Nicholas Trevino is a financial advisor at Global View Capital Management LLC with three years of industry experience and holds a Series 66 designation. Prior to joining Global View, he worked at Fidelity Investments and has been involved in entrepreneurial ventures, including founding and leading Trident Sailing Academy as owner and lead instructor. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, algorithm-driven approach to portfolio management and offers customized model strategies alongside a variety of account options.

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 licenses and has worked at several firms, including Titan Securities and Crescent Advisors Group. Kulhanek is also president of Kulhanek Investment Specialty Services, an entity focused on asset protection. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension plans, and institutional clients. The firm utilizes a personalized approach to asset allocation across various investment vehicles and supports a range of third-party manager programs and retirement-plan consulting services.

Joy Kirsch is a financial advisor at Merit Financial Advisors with 40 years of industry experience. She holds a Series 63 designation and has worked previously at LPL Financial and Purshe Kaplan Sterling Investments. Outside of advisory roles, she is a limited partner in a partnership that owns a cell phone tower. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach with customizable model portfolios overseen by a central Investment Management team and Investment Committee.

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.

Luke Tolson is a financial advisor at Prospera Financial Services, Inc. with 13 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Tolson provides accounting and business consulting services for DOT Compliance Group. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors, offering investment advisory and financial planning services via multiple platforms and customizable portfolio management options.

Nicholas Yokley is a financial advisor at Signal Advisors Wealth, LLC in Fort Worth, TX, holding a Series 65 designation. He has experience dating back to 2015, including roles at American Senior Benefits and Legacy Retirement Solutions. Outside of advisory work, he is also an insurance agent specializing in the sale of various insurance products. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent RIAs through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

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 CFP® and ChFC® with 52 years of experience in the financial services industry. He is currently affiliated with Great Valley Advisor Group, LLC and has previous experience at Good Life Advisors, LLC, LPL Financial, and Level Four Advisory Services, LLC. Elhoff also serves as a FINRA arbitrator and is a licensed life insurance counselor and agent. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, combining in-house strategies with third-party managers and platforms to tailor portfolios to client objectives.

Kyle Blair is a financial advisor with Prospera Financial Services, Inc. in Grapevine, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Charles Schwab & Co., Inc., Mr Cooper, Caliber Home Loans, and Quicken Loans. Prospera Financial Services, Inc. is a multi-team adviser and dually registered broker-dealer managing approximately $12.4 billion across about 207 advisors in 140 offices. The firm serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning through various platforms and customizable portfolio strategies.

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 Financial Services since 2004. Prospera Financial Services, Inc. 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 and offers investment advisory and financial planning services via multiple platforms and customizable portfolio strategies.

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.

Emma Egan is a financial advisor at Soltis Investment Advisors, LLC with three years of industry experience. She previously worked at Fisher Investments for five years and has held roles at Learfield IMG and the University of Oregon. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base, including individuals, institutions, and trusts. The firm manages approximately $13 billion in client assets and employs an investment process based on Modern Portfolio Theory, combining quantitative screening with qualitative manager due diligence across a range of asset types.

Nickolas Moes is a financial advisor with Verity Asset Management in Southlake, TX, holding a Series 65 credential and six years of industry experience. Prior to joining Verity in 2022, he worked at Aversin Financial Associates and National Financial Services LLC. Outside of his advisory role, he is involved in several consulting and business ventures, including serving as CEO of Structured Pension, LLC and Structured Financial Group, LP, which provide insurance and tax services. Verity Asset Management is a multi-team SEC-registered advisory firm managing approximately $1.15 billion for individuals, retirement plan sponsors, institutional clients, and registered investment advisers. The firm emphasizes a model-based investment process with tactical asset allocation and offers both internally managed and third-party strategies, as well as sub-advisory and retirement consulting services.

Matthew Deno is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Manulife Asset Management (US) LLC since 2012 and has been affiliated with John Hancock and its related entities since 2002. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted model with third-party financial planning software to deliver generally framed written recommendations, serving a high client load per advisor.

Sharran Hood is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. Prior to joining First Advisors National, Hood worked at Primerica Advisors for five years and has been involved with Primerica Financial Services for over a decade. Outside of advisory work, Hood is engaged in independent sales of insurance products. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and combines tactical and strategic investment approaches with fundamental analysis for supplemental security recommendations.

Charles Love is a financial advisor at Financial Gravity Family Office Services, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Sterling Hawthorne Wealth Management LLC, Sterling Hawthorne Group LLC, and Love Myles Group LLC. Outside of his advisory role, he is also engaged in insurance-related activities as an independent agent for Financial Gravity Enhanced Markets, LLC. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and frequently incorporates third-party sub-advisors and model portfolios in its investment approach.

Bret Hackett is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Merit Financial Advisors. His prior experience includes roles at Purshe Kaplan Sterling Investment, LPL Financial, LLC, and H.D. Vest Advisory Services. Outside of his financial advisory work, he serves as treasurer for Glory to God Baseball Inc., a charitable nonprofit organization. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using customized model portfolios and offers specialized services such as fiduciary and ESOP trustee work alongside financial wellness programs.

Deborah Cornes is a CFP® and securities license holder with four years of industry experience. She is currently an advisor at Facet and previously worked at Baker Avenue Asset Management, EPIQ Capital Group, and Fidelity Investments. Facet provides tiered, subscription-based financial planning and investment services to individual members across a wide range of wealth levels. The firm delivers holistic financial planning using a Total Financial Life Resources framework and employs discretionary asset-allocation programs primarily based on ETFs, with an emphasis on fixed subscription fees rather than percentage-of-assets charges.

Susan Iverson is a CFP® professional with 26 years of experience in the financial advisory industry. She is currently with Advisor Share Wealth Management, LLC and has prior experience at Financial Gravity Wealth, Inc. and SYNERGY Business Resources, where she has been involved for over 10 years. 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 for independent advisers, typically implementing client strategies through third-party sub-advisers and model portfolios.