Michael Younkman is a financial advisor at Ankerstar Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Elevance Healthcare, SmileDirectClub, and Humana. Outside of his advisory role, he serves as a pulpit supply pastor for various Cincinnati-based churches. Ankerstar Wealth is a team of six advisors managing approximately $146 million in assets for individual and business clients. The firm offers portfolio management, financial planning, and defined-contribution plan services, utilizing investment strategies that include derivatives and a permissive use of borrowing across diversified asset classes.

Michael Chisum is a financial advisor at Ankerstar Wealth, LLC in Leander, TX, holding a Series 65 credential with four years of industry experience. His background includes roles in education with Austin ISD and Clear Creek ISD, and he has worked at Uber Technologies since 2023. Outside of advising, he is a freelance violinist and a member of the Professional Putters Association, where he competes in tournaments. Ankerstar Wealth provides portfolio management and financial planning services to individuals, including high-net-worth clients, and business entities. The firm manages a diverse range of investments and employs strategies such as derivatives and borrowing within separately managed accounts.

Barbara Traylor Smith is a financial advisor with Foundations Investment Advisors LLC, holding the ChFC® designation and Series 63 and Series 65 licenses, with 19 years of industry experience. She has worked at Foundations Investment Advisors since 2019 and previously held positions at WealthSource Partners, LLC and Avant Garde Advisors LLC. Outside of her advisory role, she is the president and owner of Retirement Outfitters, LLC, an insurance agency. 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 utilizes a combination of fundamental, technical, and cyclical analysis, offering tailored advice through a network of affiliated offices and investment adviser representatives.

William Coffman is a CFP® professional with 32 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. He has been with Geneos since 2003 and has also operated under business names including W David Coffman CPA, CFP, and Coffman Wealth Management. Coffman provides tax accounting and bookkeeping services and serves as a trustee for a family trust. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

Sheila Stowers is a CFP® with 19 years of industry experience, currently serving as a financial advisor at CGN Advisors, LLC since 2012. She holds Series 63, 65, and 66 licenses. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and offers tax-aware investment options, along with educational workshops and pension consulting services.

Michael Kurth is a financial advisor at Financial & Tax Architects, LLC with the PFS™ designation and a Series 65 license. He has one year of industry experience and has held positions at several firms, including Kurth Tax & Planning PLLC, CST Group CPA's and Business Advisors, and Heil Wealth Management. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients nearing or in retirement. The firm offers a range of services including retirement-plan consulting, educational seminars, and proprietary investment strategies focused on market trends and customized allocations.

Garry Dippel is a financial advisor with Geneos Wealth Management, Inc. in Georgetown, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Geneos Wealth Management since 2003 and also engages in officiating and coaching, serving as Director of Growth and Development for Coaches Outreach and as a coach for World Class Coaches. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a multi-strategy investment approach with continuous account monitoring and discretionary trading, providing customizable portfolios and access to third-party money managers.

Ben Meadows is a financial advisor at Arax Advisory Partners with 12 years of industry experience and holds a Series 66 designation. His prior work includes roles at Grace Capital Management, AXA Advisors LLC, and several other firms. Outside of his advisory work, Meadows is involved in a hospitality initiative called Apartment Life, where he assists in welcoming new residents and coordinating community events. Arax Advisory Partners is an SEC-registered, multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, and is notable for its use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

Alyson Huddleston is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. She holds a Series 65 designation and has previously worked in public school districts before joining Foundations in 2022. Outside of her advisory role, she is involved with Retirement Outfitters, focusing on insurance-related activities. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing model portfolios and working with third-party sub-advisers and custodians to tailor advice for its clients.

Stefan Nensala is a CFP® with 20 years of industry experience, currently serving at Wealthcare Advisory Partners LLC since 2022. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined six years. Outside of his advisory role, Nensala is CEO of Wealthy Profits, LLC, a community development organization focused on financial literacy programs for local schools, healthcare workers, and first responders. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based advising approach using proprietary Wealthcare software and behavioral economics, combining passive and active strategies alongside dynamic rebalancing.

Brian Boswell is a CFP® with 17 years of industry experience, currently serving as an advisor at Savvy since 2024. Prior to joining Savvy, he worked for nine years at Oakwell Private Wealth Management. He is also a principal at Frio Canyon Advisors LLC, where he provides fixed life insurance planning for wealth management clients. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm employs an investment approach that integrates index-based cores with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and quantitative tools.

John Parker is a financial advisor at Portfolio Medics, LLC in Georgetown, TX, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Turnary USA, LLC and IOA. Portfolio Medics offers investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm utilizes diversified portfolios combining mutual funds, ETFs, individual securities, and independent managers, employing a variety of analytical and trading strategies aligned with client objectives.

Christopher Cantu is a financial advisor at Kingsview Wealth Management, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years. Outside of his advisory role, he is the owner of SRK Industries, an S-Corp established to receive Kingsview compensation. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies.

Jerry Smith is a financial advisor with Geneos Wealth Management, Inc. He holds a Series 63 designation and has 45 years of industry experience. He has been with Geneos Wealth Management since 2003 and also operates Lifetime Investments. He is an independent insurance agent for fixed insurance products and a limited partner in the Helen Gracy Smith Limited Partnership. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients, including high-net-worth individuals. The firm offers financial planning, portfolio management, and referrals to third-party money managers through a variety of programs, utilizing fundamental, technical, charting, and cyclical analysis in their investment approach.

Scott Everhart is a financial advisor at B.B. Graham & Company, Inc. with 39 years of industry experience. He previously worked at Moloney Securities Asset Management, LLC, Moloney Securities Co., Inc., and RBC Capital Markets. Outside of his advisory role, he serves as a board member for the Crossroads Plaza Condo Association. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm uses fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with regular account monitoring and client reviews.

Kristen Nordeen is a Series 65-licensed financial advisor at Kingsview Wealth Management, LLC with one year of industry experience. Prior to joining Kingsview, she was involved with Veritas Counseling Group, where she serves as owner of an S-Corp related to her compensation structure. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies, including proprietary ETFs and access to alternative investments.

Matthew Shields is a financial advisor at Arax Advisory Partners with 17 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at U.S. Capital Wealth Advisors, Purshe Kaplan Sterling Investments, and The Prudential Insurance Company of America. Outside of advisory work, he is active as an insurance agent. Arax Advisory Partners is a multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of services including financial planning and portfolio management, utilizing internal and external managers, and employs performance-based fee arrangements alongside traditional asset-based fees.

Zachary Langan is a financial advisor with CWM, LLC, holding a Series 66 designation and bringing 12 years of industry experience. He has previously worked at Cetera Advisor Networks and LPL Financial and also serves as a financial advisor at Wise Counsel Wealth Management. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis through model portfolios overseen by an in-house Investment Committee.

Clay Howell is a financial advisor at Integrity Alliance, LLC with 32 years of industry experience. He holds a Series 63 designation and has previously worked at Lion Street Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory role, Howell is an independent insurance agent specializing in life and health insurance planning for individuals and businesses. Integrity Alliance is a large advisor network serving individual and institutional clients, offering portfolio management, financial planning, and access to various investment platforms. The firm operates with a dual registration as both an SEC-registered investment adviser and a broker-dealer, providing a range of advisory and brokerage services to a broad client base.

Melissa Mendez is a financial advisor at NewEdge Advisors with eight years of industry experience. She holds a Series 66 designation and has worked at NewEdge Advisors since 2021, as well as previously at LPL Financial, Sanctuary Wealth, USAA, and Texas Legacy Wealth Management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, retirement consulting, and access to third-party managers, employing multiple program structures and technology tools to support both advisors and clients.