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.

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.

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.

Patrick Jackson is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 registrations and five years of industry experience. He has worked at multiple financial firms, including Navy Federal Financial Group and First Command Advisory Services. Outside of his advisory role, he co-owns a general freight transportation business with his wife. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs and third-party portfolio managers.

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.

Teresa King is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Navy Federal in 2025, she worked at Nobles & Richards, Inc, FourStar Wealth Advisors LLC, Integrated Wealth Concepts, LLC, LPL Financial, LLC, and Edward Jones. She is also the owner and director of Kings Crown Elite Ventures, LLC, a private money lending and real estate investment business. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients. The firm offers portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options, primarily delivering advice through managed advisory programs that incorporate third-party portfolio managers.

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.

Gunnar Soland is a financial advisor at Momentum Independent Network Inc. with 32 years of industry experience. He has been with Momentum since 2005 and previously worked at Ameriprise Advisor Services, Inc. and Choreo, LLC. Outside of his advisory role, he serves as a volunteer treasurer for his homeowners association and is a soccer referee with the Texas Association of Sports Officials. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm utilizes both discretionary and non-discretionary structures and integrates broker-dealer operations with banking and municipal advisory services through its affiliation with the Hilltop group.

Tyler Holloway is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones, PM Squared Financial, and LPL Financial prior to joining Arkadios. He is also involved with Stewardship Wealth Management, LLC, an investment-related business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing advisor-managed Crest accounts, a bundled Peak wrap program, third-party money managers, and financial planning. The firm supports discretionary account management with an internal portfolio team and integrates multiple advisory and broker-dealer entities within its operating model.

Richard English is a ChFC® credentialed financial advisor with 27 years of industry experience. He has worked at FourStar Wealth Advisors, LLC since 2023 and previously held positions at Nobles & Richards Inc, LPL Financial, Cetera Wealth Services, LLC, Tower Square Securities, Inc., and Transamerica Financial Advisors. FourStar Wealth Advisors serves a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm uses a combination of fundamental and technical analysis to tailor portfolios across various asset types and provides services including financial planning, investment management, and retirement plan consulting.

Ashley Furlong is a CFP® professional with two years of experience, currently with Forvis Mazars Wealth Advisors, LLC in Fort Worth, TX. Her prior roles include positions at FORVIS Wealth Advisors LLC, Willis Johnson & Associates, and IMG Financial Group. She has also held roles outside the financial industry, including teaching positions at Texas A&M University and North Central Texas College. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, and consulting as part of an integrated service model. The firm emphasizes customized asset allocation and combines active and passive strategies within a disciplined, diversified approach.

Rocky Campbell is a Series 65 licensed advisor with Gibbs Wealth Management, LLC, based in Fort Worth, TX. He has two years of industry experience and previously worked at Hybrid Wealth Management and Hybrid Financial. Gibbs Wealth Management offers discretionary investment advisory services primarily to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists to implement model portfolios. The firm focuses on selecting and monitoring model portfolios rather than managing individual securities or providing standalone financial planning.

Stewart Scothorn is a financial advisor at Advisor Share Wealth Management, LLC with a Series 65 designation. He has one year of industry experience and has been employed at Advisor Share Wealth Management since 2026. He also has a longstanding role at The Benefit Link, Inc., where he has worked since 2010. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform used by independent advisers, implementing client strategies through third-party sub-advisers and model portfolios.

Cory Allen is a financial advisor at Gibbs Wealth Management, LLC in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has experience dating back to 2019 with roles at Hybrid Financial LLC and Axa Advisors, LLC. Outside of his advisory work, he is also an insurance agent providing customer service and support related to insurance activities. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and model portfolios to guide investment decisions. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions where appropriate.

Erik Luckstead is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 designation and 14 years of industry experience. He has worked at Virtue Capital Management since 2019 and has held various roles in related businesses including Wealthstead LLC, where he serves as managing member providing business and loan consulting. Additionally, he owns an independent insurance agency focused on health, accident, and life benefits. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic approaches and offers discretionary and non-discretionary management, financial planning, third-party manager due diligence, and sub-advisory services through a multi-team model.

Ben Boyd III is a CFP® with 22 years of industry experience, currently serving at Symphony Financial, Ltd. Co. and LPL Financial since 2024. His prior roles include positions at Charles Schwab, Merrill Lynch, and Bank of America. Outside of financial advising, he is a business owner of Everyday Armor LLC, a company involved in packing and shipping operations. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and multi-family office services. The firm employs a long-term investment approach utilizing mutual funds, ETFs, individual securities, options, and private placements, and offers ERISA 3(21) fiduciary services alongside coordinating comprehensive multi-family office engagements.

Mitchell Zaelit is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc. and TD Ameritrade. He also serves as a digital product director focused on wealth management and robo-advice products. Ally Invest Advisors serves a broad retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated and advisor-led services. The firm employs ETF-based portfolios aligned with Modern Portfolio Theory and delivers investment management at scale through digital and automated processes.