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.

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.

Travis Carver is a financial advisor at Prospera Financial Services, Inc. in Waco, TX, with 11 years of industry experience. He holds the Series 66 designation and previously worked for Waddell & Reed, Inc. for 10 years before joining Prospera and related firms in 2025. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple 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.

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 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 65 and Series 63 licenses and possessing nine years of industry experience. His prior firms include Lion Street Financial, Cambridge Investment Research, NYLIFE Securities, New York Life Insurance Co., and MassMutual Financial Group. He serves as a board member of the Hewitt Chamber of Commerce. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and multiple program options, with investment advice delivered through advisor-managed discretionary accounts, model portfolios, and third-party sub-advisers.

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® certificant with nine years of industry experience, currently affiliated with Integrity Alliance, LLC. His prior roles include several years with Lion Street Advisors and Lion Street Financial, as well as Verite Group, LLC. Outside of his advisory work, he serves as a professor of Insurance and Risk Management at John Carroll University and is active in technology and sales leadership through co-founding XCELA, Inc., which integrates artificial intelligence into business processes. Integrity Alliance, LLC is a large advisory network with more than 300 independent representatives managing approximately $5.4 billion in client assets. The firm offers comprehensive services including portfolio management, financial planning, and third-party manager referrals, serving individual investors, corporations, and qualified retirement plans with a variety of discretionary and non-discretionary investment approaches.

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.

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.

Liza Firmin is a financial advisor with Kestra Advisory in Woodway, TX, holding the CFP® designation and a Series 66 license. She has 13 years of industry experience, including prior roles at Wayne Christian Financial Services and Calderwood Financial Strategies. Firmin serves on the board of Bears for Leadership Reform and is involved in several nonprofit and fundraising activities, including chairing the Saint Paul's Promise Fund. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a wide range of clients, including large institutional investors and sovereign wealth funds.

Denis Comer is a financial advisor at Empower Advisory Group in Waco, TX. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Empower, he was self-employed for three years and worked at HEB Grocery for 18 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Eric Stiba is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Lion Street Advisors and Woodbury Financial Services, among others. Outside of his advisory role, he is a business owner involved in recruiting life insurance and investment advisors and has ownership interests in networks of life insurance professionals. Integrity Alliance is a large advisory network serving individual investors, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party managers, delivering investment advice through various discretionary and non-discretionary strategies.