Jeremy Witbeck is a CFP®, CFA®, and Series 65-registered financial advisor at RWA Wealth Partners with 13 years of industry experience. He previously worked at Adviser Investments, LLC and Polaris Greystone Financial Group, LLC. In addition to his advisory career, he serves as an adjunct lecturer at California Lutheran University, teaching graduate-level financial planning courses. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored plans. The firm emphasizes strategic asset allocation and uses an open-architecture platform combining mutual funds, ETFs, separate accounts, and private pooled vehicles, supported by customized fixed income management and a mix of fundamental and quantitative strategies.

Emma Egan is a financial advisor at Soltis Investment Advisors, LLC with three years of industry experience. She previously worked at Fisher Investments for five years and has held roles at Learfield IMG and the University of Oregon. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base, including individuals, institutions, and trusts. The firm manages approximately $13 billion in client assets and employs an investment process based on Modern Portfolio Theory, combining quantitative screening with qualitative manager due diligence across a range of asset types.

Nickolas Moes is a financial advisor with Verity Asset Management in Southlake, TX, holding a Series 65 credential and six years of industry experience. Prior to joining Verity in 2022, he worked at Aversin Financial Associates and National Financial Services LLC. Outside of his advisory role, he is involved in several consulting and business ventures, including serving as CEO of Structured Pension, LLC and Structured Financial Group, LP, which provide insurance and tax services. Verity Asset Management is a multi-team SEC-registered advisory firm managing approximately $1.15 billion for individuals, retirement plan sponsors, institutional clients, and registered investment advisers. The firm emphasizes a model-based investment process with tactical asset allocation and offers both internally managed and third-party strategies, as well as sub-advisory and retirement consulting services.

Matthew Deno is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Manulife Asset Management (US) LLC since 2012 and has been affiliated with John Hancock and its related entities since 2002. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted model with third-party financial planning software to deliver generally framed written recommendations, serving a high client load per advisor.

Donald Johnson is a financial advisor at BOK Financial Securities, Inc. with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fidelity Investments. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients with non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led contact with investment research and asset allocation by Strategic Investment Advisors.

Ronald Staton is a financial advisor with Coppell Advisory Solutions LLC and holds a Series 65 designation. He has 11 years of industry experience and has previously worked at Virtue Capital Management, LLC. He is also president of Staton Financial Group, where he sells life insurance, long-term care insurance, and fixed annuities. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses an open-architecture platform and combines tailor-made asset allocation models with fundamental and technical analysis to implement strategies consistent with client objectives.

Dan Hoey is a financial advisor with Trajan Wealth, L.L.C. holding a Series 65 designation and four years of industry experience. His prior work includes positions at Fisher Investments and Goldman Sachs. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach that incorporates stocks, ETFs, and occasional mutual funds, with portfolios tailored to client-specific factors such as risk tolerance and tax considerations.

Kris Maksimovich is a financial advisor with Merit Financial Advisors holding a Series 66 designation and 26 years of industry experience. His career includes roles at Global Wealth Advisors and Commonwealth Financial Network from 2008 to 2025. Outside of advisory work, he owns KTM Vans, LLC, the entity holding a vehicle used for sports-related travel and remote work. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, high-net-worth clients, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm’s investment approach combines long-term, diversified asset allocation with centrally managed portfolios and customization options, supported by an internal investment team and third-party managers.

Sharran Hood is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. Prior to joining First Advisors National, Hood worked at Primerica Advisors for five years and has been involved with Primerica Financial Services for over a decade. Outside of advisory work, Hood is engaged in independent sales of insurance products. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and combines tactical and strategic investment approaches with fundamental analysis for supplemental security recommendations.

Andrew Seale is a Series 65-licensed financial advisor with Merit Financial Advisors in Lewisville, TX. He has one year of industry experience, including prior roles at PwC and Mark Wilson Advisory while completing his education at Texas A&M University. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified investment approach overseen by an internal team and investment committee, and offers a range of customizable portfolio solutions along with financial planning and retirement consulting services.

Cole Staton is a financial advisor at Coppell Advisory Solutions LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Virtue Capital Management and C&M Financial Group, where he also serves as owner of an advisory and insurance business. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm utilizes an open-architecture platform with tailored investment strategies and a broad range of investment tools, managing over $1 billion in client assets.

