Hasan Hoke is a CFP® and ChFC® with 14 years of industry experience. He currently advises at Procyon and previously held roles at New York Life-affiliated firms including NYLIFE Securities and Eagle Strategies. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, and retirement plans. The firm provides investment management, financial planning, and consulting services using customized, fundamentally driven portfolios managed both internally and through third-party managers.

John Shea is a financial advisor with First Advisors National, LLC in Denton, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has operated Shea Wealthcare since 2012. Outside of advising, Shea is an independent insurance agent through TriQuest USA and is involved in a tax referral business in West Palm Beach, FL. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, focusing on investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process emphasizes selecting and monitoring outside money managers and supplementing with individual securities analysis.

Daniel Lancaster is a CFA® charterholder with 11 years of industry experience. He is currently affiliated with Advisors Capital Management, LLC and previously worked at Fisher Investments and Ameriprise Financial Services, Inc. He is also involved with Lancity Enterprises, LLC, doing business as The Wealth Expedition. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution, combining top-down macro analysis with bottom-up security selection across equity, fixed-income, and tactical approaches.

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.

Curtis Ladd is a CFP® certificant with 40 years of industry experience. He is affiliated with Diversify Advisory Services, LLC and has prior experience at DFPG Investments, Inc. and First Financial Center of Dallas, where he is also involved in insurance sales. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management strategies and flexible fee arrangements.

Colton Green is a Series 66-licensed financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He previously worked at Lincoln Investment and Valic Financial Advisors and has a background that includes roles in education and small business operations. Outside of his advisory role, he is involved with RETIRESIMPLY, where he engages in insurance sales and client financial goal meetings. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individual, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a multifaceted investment approach that includes fundamental, technical, and cyclical analysis, as well as model portfolios and uses discretionary and non-discretionary management for clients.

Yanyi Tang is a financial advisor at Van Clemens Wealth Management, LLC with two years of industry experience. Tang holds the Series 66 credential and has prior experience at Equitable Advisors and MCM CPAs. Outside of advisory work, Tang owns an agency focused on commercial insurance and operates an online jewelry sales business. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and risk tolerance and employs a blend of modern portfolio theory with fundamental and technical analysis.

Thomas Rasmussen is a CFP® professional with nine years of industry experience. He is currently with Soltis Investment Advisors, LLC and has previously worked at Mission Wealth Management, Bluesky Wealth Advisors, Community First Bank/HFG Trust, EP Wealth Advisors, NewFocus Financial Group, and Fidelity Brokerage Services. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to a diverse client base, including high-net-worth individuals, institutions, and retirement plans. The firm employs a Modern Portfolio Theory approach combined with quantitative and qualitative analysis, and it emphasizes ongoing client communication through regular performance reviews and market commentary.

Adam Lucart is a Series 66-licensed financial advisor with eight years of industry experience. He currently works at Principal Advised Services in Corinth, TX, and has prior experience at Charles Schwab & Co., Inc. and Fidelity Brokerage Services, LLC. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. As part of the Principal Financial Group family, the firm combines proprietary models and third-party methodologies to deliver advice supported by dedicated governance and supervision teams.

Daniel Hornbaker is a financial advisor at Howard Capital Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Guggenheim Investments for 28 years and Northern Lights Distributors, LLC. Howard Capital Management serves a diverse range of clients, including retail and high-net-worth individuals, trusts, estates, and institutional investors. The firm employs proprietary tactical indicators and model portfolios, mainly using its own mutual funds and ETFs, and provides discretionary portfolio management and related services.

Allie Jones is a financial advisor at Cain, Watters & Associates, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at KPMG LLP for six years. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension or profit-sharing plan trustees and sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and manages donor-advised funds through Schwab Charitable.

Jamie Conlon is a CFP® and ChFC® professional with 11 years of experience in the financial services industry. He has worked at firms including John Hancock, Fidelity & Guaranty, and AIG Capital Services before joining Mutual of Omaha Investor Services, Inc. in 2026. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through Envestnet and uses Pershing as custodian, with advisors recommending model portfolios and serving as client contacts for third-party managers.

Jo Anna Dossman is a financial advisor at Retirement Planners of America with 20 years of industry experience. She holds the Series 66 designation and previously worked at firms including Concourse Financial Group Securities and AIG Capital Services. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program for individuals, high-net-worth clients, and retirement plan participants. The firm employs an "Invest and Protect" approach focusing on capital preservation and tactical rebalancing using model portfolios and discretionary authority.

Guy Jones is a CFP® with 42 years of industry experience, currently serving at BFC PLANNING, Inc. since 2012. He has a long tenure in financial services, including roles at Securities Management & Research, Inc. and American National Insurance dating back to the early 1980s. Outside of advisory work, he is president of G&L Concepts, managing sales representatives and personal insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional clients through approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and sub-advisory services, utilizing various platforms and strategies tailored by individual advisers.

Jordan Roach is a financial advisor with Retirement Planners of America, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at MMWKM Advisors, Black Knight Wealth Management, Eagle Strategies, and New York Life. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants. The firm emphasizes capital preservation and tactical rebalancing through model portfolios, using a quantitatively based market signal while maintaining discretionary trading authority.

Laura Lamar is a financial advisor at Cain, Watters & Associates, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Ernst & Young LLP and Texas Security Bank. Laura also spent several years in full-time education prior to her advisory career. Cain, Watters & Associates, LLC provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, individuals, trustees, and plan sponsors. The firm offers comprehensive financial planning, ERISA plan advisory, pooled trust offerings, and managed account solutions, utilizing both discretionary and non-discretionary strategies supported by affiliated banking and accounting entities.

Lori Clem is a financial advisor at BFC Planning, Inc. with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Berthel Fisher & Company Financial Services, Inc., Williams Financial Group, and Northstar Securities, Inc. Outside of her advisory role, Clem is involved in several business ventures, including operating a pet care center and pet cemetery, serving on the board of the Weatherby Foundation, and participating in property development projects. BFC Planning, Inc. serves a diverse client base including individuals, corporations, trusts, and pension plans through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to various third-party managers, employing a range of investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

Ryan Mcenerney is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Frisco, TX. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Mcenerney has been with The Oak Ridge Financial Services Group since 2014. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both high-net-worth and non-high-net-worth households. The firm offers managed accounts, access to third-party portfolio managers through RBC Capital Markets, and comprehensive or segmented financial plans, with most accounts managed on a non-discretionary basis and custody handled through RBC Clearing & Custody.

Blaine Malcolm is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Merit Financial Advisors in Frisco, TX. His background includes roles at Purshe Kaplan Sterling Investments, Stratos Wealth Partners, Lifestyle Planning Solutions, LPL Financial, and The Botsford Group. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services centered on long-term, diversified portfolios, combining internally managed models with advisor customization and various authority options.