Bret Hackett is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Merit Financial Advisors. His prior experience includes roles at Purshe Kaplan Sterling Investment, LPL Financial, LLC, and H.D. Vest Advisory Services. Outside of his financial advisory work, he serves as treasurer for Glory to God Baseball Inc., a charitable nonprofit organization. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using customized model portfolios and offers specialized services such as fiduciary and ESOP trustee work alongside financial wellness programs.

Brian Carrillo is a financial advisor with Avantax Planning Partners, Inc. in Dallas, TX, holding a Series 66 designation and having 10 years of industry experience. His career includes roles at Merrill, Bank of America, and Charles Schwab before joining Avantax in 2020. He has been associated with several Cetera entities since 2025. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets as of 2025, with investment strategies overseen by an advisory committee and focused on tax-intelligent approaches.

Karen Ferrell is a financial advisor with Verity Asset Management in Carrollton, TX, holding a Series 65 credential and two years of industry experience. Prior to joining Verity, she worked in family services and foster care, including roles as a foster home assessor and contractor providing individual and family services. She also serves as operations director and volunteer board member for the ReUp Foundation, a charitable organization focused on mentorship programs. Verity Asset Management is an SEC-registered adviser offering discretionary portfolio management, retirement-plan advisory, and financial planning to individual, corporate, and institutional clients. The firm employs a model-driven investment process that emphasizes tactical asset allocation across multiple asset classes and provides both internally managed and third-party manager models.

Christopher Baker is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Avantax Planning Partners, Inc. in Dallas, TX. His prior work includes roles at LPL Financial, Northwestern Mutual Investment Services, and Cetera Wealth 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 operates primarily through a network of CPA firms and registered Advisor Representatives and manages assets using firm-designed style allocation models with an emphasis on tax-intelligent strategies.

Austin Roesler is a CFP®-certified financial advisor with four years of industry experience. He is currently with BakerAvenue in Southlake, TX, and has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, Ameriprise, Wells Fargo, and other financial firms. BakerAvenue provides wealth management, financial planning, and family office services primarily to individuals, high-net-worth clients, and institutions, offering a range of strategies that combine tactical allocation, quantitative analysis, and fundamental research. The firm also delivers consolidated household reporting and expanded services including trust and digital asset advice.

Thomas Philipp is a CFP® and ChFC® with 26 years of industry experience. He has been with Geneos Wealth Management, Inc. since 2013 and is also affiliated with Professional Wealth Management Group. Outside of his advisory roles, he owns Professional Planning Group Inc. and serves as an independent representative for fixed insurance business. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic methods and investment strategies tailored to client needs.

Logan Voelker is a financial advisor with B. Riley Wealth Advisors, Inc. He holds the Series 63 and Series 65 designations and has 11 years of industry experience. Prior to joining B. Riley in 2022, he worked at National Asset Management, National Securities Corporation, and WFG Investments, Inc. B. Riley Wealth Advisors provides investment advice and portfolio management services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a variety of programs and strategies, managing approximately $4.21 billion in assets through a team of about 173 advisors.

Danny Chapman is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Prospera since 2019 and previously spent ten years with Wells Fargo Advisors Financial Network LLC. Prospera Financial Services, Inc. is an enterprise-scale adviser and broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors across about 140 offices, offering investment advisory and financial planning services through various platforms and customizable portfolio solutions.

Anthony Palasota II is a CFP® professional with 28 years of industry experience. He is currently affiliated with Advisory Services Network and Fidelity, where he has worked since 1997 in various capacities including brokerage and personal advisory services. 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 services including portfolio management, financial planning, and retirement plan consulting, employing diverse investment strategies tailored to clients’ objectives and risk tolerances.

Jordan Jensen is a Series 65-licensed financial advisor at Savvy with six years of industry experience. He has worked at several firms, including ONE Advisory Partners, Soltis Investment Advisors, CapFinancial Securities, CAPTrust, and Northern Trust. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using primarily index-based, long-term strategies alongside active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and sub-adviser strategies.

Daniel Garcia is a financial advisor at Merit Financial Advisors in Southlake, TX, holding Series 66 and Series 63 licenses with six years of industry experience. His previous roles include positions at Purshe Kaplan Sterling Investments, Charles Schwab & Co., Inc., and Travelex. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed portfolios overseen by an internal Investment Management team.

Ashley Stephenson is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at Parallel Advisors, LLC since 2023 and previously spent two years at Ellevest and seven years at Tolleson Wealth Management. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach using fundamental, technical, and cyclical analysis across multiple asset classes and incorporates technology platforms for tax-efficient rebalancing and held-away account management.

Sharon Mora Schulz is a financial advisor at Avantax Planning Partners, Inc. based in Dallas, TX, holding a Series 65 designation. She has experience working with Cetera Wealth Services, LLC since 2025 and has been with Avantax in various roles since 2023. Prior to these positions, she spent 17 years at RetireBetter. 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 operates primarily through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets across more than 7,500 clients as of the end of 2025.

Colton Baysinger is a financial advisor at Triad Wealth Partners, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sullivan Financial Partners, Caliber Home Loans, and Charles Schwab & Co., Inc. Baysinger is also an insurance agent selling fixed insurance and 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 uses a model-driven investment process focused on strategic asset allocation and offers sub-advisory investment management, tax-efficient model portfolios, and operational support to RIAs.

Nehemiah Mc Farlin is a financial advisor with Dunham holding a Series 66 credential and five years of industry experience. His prior roles include positions at LAZ Parking and Instacart. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients through proprietary mutual funds, wrap fee programs, separately managed accounts, investment consulting, and a private fund. The firm employs a manager-of-managers investment approach with formal quarterly rebalancing and offers custody, trust, and donor-advised fund services through its affiliated trust company.

Jonathan Bernstein is a CFP® professional with 15 years of experience in the financial services industry. He is currently with BakerAvenue Asset Management, LP and has prior experience at Charles Schwab and Fidelity in both advisory and brokerage roles. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, offering portfolio management, financial planning, family office services, and specialized strategies including estate and philanthropy planning. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, and technical analysis with tactical asset allocation.

Shawn Miles is a financial advisor at RFG Advisory, LLC with a Series 65 credential and recent industry experience beginning in 2026. He has prior work experience at United Capital Financial Advisers, LLC from 2016. RFG Advisory is a multi-team registered investment adviser with around 178 advisors managing approximately $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan consulting, and access to alternative investments and annuity management using a blend of actively managed and passive strategies.

Lane Richardson is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 63 licenses and three years of industry experience. He previously worked at Robinhood Markets, Inc. and The Vanguard Group, Inc. Outside of finance, he operated Christi Ann Estate Sale Service for four years. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management. The firm utilizes third-party portfolio managers through the Envestnet platform and offers a range of advisory and brokerage services, including a Private Wealth Consulting program for high-net-worth clients.

Sergio Nunez is a financial advisor at Ally Invest Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill and Zions Bancorporation. Ally Invest Advisors provides discretionary portfolio management mainly to individual and high-net-worth clients through web-based and virtual services. The firm uses model portfolios based on Modern Portfolio Theory with multiple risk tiers, offering solutions that range from ETF-based Robo Portfolios to advisor-delivered personal advice.

Justin Brown is a financial advisor at Grimes & Company with three years of industry experience. He holds the Series 65 designation and has previously worked at Mercer Advisors, Capital Investment Advisors, Genesis Asset Management, and Score Sports. Grimes & Company Wealth Management serves individuals and families, including high-net-worth clients, as well as trusts, estates, pension plans, and government entities. The firm provides discretionary investment management and financial planning, employing proprietary research and a variety of investment strategies across multiple asset types.