Jonathan Bernstein is a CFP® professional with 16 years of industry experience, currently serving as an advisor at BakerAvenue Asset Management. His prior experience includes roles at Charles Schwab Bank and Fidelity Personal and Workplace Advisors. BakerAvenue Asset Management is a multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm provides discretionary portfolio management along with financial planning, family office services, and specialized strategies that combine quantitative, fundamental, and tactical allocation tools.

Shawn Miles is a financial advisor at RFG Advisory, LLC with a Series 65 designation and 10 years of industry experience. He has worked at United Capital Financial Advisers, LLC since 2016 and joined RFG Advisory in 2026. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, and access to alternative investments through a range of model strategies and third-party platforms.

Lane Richardson is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 63 licenses, and has three years of industry experience. His prior roles include positions at Robinhood Markets, Inc., The Vanguard Group, Inc., and Quotient Wealth Partners LLC. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm utilizes third-party portfolio managers on the Envestnet platform and combines advisory and commission-based services through its affiliation with a banking and credit-union group.

Sergio Nunez is a financial advisor with Ally Invest Advisors and holds a Series 66 designation. He has two years of industry experience, including previous roles at Merrill and various financial institutions. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction. The firm employs model portfolios based on Modern Portfolio Theory and offers both automated investing and Financial Advisor-delivered Personal Advice services.

Justin Brown is a financial advisor at Grimes & Company with three years of industry experience. He holds a Series 65 designation and has previously worked at Mercer Advisors, Capital Investment Advisors, and Genesis Asset Management. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, and government entities. The firm builds customized investment strategies using proprietary research and portfolio-management systems and offers trustee services in addition to acting as a sub-adviser for other investment advisers.

Nathan Ohlinger is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Simon Quick Advisors, LLC with four years of industry experience. Prior to joining Simon Quick in 2025, he worked at The Northern Trust Company for twelve years. Outside of his advisory role, he owns IMAGE Studios, a health and wellness franchise in Coppell, TX, where he serves as property manager during its build-out phase, and is a minority owner of a commercial real estate investment and management firm with limited involvement. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, and tax services. The firm employs a diversified investment approach, including proprietary quantitative analysis and direct due diligence, managing assets across various strategies and acting as a fund sponsor for multiple affiliated and unaffiliated pooled investment vehicles.

Jay Doshi is a financial advisor with Calton & Associates, Inc. in Fort Worth, TX. He holds the Series 66 designation and has been with Calton & Associates since 2026. Outside of his advisory role, he has over two decades of experience working with the City of Fort Worth. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing a variety of analytical approaches and managing accounts through proprietary programs or third-party managers.

James Copeland is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has worked at Advisory Services Network since 2018 and previously held roles at Ameriprise Financial Services, Strategic Advisors, and Fidelity Brokerage Services. Outside of his advisory work, he is an independent insurance agent specializing in annuities and life insurance and serves as president of Copeland Way LLC, a service company for business income, expenses, and taxes. Advisory Services Network is an enterprise firm serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of 208 independent advisers manages approximately $8.6 billion in client assets, offering portfolio management, financial planning, and retirement plan consulting through a variety of investment strategies and implementation options.

Robert Reece is a financial advisor at Principal Advised Services with six years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. His prior experience includes roles at Bank of America, Merrill Lynch, and Wells Fargo. 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. The firm integrates third-party methodologies and proprietary models and benefits from its membership in the Principal Financial Group family, which provides access to affiliated products and services.

Andrew Watts is a CFP® professional based in Dallas, TX, with 22 years of industry experience. He is currently with Avantax Planning Partners, Inc., where he has worked for five years, and has prior experience at various firms affiliated with Cetera since 2025. Avantax Planning Partners, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and businesses through portfolio management, financial planning, and a managed retirement plan platform. The firm operates primarily via a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients as of December 31, 2025.

William Reaves is a financial advisor at BOK Financial Securities, Inc. in Grapevine, TX, with 20 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for TIAA and TIAA-CREF Individual & Institutional Services from 2016 to 2024. BOK Financial Advisors serves a diverse range of clients, including individuals, high-net-worth clients, corporations, institutions, and government entities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with tailored asset allocation strategies.

Daniel Vandergriff is a financial advisor at Northwest Asset Management with 28 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Northwest Asset Management, Vandergriff worked at CS Planning Corp., Noble Private Wealth, Fidelity Personal and Workplace Advisors, and held multiple roles at Fidelity Brokerage Services LLC and Strategic Advisers LLC. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm employs investment strategies based on strategic asset allocation and Modern Portfolio Theory, utilizing diversified ETFs, mutual funds, individual securities, and fixed-income instruments, complemented by fiduciary oversight and a range of financial planning and back-office 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 34 years of industry experience. He has been with Calton & Associates since 2008. Outside of his advisory role, Beck serves as secretary for the Southwest Chapter Umpires (Taso) and works as a football official for junior and high schools in Texas. Calton & Associates is a registered investment adviser, broker-dealer, and insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management, financial planning, and access to third-party money managers, employing multiple analytical approaches and providing a range of fee arrangements.

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.

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.

Anthony Apollaro Jr. is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 66 license and 18 years of industry experience. He has worked at Fusion Investment Advisors LLC since 2012 and held prior roles at Varsity Asset Management LLC, Optimus Capital Advisors LLC, and McKeel Capital Management. Outside of his advisory role, he serves as president of Get In The Box, Inc., overseeing its operations. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, manages discretionary portfolios and provides financial planning services to a diverse client base, including high net worth individuals, pension plans, trusts, and charitable organizations. The firm employs both fundamental and technical analysis within an open-architecture platform to implement tailored investment strategies across a broad range of asset types.

Raymond Lancaster is a financial advisor at Ally Invest Advisors with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TIAA-CREF and New York Life. His other business activities include managing rental properties. Ally Invest Advisors serves a large retail client base with discretionary portfolio management through automated services and advisor-led guidance. The firm uses ETF-based model portfolios grounded in Modern Portfolio Theory and integrates digital tools for rebalancing, performance reporting, and tax-sensitive features.

Brian Fox is a financial advisor with Prospera Financial Services, Inc. in Grapevine, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Merrill, and Edward Jones. Outside of his advisory work, Fox is involved in real estate development and sales through his participation in BG Fox, LLC and Foxhawk, LLC. Prospera Financial Services, Inc. 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 with a variety of management options.