Stewart Scothorn is a financial advisor at Advisor Share Wealth Management, LLC with a Series 65 designation. He has one year of industry experience and has been employed at Advisor Share Wealth Management since 2026. He also has a longstanding role at The Benefit Link, Inc., where he has worked since 2010. 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 used by independent advisers, implementing client strategies through third-party sub-advisers and model portfolios.

Cory Allen is a financial advisor at Gibbs Wealth Management, LLC in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has experience dating back to 2019 with roles at Hybrid Financial LLC and Axa Advisors, LLC. Outside of his advisory work, he is also an insurance agent providing customer service and support related to insurance activities. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and model portfolios to guide investment decisions. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions where appropriate.

Erik Luckstead is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 designation and 14 years of industry experience. He has worked at Virtue Capital Management since 2019 and has held various roles in related businesses including Wealthstead LLC, where he serves as managing member providing business and loan consulting. Additionally, he owns an independent insurance agency focused on health, accident, and life benefits. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic approaches and offers discretionary and non-discretionary management, financial planning, third-party manager due diligence, and sub-advisory services through a multi-team model.

Joy Kirsch is a financial advisor at Merit Financial Advisors with 40 years of industry experience. She holds a Series 63 designation and has worked previously at LPL Financial and Purshe Kaplan Sterling Investments. Outside of advisory roles, she is a limited partner in a partnership that owns a cell phone tower. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach with customizable model portfolios overseen by a central Investment Management team and Investment Committee.

Ben Boyd III is a CFP® with 22 years of industry experience, currently serving at Symphony Financial, Ltd. Co. and LPL Financial since 2024. His prior roles include positions at Charles Schwab, Merrill Lynch, and Bank of America. Outside of financial advising, he is a business owner of Everyday Armor LLC, a company involved in packing and shipping operations. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and multi-family office services. The firm employs a long-term investment approach utilizing mutual funds, ETFs, individual securities, options, and private placements, and offers ERISA 3(21) fiduciary services alongside coordinating comprehensive multi-family office engagements.

Brandon Woods is a CFP® with seven years of industry experience, currently serving at Root Financial Partners since 2024. Prior to this, he worked at Buckingham Strategic Wealth, LLC, CWM, LLC, Chessman Wealth Strategies, and Foresters Financial Services. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive allocations using index funds and ETFs, with customized portfolios based on client objectives, risk tolerance, and tax considerations.

W. Ben Fox is a financial advisor at Eversource Wealth Advisors, LLC with 17 years of industry experience. He previously worked at Northwestern Mutual and its affiliated entities for over 15 years. Fox is also licensed as an independent insurance agent, selling non-variable insurance products. Eversource Wealth Advisors serves individual and institutional clients, offering wealth management, financial planning, and investment advisory services through a national network of advisors using multiple investment programs, including private markets and values-based strategies.

Brayden Perkins is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with two years of industry experience. He has previously worked at LPL Financial and serves as an undergraduate teaching assistant at Oklahoma State University. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment plans and offers a range of portfolio management and financial planning services, utilizing fundamental, technical, and cyclical analysis methods.

Luke Tolson is a financial advisor at Prospera Financial Services, Inc. in Grapevine, TX, holding a Series 66 designation with 14 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney before joining Prospera in 2018. In addition to his advisory role, he provides accounting and business consulting services for DOT Compliance Group. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial planning, portfolio management, and access to multiple advisory platforms, including both discretionary and non-discretionary account management options.

Nicholas Yokley is a financial advisor at Signal Advisors Wealth, LLC in Fort Worth, TX, holding a Series 65 designation. He has experience dating back to 2015, including roles at American Senior Benefits and Legacy Retirement Solutions. Outside of advisory work, he is also an insurance agent specializing in the sale of various insurance products. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent RIAs through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

Charles Elhoff Jr. is a CFP® and ChFC® with 52 years of experience in the financial services industry. He is currently affiliated with Great Valley Advisor Group, LLC and has previous experience at Good Life Advisors, LLC, LPL Financial, and Level Four Advisory Services, LLC. Elhoff also serves as a FINRA arbitrator and is a licensed life insurance counselor and agent. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, combining in-house strategies with third-party managers and platforms to tailor portfolios to client objectives.

