Daniel Korth is a financial advisor with Truvestments Capital LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Prosperity Financial Group, Inc. and World Equity Group. Outside of advising, he assists clients with estate planning documentation and is involved in business cost reduction programs through Integrity Business Solutions. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, financial planning, consulting, and sub-advisory services, and manages a private investment vehicle focused on long-term Bitcoin holdings.

William Schwennsen is a financial advisor with Signal Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Signal Securities since 2005. Outside of his advisory role, he is involved in financial planning and insurance sales through Schwennsen Financial Services. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and a consultative process, offering model-based asset allocation programs and separately managed accounts primarily on a non-discretionary basis.

Brian Drolet is a CFP® with 18 years of experience in the financial services industry. He is currently part of the team at Prestige Wealth Management and has held prior roles at firms including Arbor Point Advisors and Securities America. Outside of advisory work, he is licensed as an insurance agent with various carriers. Prestige Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 client relationships. The firm uses an asset-allocation approach across multiple investment vehicles and offers services including discretionary investment management, financial planning, retirement plan advisory, and tax preparation coordination through an affiliated entity.

Maurice Whittaker is a financial advisor with Meristead Wealth, LLC, holding Series 63, Series 66, and Series 65 designations and 17 years of industry experience. His prior roles include positions at Stansberry Asset Management and E*TRADE Capital Management. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, utilizing a combination of top-down macro analysis and fundamental bottom-up research to pursue value-oriented global equity and credit strategies. The firm manages multiple private credit funds and engages in specialized investment approaches including distressed and income-oriented positions.

Norman Farr is a CFP® with 25 years of industry experience and has been with Diesslin & Associates, Inc. since 1992. He is based in Fort Worth, TX, and is part of the Diesslin Group, Inc. team. Diesslin Group, Inc. provides comprehensive, fee-only financial planning and asset management services to individuals, businesses, and organizations, managing approximately $621 million in assets. The firm emphasizes strategic asset allocation, global diversification, and tax-sensitive implementation, and is notable for its role as a private fund sponsor and manager of several closed-end investment funds.

Geoffrey Erwin is a CFP® professional with 27 years of experience in the financial services industry. He currently works at BakerAvenue, where he has been since 2022. His previous roles include positions at Fidelity Personal and Workplace Advisors and Strategic Advisers, as well as Fidelity Brokerage Services. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. organizations, offering portfolio management, financial planning, family office services, and specialized strategies including estate and philanthropy planning. The firm employs a combination of fundamental, quantitative, and technical analysis with tactical asset allocation across various named strategies.

Matthew Kline is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He is currently with Northern Trust Securities, Inc. in Fort Worth, TX, and has prior experience at Bank of America and Merrill. Northern Trust Securities, Inc. is a multi-team firm providing discretionary portfolio management through a model-driven wrap fee program, serving high-net-worth individuals, retail investors, and institutional clients. The firm integrates advisory, brokerage, and custody services, offering portfolios that combine proprietary and third-party products with periodic reviews for suitability and performance.

Drew Sparks is a financial advisor with Advisor Resource Council in Irving, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Advisor Resource Council and LPL Financial since 2014. Outside of his advisory role, he is also an insurance agent with Insurance Designers of Dallas. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting. The firm utilizes actively managed strategies that integrate artificial intelligence tools with fundamental analysis across various portfolio types, including equities, fixed income, and alternatives.

Brittany Hiett is a financial advisor at MCF Advisors, LLC in Lexington, KY, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior roles include positions at Northern Lights Distributors, Sierra Investment Management, and The Preiss Company. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation process tailored to clients' goals and risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning support.

Ryan Mc Weeney is a financial advisor at Parallel Advisors, LLC with two years of industry experience. He joined Parallel Advisors in 2022 after working at Fidelity Investments from 2020 to 2022. Prior to his financial services career, Mc Weeney had roles in retail and corporate settings, including at Ward's Berry Farm and State Street Corporation. 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 range of investment strategies across multiple asset classes and integrates technology platforms to manage tax-efficient rebalancing and held-away accounts.

Robert Barton is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 65 credentials and has 38 years of industry experience. Since 2013, he has been associated with SWS Financial Services. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients, offering advisory and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet for investment advice and account management, and is notable for its integration with Hilltop affiliates in municipal bond strategies and cash management programs.

James Turco is a financial advisor at Thurston Springer Advisors with six years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Bank, accumulating eight years there before joining his current firm. Turco holds Series 63, Series 65, and Series 66 credentials. Thurston Springer Advisors serves a diverse client base including individuals, corporations, retirement plans, foundations, and trusts. The firm offers financial planning, estate-planning facilitation, portfolio management, and fiduciary services, using a range of discretionary and non-discretionary investment strategies that include both traditional and tactical approaches.

Justin Davis is a CFP® with 17 years of industry experience currently serving at Grimes & Company. He has worked at Grimes & Company since 2019 and previously held roles at J.P. Morgan Securities and TD Ameritrade. Grimes & Company provides discretionary investment management and financial planning to individual and institutional clients, including trusts, pension plans, and government entities. The firm uses customized investment strategies supported by proprietary research, allocating across mutual funds, ETFs, individual securities, and independent managers.

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.

Sabrina Baker is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 63 licenses and four years of industry experience. She has worked with various entities within the Navy Federal financial network since 2014. 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. The firm uses managed advisory programs featuring third-party portfolio managers and supports layered investment solutions alongside a digital automated ETF portfolio product.

Patrick Strodtman is a CFP® with 10 years of industry experience, currently an advisor at RFG Advisory, LLC since 2025. His prior roles include positions at Edelman Financial Engines, Gwfs Equities (Empower Retirement), and Fidelity Brokerage Services. He is also the founder and owner of Strodtman Wealth Management, an independent advisory and insurance practice. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutions. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party and proprietary strategies, managing assets using a combination of active and passive models with a focus on risk management and tax efficiency.

Britton London II is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and beginning his industry career in 2026. His prior work experience includes roles at MML Investors Services LLC, Mass Mutual Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance Company. Outside of finance, he has been employed by DoorDash and Lowe's Retail Company. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients, offering portfolio management, financial planning, and retirement-plan fiduciary services primarily through managed advisory programs with third-party portfolio managers. The firm combines advisory and broker-dealer roles affiliated with a banking and credit-union group, providing clients with both advisory and commission-based options.

Tristan Bishop is a CFP® professional with 2 years of industry experience, currently serving at Grimes & Company. His prior roles include positions at Lido Advisors, Third Act Wealth Management, and Lifeway Financial Corporation. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individual and institutional clients such as trusts, estates, and government entities. The firm employs customized investment strategies supported by proprietary research and portfolio management systems, with a range of investment vehicles and approaches tailored to client needs.