David Bennett is a financial advisor with Expand Financial Group, LLC in Celina, Texas, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior experience includes 12 years at G.A. Repple & Company and running his own firm, David Bennett, Inc., for 15 years. Outside of financial advising, he serves as president of Expand Ministry, LLC and is involved in community church consulting and fundraising coaching, as well as serving on the board of the Excel Leadership Network. Expand Financial Group provides asset and portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a variety of analytical approaches to manage portfolios comprised of stocks, bonds, ETFs, mutual funds, and alternative investments, and serves clients on both discretionary and non-discretionary bases.

Stuart Connelly is a financial advisor at Brooklyn FI, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments for 13 years before joining Brooklyn FI. Brooklyn FI serves individual and high-net-worth clients by providing household-level investment management, financial planning, and retirement-account advisory services. The firm employs a primarily passive investment approach while incorporating specialized external strategies and routinely aggregates held-away assets for comprehensive client portfolio oversight.

Joshua Holden is a financial advisor at Prospera Financial Services, Inc. with 17 years of industry experience. He previously worked at Fisher Investments for eight years and Euro Pacific Capital, Inc. for four years. Holden holds Series 63 and Series 66 credentials. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Richard Havard is a financial advisor at Calton & Associates, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Dominion Investor Services, Inc. and INVEST Financial Corp. Outside of his advisory role, Havard is involved in digital marketing consulting through his business, Your Digital Pitch, and consults on the use of technology in estate planning with Snug, Inc. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, financial planning, and access to third-party money managers. The firm provides tailored investment recommendations through various program structures and combines fee-based advisory services with commissionable brokerage and insurance products.

Dagny Young is a financial advisor with Sunbelt Securities, Inc. in Celina, TX, holding Series 63 and Series 65 credentials and 33 years of industry experience. She previously worked at PTX Securities, Inc. from 2018 to 2020. Outside of her advisory role, she is a 50% owner of Castaway Vacations Inc., a travel agency, and also holds ownership interests in business consulting and project management through The Level Edge, Inc., and a member position in The Tropical Toucan LLC. Sunbelt Securities, Inc. serves individual, high-net-worth, and institutional clients through a network of investment adviser representatives who implement a range of portfolio strategies. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers within a multi-team structure.

Ryan Mcclellan is a financial advisor at Earned Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Fisher Investments and other firms. Outside of advisory roles, he was involved with Sole Sight, an entrepreneurial venture. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm employs a diversified, buy-and-hold investment approach supported by financial planning tools and manages most accounts on a discretionary basis.

Erik Blankmeyer Sr. is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include 13 years at TD Ameritrade and positions at AE Financial Services, AE Wealth Management, and SMART Wealth. He is the founder and managing partner of Blankmeyer Group, LLC, a management consulting firm, and serves as a board member of the nonprofit Humane Kinect. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers and wrap-fee programs, utilizing a variety of custodians and platform providers.

Jamey Graham is a CFP® professional with 25 years of experience in the financial advisory industry. He is currently with United Advisor Group and has held roles at Graham Wealth Management, United Planners’ Financial Services of America, Signal Securities, and Southwest Securities. Graham is also active as a non-variable insurance agent in Prosper, TX. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non‑high‑net‑worth and high‑net‑worth clients, employing a combination of strategic and tactical asset allocation, value investing, and multiple analysis methods to tailor portfolios based on client goals.

Matthew Sahagian is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Navy Federal Credit Union and First Command entities. Outside of his advisory work, he owns and manages a property management business in Texas. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily utilizes managed advisory programs with third-party portfolio managers and offers automated investment solutions through a range of managed accounts and digital ETF portfolios.

Matthew Glinsky is a financial advisor at Zacks Investment Management, Inc. with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at LBMZ Securities, Charles Schwab Bank, Bank of America, Merrill, and MTG Capital. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process combining quantitative and qualitative analysis and operates across retail, institutional, and third-party distribution channels.

Bobi Williams is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and bringing 21 years of industry experience. She has held various roles within USAA-affiliated entities since 2014, including positions at USAA Life Insurance Company and USAA Financial Planning Services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers Retirement Income Strategy Reports and facilitates referrals to third-party broker-dealers and advisers, operating mainly as a referral intermediary without managing client assets.

Sean Agahi is a financial advisor with Independent Financial Group, LLC in Van Alstyne, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Independent Financial Group in 2015, he worked at several firms including Horizon Wealth Group, First Allied Advisory Services, and Valentine Capital Asset Management. Agahi is the 100% owner of Horizon Wealth Group, LLC, a business providing marketing, financial planning, and insurance services since 2007. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutions. The firm employs both firm- and third-party models to develop tailored client strategies, utilizing a combination of passive and active portfolio exposures and ongoing manager due diligence.

Philip Onorato is a financial advisor at Hightower Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, Merrill Lynch, and Axa Advisors. Onorato joined Hightower Advisors in 2024. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with services including discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Pamela Goforth is a financial advisor at Principal Financial Services with 29 years of industry experience. She holds Series 63 and Series 66 designations and has been with Princor Financial Services Corporation and Principal Mutual Life since 1997. In addition to her advisory role, she serves as a bank officer to support and manage Principal retirement plan account relationships across multiple company divisions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Reginald Suggs is a financial advisor at Lincoln Investment with 19 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at VALIC Financial Advisors for 12 years and Agia for one year. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, consulting, and portfolio management services supported by an in-house Investment Management & Research team that constructs strategic model portfolios and Adaptive Intelligence Model strategies.

Brandon Agamennone is a financial advisor with Guardian Life, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Merrill and Bank of America, as well as earlier positions with New York Life and Eagle Strategies. Outside of his advisory work, he is involved with Baseball Prodigy, LLC, which focuses on college baseball recruiting through an app called Pro Look Sports Group. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm blends advisor-led discretionary management with model-based strategies and digital advisory solutions, providing a range of financial planning and consulting services tailored to client needs.

Tyler Teter is a CFP® and CFA® with nine years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2025. His prior experience includes roles at Lifeway Financial Corporation, Charles Schwab & Co., Inc., Hilltop SECURITIES, INC., and Fusion Capital Management. He maintains a Texas insurance license, which he uses to renew policies and provide advice. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including investment management, financial planning, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other investment vehicles.

Erik Baas is a CFA® charterholder and holds the Series 66 designation, with one year of industry experience. He currently works at \u0026PARTNERS and previously held roles at Kenfo and Marcard, Stein & Co. \u0026PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and brokerage services. The firm employs a mix of fundamental, technical, and quantitative analysis, managing accounts directly or through third-party managers.

Robert Northcut is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 32 years of industry experience and has been with Ameritas Advisory Services since 2021. Northcut is also the mayor of Melissa, Texas, a role he has held since 2016. He operates Northcut Financial LLC, an independent insurance agency specializing in fixed life and health insurance products. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a combination of model portfolios, mutual funds, ETFs, and individual securities, and offers various program platforms and sub-adviser options.

Paul O'Leary is a financial advisor at Osaic with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2025, he worked for Lincoln Financial Advisors Corporation for 17 years. Outside of his advisory role, O'Leary is involved in insurance brokerage and consulting related to group employee and executive benefits, and he owns a consulting firm focused on executive and employee benefits. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to manage portfolios consisting of various asset classes, offering both discretionary and non-discretionary account management.