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 in Bloomington, MN, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Regal since 2017 and also maintains a long-term role at Flynn Planning Group since 2003. Outside of his advisory work, Flynn serves as Head of Development for Diamond Leaf Energy and is involved in leasing activities through Diamond Leaf Finance. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charities, and businesses. The firm offers a range of proprietary and third-party model portfolios, with discretionary authority to implement and manage these strategies on behalf of clients through their advisors.

Richard Sands is a financial advisor with Arkadios Wealth Advisors in Arlington, TX, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His career includes roles at firms such as Citigroup, Frost Private Bank, and Wells Fargo. He also operates Pinnacle Wealth Strategies, a financial planning and guidance service. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment plans deployed through various managed accounts and portfolios, utilizing fundamental, technical, and cyclical investment analyses.

James Hart Du Preez is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, holding a Series 65 credential. He has one year of industry experience, including prior work in commercial real estate and seven years with the Sunshine Tour. Arkadios Wealth Advisors is a multi-team SEC-registered firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and consulting services and utilizes a combination of fundamental, technical, and cyclical investment analysis to create customized client plans.

Garrett Baker is a Series 65-licensed advisor at Apollon Wealth Management, LLC with three years of industry experience. He previously worked at Sage Advisors LLC for four years and has background experience in education at the University of Wyoming and local high schools. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, retirement plan advisory, and consulting, with investment approaches spanning mutual funds, ETFs, equities, fixed income, alternative vehicles, and ESG models.

Michelle Cooley is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 66 credentials and 21 years of industry experience. Her prior roles include positions at LPL Financial and CUNA Mutual Group. She is also a co-host of The James Cooley Show...It’s Your Life LIVE on e360TV and radio. WCG Wealth Advisors, LLC provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm uses a tailored investment process that incorporates multiple analytical approaches and offers both direct management and access to third-party programs.

Justin Wooley is a financial advisor with Western Wealth Management LLC in Fort Worth, TX, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He also provides investment advisory services through Western Wealth Management, an independent registered investment advisor. 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 offers comprehensive portfolio management, financial planning, and institutional investment management through a decentralized network of 88 advisors, utilizing multiple advisory programs and a range of investment strategies.

Patrick Jackson is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at First Command Advisory Services and Citigroup Global Markets. Outside of his advisory work, he co-owns Greater Lights Logistics LLC, a general freight transportation business. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party managers through platforms like Envestnet, providing clients with account monitoring, rebalancing, and optional tax and impact overlay services.

Daniel Anderson is a financial advisor at Mutual of Omaha Investor Services, Inc. with 10 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes roles at Mutual of Omaha Advisors, Anderson Family Wealth Management LLC, and Mutual of Omaha Insurance Company. Additionally, he has worked with the Texas Scottish Rite Hospital for Children and is also licensed as an insurance agent specializing in life, health, annuities, major medical, and property and casualty insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account programs. The firm operates through platform relationships with Envestnet and maintains a multidisciplinary structure alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Amin Kotadia is a financial advisor with Archer Investment Corporation in Hurst, TX, holding a Series 66 designation and 21 years of industry experience. Prior to joining Archer in 2019, he worked at H.D. Vest Advisory Services and related entities from 2004 to 2017. He also operates Amin Kotadia CPA PC, a tax preparation and accounting firm, and manages an independent insurance agency. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers customized portfolio management and model-based strategies, with a focus on diversified allocations across multiple asset classes and regular account reviews.

Gunnar Soland is a financial advisor with Momentum Independent Network Inc. in Arlington, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Momentum Independent Network since 2005. Outside of his advisory role, he serves as a soccer referee for the Texas Association of Sports Officials and volunteers as the treasurer for his homeowners association. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet for investment management and offers a range of customizable strategies, including tax-aware and municipal bond options, integrated with Hilltop affiliates.

Tyler Holloway is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones, PM Squared Financial, and LPL Financial prior to joining Arkadios. He is also involved with Stewardship Wealth Management, LLC, an investment-related business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing advisor-managed Crest accounts, a bundled Peak wrap program, third-party money managers, and financial planning. The firm supports discretionary account management with an internal portfolio team and integrates multiple advisory and broker-dealer entities within its operating model.

Richard English is a financial advisor at FourStar Wealth Advisors, LLC in Arlington, TX, holding the ChFC® designation and Series 63 license with 27 years of industry experience. He previously worked at LPL Financial from 2014 to 2023 and is also associated with Nobles & Richards Inc. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary portfolio management. The firm combines fundamental and technical analysis to tailor portfolios primarily managed on a discretionary basis, including mutual funds, ETFs, individual securities, and third-party managers.

John Abney is a financial advisor with Mutual of Omaha Investor Services, Inc. in Irving, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Mutual of Omaha and its affiliated insurance company since 1991. In addition to his advisory role, Abney is an insurance agent offering a range of health and fixed insurance products and serves as president of AP Financial, Inc. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, money manager relationships, managed account programs, and retirement consulting. The firm operates a managed solutions platform with Envestnet and Pershing, supporting a variety of portfolio management options and integrating broker‑dealer and insurance distribution businesses within the Mutual of Omaha group.

Ashley Furlong is a CFP® professional with two years of industry experience, currently with Forvis Mazars Wealth Advisors, LLC. Her prior experience includes roles at FORVIS Wealth Advisors LLC, Willis Johnson & Associates, IMG Financial Group, and positions in education at Texas A&M University and North Central Texas College. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm provides financial planning, investment management, consulting, and family-office services, managing approximately $12 billion in assets and integrating coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Rocky Campbell is a Series 65 licensed advisor with Gibbs Wealth Management, LLC, based in Fort Worth, TX. He has two years of industry experience and previously worked at Hybrid Wealth Management and Hybrid Financial. Gibbs Wealth Management offers discretionary investment advisory services primarily to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists to implement model portfolios. The firm focuses on selecting and monitoring model portfolios rather than managing individual securities or providing standalone financial planning.

Steven Anderson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Mutual/United of Omaha Insurance Company since 1996. Anderson has served as president of NAIFA-Dallas and currently holds a volunteer position on its board as the national committee man. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through platform relationships with Envestnet and Pershing, delivering managed solutions and acting as a conduit to third-party money managers.

Cory Allen is a financial advisor at Gibbs Wealth Management, LLC in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has experience dating back to 2019 with roles at Hybrid Financial LLC and Axa Advisors, LLC. Outside of his advisory work, he is also an insurance agent providing customer service and support related to insurance activities. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and model portfolios to guide investment decisions. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions where appropriate.

Erik Luckstead is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 designation and 14 years of industry experience. His career includes roles at multiple firms, such as Wealth Lock Insurance Services LLC and Wealthstead LLC, where he serves as managing member. Outside of investment advisory, he is owner of an independent insurance agency focused on health, accident, and life benefits, and also provides business and loan consulting through Wealthstead LLC. Virtue Capital Management, LLC is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm employs strategic, tactical, and dynamic investment strategies primarily using mutual funds and ETFs, supported by quantitative models and an investment committee that conducts due diligence on third-party managers.

Ben Boyd III is a CFP® with 22 years of industry experience, currently serving at Symphony Financial, Ltd. Co. and LPL Financial since 2024. His prior roles include positions at Charles Schwab, Merrill Lynch, and Bank of America. Outside of financial advising, he is a business owner of Everyday Armor LLC, a company involved in packing and shipping operations. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and multi-family office services. The firm employs a long-term investment approach utilizing mutual funds, ETFs, individual securities, options, and private placements, and offers ERISA 3(21) fiduciary services alongside coordinating comprehensive multi-family office engagements.