Sherry Echart is a financial advisor with HUB Investment Partners, LLC in Arlington, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at several firms, including TCG Advisors, LP, National Life Group, Chase Investment Services Corp., BBVA Compass Investment Solutions, Inc., and Wells Fargo Investments, LLC. HUB Investment Partners serves a diverse range of clients, including institutional investors and high-net-worth individuals, offering portfolio management, retirement and financial planning, and specialty services for banking and municipal clients. The firm uses a combination of active and passive strategies and employs quantitative and qualitative analyses to guide investment decisions.

Kyle Blair is a financial advisor with Prospera Financial Services, Inc. in Grapevine, TX, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior work history includes roles at Charles Schwab & Co., Inc., Mr. Cooper, Caliber Home Loans, and Quicken Loans. There are no additional outside activities noted. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Kurt Koke is a financial advisor with Prospera Financial Services, Inc. in Hurst, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Prospera since 2004. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Leah Collette is a financial advisor with BOK Financial Private Wealth, Inc. in Fort Worth, TX. She holds Series 65, Series 63, and Series 66 licenses and has nine years of industry experience. Prior to joining BOK Financial in 2026, she worked at Northern Trust and J.P. Morgan Securities. BOK Financial Private Wealth, Inc. provides discretionary and limited non-discretionary investment management, wealth advisory, and financial planning services to high-net-worth individuals, trusts, estates, and institutional clients. The firm employs a team-based investment process supported by research from BOKF, NA’s Strategic Investment Advisors group and integrates a range of asset classes and outside sub-advisors to customize client portfolios.

Jeremy Witbeck is a CFP®, CFA®, and Series 65-registered financial advisor at RWA Wealth Partners with 13 years of industry experience. He previously worked at Adviser Investments, LLC and Polaris Greystone Financial Group, LLC. In addition to his advisory career, he serves as an adjunct lecturer at California Lutheran University, teaching graduate-level financial planning courses. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored plans. The firm emphasizes strategic asset allocation and uses an open-architecture platform combining mutual funds, ETFs, separate accounts, and private pooled vehicles, supported by customized fixed income management and a mix of fundamental and quantitative strategies.

Emma Egan is a financial advisor at Soltis Investment Advisors, LLC with three years of industry experience. She previously worked at Fisher Investments for five years and has held roles at Learfield IMG and the University of Oregon. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base, including individuals, institutions, and trusts. The firm manages approximately $13 billion in client assets and employs an investment process based on Modern Portfolio Theory, combining quantitative screening with qualitative manager due diligence across a range of asset types.

Robert Hill III is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with six years of industry experience. He previously worked at LPL Financial, LLC, and has a background that includes roles at Velano Vascular, Inc. and Becton Dickinson. Hill also operates Stewardship Wealth Management as an additional business activity. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans, offering customized investment and wealth management services. The firm utilizes an integrated operating model combining advisor-managed accounts, third-party managers, and an internal portfolio team to deliver diverse investment strategies.

Nickolas Moes is a financial advisor with Verity Asset Management in Southlake, TX, holding a Series 65 credential and six years of industry experience. Prior to joining Verity in 2022, he worked at Aversin Financial Associates and National Financial Services LLC. Outside of his advisory role, he is involved in several consulting and business ventures, including serving as CEO of Structured Pension, LLC and Structured Financial Group, LP, which provide insurance and tax services. Verity Asset Management is a multi-team SEC-registered advisory firm managing approximately $1.15 billion for individuals, retirement plan sponsors, institutional clients, and registered investment advisers. The firm emphasizes a model-based investment process with tactical asset allocation and offers both internally managed and third-party strategies, as well as sub-advisory and retirement consulting services.

Matthew Deno is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Manulife Asset Management (US) LLC since 2012 and has been affiliated with John Hancock and its related entities since 2002. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted model with third-party financial planning software to deliver generally framed written recommendations, serving a high client load per advisor.