Reem Hussein is a CFP® with six years of industry experience currently serving at Azzad Asset Management, Inc. She has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, MML Investors Services, and MassMutual/Spectrum Financial Group. In addition to her advisory role, she teaches an online course on Financial Literacy and Well-Being as an adjunct professor at Shepherd University. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, foundations, endowments, registered mutual funds, trusts, and small businesses. The firm focuses on socially responsible Islamic investing, using proprietary screening tools to exclude certain industries and offering multiple asset-allocation strategies through a combination of its investment team and independent model managers.

Randall White is a financial advisor with ACP Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with ACP Capital Management since 2015 and is also associated with ACP Securities, LLC. Mr. White is registered with ACP Capital Management to service personal and family accounts. ACP Capital Management provides discretionary and non-discretionary investment management to private funds, institutional accounts, separately managed accounts, and high-net-worth individuals. The firm employs a combination of proprietary and third-party model portfolios and manages private investment vehicles while offering consolidated wealth reporting services.

Christopher Caporaletti is a financial advisor at Bright Wealth Management, LLC with 13 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at several firms, including Equitable Advisors and AXA Advisors. Caporaletti has been with Bright Wealth Management since 2022 as part of a seven-advisor team. Bright Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $265 million for around 175 clients, building tailored asset-allocation models and providing ongoing portfolio supervision using a mix of equities, ETFs, mutual funds, and other securities.

Claire Snider is a financial advisor at Meristead Wealth, LLC with a Series 65 designation and three years of industry experience. She previously worked at Stansberry Asset Management and Moneta. Meristead Wealth, LLC offers discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, utilizing a value-oriented investment approach that combines macro analysis and fundamental research across global equities and credit. The firm also manages private credit funds for accredited investors and retirement accounts.

Julian Di Bona is a financial advisor at GDS Wealth Management with a Series 65 designation and two years of industry experience. His prior roles include positions at RubinBrown and Target, as well as an academic tenure at Southern Methodist University. GDS Wealth Management offers financial planning, consulting, and investment management services primarily to individual and high-net-worth clients. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management, emphasizing asset allocation using model portfolios developed with guidance from Raymond James.

Stephen Nelson is a CFP® and holds Series 63, AIF®, and CEPA® designations, with 11 years of industry experience. He has worked at Mills Wealth Advisors, LLC since 2018 and previously held roles at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Mills Wealth Advisors serves individuals and high-net-worth clients, focusing on executives and business owners and their families. The firm provides wealth management services including financial planning, business planning, retirement-plan advisory, portfolio management, and consulting, and is notable for sponsoring and managing private pooled investment vehicles with a fiduciary, goal-driven planning process.

Erica Dore is a financial advisor with GDS Wealth Management, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors Inc. and Merrill. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets through a multi-advisor team of 15, using model portfolios informed by Raymond James research across a range of equity and fixed-income allocations.

Michael Demings is a financial advisor with GDS Wealth Management in Flower Mound, TX. He holds a Series 65 credential and joined the firm in 2026. Prior to this, he held positions at TFR Capital, Cadence Bank, and First Citizens Bank, among others. Outside of financial advising, he is a licensed real estate agent with Heart & Home Realtors. GDS Wealth Management serves individual clients, including high-net-worth households, providing financial planning, consulting, and investment management. The firm manages approximately $1.8 billion in assets through a team-based approach that emphasizes asset allocation using model portfolios developed with research from Raymond James.

Zachary Butler is a financial advisor at Signal Securities, Inc. with 20 years of industry experience. He has been with Signal Securities since 2007 and holds the Series 65 and Series 63 licenses. Butler is also the owner of Butler Investment Group, which offers insurance products to clients. Signal Securities provides advisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and a consultative process, delivering advice primarily on a non-discretionary basis using model portfolios and customized allocations.

Robert Casey is a financial advisor at GDS Wealth Management with 16 years of industry experience. He holds the Series 66 credential and has previously worked at Merrill and Raymond James Financial Services. Outside of his advisory role, he is the owner and proprietor of Kids Castle Playcare in Spring, Texas. GDS Wealth Management serves individual and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm employs a multi-advisor team approach and utilizes model portfolios based on Raymond James research, managing approximately $1.28 billion in assets.

