Joshua Coughran is a financial advisor with Titan Retirement Advisors LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Titan Retirement Advisors since 2012 and is also involved in real estate brokerage through Coughran Commercial, Inc., which he has managed since 2004. Titan Retirement Advisors serves individuals, high-net-worth clients, corporate retirement-plan sponsors, and trusts, providing portfolio management and a range of retirement-plan services. The firm employs strategic and tactical asset-allocation techniques primarily through ETFs and mutual funds and emphasizes ERISA fiduciary services with a small advisory team managing a large discretionary asset base.

John Pessarra is a financial advisor at Encompass Advisory Services, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Encompass, he worked at Lakewood Capital Management, Inc. for 16 years and has been involved with ZB Products, LP since 2019 as Director of Production and Strategic Sales Manager at Zoombang, a company that produces protective performance undergarments for professional sports leagues. Encompass Advisory Services is a team-based registered investment adviser serving individuals, business entities, retirement plans, trusts, and charitable organizations. The firm provides financial planning, investment and wealth management, and estate-document facilitation, utilizing both discretionary and non-discretionary portfolio management with allocations across mutual funds, ETFs, individual securities, and private placements.

Scott Hansen is a financial advisor with Encompass Advisory Services, LLC in Katy, TX, holding Series 66 and Series 65 credentials and 22 years of industry experience. Prior to joining Encompass in 2022, he was with Allstate Insurance Company for seven years. Hansen is also involved in small business consulting and operates as an independent insurance agent, focusing on life insurance and long-term care products. Encompass Advisory Services is a team-based registered investment adviser serving individuals, businesses, retirement plans, trusts, and charitable organizations. The firm provides financial planning, investment and wealth management, and estate-document facilitation through a third-party platform, with portfolios constructed using mutual funds, ETFs, individual securities, and, when appropriate, private placements.

Courdney Williams is a financial advisor at CreativeOne Wealth, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Noetic Wealth Strategies, Caitlin John Private Wealth Management, and New York Life. Williams also serves as a Wealth Advisor with CPA firms Kirk, Summa & Co and Gold Standard CPA. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a blend of proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

William Heath is a CFP® credentialed financial advisor with 40 years of industry experience. He has been with Advisory Services Network since 2016 and has operated under his own name and through Myco Company since 1980. Outside of his advisory work, he is an independent insurance agent and assists clients with real estate and mortgage transactions through his sole proprietorship, Myco Company. Advisory Services Network serves individuals, families, corporations, and charitable organizations through a network of independent advisers, offering portfolio management, financial planning, and retirement-plan consulting across a range of investment strategies and account types.

Billy Reider Jr. is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Advisory Services Network since 2016. Advisory Services Network is an enterprise firm serving individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Jeffrey Stahl is a financial advisor at Cetera Planning Partners with one year of industry experience. He holds a Series 66 designation and has previously worked at The Retirement Planning Group, LLC, Plains Wealth Management, and Raymond James Financial Services Advisors, Inc. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs tailored to clients’ objectives and risk tolerance, supported by a formal planning process and a range of ancillary services including tax planning and estate strategies.

Joann North is a CFP® with 31 years of experience in financial planning and wealth management. She is currently with Brookwood Investment Group and is the owner of JNorth Financial, LLC, where she focuses on financial planning and wealth management. North also holds a license as an insurance producer, specializing in life, health, and fixed insurance products. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, providing portfolio management and advisory services. The firm customizes portfolios using a mix of passive, active, tactical, and blended strategies and operates a network of partner offices along with several affiliated businesses.

James Latimer Jr. is an Investment Advisor Representative at Siebert AdvisorNXT, LLC. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been associated with Stockcross Financial Services, Inc., Tradestar Investments, Inc., and Fiserv Investor Services, Inc. for over two decades. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based platform incorporating Modern Portfolio Theory and offers access to third-party and independent managers within a wrap-fee structure.

