Robert Koerner is a financial advisor with CLG LLC, holding Series 63, 65, and 66 designations and 39 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Cetera Advisor Networks. Koerner also provides insurance advice as an independent insurance agent. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm offers asset management, financial planning, retirement consulting, and insurance solutions, employing a range of analytical methods and investment strategies including derivatives and digital assets.

James Moore is a CFP® professional with 10 years of experience, currently serving as an advisor at Eclectic Associates, Inc. since 2016. He is based in Gunter, TX, and works as part of an 11-advisor team. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser providing discretionary investment management, integrated financial planning, and consulting services to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets and develops tailored Investment Plans that incorporate diversified mutual funds and ETFs, employing Modern Portfolio Theory with long-term holdings and periodic rebalancing.

Mark Harris is a financial advisor at RPR Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including IHT Wealth Management LLC, Personal Financial Group, LPL Financial, and RBC Capital Markets. Outside of his advisory role, he manages a small real estate rental business. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm employs a value-oriented investment approach and integrates accounting services through an affiliated CPA practice.

Aubrey Paganelli is a financial advisor at United Advisors America with 13 years of industry experience. She holds a Series 65 designation and has worked at United Advisors America and its affiliated entities since 2013. In addition to her advisory role, Paganelli is a full-time insurance agent with Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, using a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios. The firm manages approximately $353.7 million in assets and offers both discretionary and non-discretionary portfolio management alongside complimentary financial planning.

David Bennett is a financial advisor with Expand Financial Group, LLC in Celina, Texas, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior experience includes 12 years at G.A. Repple & Company and running his own firm, David Bennett, Inc., for 15 years. Outside of financial advising, he serves as president of Expand Ministry, LLC and is involved in community church consulting and fundraising coaching, as well as serving on the board of the Excel Leadership Network. Expand Financial Group provides asset and portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a variety of analytical approaches to manage portfolios comprised of stocks, bonds, ETFs, mutual funds, and alternative investments, and serves clients on both discretionary and non-discretionary bases.

Stuart Connelly is a financial advisor at Brooklyn FI, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments for 13 years before joining Brooklyn FI. Brooklyn FI serves individual and high-net-worth clients, offering discretionary investment management, retirement-account advice, and subscription-based comprehensive financial planning. The firm emphasizes passive portfolio construction and household-level management while also employing third-party managers and model strategies as appropriate.

Christian Marroquin is a financial advisor with United Advisors America holding a Series 65 designation and has been in the industry for one year. Before joining the firm, he worked at Boeing and Chick-fil-A. United Advisors America serves individual investors, particularly those near retirement, as well as pension and profit-sharing plans, providing investment management and financial planning. The firm applies a Modern Portfolio Theory approach with model portfolios, mutual funds, ETFs, and additional exposure to digital currencies.

Joshua Holden is a financial advisor at Prospera Financial Services, Inc. with 17 years of industry experience. He previously worked at Fisher Investments for eight years and Euro Pacific Capital, Inc. for four years. Holden holds Series 63 and Series 66 credentials. 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, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Richard Havard is a financial advisor with Calton & Associates, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at Gqo Investment Advisors, Dominion Investor Services, INVEST Financial Corp., and Securities America Advisors. Outside of his advisory work, he owns a digital marketing consulting firm focused on SEO and sales automation and serves as an agent for Snug, Inc., assisting with estate planning technology. Calton & Associates is a multi-team registered investment adviser and broker-dealer that serves individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, sponsors wrap fee programs, and recommends third-party money managers using a variety of analytical approaches.

Dagny Young is a financial advisor with Sunbelt Securities, Inc. in Celina, TX, holding Series 63 and Series 65 credentials and 33 years of industry experience. She previously worked at PTX Securities, Inc. from 2018 to 2020. Outside of her advisory role, she is a 50% owner of Castaway Vacations Inc., a travel agency, and also holds ownership interests in business consulting and project management through The Level Edge, Inc., and a member position in The Tropical Toucan LLC. Sunbelt Securities, Inc. serves individual, high-net-worth, and institutional clients through a network of investment adviser representatives who implement a range of portfolio strategies. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers within a multi-team structure.

