Troy Fore III is a CFP® and holds a Series 66 license, with 10 years of experience in the financial advisory industry. He is currently with Aspen Wealth Management, LLC, where he has worked since 2023. His prior experience includes roles at AXA Advisors, LLC and Vision Point Advisory Group. Outside of his advisory work, Fore serves as a volunteer board member for the Coastal Conservation Association. Aspen Wealth Management is an SEC-registered, team-based firm managing approximately $658 million for individual and family clients, including high-net-worth households, as well as employer-sponsored retirement plans. The firm offers comprehensive financial planning and discretionary asset management, using a model-based portfolio construction approach combined with a buy-and-hold strategy and periodic rebalancing.

William Schwennsen is a financial advisor with Signal Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Signal Securities since 2005. Outside of his advisory role, he is involved in financial planning and insurance sales through Schwennsen Financial Services. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and a consultative process, offering model-based asset allocation programs and separately managed accounts primarily on a non-discretionary basis.

Christian Messemer is a CFP® professional with 12 years of industry experience. He is currently with Discipline Wealth Solutions, Inc., a team-based firm where he has worked since 2026. His prior experience includes roles at Clark Asset Management, Q3 Advisors, and Morgan Stanley, among others. Messemer is also involved with Scholarship Shepherd, a nonprofit organization he has worked with since 2018. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing a range of investment advisory services, including discretionary and non-discretionary managed accounts, sub-advisory relationships, and retirement plan consulting. The firm tailors portfolios to client objectives and risk tolerances using various investment approaches, and it provides oversight of third-party managers and participant-level education for retirement clients.

Norman Farr is a CFP® with 25 years of industry experience and has been with Diesslin & Associates, Inc. since 1992. He is based in Fort Worth, TX, and is part of the Diesslin Group, Inc. team. Diesslin Group, Inc. provides comprehensive, fee-only financial planning and asset management services to individuals, businesses, and organizations, managing approximately $621 million in assets. The firm emphasizes strategic asset allocation, global diversification, and tax-sensitive implementation, and is notable for its role as a private fund sponsor and manager of several closed-end investment funds.

Martin Rasmussen is a CFP® professional with 18 years of industry experience, currently affiliated with Foundations Investment Advisors LLC and Clearfork Financial Planning. His prior experience includes roles at AE Wealth Management, LLC, Global Financial Advisory, and Global Financial Private Capital, LLC. Rasmussen also serves as an insurance agent with Advisors Excel, writing life insurance, annuities, and Medicare supplements. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach, and offers a range of services through a large network of affiliated offices and representatives.

James Wood is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with Dynamic in Fort Worth, TX, and has worked at firms including Charles Schwab, TD Ameritrade, and Morgan Stanley. Dynamic serves a wide range of clients including individuals, trusts, charitable organizations, and businesses, offering portfolio management, financial planning, retirement plan services, and support for other advisers. The firm emphasizes a long-term, client-specific investment approach and provides integrated technology and outsourcing solutions for unaffiliated registered investment advisers.

Matthew Kline is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He is currently with Northern Trust Securities, Inc. in Fort Worth, TX, and has prior experience at Bank of America and Merrill. Northern Trust Securities, Inc. is a multi-team firm providing discretionary portfolio management through a model-driven wrap fee program, serving high-net-worth individuals, retail investors, and institutional clients. The firm integrates advisory, brokerage, and custody services, offering portfolios that combine proprietary and third-party products with periodic reviews for suitability and performance.

Brittany Hiett is a financial advisor at MCF Advisors, LLC with two years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Northern Lights Distributors, Sierra Investment Management, and The Preiss Company. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for individuals, small businesses, pension plans, and pooled investment vehicles. The firm offers comprehensive wealth management, discretionary portfolio management, and additional services including tax preparation, accounting, CFO services, and advisory support for affiliated private funds.

Christopher Cottrell is a financial advisor with Arkadios Wealth Advisors in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. His prior firms include LPL Financial LLC, Hi-Fidelity, AXA/Equitable Advisors, and Parkhill, Smith, and Cooper. He is also involved with Stewardship Wealth Management LLC. Arkadios Wealth Advisors is a multi-team SEC-registered advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and consulting services, utilizing customized investment plans based on client risk profiles and a combination of fundamental, technical, and cyclical analysis.

