Samuel Pond is a CFP® with six years of industry experience, currently serving as a financial advisor at Keener Financial Planning since 2020. His prior experience includes roles at Raymond James Financial Services and Carter Advisory Services. He is a member of GPN Alliance, Inc., which owns the Garrett Planning Network, and dedicates time monthly to this professional association. Keener Financial Planning advises individuals, trusts, small businesses, organizations, and pension plans, offering modular financial planning and portfolio management through hourly, flat fees, or ongoing retainers. The firm emphasizes a long-term, largely passive investment approach using low-cost index funds and ETFs, with selective active management and quarterly portfolio reviews.

Reem Hussein is a CFP® with six years of industry experience currently serving at Azzad Asset Management, Inc. She has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, MML Investors Services, and MassMutual/Spectrum Financial Group. In addition to her advisory role, she teaches an online course on Financial Literacy and Well-Being as an adjunct professor at Shepherd University. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, foundations, endowments, registered mutual funds, trusts, and small businesses. The firm focuses on socially responsible Islamic investing, using proprietary screening tools to exclude certain industries and offering multiple asset-allocation strategies through a combination of its investment team and independent model managers.

Randall White is a financial advisor with ACP Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with ACP Capital Management since 2015 and is also associated with ACP Securities, LLC. He is registered with ACP Capital Management to service personal and family accounts. ACP Capital Management provides discretionary and non-discretionary investment management to individuals, private funds, and institutional clients. The firm uses model-based and manager-led strategies incorporating ETFs, UCITS, fixed income, and alternative exposures, and offers services including separately managed accounts, wrap fee programs, and consolidated wealth reporting.

Claire Snider is a financial advisor at Meristead Wealth, LLC with a Series 65 designation and three years of industry experience. She previously worked at Stansberry Asset Management and Moneta. Meristead Wealth, LLC offers discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, utilizing a value-oriented investment approach that combines macro analysis and fundamental research across global equities and credit. The firm also manages private credit funds for accredited investors and retirement accounts.

William Schultz is a financial advisor with Leo Wealth Americas, LLC, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Leo Wealth Americas since 2025 and has also worked at BFT Financial Group, LLC since 2002. His other business activities include fixed health and life insurance sales, which occupy about one percent of his time. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to a diverse client base, including individuals, trusts, foundations, and institutional clients such as sovereign wealth funds and municipal governments. The firm employs both systematic and discretionary investment strategies with a focus on diversification, tax efficiency, and low-cost ETF implementation, and conducts multi-stage due diligence on third-party managers and sub-advisors.

Stephen Nelson is a CFP® and holds Series 63, AIF®, and CEPA® designations, with 11 years of industry experience. He has worked at Mills Wealth Advisors, LLC since 2018 and previously held roles at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Mills Wealth Advisors serves individuals and high-net-worth clients, focusing on executives and business owners and their families. The firm provides wealth management services including financial planning, business planning, retirement-plan advisory, portfolio management, and consulting, and is notable for sponsoring and managing private pooled investment vehicles with a fiduciary, goal-driven planning process.

Troy Willcox is a financial advisor at Forthright Capital with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Forthright Capital, he worked at Brushfire Technology for eight years and Gateway Church for four years. Forthright Capital Advisory, LLC is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets, serving individuals, retirement plans, corporations, and charitable organizations. The firm primarily employs passive investment management using its model portfolios and incorporates outside managers as appropriate, with regular portfolio reviews conducted on a quarterly basis.

Zachary Butler is a financial advisor at Signal Securities, Inc. with 20 years of industry experience. He has been with Signal Securities since 2007 and holds the Series 65 and Series 63 licenses. Butler is also the owner of Butler Investment Group, which offers insurance products to clients. Signal Securities provides advisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and a consultative process, delivering advice primarily on a non-discretionary basis using model portfolios and customized allocations.

