Sean Agahi is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Independent Financial Group since 2015. In addition to his advisory role, he is the sole owner of Horizon Wealth Group, LLC, a separate business providing marketing, financial planning, and insurance services since 2007. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, with approximately $11.3 billion in regulatory assets under management distributed through a national network of Investment Adviser Representatives.

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 notable firms including J.P. Morgan Securities, Charles Schwab, Merrill Lynch, and Axa Advisors. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and diverse investment strategies.

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.

Pamela Goforth is a financial advisor with Principal Financial Services who holds Series 63 and Series 66 licenses and has 28 years of industry experience. She has worked with Princor Financial Services Corporation and Principal Mutual Life since 1997. She also serves as a bank officer at Principal Bank and Principal Trust Company to support retirement plan account relationships across the firm’s insurance, broker-dealer, and trust offerings. 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 military personnel. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

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. Based in Celina, TX, he joined Lincoln Investment in 2023. Lincoln Investment serves individuals—including high-net-worth clients—charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of model portfolios, employing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

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.

Tyler Teter is a CFP® and CFA® with nine years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Lifeway Financial Corporation, Charles Schwab, Hilltop Securities, and Fusion Capital Management. He maintains a Texas insurance license to renew policies and provide advice, though he is not appointed. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and private funds, and offers specialized programs alongside educational content and integrated service platforms.

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.

Erik Baas is a CFA® charterholder and holds a Series 66 license, currently working with \u0026PARTNERS. He has one year of industry experience and previously held positions at Kenfo and Marcard, Stein & Co. \u0026PARTNERS serves a diverse client base including individual investors, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm provides a range of services such as investment advisory, brokerage, financial planning, and retirement plan consulting, utilizing a combination of proprietary and third-party investment strategies.

Robert Northcut is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has longstanding roles with Ameritas Life Insurance Corp. and Ameritas Investment Corp. dating back 20 years. Outside of his advisory work, Northcut serves as the mayor of the City of Melissa, Texas, a position he has held since 2016. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm delivers a range of services including fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies.

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.

Clinton Stephenson is a financial advisor at Edward Jones in Aubrey, TX, holding a Series 66 designation. He joined Edward Jones in 2026 and previously worked at BNSF Railway for 12 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brent Reed is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at DFPG Investments, Regal Advisory, and Regal Securities. He also operates Brent Reed Consulting, an independent consulting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning services, and brokerage solutions with various discretionary and non-discretionary management options supported by proprietary and third-party research.

Natalia Herken is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds the Series 66 and Series 65 designations and previously worked at Fisher Investments and American Century Investment Services Inc. Herken is based in Van Alstyne, Texas. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with a focus on diversified portfolios, periodic rebalancing, and long-term strategy.

Mark Hutchison is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC prior to his current role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm employs a large network of advisors and uses research-driven approaches based on diversification and modern portfolio theory.

Kelly Daugherty is a financial advisor at Edward Jones with seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Fidelity, and Morgan Stanley. Daugherty served in the US Army from 2014 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Toby Peters is a financial advisor at LPL Financial with 36 years of industry experience and holds the ChFC®, Series 63, and Series 65 credentials. He previously worked at Woodbury Financial Services, inc. for ten years and OSAIC for two years. Outside of his advisory role, he is an agent with Rycon Financial Group, LLC, where he is involved in the sale and service of traditional insurance products and CPA accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with available discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Brian Seitz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2013. He also operates Seitz Wealth Management as a DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of advisory programs and financial planning services through a national network of investment adviser representatives.

Joel Koelpin is a Series 65-licensed financial advisor with Edelman Financial Engines, based in Celina, TX, and has two years of industry experience. He previously worked at Fisher Investments and held various roles in education and banking before joining Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.