Frederick Mowery is a financial advisor with Compass Financial Management LLC in Allen, Texas, holding a Series 63 designation and 38 years of industry experience. He previously managed Mowery Capital Management LLC for 23 years. Outside of his advisory role, he is an insurance agent involved in marketing and sales of traditional life insurance, long-term care, and fixed annuities. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm employs various investment strategies including equities, fixed income, mutual funds, and ETFs, using both internal models and third-party managers.

Ashley Clark is a financial advisor with Root Financial Partners in Sachse, TX, holding a Series 65 designation and two years of industry experience. Prior to joining Root Financial Partners in 2026, Clark worked at Cain, Watters & Associates, LLC for six years and has experience at Kepner CPA and Solis Mammography. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and retirement-plan relationships. The firm emphasizes broadly diversified, passive allocations using index funds and ETFs, tailoring portfolios to client objectives, risk tolerances, and tax considerations.

Hannah Murray is a financial advisor with Thrivent Advisor Network, LLC in Plano, TX, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior work history includes roles at Thrivent Financial, National Financial Services LLC, Fidelity Investments, MML Investors Service, LLC, Andrew Associates, and Kohls. Thrivent Advisor Network provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using low-cost mutual funds and ETFs, supported by continuous account monitoring and access to independent managers and model portfolios.

Matthew Sanchez is a financial advisor at Simplicity Wealth based in Allen, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Simplicity Wealth, he has held roles at AdvisorEdgeOS LLC and Ascend Financial Group, LLC. Outside of financial services, he has been involved with Switchback Coffee Roasters since 2021. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational solutions for advisors, including a managed account platform and customizable investment models.

Frank Zaccardo is a financial advisor with Kingswood Wealth Advisors, LLC in Plano, TX. He holds Series 63 and Series 65 credentials and has 22 years of industry experience, including prior roles at LPL Financial and Merrill. Outside of his advisory work, he operates a personal photography business, Gump Productions. Kingswood Wealth Advisors serves a diverse client base, including retail and institutional investors, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs a tailored, open-architecture investment approach and is notable for its integration with affiliated financial entities and its operational model supporting insurance-linked account management.

Laura Sweeney is a financial advisor with The Mather Group, LLC in Plano, TX. She holds Series 63 and Series 65 designations and has 23 years of industry experience. Prior to joining The Mather Group in 2021, she worked for Southern Wealth Investment Advisors LLC for 16 years. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm utilizes an evidence-based investment approach with customizable strategies, supported by AI and machine-learning tools under human oversight.

Kenneth Shade is a Series 66 licensed financial advisor with 27 years of industry experience. He is currently with Sunbelt Securities, Inc. and has held positions at multiple firms including Reef Securities and Chapwood Securities Inc. Shade’s work history spans various roles within the financial services sector. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through a network of investment adviser representatives. The firm provides a range of strategies and portfolio management services, including the Sunbelt RD wrap-fee program and standalone financial planning.

Jason Dempsey is a CFP® with 24 years of industry experience. He is currently with USAA Investment Services Company and USAA Life Insurance Company, having previously worked at Charles Schwab Bank, Charles Schwab and Co., and various USAA affiliates. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members through phone and digital channels, facilitating referrals to third-party broker-dealers or advisers rather than managing client assets directly.

Nora Brazier is a financial advisor at B. Riley Wealth Advisors, Inc. with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Stifel Nicolaus & Co Inc and Merrill. Brazier is also involved with Eisenhauer Wealth Management, a marketing name for financial securities business conducted through B. Riley Wealth Management. B. Riley Wealth Advisors provides investment advice and portfolio management to individuals, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a variety of programs including advisor-managed portfolios, third-party managed programs via the Envestnet platform, and internally managed models, overseeing approximately $4.21 billion in client assets.

La Tunya Hanley is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include positions at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, Avantax Investment Services, TD Ameritrade, J.P. Morgan Securities, and TIAA-CREF. Outside of finance, she worked for Uber Eats for one year. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering ongoing portfolio management and financial planning. The firm utilizes diversified portfolios comprising mutual funds, ETFs, individual equities, bonds, and alternative investments, supported by continuous account monitoring and access to independent managers.

