Michael Brandone is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has worked with multiple firms, including GLP Investment Services, LLC and Veritas Independent Partners. Besides advisory roles, Brandone is also an insurance agent specializing in life insurance and annuities and serves as a FINRA arbitrator. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs advanced strategic asset allocation methods and offers supplemental services such as 529 plan assistance and plan-sponsor investment policy reviews.

M F Long II is a financial advisor with Calton & Associates, Inc. in Denton, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with several firms, including VSR Financial Services, Inc. and First Financial Services Group. Outside of his advisory role, he is an agent for LegalShield, offering will and identity theft protection services. Calton & Associates serves individuals, retirement plans, trusts, estates, and business entities with fee-based portfolio management and financial planning, as well as commission-based brokerage and insurance products. The firm employs a range of analytical approaches and offers access to firm-sponsored and third-party managed portfolios.

Bryson Beirne is a financial advisor at Savvy with 10 years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for 11 years. Outside of advising, he is a partner and driver with a ride-sharing service. Savvy provides investment and financial planning services to individuals, trusts, plan sponsors, charitable organizations, and corporations. The firm emphasizes diversified, index-based solutions combined with quantitative models and tax-aware strategies, integrating proprietary and third-party technology with human oversight.

David Durham is a financial advisor with Foundations Investment Advisors LLC in Denton, TX, holding a Series 65 designation and two years of industry experience. Prior to joining Foundations, he worked at Stander Financial and held various roles in technology and real estate firms from 2016 to 2024. He is also involved in managing client investment accounts and insurance sales through Stander Financial. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, offering tailored advice through model portfolios and employs third-party sub-advisers and custodians.

Clifton Higgs is a financial advisor with BFC Planning, Inc. in Denton, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Cambridge Investment Research and Securities Management and Research. Outside of advisory work, he is involved in independent insurance agencies, focusing on health, property, and casualty insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional plans through a network of approximately 200 advisors. The firm provides financial planning and portfolio management services with a range of investment platforms and strategies, emphasizing client-specific approaches and operational features such as a formal review process for 12b-1 fees.

John Shea is a financial advisor with First Advisors National, LLC in Denton, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has operated Shea Wealthcare since 2012. Outside of advising, Shea is an independent insurance agent through TriQuest USA and is involved in a tax referral business in West Palm Beach, FL. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, focusing on investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process emphasizes selecting and monitoring outside money managers and supplementing with individual securities analysis.

Guy Jones is a CFP® with 42 years of industry experience, currently serving at BFC PLANNING, Inc. since 2012. He has a long tenure in financial services, including roles at Securities Management & Research, Inc. and American National Insurance dating back to the early 1980s. Outside of advisory work, he is president of G&L Concepts, managing sales representatives and personal insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional clients through approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and sub-advisory services, utilizing various platforms and strategies tailored by individual advisers.

Gary Bilyeu is a financial advisor at Independent Wealth Network, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Investment Advisors Corp and Broker Dealer Financial Services Corp. Outside of his advisory role, Bilyeu serves as a councilman on the Sanger City Council, is a member of the Sanger Education Foundation administrative committee, instructs leadership classes through Tribe & Trust Leadership, and serves on the board of Cowtown Warriors, a nonprofit supporting veterans. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, ongoing financial planning, access to third-party managers, and advisory support for held-away accounts, tailoring strategies to client goals with a range of investment approaches and ongoing portfolio oversight.

Susannah Thomas is a CFP® professional with four years of industry experience. She joined Allworth Financial, L.P. in 2026 after five years at Grunden Financial Advisory, Inc., where she also worked from 2013 to 2021. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, and charitable organizations, providing financial planning, portfolio management, and retirement plan consulting. The firm uses a combination of quantitative and qualitative analysis through an Investment Committee to create customized investment strategies across various asset classes.

Jeffrey Self is a financial advisor at SPC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Parkland Securities, LLC since 2014 and SPC since 2011. In addition to his advisory role, he is a licensed health insurance agent focusing on individual and group health insurance, primarily maintaining existing client relationships. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering discretionary and nondiscretionary management through a network of over 460 advisers managing approximately $5.66 billion in assets.

Duncan Gates is a CFP® with 19 years of industry experience, currently affiliated with Cetera Planning Partners. His career includes roles at Avantax Advisory Services and its related entities, as well as leadership in tax and accounting at Five Star Advisor Partners and Joseph Hancock Tax and Financial Service, where he prepares tax returns for individuals and businesses. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees through investment management, comprehensive financial planning, and retirement-related advice. The firm integrates tax planning, bookkeeping, and estate-planning services, utilizing a diversified investment approach tailored to client objectives and risk tolerance.

Robert Thomas is a CFP® professional with two years of experience in financial advising. He is currently with Allworth Financial, L.P., having joined the firm in 2026 after four years at Grunden Financial Advisory, Inc. Prior to his advisory career, he worked in education with the Denton and Van Independent School Districts. Allworth Financial serves individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations, providing financial planning, portfolio management, and retirement plan consulting. The firm employs a combination of quantitative and qualitative analysis to offer customized investment strategies across a wide range of asset classes and model portfolios.

Ryan Marquez is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Empower Advisory Group LLC and Empower Financial Services Inc. since 2026, and previously spent eight years at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as three years with Fidelity Brokerage Services LLC and one year with FIDELITY Personal and Workplace Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s services utilize an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and managed account solutions focused on long-term portfolio returns and savings rates.

Kerri Dane is a financial advisor with SPC in Aubrey, TX, holding Series 63 and Series 66 registrations and possessing 25 years of industry experience. She has worked at Parkland Securities since 2014 and with SPC since 2011. Outside of her advisory role, she operates as an independent agent for fixed insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary investment management tailored to client needs.

Jan Warzecha is a Series 65 licensed advisor with nine years of industry experience. She has worked at Private Advisor Group, LLC since 2021 and previously held positions at Level Four Advisory Services and Peter Marshall and Company. In addition to her advisory role, she provides tax advice and tax preparation services separately from her investment advisory work. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing both proprietary and third-party investment strategies supported by technology platforms.

Alan Perdue Jr. is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, Merrill, Robinhood Markets, Inc., and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, serving a large client base primarily with non-discretionary assets.

Daniel Solis is a financial advisor with PNC Wealth Management in Denton, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Citizens Securities Inc., Citigroup, Edward Jones, and Deborah Wolfgram State Farm. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account managed via approved model strategies and executed using mutual funds and ETFs.

Ricky Grunden Sr. is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Allworth Financial, L.P., having joined the firm in 2026 after 24 years at Grunden Financial Advisory. Allworth Financial serves individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations, offering financial planning, portfolio management, retirement plan consulting, and education through various media. The firm utilizes a combination of quantitative and qualitative analysis to create customized investment strategies across a range of asset classes and specialized portfolios.

Jacqueline Harvey is a financial advisor at Kestra Advisory with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Integrity Wealth Management and National Business Services, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party solutions.

Stephen Dungy is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 66 designation and previously worked at TIAA and TIAA-CREF for nine years. Outside of his advisory role, he is an investor in a restaurant business operated by Consolidated Restaurant Operations. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders, using an integrated model linked to Empower’s recordkeeping and administrative platforms.