Sean Alford is a CFP® professional with 13 years of experience in financial advising. He is currently with CFO4Life and has previously worked at Quotient Wealth Partners, LLC and GuideStone Financial Services. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities by providing comprehensive financial planning, discretionary investment management, retirement plan advisory, corporate investment education, financial wellness programs, and cash-management solutions. The firm emphasizes diversified asset-allocation models and typically manages accounts on a discretionary basis while offering periodic reviews and educational seminars.

Katherine Neill is a financial advisor at D.H. Hill Advisors, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity and Aragon Asset Management. Neill also operates a business solutions and marketing consulting company, Only Chin LLC, and is involved in insurance sales and service as a sole proprietor. D.H. Hill Advisors provides comprehensive wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, and trusts, offering investment management, retirement-plan consulting, and access to alternative investments and insurance-related advice. The firm utilizes a combination of tactical asset allocation, quantitative and technical analysis, and tax-aware strategies across both firm-managed and advisor-managed portfolios.

Russell Boaz is a CFP® and Series 63 registered advisor with 18 years of industry experience. He is currently affiliated with CFO4Life Group, LLC and Ausdal Financial Partners, where he has worked since 2013. In addition to his advisory roles, he provides tax planning services through a separate business. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities by offering comprehensive financial planning, discretionary investment management, retirement plan advisory, corporate financial wellness programs, and cash-management solutions. The firm’s investment approach emphasizes diversified asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments, managing most accounts on a discretionary basis with ongoing portfolio monitoring and periodic reviews.

Daniel Korth is a financial advisor with Truvestments Capital LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Prosperity Financial Group, Inc. and World Equity Group. Outside of advising, he assists clients with estate planning documentation and is involved in business cost reduction programs through Integrity Business Solutions. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, financial planning, consulting, and sub-advisory services, and manages a private investment vehicle focused on long-term Bitcoin holdings.

Brian Drolet is a CFP® with 17 years of industry experience, currently serving at Prestige Wealth Management since 2025. His prior roles include positions at Osaic Advisory Services, Arbor Point Advisors, Securities America, Kestra Financial, and SagePoint Financial. He also works as an insurance agent outside of his advisory practice. Prestige Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 client relationships. The firm employs an asset-allocation approach using various investment vehicles and offers discretionary management, financial planning, retirement plan advisory, and coordinated tax preparation through an affiliated entity.

Maurice Whittaker is a financial advisor with Meristead Wealth, LLC, holding Series 63, Series 66, and Series 65 designations and 17 years of industry experience. His prior roles include positions at Stansberry Asset Management and E*TRADE Capital Management. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, utilizing a combination of top-down macro analysis and fundamental bottom-up research to pursue value-oriented global equity and credit strategies. The firm manages multiple private credit funds and engages in specialized investment approaches including distressed and income-oriented positions.

Geoffrey Erwin is a CFP® professional with 27 years of experience in the financial services industry. He currently works at BakerAvenue, where he has been since 2022. His previous roles include positions at Fidelity Personal and Workplace Advisors and Strategic Advisers, as well as Fidelity Brokerage Services. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. organizations, offering portfolio management, financial planning, family office services, and specialized strategies including estate and philanthropy planning. The firm employs a combination of fundamental, quantitative, and technical analysis with tactical asset allocation across various named strategies.

Tarrance Anderson is a financial advisor with Ally Invest Advisors in Lewisville, TX. He holds a Series 66 license and has been with Ally Invest Advisors and Ally Invest Securities since 2026. His prior experience includes roles at Allstate, Equitable Advisors, and Truist Bank, among others. Ally Invest Advisors offers discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, utilizing ETF-based Robo Portfolios and personalized financial advice delivered via a third-party platform.

Ryan Mc Weeney is a financial advisor at Parallel Advisors, LLC with two years of industry experience. He joined Parallel Advisors in 2022 after working at Fidelity Investments from 2020 to 2022. Prior to his financial services career, Mc Weeney had roles in retail and corporate settings, including at Ward's Berry Farm and State Street Corporation. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies across multiple asset classes and integrates technology platforms to manage tax-efficient rebalancing and held-away accounts.

Robert Barton is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 65 credentials and has 38 years of industry experience. Since 2013, he has been associated with SWS Financial Services. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients, offering advisory and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet for investment advice and account management, and is notable for its integration with Hilltop affiliates in municipal bond strategies and cash management programs.