Cory Allen is a financial advisor at Gibbs Wealth Management, LLC in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has experience dating back to 2019 with roles at Hybrid Financial LLC and Axa Advisors, LLC. Outside of his advisory work, he is also an insurance agent providing customer service and support related to insurance activities. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and model portfolios to guide investment decisions. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions where appropriate.

Erik Luckstead is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 designation and 14 years of industry experience. He has worked at Virtue Capital Management since 2019 and has held various roles in related businesses including Wealthstead LLC, where he serves as managing member providing business and loan consulting. Additionally, he owns an independent insurance agency focused on health, accident, and life benefits. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic approaches and offers discretionary and non-discretionary management, financial planning, third-party manager due diligence, and sub-advisory services through a multi-team model.

Ben Boyd III is a CFP® with 22 years of industry experience, currently serving at Symphony Financial, Ltd. Co. and LPL Financial since 2024. His prior roles include positions at Charles Schwab, Merrill Lynch, and Bank of America. Outside of financial advising, he is a business owner of Everyday Armor LLC, a company involved in packing and shipping operations. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and multi-family office services. The firm employs a long-term investment approach utilizing mutual funds, ETFs, individual securities, options, and private placements, and offers ERISA 3(21) fiduciary services alongside coordinating comprehensive multi-family office engagements.

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.

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.

Brandon Woods is a CFP® with seven years of industry experience, currently serving at Root Financial Partners since 2024. Prior to this, he worked at Buckingham Strategic Wealth, LLC, CWM, LLC, Chessman Wealth Strategies, and Foresters Financial Services. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive allocations using index funds and ETFs, with customized portfolios based on client objectives, risk tolerance, and tax considerations.

W. Fox is a financial advisor with Eversource Wealth Advisors, LLC in Fort Worth, TX, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. He previously worked with Northwestern Mutual and its affiliated entities for over 15 years. In addition to his advisory role, Fox is an independent insurance agent licensed to sell non-variable insurance products. Eversource serves a range of individual and institutional clients, providing wealth management, financial planning, investment advisory, and consulting services through a national network of advisors. The firm offers multiple investment programs and also acts as an adviser to outside RIAs while managing private pooled investments and a private markets platform.

Brayden Perkins is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with two years of industry experience. He has previously worked at LPL Financial and serves as an undergraduate teaching assistant at Oklahoma State University. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment plans and offers a range of portfolio management and financial planning services, utilizing fundamental, technical, and cyclical analysis methods.

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.

Leah Collette is a financial advisor with BOK Financial Private Wealth, Inc., holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. Her prior roles include positions at Northern Trust and J.P. Morgan Securities. BOK Financial Private Wealth, Inc. provides discretionary and limited non-discretionary investment management, wealth advisory, and financial planning services primarily to high-net-worth individuals, trusts, estates, and qualified plans. The firm employs a team-based investment approach with diversified portfolios and offers fiduciary support, operating as a subsidiary of BOK Financial Corporation with integrated bank and trust services.

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.

Robert Hill III is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with six years of industry experience. He previously worked at LPL Financial, LLC, and has a background that includes roles at Velano Vascular, Inc. and Becton Dickinson. Hill also operates Stewardship Wealth Management as an additional business activity. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans, offering customized investment and wealth management services. The firm utilizes an integrated operating model combining advisor-managed accounts, third-party managers, and an internal portfolio team to deliver diverse investment strategies.

Brian Wronko is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Bank of America and Merrill, where he worked for seven years. Outside of his advisory work, he serves as vice president on the board of TASTE PROJECT, a nonprofit focused on providing community meals without set prices, relying on volunteer staff and donations. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs, using discretionary account management that incorporates proprietary models and third-party managers across various investment strategies and asset types.

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.

Therakul Pulpanyawong is a financial advisor with Hilltop Securities Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at PNC Investments and BBVA Wealth Solutions Inc., among others. Outside of his advisory work, he is a partner and investor in Children’s Lighthouse, an early learning school, where he provides business and administrative support. Hilltop Securities Inc. offers brokerage, investment advisory, and retirement-plan consulting services to a diverse client base, utilizing an open-architecture platform with multiple adviser-managed and model-based programs. The firm provides discretionary and non-discretionary portfolio management, financial planning, and fiduciary services with a range of investment strategies and operational features, including municipal bond programs co-advised by Franklin Templeton Group.

Sean Rodricks is a CFP® with 15 years of industry experience, currently advising at Empirical Wealth Management. His prior experience includes roles at Fidelity Investments and Fidelity Personal and Workplace Advisors, where he worked for a combined 15 years. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and pension plans. The firm employs a diversified, model-based investment approach grounded in Modern Portfolio Theory and offers a range of services including investment management, financial planning, tax preparation, and retirement-plan consulting.

Samantha Newsom is a financial advisor at Ally Invest Advisors with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ally Invest Advisors since 2021, following over a decade at TD Ameritrade. In addition to advising clients, she serves as Director of Product Management at Ally Invest Advisors, collaborating with advisory teams. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm offers ETF-based Robo Portfolios and Financial Advisor-delivered Personal Advice, utilizing model portfolios grounded in Modern Portfolio Theory across multiple risk tiers.

Robert Luman is a financial advisor at Signal Advisors Wealth, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Legacy Retirement Solutions and Gradient Securities, LLC. Outside of his advisory role, he serves as a pastor at Friendship Baptist Church, where he provides sermons, teaching, and spiritual counseling. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm utilizes a primarily top-down, tactical asset allocation approach combined with fundamental, quantitative, and technical analysis, while advisors retain responsibility for client relationships and suitability decisions.

Ashley Liggins is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She has worked at Ally Invest Advisors since 2022, following previous roles at Clientwise LLC and TD Ameritrade. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction, offering ETF-based Robo Portfolios and financial advisor-delivered personal advice with model portfolios based on Modern Portfolio Theory.

Anthony Palasota II is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Advisory Services Network and has held various roles at Fidelity, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing diverse securities and third-party managers to tailor strategies according to clients’ objectives and risk tolerances.