Ashley Furlong is a CFP® professional with two years of industry experience, currently with Forvis Mazars Wealth Advisors, LLC. Her prior experience includes roles at FORVIS Wealth Advisors LLC, Willis Johnson & Associates, IMG Financial Group, and positions in education at Texas A&M University and North Central Texas College. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm provides financial planning, investment management, consulting, and family-office services, managing approximately $12 billion in assets and integrating coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Matthew Gallagher is a CFP® professional with 12 years of industry experience, currently serving at Creativeone Wealth, LLC. He has previously worked at Prosperity Wealth Management, Gallagher & Sons Wealth Management, Change Path, Client One Securities, and Gallagher Financial Group. Outside of his advisory role, he is involved in offering fixed insurance products through Prosperity Wealth Management, LLC. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a diversified investment approach using proprietary ETF-based models, third-party managers, and option strategies, supporting tailored client solutions across its large enterprise platform.

Thomas Smith is a financial advisor at Legacy Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Realta Investment Advisors, Inc., Realta Equities, Inc., and Capital Markets IQ. Smith also operates Bering Financial, LLC, a life insurance and fixed annuity sales business. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies including in-house models, sub-advisers, and alternative investments tailored to clients’ objectives and risk tolerances.

Erik Luckstead is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 designation and 14 years of industry experience. His career includes roles at multiple firms, such as Wealth Lock Insurance Services LLC and Wealthstead LLC, where he serves as managing member. Outside of investment advisory, he is owner of an independent insurance agency focused on health, accident, and life benefits, and also provides business and loan consulting through Wealthstead LLC. Virtue Capital Management, LLC is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm employs strategic, tactical, and dynamic investment strategies primarily using mutual funds and ETFs, supported by quantitative models and an investment committee that conducts due diligence on third-party managers.

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.

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. Ben Fox is a financial advisor at Eversource Wealth Advisors, LLC with 17 years of industry experience. He previously worked at Northwestern Mutual and its affiliated entities for over 15 years. Fox is also licensed as an independent insurance agent, selling non-variable insurance products. Eversource Wealth Advisors serves individual and institutional clients, offering wealth management, financial planning, and investment advisory services through a national network of advisors using multiple investment programs, including private markets and values-based strategies.

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.

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.

Leah Collette is a financial advisor at BOK Financial Private Wealth, Inc. with nine years of industry experience. She has worked at Northern Trust and its affiliate entities for over a decade before joining BOK Financial in 2026. Collette holds Series 65, Series 63, and Series 66 licenses. BOK Financial Private Wealth, Inc. offers investment management and wealth advisory services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other legal entities. The firm customizes investment programs based on client objectives and risk tolerances, utilizing a diversified approach and sub-advisors, and operates as a wholly owned subsidiary of BOK Financial Corporation with formal affiliations to banking, broker-dealer, and investment management entities.

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.

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.

Robert Luman is a financial advisor at Signal Advisors Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Legacy Retirement Solutions, where he is also co-founder and an insurance agent. Outside of his advisory role, Luman serves as a pastor at Friendship Baptist Church, providing 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 and supports a large number of retail accounts through its platform, handling trading, rebalancing, and administrative functions under limited discretionary authority.

Wallace Carlson is a financial advisor with Advisory Services Network who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has worked at Advisory Services Network since 2018 and previously at TL Private Wealth and Allstate Insurance Co. Outside of his advisory role, Carlson is the owner and president of Fruit of the Vine, Ltd., a service corporation related to his financial practice. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Anthony Palasota II is a CFP® professional with 28 years of industry experience. He is currently affiliated with Advisory Services Network and Fidelity, where he has worked since 1997 in various capacities including brokerage and personal advisory services. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing diverse investment strategies tailored to clients’ objectives and risk tolerances.

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.