Outside of financial advising, he is the owner and CEO of Lampados Realty Group TX, LLC, which focuses on acquiring real estate for rental purposes. Lampados Financial Group provides fee-only financial planning and investment advisory services to individuals, families, professionals, and investors in firm-managed investment funds. The firm employs a proprietary methodology combining fundamental analysis and algorithmic cash-flow modeling to evaluate financial scenarios and emphasizes diversified, long-term, risk-aware strategies for individual accounts, alongside real-asset acquisition for its funds.

Peter Stranberg is the sole advisor at Stranberg Capital LLC in Southlake, TX, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has managed Stranberg Capital since 1998. Stranberg Capital provides discretionary portfolio management services primarily to individuals and high-net-worth clients, managing approximately $103 million across about 51 accounts. The firm employs an analytical investment approach based on Modern Portfolio Theory, broad diversification, and relative-value tilts, with portfolios managed fully discretionary and primarily focused on retirement income.