Michael Ritchie is a financial advisor with Sequent Planning, LLC holding a Series 65 designation and two years of industry experience. He previously worked at Brookstone Capital Management and has additional professional experience as a licensed mortgage loan originator, real estate agent, and professional engineer. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services through a network of independent advisers using a structured risk framework and diversified investment approaches.

Christopher Pham is a financial advisor at Sequent Planning, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in the insurance industry through Futurity First Insurance Company since 2015. Outside of his advisory role, Pham is a partner at Noble Duke Ventures, a real estate investment firm, and previously partnered in The X-Ray Institute, where he taught certification classes and managed marketing. Sequent Planning, LLC, doing business as Futurity First Wealth Management, is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, and nonprofit organizations. The firm provides asset management and financial planning services through a network of advisers using a structured risk framework and diversified manager exposures.

Maria Northam is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and over 32 years of industry experience. She has worked at Bolton Global Asset Management and Bolton Global Capital since 2011 and previously held positions at Abshier Webb Donnelly & Baker, Inc. and Stanford Group Company. Outside of her advisory role, she is the owner and managing director of Alphana Group, LLC. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management through a network of independent investment adviser representatives and employs a primarily long-term investment approach using mutual funds, ETFs, equities, and fixed-income securities.

Nicolas Knapik is a financial advisor at Avidian Wealth Solutions with 21 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Avidian Wealth Solutions in 2023, he was with RJ Capital for 11 years. Avidian Wealth Solutions provides investment management and financial planning services to individuals, families, retirement plans, corporations, and institutional clients. The firm utilizes managed model solutions and customized portfolios, incorporates alternative investments, and plays an active role as a sub-advisor and investment manager for pooled and private funds.

Mohammad Hameed is a financial advisor at Ally Invest Advisors with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms including Mutual of Omaha Investor Services and Scottrade. Outside of financial advising, he is also active as a real estate agent with Exp Realty, LLC. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, offering ETF-based Robo Portfolios and personalized Financial Advisor-delivered advice using model portfolios based on Modern Portfolio Theory.

James Latimer Jr. is a financial advisor at Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior work includes roles at Stockcross Financial Services, Inc. and Tradestar Investments, Inc., and he has been affiliated with Fiserv Investor Services, Inc. for over two decades. Latimer splits his time evenly between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under the Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based platform and third-party managers to offer ETF/ETN-based allocations, fundamental and technical strategies, and sub-advised solutions, operating primarily within a wrap-fee structure.

Lionel Kiki is a financial advisor with Avidian Wealth Solutions in Houston, TX, holding a Series 66 license and five years of industry experience. He has previously worked at UBS AG, Fidelity Investments, AllianceBernstein L.P., and D.A. Davidson & Co. Outside of his advisory role, Kiki is the CEO and founder of Kumo Park LLC, a clothing and streetwear business. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to individuals, families, retirement plans, corporations, and institutional clients. The firm offers customized portfolios and managed model solutions, including alternative investments, and plays an active role in pooled and private funds as a sub-advisor and investment manager.

Johnnie Driver III is a financial advisor at CORDA Investment Management, LLC, holding a Series 66 license and bringing 20 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients. The firm offers discretionary portfolio management and integrated financial planning for individuals, including high-net-worth clients, as well as pension consulting and tax preparation services.

Ross Richardson is a CFP® professional with 25 years of industry experience. He is currently with Apella Wealth and has previously worked at Pembroke Advisors, Inc. and SII Investments, Inc. Since 2021, he has served as a course instructor for Dobbs Education, LLC, providing educational support for Yale School of Management’s Certified Private Wealth Advisor Certification program. Apella Wealth serves a diverse range of clients including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach, integrating proprietary and third-party tools to manage portfolios and offers various advisory services tailored to their clients’ needs.

Kevin Whitworth is a financial advisor at Arkadios Wealth Advisors in Cypress, TX, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at TRB Wealth Management, LLC, OBS Financial, Texas Regional Bank, and Vantage Bank Texas. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed accounts and programs, combining fundamental, technical, and cyclical investment analysis.

Stephen O’dell is a CFP®-certified financial advisor with seven years of industry experience, currently associated with Brighton Jones LLC since 2022. Before joining Brighton Jones, he worked for Stages of Recovery, Inc. for ten years. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, offering comprehensive solutions including discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support. The firm employs a whole-balance-sheet approach and manages a diverse mix of public and private investments, supported by an affiliated ecosystem of specialized entities.

Vernon Roberts is a financial advisor at CORDA Investment Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Valic Financial Advisors, GFS Advisors LLC, and Stanford Group Company. Roberts has been with CORDA Investment Management since 2022. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for about 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning for individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and access to attorney-led estate planning services.

Douglas Williams is a financial advisor at Retirement Planners of America with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Metropolitan Capital Advisors and Texture. Retirement Planners of America offers discretionary portfolio management and financial planning to individuals, high-net-worth clients, and retirement plan participants, primarily through a wrap-fee investment program. The firm employs an “Invest and Protect” approach focused on capital preservation and tactical rebalancing, utilizing model portfolios composed largely of ETFs and mutual funds.

Colbey Gilford is a CFP® professional with three years of industry experience, currently affiliated with RWA Wealth Partners. Prior to joining RWA in 2023, he worked at Polaris Wealth Advisory Group and Merino Wealth Management, and has experience outside finance with The Nature Conservancy and in education. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform, combined with customized fixed income and cash management strategies.

Kevin Lenox is a CFP® and CFA® with 18 years of experience in financial advising. He has worked at Avidian Wealth Solutions (formerly STA Wealth Management) since 2020 and previously spent five years at United Capital Financial Advisers. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs a primarily model-based investment approach supplemented by sub-advisors and tailored allocations, managing approximately $3.99 billion in assets across 32 advisors.

Brooke Naghavi is a financial advisor at CORDA Investment Management, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at CORDA since 2018. Her prior experience includes roles at Frost Brokerage Services and Fs2 Capital Partners. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for about 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning for individuals and pension plans, utilizing a range of strategies including options, direct indexing, and long/short approaches.

Jeffrey Dodson is a financial advisor at CORDA Investment Management, LLC with 22 years of industry experience. He has held positions at CORDA since 2013, following prior roles at Churchill Management Group and TD Ameritrade. He holds the Series 63 and Series 66 licenses. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals and retirement plans, employing customized investment strategies including long- and short-term trading, options, and direct indexing.

Troy Taylor is a CFP® professional with 23 years of industry experience. He is currently with Avidian Wealth Solutions and previously spent 11 years at Linscomb and Williams, Inc. Outside of his advisory work, he is a partner and general manager of a home remodeling business in Houston. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, and ERISA-plan advisory services, utilizing model-based managed solutions alongside sub-advisors and separately managed accounts.

Reid Guthrie is a CFP® and Series 65-licensed advisor with six years of industry experience. He is currently with Avidian Wealth Solutions and has prior experience at United Capital Financial Advisors, LLC and One Advocate Group. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm employs a blend of managed model solutions and customized portfolios, routinely uses third-party sub-advisors, and actively serves as a sub-advisor and investment manager for pooled and private funds.

Christopher Conley is a financial advisor at IAMS Wealth Management, LLC, holding a Series 65 designation with one year of industry experience. He also works as an insurance agent with Sterling nfg, focusing on life, health, disability, and long-term care insurance as well as annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm offers discretionary portfolio management and consulting services, employing an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.