Tarik Bakir is a CFP® with nine years of industry experience, currently serving as an advisor at TNT Asset Management, LLC. His background includes prior service in the US Army and earlier roles at TNT Asset Management and OSAIC Services, Inc. He is also a licensed life and health insurance agent. TNT Asset Management advises individuals and various institutional clients, providing portfolio management, financial planning, and pension consulting services. The firm emphasizes long-term investing through tailored model portfolios and utilizes a mix of fundamental, technical, and charting analysis.

Bryan Hasling is a CFP® professional with 11 years of experience in financial advising. He is currently with Modern Financial Planning, where he has worked since 2023. Prior to this, he was with Lodestar Private Asset Management LLC from 2020 to 2023 and JW Harrison Financial Advisors from 2014 to 2020. Bryan holds a minority ownership stake in Lodestar Private Asset Management, which he plans to divest by the end of 2023. Modern Financial Planning provides investment management and comprehensive financial planning primarily to individual clients, including high-net-worth individuals. The firm follows a long-term, passive investment approach based on Modern Portfolio Theory, combining discretionary portfolio management with written financial plans.

Christopher Larochelle is a CFP® with 20 years of industry experience. He is currently affiliated with RIA Wealth Advisors, LLC and has previously worked at Arkadios Capital, RIA Advisors, DFPG Investments, Inc., and Integrated Advisors Network LLC. RIA Wealth Advisors provides discretionary investment management and integrated financial planning primarily to individual and high-net-worth clients. The firm uses a strategic asset allocation approach with passive index and ETF funds as core holdings, adding active managers selectively and maintaining global diversification to manage market risk.

Ethan Kok is a CFP® and Series 65-licensed advisor with five years of industry experience, currently practicing at Sage Wealth Planning. Prior to joining Sage Wealth Planning in 2021, he spent five years at Dow Chemical Company. Outside of his advisory role, he invests personal capital in small multi-unit real estate buildings and assists in property management. Sage Wealth Planning provides discretionary and non-discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and retirement plans. The firm employs primarily passive, risk-based, diversified portfolios with occasional active management and serves clients without a minimum account size requirement.

Michael Troxell is a Series 65 licensed advisor with Modern Financial Planning in Georgetown, TX, where he has worked since 2018. He has seven years of industry experience and previously worked at Wetherby Asset Management. In addition to his advisory role, he operates a separate tax preparation business as a sole proprietor. Modern Financial Planning provides investment management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm uses a long-term, passive investment approach grounded in Modern Portfolio Theory, combining discretionary portfolio management with written financial plans.

John Hickey is a CFP® certificant with one year of experience at Ubequity Wealth Management, LLC. His prior work includes roles in golf club operations and property services. Ubequity Wealth Management serves individuals, charitable organizations, employer plan sponsors, and small businesses, offering discretionary investment management alongside comprehensive financial planning. The firm employs a Modern Portfolio Theory-based approach that blends passive index funds with active manager selections and provides specialized stock-compensation planning for executives.

Scott Goeke is a financial advisor at Growth Horizons Wealth Management LLC in Georgetown, TX. He holds a Series 65 designation and joined the firm in 2026. Prior to entering the financial services industry, his work experience includes roles at Samsung Electronics America, Amazon, and Microsoft. Growth Horizons Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a client-specific investment approach that combines asset allocation, passive and active strategies, and third-party models with tax-aware rebalancing.

Kevin Davis is a financial advisor with Davis & Wehrle, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Davis & Wehrle since 2006. Davis & Wehrle provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages accounts on a discretionary basis using fundamental and technical analysis and offers a bundled wrap fee program that combines investment advice, trade execution, and custody services.

Jack Boyd is a financial advisor at Boyd Financial Strategies, Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience at TJX Companies and Boyd Marine Service. Outside of his advisory role, he is involved in insurance sales and service, assisting clients with fixed rate annuity products. Boyd Financial Strategies, Inc. serves individuals, couples, and related trusts, typically with assets ranging from $500,000 to $20 million. The firm provides comprehensive financial planning and investment management using a risk-conscious, top-down approach that integrates fundamental, technical, and charting analysis.

John Rowden is a financial advisor at Forthright Capital with three years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Forthright Capital, he worked at Equis Financial and Verity Asset Management among other firms. Outside of investment advising, he acts as an independent agent soliciting life insurance and annuity business. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets and serves individuals, retirement plans, corporations, and charitable organizations. The firm primarily employs passive investment management using model portfolios and also utilizes outside managers when appropriate, with regular portfolio reviews conducted quarterly.

