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 27 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Western International Securities, Inc., Citigroup Global Markets, and Merrill. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and access to sub-advisory programs through a structured investment approach supported by Envestnet technology.

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.

Barry Richey is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Madison Avenue Securities since 2019 and previously spent 16 years at USA Financial Securities Corporation. Richey is also president and director of Win Financial Group, Inc., where he oversees life insurance and annuity sales to assist in income and estate planning. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting, college savings assistance, and services for charitable organizations. The firm manages approximately $2.0 billion across about 14,000 clients through various portfolio management strategies and advisory platforms.

Christopher Habib is a CFP® with seven years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners since 2019. His prior experience includes roles at Sullivan, Bruyette, Speros & Blayney and Monument Wealth Management. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a broad client base including individuals, high-net-worth clients, families, and institutions. The firm uses an asset-class investing approach grounded in academic research, incorporating ESG screening and private investments alongside traditional funds.

David Abdulky is a financial advisor at Momentum Independent Network Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SWS Financial Services Inc. since 2003. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing third-party managers and integrated platforms to deliver customized investment solutions.

Scott Barth is a financial advisor with Secure Asset Management, L.L.C., holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. for 12 years. Outside of his advisory role, Barth serves on the board of directors for Staton Oaks HOA and owns a holding company for St. Croix Cellars, a winery, which requires approximately five hours of weekly involvement. Secure Asset Management, L.L.C. serves individual clients ranging from non‑high-net-worth to high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analyses, often utilizing third-party money managers and trading signals, and manages held-away employer accounts through a third-party platform.

Brandi Holmes is a CFP® with 25 years of industry experience, currently with Advisory Services Network. She previously worked at Calton & Associates, Inc. and Fidelity, and has been associated with Anchor Private Planning since 2015. Holmes is also licensed as an insurance agent involved in the sale and service of insurance products. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of portfolio management, financial planning, and consulting services, employing strategies tailored to clients’ objectives and risk tolerances.

Kevin Marsh is a financial advisor with Calton & Associates, Inc. in Coppell, Texas, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Calton & Associates since 2013 and is also a partner at Bear Marsh, LLC, a holding company focused on purchasing financial institutions. Calton & Associates is a registered investment adviser, broker‑dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management, financial planning, and access to third-party money managers, employing a mix of analytical approaches and a variety of investment strategies.

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.

Matthew Beaver is a financial advisor at Inspire Advisors, LLC with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at firms including Ameriprise Financial Services and Grit Wealth Management. Outside of advisory work, he serves as a business development manager for clients in the manufacturing sector through his role at Factur. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individual clients, institutions, charitable organizations, broker-dealers, and other advisers. The firm incorporates Biblically Responsible Investing using its proprietary Inspire Impact Score™ and employs a blend of fundamental, technical, and quantitative methods to build diversified portfolios.

Daniel Kleiner is a financial advisor with Ally Invest Advisors, holding Series 66 and Series 63 licenses and five years of industry experience. He has worked in various roles within Ally Invest Advisors and Ally Invest Securities since 2021, with prior experience at Corelogic, Randstad LLC, and Xome. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction. The firm offers ETF-based Robo Portfolios, automated investing options, and financial advisor-delivered personal advice, utilizing model portfolios built on Modern Portfolio Theory across multiple risk tiers.

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.

Sanden Leavers is a financial advisor at BakerAvenue Asset Management with one year of industry experience. He holds a Series 65 designation and is based in Southlake, Texas. Prior to joining BakerAvenue in 2025, he had a nine-year period without registered advisory roles. BakerAvenue is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm provides discretionary portfolio management, financial planning, family office services, and specialized strategies that combine quantitative, fundamental, and tactical allocation tools.

Matthew Gallagher is a CFP® with 13 years of experience in financial advisory. He is currently with CreativeOne Wealth, LLC and has held roles at Prosperity Wealth Management, Gallagher & Sons Wealth Management, Client One Securities, and Gallagher Financial Group. He also offers fixed insurance products through Prosperity Wealth Management. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors. The firm primarily manages discretionary accounts using a combination of proprietary models and third-party managers, employing strategies that include ETFs, mutual funds, options, and private investments.

Thomas Smith is a financial advisor at Legacy Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Realta Investment Advisors, Inc., Realta Equities, Inc., and Capital Markets IQ. Smith also operates Bering Financial, LLC, a life insurance and fixed annuity sales business. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies including in-house models, sub-advisers, and alternative investments tailored to clients’ objectives and risk tolerances.

Steven Harlass is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Thrivent Investment Management Inc and Thrivent Financial since 2014. Outside of his advisory role, he serves as an elder at Soulthirst Church, a Lutheran church in the Dallas-Fort Worth area, participating in leadership, worship, and community ministry activities. Thrivent Advisor Network provides investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers. The firm typically constructs diversified portfolios using low-cost mutual funds and ETFs while also offering other investment options and continuous account monitoring.

Nicholas Trevino is a financial advisor at Global View Capital Management LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Experior Financial Group. Outside of his advisory role, Trevino is the owner and lead instructor of Trident Sailing Academy, where he provides sailing instruction and manages sales and marketing. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm utilizes a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and operational infrastructure.

Lenny Martinez is a financial advisor at Simplicity Wealth with 12 years of industry experience. He holds a Series 65 designation and has worked at several firms including Brokers International Financial Services and Secure Investment Management. Martinez is also president of Futurenvest Consulting and serves as a workshop presenter on financial wellness for corporate employees. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, as well as additional services such as tax optimization and customized investment screening.

Kevin Mc Gohan is a financial advisor with The Patriot Financial Group, LLC in The Colony, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining The Patriot Financial Group, he was affiliated with CETERA Financial Specialists LLC and Champion Financial Group. Outside of his advisory role, Mc Gohan leads a chapter of Professional Connectors, a networking group, and is active in other local and national networking organizations. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios to client goals and risk tolerance, employing a variety of investment strategies and products including mutual funds, ETFs, private equity, and advisory annuities.