Thomas Clark is a financial advisor at Grimes & Company with 11 years of industry experience. He holds the Series 66 designation and has worked previously at JP Morgan Securities LLC and TD Ameritrade. Outside of his advisory role, Clark serves as President and Pastor at Oak Stone Christian Church. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm uses proprietary research to build customized investment strategies across a variety of securities and also acts as a sub-adviser to other investment advisers.

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.

Joseph Eichmann is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Southlake, TX, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Virtus LLC, Triad Advisors, Alera Investment Advisors, Securian Financial Services, Minnesota Life Insurance Company, and GCG Financial. Eichmann is also a licensed agent assisting clients with life, accident, and health insurance options as part of the financial planning process. Intellicents Investment Solutions serves retirement plan sponsors, third-party administrators, and individual clients among others, offering ERISA consulting, HSA consulting, wealth management, and a wrap fee program. The firm’s investment approach emphasizes long-term, buy-and-hold strategies with oversight by a CFA-designated Chief Investment Officer.

Troy Willcox is a financial advisor with Infinity Financial Services Advisory, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining Infinity, he worked at Forthright Capital Partners LLC and Brushfire Technology. He is also involved in soliciting individual life insurance and fixed annuity products through Forthright Capital Partners. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm serves individual and high-net-worth clients using a multi-method investment approach that includes fundamental, technical, and quantitative analysis, and employs a variety of investment products such as mutual funds, ETFs, options, and alternative investments.

Karen Spence is a financial advisor at Great Valley Advisor Group, LLC with 18 years of industry experience. She holds the Series 66 designation and has previous experience with Good Life Advisors, LLC, Level Four Advisory Services, LPL Financial, and VSR Financial Services, Inc. Outside of her advisory role, she has a small business entity, Team Spence, Inc., used for tax and investment purposes. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a range of in-house strategies and third-party managers with ongoing due diligence and portfolio oversight.

Jeffrey Belton is a financial advisor with Intellicents Investment Solutions Inc. in Southlake, TX, holding Series 63 and Series 65 credentials and with 21 years of industry experience. Prior to his current role starting in 2019, he worked at StanCorp Investment Advisers, Inc. and StanCorp Equities, Inc. from 2008 to 2019. He also serves as a Town Council Member for Shady Shores, TX. Intellicents Investment Solutions Inc. serves retirement plan sponsors, administrators, and individual clients, offering consulting and wealth management services that emphasize long-term, buy-and-hold investment strategies supported by a Chief Investment Officer with a CFA credential.

Glenn Koehl is a Certified Financial Planner (CFP®) with 20 years of industry experience. He is currently with Soltis Investment Advisors, LLC, where he has worked since 2020. His prior roles include positions at Mariner, SlateStone Wealth, Capital Markets IQ, LLC, and Surety Wealth Management. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm applies Modern Portfolio Theory alongside quantitative and qualitative manager due diligence, offering a diversified selection of investment vehicles and maintaining a communication program that includes quarterly reviews and client conferences.

Anthony Pitzer is a CFP® with 23 years of industry experience, currently serving at Merit Financial Advisors. His career includes roles at Purshe Kaplan Sterling Investments, LPL Financial, LLC, and Osaic FA, Inc. He holds Series 66 and CFP® designations. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation approach supported by an internal investment team and uses both in-house and third-party managers.

Christopher Mccarley is a financial advisor at Signal Advisors Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Legacy Retirement Solutions, Advocate Financial Partners, and TTI. He is also involved with That Chris Lee LLC, an entity focused on insurance and financial business, speaking engagements, and AI application consulting. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation process complemented by various analytical methods and provides portfolio management, model access, and retirement plan consulting services.

Mark Theall is a financial advisor with Soltis Investment Advisors, LLC in Southlake, TX. He holds Series 63 and Series 66 licenses and has three years of industry experience, including previous roles at Zable Freeman and Fidelity Investments. His background also includes several years in education and swim team management. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base that includes individuals, institutions, trusts, and retirement plans. The firm employs a Modern Portfolio Theory-based investment approach combined with quantitative and qualitative manager analysis and offers a range of investment products and ongoing client communications.

Alejandra Navarro is a financial advisor at CoreCap Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Ameritas Investment Corp., CCF Investments, and Capital Choice Financial Services. Outside of her advisory work, she is involved as a driver delivering U.S. mail for Tracie McCormick Trucking. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and works with sub-advisors and third-party asset managers.

James Yahoudy is a financial advisor with Aptus Capital Advisors, LLC in Grapevine, TX, holding Series 66 and Series 63 designations and possessing 16 years of industry experience. His prior roles include positions at Quasar Distributors, LLC, TD Ameritrade, and Hornor, Townsend & Kent, LLC. Aptus Capital Advisors manages approximately $14.47 billion in assets and provides advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm emphasizes the use of actively managed ETFs and model-driven portfolios, applying both technical and fundamental analysis to seek market participation while aiming to mitigate major drawdowns.

Omar Esparza is a financial advisor at VOYA Financial Advisors, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with VOYA Financial Advisors and its affiliates since 2010, including prior roles at Principal Financial Services. VOYA Financial Advisors, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and portfolio management services through a large network of advisors, utilizing model portfolios, third-party managers, and technology-enabled tools across non-discretionary and discretionary account arrangements.

David Murdock Jr. is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Bordeaux Wealth Advisors LLC, Brownson, Rehmus & Foxworth, Silvercrest Asset Management Group LLC, Ernst & Young Investment Advisers LLP, and Equitable Advisors. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Heath Dowell is a CFP® with 12 years of industry experience, currently serving at Schwab Wealth Advisory. His prior experience includes roles at The Vanguard Group, TD Ameritrade, Thomson Reuters, and Merrill. He maintains an inactive investment-related LLC formed from a past business opportunity. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Joshua Dietz is a financial advisor with Schwab Wealth Advisory, holding a Series 65 credential and beginning his tenure there in 2026. He has prior experience at Texas Capital Bank Private Wealth Advisors, New York Life, and also led the Dietz Law Firm, PLLC for over a decade. Outside of financial services, he is the owner and president of ECO Group, LLC, a company that receives overriding royalty interests from oil and gas production. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in its own Schwab Wealth Advisory program and certain clients referred by Charles Schwab & Co. The firm’s guidance is based on internal asset-allocation models and research tools, with investment trades executed only upon client approval.

Jefferson Stiles is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential. He has been with Mercer since 2026 and previously worked at Texas A&M University and Covenant Christian Academy. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through a variety of strategies and platforms.

Dylan Harig is a financial advisor with GWN Securities Inc. in Colleyville, TX, holding the ChFC® designation and Series 66 license, with 21 years of industry experience. He has worked at Highland Capital Brokerage and GWN Securities since 2012. Outside of his advisory role, he serves as Managing Director of RISE, a Medicare-related business, and is involved with Redwood Financial, focusing on fixed annuity and insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across over 37,000 accounts and offers a range of managed-account programs, including unique legacy market-timing and momentum-based strategies.

Shayan Peerwani is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc., Charles Schwab Bank, TIAA, and Bank of the Ozarks. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools, offering tailored recommendations based on clients’ goals and risk tolerance, with trades executed only upon client authorization.

Adrian Valles is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 credentials and four years of industry experience. He has worked at Schwab Wealth Advisory since 2026 and previously held roles at Charles Schwab, TD Ameritrade, and SPR Packaging LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, using standard asset-allocation models and internal research tools with at-least-annual reviews tailored to client goals.