Wyatt Broome is a financial advisor with Foundations Investment Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at AE Wealth Management, Fidelity Investments, Purshe Kaplan Sterling Investments, and 49 Financial. He is also associated with Impact Partners Financial, where he engages in insurance sales. Foundations Investment Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of investment strategies and utilizes model portfolios with discretionary or non-discretionary authority assigned to its representatives.

Amanda Ton is a financial advisor with Arax Advisory Partners, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Her prior roles include positions at U.S. Capital Wealth Advisors, USCA Securities LLC, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of advising, she is the owner of ADATIS Corp & ADATIS Ltd, a holding company for personal real estate investments. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and various advisory services, employing a fiduciary approach with in-house and external portfolio management teams utilizing a range of traditional and alternative investments.

John Sicola is a ChFC® and Series 63 designated advisor with seven years of industry experience. He is currently with Gradient Advisors, LLC and previously worked at AE Wealth Management, The Lloyd Financial Group, and operated his own firm, Sicola Advisory Group, for five years. Outside of his advisory work, he is a member of the Knights of Columbus, a Catholic fraternal charity organization. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities, delivering these through a network of Investment Advisor Representatives and third-party money managers. The firm uses a largely non-discretionary model, incorporating fundamental, technical, and cyclical analysis in portfolio management, and oversees approximately $1.39 billion in total platform assets.

Map On is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Navy Federal, Map worked at Bank of America, Merrill, Simply Business, Farmers Financial Solutions, and other firms. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third‑party portfolio managers and provides layered investment solutions including unified managed accounts and digital automated ETF portfolios.

Summer Roberts is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and seven years of industry experience. Prior to joining Foundations in 2023, she worked at AE Wealth Management, LLC for four years and has been involved with Impact Partners Financial, LLC since 2010, where she serves as CEO. Outside of advisory work, she is president and chairman of the board at Lola Business Development, Inc., and serves as a board member and treasurer for The Galloway School, a private Christian school. Foundations Investment Advisors, LLC offers financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis and works with model portfolios and multiple third-party sub-advisers to deliver customized investment advice.

Jared Carlin is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 66 licenses and having nine years of industry experience. Prior to his current role, he worked at AE Wealth Management, LLC, Carlin Financial Group, Altamarea Group, and other firms. He is also involved in insurance sales through Carlin Financial Group. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, utilizing a combination of fundamental, technical, and cyclical analysis alongside model portfolios and sub-advisory arrangements.

Sally Witt is a CFP® and ChFC® with 32 years of experience in the financial services industry. She has been with BFC Planning, Inc. since 2013 and also works with Securities Management & Research, Inc. Outside of her advisory role, Witt serves as vice president of the Council of Business Women and is involved with nonprofit efforts addressing homelessness and mental health, including founding the Hunter Landon Witt Foundation. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms, with investment strategies typically involving stocks, bonds, mutual funds, and ETFs.

Sara Ferrell is a financial advisor at Trek Financial with 15 years of industry experience. She holds a Series 66 designation and has worked previously at firms including Concurrent Investment Advisors, Raymond James, Wells Fargo, Morgan Stanley, and Invesco. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm combines strategic and tactical portfolio construction with evidence-based models and fundamental analysis, providing a wide range of systematic strategies, alternative investment options, and direct indexing with tax-loss harvesting.

Nita Singhal is a financial advisor at St. Bernard Financial Services, Inc. with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Mass Mutual Investors Services, MetLife Securities, and Saxony Securities. Outside of her advisory role, she is a passive owner in a software-related consultancy business and operates a personal securities trading consultancy. St. Bernard Financial Services serves individuals, families, trusts, estates, and small businesses with portfolio management and investment implementation, employing a long-term, conservative growth approach based on Modern Portfolio Theory and tactical asset allocation. The firm operates with a dual investment adviser and broker-dealer structure and generally manages client assets on a non-discretionary basis.

Gerald Brooks is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and one year of industry experience. He has worked at Momentum Financial Group since 2001 and is the founder of an insurance agency specializing in fixed indexed annuities and life insurance products. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a range of investment strategies and utilizes third-party sub-advisers and custodians to support its services.

Robert Wilson is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at LPL Financial, Premier America Credit Union, Bank of America, and Merrill. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs that utilize third-party portfolio managers.

Jesse Carrillo is a financial advisor with Capital Analysts in Sugarland, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Lincoln Investment since 2016 and Dearborn & Creggs since 2015. Outside of advising, Carrillo is co-founder and consultant for Rooted Life, an education consulting venture where he engages as a speaker and facilitator on topics related to education, leadership, and work/life balance. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, and institutions, providing portfolio management and retirement-plan advice through both discretionary and non-discretionary approaches supported by an in-house investment management team and third-party managers.

Andres Rodriguez is a financial advisor at Royal Fund Management, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at AR Financial Group Inc. as a junior partner and insurance agent, where he provided life and health insurance quotes and fixed indexed annuity illustrations. Andres also worked at the University of Houston Clear Lake from 2019 to 2023. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by offering portfolio management, financial planning, and pension consulting. The firm employs a range of strategies from long-term investing to options writing, with regular portfolio monitoring aligned with documented risk tolerances.

Kristen Hrncir is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Capital Analysts. Her career includes roles at Valic Financial Advisors, Wells Fargo Clearing, and Agia. She is a managing member of KLH Financial LLC and a partner at Red River Wealth Advisors. Capital Analysts provides services to retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a combination of in-house investment management and third-party managers, supported by a proprietary mutual-fund screening process and nationwide advisor network.

Danielle Davis is a financial advisor at ON Investment Management Company with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fidelity and Guaranty, American General Life Insurance, and AIG Capital Services. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary management and incorporates third-party investment programs alongside its proprietary services.

Farokh Billimoria is a CFP® with 24 years of industry experience, currently serving at Sowell Management. He previously worked at Concert Wealth Management, Inc. and operates a CPA practice dating back to 1983. Outside of his advisory work, he spends part of the year on tax preparation and has spoken for The American Financial Education Alliance. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with a range of portfolio management and financial planning services. The firm offers various investment styles, including strategic and tactical allocation, model portfolios, and third-party manager selection, supported by an independent-contractor model of more than 100 advisors.

Andrea Young is a financial advisor at HBW Advisory Services LLC with two years of industry experience. She holds a Series 65 credential and previously worked for Gentec Inc for 20 years before retiring in 2023. Outside of her advisory role, Young is also active as an insurance agent selling final expense insurance policies. HBW Advisory Services manages approximately $1.75 billion in assets and serves individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and model portfolios, and it provides a mix of retail, institutional, and intermediary services, including sub-advisory and retirement-plan subscription offerings.

Douglas Horne is a financial advisor at Foundations Investment Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Alphastar Capital Management LLC, SageGuard Financial Group, LLC, and Aspen Wealth Management. Outside of advisory work, he is an independent insurance agent associated with Aspen Wealth Management and Dollars and Sense Radio. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing model portfolios and an asymmetric rebalancing approach to manage investments.

Jeffery Farris is a Certified Financial Planner (CFP®) with 29 years of industry experience. He is affiliated with Capital Analysts and has a long tenure at Lincoln Investment Planning, Inc., working there for 21 years, alongside over 30 years at Peb Financial Group, Inc. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Jesse Dietz is a Certified Financial Planner (CFP®) with 20 years of experience in the financial services industry. He is currently with Gibbs Wealth Management, LLC and has held prior positions at firms including Retirement Planners of Texas, which he founded and managed. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients, utilizing third-party model portfolios through advisor-directed programs. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance.