Evan Byrne is a CFP® with 10 years of industry experience, currently advising at Facet Wealth since 2020. He previously worked at Fidelity Brokerage Services, LLC, and Fidelity Investments from 2015 to 2020. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm employs a technology-driven, model-based investment approach focused on ETFs and offers various tax-sensitive strategies alongside comprehensive financial planning services.

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.

Joy Deanda is a financial advisor with Advisory Services Network, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her prior experience includes roles at Charles Schwab & Co., Inc. and Fidelity Brokerage Services, Inc. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers a variety of portfolio management and consulting services, employing diverse investment strategies tailored to clients’ objectives and risk tolerances.

David Beck is a financial advisor with Calton & Associates, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Calton & Associates since 2008. Outside of advising, he serves as secretary for the Southwest Chapter Umpires and works as a football official for junior and high school games in Texas. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations through various program structures, combining discretionary and non-discretionary management options with a range of analytic approaches.

Sean Mccauley is a CFP® professional with 16 years of industry experience currently with RFG Advisory, LLC. His prior roles include positions at Ameriprise Financial Services, Inc., USAA Financial Planning Services, and TD Ameritrade. He is also the owner of Cross Timbers Financial Group, a dually registered advisor firm. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm’s investment approach is primarily discretionary, utilizing model portfolios, third-party platforms, and alternative investment access, and it serves unique client segments including investment companies and municipal entities.

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.

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.

Joseph Lesnick is a financial advisor at BakerAvenue with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Charles Schwab and Scroggins Advisory Strategies. BakerAvenue provides wealth management, financial planning, and family office services primarily to individuals, high-net-worth, and institutional clients. The firm employs various investment strategies that combine tactical allocation, quantitative analysis, and fundamental research, and it offers a broad range of services including tax and estate planning, philanthropy, and concentrated stock management.

William Campbell is a Series 65-licensed financial advisor with 18 years of industry experience. He has worked at IAMS Wealth Management, LLC since 2017 and has held a managerial role at Professional Insurance Elite since 2008, where he oversees accounting and recruiting personnel. Campbell previously owned and managed Clearview Retirement Group, which is currently a dormant entity. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives and risk tolerances, utilizing a range of investment vehicles and model portfolios.

David Richards is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at GIACT Systems, Charles Schwab, and Fidelity Brokerage Services. John Hancock Personal Financial Services provides financial planning and consultative services to a varied client base that includes individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted advice model delivering written financial plans and operates an Emergency Savings program without advisory fees.

David Sandhu is a financial advisor with Eversource Wealth Advisors, LLC, holding a Series 65 designation and eight years of industry experience. His background includes roles at L3 Harris Corporation as a supply chain consultant and multiple positions in real estate, including managing member of Elle Properties, LLC. He also provides non-variable insurance sales as part of his professional activities. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers comprehensive wealth management and advisory services through various investment platforms and maintains a private markets platform alongside turnkey asset management and sub-advisory services.

Scott Stephens is a financial advisor at BakerAvenue with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BakerAvenue since 2009. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, typically under discretionary mandates. The firm employs a multi-strategy investment process that includes fundamental, quantitative, and technical analysis combined with tactical asset allocation.

Walter Virden III is a CFP® with 26 years of industry experience, currently serving as an advisor at Momentum Independent Network Inc. since 2001. He is also a partner at Virden Chapman & Virden CPAs, a CPA firm operating since 1969. Outside of his advisory and accounting roles, he serves on the board of Saint Mark's Church and participates on the finance committee of the Episcopal Diocese of Fort Worth. 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, utilizing third-party managers and a platform model that integrates with Hilltop affiliates for investment management and cash management solutions.

William Fairley is a financial advisor at Western Wealth Management LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2012. Fairley also operates as an insurance agent for MassMutual. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and consulting through a decentralized network of 88 advisors using varied investment strategies and access to multiple advisory programs.

Marc Sloter is a CFP® with over 21 years of industry experience. He is currently with Western Wealth Management LLC, where he has worked since 2019, and has also been affiliated with LPL Financial since 2011. Prior to that, he was associated with FWPAM, LLC and Whitney, Wetzel & Kuether, LLC. 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 provides comprehensive portfolio management, financial planning, and institutional investment services through a decentralized network of advisers, offering access to multiple advisory programs and a broad range of investment strategies.

Jessica Sicking is a CFP® professional with 18 years of industry experience. She is currently with Triad Wealth Partners, LLC and Sullivan Financial Partners, where she also serves as an insurance agent selling fixed insurance and annuities. Her prior experience includes roles at Charles Schwab, TD Ameritrade, and Fidelity Brokerage Services. Triad Wealth Partners serves individual and institutional clients through a network of independent advisers and a turnkey asset management platform, offering a range of portfolio management, financial planning, and consulting services. The firm uses strategic asset allocation and both proprietary and third-party models to deliver diversified investment strategies across multiple asset classes.

Cort Laurence is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 66 designation and 26 years of industry experience. He previously worked at LPL Financial, LLC for 10 years and has been with Strategic Financial Concepts since 2008. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary investment management using model portfolios and third-party managers, and is notable for its integration of insurance-related activities alongside traditional asset management.

Milton Finley is a financial advisor with Momentum Independent Network Inc. in Colleyville, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Momentum Independent Network since 2000. Outside of his advisory role, he assists with administrative and financial tasks at Gribble Springs Baptist Church. Momentum Independent Network Inc. serves individuals, corporate and institutional clients, and retirement plans with investment advisory, portfolio management, financial planning, and brokerage services. The firm integrates broker-dealer operations with banking and municipal advisory capabilities and offers a range of managed account programs and third-party platform access.

Kade Orsburn is a financial advisor at SEIA with a Series 65 credential and four years of industry experience. His prior roles include positions at Solutions 4 Wealth and the Denton County District Attorney's Office. Outside of advising, he manages several non-investment businesses, including Circle KO Holdings, LLC, a consulting company, and interests in mineral rights and property management. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm provides investment management, financial planning, retirement plan consulting, and investment consulting, combining strategic asset allocation with tactical adjustments primarily on a non-discretionary basis.

Gerard Raymond is a financial advisor at Soltis Investment Advisors, LLC with Series 63 and Series 65 credentials and approximately one year of experience in the industry. His prior work includes roles at Charles Schwab and positions outside the financial sector, including at Lululemon and 24 Hour Fitness. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence to select a range of investment vehicles, and it provides ongoing client communications and performance reviews.