David Abdulky is a financial advisor at Momentum Independent Network Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SWS Financial Services Inc. since 2003. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing third-party managers and integrated platforms to deliver customized investment solutions.

Scott Barth is a financial advisor with Secure Asset Management, L.L.C., holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. for 12 years. Outside of his advisory role, Barth serves on the board of directors for Staton Oaks HOA and owns a holding company for St. Croix Cellars, a winery, which requires approximately five hours of weekly involvement. Secure Asset Management, L.L.C. serves individual clients ranging from non‑high-net-worth to high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analyses, often utilizing third-party money managers and trading signals, and manages held-away employer accounts through a third-party platform.

Brandi Holmes is a CFP® with 25 years of industry experience, currently with Advisory Services Network. She previously worked at Calton & Associates, Inc. and Fidelity, and has been associated with Anchor Private Planning since 2015. Holmes is also licensed as an insurance agent involved in the sale and service of insurance products. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of portfolio management, financial planning, and consulting services, employing strategies tailored to clients’ objectives and risk tolerances.

Matthew Beaver is a financial advisor at Inspire Advisors, LLC with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at firms including Ameriprise Financial Services and Grit Wealth Management. Outside of advisory work, he serves as a business development manager for clients in the manufacturing sector through his role at Factur. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individual clients, institutions, charitable organizations, broker-dealers, and other advisers. The firm incorporates Biblically Responsible Investing using its proprietary Inspire Impact Score™ and employs a blend of fundamental, technical, and quantitative methods to build diversified portfolios.

Amin Kotadia is a financial advisor with Archer Investment Corporation in Hurst, TX, holding a Series 66 designation and 21 years of industry experience. Prior to joining Archer in 2019, he worked at H.D. Vest Advisory Services and related entities from 2004 to 2017. He also operates Amin Kotadia CPA PC, a tax preparation and accounting firm, and manages an independent insurance agency. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers customized portfolio management and model-based strategies, with a focus on diversified allocations across multiple asset classes and regular account reviews.

Sanden Leavers is a financial advisor at BakerAvenue Asset Management with one year of industry experience. He holds a Series 65 designation and is based in Southlake, Texas. Prior to joining BakerAvenue in 2025, he had a nine-year period without registered advisory roles. BakerAvenue is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm provides discretionary portfolio management, financial planning, family office services, and specialized strategies that combine quantitative, fundamental, and tactical allocation tools.

Matthew Gallagher is a CFP® with 13 years of experience in financial advisory. He is currently with CreativeOne Wealth, LLC and has held roles at Prosperity Wealth Management, Gallagher & Sons Wealth Management, Client One Securities, and Gallagher Financial Group. He also offers fixed insurance products through Prosperity Wealth Management. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors. The firm primarily manages discretionary accounts using a combination of proprietary models and third-party managers, employing strategies that include ETFs, mutual funds, options, and private investments.

Thomas Smith is a financial advisor at Legacy Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Realta Investment Advisors, Inc., Realta Equities, Inc., and Capital Markets IQ. Smith also operates Bering Financial, LLC, a life insurance and fixed annuity sales business. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies including in-house models, sub-advisers, and alternative investments tailored to clients’ objectives and risk tolerances.

Steven Harlass is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Thrivent Investment Management Inc and Thrivent Financial since 2014. Outside of his advisory role, he serves as an elder at Soulthirst Church, a Lutheran church in the Dallas-Fort Worth area, participating in leadership, worship, and community ministry activities. Thrivent Advisor Network provides investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers. The firm typically constructs diversified portfolios using low-cost mutual funds and ETFs while also offering other investment options and continuous account monitoring.

Stewart Scothorn is a financial advisor at Advisor Share Wealth Management, LLC with a Series 65 designation. He has one year of industry experience and has been employed at Advisor Share Wealth Management since 2026. He also has a longstanding role at The Benefit Link, Inc., where he has worked since 2010. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform used by independent advisers, implementing client strategies through third-party sub-advisers and model portfolios.

