Patrick Deist is a CFP® professional with 10 years of industry experience. He currently works at Oakwell Private Wealth Management and has previously held roles at Hilltop Securities, Merrill, UBS Financial Services, and Fidelity Brokerage Services LLC. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts by providing portfolio management, financial planning, and retirement plan services. The firm employs a disciplined investment approach that includes fundamental, technical, and cyclical analysis, as well as various trading strategies and may allocate assets to third-party managers.

John Mc Glothlin III is a CFP® with nine years of industry experience, currently serving at Crusonia Wealth Advisors LLC. His prior experience includes five years at Southwest Retirement Advisors, LLC, and three years at Southwest Retirement Consultants. He also worked at the Kelly School of Business, Indiana University, for one year. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by providing discretionary portfolio management, portfolio design, and financial planning services. The firm employs a multi-disciplinary investment approach that includes a range of asset types and analysis methods and maintains an affiliation with Crusonia Tax Advisors for standalone tax services.

Joseph Berkel is a financial advisor with McNally Financial Services Corporation, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with McNally Financial Services Corporation since 2003. Outside of advising, he is an independent insurance agent and is involved in sports officiating. McNally Financial Services Corporation provides financial planning and portfolio management to individuals and small businesses, serving both non-high-net-worth and high-net-worth clients. The firm uses fundamental analysis to build diversified portfolios across various asset classes and combines advisory, broker-dealer, and insurance activities.

Darby Armont is a CFP® and CFA® with 25 years of industry experience. He is currently with Richard P. Slaughter Associates, Inc., where he has worked for over 23 years across two tenures. Armont serves as a volunteer commissioner on the CFP Board of Standards' Disciplinary and Ethics Commission. Richard P. Slaughter Associates, Inc. provides wealth management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm emphasizes active asset management combined with comprehensive financial planning, utilizing a range of strategies including fundamental and technical analysis, manager selection, and the use of derivatives and borrowing in managed accounts.

Barbara Traylor Smith is a ChFC® credentialed financial advisor with over 20 years of industry experience. She has worked at Foundations Investment Advisors LLC since 2019 and previously held roles with WealthSource Partners, Avant Garde Advisors, May-Investments Management, and Retirement Outfitters, the latter of which she owns and serves as president. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm utilizes model portfolios and a combination of fundamental, technical, and cyclical analysis, supported by third-party sub-advisers and custodians.

Angel Escobedo is a CFP® with five years of industry experience, currently serving at Fiduciary Financial Advisors. His prior experience includes roles at Origin Financial, Capasso Planning Partners LLC, Charles Schwab & Co., Inc., and Lake Tahoe Wealth Management. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments with fundamental, technical, and quantitative analysis, and offers specialized services such as professional trustee administration and access to private alternative funds.

Reid Limegrover is a financial advisor at Victory Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC and Nalco Champion. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach that integrates Modern Portfolio Theory with fundamental, cyclical, and behavioral analysis to construct model portfolios emphasizing mutual funds and ETFs.

Nathaniel Davis is a financial advisor at Victory Financial with a Series 66 designation and two years of industry experience. He previously worked at SageSpring Wealth Partners and Raymond James Financial Services, Inc. Outside of finance, his background includes roles in automotive services and technology companies. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, trusts, charitable organizations, and small businesses. The firm manages approximately $687.6 million in discretionary assets using diversified, asset-allocation model portfolios combined with fundamental, cyclical, and behavioral analysis.

James Werner is a CFP® with 32 years of industry experience, currently serving at Waverly Advisors, LLC since 2023. Prior to joining Waverly, he worked for 11 years at Silicon Hills Wealth Management. He hosts a podcast titled "Voice from the Hills," which he produces outside of market hours. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors and $29.9 billion in assets under management. The firm provides investment management, financial planning, retirement plan consulting, and multi-family office services to a broad client base, employing a blend of traditional and alternative strategies.