Philip Wetzel, Jr. is a financial advisor with Strategic Financial Concepts, LLC in Fort Worth, TX, holding a Series 66 designation and 26 years of industry experience. He previously worked at WWK Wealth Advisors and Whitney Wetzel & Kuether, L.L.C., and has maintained a long-standing association with LPL Financial. Outside of his advisory role, he serves as a director of Wetzel Financial Strategies, LLC. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management, financial planning, and consulting, employing both fundamental and technical analysis as well as third-party manager solutions, with ongoing supervision and rebalancing.

Margaret Thompson is a financial advisor with Prospera Financial Services, Inc. in Hurst, TX, holding a Series 66 designation and 28 years of industry experience. She previously worked at Merrill from 1998 to 2004 before joining Prospera in 2004. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Charles Kelsey is a financial advisor with Mutual Advisors, LLC in Fort Worth, TX, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at Mutual Advisors since 2019 and previously held roles at National Financial Services LLC. In addition to his advisory work, Kelsey serves as an Intelligence Officer in the U.S. Army Reserve. Mutual Advisors serves a diverse client base, including individual investors, trusts, retirement plans, and institutional clients, managing approximately $9.45 billion. The firm employs a mix of active and passive investment strategies tailored to client objectives and is noted for its scale in institutional work and a broad range of advisory services.

Michael Ryan is a financial advisor with Foundations Investment Advisors LLC in Fort Worth, TX. He holds Series 63 and Series 65 credentials and has 16 years of industry experience. Prior to joining Foundations in 2025, he worked at firms including AE Wealth Management, CV Mansfield LLC, and Principal Financial Ltd Co. Ryan is also engaged as legal counsel and a member of Black Rock, LLC, providing legal advice to individuals and organizations. Foundations Investment Advisors, LLC offers financial planning and portfolio management services to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach, incorporating structured products and alternative investments where appropriate.

Sabrina Baker is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and bringing five years of industry experience. She has worked extensively within the Navy Federal organization in various roles since 2014. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm emphasizes managed advisory programs with third-party portfolio managers and provides both digital automated investment solutions and layered portfolio options.

Robert Fitzgerald is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, with two years of industry experience. He holds the Series 66 designation and also maintains a law practice, the Law Office of Robert James Fitzgerald, P.C., which he has operated since 2018. Fitzgerald serves as a board member of Stewardship Wealth Management LLC, a for-profit entity. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through various advisory programs, including internally managed portfolios and third-party money managers. The firm employs a combination of fundamental, technical, and cyclical analysis, supports discretionary account management, and offers retirement plan consulting with fiduciary oversight.

Scott Flynn is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He worked at Flynn Planning Group for 14 years before joining Regal Investment Advisors in 2017. Flynn serves as Head of Development for Diamond Leaf Energy, a non-investment-related company. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated registered advisers and their clients, managing approximately $2.88 billion through a multi-team sub-advisory platform. The firm offers proprietary and third-party investment strategies and handles trade execution, rebalancing, and overlay management on behalf of its adviser network.

Aspen Gregg is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. Prior to entering the financial industry, Gregg held various roles in the hospitality sector, including positions at several steakhouses and restaurants. Arkadios Wealth Advisors is a multi-team, SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm provides customized investment plans and offers discretionary and non-discretionary portfolio management, ERISA retirement plan consulting, and integrated reporting services.

Sady Whitley is a financial advisor at Momentum Independent Network Inc. with one year of industry experience and holds a Series 66 designation. Prior to joining Momentum, Whitley worked in various roles including at the Johnson County District Clerk and in education. Outside of finance, Whitley owns and operates businesses in equine dentistry, mobile sanitation services, and HVAC/plumbing services. Momentum Independent Network Inc. serves individual, corporate, and institutional clients with investment advisory, portfolio management, and brokerage services. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities through its affiliation with the Hilltop group.

Nicholas Brown is a CFP® and ChFC® with 15 years of experience in financial services. He is currently with USAA Investment Services Company and has held various roles within USAA-affiliated firms since 2006. Outside of his financial advisory work, he has been involved with Often Home LLC since 2017. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members, delivering Retirement Income Strategy Reports and facilitating referrals to third-party advisers rather than managing client assets directly.

Bryan Bernard is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 credentials and offering 36 years of industry experience. He has been with Prospera since 2002. Bernard is also the owner of Silverthorn Investments, where he provides investment services for individuals, business owners, and corporations. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.