Mark Connell is a financial advisor with Financial & Tax Architects, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Regal Investment Advisors, Aion Retirement, and Gateway Church, among others. Financial & Tax Architects serves individual and high-net-worth clients, particularly those nearing or in retirement, offering discretionary portfolio management, financial planning, and consulting services. The firm employs proprietary model-based allocations primarily using ETFs, U.S. Treasuries, and fixed-income instruments, with monthly account reviews and a focus on discretionary management.

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 63 and Series 66 licenses and bringing five years of industry experience. She has worked extensively within the Navy Federal organization in various roles since 2014. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm emphasizes managed advisory programs with third-party portfolio managers and provides both digital automated investment solutions and layered portfolio options.

Patrick Strodtman is a CFP® professional with 10 years of industry experience, currently serving as an advisor at RFG Advisory, LLC. His prior experience includes roles at Edelman Financial Engines, Gwfs Equities (Empower Retirement), and Fidelity Brokerage Services. He is also the owner and founder of Strodtman Wealth Management, an advisory and insurance practice. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm’s approach includes discretionary portfolio management using model strategies and third-party platforms, along with fiduciary oversight for retirement accounts and plan sponsors.

Britton London II is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and currently based in Coppell, TX. He has approximately one year of industry experience, including prior roles at MML Investors Services LLC, Mass Mutual Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance Company. Outside of finance, he has been employed by DoorDash and Lowe's Retail Company. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and offers a range of solutions including unified managed accounts and automated ETF portfolios.

Gerald Krager is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His career includes roles at TD Waterhouse Investor Services and Ameritrade Inc before joining Ally Invest Advisors in 2020. Ally Invest Advisors serves a broad retail client base with discretionary portfolio management through both automated web-based services and advisor-led advice. The firm employs model portfolios primarily constructed with ETFs and integrates automated algorithms with supervised monitoring, managing tens of thousands of client accounts at scale.

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.

Tristan Bishop is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Grimes & Company. His prior roles include positions at Lido Advisors and Third Act Wealth Management. Grimes & Company provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, business entities, trusts, estates, charitable organizations, pension plans, and governmental entities. The firm employs customized strategies based on proprietary research and portfolio management systems, utilizing a range of investment vehicles and offering specialized services such as ERISA plan advisory and sub-advisory relationships with other registered investment advisers.

Curtis Stephens is a financial advisor with Coppell Advisory Solutions LLC in Dallas, TX, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Peak Brokerage Services, Capital Advisor Network, and Center Street Securities. Stephens serves as a board member for Madison County, Illinois, participating in local government decision-making. Fusion Investment Advisors, operating under Coppell Advisory Solutions LLC, provides discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages over $1.1 billion in assets using an open-architecture platform with tailored investment strategies and a broad range of investment tools.

Ethan Woods is a financial advisor at Soltis Investment Advisors, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fisher Investments, Wells Fargo Clearing, Purshe Kaplan Sterling Investments, and AXA Advisors. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans, managing approximately $13 billion in client assets. The firm employs a Modern Portfolio Theory-based investment process combining quantitative screening and qualitative manager due diligence, and offers a distinctive client communications program including quarterly reviews, market commentary, and client conferences.

Scott Heinila is a financial advisor at Axxcess Wealth Management, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Center Street Securities, Inc. and Retirement Investment Advisors Inc. Outside of his advisory role, he serves as a board member for Meals on Wheels Orange County. Axxcess Wealth Management provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm emphasizes customized, multi-asset portfolios and offers a formal TAMP platform with consolidated reporting and oversight of multiple managers.

Scott Flynn is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He worked at Flynn Planning Group for 14 years before joining Regal Investment Advisors in 2017. Flynn serves as Head of Development for Diamond Leaf Energy, a non-investment-related company. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated registered advisers and their clients, managing approximately $2.88 billion through a multi-team sub-advisory platform. The firm offers proprietary and third-party investment strategies and handles trade execution, rebalancing, and overlay management on behalf of its adviser network.

Aspen Gregg is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. Prior to entering the financial industry, Gregg held various roles in the hospitality sector, including positions at several steakhouses and restaurants. Arkadios Wealth Advisors is a multi-team, SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm provides customized investment plans and offers discretionary and non-discretionary portfolio management, ERISA retirement plan consulting, and integrated reporting services.

Sady Whitley is a financial advisor at Momentum Independent Network Inc. with one year of industry experience and holds a Series 66 designation. Prior to joining Momentum, Whitley worked in various roles including at the Johnson County District Clerk and in education. Outside of finance, Whitley owns and operates businesses in equine dentistry, mobile sanitation services, and HVAC/plumbing services. Momentum Independent Network Inc. serves individual, corporate, and institutional clients with investment advisory, portfolio management, and brokerage services. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities through its affiliation with the Hilltop group.

Bryan Bernard is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 credentials and offering 36 years of industry experience. He has been with Prospera since 2002. Bernard is also the owner of Silverthorn Investments, where he provides investment services for individuals, business owners, and corporations. 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 platforms and programs.

Marcus Moore is a CFP® professional with 39 years of experience in the financial industry. He is currently with Great Valley Advisor Group, LLC and has previously worked at firms including Good Life Advisors, LLC, LPL Financial, UBS Financial Services, and Merrill. Outside of his advisory role, he has been involved with Level Four Insurance Services, LLC, serving as a non-variable insurance agent. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Richard Sands is a financial advisor with Arkadios Wealth Advisors in Arlington, TX, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His professional background includes roles at CitiGroup, Frost Private Bank, Arete Wealth Management, and Wells Fargo. In addition to his advisory work, he operates Pinnacle Wealth Strategies, a financial planning and guidance service. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various internally managed and third-party solutions, employing a blend of fundamental, technical, and cyclical investment analysis.

Brian Tillotson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and over 24 years of industry experience. He has worked at several firms, including LPL Financial and Good Life Advisors, LLC. Outside of his advisory roles, Tillotson is the owner of Virtus Tax Strategies, LLC, a tax preparation and accounting business. 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 and financial planning, utilizing a combination of proprietary strategies and third-party platforms to tailor portfolios to client objectives.

James Hart Du Preez is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, holding a Series 65 credential. He has one year of industry experience, including prior work in commercial real estate and seven years with the Sunshine Tour. Arkadios Wealth Advisors is a multi-team SEC-registered firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and consulting services and utilizes a combination of fundamental, technical, and cyclical investment analysis to create customized client plans.

Garrett Baker is a Series 65-licensed advisor with Apollon Wealth Management, LLC, based in Arlington, TX, and has three years of industry experience. Prior to joining Apollon in 2026, he worked at Sage Advisors LLC for four years and held various roles in education at the University of Wyoming and local high schools. 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, trusts, estates, businesses, retirement plans, and insurance company clients, combining centrally managed strategies with locally managed portfolios and employing a range of investment tools including ESG risk models, Direct Indexing, and generative AI.