James Turco is a financial advisor with Thurston Springer Advisors, holding Series 63, 65, and 66 licenses and five years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Bank. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum processes, and manages accounts typically on a discretionary basis.

Justin Davis is a financial advisor with Grimes & Company in Southlake, TX, holding the CFP® designation and securities licenses Series 63 and Series 66. He has 17 years of industry experience, including roles at J.P. Morgan Securities and TD Ameritrade. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, providing discretionary investment management and financial planning. The firm uses proprietary research and diverse investment strategies, including third-party long/short and options strategies, and is known for its affiliated private investment vehicle and work with other advisers and municipal clients.

John Knowles is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Ally Invest Advisors in 2021, he worked at Charles Schwab and TD Ameritrade. Outside of finance, he is the owner and design engineer of Dos Rios Audio Engineering, where he designs and markets guitar pedals and amplifiers. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, providing discretionary portfolio management through both automated and advisor-led services. The firm employs a Modern Portfolio Theory-based approach using ETF portfolios across multiple risk tiers, combining automated algorithms with supervised monitoring.

Mark Connell is a financial advisor with Regal Investment Advisors LLC in Grapevine, TX, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Aion Retirement, ProVision, PAGA, LLC, and Gateway Church. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers, serving their individual, high-net-worth, and corporate clients through a sub-advisory platform managing approximately $2.88 billion across proprietary and third-party strategies.

Brian Schmidt is a CFP® professional with 27 years of industry experience, currently affiliated with Avantax Planning Partners, Inc. He has held various roles within Avantax and associated entities since 2014 and is also connected to multiple Cetera-affiliated firms since 2024. Based in Dallas, TX, Schmidt holds Series 63 and Series 66 licenses as well. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets as of December 2025. Its investment approach includes firm-designed style allocation models overseen by an advisory committee, tax-intelligent strategies, and discretionary account management with periodic rebalancing.

Patrick Strodtman is a CFP® with 10 years of industry experience, currently an advisor at RFG Advisory, LLC since 2025. His prior roles include positions at Edelman Financial Engines, Gwfs Equities (Empower Retirement), and Fidelity Brokerage Services. He is also the founder and owner of Strodtman Wealth Management, an independent advisory and insurance practice. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutions. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party and proprietary strategies, managing assets using a combination of active and passive models with a focus on risk management and tax efficiency.

Britton London II is a financial advisor with Navy Federal Investment Services, LLC in Coppell, TX. He holds a Series 66 designation and has approximately one year of industry experience, with prior roles at MML Investors Services LLC, Mass Mutual Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance Company. Outside of the financial sector, he is also employed by DoorDash. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm employs third-party portfolio managers on the Envestnet platform and offers model-driven asset allocation, account monitoring, rebalancing, and unified managed account options.

Gerald Krager is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His career includes roles at TD Waterhouse Investor Services and Ameritrade Inc before joining Ally Invest Advisors in 2020. Ally Invest Advisors serves a broad retail client base with discretionary portfolio management through both automated web-based services and advisor-led advice. The firm employs model portfolios primarily constructed with ETFs and integrates automated algorithms with supervised monitoring, managing tens of thousands of client accounts at scale.

Tristan Bishop is a CFP® professional with two years of experience in the financial advisory industry. He currently works at Grimes & Company and has held prior roles at Lido Advisors, Third Act Wealth Management, Lifeway Financial Corporation, Mission 2540, Buffalo Springs Church, and Texas Tech University. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, providing discretionary investment management, financial planning, and non-investment implementation referrals. The firm employs customized investment strategies using proprietary research and manages allocations across various asset types, including mutual funds, ETFs, and individual securities.

Curtis Stephens is a financial advisor at Coppell Advisory Solutions LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Peak Brokerage Services, Capital Advisor Network, and Center Street Securities. Outside of his advisory role, he serves as a board member for Madison County in Edwardsville, IL. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, offers discretionary portfolio management and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm uses an open-architecture investment platform with internally developed and third-party asset allocation models, employing a wide range of investment tools and continuous portfolio monitoring.

Ethan Woods is a financial advisor at Soltis Investment Advisors, LLC with seven years of industry experience. He has held prior roles at Wells Fargo Clearing, Fisher Investments, Purshe Kaplan Sterling Investments, 49 Financial, and Axa Advisors. Soltis Investment Advisors offers discretionary investment management, financial planning, and pension/401(k) consulting services to individuals, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in assets and employs a Modern Portfolio Theory-based investment process incorporating quantitative screening and qualitative manager due diligence.

Scott Heinila is a financial advisor with Axxcess Wealth Management, LLC, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His prior roles include positions at Center Street Securities, Retirement Investment Advisors Inc., and Western International Securities. He also serves as President of Prism Wealth Preservation and Insurance Solutions, LLC, and is a board member of Meals on Wheels Orange County. Axxcess Wealth Management provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, trusts, businesses, and governmental entities. The firm’s investment approach focuses on customized multi-asset portfolios using a range of internally managed and third-party investment options, supported by a formal platform for advisor collaboration and performance oversight.

Nicole Fahnestock is a financial advisor at Larson Financial Group, LLC with a Series 66 designation and one year of industry experience. Her prior roles include positions at Thrivent Financial, Thrivent Investment Management Inc, White Coat Student Loan Consulting, MassMutual, and the Association of American Medical Colleges. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs using both strategic and tactical approaches and offers various consulting and management services for individuals, trusts, corporations, nonprofits, and pension plans.

Marcus Moore is a CFP® professional with 39 years of industry experience, currently serving as an advisor at Good Life Advisors, LLC since 2021. He has previously worked at LPL Financial and Level Four Advisory Services. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach and multiple analysis methods to offer tailored advice and access to a range of programmatic solutions, educational seminars, and ongoing planning services.

Brian Tillotson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Good Life Advisors, LLC since 2021 and has been associated with LPL Financial since 2014, including a prior role at Level Four Advisory Services. He is also the owner of Virtus Tax Strategies, LLC, a tax preparation and accounting business. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight through a mixture of in-house strategies and third-party platforms.

Giovanni Malatesta is a financial advisor at Secure Asset Management, L.L.C. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Investment Services, Wells Fargo Clearing, and BBVA-affiliated entities. Secure Asset Management primarily serves individual clients across various wealth levels, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a disciplined investment approach combining fundamental, technical, and cyclical analysis and frequently utilizes third-party money managers and held-away account management.

Dmitry Shteynsapir is a financial advisor with Coppell Advisory Solutions LLC in Dallas, TX. He holds a Series 65 designation and has been active in business consulting and commercial lending through his role at Dimfina LLC since 2017. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses a combination of internally developed and independent asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

Sandi Chui is a financial advisor at Kovack Advisors, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Western International Securities, Inc. for 12 years. Kovack Advisors, Inc. is an SEC-registered enterprise adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs, offers financial planning and third-party manager recommendations, and provides ongoing portfolio supervision and rebalancing.

Jason Rasmussen is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Soltis Investment Advisors, LLC since 2020. His prior roles include positions at SlateStone Wealth, LLC and Capital Markets IQ, LLC. 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, quantitative screening, and qualitative due diligence across a broad range of investment vehicles.

Ryan Murray is a financial advisor at Soltis Investment Advisors, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments, Motivosity, Oasis Outsourcing, Fairstream, Choose Greatness, Qualtrics, Union Pacific Railroad, and Brigham Young University. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individual clients, institutions, trusts, endowments, and retirement plans. The firm combines Modern Portfolio Theory with quantitative screening and qualitative manager due diligence to manage approximately $13 billion in client assets.