Erica Rodriguez is a financial advisor at MissionSquare Retirement with nine years of industry experience. She has held roles at MissionSquare Investment Services since 2022 and previously worked at JPMorgan Securities LLC and JP Morgan Chase Bank NA. Outside of her advisory work, she also provides notary signing services. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include managed accounts and fund advice developed by Morningstar Investment Management and delivered through multiple channels to MissionSquare accounts.

Kurt Koke is a financial advisor with Prospera Financial Services, Inc. in Hurst, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Prospera since 2004. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

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 with BOK Financial Securities, Inc. in Coppell, TX, holding Series 63 and Series 65 licenses and with four years of industry experience. Prior to joining BOK Financial Securities in 2025, he worked at Fidelity Investments from 2021 to 2025 and has held various positions in education and retail. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, institutions, and municipalities, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting. The firm operates as both an SEC-registered investment adviser and registered broker-dealer, combining quantitative and qualitative investment research with tailored asset allocation aligned with client objectives.

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.

Duane Roberts is a CFA® charterholder with 23 years of industry experience. He has been with Dana Investment Advisors, Inc. since 2008. Dana Investment Advisors, Inc. is an independent investment management firm serving individual and institutional clients, including pension plans, high-net-worth individuals, banks, insurance companies, and public-sector entities. The firm offers discretionary and non-discretionary equity and fixed-income portfolio management with an emphasis on relative-value equity selection and fixed-income strategies focused on income and credit quality, incorporating ESG screening and client-directed social or faith-based exclusions.

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.

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.

Charles Love is a financial advisor at Financial Gravity Family Office Services, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Sterling Hawthorne Wealth Management LLC, Sterling Hawthorne Group LLC, and Love Myles Group LLC. Outside of his advisory role, he is also engaged in insurance-related activities as an independent agent for Financial Gravity Enhanced Markets, LLC. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and frequently incorporates third-party sub-advisors and model portfolios in its investment approach.

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 since 2019. His prior roles include positions at Purshe Kaplan Sterling Investment, LPL Financial, H.D. Vest Advisory Services, Fidelity, and Equitable Advisors. Outside of his advisory work, he serves as treasurer for Glory to God Baseball Inc., a charitable nonprofit organization. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers comprehensive wealth-management services and employs a long-term, diversified investment approach with customizable models overseen by an internal Investment Management team and committee.

Deborah Cornes is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Facet. Her prior experience includes roles at Baker Avenue Asset Management, EPIQ Capital Group, and Fidelity Investments. Outside of her finance career, she has worked with organizations such as the YMCA of the Rockies and Camp Mystic for Girls. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a broad range of households primarily through phone, video, and a proprietary web platform. The firm emphasizes model-based asset allocations using ETFs and technology-driven processes, and operates under a flat subscription fee model rather than percentage-of-assets fees.

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.

Robert Luman is a financial advisor with Signal Advisors Wealth, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at several firms including Legacy Retirement Solutions and Gradient Securities, LLC. Outside of his advisory role, Luman is also a co-founder and insurance agent at Legacy Retirement Solutions and 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 and co-branded investment adviser representatives, offering portfolio management, model access, and retirement plan consulting. The firm manages discretionary strategies using a top-down, tactical asset allocation process supplemented by fundamental, quantitative, and technical analysis.