Nicole Ockenden is a financial advisor at Kinetic Investment Management, Inc. She holds a Series 65 designation and has experience in financial services dating back to 2015, including ownership of ThriveRight Financial Group LLC. She is also a licensed insurance agent. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets. The firm employs a diverse mix of analytical methods with a long-term trading focus and offers services including portfolio management, financial planning, sub-advisory, and educational seminars.

Sonia Martinez Trujillo is a financial advisor at Fiduciary Financial Advisors with one year of industry experience. She holds a Series 65 designation and previously worked at Maia Wealth and LJA Engineering, Inc. Outside of her advisory role, she teaches Pre-Calculus part-time at Regina Caeli Academy and is a contracted health insurance agent with OpenSi Group. Fiduciary Financial Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments using various analytical methods, and offers trustee services as well as access to private and non-liquid alternative funds.

Stevin Moses is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Northstar Wealth Partners LLC, LPL Financial, and Ameriprise among others. He is also involved in insurance sales through Sound Choice Financial LLC. Founders Financial Securities provides advisory services to individuals, retirement plan sponsors, trusts, and corporate clients via a network of IARs managing approximately $4.1 billion in assets. The firm offers a range of investment platforms and specialized services, including retirement guidance and 1031 exchange consulting.

Andrew Ramsey is a financial advisor at Capital Analysts with six years of industry experience. He holds a Series 66 credential and has prior work experience at PricewaterhouseCoopers. Ramsey also provides financial services through Outlook Financial Group, a DBA for his work with Lincoln Investment. Capital Analysts serves retail and institutional clients, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm delivers investment management via an in-house research team and independent advisors, with a proprietary mutual-fund screening process and fiduciary oversight for retirement and tax-advantaged accounts.

Zachary Threadgill is a financial advisor at CW Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and previously operated Threadgill Financial, LLC for eleven years. In addition to his advisory work, he is involved in insurance sales. CW Advisors is a multi-team registered investment adviser managing approximately $15 billion in assets, serving a broad client base including individuals, families, trusts, estates, and institutions. The firm employs a Core-and-Satellite investment approach that integrates active, passive, quantitative, and ESG strategies across various asset classes and provides wealth management, retirement plan advisory, family-office services, and sub-advisory solutions.

John Cheeseman is a financial advisor at Impact Partnership Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked at several firms, including Tucker Asset Management LLC and HBW Advisory Services, LLC. Outside of his advisory roles, he serves as an air traffic control specialist with the Federal Aviation Administration. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, supported by a third-party services platform for trading, compliance, and administration.

Juan Hernandez Ariano is a CFP® and Series 65-licensed advisor at OneSeven with nine years of industry experience. He has held positions at MGO ONE SEVEN LLC dba Studemont Group, Baron Financial Advisers, LLC, and 212 Advisory Group, LLC. Outside of his advisory role, he serves as President and volunteer for the Financial Planning Association of Houston and is involved in college planning workshops and technology advisory through a separate entity, WealthCreate LLC. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, focusing on long-term portfolio management with access to diversified investments and alternative strategies. The firm utilizes both discretionary and non-discretionary arrangements, often implementing strategies through independent managers and third-party platforms.

Daniel Baker is a financial advisor at Avior Wealth Management, LLC with a Series 65 credential and four years of industry experience. His prior roles include positions at Navigator Securities Ltd and Momentum Independent Network Inc., as well as experience in the energy sector and academia. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, financial planning, and business consulting with a focus on fundamental analysis and a combination of long-term and short-term strategies.

Aaron Boyce is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 designation and 11 years of industry experience. His prior roles include positions at Mercer Global Advisors and Lake Point Wealth Management, among others. Outside of investment advising, he is president of Boyce Financial Services, an insurance sales business, and serves as a business development consultant for Multiplan/Benefits Science Technologies, a firm providing analytic solutions through software and automation. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and focuses exclusively on individual and high-net-worth investors.

Daniel Evans is a CFP® with 12 years of industry experience, currently serving as an advisor at Bogart Wealth, LLC since 2022. He previously worked at Wells Fargo Clearing for six years and Merrill for one year. Evans holds a Series 66 license and is based in The Woodlands, TX. Bogart Wealth offers financial planning, consulting, and wealth management services to individuals, trusts, estates, and charitable organizations. The firm manages portfolios through a combination of passive and active strategies, employing both bottom-up and top-down investment approaches, and oversees approximately $3.19 billion in client assets.

