Daniel Anderson is a financial advisor at Mutual of Omaha Investor Services, Inc. with 10 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes roles at Mutual of Omaha Advisors, Anderson Family Wealth Management LLC, and Mutual of Omaha Insurance Company. Additionally, he has worked with the Texas Scottish Rite Hospital for Children and is also licensed as an insurance agent specializing in life, health, annuities, major medical, and property and casualty insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account programs. The firm operates through platform relationships with Envestnet and maintains a multidisciplinary structure alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Daniel Kleiner is a financial advisor at Ally Invest Advisors with five years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Corelogic, Ranstad LLC, and Xome prior to joining Ally Invest Advisors. He serves in a dually licensed capacity, supporting both Ally Invest Advisors and Ally Invest Securities. Ally Invest Advisors offers discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm uses model portfolios based on Modern Portfolio Theory and provides services ranging from automated investing to Financial Advisor-delivered Personal Advice.

Amin Kotadia is a financial advisor with Archer Investment Corporation in Hurst, TX, holding a Series 66 designation and 21 years of industry experience. Prior to joining Archer in 2019, he worked at H.D. Vest Advisory Services and related entities from 2004 to 2017. He also operates Amin Kotadia CPA PC, a tax preparation and accounting firm, and manages an independent insurance agency. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers customized portfolio management and model-based strategies, with a focus on diversified allocations across multiple asset classes and regular account reviews.

Gunnar Soland is a financial advisor at Momentum Independent Network Inc. with 32 years of industry experience. He has been with Momentum since 2005 and previously worked at Ameriprise Advisor Services, Inc. and Choreo, LLC. Outside of his advisory role, he serves as a volunteer treasurer for his homeowners association and is a soccer referee with the Texas Association of Sports Officials. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm utilizes both discretionary and non-discretionary structures and integrates broker-dealer operations with banking and municipal advisory services through its affiliation with the Hilltop group.

Tyler Holloway is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones, PM Squared Financial, and LPL Financial prior to joining Arkadios. He is also involved with Stewardship Wealth Management, LLC, an investment-related business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing advisor-managed Crest accounts, a bundled Peak wrap program, third-party money managers, and financial planning. The firm supports discretionary account management with an internal portfolio team and integrates multiple advisory and broker-dealer entities within its operating model.

Richard English is a ChFC® credentialed financial advisor with 27 years of industry experience. He has worked at FourStar Wealth Advisors, LLC since 2023 and previously held positions at Nobles & Richards Inc, LPL Financial, Cetera Wealth Services, LLC, Tower Square Securities, Inc., and Transamerica Financial Advisors. FourStar Wealth Advisors serves a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm uses a combination of fundamental and technical analysis to tailor portfolios across various asset types and provides services including financial planning, investment management, and retirement plan consulting.

John Abney is a financial advisor with Mutual of Omaha Investor Services, Inc. in Irving, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Mutual of Omaha and its affiliated insurance company since 1991. In addition to his advisory role, Abney is an insurance agent offering a range of health and fixed insurance products and serves as president of AP Financial, Inc. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, money manager relationships, managed account programs, and retirement consulting. The firm operates a managed solutions platform with Envestnet and Pershing, supporting a variety of portfolio management options and integrating broker‑dealer and insurance distribution businesses within the Mutual of Omaha group.

Ashley Furlong is a CFP® professional with two years of experience, currently with Forvis Mazars Wealth Advisors, LLC in Fort Worth, TX. Her prior roles include positions at FORVIS Wealth Advisors LLC, Willis Johnson & Associates, and IMG Financial Group. She has also held roles outside the financial industry, including teaching positions at Texas A&M University and North Central Texas College. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, and consulting as part of an integrated service model. The firm emphasizes customized asset allocation and combines active and passive strategies within a disciplined, diversified approach.

Sanden Leavers is a financial advisor at BakerAvenue Asset Management with one year of industry experience. He holds a Series 65 designation and is based in Southlake, Texas. Prior to joining BakerAvenue in 2025, he had a nine-year period without registered advisory roles. BakerAvenue is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm provides discretionary portfolio management, financial planning, family office services, and specialized strategies that combine quantitative, fundamental, and tactical allocation tools.

Matthew Gallagher is a CFP® with 13 years of experience in financial advisory. He is currently with CreativeOne Wealth, LLC and has held roles at Prosperity Wealth Management, Gallagher & Sons Wealth Management, Client One Securities, and Gallagher Financial Group. He also offers fixed insurance products through Prosperity Wealth Management. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors. The firm primarily manages discretionary accounts using a combination of proprietary models and third-party managers, employing strategies that include ETFs, mutual funds, options, and private investments.

Rocky Campbell is a Series 65 licensed advisor with Gibbs Wealth Management, LLC, based in Fort Worth, TX. He has two years of industry experience and previously worked at Hybrid Wealth Management and Hybrid Financial. Gibbs Wealth Management offers discretionary investment advisory services primarily to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists to implement model portfolios. The firm focuses on selecting and monitoring model portfolios rather than managing individual securities or providing standalone financial planning.

Thomas Smith is a financial advisor at Legacy Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Realta Investment Advisors, Inc., Realta Equities, Inc., and Capital Markets IQ. Smith also operates Bering Financial, LLC, a life insurance and fixed annuity sales business. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies including in-house models, sub-advisers, and alternative investments tailored to clients’ objectives and risk tolerances.

Steven Harlass is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Thrivent Investment Management Inc and Thrivent Financial since 2014. Outside of his advisory role, he serves as an elder at Soulthirst Church, a Lutheran church in the Dallas-Fort Worth area, participating in leadership, worship, and community ministry activities. Thrivent Advisor Network provides investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers. The firm typically constructs diversified portfolios using low-cost mutual funds and ETFs while also offering other investment options and continuous account monitoring.

Nicholas Trevino is a financial advisor at Global View Capital Management LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Experior Financial Group. Outside of his advisory role, Trevino is the owner and lead instructor of Trident Sailing Academy, where he provides sailing instruction and manages sales and marketing. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm utilizes a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and operational infrastructure.

Lenny Martinez is a financial advisor at Simplicity Wealth with 12 years of industry experience. He holds a Series 65 designation and has worked at several firms including Brokers International Financial Services and Secure Investment Management. Martinez is also president of Futurenvest Consulting and serves as a workshop presenter on financial wellness for corporate employees. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, as well as additional services such as tax optimization and customized investment screening.

Cody Stansell is a CFP® with seven years of experience in the financial industry. He is currently an advisor with Victory Financial Group and has previously worked at SageSpring Wealth Partners and Waterworth Wealth Advisors. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach rooted in Modern Portfolio Theory and fundamental analysis, offering tailored portfolios with mutual funds and ETFs and providing a range of financial planning and wealth management services.

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.

Steven Anderson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Mutual/United of Omaha Insurance Company since 1996. Anderson has served as president of NAIFA-Dallas and currently holds a volunteer position on its board as the national committee man. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through platform relationships with Envestnet and Pershing, delivering managed solutions and acting as a conduit to third-party money managers.

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.