Zachary Butler is a financial advisor at Signal Securities, Inc. with 20 years of industry experience. He has been with Signal Securities since 2007 and holds the Series 65 and Series 63 licenses. Butler is also the owner of Butler Investment Group, which offers insurance products to clients. Signal Securities provides advisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and a consultative process, delivering advice primarily on a non-discretionary basis using model portfolios and customized allocations.

Katherine Neill is a financial advisor at D.H. Hill Advisors, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity and Aragon Asset Management. Neill also operates a business solutions and marketing consulting company, Only Chin LLC, and is involved in insurance sales and service as a sole proprietor. D.H. Hill Advisors provides comprehensive wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, and trusts, offering investment management, retirement-plan consulting, and access to alternative investments and insurance-related advice. The firm utilizes a combination of tactical asset allocation, quantitative and technical analysis, and tax-aware strategies across both firm-managed and advisor-managed portfolios.

Sabrina Baker is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 63 licenses and four years of industry experience. Her career has been primarily with Navy Federal entities, including roles at Navy Federal Credit Union and Navy Federal Brokerage Services. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm uses third-party portfolio managers and offers services including model-driven asset allocation, unified managed accounts, and a Private Wealth Consulting program for clients with $1,000,000 or more.

Ethan Woods is a financial advisor at Soltis Investment Advisors, LLC with seven years of industry experience. He has held prior roles at Wells Fargo Clearing, Fisher Investments, Purshe Kaplan Sterling Investments, 49 Financial, and Axa Advisors. Soltis Investment Advisors offers discretionary investment management, financial planning, and pension/401(k) consulting services to individuals, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in assets and employs a Modern Portfolio Theory-based investment process incorporating quantitative screening and qualitative manager due diligence.

Scott Heinila is a financial advisor with Axxcess Wealth Management, LLC, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His prior roles include positions at Center Street Securities, Retirement Investment Advisors Inc., and Western International Securities. He also serves as President of Prism Wealth Preservation and Insurance Solutions, LLC, and is a board member of Meals on Wheels Orange County. Axxcess Wealth Management provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, trusts, businesses, and governmental entities. The firm’s investment approach focuses on customized multi-asset portfolios using a range of internally managed and third-party investment options, supported by a formal platform for advisor collaboration and performance oversight.

Barry Richey is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Madison Avenue Securities since 2019 and previously spent 16 years with USA Financial Securities Corporation. Richey is also president and director of Win Financial Group, Inc., where he assists clients with income and estate planning through life insurance, long-term care, and annuity products. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Nicholas Yokley is a financial advisor at Signal Advisors Wealth, LLC in Fort Worth, TX, holding a Series 65 designation. He has experience dating back to 2015, including roles at American Senior Benefits and Legacy Retirement Solutions. Outside of advisory work, he is also an insurance agent specializing in the sale of various insurance products. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent RIAs through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

Victor Sanchez is a financial advisor at Verity Asset Management with one year of industry experience. He holds a Series 65 designation and previously worked for Albuquerque Public Schools for 16 years. Outside of his advisory role, he is involved with a nonprofit organization, Behind The Flag, Inc., where he serves as a board member and helps organize training and fundraising events. Verity Asset Management is an SEC-registered firm providing discretionary portfolio management, retirement-plan advisory, and financial planning services to individual, corporate, and institutional clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party manager models.

Charles Love is a financial advisor at Financial Gravity Family Office Services, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Sterling Hawthorne Wealth Management LLC, Sterling Hawthorne Group LLC, and Love Myles Group LLC. Outside of his advisory role, he is also engaged in insurance-related activities as an independent agent for Financial Gravity Enhanced Markets, LLC. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and frequently incorporates third-party sub-advisors and model portfolios in its investment approach.

Robert Luman is a financial advisor at Signal Advisors Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Legacy Retirement Solutions, where he is also co-founder and an insurance agent. Outside of his advisory role, Luman serves as a pastor at Friendship Baptist Church, providing sermons, teaching, and spiritual counseling. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm utilizes a primarily top-down, tactical asset allocation approach and supports a large number of retail accounts through its platform, handling trading, rebalancing, and administrative functions under limited discretionary authority.

