Lance Wright is a financial advisor at OneSeven with one year of industry experience. He holds a Series 65 designation and previously worked in education at St. Paul's Episcopal School and Waco Connally ISD. Outside of advisory work, he manages a VRBO property, overseeing guest accommodations. OneSeven provides investment advisory services to a variety of clients including individuals, high-net-worth clients, trusts, and businesses. The firm emphasizes a primarily long-term investment approach with diversified portfolios, offering both discretionary and non-discretionary management, and maintains capabilities in retirement-plan consulting through its affiliation with MGO Inc.

George Wolfe Jr. is a financial advisor with OneSeven, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Raymond James Financial Services and UBS Financial Services. He is also the CEO of Wolfe Wealth Management, LLC, a support company assisting with administrative functions for his advisory business. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on long-term investment strategies using diversified portfolios, including mutual funds, ETFs, and individual securities, and offers both discretionary and non-discretionary management options.

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. with 12 years of industry experience. He holds a Series 66 designation and previously worked at Waddell & Reed, Inc. for 10 years. Prospera Financial Services is a multi-team advisory firm with over 270 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.

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 at Guardian Life with nine years of industry experience. He holds the Series 66 designation and has worked at firms including New York Life Insurance Company, Eagle Strategies, and Park Avenue Securities. In addition to his advisory role, he is involved in insurance brokering. Guardian Life’s subsidiary Park Avenue Securities provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning, consulting, and discretionary management solutions, combining proprietary programs with third-party platforms.

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, NYLIFE Securities, New York Life Insurance, and MassMutual Financial Group. Boudreaux serves on the board of the Hewitt Chamber of Commerce and provides tax preparation consulting through Align Financial Solutions. Integrity Alliance, LLC is a large advisory network with over 300 independent representatives managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and retirement plans through a variety of portfolio management and financial planning services, employing multiple investment approaches and offering both advisory and brokerage capabilities.

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.

Nicholas Bowman is a CFP® professional with nine years of experience in financial advising, currently with Integrity Alliance, LLC. Prior to joining Integrity Alliance, he held roles at Lion Street Financial and the Verite Group, LLC. He also serves as a professor of Insurance and Risk Management for the Certified Financial Planning board at John Carroll University and is involved in entrepreneurial ventures focused on applying artificial intelligence in business processes. Integrity Alliance, LLC is a large advisory firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisers managing approximately $5.4 billion in assets. The firm offers portfolio management, financial planning, and a variety of investment programs using a mix of discretionary accounts, model portfolios, and third-party managers.

Christopher Lewis is a Series 66-licensed financial advisor with 27 years of industry experience. He has been with &Partners since 2026 and previously worked ten years at Wells Fargo Clearing and five years at Wells Fargo Advisors LLC. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and ERISA consulting services through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis and features municipal advisory capabilities alongside traditional advisory and brokerage services.

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.