Jared Neven is a CFP® professional with nine years of industry experience, currently serving as an advisor at Sowell Management. He is also co-founder and partner of Bellwether Advisory Group. His prior experience includes roles at Baker Tilly Capital, LLC, Baker Tilly Wealth Management, LLC, and Kestra Investment Services, LLC, as well as service in the United States Army Reserve. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers solutions including model portfolios, third-party manager selection, unified managed accounts, and held-away account management.

Wayne Lilly is a financial advisor at Symphony Financial, Ltd. Co. with two years of industry experience. He has also operated The Lilly Group LLC since 2011 and has worked at United Airlines since 1998. Symphony Financial, Ltd. Co. offers discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.09 billion in assets and uses a long-term investment approach combining fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives.

Precious Stansberry is a financial advisor at SVB Wealth with Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at First Citizens Bank, Exxon, Boeing, Altria, PwC, and the Naval Education & Training Command. Beginning in 2025, she will serve as an Affluent Wealth Advisor at First Citizens Investor Services, providing comprehensive wealth management and financial planning services to high-net-worth clients. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a combination of affiliated and third-party managers guided by an Investment Committee and operates as a wholly owned subsidiary of First Citizens Bank & Trust Company.

Norbert Karczewski is a financial advisor at Navy Federal Investment Services, LLC with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at First Command Advisory Services and related entities from 2013 to 2024. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers on platforms such as Envestnet, providing ongoing account monitoring and rebalancing.

Daniel Goodwin is a financial advisor at Accurate Wealth Management, LLC with 16 years of industry experience. He holds Series 65 and Series 63 designations and has been involved with multiple firms including Provident Wealth Advisors, LLC and Goodwin Financial Reality, which he manages outside of investment activities. Accurate Wealth Management serves individuals, pension plans, charities, corporations, and other advisers, offering discretionary portfolio management, financial planning, and a range of investment options including alternative assets. The firm emphasizes value, safety, quality, and risk control in its asset allocation approach and manages approximately $1.71 billion in regulatory assets.

Sergio Sosa is a financial advisor with Bolton Securities Corporation in Houston, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2018, and previously at JP Morgan Securities LLC and JP Morgan Chase Bank from 2012 to 2018. Outside of his advisory work, he is co-owner and manager of Teak Accents, LLC, a business focused on building and selling home accents. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, and retirement plans. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, balancing long-term orientation with tactical trading and rebalancing.

Kenneth Golden is a financial advisor with The Mather Group, LLC, holding a Series 65 credential and seven years of industry experience. Prior to joining The Mather Group, he worked for Exxon Mobil for 34 years and spent a year in retirement. Outside of his advisory role, he is a member of KAG HOLDINGS, LLC, an engineering and management consulting business. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and customization options such as direct indexing and ESG portfolios.

Pamela Ahlers is a CFP® with 39 years of industry experience, currently serving at Harbour Investments, Inc. since 2012 and leading Ahlers Financial Group since 2022. She previously worked at Ahlers & Stoll CPA's for 38 years. In addition to her advisory role, she is an independent insurance agent and prepares accounting and tax returns for clients through her CPA firm. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to create customized strategies, offering discretionary and non-discretionary portfolio management alongside model-based solutions.

Michael Brcic is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at B. Riley Wealth Advisors and affiliated firms since 2022, and prior to that was with National Asset Management and National Securities Corp. His other business activities include life and health insurance sales. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers various programs such as Advisor-as-Portfolio-Manager and third-party managed accounts, managing approximately $4.21 billion in client assets through a team of about 173 advisors.

Bradley Roeske is a financial advisor with Concurrent Investment Advisors, LLC in The Woodlands, TX, holding Series 65 and Series 63 licenses with one year of industry experience. He has worked at Concurrent Investment Advisors and Tailormade Wealth Counsel since 2024. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement plan services to individuals, families, trusts, and businesses. The firm manages approximately $15.7 billion in assets across a multi-office platform and employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and individual securities.

Clinton Spradley is a financial advisor at Simplicity Wealth with a Series 65 credential and one year of industry experience. He previously worked at Fidelity Financial Group for eight years and has been with Simplicity Group since 2020. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, institutional clients, and other financial firms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios and a managed account platform for advisers alongside technology and operational support services.

Stephen Bauer is a CFP® with 18 years of experience in financial advising. He is currently with United Capital Financial Advisors, where he has worked since 2014, and previously worked at Cetera Advisor Networks LLC and Girard Securities. Bauer is also licensed to sell life, health, and annuities insurance products. United Capital Financial Advisors provides financial planning and investment management services to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and offers customized solutions such as ESG and faith-based investing, supported by proprietary technology and a range of ancillary services.

Jennifer Richards is a financial advisor at Avantax Planning Partners, Inc. with 14 years of industry experience. She holds the ChFC® designation and Series 66 and Series 63 licenses. Her prior roles include work at Cetera Wealth Services, Avantax Advisory Services, and John W. Rood, CPA, where she assists with tax-related questions for investment clients. Richards is also an insurance agent with Genworth Financial. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm operates through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets, and offers tax-intelligent strategies and discretionary management using firm-designed allocation models.

Edwin Langley Jr. is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Halbert Hargrove since 2011. He is also a certified public accountant and principal owner of Langley & Associates, a CPA firm he has operated since 1979. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a multi-advisor platform offering discretionary, fee-only investment management combined with financial planning and consulting services, utilizing a disciplined investment process overseen by an Investment Committee.

Frank Dunn Jr. is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He also owns Capstone Financial Consultants and provides CPA services on a limited basis. Additionally, he is involved with Mary's Call LLC, an organization that disseminates religious information. Concorde Asset Management serves individual, corporate, and retirement-plan clients with tailored portfolio management and financial planning, utilizing model portfolios and third-party strategists to implement asset-allocation strategies and discretionary trading.

Timothy Harrison is a financial advisor with B. Riley Wealth Advisors, Inc. based in The Woodlands, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at B. Riley Wealth Management since 2018 and previously held roles at National Securities Corp and Ameriprise Financial Services, Inc. Harrison is involved in insurance product sales and services through B. Riley Wealth Insurance. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, and businesses. The firm offers multiple investment programs and financial planning services, managing approximately $4.21 billion in client assets through a team of 173 advisors.

Ross Langley is a CFP® professional with 17 years of industry experience. He has been with Halbert Hargrove since 2011 and also operates Langley & Associates, a certified public accounting practice. Halbert Hargrove Global Advisors serves a diverse client base including high-net-worth individuals, pensions, trusts, and charitable organizations, managing approximately $4.2 billion across a multi-advisor platform. The firm offers discretionary, fee-only investment management and financial planning, employing an Investment Committee to construct diversified portfolios using a wide range of asset classes and investment strategies.

Chase Dobler is a financial advisor at Global View Capital Management LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm uses a quantitative and technical investment approach supported by its proprietary research platform and offers a range of managed account options including SMAs, mutual funds, ETFs, and third-party manager access.

Patrick Purcell is a financial advisor with Gradient Advisors, LLC, holding a Series 65 license and nine years of industry experience. He has been with Gradient Advisors since 2017 and has been operating his own wealth management and retirement planning firm, Protos Wealth Management, since 2017. Additionally, he is involved in annuity and insurance sales as a sole proprietor and agent. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model with a focus on client-approved transactions.

Daniel Roeske is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Raymond James Financial Services, and The Leaders Group Inc. He is involved with several closely related entities, including serving as president of TailorMade Wealth Counsel. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm that provides wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, managing approximately $15.7 billion in assets across a large multi-office platform.