Christopher Conley is a financial advisor at IAMS Wealth Management, LLC, holding a Series 65 designation with one year of industry experience. He also works as an insurance agent with Sterling nfg, focusing on life, health, disability, and long-term care insurance as well as annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm offers discretionary portfolio management and consulting services, employing an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

Jonathan English is a financial advisor with CreativeOne Wealth, LLC, holding Series 65 and Series 66 licenses and 15 years of industry experience. He has previously worked at Corda Investment Management and several other firms before joining CreativeOne Wealth. In addition to his advisory role, he is involved with LUCA Financial, focusing on accounting and tax advisory services. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a variety of investment strategies, including proprietary ETF-based models and third-party managers, supported by a platform that facilitates tailored suitability assessments and regular portfolio rebalancing.

Dante Crosa is a financial advisor at Global View Capital Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Transamerica Financial Advisors and World Financial Group. In addition to his advisory role, he markets and sells life insurance products, including fixed and indexed annuities, as an insurance agent. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative and technical investment approach supported by an in-house research platform and offers a range of managed account options, including a low-cost ETF-only program.

Donald Blake is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. Since 2010, he has been affiliated with Sws Financial Services. Outside of his advisory work, Blake serves as a board member and assistant treasurer for the Harris County Hospital District Foundation, a charitable organization in Houston. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients. The firm offers a range of advisory and brokerage services, utilizing third-party managers and technology platforms to deliver customized investment programs and account management.

Cody Cox is a financial advisor at Geneos Wealth Management, Inc. with 12 years of industry experience. He holds a Series 66 designation and has been associated with Geneos Wealth Management and Cox Global Associates Inc. since 2012. Outside of advisory work, he serves as Vice President and Managing Director of Pin Oak Atrium Building Ltd. and works as a ranch hand for Cox Excalibur Brangus LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services with a range of account management strategies and access to third-party money managers.

Amber Allen is a financial advisor with 16 years of industry experience, currently associated with 49 Financial. She holds Series 63 and Series 66 licenses and has previously worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Amegy Bank, and LPL Financial. Outside of her advisory role, she is the owner of Candid Conversations, where she co-authors a series of books, and is a co-founder of Ate, a hospitality industry app. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and proprietary model portfolios primarily composed of mutual funds and ETFs.

Johnathan Aelmore is a CFP® professional with 16 years of industry experience, currently serving as an advisor at CGN Advisors, LLC since 2019. He previously worked at Mariner Wealth Advisors and Mercer Global Advisors. Outside of his financial advisory role, he owns and operates Raider Ranch, a registered Texas Longhorn cattle breeding business. CGN Advisors provides comprehensive advisory services to individuals, families, businesses, and charitable organizations, employing a long-term, globally diversified investment approach that incorporates Modern Portfolio Theory, core‑plus‑satellite, and active management strategies. The firm emphasizes fiduciary duty, regular portfolio reviews, and may utilize institutional third-party managers.

Bruce De Voogd is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has previously worked at Innovation Partners LLC and Sigma Planning Corporation, among other firms. De Voogd is also the managing member of Old Harbor Financial LLC, an insurance agency offering non-variable insurance products. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm combines traditional investment advisory services with insurance and risk management offerings, often using discretionary authority and third-party investment advisor referrals.

Leon Ren is a financial advisor at Core Planning with a Series 65 designation and two years of industry experience. He has held positions at Rice University as a Financial System Security Analyst and previously worked at XYPN. 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, using a mix of in-house advice, third-party money managers, and model portfolios.

Jonathan Bernstein is a financial advisor at Shelton Capital Management with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Bernstein also serves as Vice President and Director of Sales and Marketing at Stringer Asset Management, a registered investment adviser. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individual investors using a multi-disciplinary approach that includes fundamental, technical, and quantitative analysis, along with ESG screening and data-science tools. The firm manages investment companies, sponsors wrap programs, and actively participates in commodity and derivatives markets.

Thomas Bass Jr. is a financial advisor at OneSeven with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Nexus Investments and Global Asset Management Group. Outside of finance, he is involved with 423 Productions, LLC, a company focused on music event creation, promotion, and artist management. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management, financial planning, and retirement-plan consulting, employing both discretionary and non-discretionary approaches with access to a range of investment vehicles and third-party platforms.