Geoffrey Erwin is a CFP® professional with 27 years of experience in the financial services industry. He currently works at BakerAvenue, where he has been since 2022. His previous roles include positions at Fidelity Personal and Workplace Advisors and Strategic Advisers, as well as Fidelity Brokerage Services. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. organizations, offering portfolio management, financial planning, family office services, and specialized strategies including estate and philanthropy planning. The firm employs a combination of fundamental, quantitative, and technical analysis with tactical asset allocation across various named strategies.

Martin Rasmussen is a CFP® professional with 18 years of industry experience, currently affiliated with Foundations Investment Advisors LLC and Clearfork Financial Planning. His prior experience includes roles at AE Wealth Management, LLC, Global Financial Advisory, and Global Financial Private Capital, LLC. Rasmussen also serves as an insurance agent with Advisors Excel, writing life insurance, annuities, and Medicare supplements. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach, and offers a range of services through a large network of affiliated offices and representatives.

Matthew Kline is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He is currently with Northern Trust Securities, Inc. in Fort Worth, TX, and has prior experience at Bank of America and Merrill. Northern Trust Securities, Inc. is a multi-team firm providing discretionary portfolio management through a model-driven wrap fee program, serving high-net-worth individuals, retail investors, and institutional clients. The firm integrates advisory, brokerage, and custody services, offering portfolios that combine proprietary and third-party products with periodic reviews for suitability and performance.

Brittany Hiett is a financial advisor at MCF Advisors, LLC in Lexington, KY, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior roles include positions at Northern Lights Distributors, Sierra Investment Management, and The Preiss Company. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation process tailored to clients' goals and risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning support.

Ryan Mc Weeney is a financial advisor at Parallel Advisors, LLC with two years of industry experience. He joined Parallel Advisors in 2022 after working at Fidelity Investments from 2020 to 2022. Prior to his financial services career, Mc Weeney had roles in retail and corporate settings, including at Ward's Berry Farm and State Street Corporation. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies across multiple asset classes and integrates technology platforms to manage tax-efficient rebalancing and held-away accounts.

Robert Barton is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 65 credentials and has 38 years of industry experience. Since 2013, he has been associated with SWS Financial Services. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients, offering advisory and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet for investment advice and account management, and is notable for its integration with Hilltop affiliates in municipal bond strategies and cash management programs.

James Turco is a financial advisor at Thurston Springer Advisors with six years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Bank, accumulating eight years there before joining his current firm. Turco holds Series 63, Series 65, and Series 66 credentials. Thurston Springer Advisors serves a diverse client base including individuals, corporations, retirement plans, foundations, and trusts. The firm offers financial planning, estate-planning facilitation, portfolio management, and fiduciary services, using a range of discretionary and non-discretionary investment strategies that include both traditional and tactical approaches.

Christopher Cottrell is a financial advisor with Arkadios Wealth Advisors in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. His prior firms include LPL Financial LLC, Hi-Fidelity, AXA/Equitable Advisors, and Parkhill, Smith, and Cooper. He is also involved with Stewardship Wealth Management LLC. Arkadios Wealth Advisors is a multi-team SEC-registered advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and consulting services, utilizing customized investment plans based on client risk profiles and a combination of fundamental, technical, and cyclical analysis.

Justin Davis is a CFP® professional with 17 years of experience in the financial industry. He has worked at Grimes & Company since 2019, following roles at J.P. Morgan Securities and TD Ameritrade. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, charitable organizations, and government entities. The firm offers customized investment strategies using proprietary research and portfolio management systems and supports a range of institutional-type services such as sub-advisory engagements and specialized allocation strategies.

Raeann Forester is a financial advisor with Archer Investment Corporation, holding Series 63 and Series 65 credentials and 31 years of industry experience. She has worked at Archer since 2021 and previously spent over two decades with Avantax Advisory Services and related entities. Outside of her advisory role, Forester serves in various community positions including treasurer for the Grand Prairie Metro Rotary Club and the GPHS Alumni Association, supporting nonprofit activities and scholarship programs. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and The Archer Funds. The firm employs a process that assesses clients’ financial situations and constructs diversified portfolios across multiple asset classes, managing approximately $900 million primarily on a discretionary basis.

