Derrick Same is a financial advisor at Signal Advisors Wealth, LLC in Fort Worth, TX, with five years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Legacy Retirement Solutions, Gradient Securities, Advocate Financial Partners, MWA Financial Services Inc, Modern Woodmen of America, and Orkin Pest Control. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation approach combined with fundamental, quantitative, and technical analysis while supporting several thousand retail accounts.

Colton Shields is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Geneos Wealth Management, Inc. and Professional Wealth Management Group, where he has worked since 2021. Colton also operates as an independent representative for various insurance carriers in fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, institutions, and high-net-worth clients with financial planning, portfolio management, and referrals to third-party money managers. The firm uses a combination of fundamental and technical strategies and offers customized accounts, model-based allocations, and advisor-managed platforms.

Luke Tolson is a financial advisor at Prospera Financial Services, Inc. in Grapevine, TX, holding a Series 66 designation with 14 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney before joining Prospera in 2018. In addition to his advisory role, he provides accounting and business consulting services for DOT Compliance Group. 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 businesses, offering financial planning, portfolio management, and access to multiple advisory platforms, including both discretionary and non-discretionary account management options.

Nicholas Yokley is a Series 65-licensed advisor with Signal Advisors Wealth, LLC, based in Fort Worth, TX, with one year of industry experience. Prior to joining Signal Advisors Wealth, he worked at Legacy Retirement Solutions and American Senior Benefits. He also maintains activities as an insurance agent, selling various insurance products. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded IARs, and their retail clients. The firm uses a primarily top-down, tactical asset allocation process with sector rotation and supplements it with fundamental, quantitative, and technical analysis.

Victor Sanchez is a financial advisor at Verity Asset Management with one year of industry experience. He holds a Series 65 designation and previously worked for Albuquerque Public Schools for 16 years. Outside of his advisory role, he is involved with a nonprofit organization, Behind The Flag, Inc., where he serves as a board member and helps organize training and fundraising events. Verity Asset Management is an SEC-registered firm providing discretionary portfolio management, retirement-plan advisory, and financial planning services to individual, corporate, and institutional clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party manager models.

Charles Elhoff Jr. is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 63 designation and 52 years of industry experience. He has worked at several firms, including LPL Financial and Good Life Advisors, LLC. Outside of advisory roles, he is a licensed life and health insurance agent and serves as a FINRA arbitrator. Great Valley Advisor Group is an SEC-registered multi-team investment adviser that serves individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers to tailor portfolios to client objectives.

Juan Rosas is a financial advisor with Ally Invest Advisors, holding Series 66 and Series 63 licenses and seven years of industry experience. He has worked at Ally Invest Securities LLC and TD Ameritrade and is currently the owner of Rosas Construction, a construction and remodeling business. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm offers ETF-based robo portfolios and personal advice services based on model portfolios using Modern Portfolio Theory across five risk tiers.

Kyle Blair is a financial advisor with Prospera Financial Services, Inc. in Grapevine, TX, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior work history includes roles at Charles Schwab & Co., Inc., Mr. Cooper, Caliber Home Loans, and Quicken Loans. There are no additional outside activities noted. Prospera Financial Services, Inc. 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 various advisory programs and platforms.

Kurt Koke is a financial advisor with Prospera Financial Services, Inc. in Hurst, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Prospera since 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.

Jeremy Witbeck is a CFP®, CFA®, and Series 65-registered financial advisor at RWA Wealth Partners with 13 years of industry experience. He previously worked at Adviser Investments, LLC and Polaris Greystone Financial Group, LLC. In addition to his advisory career, he serves as an adjunct lecturer at California Lutheran University, teaching graduate-level financial planning courses. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored plans. The firm emphasizes strategic asset allocation and uses an open-architecture platform combining mutual funds, ETFs, separate accounts, and private pooled vehicles, supported by customized fixed income management and a mix of fundamental and quantitative strategies.

Emma Egan is a financial advisor at Soltis Investment Advisors, LLC with three years of industry experience. She previously worked at Fisher Investments for five years and has held roles at Learfield IMG and the University of Oregon. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base, including individuals, institutions, and trusts. The firm manages approximately $13 billion in client assets and employs an investment process based on Modern Portfolio Theory, combining quantitative screening with qualitative manager due diligence across a range of asset types.

Nickolas Moes is a financial advisor with Verity Asset Management in Southlake, TX, holding a Series 65 credential and six years of industry experience. Prior to joining Verity in 2022, he worked at Aversin Financial Associates and National Financial Services LLC. Outside of his advisory role, he is involved in several consulting and business ventures, including serving as CEO of Structured Pension, LLC and Structured Financial Group, LP, which provide insurance and tax services. Verity Asset Management is a multi-team SEC-registered advisory firm managing approximately $1.15 billion for individuals, retirement plan sponsors, institutional clients, and registered investment advisers. The firm emphasizes a model-based investment process with tactical asset allocation and offers both internally managed and third-party strategies, as well as sub-advisory and retirement consulting services.

Matthew Deno is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Manulife Asset Management (US) LLC since 2012 and has been affiliated with John Hancock and its related entities since 2002. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted model with third-party financial planning software to deliver generally framed written recommendations, serving a high client load per advisor.

Donald Johnson is a financial advisor at BOK Financial Securities, Inc. with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fidelity Investments. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients with non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led contact with investment research and asset allocation by Strategic Investment Advisors.

Ronald Staton is a financial advisor with Coppell Advisory Solutions LLC and holds a Series 65 designation. He has 11 years of industry experience and has previously worked at Virtue Capital Management, LLC. He is also president of Staton Financial Group, where he sells life insurance, long-term care insurance, and fixed annuities. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses an open-architecture platform and combines tailor-made asset allocation models with fundamental and technical analysis to implement strategies consistent with client objectives.

Dan Hoey is a financial advisor with Trajan Wealth, L.L.C. holding a Series 65 designation and four years of industry experience. His prior work includes positions at Fisher Investments and Goldman Sachs. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach that incorporates stocks, ETFs, and occasional mutual funds, with portfolios tailored to client-specific factors such as risk tolerance and tax considerations.

Sharran Hood is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. Prior to joining First Advisors National, Hood worked at Primerica Advisors for five years and has been involved with Primerica Financial Services for over a decade. Outside of advisory work, Hood is engaged in independent sales of insurance products. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and combines tactical and strategic investment approaches with fundamental analysis for supplemental security recommendations.

Cole Staton is a financial advisor at Coppell Advisory Solutions LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Virtue Capital Management and C&M Financial Group, where he also serves as owner of an advisory and insurance business. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm utilizes an open-architecture platform with tailored investment strategies and a broad range of investment tools, managing over $1 billion in client assets.

Charles Love is a financial advisor at Financial Gravity Family Office Services, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Sterling Hawthorne Wealth Management LLC, Sterling Hawthorne Group LLC, and Love Myles Group LLC. Outside of his advisory role, he is also engaged in insurance-related activities as an independent agent for Financial Gravity Enhanced Markets, LLC. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and frequently incorporates third-party sub-advisors and model portfolios in its investment approach.

Hameem Shah is a financial advisor at Ally Invest Advisors with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ally Invest Securities and as a self-employed advisor prior to joining his current firm. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, offering services such as ETF-based Robo Portfolios and Financial Advisor-delivered Personal Advice built on model portfolios with multiple risk tiers.