Anthony Kulhanek is a financial advisor at Realta Investment Advisors, Inc. with 36 years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Titan Securities, Coastal Investment Advisors, Crescent Advisors Group, and Realta Equities. Kulhanek is also president of Kulhanek Investment Specialty Services, a firm focused on asset protection from litigation. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, pension and profit-sharing plans, and various institutional clients. The firm employs an individualized approach to portfolio management, utilizing asset allocation across multiple investment types and offering a range of third-party manager programs and participant education services.

Joy Kirsch is a financial advisor with Merit Financial Advisors in Southlake, TX, holding a Series 63 license and over 40 years of industry experience. Her prior experience includes roles at LPL Financial, Mass Mutual Investors Services, and Purshe Kaplan Sterling Investments. Outside of her advisory work, she is a limited partner in a business entity that owns a cell phone tower. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified investment approach managed through centralized model portfolios, supported by both discretionary and non-discretionary account services.

Mitchell Zaelit is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc. and TD Ameritrade. He also serves as a digital product director focused on wealth management and robo-advice products. Ally Invest Advisors serves a broad retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated and advisor-led services. The firm employs ETF-based portfolios aligned with Modern Portfolio Theory and delivers investment management at scale through digital and automated processes.

Charles Bingham is a CFP® with 21 years of industry experience, currently serving as an advisor at Sunbelt Securities, Inc. since 2010. He holds the Series 66 designation and has been involved in fixed life insurance sales on a limited basis outside of his advisory role. Sunbelt Securities manages approximately $2.0 billion across a diverse client base including individual investors, charitable organizations, and corporate clients, offering portfolio management, financial planning, and access to third-party money managers through a network of independent advisory representatives.

Derrick Same is a financial advisor at Signal Advisors Wealth, LLC in Fort Worth, TX, with five years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Legacy Retirement Solutions, Gradient Securities, Advocate Financial Partners, MWA Financial Services Inc, Modern Woodmen of America, and Orkin Pest Control. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation approach combined with fundamental, quantitative, and technical analysis while supporting several thousand retail accounts.

Nicholas Yokley is a Series 65-licensed advisor with Signal Advisors Wealth, LLC, based in Fort Worth, TX, with one year of industry experience. Prior to joining Signal Advisors Wealth, he worked at Legacy Retirement Solutions and American Senior Benefits. He also maintains activities as an insurance agent, selling various insurance products. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded IARs, and their retail clients. The firm uses a primarily top-down, tactical asset allocation process with sector rotation and supplements it with fundamental, quantitative, and technical analysis.

Victor Sanchez is a financial advisor at Verity Asset Management with one year of industry experience. He holds a Series 65 designation and previously worked for Albuquerque Public Schools for 16 years. Outside of his advisory role, he is involved with a nonprofit organization, Behind The Flag, Inc., where he serves as a board member and helps organize training and fundraising events. Verity Asset Management is an SEC-registered firm providing discretionary portfolio management, retirement-plan advisory, and financial planning services to individual, corporate, and institutional clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party manager models.

Charles Elhoff Jr. is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 63 designation and 52 years of industry experience. He has worked at several firms, including LPL Financial and Good Life Advisors, LLC. Outside of advisory roles, he is a licensed life and health insurance agent and serves as a FINRA arbitrator. Great Valley Advisor Group is an SEC-registered multi-team investment adviser that serves individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers to tailor portfolios to client objectives.

Kurt Koke is a financial advisor with Prospera Financial Services, Inc. in Hurst, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Prospera since 2004. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Jeremy Witbeck is a CFP®, CFA®, and Series 65-registered financial advisor at RWA Wealth Partners with 13 years of industry experience. He previously worked at Adviser Investments, LLC and Polaris Greystone Financial Group, LLC. In addition to his advisory career, he serves as an adjunct lecturer at California Lutheran University, teaching graduate-level financial planning courses. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored plans. The firm emphasizes strategic asset allocation and uses an open-architecture platform combining mutual funds, ETFs, separate accounts, and private pooled vehicles, supported by customized fixed income management and a mix of fundamental and quantitative strategies.