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.

Emily Eisenhauer Freling is a financial advisor with B. Riley Wealth Advisors, Inc. in Dallas, TX, holding a Series 66 credential and 11 years of industry experience. Her prior roles include positions at Bank of America, Merrill Lynch, and National Asset Management. She serves on the Junior League of Dallas Sustainers Board and participates in several nonprofit organizations focused on women and children. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

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.

Sandra Bell is a financial advisor at Northern Trust Securities, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Northern Trust Securities since 2018. Prior to that, she was with EF Legacy Securities, LLC and Edelman Financial Services, LLC. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation providing discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with a range of managed account solutions delivered via the Fidelity Managed Account Xchange platform.

Marcus Walker is a financial advisor with Fifth Third Wealth Advisors LLC in Dallas, TX. He holds the CFP® and ChFC® designations and has 20 years of industry experience. His prior roles include positions at Truist and BB&T. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and access to separately managed accounts for a diverse client base, including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis using a combination of in-house and third-party strategies.

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.

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.

Andrew Greenawalt is a financial advisor at Sowell Management in Dallas, TX, holding a Series 66 designation with 10 years of industry experience. His career includes roles at Barrow Hanley Global Investors, MML Investors Services LLC, and Mass Mutual Life Insurance Company. Greenawalt has worked in both independent advisory and institutional environments. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm uses a variety of management styles and offers access to model portfolios, third-party manager selection, and unified managed account solutions.

David Beck is a financial advisor with Calton & Associates, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Calton & Associates since 2008. Outside of his advisory role, Beck serves as secretary for the Southwest Chapter Umpires (Taso) and works as a football official for junior and high schools in Texas. Calton & Associates is a registered investment adviser, broker-dealer, and insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management, financial planning, and access to third-party money managers, employing multiple analytical approaches and providing a range of fee arrangements.

Slade Buell is a financial advisor with Archer Investment Corporation, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Archer Investment Corporation since 2018 and has additional experience in accounting and tax preparation through his roles at Buell-Hoover Consulting LLC and Overcash & Buell Inc. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, utilizing diversified portfolios and a mix of separately managed accounts and proprietary funds. The firm operates a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets.

Walter Virden IV is a financial advisor at Momentum Independent Network Inc. with 25 years of industry experience. He holds a Series 66 designation and has worked at SWS Financial Services since 2001. Outside of advisory work, he is a partner at the CPA firm Virden Chapman & Virden PLLC and serves on the boards of St. John's Foundation and the Harry Male Youth Foundation. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients. The firm offers a range of advisory and brokerage services and utilizes a platform model with third-party managers and integrated municipal bond strategies sponsored by affiliated entities.

Tai Newman is a financial advisor at Wedbush Securities Inc. with one year of industry experience. He holds a Series 66 designation and is based in Dallas, TX. His background includes roles at Defender Outdoors and a significant period in full-time education. Wedbush Securities serves individual, high-net-worth, and institutional clients by offering investment advisory and broker-dealer services across multiple asset classes and account types. The firm’s offerings include wealth management, capital markets, and research, with portfolio management tailored to client objectives.

Jacob Montemayor is a CFP® professional with 11 years of industry experience, currently with Empirical Wealth Management in Fort Worth, TX. His prior roles include positions at The Vanguard Group and Charles Schwab. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, and institutional investors, offering a range of investment management, financial planning, and consulting services. The firm employs a multi-asset class approach grounded in Modern Portfolio Theory and operates several affiliated businesses in real estate, insurance, and legal referrals.

Wassana Ford is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 65 and Series 63 licenses and has six years of industry experience. She has been with Mutual of Omaha Investor Services since 2018 and with Mutual of Omaha Insurance Company since 2016. In addition to her advisory role, she works as 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 consulting. The firm uses a platform relationship with Envestnet and Pershing as custodian, supporting both discretionary and non-discretionary management, and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Jacob Hood is a financial advisor at United Capital Financial Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Keller Williams and Connor's Steak & Seafood. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management with asset-allocation models, offers portfolio customization for ESG and faith-based preferences, and supports clients with technology and reporting tools.