Matthew Wells is a financial advisor with Greenbelt Investment Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. He has been with Greenbelt since 2010. Wells also conducts insurance business, including life insurance, dedicating less than 5% of his time to these activities. Greenbelt Investment Advisors primarily serves individual and high-net-worth clients, as well as small businesses and pension/profit-sharing plans, offering asset management, financial planning, and retirement-plan advisory services. The firm operates mainly on a non-discretionary basis, utilizing a variety of analytical approaches and acting as a wrap-fee program sponsor.

Justin Saffle is a financial advisor with REAP Financial Group, LLC in Georgetown, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank before joining REAP Group in 2019. Outside of advisory work, Saffle is also an insurance agent involved in life insurance and fixed annuity sales through Reap Insurance Group, LLC. REAP Financial Group provides investment management, financial planning, and consulting primarily to individuals, high-net-worth clients, and trusts. The firm manages discretionary assets using model portfolios implemented via selected sub-advisors while also offering comprehensive planning and educational resources to support client decision-making.

Homer Parsegian is a financial advisor at Greenbelt Investment Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Greenbelt since 2010. Greenbelt Investment Advisors is an SEC-registered firm that serves individual and high-net-worth clients, small businesses, and pension/profit-sharing plans. The firm primarily operates on a non-discretionary basis, providing asset management, financial planning, and retirement-plan advisory services.

Donald Hurwitz is a financial advisor at Greenbelt Investment Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Greenbelt since 2010. Outside of his advisory work, he lectures at Texas State University. Greenbelt Investment Advisors serves primarily individual and high-net-worth clients, as well as small businesses and pension/profit-sharing plans. The firm provides ongoing asset management, financial planning, and retirement-plan advisory services, operating mainly on a non-discretionary basis.

Kyle Patterson is a financial advisor with Revisor Wealth Management LLC in Georgetown, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Revisor Wealth Management since 2019 and previously at Independence Capital Co. and Northcoast Research. Outside of his advisory role, he is also an insurance agent specializing in fixed life, annuity, health, disability, and long-term care insurance. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and other financial professionals. The firm constructs customized portfolios using stocks, bonds, mutual funds, and ETFs with a primarily long-term orientation, and offers alternative strategies such as cryptocurrency allocations and options trading for eligible clients.

Hannah Heerlein is a Series 65-licensed financial advisor with REAP Financial Group, LLC, based in Georgetown, TX. She has 16 years of industry experience, including over 19 years affiliated with firms within the REAP network since 2007. Outside of her advisory role, she is involved in insurance sales as an agent with Reap Insurance Group and serves as a director for Marigold Incorporated Cell, Inc., a captive insurance company. She also participates in education and research related to solar and renewable energy through Reap Solara Ventures, LLC. REAP Financial Group provides investment management, financial planning, and consulting services primarily to individuals, high-net-worth individuals, and trusts. The firm manages approximately $648 million in discretionary assets, utilizing model portfolios implemented through sub-advisors while offering comprehensive financial planning and retirement education.

Andrew Northcutt is a financial advisor at PracticeCFO Investments with one year of industry experience. He holds a Series 65 credential and previously worked at Cognizant, Vrbo, and Dell-Round Rock. PracticeCFO Investments serves individuals, high-net-worth clients, retirement plans, trusts, and other institutional accounts by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term, Modern Portfolio Theory-based approach using primarily low-cost ETFs and combines passive core exposure with tactical asset allocation.

Christopher Danner is a financial advisor at Convergence Financial with 16 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, Good Life Advisors, Kestra Advisory, and NFP Advisor Services. Outside of his advisory work, he serves as a volunteer firefighter. Convergence Financial provides investment advisory and comprehensive financial planning to individuals, families, and institutional clients. The firm employs a strategic asset allocation approach and fundamental analysis to create tailored portfolios, offering discretionary and non-discretionary asset management alongside fiduciary retirement plan services.

Terry Ellis is a financial advisor with Greenbelt Investment Advisors, LLC in Round Rock, TX. He holds Series 63, 65, and 66 licenses and has 25 years of industry experience. His prior work includes roles at Evolve Securities, Inc. and AFS Investment Advisors, Inc., where he has worked since 2008. Greenbelt Investment Advisors is an SEC-registered firm that serves individual and high-net-worth clients, small businesses, and pension/profit-sharing plans. The firm provides asset management, financial planning, and retirement-plan advisory services, predominantly on a non-discretionary basis.

Leah Newman is a financial advisor at REAP Financial Group, LLC with 10 years of industry experience. She holds a Series 65 credential and has previously worked at Allied Wealth Management and REAP Group, LLC. In addition to her advisory role, she is an insurance agent involved in life insurance sales and fixed annuities through Reap Insurance Group, LLC. REAP Financial Group, LLC provides investment management, financial planning, and consulting services primarily to individuals, high-net-worth individuals, and trusts. The firm manages approximately $648 million in discretionary client assets and utilizes model portfolios implemented by selected sub-advisors while maintaining oversight and reallocation responsibilities.