Tyisha Wolfe is a financial advisor at Concurrent Investment Advisors, LLC with 12 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at firms including Purshe Kaplan Sterling Investments, CNO Financial - Bankers Life Securities, and First Command Financial Services. Wolfe is the founder of Hattie's House Youth Solutions, an organization that provides real-world readiness training to underserved youth aging out of foster care and juvenile justice systems, and she owns Peniel Enterprises LLC, a personal care product business. Concurrent Investment Advisors, LLC is an SEC-registered firm serving individuals, families, businesses, and retirement plans with wealth management, investment management, and financial planning services. The firm manages approximately $15.7 billion in assets using a primarily long-term, portfolio-driven approach that includes ETFs, mutual funds, and selected securities tailored to client objectives and risk tolerance.

Kyle Frush is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Western Wealth Management since 2017 and previously held roles at LPL Financial and Raymond James Financial Services. He is also involved in a non-variable insurance business based in Fort Worth, TX. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a range of portfolio management, financial planning, and consulting services, utilizing diverse investment strategies and multiple custodial platforms.

Slade Buell is a financial advisor at Archer Investment Corporation with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Archer since 2018. Outside of his advisory role, Buell provides tax preparation and accounting services through his businesses, Buell-Hoover Consulting LLC and Overcash & Buell Inc. Archer Investment Corporation serves individuals, high-net-worth clients, trusts, pension plans, and investment companies with customized portfolio management and model-based strategies. The firm manages approximately $900 million, employing a disciplined investment process that incorporates cash flow analysis, risk tolerance, and diversified allocations across multiple asset classes.

Rex Russell is a financial advisor at Ausdal Financial Partners, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at Moloney Securities Asset Management LLC and Wealth Advisor Marketing. Outside of his advisory work, Russell serves as a deacon and life group teacher at Northpointe Church, is an author receiving royalties from a published book, and chairs a committee for the nonprofit organization YoungLife. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of services including advisor-managed accounts, separately managed accounts, and retirement-plan advisory, with investment strategies tailored to each client’s objectives and risk tolerance.

J Paul Prasifka is a financial advisor with Gradient Securities, LLC, holding Series 65 and Series 63 credentials and possessing 20 years of industry experience. He previously worked at Rhodes Securities, Inc. for nine years before joining Gradient Securities in 2022. Prasifka serves as President Elect of the Fort Worth Texas Exes alumni association. Gradient Securities, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary investment model and combines fundamental, technical, and cyclical analysis, often utilizing third-party managers while maintaining detailed disclosure and oversight of related revenue-sharing and incentive arrangements.

Timothy Shugrue is a financial advisor with TIAA-CREF, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Fisher Investments, Charles Schwab & Co., Inc., Charles Schwab Bank, and various self-employed engagements. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm separates planning services from ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund, operating within a vertically integrated structure that includes affiliated funds.

Cody Wood is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Empower, he worked at Walmart for seven years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach and serves a large participant base through both point-in-time financial plans and managed account solutions.

Matthew Irwin is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Fisher Investments and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model offers point-in-time financial plans and optional managed account solutions, with a focus on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Jay Moore is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 credentials and has 28 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC from 2016 to 2021 before joining Kestra in 2021. Outside of his advisory role, he is involved in real estate through managing membership in private real estate holdings. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, vendor benchmarking, and investment due diligence, serving various client types including large institutional investors.

Donald Sketchley is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at Bank of America, Merrill, JP Morgan Securities, and various insurance companies. Outside of his advisory work, he has driven for Uber to supplement income while building his practice. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various adviser and promoter arrangements.

Erin Stamper is a financial advisor at PNC Wealth Management with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, discretionary digital model account pilot that uses algorithmic selection of investment strategies executed via mutual funds and ETFs. The firm’s approach includes third-party delegation for portfolio implementation and voting, with features tailored to employee participants.

Pamela Byrd is a financial advisor with Fifth Third Securities, Inc. in Granbury, Texas, holding Series 63 and Series 65 credentials and 21 years of industry experience. Her previous roles include positions at Ameriprise Financial Services and Wells Fargo Advisors. Outside of her advisory work, she serves as an administrative and operational manager at Comerica Financial Advisors. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering access to various managed account programs and portfolio management options via the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a broad client base and multiple affiliated entities.

Meggan Pierce is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. She has 17 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, First Command Financial Planning, and TD Ameritrade. Her current firm, Park Avenue Securities LLC, serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised fund options.

Samuel Hume is a financial advisor at Mercer Global Advisors Inc. with 16 years of industry experience and holds a Series 66 designation. His prior roles include work at firms such as Lake Point Advisory Group, BBVA Wealth Solutions Inc., and First Command Financial Planning Inc. Outside of advising, he is an owner and principal of several family businesses focused on farming, ranching, and commercial real estate. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach, utilizing diversified portfolios composed of ETFs, index funds, separate accounts, and private fund options.

Jarrod Burgess is a financial advisor at The Huntington Investment Company with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill and SunTrust Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, and corporations with advisory and brokerage services. The firm employs an open-architecture model that integrates third-party sub-managers and proprietary private bank strategies across multiple wrap-fee programs.

Paige Pratt is a Series 66-licensed financial advisor with Edward Jones, having four years of industry experience. She has worked at Edward Jones since 2018 and has prior experience in education and real estate. Pratt is also a member of Old Vicksburg Cotton Exchange, LLC, which manages rental properties. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Matthew Greenwood is a financial advisor with Edward Jones in Cleburne, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior work includes positions at Charles Schwab, TD Ameritrade, and ownership of Greenwood Real Investments, Inc. outside of his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor network and integrated financial services beyond traditional advisory offerings.

Damon Elvington is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019. Prior to his financial services career, he held positions at General Nutrition Center, Texas A&M University-Corpus Christi, and HGC Residential Development. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jaron Barrington is a financial advisor with LPL Financial in Granbury, TX, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining LPL Financial in 2022, he spent sixteen years affiliated with Walnut Ridge Baptist Church and took a year for extended travel. Outside of his advisory role, Barrington serves as a part-time music director and worship leader at First Baptist Church Granbury and also works as a singer and musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, combining discretionary and non-discretionary management strategies.

Gilbert Perez II is a financial advisor at Osaic with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Cetera and Foresters Financial Services. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of portfolio construction tools and access to third-party investment solutions.