Stewart Scothorn is a financial advisor at Advisor Share Wealth Management, LLC with a Series 65 designation. He has one year of industry experience and has been employed at Advisor Share Wealth Management since 2026. He also has a longstanding role at The Benefit Link, Inc., where he has worked since 2010. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform used by independent advisers, implementing client strategies through third-party sub-advisers and model portfolios.

Cory Allen is a financial advisor at Gibbs Wealth Management, LLC in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has experience dating back to 2019 with roles at Hybrid Financial LLC and Axa Advisors, LLC. Outside of his advisory work, he is also an insurance agent providing customer service and support related to insurance activities. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and model portfolios to guide investment decisions. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions where appropriate.

Brett Kincade is a financial advisor with Ally Invest Advisors, holding a Series 66 designation and 17 years of industry experience. His career includes roles at TD Ameritrade and Central States Claims and Adjustments. Outside of his advisory work, he cohosts The Loyal Sons Podcast, which focuses on Midwestern college sports and humor. Ally Invest Advisors serves a broad retail client base, offering discretionary portfolio management through automated and advisor-led services. The firm uses ETF-based model portfolios grounded in Modern Portfolio Theory, supported by digital processes and performance reporting tools.

Erik Luckstead is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 designation and 14 years of industry experience. His career includes roles at multiple firms, such as Wealth Lock Insurance Services LLC and Wealthstead LLC, where he serves as managing member. Outside of investment advisory, he is owner of an independent insurance agency focused on health, accident, and life benefits, and also provides business and loan consulting through Wealthstead LLC. Virtue Capital Management, LLC is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm employs strategic, tactical, and dynamic investment strategies primarily using mutual funds and ETFs, supported by quantitative models and an investment committee that conducts due diligence on third-party managers.

Darren White is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 designations and 11 years of industry experience. His career includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, and Ally Invest Securities LLC. Outside of his advisory work, he also works in the hospitality industry as a waiter for Main Event Entertainment, Inc. Ally Invest Advisors offers discretionary portfolio management primarily for individual and high-net-worth clients through web-based solutions and virtual interactions. The firm uses ETF-based model portfolios with multiple risk tiers and includes services such as automated investing and advisor-delivered personal advice.

Joy Kirsch is a financial advisor at Merit Financial Advisors with 40 years of industry experience. She holds a Series 63 designation and has worked previously at LPL Financial and Purshe Kaplan Sterling Investments. Outside of advisory roles, she is a limited partner in a partnership that owns a cell phone tower. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach with customizable model portfolios overseen by a central Investment Management team and Investment Committee.

Ben Boyd III is a CFP® with 22 years of industry experience, currently serving at Symphony Financial, Ltd. Co. and LPL Financial since 2024. His prior roles include positions at Charles Schwab, Merrill Lynch, and Bank of America. Outside of financial advising, he is a business owner of Everyday Armor LLC, a company involved in packing and shipping operations. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and multi-family office services. The firm employs a long-term investment approach utilizing mutual funds, ETFs, individual securities, options, and private placements, and offers ERISA 3(21) fiduciary services alongside coordinating comprehensive multi-family office engagements.

Steven Watkins is a CFP® with 28 years of industry experience. He is currently with Coppell Advisory Solutions LLC and previously worked at Merrill and H.D. Vest Advisory Services. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning, using a combination of tailor-made asset allocation models and both fundamental and technical analysis.

Mitchell Zaelit is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc. and TD Ameritrade. He also serves as a digital product director focused on wealth management and robo-advice products. Ally Invest Advisors serves a broad retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated and advisor-led services. The firm employs ETF-based portfolios aligned with Modern Portfolio Theory and delivers investment management at scale through digital and automated processes.

Jason Adams is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior work includes roles at SagePoint Financial, NYLIFE Securities, and New York Life Insurance Company. Outside of advisory services, he is involved as a partner in a shipping and logistics business. Gradient Advisors, LLC provides investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third‑party money managers, employing a largely non‑discretionary model that incorporates multiple analytical approaches to portfolio management.

Brandon Woods is a CFP® with seven years of industry experience, currently serving at Root Financial Partners since 2024. Prior to this, he worked at Buckingham Strategic Wealth, LLC, CWM, LLC, Chessman Wealth Strategies, and Foresters Financial Services. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive allocations using index funds and ETFs, with customized portfolios based on client objectives, risk tolerance, and tax considerations.

W. Fox is a financial advisor at Eversource Wealth Advisors, LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked with Northwestern Mutual Wealth Management Company and affiliated firms for over 15 years. Fox is also an independent insurance agent licensed to sell non-variable insurance products. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, retirement plans, and institutional relationships. The firm offers wealth management, portfolio management, financial planning, and specialized services such as outsourced CIO solutions and private market access.

Colton Shields is a CFP® and holds a Series 66 license with three years of industry experience. He is currently affiliated with Geneos Wealth Management, Inc. and Professional Wealth Management Group. His background includes work at both firms since 2021. Outside of advisory work, he is an independent representative with various insurance carriers for fixed insurance sales. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services with an investment process that includes continuous account monitoring, discretionary trading, and a range of analytic approaches and strategies.

Luke Tolson is a financial advisor at Prospera Financial Services, Inc. with 13 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Tolson provides accounting and business consulting services for DOT Compliance Group. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors, offering investment advisory and financial planning services via multiple platforms and customizable portfolio management options.

Nicholas Yokley is a financial advisor at Signal Advisors Wealth, LLC in Fort Worth, TX, holding a Series 65 designation. He has experience dating back to 2015, including roles at American Senior Benefits and Legacy Retirement Solutions. Outside of advisory work, he is also an insurance agent specializing in the sale of various insurance products. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent RIAs through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

Charles Elhoff Jr. is a CFP® and ChFC® with 52 years of experience in the financial services industry. He is currently affiliated with Great Valley Advisor Group, LLC and has previous experience at Good Life Advisors, LLC, LPL Financial, and Level Four Advisory Services, LLC. Elhoff also serves as a FINRA arbitrator and is a licensed life insurance counselor and agent. 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, financial planning, and retirement-plan consulting, combining in-house strategies with third-party managers and platforms to tailor portfolios to client objectives.

Sherry Echart is a financial advisor with HUB Investment Partners, LLC in Arlington, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior roles include positions at TCG Advisors, LP and National Life Group. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individual investors, institutions, and public entities. The firm combines internally managed model portfolios with customized allocations and employs a range of advisory platforms, serving as a fiduciary for retirement plan and IRA accounts.

Juan Rosas is a financial advisor at Ally Invest Advisors with seven years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Ally Invest Advisors, Rosas worked at TD Ameritrade and Ally Invest Securities. Outside of his advisory role, he owns Rosas Construction, a construction and remodeling business. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm uses ETF-based model portfolios across five risk tiers and offers automated as well as advisor-delivered personal investment advice.

Kyle Blair is a financial advisor with Prospera Financial Services, Inc. in Grapevine, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Charles Schwab & Co., Inc., Mr Cooper, Caliber Home Loans, and Quicken Loans. Prospera Financial Services, Inc. is a multi-team adviser and dually registered broker-dealer managing approximately $12.4 billion across about 207 advisors in 140 offices. The firm serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning through various platforms and customizable portfolio strategies.

Erica Rodriguez is a financial advisor at MissionSquare Retirement with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities LLC and JP Morgan Chase Bank NA prior to joining MissionSquare. In addition to her advisory role, she provides notary signing services. MissionSquare Retirement serves state and local government employers, their employees, and select non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services with investment advice developed by Morningstar Investment Management.