Stephen Harvey is a Series 65-licensed advisor with three years of industry experience. He is currently with The Fiduciary Alliance and previously worked at Lendmire LLC, CX Institutional, and STRATA Trust Company. The Fiduciary Alliance serves individuals, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning services. The firm employs a combination of fundamental, technical, cyclical, and charting analysis, and offers discretionary portfolio management, estate planning support, and business-planning reviews.

Zane Christian is a financial advisor at Kingsview Wealth Management, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Kingsview Asset Management since 2018, with prior experience at Wells Fargo Clearing and WELLS FARGO Advisors. Christian is also a licensed insurance agent and occasionally offers insurance products to clients. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.

Lance Wright is a Series 65-licensed advisor at OneSeven with one year of industry experience. Prior to his current role, he worked in education at St. Paul's Episcopal School and Waco Connally ISD. Outside of advising, he manages a short-term rental property through VRBO, overseeing guest accommodations. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses diversified portfolios including mutual funds, ETFs, and individual securities, combining long-term focused strategies with shorter-term trading when appropriate.

Kenneth Ragsdale is a financial advisor with PFG Advisors, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Equitable Advisors and Axa Advisors, and he currently manages his own investment entity, K Ragsdale Investments LLC. PFG Advisors offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily implementing exposure through index-based ETFs and providing access to multiple third-party platforms.

George Wolfe Jr. is a Series 66 licensed financial advisor with 18 years of industry experience. He is currently with OneSeven and has held roles at Wolfe Wealth Management, LLC, Green & Wolfe Portfolio Management Group, LLC, and Raymond James Financial Services Advisors Inc. Outside of advisory work, he is the CEO of Wolfe Wealth Management, LLC, a support company assisting with administrative functions related to his financial services business. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, with portfolios typically constructed using diversified mutual funds, ETFs, individual securities, and access to alternative investments and private placements when appropriate.

Neal Stanfield is a CFP® with three years of industry experience, currently serving as a financial advisor at Founders Financial Securities LLC. His background includes roles at Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, LLC, and Community Bank & Trust. In addition to his advisory work, he operates TwentyOne5 Wealth Management, providing investment advisory and insurance brokerage services in Waco, TX. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through a network of advisors managing approximately $4.1 billion in assets. The firm offers diverse advisory platforms and services, allowing advisors to tailor investment approaches including discretionary management, model portfolios, and third-party sub-advisors.

Hugh Stout Jr. is a financial advisor with Integrated Advisors Network LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at firms including Coinbase Capital Markets Corp and Next Financial Group, Inc. His current tenure at Integrated Advisors Network and Abundantia Capital Corp spans 10 years. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm provides portfolio management, financial planning, and access to third-party managers using a combination of fundamental and quantitative approaches tailored to client risk profiles.

Lila Wolfe is a financial advisor at OneSeven with two years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., and Green & Wolfe. She has also worked in education, including at the University of North Texas and Midway High School. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach while incorporating internal due diligence and utilizing third-party platforms and independent managers.

Danny Howard is a financial advisor at Core Planning in Waco, TX, holding a Series 65 designation with two years of industry experience. He has worked at Core Planning since 2024 and concurrently serves as a Communications/SCADA Engineer at Brazos Electric Power Cooperative, where he has been employed since 2011. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals, time horizons, and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Wesley Bangs is a financial advisor at Momentum Independent Network Inc. with 17 years of industry experience. He holds the Series 66 designation and has been with Momentum Independent Network since 2012. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing a platform model with third-party managers and integrated services through Envestnet and Hilltop affiliates.

Brian Remson is a CFP® professional with 13 years of experience in the financial services industry. He is currently with CX Institutional, LLC, where he has worked since 2019. His prior experience includes roles at LPL Financial, Raymond James Financial Services, and Ferguson-Davis Wealth Management Group. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform that integrates fundamental, quantitative, and technical analysis across various asset classes.

Travis Carver is a financial advisor at Prospera Financial Services, Inc. in Waco, TX, with 11 years of industry experience. He holds the Series 66 designation and previously worked for Waddell & Reed, Inc. for 10 years before joining Prospera and related firms in 2025. 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, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

John Baker is a financial advisor with Simplicity Wealth in Waco, TX, holding a Series 65 credential and six years of industry experience. His prior roles include positions at FWA Wealth Advisors and various affiliated firms. Outside of his advisory work, he is involved in several non-investment business activities including ownership and management roles in hydraulic hose repair and insurance agencies. Simplicity Wealth serves a wide range of clients, including individual and high-net-worth investors, retirement plans, institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers services such as portfolio management, retirement plan advisory, and a managed account platform for advisers.

Korbett Roberts is a financial advisor with M HOLDINGS SECURITIES, Inc. in Waco, TX, holding a Series 63 designation with 24 years of industry experience. He has been with M Holdings Securities since 2009 and previously worked at Erben Associates, LLC and TCS Insurance Agency, Inc. Roberts serves as a board member of the Baylor Family Business Institute, providing strategic direction and support. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a network of independent firms and financial professionals. The firm offers a wide range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and insurance advisory, supported by portfolio managers and third-party sub-advisors.

Brian Davis is a CFP® certified financial advisor with 27 years of industry experience. He has been with CX Institutional, LLC since 2019 and previously worked at LPL Financial, 9012 Perspective Financial Group, and Raymond James Financial Services. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform that includes wrap and non-wrap program structures and sub-advisory arrangements. The firm’s investment process integrates fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and employs specialized strategy portfolios alongside custom mixes.

Gary Vogel is a financial advisor at Simplicity Wealth with 36 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Trinity Portfolio Advisors, Mass Mutual Investors Services, and Mony Securities Corporation. Outside of advisory work, he is an independent insurance agent and a member of Vogel's Spices, LLC, which sells spices online and to retail stores. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm offers a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, combined with advisory services and technology solutions tailored for advisors.

Rolandus Johnson is a financial advisor with Guardian Life and holds a Series 66 designation. He has nine years of industry experience, including prior roles at New York Life Insurance Company, Eagle Strategies, and BBVA Wealth Solutions. He also brokers insurance products with multiple companies. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and investment advisory programs.

Matthew Boudreaux is a financial advisor with Integrity Alliance, LLC in Waco, TX, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. His prior firms include Lion Street Financial, Cambridge Investment Research, NYLIFE Securities, New York Life Insurance Co., and MassMutual Financial Group. He serves as a board member of the Hewitt Chamber of Commerce. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and multiple program options, with investment advice delivered through advisor-managed discretionary accounts, model portfolios, and third-party sub-advisers.

Francisco Zaragoza is a financial advisor with Empower Advisory Group in Waco, TX, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through a model integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning, serving a large participant base with a higher client-to-advisor ratio than many peers.

Charles Lewis Jr. is a CFP® certificant with 32 years of industry experience. He is currently with &PARTNERS, where he has worked since 2026, following ten years at Wells Fargo Clearing and five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a college football official for the Southeastern Conference and teaches a personal finance course at Baylor University. &PARTNERS serves a broad client base, including individuals, institutions, and high-net-worth clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis through various platforms and supports both discretionary and non-discretionary account management.