John Stephens is a financial advisor at Royal Fund Management, LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has managed his own CPA firm since 2000. Outside of advising, Stephens is involved in several business ventures including serving as CEO of Lag Box, LLC, a product manufacturing company, and president of ZComp, LLC, which provides payroll services. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with portfolio management, financial planning, and pension consulting services. The firm employs a range of investment strategies supported by fundamental, technical, and cyclical analysis, and offers specialized options such as non-traded REITs and an options-writing overlay for enrolled clients.

Joelle Hinds is a CFP® with 10 years of industry experience, currently advising at Facet since 2023. Her prior roles include positions at Morgan Stanley and OneAmerica Securities. She serves on the Board of Trustees at Stevens Institute of Technology and is a public member of the Texas Bar Association Grievance Committee. She is also involved with JH2 Solutions, LLC as a collaborative divorce professional and financial neutral. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households through remote communication and a proprietary web platform. The firm uses model-based asset allocations and technology-driven processes to deliver tax-optimized and comprehensive financial planning services.

Jake Stephens is a financial advisor at Royal Fund Management, LLC, holding a Series 65 license with one year of industry experience. His prior work includes roles at Globelife, The Range In McKinney, and Allen Independent School District. He is also a licensed independent insurance agent in Texas, specializing in life and health insurance. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm offers ongoing portfolio management, financial planning, and pension consulting, applying fundamental, technical, and cyclical analysis to develop tailored investment strategies.

Smitha Thomas is a CFP® professional with 20 years of experience in the financial industry. She has worked at Wealthcare Advisory Partners LLC since 2019 and previously held roles at LPL Financial and Independent Financial Partners. She is also a licensed insurance agent. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets and serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that incorporates behavioral economics and quantitative measures to build long-term portfolios.

Timothy Crain is a financial advisor at Archer Investment Corporation based in Longview, TX. He holds a Series 65 designation and has been involved with Bass Energy Services LLC since 2007. Outside of his advisory role, he provides CPA, tax, and accounting services through Succentrix Business Advisors. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies. The firm manages approximately $900 million using a process that includes comprehensive financial assessments and diversified portfolio construction across multiple asset classes.

Harvey Fladeland is a financial advisor with Arkadios Wealth Advisors in Rockwall, TX, holding Series 63 and Series 65 licenses and 37 years of industry experience. His prior work includes roles at Frost Brokerage Services, IFS Financial Services, Touchstone Securities, Axa Distributors, and Invesco. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans executed through various internally managed and third-party solutions, employing a combination of fundamental, technical, and cyclical investment analysis.

Sandra Sutter is a financial advisor with BCG Securities, Inc., holding Series 63 and Series 65 licenses and with 24 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, JP Morgan Chase Bank, N.A., and LPL Financial. Sandra is currently based in Garland, TX. BCG Securities serves institutional retirement plans and individual clients with accounts above $25,000, offering portfolio management, financial planning, and pension consulting services. The firm emphasizes tailored investment policy statements and predominantly non-discretionary advice, utilizing independent third-party managers and a range of analytical approaches.

Shahmeen Khan is a financial advisor at Meridian Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Southport Capital, Comerica Bank, and Wells Fargo. Meridian Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services using a network model that includes both employees and independent contractors.

Anna Apodaca is a CFP® professional with 17 years of industry experience, currently with Mercer Global Advisors Inc. Her prior roles include positions at TD Ameritrade, Scottrade, and Lake Point Wealth Management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a variety of implementation options.

Mario Coiradas is a financial advisor at First Command Advisory Services with two years of industry experience. He holds a Series 66 designation and previously served 21 years in the United States Marine Corps. In addition to his advisory role, he is co-owner of Marco Properties LLC, where he engages in real estate investment decisions in eastern North Carolina. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a 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 portfolios with a controlled selection of third-party managers.