Ryan Mcclellan is a financial advisor with Earned Wealth Advisors, LLC in Celina, TX. He holds the Series 65 designation and has four years of industry experience. His prior roles include positions at Fisher Investments and Sole Sight. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees. The firm offers comprehensive financial planning, discretionary wealth management, and retirement plan consulting, utilizing independent investment managers and sophisticated portfolio management tools.

Steven Collier is a financial advisor with Independent Wealth Network, Inc., holding Series 65 and Series 63 licenses and bringing eight years of industry experience. He has worked at Independent Wealth Network since 2019 and serves as a firefighter and EMT for the Fort Worth Fire Department. Independent Wealth Network advises individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations, offering wealth management, financial planning, and consulting services. The firm’s investment approach includes developing customized Investment Policy Statements and implementing discretionary portfolio strategies using a combination of third-party managers and proprietary oversight tools.

Connor Rigg is a Series 65-licensed advisor at Independent Wealth Network, Inc. based in Sanger, TX, with no prior industry experience. He has worked as a mechanical engineer specializing in hydraulics at Lockheed Martin since 2018. Outside of his advisory role, Rigg serves as president and owner of Blue Bird Holdings LLC. Independent Wealth Network, Inc. provides wealth management and financial planning services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and utilizes third-party managers and models to oversee approximately $518 million in client assets.

Danny Chapman is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 designations and bringing 43 years of industry experience. His prior work includes tenures at Wells Fargo Advisors Financial Network LLC and Merrill. He has been with Prospera since 2019. 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 multiple advisory programs and platforms.

David Rigg is a Series 66-licensed advisor with Independent Wealth Network, Inc., bringing 10 years of industry experience. He has worked at KFA Financial and Independent Wealth Network since 2018 and holds a long-term role as Chief Pilot Network Operations Center at Southwest Airlines. Outside of financial advising, he teaches leadership courses through Tribe & Trust Leadership. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers tailored investment strategies using fundamental and technical analysis, discretionary portfolio management, and access to third-party managers and model portfolios.

Michael Brandone is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has worked with multiple firms, including GLP Investment Services, LLC and Veritas Independent Partners. Besides advisory roles, Brandone is also an insurance agent specializing in life insurance and annuities and serves as a FINRA arbitrator. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs advanced strategic asset allocation methods and offers supplemental services such as 529 plan assistance and plan-sponsor investment policy reviews.

M F Long II is a financial advisor with Calton & Associates, Inc. in Denton, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with several firms, including VSR Financial Services, Inc. and First Financial Services Group. Outside of his advisory role, he is an agent for LegalShield, offering will and identity theft protection services. Calton & Associates serves individuals, retirement plans, trusts, estates, and business entities with fee-based portfolio management and financial planning, as well as commission-based brokerage and insurance products. The firm employs a range of analytical approaches and offers access to firm-sponsored and third-party managed portfolios.

Bryson Beirne is a financial advisor at Savvy with 10 years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for 11 years. Outside of advising, he is a partner and driver with a ride-sharing service. Savvy provides investment and financial planning services to individuals, trusts, plan sponsors, charitable organizations, and corporations. The firm emphasizes diversified, index-based solutions combined with quantitative models and tax-aware strategies, integrating proprietary and third-party technology with human oversight.

Erik Blankmeyer Sr. is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include 13 years at TD Ameritrade and positions at AE Financial Services, AE Wealth Management, and SMART Wealth. He is the founder and managing partner of Blankmeyer Group, LLC, a management consulting firm, and serves as a board member of the nonprofit Humane Kinect. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers and wrap-fee programs, utilizing a variety of custodians and platform providers.

David Durham is a financial advisor with Foundations Investment Advisors LLC in Denton, TX, holding a Series 65 designation and two years of industry experience. Prior to joining Foundations, he worked at Stander Financial and held various roles in technology and real estate firms from 2016 to 2024. He is also involved in managing client investment accounts and insurance sales through Stander Financial. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, offering tailored advice through model portfolios and employs third-party sub-advisers and custodians.