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 at Integrated Advisors Network LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Abundantia Capital Corp., Integrated Advisors Network, and Keystone Capital Corporation. 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 consulting using a risk-profile framework and a mix of fundamental and quantitative investment approaches, often incorporating third-party sub-advisers and managed account solutions.

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.

Richard Borkowski is a financial advisor with Capital Analysts in Crawford, TX, holding Series 63 and Series 65 designations and possessing 23 years of industry experience. He has been with Lincoln Investment since 2012. Outside of his advisory role, he owns Borkowski Financial Services, which focuses on sales, solicitation, and service for fixed insurance products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with a proprietary investment screening process and maintains a close affiliation with Lincoln Investment.

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. with 11 years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed, Inc. for 10 years before joining Prospera in 2025. Prospera Financial Services, Inc. is an enterprise-scale adviser and broker-dealer serving individuals, corporate and charitable entities, and retirement plans through approximately 207 advisors across 140 offices. The firm provides investment advisory and financial planning services using a variety of platforms and models, offering both discretionary and non-discretionary portfolio management.

John Baker is a financial advisor with Simplicity Wealth in Waco, TX, holding a Series 65 credential and six years of industry experience. His background includes roles at FWA Wealth Advisors and multiple insurance-related businesses, including managing property and casualty insurance agencies. Outside of financial services, he owns a hydraulic hose repair business. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional investors. The firm uses a fund-of-funds investment approach leveraging ETFs, mutual funds, and individual securities, and offers model portfolios with ongoing monitoring and rebalancing, alongside technology and operational services for other advisers.

Korbett Roberts is a financial advisor with M Holdings Securities, Inc. based in Waco, TX. He holds a Series 63 designation and has 24 years of industry experience. His prior work includes roles at Erben Associates, LLC and TCS Insurance Agency, Inc. Roberts serves on the board of the Baylor Family Business Institute. M Holdings Securities, Inc. provides advisory and brokerage services to individuals, retirement plans, charitable organizations, corporations, and other business entities through a network of independent member firms. The firm offers a range of investment management and financial planning solutions, combining discretionary and non-discretionary programs with ongoing client monitoring and third-party portfolio management.

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 with Simplicity Wealth, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He previously spent 15 years at Trinity Portfolio Advisors, LLC, and also operates Vogel Financial Group. Outside of advising, he is an independent insurance agent and is involved with Vogel’s Spices, LLC, an online spice business. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm offers advisory services ranging from financial planning to managed accounts and employs a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities, supported by a formal due diligence process for third-party managers.

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 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Lion Street Financial, Cambridge Investment Research, and mass-market firms such as New York Life and MassMutual. Outside of advisory work, he serves as a board member of the Hewitt Chamber of Commerce and consults on tax preparation and independent insurance sales. Integrity Alliance is a large advisor network providing advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning solutions through multiple investment platforms and employs various allocation strategies.

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 financial advisor at &PARTNERS with 32 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining &PARTNERS in 2026, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. Outside of his advisory role, Lewis serves as a college football official for the Southeastern Conference and is an instructor at Baylor University, where he teaches a course on personal finance decisions. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing fundamental, technical, and quantitative analysis across proprietary and third-party strategies, and operates with multiple regulatory registrations uncommon among peers.

Christopher Lewis is a financial advisor at &PARTNERS with 27 years of industry experience. He holds a Series 66 designation and previously worked for Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years before joining &PARTNERS. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing a combination of proprietary models and third-party managers with investment approaches that include fundamental, technical, and quantitative analysis.

Mark Hall is a financial advisor with Eagle Strategies (NY Life) based in Woodway, Texas. He holds the ChFC® and Series 63 designations and has 24 years of industry experience. Prior to joining Eagle Strategies in 2021, he was associated with New York Life Insurance Company and Nylife Securities LLC since 2010, and he operated Hall Financial from 2003 to 2019. Hall is also licensed to sell property and casualty insurance products. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm’s approach includes fee-based advice and co-advisory relationships, with a significant portion of assets managed on a non-discretionary basis.

Andrew Green is a financial advisor with TIAA-CREF in Waco, TX, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He has worked with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to various trusts, estates, partnerships, corporate entities, and small retirement plans. The firm employs a fiduciary standard for its RIA services and offers both model-based and customized portfolio management.