Drew Springer Jr. is a financial advisor with Advisory Services Network holding a Series 66 designation and five years of industry experience. He previously served in the Texas House of Representatives from 2013 to 2021 and in the Texas Senate beginning in 2021. Outside of advisory work, he is involved in government affairs consulting through his firm Springer Strategies, LLC, and also works in business development for McVean Trading & Investment, Inc., which manages agriculture commodity futures. Advisory Services Network supports individuals, families, corporations, and charitable organizations through a network of 208 independent advisors, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies and account management options tailored to client objectives.

Lynn Gill is a financial advisor with Western Wealth Management LLC in Aledo, TX, holding Series 63, Series 65, and Series 66 licenses and bringing 23 years of industry experience. Lynn’s career includes roles at Wells Fargo Clearing and Wells Fargo Bank NA prior to joining Western Wealth Management and LPL Financial in 2021. Western Wealth Management serves a diverse client base, including individuals, corporations, retirement plans, and institutional clients, offering comprehensive portfolio management and financial planning. The firm operates as a decentralized network of advisors who utilize a combination of proprietary and third-party investment strategies, with a focus on flexible investment implementation and annual account reviews.

Cindy Tamborello is a financial advisor at Prospera Financial Services, Inc. with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has held positions at firms including Edward Jones, Wells Fargo Clearing Services, and UBS Financial Services. Outside of her advisory role, she co-owns a rental property business with her husband. Prospera Financial Services 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 various advisory programs and platforms.

Mark Keyser is a financial advisor at Creative Planning with 22 years of industry experience. He has been with Creative Planning since 2016 and holds Series 63 and Series 65 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Richard Spence is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Ameritas in various capacities since 2013 and has additional experience with Wealth Solutions LLC. Outside of finance, he has been involved in horse breeding and training for over two decades and is also active in music performance, recording, and teaching, including volunteering for charitable organizations through music. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services including asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing both proprietary and third-party model portfolios and multiple program platforms.

Steven Zarkivach is a financial advisor with PNC Wealth Management in Weatherford, TX, holding Series 63, 65, and 66 licenses and 28 years of industry experience. His prior work includes roles at BBVA Securities Inc., BBVA Compass Insurance Agency, BBVA Wealth Solutions Inc., and COMPASS Bank between 2013 and 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategy available by invitation. The firm employs algorithm-driven risk assessment and relies on third-party strategists for portfolio implementation and proxy voting.

Harry Goolsby Jr. is a Senior Financial Advisor at Kestra Advisory with 19 years of industry experience. He previously worked at Wells Fargo Advisors from 2016 to 2021 before joining Kestra in 2021. His credentials include the Series 66 designation. Outside of his advisory role, he is a member of The Paluxy Ponderosa, where he participates in general maintenance and manages a coin collection. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and advisor-managed accounts, serving clients such as large institutional investors and sovereign wealth funds.

Eric Vowles is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Fidelity Investments, LPL Financial, and Thrivent Financial. Outside of his advisory work, he has also worked as a Doordash driver. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice programs that utilize proprietary Morningstar Investment Management software for portfolio construction and ongoing oversight. The firm operates at scale with over 212,000 clients and focuses primarily on retirement-related asset allocation and contribution guidance.

Charlotte Hillegas is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She has been with First Command Advisory Services since 2015 and has worked with affiliated entities First Command Financial Planning, Inc. and First Command Insurance Services, Inc. since 2013 and 2005 respectively. Outside of her advisory role, she is the owner of G3 Financial. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors approved managers and model portfolios.

Teresa Palmer is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has worked with multiple firms, including KMS Financial Services and Palmer Nunn Wealth Management, and currently serves as the mayor of Willow Park, TX. United Planners Financial Services is a national wealth-management enterprise serving a broad client base through independent advisors. The firm employs a mix of custodians and third-party managers, with most assets under management held in non-discretionary accounts.

Jeffrey Isom is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Charles Schwab & Co., Inc., First Command Advisory Services, Creative Planning, Securities America Advisors, Inc., and TD Ameritrade. He is based in Weatherford, Texas. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and referred clients by Charles Schwab & Co., providing non-discretionary fiduciary investment advice and financial planning. The firm’s approach is based on proprietary asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Nicole Becker is a financial advisor with GWN Securities Inc. in Weatherford, TX, holding a Series 66 designation and 16 years of industry experience. She has been with GWN Securities since 2013. In addition to her advisory role, she is licensed to sell life insurance, annuities, and long-term care insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs, including traditional asset allocation and legacy market-timing strategies.

Matt Addington is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Farther and previously worked at Constitution Wealth and Worthpointe. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates, using a web and mobile platform alongside in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, executed through proprietary model portfolios and algorithmic rebalancing, employing a range of assets including ETFs, mutual funds, equities, and fixed income.

Seth Mc Carty is a financial advisor at Eagle Strategies (NY Life) with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Eagle Strategies, he held roles at NYLIFE Securities LLC, Wes Young & Associates, and served as a Congressman for the 13th District of Texas. He is also involved as an investor with Money Metals Exchanges through a self-directed IRA. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions across multiple program types and manages a significant majority of its assets on a non-discretionary basis.

Jarrod Nunn is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has 21 years of industry experience, including prior roles at UBS Financial Services and Merrill. He is also involved in managing a personal brand under Palmer Nunn Wealth Management and acts as a non-variable insurance agent. United Planners Financial Services is a national wealth-management enterprise serving a wide range of clients, from individual investors to institutional accounts. The firm features a limited-partnership ownership structure with over 350 advisors and primarily manages assets on a non-discretionary basis.

Randy Cox is a CFP® professional with 32 years of experience in the financial services industry. He is currently with OSAIC and has operated Cox Financial Group since 2011. His prior experience includes nearly three decades at FSC Securities Corporation. Cox also refers clients to Medicare-related resources to assist with Medicare decisions. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, model-based asset allocation, and access to third-party money manager programs.

Trevor Leithner is a financial advisor with LPL Financial in Weatherford, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Commonwealth Financial Network and Leithner Financial Group, as well as experience at Texas A&M University and other enterprises. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Holly Howard is a financial advisor at Edward Jones with six years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2020, she worked at Baylor Scott & White Surgicare and served as an independent distributor in the health and wellness sector at AdvoCare International. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,000 financial advisors.

Jodie Barnes is a financial advisor with LPL Financial in Millsap, Texas, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She worked for Investment Centers of America, Inc. from 1997 to 2017 before joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced operational tools and a broad platform of non-advisory financial services.

Crystal Polovina is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Cetera Investment Services LLC, Regions Bank, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice alongside investment manager and fund searches supported by centralized due diligence and a forward-looking investment approach.