Peter Reilly is a financial advisor at Trajan Wealth, L.L.C. with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at R. Cubed Capital, Anchor Capital Advisors, LLC, Nationwide Investment Services Corporation, and G.distributors, LLC. In addition to his advisory role, Reilly is also involved in insurance sales. Trajan Wealth serves primarily individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, using a tailored investment process informed by fundamental, technical, and cyclical analysis.

Robert Green is a Series 65 licensed advisor with 12 years of industry experience. He is currently affiliated with Simplicity Wealth and has held roles at RightWay Investments LLC since 2013. Outside of advising, he serves on the board of the Patterns of Evidence Foundation, a nonprofit focused on faith-based documentary films, and is involved in several non-investment business ventures including digital marketing and insurance sales. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, as well as technology and operational solutions to support other advisers.

Geraldo Olivo is a CFP® and Series 66-licensed advisor at Bogart Wealth, LLC with seven years of industry experience. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, and Raymond James & Associates. Outside of finance, he was involved with Tranquilo Way Productions, LLC from 2016 to 2019. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations. The firm serves both non-high-net-worth and high-net-worth clients, managing approximately $3.19 billion in assets using a combination of firm model portfolios, equity selection based on fundamental and technical analysis, and various alternative strategies.

Larry Prickett is a financial advisor with Global View Capital Management LLC holding a Series 65 credential and one year of industry experience. Prior to joining Global View Capital Management, he was self-employed in the trucking industry for eight years. He also serves as an insurance agent with Experior Financial Group, marketing and selling life insurance and annuity products. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a quantitative investment approach focused on technical analysis of ETFs and mutual funds, supported by proprietary research and a range of portfolio management platforms.

Christopher Ramsey is a CFP®-designated financial advisor with 26 years of industry experience. He is affiliated with Capital Analysts and also serves as managing member of Outlook Financial Group, LLC. His prior work includes roles at Lincoln Investment, SMH Capital Advisors LLC, and Miller-Green Financial Services LLC. Outside of advisory services, he is an agent involved in fixed insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and ERISA/403(b) retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

John Trent is a CFP® professional with 11 years of industry experience, currently serving at United Capital Financial Advisors since 2015. He is also the Head of Business Development at Emberwood Designs, LLC, a company focused on 3D printing and gaming-related projects. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management with customizable strategies, integrating both internally managed models and third-party managers, and offers client-facing technology and ongoing portfolio monitoring.

Jared Neven is a CFP® professional with nine years of industry experience, currently serving as an advisor at Sowell Management. He is also co-founder and partner of Bellwether Advisory Group. His prior experience includes roles at Baker Tilly Capital, LLC, Baker Tilly Wealth Management, LLC, and Kestra Investment Services, LLC, as well as service in the United States Army Reserve. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers solutions including model portfolios, third-party manager selection, unified managed accounts, and held-away account management.

Daniel Goodwin is a financial advisor at Accurate Wealth Management, LLC with 16 years of industry experience. He holds Series 65 and Series 63 credentials and has a background that includes roles at Quincy Wells Capital, Great Point Capital, and Provident Wealth Advisors. Outside of investment advising, he is a managing member of Goodwin Financial Reality, a non-investment business activity. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers with discretionary portfolio management, financial planning, and a wrap-fee program. The firm emphasizes value, safety, quality, and risk control in individualized asset allocations, managing most accounts on a discretionary basis and incorporating alternative investments such as structured notes and private equity.

Kenneth Golden is a financial advisor with The Mather Group, LLC, holding a Series 65 credential and seven years of industry experience. Prior to joining The Mather Group, he worked for Exxon Mobil for 34 years and spent a year in retirement. Outside of his advisory role, he is a member of KAG HOLDINGS, LLC, an engineering and management consulting business. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and customization options such as direct indexing and ESG portfolios.

Michael Brcic is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at B. Riley Wealth Advisors and affiliated firms since 2022, and prior to that was with National Asset Management and National Securities Corp. His other business activities include life and health insurance sales. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers various programs such as Advisor-as-Portfolio-Manager and third-party managed accounts, managing approximately $4.21 billion in client assets through a team of about 173 advisors.