Jonathan Bernstein is a CFP® professional with 15 years of experience in the financial services industry. He is currently with BakerAvenue Asset Management, LP and has prior experience at Charles Schwab and Fidelity in both advisory and brokerage roles. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, offering portfolio management, financial planning, family office services, and specialized strategies including estate and philanthropy planning. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, and technical analysis with tactical asset allocation.

Shawn Miles is a financial advisor at RFG Advisory, LLC with a Series 65 credential and recent industry experience beginning in 2026. He has prior work experience at United Capital Financial Advisers, LLC from 2016. RFG Advisory is a multi-team registered investment adviser with around 178 advisors managing approximately $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan consulting, and access to alternative investments and annuity management using a blend of actively managed and passive strategies.

Justin Brown is a financial advisor at Grimes & Company with three years of industry experience. He holds the Series 65 designation and has previously worked at Mercer Advisors, Capital Investment Advisors, Genesis Asset Management, and Score Sports. Grimes & Company Wealth Management serves individuals and families, including high-net-worth clients, as well as trusts, estates, pension plans, and government entities. The firm provides discretionary investment management and financial planning, employing proprietary research and a variety of investment strategies across multiple asset types.

M F Long II is a financial advisor with Calton & Associates, Inc. in Denton, TX, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Calton & Associates since 2016 and also operates under First Financial Services Group since 2015. Outside of advising, he is an agent for LegalShield, providing prepaid legal services. Calton & Associates serves individual investors, retirement plans, trusts, and estates by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both discretionary and non-discretionary management with multiple program structures and integrates commission-based brokerage and insurance products alongside asset management services.

William Reaves is a financial advisor at BOK Financial Securities, Inc. in Grapevine, TX, with 20 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for TIAA and TIAA-CREF Individual & Institutional Services from 2016 to 2024. BOK Financial Advisors serves a diverse range of clients, including individuals, high-net-worth clients, corporations, institutions, and government entities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with tailored asset allocation strategies.

Daniel Vandergriff is a financial advisor at Northwest Asset Management with 27 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Northwest Asset Management, he worked at CS Planning Corp., Noble Private Wealth, LLC, and Fidelity in various advisory roles dating back to 1998. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and institutional clients. The firm focuses on customized investment management using strategic asset allocation and Modern Portfolio Theory, and offers a range of financial planning, consulting, tax preparation, and back-office services.

Joy Deanda is a financial advisor with Advisory Services Network, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked at Fidelity Brokerage Services, Inc. for 18 years and has been with Charles Schwab since 2019. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Sean Mccauley is a CFP® professional with 16 years of experience in financial advising. He is currently with RFG Advisory, LLC and has previously worked at Ameriprise Financial Services, Inc. and Private Client Services. Outside of his role at RFG, he owns and operates Cross Timbers Financial Group. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both third-party and proprietary investment strategies.

Coltin Davis is a financial advisor with Soltis Investment Advisors, LLC, holding a Series 66 license and three years of industry experience. His prior roles include positions at Ausdal Financial Partners, Inc and CFO4Life, and he is also the owner and managing partner of TXFP Consulting, a dormant business. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a manager selection process that integrates Modern Portfolio Theory with quantitative and qualitative analysis, overseeing a diverse range of investment vehicles.

Brian Fox is a financial advisor at Prospera Financial Services, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of advising, he is involved as a member of two LLCs engaged in residential and commercial real estate development and other non-investment related business activities. 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 a range of investment advisory and financial planning services utilizing multiple platforms and customizable portfolio solutions.

Raul Rodriguez Jr. is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Compound Planning, Capital Advisors, Robinhood Financial, and J.P. Morgan Securities, as well as service in the U.S. Marine Corps. Signal Advisors Wealth provides investment management and financial planning services to retail and independent registered investment adviser clients. The firm employs a top-down, macro-environmental investment approach focused on tactical asset allocation and sector rotation, managing over $1.3 billion in discretionary assets through a team of ten advisors.

Joseph Lesnick is a financial advisor at BakerAvenue in Southlake, TX, holding Series 66 and Series 63 licenses with one year of industry experience. His prior roles include positions at Charles Schwab, Scroggins Advisory Strategies, and Wave Wealth Management. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth, and institutional clients, generally on a discretionary basis. The firm employs multiple investment strategies that integrate tactical allocation, quantitative analysis, and fundamental research, including recent expansions into digital asset advice and trust services.

Scott Stephens is a financial advisor at BakerAvenue with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BakerAvenue since 2009. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, typically under discretionary mandates. The firm employs a multi-strategy investment process that includes fundamental, quantitative, and technical analysis combined with tactical asset allocation.

David Durham is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and two years of industry experience. He has worked at Stander Financial and several technology firms, with his current roles including managing client investment accounts and annuity policies. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of almost 300 advisers. The firm provides portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Jessica Sicking is a CFP® professional with 18 years of industry experience, currently serving at Triad Wealth Partners, LLC. Her prior experience includes roles at Charles Schwab and Co., TD Ameritrade, and Fidelity Brokerage Services. Outside of her advisory work, she is involved as an insurance agent selling fixed insurance, annuities, and fixed indexed annuities through International Wealth Management dba Sullivan Financial Partners. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment process focused on strategic asset allocation and offers sub-advisory management, tax-efficient model portfolios, and operational support for RIAs.

Clifton Higgs is a financial advisor with BFC Planning, Inc. in Denton, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Cambridge Investment Research and Securities Management and Research. Outside of advisory work, he is involved in independent insurance agencies, focusing on health, property, and casualty insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional plans through a network of approximately 200 advisors. The firm provides financial planning and portfolio management services with a range of investment platforms and strategies, emphasizing client-specific approaches and operational features such as a formal review process for 12b-1 fees.

John Shea is a financial advisor with First Advisors National, LLC in Denton, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has operated Shea Wealthcare since 2012. Outside of advising, Shea is an independent insurance agent through TriQuest USA and is involved in a tax referral business in West Palm Beach, FL. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, focusing on investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process emphasizes selecting and monitoring outside money managers and supplementing with individual securities analysis.

Kade Orsburn is a financial advisor at SEIA with four years of industry experience. He holds a Series 65 credential and has worked at SES LLC, Solutions 4 Wealth, and the Denton County District Attorney's Office. Outside of his advisory role, he is involved in several business ventures including management of mineral rights, a consulting company, and farm land operations. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a multi-team platform of over 130 advisors. The firm employs a six-step investment process supported by research and offers multiple managed account programs, blending non-discretionary and discretionary management approaches.

Gerard Raymond is a financial advisor at Soltis Investment Advisors, LLC with Series 63 and Series 65 credentials and approximately one year of experience in the industry. His prior work includes roles at Charles Schwab and positions outside the financial sector, including at Lululemon and 24 Hour Fitness. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence to select a range of investment vehicles, and it provides ongoing client communications and performance reviews.

Colton Green is a financial advisor with Foundations Investment Advisors LLC and holds the Series 66 designation. He has four years of industry experience, including roles at Lincoln Investment and Valic Financial Advisors. Outside of advisory work, he is involved with RetireSimply, an insurance-related business focused on client financial goals. Foundations Investment Advisors is a multi-advisor registered investment adviser managing about $10.1 billion for nearly 29,615 clients through a network of nearly 300 investment adviser representatives. The firm provides portfolio management, financial planning, and retirement-plan support to a diverse client base, utilizing model portfolios and third-party sub-advisers.