Philip Wetzel, Jr. is a financial advisor with Strategic Financial Concepts, LLC in Fort Worth, TX, holding a Series 66 designation and 26 years of industry experience. He previously worked at WWK Wealth Advisors and Whitney Wetzel & Kuether, L.L.C., and has maintained a long-standing association with LPL Financial. Outside of his advisory role, he serves as a director of Wetzel Financial Strategies, LLC. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management, financial planning, and consulting, employing both fundamental and technical analysis as well as third-party manager solutions, with ongoing supervision and rebalancing.

Margaret Thompson is a financial advisor at Prospera Financial Services, Inc. with 28 years of industry experience. She has been with Prospera since 2004 and holds a Series 66 designation. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering a range of investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

Charles Kelsey is a financial advisor at Mutual Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Mutual Advisors since 2019. In addition to his advisory role, Kelsey serves as an Intelligence Officer in the US Army Reserve. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, providing asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutional investors, trusts, and retirement plans. The firm employs a combination of passive and active investment strategies tailored to client objectives and serves a diverse client base that includes sovereign wealth funds.

Mark Connell is a financial advisor with Financial & Tax Architects, LLC in Grapevine, TX, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior roles include positions at Regal Investment Advisors, Aion Retirement, PAGA, LLC, and Gateway Church. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary investment strategies involving exchange-traded funds, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Brian Schmidt is a CFP® professional with 27 years of industry experience, currently affiliated with Avantax Planning Partners, Inc. He has held various roles within Avantax and associated entities since 2014 and is also connected to multiple Cetera-affiliated firms since 2024. Based in Dallas, TX, Schmidt holds Series 63 and Series 66 licenses as well. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets as of December 2025. Its investment approach includes firm-designed style allocation models overseen by an advisory committee, tax-intelligent strategies, and discretionary account management with periodic rebalancing.

Michael Ryan is a financial advisor with Foundations Investment Advisors LLC in Fort Worth, TX. He holds Series 63 and Series 65 credentials and has 16 years of industry experience. Prior to joining Foundations in 2025, he worked at firms including AE Wealth Management, CV Mansfield LLC, and Principal Financial Ltd Co. Ryan is also engaged as legal counsel and a member of Black Rock, LLC, providing legal advice to individuals and organizations. Foundations Investment Advisors, LLC offers financial planning and portfolio management services to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach, incorporating structured products and alternative investments where appropriate.

Sabrina Baker is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 63 licenses and four years of industry experience. Her career has been primarily with Navy Federal entities, including roles at Navy Federal Credit Union and Navy Federal Brokerage Services. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm uses third-party portfolio managers and offers services including model-driven asset allocation, unified managed accounts, and a Private Wealth Consulting program for clients with $1,000,000 or more.

Patrick Strodtman is a CFP® with 10 years of industry experience, currently an advisor at RFG Advisory, LLC since 2025. His prior roles include positions at Edelman Financial Engines, Gwfs Equities (Empower Retirement), and Fidelity Brokerage Services. He is also the founder and owner of Strodtman Wealth Management, an independent advisory and insurance practice. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutions. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party and proprietary strategies, managing assets using a combination of active and passive models with a focus on risk management and tax efficiency.

Britton London II is a financial advisor with Navy Federal Investment Services, LLC in Coppell, TX. He holds a Series 66 designation and has approximately one year of industry experience, with prior roles at MML Investors Services LLC, Mass Mutual Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance Company. Outside of the financial sector, he is also employed by DoorDash. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm employs third-party portfolio managers on the Envestnet platform and offers model-driven asset allocation, account monitoring, rebalancing, and unified managed account options.

Robert Fitzgerald is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, with two years of industry experience. He holds the Series 66 designation and also maintains a law practice, the Law Office of Robert James Fitzgerald, P.C., which he has operated since 2018. Fitzgerald serves as a board member of Stewardship Wealth Management LLC, a for-profit entity. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through various advisory programs, including internally managed portfolios and third-party money managers. The firm employs a combination of fundamental, technical, and cyclical analysis, supports discretionary account management, and offers retirement plan consulting with fiduciary oversight.