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.

Logan Voelker is a financial advisor with B. Riley Wealth Advisors, Inc. He holds the Series 63 and Series 65 designations and has 11 years of industry experience. Prior to joining B. Riley in 2022, he worked at National Asset Management, National Securities Corporation, and WFG Investments, Inc. B. Riley Wealth Advisors provides investment advice and portfolio management services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a variety of programs and strategies, managing approximately $4.21 billion in assets through a team of about 173 advisors.

Wallace Carlson is a financial advisor with Advisory Services Network who holds Series 63 and Series 66 licenses and has 27 years of industry experience. His career includes roles at Fidelity, Fidelity Personal Trust Company, TL Private Wealth, and Advisory Services Network since 2018. He is also the owner and president of Fruit of the Vine, Ltd., a service corporation associated with his financial practice, and works as an independent insurance agent offering life and health insurance and annuity advice. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers a range of portfolio management and consulting services with a flexible engagement model and a large platform of advisors managing over $10 billion in discretionary assets.

Anthony Palasota II is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Advisory Services Network and has held various roles at Fidelity, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing diverse securities and third-party managers to tailor strategies according to clients’ objectives and risk tolerances.

Jordan Jensen is a Series 65-licensed financial advisor at Savvy with six years of industry experience. He has worked at several firms, including ONE Advisory Partners, Soltis Investment Advisors, CapFinancial Securities, CAPTrust, and Northern Trust. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using primarily index-based, long-term strategies alongside active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and sub-adviser strategies.

Daniel Garcia is a financial advisor at Merit Financial Advisors with six years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Charles Schwab & Co., Inc., Travelex, CETERA Advisor Networks LLC, Himelick Financial Group, and Purshe Kaplan Sterling Investments. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving approximately 20,000 clients across 66 offices, managing nearly $24 billion in assets. The firm offers wealth management services including asset management, financial planning, and retirement plan advice, utilizing a long-term, diversified investment approach supported by both discretionary and non-discretionary management.

Ashley Stephenson is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at Parallel Advisors, LLC since 2023 and previously spent two years at Ellevest and seven years at Tolleson Wealth Management. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach using fundamental, technical, and cyclical analysis across multiple asset classes and incorporates technology platforms for tax-efficient rebalancing and held-away account management.

Sharon Mora Schulz is a financial advisor at Avantax Planning Partners, Inc. based in Dallas, TX, holding a Series 65 designation. She has experience working with Cetera Wealth Services, LLC since 2025 and has been with Avantax in various roles since 2023. Prior to these positions, she spent 17 years at RetireBetter. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets across more than 7,500 clients as of the end of 2025.

Colton Baysinger is a financial advisor at Triad Wealth Partners, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sullivan Financial Partners, Caliber Home Loans, and Charles Schwab & Co., Inc. Baysinger is also an insurance agent selling fixed insurance and annuities through International Wealth Management DBA Sullivan Financial Partners. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm uses a model-driven investment process focused on strategic asset allocation and offers sub-advisory investment management, tax-efficient model portfolios, and operational support to RIAs.

Luke Hamblin is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Mutual of Omaha and its associated entities since 2019 after working at GM Financial for one year. In addition to his advisory role, he is an insurance agent specializing in life, health, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm uses a platform relationship with Envestnet and Pershing custodians, delivering managed solutions through approved model portfolios and third-party managers.

Iman Howard is a financial advisor with Ally Invest Advisors in Colleyville, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Ally Invest Advisors in 2023, Howard has worked at Ally Invest Securities LLC, Ally Bank, and Saks Fifth Avenue. Outside of finance, Howard owns Artgasmic LLC, which organizes pop-up art events for minority artists and small business owners, and is a joint owner of the event venue Krimson Park. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction, offering ETF-based Robo Portfolios and advisor-delivered Personal Advice. The firm uses model portfolios built on Modern Portfolio Theory with multiple risk tiers and cash allocation strategies.

Jonathan Bernstein is a CFP® professional with 16 years of industry experience, currently serving as an advisor at BakerAvenue Asset Management. His prior experience includes roles at Charles Schwab Bank and Fidelity Personal and Workplace Advisors. BakerAvenue Asset Management is a multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm provides discretionary portfolio management along with financial planning, family office services, and specialized strategies that combine quantitative, fundamental, and tactical allocation tools.

Shawn Miles is a financial advisor at RFG Advisory, LLC with a Series 65 designation and 10 years of industry experience. He has worked at United Capital Financial Advisers, LLC since 2016 and joined RFG Advisory in 2026. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, and access to alternative investments through a range of model strategies and third-party platforms.

Lane Richardson is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Robinhood Markets, Inc. and The Vanguard Group, Inc. Outside of financial services, he has experience operating an estate sale service. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily uses managed advisory programs with third-party portfolio managers on the Envestnet platform and offers a range of layered portfolio solutions alongside digital automated ETF products.

Sergio Nunez is a financial advisor with Ally Invest Advisors and holds a Series 66 designation. He has two years of industry experience, including previous roles at Merrill and various financial institutions. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction. The firm employs model portfolios based on Modern Portfolio Theory and offers both automated investing and Financial Advisor-delivered Personal Advice services.

Justin Brown is a financial advisor at Grimes & Company with three years of industry experience. He holds a Series 65 designation and has previously worked at Mercer Advisors, Capital Investment Advisors, and Genesis Asset Management. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, and government entities. The firm builds customized investment strategies using proprietary research and portfolio-management systems and offers trustee services in addition to acting as a sub-adviser for other investment advisers.

Nathan Ohlinger is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Simon Quick Advisors, LLC with four years of industry experience. Prior to joining Simon Quick in 2025, he worked at The Northern Trust Company for twelve years. Outside of his advisory role, he owns IMAGE Studios, a health and wellness franchise in Coppell, TX, where he serves as property manager during its build-out phase, and is a minority owner of a commercial real estate investment and management firm with limited involvement. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, and tax services. The firm employs a diversified investment approach, including proprietary quantitative analysis and direct due diligence, managing assets across various strategies and acting as a fund sponsor for multiple affiliated and unaffiliated pooled investment vehicles.

James Copeland is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has worked at Advisory Services Network since 2018 and previously held roles at Ameriprise Financial Services, Strategic Advisors, and Fidelity Brokerage Services. Outside of his advisory work, he is an independent insurance agent specializing in annuities and life insurance and serves as president of Copeland Way LLC, a service company for business income, expenses, and taxes. Advisory Services Network is an enterprise firm serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of 208 independent advisers manages approximately $8.6 billion in client assets, offering portfolio management, financial planning, and retirement plan consulting through a variety of investment strategies and implementation options.

Andrew Watts is a CFP® professional based in Dallas, TX, with 22 years of industry experience. He is currently with Avantax Planning Partners, Inc., where he has worked for five years, and has prior experience at various firms affiliated with Cetera since 2025. Avantax Planning Partners, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and businesses through portfolio management, financial planning, and a managed retirement plan platform. The firm operates primarily via a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients as of December 31, 2025.