Brandon Barber is a financial advisor at Savvy with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at ADP Broker-Dealer Inc., Proliant, and currently serves as Principal Sales Executive at Paycor Inc. Outside of his advisory role, he is the secretary and board member at Links International and acts as a referral partner for several non-investment and investment-related businesses. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs customized, primarily index-based, long-term investment strategies supported by third-party sub-advisers and fintech tools, and offers additional services including tax-aware direct indexing and in-house tax preparation.

William Coffman is a CFP® professional with 32 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. He has been with Geneos since 2003 and has also operated under business names including W David Coffman CPA, CFP, and Coffman Wealth Management. Coffman provides tax accounting and bookkeeping services and serves as a trustee for a family trust. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

Miguel Iniguez Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having 11 years of industry experience. He previously worked at New York Life and NYLIFE Securities LLC, and has been an insurance agent since 2007. Outside of his advisory role, he participates in a mortgage leads referral program. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning, managed account programs, and retirement plan consulting. The firm uses a platform relationship with Envestnet and Pershing to deliver managed solutions and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Peter Warren is a financial advisor at Victory Financial with 16 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Equitable Advisors, LLC, and Axa Advisors, LLC. Outside of his advisory role, he is involved as an agent in group health insurance and fixed insurance products. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with tactical rebalancing and behavioral coaching.

Ryan Brown is a financial advisor with Victory Financial Group in Austin, TX, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at PKS Investments and Victory Financial Group since 2024. Outside of finance, Brown is the founder and owner of Bougies Donuts LLC, a donut and coffee shop, where he manages finances and business planning. Victory Financial Group serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations with financial planning, investment management, and ERISA plan services. The firm uses an asset-allocation approach based on Modern Portfolio Theory and combines fundamental, cyclical, and behavioral analysis to tailor portfolios across risk profiles.

Justin Smith is a financial advisor with Victory Financial in Austin, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He worked at Equitable Advisors for eight years and Axa Advisors, LLC for three years. Since 2016, he has also been involved with Scale Up aka Smith & Krause, LLC. Victory Financial Group serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation approach incorporating Modern Portfolio Theory and various analyses to construct tailored portfolios using mutual funds and ETFs.

Seth Whitney is a financial advisor at Cary Street Partners with 19 years of industry experience. He holds a Series 66 designation and has worked at Cary Street Partners since 2013, following prior roles at Riverstone Wealth Management, Oppenheimer, and Stanford Group Company. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm constructs portfolios using a broad investment menu and offers proprietary strategies through its affiliated asset manager, serving a range of clients including state and municipal government entities and insurance companies.

Robert Bridel III is a financial advisor at Redhawk Wealth Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Redhawk since 2015. Outside of his advisory work, he provides educational courses and coaching in spiritual and economic matters through Kingdom Calling. Redhawk Wealth Advisors offers discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation across various asset classes, with portfolios monitored by a weekly investment committee.

Humberto Moreno II is a CFA® charterholder with 33 years of industry experience. He is currently with Strategic Financial Concepts, LLC, where he has worked since 2017. His prior experience includes roles at Synergy Financial Group, LPL Financial, and Invesco AIM Private Asset Management. Outside of his advisory work, he is also involved with Transmission Golf. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers comprehensive financial planning and discretionary investment management using a combination of model portfolios, third-party money managers, and fundamental and technical analysis.

Carson Stear is a financial advisor at Victory Financial with Series 65 and Series 66 registrations. He has one year of industry experience and previously worked at Raydia Food Group and FedEx. Carson studied at the University of Arkansas from 2022 to 2025. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm emphasizes asset-allocation based investment strategies using model portfolios and offers both advisory and discretionary plan management services.

Juan Soza Jr. is a financial advisor with Victory Financial Group, LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His previous roles include positions at Equitable Advisors and Axa Advisors, as well as experience at the University of Texas at Arlington. He serves as a board member of the PWG Partners Foundation. Victory Financial Group serves a diverse client base, including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation-driven investment approach and offers financial planning, discretionary investment management, and ERISA plan services.