Margaret Thompson is a financial advisor with Prospera Financial Services, Inc. in Hurst, TX, holding a Series 66 designation and 28 years of industry experience. She previously worked at Merrill from 1998 to 2004 before joining Prospera in 2004. 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 programs and platforms.

Charles Kelsey is a financial advisor with Mutual Advisors, LLC in Fort Worth, TX, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at Mutual Advisors since 2019 and previously held roles at National Financial Services LLC. In addition to his advisory work, Kelsey serves as an Intelligence Officer in the U.S. Army Reserve. Mutual Advisors serves a diverse client base, including individual investors, trusts, retirement plans, and institutional clients, managing approximately $9.45 billion. The firm employs a mix of active and passive investment strategies tailored to client objectives and is noted for its scale in institutional work and a broad range of advisory services.

Mark Connell is a financial advisor with Financial & Tax Architects, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Regal Investment Advisors, Aion Retirement, and Gateway Church. Financial & Tax Architects specializes in discretionary portfolio management and financial planning for individual and high-net-worth clients, particularly those nearing or in retirement. The firm uses proprietary investment strategies primarily involving ETFs and individual securities, offering customized portfolios managed with monthly reviews and rebalancing.

Michael Ryan is a financial advisor with Foundations Investment Advisors LLC in Fort Worth, TX. He holds Series 63 and Series 65 credentials and has 16 years of industry experience. Prior to joining Foundations in 2025, he worked at firms including AE Wealth Management, CV Mansfield LLC, and Principal Financial Ltd Co. Ryan is also engaged as legal counsel and a member of Black Rock, LLC, providing legal advice to individuals and organizations. Foundations Investment Advisors, LLC offers financial planning and portfolio management services to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach, incorporating structured products and alternative investments where appropriate.

Sabrina Baker is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and bringing five years of industry experience. She has worked extensively within the Navy Federal organization in various roles since 2014. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm emphasizes managed advisory programs with third-party portfolio managers and provides both digital automated investment solutions and layered portfolio options.

Michael Goolsby II is a Series 65-licensed advisor with Mutual of Omaha Investor Services, Inc. He has one year of industry experience and currently works in Irving, TX. His prior work includes roles with Mutual of Omaha Insurance Company and various positions outside the financial industry. 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 primarily through a platform relationship with Envestnet. The firm operates alongside broker‑dealer and insurance businesses within the Mutual of Omaha group.

Gerald Krager is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His career includes roles at TD Waterhouse Investor Services and Ameritrade Inc before joining Ally Invest Advisors in 2020. Ally Invest Advisors serves a broad retail client base with discretionary portfolio management through both automated web-based services and advisor-led advice. The firm employs model portfolios primarily constructed with ETFs and integrates automated algorithms with supervised monitoring, managing tens of thousands of client accounts at scale.

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.

Tristan Bishop is a CFP® professional affiliated with Grimes & Company and has two years of industry experience. Before joining Grimes & Company, he worked at Lido Advisors and Third Act Wealth Management, among other firms. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, and government entities. The firm builds customized investment strategies using proprietary research, various fund types, and both affiliated and unaffiliated private funds.

Curtis Stephens is a financial advisor with Coppell Advisory Solutions LLC in Dallas, TX, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Peak Brokerage Services, Capital Advisor Network, and Center Street Securities. Stephens serves as a board member for Madison County, Illinois, participating in local government decision-making. Fusion Investment Advisors, operating under Coppell Advisory Solutions LLC, provides discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages over $1.1 billion in assets using an open-architecture platform with tailored investment strategies and a broad range of investment tools.

Scott Flynn is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He worked at Flynn Planning Group for 14 years before joining Regal Investment Advisors in 2017. Flynn serves as Head of Development for Diamond Leaf Energy, a non-investment-related company. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated registered advisers and their clients, managing approximately $2.88 billion through a multi-team sub-advisory platform. The firm offers proprietary and third-party investment strategies and handles trade execution, rebalancing, and overlay management on behalf of its adviser network.

Aspen Gregg is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. Prior to entering the financial industry, Gregg held various roles in the hospitality sector, including positions at several steakhouses and restaurants. Arkadios Wealth Advisors is a multi-team, SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm provides customized investment plans and offers discretionary and non-discretionary portfolio management, ERISA retirement plan consulting, and integrated reporting services.

Nicholas Brown is a CFP® and ChFC® with 15 years of experience in financial services. He is currently with USAA Investment Services Company and has held various roles within USAA-affiliated firms since 2006. Outside of his financial advisory work, he has been involved with Often Home LLC since 2017. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members, delivering Retirement Income Strategy Reports and facilitating referrals to third-party advisers rather than managing client assets directly.

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.

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 professional background includes roles at CitiGroup, Frost Private Bank, Arete Wealth Management, and Wells Fargo. In addition to his advisory work, he operates Pinnacle Wealth Strategies, a financial planning and guidance service. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various internally managed and third-party solutions, employing a blend of fundamental, technical, and cyclical investment analysis.

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 with Apollon Wealth Management, LLC, based in Arlington, TX, and has three years of industry experience. Prior to joining Apollon in 2026, he worked at Sage Advisors LLC for four years and held various roles in education at the University of Wyoming and local high schools. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, trusts, estates, businesses, retirement plans, and insurance company clients, combining centrally managed strategies with locally managed portfolios and employing a range of investment tools including ESG risk models, Direct Indexing, and generative AI.

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.

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 18 years of industry experience. He has worked at Western Wealth Management since 2017 and previously at Wells Fargo Clearing and Edward Jones. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates a decentralized network of adviser representatives and offers comprehensive portfolio management, financial planning, and access to various investment strategies through multiple sponsored programs.