Karen Spence is a financial advisor with Good Life Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. She has worked at Good Life Advisors since 2021 and previously spent five years at Level Four Advisory Services and has been associated with LPL Financial for 12 years. Outside of her advisory work, she manages Team Spence, Inc., a business entity used for tax and investment purposes. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management, serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers tailored portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers, using a combination of direct management, model portfolios, and sponsored advisory platforms.

Jamie Conlon is a CFP® and ChFC® with 11 years of industry experience. He currently works at Mutual of Omaha Investor Services, Inc. and has held prior roles at John Hancock, Fidelity & Guaranty, The Leaders Group, and AIG Capital Services. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and managed account programs primarily through a platform relationship with Envestnet. The firm operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Adam Dowlen is a financial advisor at Coppell Advisory Solutions LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at HBW Advisory Services and Williams & Kunkel CPA. Outside of advisory work, he operates Add Em Up Taxes, providing tax return preparation and tax savings advice. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses tailor-made asset allocation models combined with fundamental and technical analysis, implementing strategies on a discretionary basis aligned with client objectives.

Guy Jones is a CFP® with 42 years of industry experience, currently serving at BFC PLANNING, Inc. since 2012. He has a long tenure in financial services, including roles at Securities Management & Research, Inc. and American National Insurance dating back to the early 1980s. Outside of advisory work, he is president of G&L Concepts, managing sales representatives and personal insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional clients through approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and sub-advisory services, utilizing various platforms and strategies tailored by individual advisers.

Lori Clem is a financial advisor at BFC Planning, Inc. with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Berthel Fisher & Company Financial Services, Inc., Williams Financial Group, and Northstar Securities, Inc. Outside of her advisory role, Clem is involved in several business ventures, including operating a pet care center and pet cemetery, serving on the board of the Weatherby Foundation, and participating in property development projects. BFC Planning, Inc. serves a diverse client base including individuals, corporations, trusts, and pension plans through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to various third-party managers, employing a range of investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

Jeffrey Belton is a financial advisor with Intellicents Investment Solutions Inc in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining Intellicents, he worked at StanCorp Investment Advisers, Inc. and StanCorp Equities, Inc. for over a decade. He serves as a Town Council Member for Shady Shores, TX. Intellicents Investment Solutions Inc serves retirement plan sponsors, third‑party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long‑term, buy‑and‑hold investment strategies overseen by a CFA Chief Investment Officer and offers a range of services including retirement plan consulting, individual wealth management, and a wrap fee program.

Glenn Koehl is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Soltis Investment Advisors, LLC since 2020. His prior roles include positions at SlateStone Wealth, LLC and Capital Markets Iq, LLC (D/B/A Surety Wealth Management). Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans, offering discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence.

Anthony Pitzer is a CFP® and Series 66-licensed financial advisor with 22 years of industry experience. He is currently a partner at Merit Financial Advisors, where he has worked since 2019. Prior to that, he spent 17 years at LPL Financial, LLC and has been with Purshe Kaplan Sterling Investments since 2024. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, overseen by a central Investment Management team and an Investment Committee.

Mark Theall is a financial advisor with Soltis Investment Advisors, LLC in Southlake, TX. He holds Series 63 and Series 66 licenses and has three years of industry experience, including previous roles at Zable Freeman and Fidelity Investments. His background also includes several years in education and swim team management. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base that includes individuals, institutions, trusts, and retirement plans. The firm employs a Modern Portfolio Theory-based investment approach combined with quantitative and qualitative manager analysis and offers a range of investment products and ongoing client communications.

Sydney Katzmark is a financial advisor at Merit Financial Advisors with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Merit, Katzmark held roles at Purshe Kaplan Sterling Investments, Global Wealth Advisors, Charles Schwab & Co., Inc., and HFS Wealth Management. 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 coordinated wealth-management services and employs a long-term, diversified investment approach with customizable portfolio models overseen by an internal Investment Management team.

James Yahoudy is a financial advisor at Aptus Capital Advisors, LLC in Grapevine, TX, with 16 years of industry experience. He holds a Series 66 designation and has worked at Aptus since 2020, following seven years at TD Ameritrade and most recently with Quasar Distributors, LLC. Aptus Capital Advisors manages approximately $14.47 billion and serves individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm offers a range of advisory services including portfolio management, financial planning, and model-portfolio subscriptions, primarily implementing strategies through ETFs with a focus on balancing market participation and risk mitigation.

David Murdock Jr. is a CFP® professional with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Bordeaux Wealth Advisors LLC and Brownson, Rehmus & Foxworth. Focus Partners Wealth serves a broad range of clients including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm uses a long-term, tax- and fee-sensitive investment approach with enhanced open architecture, combining fundamental and quantitative analysis alongside third-party managers, and offers a wide array of wealth management and advisory services.

Heath Dowell is a CFP® with 12 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc and Charles Schwab & Co., Inc, having joined in 2025. His prior experience includes roles at The Vanguard Group and TD Ameritrade. Dowell also maintains an inactive LLC from a previous business opportunity. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within Schwab, with a distinct fee structure and does not exercise discretionary trading authority for its clients.

Joshua Dietz is a financial advisor with Schwab Wealth Advisory and holds a Series 65 designation. He has prior experience with Texas Capital Bank Private Wealth Advisors, New York Life, and Dietz Law Firm, PLLC. Outside of his advisory role, he is the owner and president of ECO Group, LLC, a company that receives overriding royalty interests from oil and gas production. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset types while leaving final trading decisions to clients.

Karl Cole is a financial advisor with Independent Financial Group, LLC, holding CFP® and Series 63 credentials and bringing 37 years of industry experience. He previously worked at LPL Financial LLC from 2003 to 2017. Cole is also the owner and registered representative of a DBA marketing under the name Cole Financial. 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 brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and utilizes multiple advisory programs and third-party asset managers.

Allen Horak is a financial advisor at Kestra Advisory with one year of industry experience. He holds the Series 66 designation and has professional experience at firms including Applied Systems, Inc., EZLynx, and NetSuite/Oracle. Outside of his advisory role, Horak serves as a board member of Infinix Global and operates a CPA consultancy focused on business, financial, and accounting services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, with a client roster that includes sovereign wealth funds.

Cameron Smith is a CFP® professional affiliated with Commonwealth Financial Network, with six years of industry experience. Prior to joining Commonwealth in 2026, he held roles at Messett Financial, Charles Schwab & Co., Schwab Wealth Advisory, TD Ameritrade, and Equitable Advisors. Smith also has experience in the hospitality and gig economy sectors, including positions at The Biscuit Bar, Orlando's Italian Restaurant, Uber, and DoorDash. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad support platform including managed-account programs, third-party asset manager access, and custody/clearing services, offering a range of investment options and hybrid model portfolio solutions.

Shayan Peerwani is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, TIAA-CREF Individual & Institutional Services, LLC, University of Texas at Dallas, and Bank of the Ozarks. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm uses standard asset allocation models and Schwab research tools to guide its advice, with final trading decisions left to clients and discretionary management handled by affiliated or third-party money managers.

Eron Dahl is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 1999, including 14 years at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Alexander Johnston is a financial advisor at Centaurus Financial, Inc. with nine years of industry experience. He holds a Series 66 designation and has been with Centaurus Financial since 2016. In addition to his advisory role, Johnston works as a sales assistant and analyst at Morrison Financial, where he prepares analysis and due diligence for financial products. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of advisory and brokerage services with investment approaches that include fundamental and technical analysis, model overlay programs, and third-party money manager referrals.