Van Freeman is a financial advisor with Western Wealth Management LLC in Fort Worth, TX, holding a Series 66 credential and 23 years of industry experience. He has worked with Western Wealth Management since 2019 and previously with FWPAM, LLC and LPL Financial. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors. The firm offers a range of services such as portfolio management, financial planning, and institutional investment management through a decentralized network of 88 advisers, employing strategies that include ETFs, mutual funds, equities, bonds, alternatives, derivatives, and cryptocurrency products.

Nickolas Bortells is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He holds a Series 65 credential and previously worked at Fisher Investments and Abbott Laboratories in nutrition and diabetes care. Foundations Investment Advisors serves a broad client base including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm offers financial planning and portfolio management through a large network of affiliated offices, utilizing model portfolios and a mix of fundamental, technical, and cyclical analysis.

John Keene is a CFA® charterholder with 20 years of industry experience. He is currently with Cary Street Partners, where he has worked since 2025, following a 31-year tenure at Keene & Associates, Inc. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, serving a range of clients with specialized services for state and municipal government entities and insurance companies.

Tyler Maness is a financial advisor at Arkadios Wealth Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial and Ameriprise Financial Services. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans using a variety of portfolio management strategies and incorporates fundamental, technical, and cyclical analysis in its approach.

Leslie Kelly is a financial advisor at Ally Invest Advisors with 10 years of industry experience. She holds the Series 66 designation and has previously worked at TD Ameritrade. Kelly also serves as a Wealth Product Manager, supporting both Ally Invest Securities and Ally Invest Advisors in a dually registered capacity. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated and advisor-led services. The firm utilizes ETF-based portfolios grounded in Modern Portfolio Theory, with model allocations tailored across multiple risk tiers and strategy variants.

Jay Doshi is a financial advisor with Calton & Associates, Inc. in Fort Worth, TX. He holds the Series 66 designation and has been with Calton & Associates since 2026. Outside of his advisory role, he has over two decades of experience working with the City of Fort Worth. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing a variety of analytical approaches and managing accounts through proprietary programs or third-party managers.

Robert Reece is a financial advisor at Principal Advised Services with six years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. His prior experience includes roles at Bank of America, Merrill Lynch, and Wells Fargo. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies and proprietary models and benefits from its membership in the Principal Financial Group family, which provides access to affiliated products and services.

Chris Albertson is a financial advisor with Arkadios Wealth Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at LPL Financial and Western Wealth Management. Albertson is also the founder of Stewardship Tax Consultants, a tax preparation and planning business that works in conjunction with his wealth management practice. Arkadios Wealth Advisors is an SEC-registered multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of portfolio management strategies and investment analysis methods tailored to client risk profiles.

David Beck is a financial advisor with Calton & Associates, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Calton & Associates since 2008. Outside of his advisory role, Beck serves as secretary for the Southwest Chapter Umpires (Taso) and works as a football official for junior and high schools in Texas. Calton & Associates is a registered investment adviser, broker-dealer, and insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management, financial planning, and access to third-party money managers, employing multiple analytical approaches and providing a range of fee arrangements.

Slade Buell is a financial advisor with Archer Investment Corporation, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Archer Investment Corporation since 2018 and has additional experience in accounting and tax preparation through his roles at Buell-Hoover Consulting LLC and Overcash & Buell Inc. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, utilizing diversified portfolios and a mix of separately managed accounts and proprietary funds. The firm operates a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets.

Jacob Montemayor is a CFP® professional with 11 years of industry experience, currently with Empirical Wealth Management in Fort Worth, TX. His prior roles include positions at The Vanguard Group and Charles Schwab. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, and institutional investors, offering a range of investment management, financial planning, and consulting services. The firm employs a multi-asset class approach grounded in Modern Portfolio Theory and operates several affiliated businesses in real estate, insurance, and legal referrals.

David Sandhu is a financial advisor with Eversource Wealth Advisors, LLC, holding a Series 65 designation and eight years of industry experience. His background includes roles at L3 Harris Corporation as a supply chain consultant and multiple positions in real estate, including managing member of Elle Properties, LLC. He also provides non-variable insurance sales as part of his professional activities. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers comprehensive wealth management and advisory services through various investment platforms and maintains a private markets platform alongside turnkey asset management and sub-advisory services.

William Fairley is a financial advisor at Western Wealth Management LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2012. Fairley also operates as an insurance agent for MassMutual. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and consulting through a decentralized network of 88 advisors using varied investment strategies and access to multiple advisory programs.

Marc Sloter is a CFP® with over 21 years of industry experience. He is currently with Western Wealth Management LLC, where he has worked since 2019, and has also been affiliated with LPL Financial since 2011. Prior to that, he was associated with FWPAM, LLC and Whitney, Wetzel & Kuether, LLC. Western Wealth Management LLC serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and pension plan sponsors. The firm provides comprehensive portfolio management, financial planning, and institutional investment services through a decentralized network of advisers, offering access to multiple advisory programs and a broad range of investment strategies.

J Paul Prasifka is a financial advisor at Gradient Securities, LLC with 20 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Rhodes Securities, Inc. for nine years. Outside of his advisory role, Prasifka serves as president-elect of the Fort Worth Texas Exes alumni association. Gradient Securities, LLC provides financial planning, consulting, and non-discretionary asset management services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary investment approach and integrates fundamental, technical, and cyclical analyses with third-party manager oversight.

Adam Farag is a CFP® affiliated with Forvis Mazars Wealth Advisors, LLC, based in Fort Worth, TX. He joined the firm in 2023 after previous experience at Kohls and as a student at Texas A&M University. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, consulting, and retirement plan services. The firm employs a customized investment approach that integrates active and passive strategies, tax considerations, and diversification, and operates as a subsidiary of a national accounting and professional services firm.

Lynn Gill is a financial advisor with Western Wealth Management LLC in Aledo, TX, holding Series 63, Series 65, and Series 66 licenses and bringing 23 years of industry experience. Lynn’s career includes roles at Wells Fargo Clearing and Wells Fargo Bank NA prior to joining Western Wealth Management and LPL Financial in 2021. Western Wealth Management serves a diverse client base, including individuals, corporations, retirement plans, and institutional clients, offering comprehensive portfolio management and financial planning. The firm operates as a decentralized network of advisors who utilize a combination of proprietary and third-party investment strategies, with a focus on flexible investment implementation and annual account reviews.

Matthew Dorchak is a financial advisor at Cary Street Partners with 13 years of industry experience. He holds a Series 65 designation and previously worked at Keene & Associates, Inc. for 13 years before joining Cary Street Partners in 2025. Outside of his advisory role, he owns and manages rental properties. 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 offers a broad range of investment options and proprietary strategies, serving specialized institutional niches such as state and municipal government entities and insurance company clients.

Cindy Tamborello is a financial advisor at Prospera Financial Services, Inc. with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has held positions at firms including Edward Jones, Wells Fargo Clearing Services, and UBS Financial Services. Outside of her advisory role, she co-owns a rental property business with her husband. 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 various advisory programs and platforms.

Jai Doshi is a financial advisor with Calton & Associates, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Calton & Associates since 2006 and previously worked at Choice Investments, Inc. Doshi serves as a director on the board of the Fort Worth Lions Club, a local civic organization. Calton & Associates is a multi-team registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing various investment approaches and overseeing third-party money managers through formal due diligence processes.