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.

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 experience in the financial advisory industry. He currently works at Grimes & Company and has held prior roles at Lido Advisors, Third Act Wealth Management, Lifeway Financial Corporation, Mission 2540, Buffalo Springs Church, and Texas Tech University. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, providing discretionary investment management, financial planning, and non-investment implementation referrals. The firm employs customized investment strategies using proprietary research and manages allocations across various asset types, including mutual funds, ETFs, and individual securities.

Curtis Stephens is a financial advisor at Coppell Advisory Solutions LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Peak Brokerage Services, Capital Advisor Network, and Center Street Securities. Outside of his advisory role, he serves as a board member for Madison County in Edwardsville, IL. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, offers discretionary portfolio management and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm uses an open-architecture investment platform with internally developed and third-party asset allocation models, employing a wide range of investment tools and continuous portfolio monitoring.

Ethan Woods is a financial advisor at Soltis Investment Advisors, LLC with seven years of industry experience. He has held prior roles at Wells Fargo Clearing, Fisher Investments, Purshe Kaplan Sterling Investments, 49 Financial, and Axa Advisors. Soltis Investment Advisors offers discretionary investment management, financial planning, and pension/401(k) consulting services to individuals, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in assets and employs a Modern Portfolio Theory-based investment process incorporating quantitative screening and qualitative manager due diligence.

Scott Flynn is a financial advisor with Regal Investment Advisors LLC in Bloomington, MN, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Regal since 2017 and also maintains a long-term role at Flynn Planning Group since 2003. Outside of his advisory work, Flynn serves as Head of Development for Diamond Leaf Energy and is involved in leasing activities through Diamond Leaf Finance. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charities, and businesses. The firm offers a range of proprietary and third-party model portfolios, with discretionary authority to implement and manage these strategies on behalf of clients through their advisors.

Sady Whitley is a financial advisor with Momentum Independent Network Inc. holding a Series 66 designation and beginning her advisory career in 2024. Her prior experience includes roles at Johnson County District Clerk and teaching positions at Coleman Elementary School and Godley ISD. Outside of finance, she owns SCW Equine Dentistry, providing mobile dental services for horses, as well as two other small businesses in mobile sanitation and HVAC/plumbing services. 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 using a platform model with third-party managers and integrated solutions from Hilltop affiliates.

Bryan Rigg is a CFP® practitioner with 20 years of experience in the financial services industry. He is currently with Founders Financial Securities LLC and previously worked at Cantella & Co., Inc. and Investment Advisors Corp. Rigg is involved in several non-investment activities, including owning a publishing house used for lectures, writing, and radio shows, as well as consulting in medical and end-of-life planning. He also serves as a board member for the Fort Worth Christian Financial School Endowment. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of advisors managing approximately $4.1 billion in assets. The firm offers a range of advisory platforms and services, including discretionary and non-discretionary management, financial planning, and specialized consulting such as 1031 exchange advisory.

Bryan Bernard is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Prospera Financial Services since 2002. Bernard is also the owner of Silverthorn Investments, where he provides investment services to individuals, business owners, and corporations. Prospera Financial Services is a multi-team firm serving a diverse client base, including high-net-worth individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services via multiple platforms and customized portfolio management.

Marcus Moore is a CFP® professional with 39 years of industry experience, currently serving as an advisor at Good Life Advisors, LLC since 2021. He has previously worked at LPL Financial and Level Four Advisory Services. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach and multiple analysis methods to offer tailored advice and access to a range of programmatic solutions, educational seminars, and ongoing planning services.

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 career includes roles at firms such as Citigroup, Frost Private Bank, and Wells Fargo. He also operates Pinnacle Wealth Strategies, a financial planning and guidance service. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment plans deployed through various managed accounts and portfolios, utilizing fundamental, technical, and cyclical investment analyses.

Brian Tillotson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Good Life Advisors, LLC since 2021 and has been associated with LPL Financial since 2014, including a prior role at Level Four Advisory Services. He is also 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, and trusts. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight through a mixture of in-house strategies and third-party platforms.

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 financial advisor with Apollon Wealth Management, LLC, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Sage Advisors LLC and teaching positions at the University of Wyoming and local high schools. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations, offering comprehensive advisory services such as portfolio management, financial planning, and retirement-plan consulting. The firm combines centralized investment strategies with local portfolio decision-making and employs both fundamental and tactical approaches, integrating tax-aware tools and independent sub-managers to support its offerings.

Dmitry Shteynsapir is a financial advisor with Coppell Advisory Solutions LLC in Dallas, TX. He holds a Series 65 designation and has been active in business consulting and commercial lending through his role at Dimfina LLC since 2017. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses a combination of internally developed and independent asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

Michelle Cooley is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 66 credentials and 21 years of industry experience. Her prior roles include positions at LPL Financial and CUNA Mutual Group. She is also a co-host of The James Cooley Show...It’s Your Life LIVE on e360TV and radio. WCG Wealth Advisors, LLC provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm uses a tailored investment process that incorporates multiple analytical approaches and offers both direct management and access to third-party programs.

Justin Wooley is a financial advisor with Western Wealth Management LLC in Fort Worth, TX, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He also provides investment advisory services through Western Wealth Management, an independent registered investment advisor. Western Wealth Management LLC serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and pension plan sponsors. The firm offers comprehensive portfolio management, financial planning, and institutional investment management through a decentralized network of 88 advisors, utilizing multiple advisory programs and a range of investment strategies.

Jason Rasmussen is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Soltis Investment Advisors, LLC since 2020. His prior roles include positions at SlateStone Wealth, LLC and Capital Markets IQ, LLC. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a manager selection process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence across a broad range of investment vehicles.