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.

Kaylynn Dalebout is a financial advisor at Wealth Management with seven years of industry experience. She holds the PFS™ designation and Series 63 license. Prior to joining Wealth Management, Kaylynn worked at Yellowstone Partners and owns Clockwork Accounting & Tax Services, which provides accounting and tax preparation services. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients with discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios focused on cost minimization and long-term, buy-and-hold strategies.

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, TD Ameritrade, and Merrill. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model with both point-in-time planning and ongoing discretionary management, including customized portfolios managed under client-approved investment policies.

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.

John Mints Sr. is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has previously worked at Triumph Wealth Advisors, Regal Investment Advisors, and Biltmore Financial Services, where he also serves as Managing Director. Outside of his advisory role, he is involved with the Mansfield Food Bank as a committee member, speaking at events and contributing as a donor. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and a range of investment strategies, supporting a large client base through standardized model and platform services.

Raymond Reed Pouncy is a financial advisor with GWN Securities Inc. in Mansfield, TX, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at Kass INC., TD Ameritrade, Exceptional Home Healthcare, and Crowley ISD. Outside of advising, he is a partner in several LLCs, including SPARK PROJECTS LLC and CLASSY VENTURE LLC. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm uses a combination of affiliated and unaffiliated sub-advisers and model-based allocations, employing both traditional and market-timing strategies in their portfolios.

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.

Jeremy Pillow is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has worked at firms including Triumph Wealth Advisors, Inc. and Biltmore Financial Services, where he also assists in selling annuities and life insurance. Prior to his advisory career, he worked in education with Arlington ISD and Plano ISD. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses a model portfolio and direct asset management approach with discretionary models supported by fundamental, technical, and cyclical analysis.

Meggan Pierce is a financial advisor with Guardian Life and holds Series 63 and Series 66 designations. She has 18 years of industry experience, including roles at Park Avenue Securities, First Command Financial Planning, and TD Ameritrade. She is based in Burleson, TX. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products, alternative investments, and integrated lending options.

Galilea Hernandez is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Charles Schwab. Hernandez’s background also includes roles outside finance, such as positions at Dave & Buster's and The Home Depot. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage clients. The firm’s investment approach emphasizes long-term portfolio returns and annual rebalancing, delivered through an integrated platform connected to Empower’s recordkeeping and administrative services.

Tammy Holt is a financial advisor at AE Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Biltmore Financial Services and in educational roles with Arlington and Fort Worth Independent School Districts. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Michael Duke is a financial advisor with Eagle Strategies (New York Life) based in Mansfield, TX. He holds the ChFC® designation and has 18 years of industry experience. Mr. Duke has been with Eagle Strategies and Duke Financial & Insurance Strategies since 2017, and also maintains affiliations with NYLife Securities LLC and New York Life Insurance Company since 2013. Eagle Strategies serves a diverse client base including individuals and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types emphasizing tailored recommendations and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Eric Schuster is a financial advisor with First Command Advisory Services, holding the ChFC® designation and Series 63 and 65 licenses. He has 23 years of industry experience, having worked at First Command and its affiliated entities since 2002. Schuster is also the owner and president of Schuhouse Financial Services, Inc., where he manages his independent contractor status with First Command. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Bryan Leake is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at The Keever Group and Ameriprise Financial Services, Inc. for 16 years and has held roles at Wellspring Associates and HighTower Advisors. Leake is also involved with Biltmore Financial Services as a paraplanner, assisting in financial and retirement planning. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, and businesses. The firm offers model portfolio solutions, discretionary asset management, and financial planning through a platform that integrates both internal and third-party managed models.

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.

Gerardo Simion is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he is involved as an owner and occasional operator of Casa Quinceanera Boutique LLC, a retail store specializing in Quinceanera dresses and accessories. Merrill provides managed account services to Bank of America fiduciary clients through model-based and discretionary investment strategies developed by internal teams and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of portfolio implementation options.

Gilbert Perez II is a financial advisor at Osaic with 14 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Cetera and Foresters Financial Services. Osaic Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing a model-based investment process that incorporates asset allocation, portfolio optimization, and third-party manager programs.

Eddie Yancey is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior roles include positions at Edward Jones, First Financial Bank, and Raymond James Financial Services. Outside of finance, he serves as president of Yancey Grain, LLC, an agricultural business that manufactures animal feed. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Christopher Gabel is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers discretionary and non-discretionary investment strategies and operates under a fiduciary standard, with a nationwide network of more than 23,000 financial advisors.

Matthew Victory is a financial advisor with LPL Financial in Cleburne, Texas, holding a Series 66 credential and 11 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he is involved in performing arts as an actor. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a broad spectrum of financial activities.