Matthew Marcello is a CFP® with 19 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors. His prior roles include nine years at Apexium Financial LP and ten years at Purshe Kaplan Sterling. He is also an insurance agent licensed to sell life, health, and annuity products. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and corporate or institutional accounts. The firm offers customized investment strategies and supports various portfolio options, including ESG and faith-based investments, while also providing technology and practice platforms for independent advisors.

Hameem Shah is a financial advisor at Ally Invest Advisors with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ally Invest Securities and as a self-employed advisor prior to joining his current firm. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, offering services such as ETF-based Robo Portfolios and Financial Advisor-delivered Personal Advice built on model portfolios with multiple risk tiers.

Jorge Espinoza is a financial advisor with Ally Invest Advisors in Lewisville, TX, holding Series 63 and Series 66 licenses and having five years of industry experience. His work history includes roles at Ally Invest Advisors and Ally Invest Securities, as well as positions at TIAA, Bank of America, Merrill, and Chase Bank. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interactions. The firm uses model portfolios based on Modern Portfolio Theory across multiple risk tiers and offers services including automated investing and personalized financial advice.

Bret Hackett is a CFP® professional with 21 years of industry experience, currently serving at Merit Financial Advisors. His career includes roles at Purshe Kaplan Sterling Investment, LPL Financial, H.D. Vest Advisory Services, Fidelity, and Equitable Advisors. He also serves as Treasurer for Glory to God Baseball Inc., a charitable non-profit organization. Merit Financial Advisors is a multi-team SEC-registered firm that provides asset management, financial planning, retirement plan consulting, and employee financial-wellness programs to individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified investment approach with a combination of in-house management and third-party sub-advisers, supporting both discretionary and non-discretionary account arrangements.

Susan Iverson is a CFP® with 26 years of experience in the financial services industry. She is currently with Advisor Share Wealth Management, LLC and has previously worked at firms including Financial Gravity Wealth, Inc., Robertson Wealth Management, and Mass Mutual Investors Services. She is also involved with SYNERGY Business Resources, where she has been active for 10 years. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform for independent advisers, typically implementing client strategies through third-party sub-advisers and model portfolios.

Karen Ferrell is a financial advisor with Verity Asset Management in Carrollton, TX, holding a Series 65 designation and three years of industry experience. Prior to joining Verity, she worked for nearly a decade at UNIFY Child Placing Agency and has been involved with Teacher's Pension since 2007. Outside of her advisory role, she serves as operations director and volunteer board member of the ReUp Foundation, Inc., a charitable organization focused on mentorship programs. Verity Asset Management is a multi-team SEC-registered advisory firm overseeing approximately $1.15 billion in assets and serving individuals, retirement plans, institutional clients, and other advisers. The firm employs a largely model-based investment process with tactical asset allocation and offers a range of portfolio management and financial planning services.

Robert Luman is a financial advisor at Signal Advisors Wealth, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Legacy Retirement Solutions and Gradient Securities, LLC. Outside of his advisory role, he serves as a pastor at Friendship Baptist Church, where he provides sermons, teaching, and spiritual counseling. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm utilizes a primarily top-down, tactical asset allocation approach combined with fundamental, quantitative, and technical analysis, while advisors retain responsibility for client relationships and suitability decisions.

Austin Roesler is a CFP®-designated financial advisor with BakerAvenue, based in Southlake, TX, and has four years of industry experience. His prior work history includes roles at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade, and Ameriprise Financial Services. BakerAvenue Asset Management is a multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and comprehensive financial planning with a range of named strategies that blend quantitative, fundamental, and tactical approaches, emphasizing ongoing client communication and detailed household performance reporting.

Thomas Philipp is a CFP® and ChFC® with 27 years of experience in the financial services industry. He has worked at Geneos Wealth Management, Inc. since 2013 and has also been affiliated with the Professional Wealth Management Group since 2010. Outside of advising, he owns Professional Planning Group Inc. and is involved in managing several business entities. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and various institutional clients, with over $5.5 billion in assets under management. The firm offers financial planning, portfolio management, and access to third-party money managers through multiple programs that incorporate a range of investment strategies and account customization.