Dennis Zator is a financial advisor at NFSG Corporation with 51 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Newbridge Securities Corporation since 2010. NFSG Corporation provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and businesses. The firm constructs diversified portfolios using a range of instruments and employs an internal portfolio manager to support its advisors, while also using third-party asset managers with various investment styles.

Joelle Hinds is a CFP® with 10 years of industry experience, currently advising at Facet since 2023. Her prior roles include positions at Morgan Stanley and OneAmerica Securities. She serves on the Board of Trustees at Stevens Institute of Technology and is a public member of the Texas Bar Association Grievance Committee. She is also involved with JH2 Solutions, LLC as a collaborative divorce professional and financial neutral. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households through remote communication and a proprietary web platform. The firm uses model-based asset allocations and technology-driven processes to deliver tax-optimized and comprehensive financial planning services.

Timothy Crain is a financial advisor at Archer Investment Corporation based in Longview, TX. He holds a Series 65 designation and has been involved with Bass Energy Services LLC since 2007. Outside of his advisory role, he provides CPA, tax, and accounting services through Succentrix Business Advisors. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies. The firm manages approximately $900 million using a process that includes comprehensive financial assessments and diversified portfolio construction across multiple asset classes.

Harvey Fladeland is a financial advisor with Arkadios Wealth Advisors in Rockwall, TX, holding Series 63 and Series 65 licenses and 37 years of industry experience. His prior work includes roles at Frost Brokerage Services, IFS Financial Services, Touchstone Securities, Axa Distributors, and Invesco. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans executed through various internally managed and third-party solutions, employing a combination of fundamental, technical, and cyclical investment analysis.

Anna Apodaca is a CFP® professional with 17 years of industry experience, currently with Mercer Global Advisors Inc. Her prior roles include positions at TD Ameritrade, Scottrade, and Lake Point Wealth Management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a variety of implementation options.

Mario Coiradas is a financial advisor at First Command Advisory Services with two years of industry experience. He holds a Series 66 designation and previously served 21 years in the United States Marine Corps. In addition to his advisory role, he is co-owner of Marco Properties LLC, where he engages in real estate investment decisions in eastern North Carolina. 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 multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage portfolios with a controlled selection of third-party managers.

Karina Brunson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, she worked at Rgt Capital Management, Ltd. from 2014 to 2017 and spent a year as a caregiver. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and utilizes a financial planning–led investment process emphasizing low‑cost indexing and buy‑and‑hold strategies, supported by a broad range of supplemental investment and retirement plan services.

William Parker is a financial advisor with Guardian Life who holds Series 63 and Series 65 licenses and has eight years of industry experience. He has worked primarily with Park Avenue Securities and Guardian Life Insurance. Outside of his advisory role, he is involved with Moonfire Drive LLC, a business established for tax purposes. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of investment advisory programs, including both discretionary and non-discretionary options.

John Tauss is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Brokers International Financial Services since 2019 and previously spent eight years at Commonwealth Financial Network. Outside of advisory work, he owns an insurance sales business under Capital Group Inc. Integrity Alliance serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers continuous asset management, financial planning, and retirement plan consulting, utilizing both advisor-managed and model-based portfolios with a variety of investment approaches and custodial platforms.

Samuel Hussein is a financial advisor at Mercer Global Advisors Inc. with three years of industry experience. His background includes roles at Fisher Investments and the Federal Deposit Insurance Corporation. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options such as ETFs, mutual funds, and separate account solutions.

Michael Ragsdale is a financial advisor with Principal Financial Services who holds a Series 66 designation and has 21 years of industry experience. He has been with Principal Life Insurance Company since 2005 and Principal Securities Inc. since 2016. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Mark Ganter is a financial advisor at Integrity Alliance, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked with Brokers International Financial Services, LLC since 2016. Outside of his advisory role, he is involved in insurance-related activities, including wholesaling life insurance and annuities as well as acting as an independent insurance agent selling life, annuities, and other fixed products. Integrity Alliance serves a broad client base, including individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and both wrap and non-wrap programs. The firm operates a large network of over 300 independent advisors managing approximately $5.4 billion in assets and provides investment advice through discretionary accounts, model portfolios, and third-party sub-advisers.

Nkiruka Lazz Onyenobi is a financial advisor at Hightower Advisors with six years of industry experience. She holds the Series 66 designation and has previously worked at Lincoln Investment, Raymond James & Associates, Regions Bank, and Woodforest National Bank. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Joel Williams is a financial advisor with SPC, holding a Series 66 designation and 21 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2013. Outside of his advisory role, he provides general accounting services and prepares financial statements for Van's Kitchen in Dallas, TX. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that integrates affiliated broker-dealers and insurance agencies to provide a range of fiduciary and non-fiduciary services.

Sydney Hacker is a CFP® with three years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, Sydney held positions at firms including Sanctuary Securities, Fidelity Investments, and Equitable Advisors. Outside the financial services industry, Sydney has experience in the hospitality and retail sectors, with roles at Dahlia Bar & Bistro and Dillard’s. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios and utilizes a variety of investment vehicles including ETFs, index funds, and private funds.

Michael Kolacz is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Independent Financial Group since 2023 and previously spent seven years at International Assets Advisory, LLC. Kolacz is also an independent contractor assisting clients with estate planning documents and consulting on college tuition negotiation. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm employs both strategic asset allocation and multi-manager portfolio strategies across passive and active investments, serving clients through various advisory platforms and third-party manager programs.

Rekeveia Dabney is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and one year of industry experience. Her prior work includes roles at Empower Financial Services, SwipeJobs, and RemX, as well as a period as a stay-at-home mom. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s integrated services utilize proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivered within plan lineups selected by sponsors.

Philip Merrifield is a financial advisor at Transamerica Retirement Advisors, LLC with four years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Investments and PMU, LLC, as well as roles within Transamerica Life Insurance Company and Transamerica Investors Securities Corporation. He also worked at Wheaton College for four years before entering the financial services industry. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm utilizes proprietary software and model portfolios developed in partnership with Morningstar Investment Management to guide asset allocation and retirement planning.

Burt Snover is a ChFC® with 37 years of industry experience, currently affiliated with Integrity Alliance, LLC. He has held roles at Brokers International Financial Services, Fund Architects, and Foresight Financial Group. Outside of advisory work, he serves as president of Comp Edge Financial, a wholesaling and insurance marketing firm. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing discretionary accounts, model portfolios, and third-party sub-advisers.

Bradley Mickelson is a CFA® charterholder with four years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Spectrum Advisors, Fisher Investments, and Barrow Hanley Global Investors. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, with a focus on multi-factor tilts, low-cost index vehicles, and tax management.