Hugh Stout Jr. is a financial advisor with Integrated Advisors Network LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at firms including Coinbase Capital Markets Corp and Next Financial Group, Inc. His current tenure at Integrated Advisors Network and Abundantia Capital Corp spans 10 years. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm provides portfolio management, financial planning, and access to third-party managers using a combination of fundamental and quantitative approaches tailored to client risk profiles.

Lila Wolfe is a financial advisor at OneSeven with two years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., and Green & Wolfe. She has also worked in education, including at the University of North Texas and Midway High School. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach while incorporating internal due diligence and utilizing third-party platforms and independent managers.

Richard Borkowski is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Lincoln Investment since 2012. Outside of his advisory role, he owns Borkowski Financial Services, a fixed insurance business focused on sales and service for fixed products. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Wesley Bangs is a financial advisor at Momentum Independent Network Inc. with 17 years of industry experience. He holds the Series 66 designation and has been with Momentum Independent Network since 2012. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing a platform model with third-party managers and integrated services through Envestnet and Hilltop affiliates.

Brian Remson is a CFP® professional with 13 years of experience in the financial services industry. He is currently with CX Institutional, LLC, where he has worked since 2019. His prior experience includes roles at LPL Financial, Raymond James Financial Services, and Ferguson-Davis Wealth Management Group. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform that integrates fundamental, quantitative, and technical analysis across various asset classes.

John Baker is a financial advisor with Simplicity Wealth in Waco, TX, holding a Series 65 credential and six years of industry experience. His prior roles include positions at FWA Wealth Advisors and various affiliated firms. Outside of his advisory work, he is involved in several non-investment business activities including ownership and management roles in hydraulic hose repair and insurance agencies. Simplicity Wealth serves a wide range of clients, including individual and high-net-worth investors, retirement plans, institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers services such as portfolio management, retirement plan advisory, and a managed account platform for advisers.

Brian Davis is a CFP® certified financial advisor with 27 years of industry experience. He has been with CX Institutional, LLC since 2019 and previously worked at LPL Financial, 9012 Perspective Financial Group, and Raymond James Financial Services. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform that includes wrap and non-wrap program structures and sub-advisory arrangements. The firm’s investment process integrates fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and employs specialized strategy portfolios alongside custom mixes.

Rolandus Johnson is a financial advisor with Guardian Life and holds a Series 66 designation. He has nine years of industry experience, including prior roles at New York Life Insurance Company, Eagle Strategies, and BBVA Wealth Solutions. He also brokers insurance products with multiple companies. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and investment advisory programs.

Charles Lewis Jr. is a CFP® certificant with 32 years of industry experience. He is currently with &PARTNERS, where he has worked since 2026, following ten years at Wells Fargo Clearing and five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a college football official for the Southeastern Conference and teaches a personal finance course at Baylor University. &PARTNERS serves a broad client base, including individuals, institutions, and high-net-worth clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis through various platforms and supports both discretionary and non-discretionary account management.

Christopher Lewis is a Series 66-licensed financial advisor with 27 years of industry experience. He has been with &Partners since 2026 and previously worked ten years at Wells Fargo Clearing and five years at Wells Fargo Advisors LLC. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and ERISA consulting services through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis and features municipal advisory capabilities alongside traditional advisory and brokerage services.

Mark Hall is a financial advisor with Eagle Strategies (NY Life) based in Woodway, Texas. He holds the ChFC® and Series 63 designations and has 24 years of industry experience. Prior to joining Eagle Strategies in 2021, he was associated with New York Life Insurance Company and Nylife Securities LLC since 2010, and he operated Hall Financial from 2003 to 2019. Hall is also licensed to sell property and casualty insurance products. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm’s approach includes fee-based advice and co-advisory relationships, with a significant portion of assets managed on a non-discretionary basis.

Liza Firmin is a financial advisor with Kestra Advisory in Woodway, TX, holding the CFP® designation and a Series 66 license. She has 13 years of industry experience, including prior roles at Wayne Christian Financial Services and Calderwood Financial Strategies. Firmin serves on the board of Bears for Leadership Reform and is involved in several nonprofit and fundraising activities, including chairing the Saint Paul's Promise Fund. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a wide range of clients, including large institutional investors and sovereign wealth funds.

William Curtiss is a financial advisor with J. W. Cole Advisors, Inc. in Waco, TX, holding a Series 65 designation and 15 years of industry experience. He has worked at J.W. Cole Advisors since 2019 and has operated Curtiss Wealth Management since 2016. In addition to his advisory roles, Curtiss serves as president of Curtiss Insurance Agency, a separate insurance services business he has managed since 2000. J.W. Cole Advisors is a large enterprise firm with over 480 advisors that offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for clients ranging from individuals to institutions. The firm employs a range of investment strategies and supports both discretionary and non-discretionary account management.

Kimberly Sartor is a Series 66-licensed financial advisor at Kestra Advisory with six years of industry experience. Her work history includes roles at Raymond James Financial Services and Extraco Banks prior to her current position. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and investment advice, supporting complex products within a supervisory framework.

Robert Hartland II is a financial advisor at &PARTNERS with six years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Cambridge Investment Research. Outside of his advisory role, he coaches children through an organization called Warrior Way and is an author of inspirational sports-related content aimed at teaching courage to kids. &PARTNERS serves a diverse client base including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies, managing accounts on both discretionary and non-discretionary bases.

Denise Graves is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions, BBVA Securities, Compass Bank, and BBVA Compass Insurance Agency. Outside of her advisory work, she is involved in several entrepreneurial ventures, including Graves Farms and Dirt Roads & Lace. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist account that uses algorithm-driven model strategies with mutual funds and ETFs, primarily serving employees with a defined risk assessment process.

Christina Robb is a financial advisor at Lincoln Investment with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including PNC Wealth Management and Cetera Advisors. She is also a commissioned notary. Lincoln Investment Planning, LLC serves a broad range of clients including individual and high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house investment management and research team that constructs strategic model portfolios and adaptive investment strategies.

Keith Ferguson is a financial advisor at Beacon Pointe Advisors, LLC with 47 years of industry experience. He holds a Series 63 designation and has worked at firms including Raymond James Financial Services, Inc. and Benchmark Private Wealth Management, LLC. Since 2022, he has also been involved with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, using both active and passive strategies across public and private asset classes.

Bradley Smith is a financial advisor with \u0026PARTNERS in Waco, TX, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Edward Jones. \u0026PARTNERS serves a diverse client base ranging from individuals to large institutions, offering investment management, financial and tax planning, and ERISA consulting services. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, utilizing both proprietary and third-party strategies.

Rebecca Mcgee is a financial advisor at &PARTNERS with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. &PARTNERS serves a diverse range of clients including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and various advisory services using a combination of proprietary and third-party strategies supported by ongoing monitoring and account reviews.