Anthony Palasota II is a CFP® professional with 28 years of industry experience. He is currently affiliated with Advisory Services Network and Fidelity, where he has worked since 1997 in various capacities including brokerage and personal advisory services. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing diverse investment strategies tailored to clients’ objectives and risk tolerances.

Evan Byrne is a CFP® with 10 years of industry experience, currently advising at Facet since 2020. He previously worked at Fidelity Brokerage Services and Fidelity Investments from 2015 to 2020. Facet serves individual members across a broad range of wealth levels by offering tiered, subscription-based financial planning and implementation services. The firm delivers holistic financial planning through a Total Financial Life Resources framework and utilizes discretionary asset-allocation programs primarily using ETFs.

Coltin Davis is a financial advisor with Soltis Investment Advisors, LLC, holding a Series 66 license and three years of industry experience. His prior roles include positions at Ausdal Financial Partners, Inc and CFO4Life, and he is also the owner and managing partner of TXFP Consulting, a dormant business. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a manager selection process that integrates Modern Portfolio Theory with quantitative and qualitative analysis, overseeing a diverse range of investment vehicles.

Raul Rodriguez Jr. is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Compound Planning, Capital Advisors, Robinhood Financial, and J.P. Morgan Securities, as well as service in the U.S. Marine Corps. Signal Advisors Wealth provides investment management and financial planning services to retail and independent registered investment adviser clients. The firm employs a top-down, macro-environmental investment approach focused on tactical asset allocation and sector rotation, managing over $1.3 billion in discretionary assets through a team of ten advisors.

David Richards is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at GIACT Systems, Charles Schwab, and Fidelity Brokerage Services. John Hancock Personal Financial Services provides financial planning and consultative services to a varied client base that includes individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted advice model delivering written financial plans and operates an Emergency Savings program without advisory fees.

David Sandhu is a financial advisor with Eversource Wealth Advisors, LLC in Fort Worth, TX, holding a Series 65 credential and seven years of industry experience. His prior roles include positions at Wise Wealth, LLC, Lockheed Martin, and Space Exploration Technologies. Outside of advising, he is the managing member of Elle Properties, LLC, a real estate business. Eversource Wealth Advisors serves individual and institutional clients through a national network of investment advisor representatives, offering wealth management, financial planning, and investment advisory services. The firm utilizes multiple investment programs and conducts operational and investment due diligence, including private market funds and values-based strategies.

Christopher Mccarley is a financial advisor with Signal Advisors Wealth, LLC in Fort Worth, TX. He holds a Series 65 designation and has experience working in financial services and related fields since 2000, including roles at Revchain Solutions and That Chris Lee LLC, where he is involved in insurance and financial business as well as speaking engagements and AI application consulting. He is also licensed as an insurance agent, dedicating a significant portion of his time to insurance sales. Signal Advisors Wealth provides investment management and financial planning services to individual, high-net-worth, family, and business clients. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, offering discretionary model portfolios and third-party manager strategies.

Omar Esparza is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with VOYA Financial Advisors since 2014. VOYA Financial Advisors, Inc. serves a broad range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, with a focus on recommendation-based, non-discretionary client relationships.

Heath Dowell is a CFP® with 12 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc and Charles Schwab & Co., Inc, having joined in 2025. His prior experience includes roles at The Vanguard Group and TD Ameritrade. Dowell also maintains an inactive LLC from a previous business opportunity. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within Schwab, with a distinct fee structure and does not exercise discretionary trading authority for its clients.

Joshua Dietz is a financial advisor with Schwab Wealth Advisory and holds a Series 65 designation. He has prior experience with Texas Capital Bank Private Wealth Advisors, New York Life, and Dietz Law Firm, PLLC. Outside of his advisory role, he is the owner and president of ECO Group, LLC, a company that receives overriding royalty interests from oil and gas production. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset types while leaving final trading decisions to clients.