Moises Ospina is a financial advisor at Avantax Planning Partners, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several affiliated firms, including Cetera Wealth Services and Avantax Insurance Services. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily operates through a network of CPA firms and registered advisor representatives and manages assets across a broad client base using firm-designed style allocation models and tax-intelligent strategies.

Tracy Coffman is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at Cetera and its affiliates for ten years and currently operates Fusion Capital Management d/b/a Tracy Coffman Financial. Outside of her advisory work, she serves as a director for a business networking organization. Coppell Advisory Solutions LLC serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and corporate clients, providing discretionary portfolio management and financial planning through an open-architecture platform that includes a range of investment options. The firm employs tailored asset allocation models and both fundamental and technical analysis, with ongoing portfolio supervision and rebalancing.

Mahoghany Jordan is a financial advisor with Cetera Planning Partners in Dallas, TX. He holds a Series 65 designation and has four years of industry experience. Prior to joining Cetera Planning Partners, he worked at P3 Wealth Management and P3 Financial Group. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm employs a structured planning process that results in personalized financial plans, emphasizing diversified allocations through mutual funds and ETFs aligned with client risk tolerance.

Scott Stephens is a financial advisor at BakerAvenue with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BakerAvenue since 2009. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, typically under discretionary mandates. The firm employs a multi-strategy investment process that includes fundamental, quantitative, and technical analysis combined with tactical asset allocation.

David Durham is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and two years of industry experience. He has worked at Stander Financial and several technology firms, with his current roles including managing client investment accounts and annuity policies. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of almost 300 advisers. The firm provides portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Donald Goerner is a CFP® with 22 years of industry experience, currently serving at Coppell Advisory Solutions LLC. He has held roles at Fusion Capital Management since 2017 and Spectrum Advisors, Inc. from 2010 to 2017, with additional experience at Purshe Kaplan Sterling Investments since 2008. Outside of his advisory work, he advocates prepaid legal services as a sole proprietor. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning for individuals, pension plans, trusts, and corporate clients. The firm uses a tailored investment approach combining internally developed and independent asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

Jessica Sicking is a CFP® professional with 18 years of industry experience, currently serving at Triad Wealth Partners, LLC. Her prior experience includes roles at Charles Schwab and Co., TD Ameritrade, and Fidelity Brokerage Services. Outside of her advisory work, she is involved as an insurance agent selling fixed insurance, annuities, and fixed indexed annuities through International Wealth Management dba Sullivan Financial Partners. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment process focused on strategic asset allocation and offers sub-advisory management, tax-efficient model portfolios, and operational support for RIAs.

Joseph Roop is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Belmont Capital Advisors since 2009 and has held positions at Kalos Capital, Inc. and Dempsey Lord Smith, LLC. Outside of his advisory work, he serves as a deacon at First Presbyterian Church in Belmont, NC. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm employs a tailored investment approach using internally developed asset allocation models combined with fundamental and technical analysis, offering an open-architecture platform that includes a range of investment products.

Clifton Higgs is a financial advisor with BFC Planning, Inc. in Denton, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Cambridge Investment Research and Securities Management and Research. Outside of advisory work, he is involved in independent insurance agencies, focusing on health, property, and casualty insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional plans through a network of approximately 200 advisors. The firm provides financial planning and portfolio management services with a range of investment platforms and strategies, emphasizing client-specific approaches and operational features such as a formal review process for 12b-1 fees.

John Shea is a financial advisor with First Advisors National, LLC in Denton, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has operated Shea Wealthcare since 2012. Outside of advising, Shea is an independent insurance agent through TriQuest USA and is involved in a tax referral business in West Palm Beach, FL. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, focusing on investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process emphasizes selecting and monitoring outside money managers and supplementing with individual securities analysis.

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.

Colton Green is a financial advisor with Foundations Investment Advisors LLC and holds the Series 66 designation. He has four years of industry experience, including roles at Lincoln Investment and Valic Financial Advisors. Outside of advisory work, he is involved with RetireSimply, an insurance-related business focused on client financial goals. Foundations Investment Advisors is a multi-advisor registered investment adviser managing about $10.1 billion for nearly 29,615 clients through a network of nearly 300 investment adviser representatives. The firm provides portfolio management, financial planning, and retirement-plan support to a diverse client base, utilizing model portfolios and third-party sub-advisers.

Yanyi Tang is a financial advisor at Van Clemens Wealth Management, LLC with two years of industry experience. Tang holds the Series 66 credential and has prior experience at Equitable Advisors and MCM CPAs. Outside of advisory work, Tang owns an agency focused on commercial insurance and operates an online jewelry sales business. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and risk tolerance and employs a blend of modern portfolio theory with fundamental and technical analysis.

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.

Adam Lucart is a Series 66-licensed financial advisor with eight years of industry experience. He currently works at Principal Advised Services in Corinth, TX, and has prior experience at Charles Schwab & Co., Inc. and Fidelity Brokerage Services, LLC. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. As part of the Principal Financial Group family, the firm combines proprietary models and third-party methodologies to deliver advice supported by dedicated governance and supervision teams.

Thomas Clark is a financial advisor at Grimes & Company with 11 years of industry experience. He previously worked at JP Morgan Securities LLC and TD Ameritrade Investment Management. Outside of his advisory role, Clark serves as President and Pastor of Oak Stone Christian Church. 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 diversified investment approaches, including mutual funds, ETFs, independent managers, and option strategies, with specialized services for high-net-worth clients and other 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. He holds a Series 66 designation and has eight years of industry experience. His prior roles include positions at Virtus LLC, Triad Advisors, Alera Investment Advisors, and Securian Financial Services. Eichmann is also licensed to provide options in life, accident, and health insurance as part of the financial planning process. Intellicents Investment Solutions Inc serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm offers retirement plan consulting, HSA consulting, sub-advisory arrangements, and individual wealth management with an investment approach focused on long-term buy-and-hold strategies, periodic rebalancing, and diversified use of mutual funds, ETFs, and collective investment trusts.

Karen Spence is a financial advisor with Good Life Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. She has worked at Good Life Advisors since 2021 and previously spent five years at Level Four Advisory Services and has been associated with LPL Financial for 12 years. Outside of her advisory work, she manages Team Spence, Inc., a business entity used for tax and investment purposes. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management, serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers tailored portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers, using a combination of direct management, model portfolios, and sponsored advisory platforms.