Ather Naqi is a financial advisor at Ally Invest Advisors with nine years of industry experience. He holds a Series 66 license and has worked at several firms, including USAA Investment Services Company and J.P. Morgan Securities. Outside of his advisory role, Naqi umpires cricket games for the Dallas Cricket League and the North Texas Cricket Association. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through largely web-based solutions and virtual interaction. The firm offers ETF-based Robo Portfolios and Financial Advisor-delivered Personal Advice, using model portfolios built on Modern Portfolio Theory and a range of risk tiers.

Raul Rodriguez Jr. is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Compound Planning, Capital Advisors, Robinhood Financial, and J.P. Morgan Securities, as well as service in the U.S. Marine Corps. Signal Advisors Wealth provides investment management and financial planning services to retail and independent registered investment adviser clients. The firm employs a top-down, macro-environmental investment approach focused on tactical asset allocation and sector rotation, managing over $1.3 billion in discretionary assets through a team of ten advisors.

Joseph Lesnick is a financial advisor at BakerAvenue Asset Management with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Charles Schwab and Scroggins Advisory Strategies. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and comprehensive financial planning services, utilizing a range of quantitative, fundamental, and tactical investment strategies.

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.

Everett Franks is a financial advisor at Coppell Advisory Solutions LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at firms including Capital City Financial Partners and Integrated Advisors Network, LLC. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individual and institutional clients. The firm uses an open-architecture platform with internally developed and independent asset allocation models, employing both fundamental and technical analysis to implement tailored investment strategies.

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.

Tracy Coffman is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at Cetera and its affiliates for ten years and currently operates Fusion Capital Management d/b/a Tracy Coffman Financial. Outside of her advisory work, she serves as a director for a business networking organization. Coppell Advisory Solutions LLC serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and corporate clients, providing discretionary portfolio management and financial planning through an open-architecture platform that includes a range of investment options. The firm employs tailored asset allocation models and both fundamental and technical analysis, with ongoing portfolio supervision and rebalancing.

Scott Stephens is a financial advisor at BakerAvenue with 25 years of industry experience. He has held positions at BakerAvenue Asset Management since 2009 and previously worked at Fidelity and Fidelity Personal Trust Company. He holds Series 63 and Series 65 designations. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management, financial planning, family office services, and specialized strategies that combine quantitative, fundamental, and tactical allocation tools.

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.

Jonathan Hancock is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 registrations and six years of industry experience. Prior to joining Ally Invest Advisors, he worked at Audi Dallas, Texas Securities Inc., Dent Squad USA, and Autonation Audi locations. Outside of his advisory role, he supports Ally Bank customers as a Contact Center Representative. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through digital and virtual platforms. The firm employs model portfolios based on Modern Portfolio Theory and offers services including automated investing and financial advisor-delivered personal advice.

Donald Goerner is a CFP® with 22 years of industry experience, currently serving at Coppell Advisory Solutions LLC. He has held roles at Fusion Capital Management since 2017 and Spectrum Advisors, Inc. from 2010 to 2017, with additional experience at Purshe Kaplan Sterling Investments since 2008. Outside of his advisory work, he advocates prepaid legal services as a sole proprietor. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning for individuals, pension plans, trusts, and corporate clients. The firm uses a tailored investment approach combining internally developed and independent asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

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.

Joseph Roop is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Belmont Capital Advisors since 2009 and has held positions at Kalos Capital, Inc. and Dempsey Lord Smith, LLC. Outside of his advisory work, he serves as a deacon at First Presbyterian Church in Belmont, NC. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm employs a tailored investment approach using internally developed asset allocation models combined with fundamental and technical analysis, offering an open-architecture platform that includes a range of investment products.

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.

Titilope Jinadu is a financial advisor at Ally Invest Advisors with four years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JP Morgan Chase for twelve years. Outside of finance, she is the managing member of Joleebel Hair LLC, a business focused on vendor relationships and product testing. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, providing discretionary portfolio management through automated services and advisor-led guidance. The firm employs a Modern Portfolio Theory-based investment process using primarily ETFs across various risk tiers and strategy variants, supported by digital and automated portfolio management tools.

Kade Orsburn is a financial advisor at SEIA with four years of industry experience and holds a Series 65 designation. Prior to joining SEIA, he worked at Solutions 4 Wealth and had roles including at the Denton County District Attorney's Office and Baylor University Football. Outside of financial advising, Orsburn is involved in several non-investment businesses, serving as President and CEO of Circle KO Holdings, LLC, managing Steen Farm Land Management, LLC, and operating The Real KO Consulting. SEIA is a multi-team advisory firm with approximately 142 advisors serving a diverse client base, including individuals, trusts, retirement plans, and institutional entities. The firm uses a structured investment process combining strategic and tactical allocation, offering a range of portfolio management and consulting services with a focus on non-discretionary management.

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.