Samantha Newsom is a financial advisor at Ally Invest Advisors with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ally Invest Advisors since 2021, following over a decade at TD Ameritrade. In addition to advising clients, she serves as Director of Product Management at Ally Invest Advisors, collaborating with advisory teams. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm offers ETF-based Robo Portfolios and Financial Advisor-delivered Personal Advice, utilizing model portfolios grounded in Modern Portfolio Theory across multiple risk tiers.

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 finance, she has worked in community and recreational settings including the YMCA of the Rockies and Camp Mystic for Girls. Facet Wealth offers subscription-based financial planning and discretionary investment management to individuals, utilizing model-based asset allocations with a focus on exchange-traded funds and technology-driven processes. The firm serves a broad client base through phone, video, and a proprietary web platform, emphasizing an integrated planning approach across its multi-advisor team.

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 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.

Ashley Liggins is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She has worked at Ally Invest Advisors since 2022, following previous roles at Clientwise LLC and TD Ameritrade. 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 financial advisor-delivered personal advice with model portfolios based on Modern Portfolio Theory.

Thomas Thompson is a CFP® professional with 37 years of industry experience, currently serving at Momentum Independent Network Inc. He has worked with SWS Financial Services for over three decades. Outside of his advisory role, Thompson serves as a member of the St Marks Endowment Committee, a religious nonprofit organization in Arlington, TX. Momentum Independent Network serves a diverse client base, including individual, high-net-worth, charitable, corporate, institutional, and banking clients, offering advisory and brokerage services through a platform model that integrates third-party managers and Envestnet for investment management and trading.

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.

John Surenkamp is a Series 65-licensed financial advisor with five years of industry experience, currently with Apollon Wealth Management, LLC. Prior to joining Apollon, he worked as an Investment Adviser Representative and was involved with Spirit Halloween Superstores, LLC. He is also the president and owner of Sage Annuities LLC, a company that sells fixed and indexed annuities. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and other entities, offering a range of financial planning and portfolio management services supported by both centralized and local investment strategies.

Van Freeman is a financial advisor with Western Wealth Management LLC in Fort Worth, TX, holding a Series 66 credential and 23 years of industry experience. He has worked with Western Wealth Management since 2019 and previously with FWPAM, LLC and LPL Financial. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors. The firm offers a range of services such as portfolio management, financial planning, and institutional investment management through a decentralized network of 88 advisers, employing strategies that include ETFs, mutual funds, equities, bonds, alternatives, derivatives, and cryptocurrency products.

Nickolas Bortells is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He holds a Series 65 credential and previously worked at Fisher Investments and Abbott Laboratories in nutrition and diabetes care. Foundations Investment Advisors serves a broad client base including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm offers financial planning and portfolio management through a large network of affiliated offices, utilizing model portfolios and a mix of fundamental, technical, and cyclical analysis.

John Keene is a CFA® charterholder with 20 years of industry experience. He is currently with Cary Street Partners, where he has worked since 2025, following a 31-year tenure at Keene & Associates, Inc. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, serving a range of clients with specialized services for state and municipal government entities and insurance companies.

Tyler Maness is a financial advisor at Arkadios Wealth Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial and Ameriprise Financial Services. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans using a variety of portfolio management strategies and incorporates fundamental, technical, and cyclical analysis in its approach.

Luke Hamblin is a financial advisor with Mutual of Omaha Investor Services, Inc. in Irving, TX. He holds Series 65 and Series 63 licenses and has seven years of industry experience, including roles at Mutual of Omaha Insurance Company and GM Financial. Additionally, he works as 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 and managed account programs. The firm operates within the Mutual of Omaha group and delivers solutions through platform relationships with Envestnet and Pershing, serving a broad client base with various advisory models.

Leslie Kelly is a financial advisor at Ally Invest Advisors with 10 years of industry experience. She holds the Series 66 designation and has previously worked at TD Ameritrade. Kelly also serves as a Wealth Product Manager, supporting both Ally Invest Securities and Ally Invest Advisors in a dually registered capacity. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated and advisor-led services. The firm utilizes ETF-based portfolios grounded in Modern Portfolio Theory, with model allocations tailored across multiple risk tiers and strategy variants.

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.

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.

Jay Doshi is a financial advisor with Calton & Associates, Inc. in Fort Worth, TX. He holds the Series 66 designation and has been with Calton & Associates since 2026. Outside of his advisory role, he has over two decades of experience working with the City of Fort Worth. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing a variety of analytical approaches and managing accounts through proprietary programs or third-party managers.

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.

Robert Reece is a financial advisor at Principal Advised Services with six years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. His prior experience includes roles at Bank of America, Merrill Lynch, and Wells Fargo. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies and proprietary models and benefits from its membership in the Principal Financial Group family, which provides access to affiliated products and services.