Nickolas Bortells is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He holds a Series 65 credential and previously worked at Fisher Investments and Abbott Laboratories in nutrition and diabetes care. Foundations Investment Advisors serves a broad client base including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm offers financial planning and portfolio management through a large network of affiliated offices, utilizing model portfolios and a mix of fundamental, technical, and cyclical analysis.

Jay Doshi is a financial advisor at Calton & Associates, Inc. based in Fort Worth, TX, holding a Series 66 designation. He has experience working with the City of Fort Worth since 2004. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple investment program structures and combines advisory services with commissionable brokerage and insurance products.

James Copeland is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has worked at Advisory Services Network since 2018 and previously held roles at Ameriprise Financial Services, Strategic Advisors, and Fidelity Brokerage Services. Outside of his advisory work, he is an independent insurance agent specializing in annuities and life insurance and serves as president of Copeland Way LLC, a service company for business income, expenses, and taxes. Advisory Services Network is an enterprise firm serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of 208 independent advisers manages approximately $8.6 billion in client assets, offering portfolio management, financial planning, and retirement plan consulting through a variety of investment strategies and implementation options.

Robert Reece is a financial advisor with Principal Advised Services in Fort Worth, TX, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has six years of industry experience, including prior roles at Bank of America, Merrill Lynch, and Wells Fargo. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm leverages third-party methodologies and proprietary models, and its integration within the Principal Financial Group family allows access to a range of affiliated financial products and services.

Evan Byrne is a CFP® with 10 years of industry experience, currently advising at Facet since 2020. He previously worked at Fidelity Brokerage Services and Fidelity Investments from 2015 to 2020. Facet serves individual members across a broad range of wealth levels by offering tiered, subscription-based financial planning and implementation services. The firm delivers holistic financial planning through a Total Financial Life Resources framework and utilizes discretionary asset-allocation programs primarily using ETFs.

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.

David Beck is a financial advisor with Calton & Associates, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Calton & Associates since 2008. Outside of advising, he serves as secretary for the Southwest Chapter Umpires and works as a football official for junior and high school games in Texas. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations through various program structures, combining discretionary and non-discretionary management options with a range of analytic approaches.

Jacob Montemayor is a CFP® professional with 11 years of industry experience, currently with Empirical Wealth Management in Fort Worth, TX. His prior roles include positions at The Vanguard Group and Charles Schwab. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, and institutional investors, offering a range of investment management, financial planning, and consulting services. The firm employs a multi-asset class approach grounded in Modern Portfolio Theory and operates several affiliated businesses in real estate, insurance, and legal referrals.

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.

David Richards is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at GIACT Systems, Charles Schwab, and Fidelity Brokerage Services. John Hancock Personal Financial Services provides financial planning and consultative services to a varied client base that includes individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted advice model delivering written financial plans and operates an Emergency Savings program without advisory fees.

David Sandhu is a financial advisor with Eversource Wealth Advisors, LLC in Fort Worth, TX, holding a Series 65 credential and seven years of industry experience. His prior roles include positions at Wise Wealth, LLC, Lockheed Martin, and Space Exploration Technologies. Outside of advising, he is the managing member of Elle Properties, LLC, a real estate business. Eversource Wealth Advisors serves individual and institutional clients through a national network of investment advisor representatives, offering wealth management, financial planning, and investment advisory services. The firm utilizes multiple investment programs and conducts operational and investment due diligence, including private market funds and values-based strategies.

William Fairley is a financial advisor at Western Wealth Management LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2012. Fairley also operates as an insurance agent for MassMutual. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and consulting through a decentralized network of 88 advisors using varied investment strategies and access to multiple advisory programs.

Marc Sloter is a CFP® with over 21 years of industry experience. He is currently with Western Wealth Management LLC, where he has worked since 2019, and has also been affiliated with LPL Financial since 2011. Prior to that, he was associated with FWPAM, LLC and Whitney, Wetzel & Kuether, LLC. Western Wealth Management LLC serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and pension plan sponsors. The firm provides comprehensive portfolio management, financial planning, and institutional investment services through a decentralized network of advisers, offering access to multiple advisory programs and a broad range of investment strategies.

Kade Orsburn is a financial advisor at SEIA with a Series 65 credential and four years of industry experience. His prior roles include positions at Solutions 4 Wealth and the Denton County District Attorney's Office. Outside of advising, he manages several non-investment businesses, including Circle KO Holdings, LLC, a consulting company, and interests in mineral rights and property management. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm provides investment management, financial planning, retirement plan consulting, and investment consulting, combining strategic asset allocation with tactical adjustments primarily on a non-discretionary basis.

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.

Adam Farag is a CFP® professional at Forvis Mazars Wealth Advisors, LLC with approximately two years of experience. Prior to joining Forvis Mazars Wealth Advisors, he worked at FORVIS Wealth Advisors and Kohls, and he also has a background at Texas A&M University. Forvis Mazars Wealth Advisors is an SEC-registered investment adviser and a subsidiary of Forvis Mazars, LLP, providing comprehensive financial planning, investment management, and retirement plan consulting services to individuals, families, institutions, and nonprofits. The firm manages about $12 billion in assets and integrates financial planning with wealth management while leveraging its affiliation with a national accounting and professional services parent.

Colton Green is a Series 66-licensed financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He previously worked at Lincoln Investment and Valic Financial Advisors and has a background that includes roles in education and small business operations. Outside of his advisory role, he is involved with RETIRESIMPLY, where he engages in insurance sales and client financial goal meetings. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individual, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a multifaceted investment approach that includes fundamental, technical, and cyclical analysis, as well as model portfolios and uses discretionary and non-discretionary management for clients.

Thomas Rasmussen is a CFP® professional with nine years of industry experience. He is currently with Soltis Investment Advisors, LLC and has previously worked at Mission Wealth Management, Bluesky Wealth Advisors, Community First Bank/HFG Trust, EP Wealth Advisors, NewFocus Financial Group, and Fidelity Brokerage Services. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to a diverse client base, including high-net-worth individuals, institutions, and retirement plans. The firm employs a Modern Portfolio Theory approach combined with quantitative and qualitative analysis, and it emphasizes ongoing client communication through regular performance reviews and market commentary.

Jai Doshi is a financial advisor with Calton & Associates, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Calton & Associates since 2006. Outside of his advisory role, Doshi serves as a director on the board of the Fort Worth Lions Club, a local civic organization. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations through various program structures and combines advisory services with commissionable brokerage and insurance products.

Daniel Hornbaker is a financial advisor at Howard Capital Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Guggenheim Investments for 28 years and Northern Lights Distributors, LLC. Howard Capital Management serves a diverse range of clients, including retail and high-net-worth individuals, trusts, estates, and institutional investors. The firm employs proprietary tactical indicators and model portfolios, mainly using its own mutual funds and ETFs, and provides discretionary portfolio management and related services.