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.

Jason Adams is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. Prior to joining Gradient Advisors in 2020, he worked at SagePoint Financial, Inc. and NYLIFE Securities LLC, with additional experience as a sole proprietor since 2002. Outside of advising, Adams is a partner in a shipping and logistics business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through third-party money managers and investment advisor representatives, employing a largely non-discretionary model that integrates fundamental, technical, and cyclical analysis while documenting client objectives and risk tolerance.

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 holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and affiliated entities from 2007 to 2023. Fox is also an independent insurance agent licensed to sell non-variable insurance products. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and sub-advisory services using multiple investment programs and a values-based approach.

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.

Sherry Echart is a financial advisor with HUB Investment Partners, LLC in Arlington, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at several firms, including TCG Advisors, LP, National Life Group, Chase Investment Services Corp., BBVA Compass Investment Solutions, Inc., and Wells Fargo Investments, LLC. HUB Investment Partners serves a diverse range of clients, including institutional investors and high-net-worth individuals, offering portfolio management, retirement and financial planning, and specialty services for banking and municipal clients. The firm uses a combination of active and passive strategies and employs quantitative and qualitative analyses to guide investment decisions.

Leah Collette is a financial advisor at BOK Financial Private Wealth, Inc. in Fort Worth, TX, holding Series 63, 65, and 66 licenses with 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 for high-net-worth individuals, trusts, estates, and retirement plans. The firm employs a team-based investment process with research support from BOKF, NA’s Strategic Investment Advisors group and benefits from integration within the broader BOK Financial Corporation.

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.

Timothy Mangus is a financial advisor with PFG Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at United Planners, OSAIC, Securities America, BBVA Wealth Solutions, and TdAmeritrade. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, principally using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

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.

Scott Anders is a financial advisor at Archer Investment Corporation in Arlington, TX. He holds the PFS™ designation and has experience as a CPA through his role at Scott Anders CPA PLLC since 2017 and DMI Corp since 2014. Anders has been with Archer Investment Corporation since 2026. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and The Archer Funds. The firm works with accountants and CPAs who act as advisory representatives within a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets.

Justus Winkler is a financial advisor with Momentum Independent Network Inc. and holds a Series 66 designation. He has one year of industry experience and previously worked at J Patterson Group, Inc/Momentum Independent Network, Da Capo Studio, Music Learning Band, Shelton Scholars, and Paciugo Gelato. Outside of finance, he works as a private contractor musician, playing guitar in various musical settings. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, with a platform model that integrates third-party managers and Hilltop affiliates.

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.

Tony Adkison is a financial advisor at Advisor Share Wealth Management, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked in various roles including independent insurance agent and stewardship coach focused on family and business legacy. He previously led Stewardship Legacy Coaching, LLC and has held positions at Stewardship Advisory Group, LLC and Prime Concepts, LLC. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm uses third-party sub-advisers and model portfolios for client strategies and offers alternative and private investment options alongside a web-based management platform.

Ashley Liggins is a financial advisor at Ally Invest Advisors with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Clientwise LLC, TD Ameritrade, Insight Global, and J. Kelly & Associates. Liggins manages product advisor services and operations for Ally Invest Advisors, focusing on wealth product management. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated web-based services and advisor-led guidance. The firm uses ETFs in pre-set model allocations based on Modern Portfolio Theory and integrates digital processes to manage tens of thousands of client accounts.

Thomas Thompson is a CFP® professional with 37 years of industry experience, currently serving at Momentum Independent Network Inc. He has worked with SWS Financial Services for over three decades. Outside of his advisory role, Thompson serves as a member of the St Marks Endowment Committee, a religious nonprofit organization in Arlington, TX. Momentum Independent Network serves a diverse client base, including individual, high-net-worth, charitable, corporate, institutional, and banking clients, offering advisory and brokerage services through a platform model that integrates third-party managers and Envestnet for investment management and trading.

John Surenkamp is a Series 65 licensed advisor with Apollon Wealth Management, LLC, where he has worked since 2026. He has five years of industry experience, including six years as an Investment Adviser Representative and six years with Spirit Halloween Superstores, LLC. Outside of his advisory role, he is the president and owner of Sage Annuities LLC, a company that sells fixed and indexed annuities. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and offers a wide range of investment solutions including ESG models, direct indexing, and sub-advisory services.

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.