Thye Soon Foo is a financial advisor at Leo Wealth Americas, LLC with a Series 65 designation and one year of industry experience. Prior to joining Leo Wealth Americas, he worked at Jachin Capital PTE, Ltd. for seven years. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to individuals, trusts, retirement plans, foundations, and institutional clients, including sovereign wealth funds and government entities. The firm employs a mix of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Zaphrey Williams is a financial advisor at Leo Wealth Americas, LLC with 32 years of industry experience. He holds a Series 63 designation and has worked at BFT Financial Group, LLC since 2004. In addition to his advisory work, he operates a tax preparation and bookkeeping service. Leo Wealth Americas offers portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, institutions, and other clients. The firm employs a combination of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Katherine Neill is a financial advisor at D.H. Hill Advisors, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity and Aragon Asset Management. Neill also operates a business solutions and marketing consulting company, Only Chin LLC, and is involved in insurance sales and service as a sole proprietor. D.H. Hill Advisors provides comprehensive wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, and trusts, offering investment management, retirement-plan consulting, and access to alternative investments and insurance-related advice. The firm utilizes a combination of tactical asset allocation, quantitative and technical analysis, and tax-aware strategies across both firm-managed and advisor-managed portfolios.

Brian Drolet is a CFP® with 17 years of industry experience, currently serving at Prestige Wealth Management since 2025. His prior roles include positions at Osaic Advisory Services, Arbor Point Advisors, Securities America, Kestra Financial, and SagePoint Financial. He also works as an insurance agent outside of his advisory practice. Prestige Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 client relationships. The firm employs an asset-allocation approach using various investment vehicles and offers discretionary management, financial planning, retirement plan advisory, and coordinated tax preparation through an affiliated entity.

Maurice Whittaker is a financial advisor with Meristead Wealth, LLC, holding Series 63, Series 66, and Series 65 designations and 17 years of industry experience. His prior roles include positions at Stansberry Asset Management and E*TRADE Capital Management. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, utilizing a combination of top-down macro analysis and fundamental bottom-up research to pursue value-oriented global equity and credit strategies. The firm manages multiple private credit funds and engages in specialized investment approaches including distressed and income-oriented positions.

Geoffrey Erwin is a CFP® professional with 27 years of experience in the financial services industry. He currently works at BakerAvenue, where he has been since 2022. His previous roles include positions at Fidelity Personal and Workplace Advisors and Strategic Advisers, as well as Fidelity Brokerage Services. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. organizations, offering portfolio management, financial planning, family office services, and specialized strategies including estate and philanthropy planning. The firm employs a combination of fundamental, quantitative, and technical analysis with tactical asset allocation across various named strategies.

James Turco is a financial advisor with Thurston Springer Advisors, holding Series 63, 65, and 66 licenses and five years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Bank. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum processes, and manages accounts typically on a discretionary basis.

Justin Davis is a financial advisor with Grimes & Company in Southlake, TX, holding the CFP® designation and securities licenses Series 63 and Series 66. He has 17 years of industry experience, including roles at J.P. Morgan Securities and TD Ameritrade. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, providing discretionary investment management and financial planning. The firm uses proprietary research and diverse investment strategies, including third-party long/short and options strategies, and is known for its affiliated private investment vehicle and work with other advisers and municipal clients.

Margaret Thompson is a financial advisor at Prospera Financial Services, Inc. with 28 years of industry experience. She has been with Prospera since 2004 and holds a Series 66 designation. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering a range of investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

Mark Connell is a financial advisor with Regal Investment Advisors LLC in Grapevine, TX, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Aion Retirement, ProVision, PAGA, LLC, and Gateway Church. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers, serving their individual, high-net-worth, and corporate clients through a sub-advisory platform managing approximately $2.88 billion across proprietary and third-party strategies.

Sabrina Baker is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 63 licenses and four years of industry experience. Her career has been primarily with Navy Federal entities, including roles at Navy Federal Credit Union and Navy Federal Brokerage Services. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm uses third-party portfolio managers and offers services including model-driven asset allocation, unified managed accounts, and a Private Wealth Consulting program for clients with $1,000,000 or more.

Tristan Bishop is a CFP® professional with two years of experience in the financial advisory industry. He currently works at Grimes & Company and has held prior roles at Lido Advisors, Third Act Wealth Management, Lifeway Financial Corporation, Mission 2540, Buffalo Springs Church, and Texas Tech University. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, providing discretionary investment management, financial planning, and non-investment implementation referrals. The firm employs customized investment strategies using proprietary research and manages allocations across various asset types, including mutual funds, ETFs, and individual securities.