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 65 and Series 63 licenses and seven years of industry experience. He previously worked at GM Financial and has been with Mutual of Omaha since 2019. Outside his advisory role, he is also licensed as an insurance agent focusing on life, health, and annuity products, and participates in referral activities related to mortgage leads. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account programs primarily through a platform relationship with Envestnet. The firm serves both non-high-net-worth and high-net-worth clients, utilizes approved model portfolios, and works in conjunction with third-party managers.

Jonathan Bernstein is a CFP® professional with 15 years of experience in the financial services industry. He is currently with BakerAvenue Asset Management, LP and has prior experience at Charles Schwab and Fidelity in both advisory and brokerage roles. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, offering portfolio management, financial planning, family office services, and specialized strategies including estate and philanthropy planning. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, and technical analysis with tactical asset allocation.

Shawn Miles is a financial advisor at RFG Advisory, LLC with a Series 65 credential and recent industry experience beginning in 2026. He has prior work experience at United Capital Financial Advisers, LLC from 2016. RFG Advisory is a multi-team registered investment adviser with around 178 advisors managing approximately $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan consulting, and access to alternative investments and annuity management using a blend of actively managed and passive strategies.

Lane Richardson is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 63 licenses and three years of industry experience. He previously worked at Robinhood Markets, Inc. and The Vanguard Group, Inc. Outside of finance, he operated Christi Ann Estate Sale Service for four years. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management. The firm utilizes third-party portfolio managers through the Envestnet platform and offers a range of advisory and brokerage services, including a Private Wealth Consulting program for high-net-worth clients.

Justin Brown is a financial advisor at Grimes & Company with three years of industry experience. He holds the Series 65 designation and has previously worked at Mercer Advisors, Capital Investment Advisors, Genesis Asset Management, and Score Sports. Grimes & Company Wealth Management serves individuals and families, including high-net-worth clients, as well as trusts, estates, pension plans, and government entities. The firm provides discretionary investment management and financial planning, employing proprietary research and a variety of investment strategies across multiple asset types.

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.

William Reaves is a financial advisor at BOK Financial Securities, Inc. in Grapevine, TX, with 20 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for TIAA and TIAA-CREF Individual & Institutional Services from 2016 to 2024. BOK Financial Advisors serves a diverse range of clients, including individuals, high-net-worth clients, corporations, institutions, and government entities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with tailored asset allocation strategies.

Daniel Vandergriff is a financial advisor at Northwest Asset Management with 27 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Northwest Asset Management, he worked at CS Planning Corp., Noble Private Wealth, LLC, and Fidelity in various advisory roles dating back to 1998. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and institutional clients. The firm focuses on customized investment management using strategic asset allocation and Modern Portfolio Theory, and offers a range of financial planning, consulting, tax preparation, and back-office services.

Terrence Fergen is a financial advisor at BFC PLANNING, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BFC PLANNING since 2016. Prior to that, he worked at Berthel Fisher & Company Financial Services, Inc. starting in 2012. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory and third-party management programs, with strategies that typically include stocks, bonds, mutual funds, and ETFs.

Jordan Stefanov is a financial advisor at United Capital Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Girard Securities and Farther Financial Advisors. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by proprietary technology and access to third-party managers.

Joy Deanda is a financial advisor with Advisory Services Network, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked at Fidelity Brokerage Services, Inc. for 18 years and has been with Charles Schwab since 2019. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

William Swearingen II is a financial advisor at United Capital Financial Advisors with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Lion Street Financial, Cetera Advisor Networks LLC, and Girard Securities, Inc. Since 2007, he has served as Managing Director at United Capital, focusing on client retention and new client relationships. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management using asset-allocation models, access to third-party managers, customized portfolios including ESG and faith-based options, and client-facing technology and reporting tools.

Karl Drescher Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Mutual of Omaha Investor Services since 2006. Outside of his advisory role, Drescher serves on the Board of Trustees for the General Grand Chapter, Order of the Eastern Star, and on the Board of Directors for the Perry Belmont House, a nonprofit organization maintaining a historic mansion in Washington, D.C. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates primarily through platform relationships and combines investment advisory services with broker-dealer and insurance distribution capabilities within the Mutual of Omaha group.

Sean Mccauley is a CFP® professional with 16 years of experience in financial advising. He is currently with RFG Advisory, LLC and has previously worked at Ameriprise Financial Services, Inc. and Private Client Services. Outside of his role at RFG, he owns and operates Cross Timbers Financial Group. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both third-party and proprietary investment strategies.

Coltin Davis is a financial advisor with Soltis Investment Advisors, LLC, holding a Series 66 license and three years of industry experience. His prior roles include positions at Ausdal Financial Partners, Inc and CFO4Life, and he is also the owner and managing partner of TXFP Consulting, a dormant business. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a manager selection process that integrates Modern Portfolio Theory with quantitative and qualitative analysis, overseeing a diverse range of investment vehicles.

Anthony Apollaro Jr. is a financial advisor with Coppell Advisory Solutions LLC and holds a Series 66 designation. He has 18 years of industry experience, including roles at Varsity Asset Management, LLC and Fusion Investment Advisors, LLC. Outside of his advisory work, he serves as president of GET IN THE BOX, Inc., where he oversees operations. Fusion Investment Advisors, doing business as Coppell Advisory Solutions LLC, provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm uses an open-architecture platform and combines internally developed and independent asset allocation models with fundamental and technical analysis to manage client portfolios.

Wassana Ford is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and six years of industry experience. She has worked at Mutual of Omaha Investor Services since 2018 and has also been affiliated with Mutual of Omaha Insurance Company since 2016. Outside of her advisory role, she is an insurance agent specializing in health and life insurance 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 plan consulting. The firm delivers managed solutions primarily through Envestnet and uses Pershing as custodian and introducing broker-dealer, operating within the broader Mutual of Omaha group alongside broker-dealer and insurance businesses.