Nicole Fahnestock is a financial advisor at Larson Financial Group, LLC with a Series 66 designation and one year of industry experience. Her prior roles include positions at Thrivent Financial, Thrivent Investment Management Inc, White Coat Student Loan Consulting, MassMutual, and the Association of American Medical Colleges. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs using both strategic and tactical approaches and offers various consulting and management services for individuals, trusts, corporations, nonprofits, and pension plans.

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.

Marcus Moore is a CFP® professional with 39 years of experience in the financial industry. He is currently with Great Valley Advisor Group, LLC and has previously worked at firms including Good Life Advisors, LLC, LPL Financial, UBS Financial Services, and Merrill. Outside of his advisory role, he has been involved with Level Four Insurance Services, LLC, serving as a non-variable insurance agent. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Brian Tillotson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and over 24 years of industry experience. He has worked at several firms, including LPL Financial and Good Life Advisors, LLC. Outside of his advisory roles, Tillotson is the owner of Virtus Tax Strategies, LLC, a tax preparation and accounting business. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, utilizing a combination of proprietary strategies and third-party platforms to tailor portfolios to client objectives.

Giovanni Malatesta is a financial advisor at Secure Asset Management, L.L.C. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Investment Services, Wells Fargo Clearing, and BBVA-affiliated entities. Secure Asset Management primarily serves individual clients across various wealth levels, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a disciplined investment approach combining fundamental, technical, and cyclical analysis and frequently utilizes third-party money managers and held-away account management.

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.

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, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Calton & Associates since 2013 and is also a partner in Bear Marsh, LLC, a holding company focused on acquiring financial institutions. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients with portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and utilizes a variety of analytic approaches, operating both as a registered investment adviser and a broker-dealer.

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 the Series 65 and Series 66 licenses. His prior experience includes positions at Ameriprise Financial Services, Grit Wealth Management, and veryable, as well as a long tenure with Cyberguide. Outside of his advisory role, he works as a business development manager in the manufacturing sector. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a range of methods, including fundamental and quantitative analysis, to construct portfolios.

Daniel Kleiner is a financial advisor at Ally Invest Advisors with five years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Corelogic, Ranstad LLC, and Xome prior to joining Ally Invest Advisors. He serves in a dually licensed capacity, supporting both Ally Invest Advisors and Ally Invest Securities. Ally Invest Advisors offers discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm uses model portfolios based on Modern Portfolio Theory and provides services ranging from automated investing to Financial Advisor-delivered Personal Advice.

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.

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.