Scott Stephens is a financial advisor at BakerAvenue with 25 years of industry experience. He has held positions at BakerAvenue Asset Management since 2009 and previously worked at Fidelity and Fidelity Personal Trust Company. He holds Series 63 and Series 65 designations. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management, financial planning, family office services, and specialized strategies that combine quantitative, fundamental, and tactical allocation tools.

Douglas Bryan is a financial advisor at Simplicity Wealth with eight years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including USA Financial Securities and LifePro Asset Management. Outside of his advisory role, he is the owner and director of Insight College & Financial Solutions, where he educates clients on the college admissions and financial aid process and provides related insurance products. He also serves on the Board of Directors for the Children First Counseling Center and is a member of the Grand Prairie Metro Rotary. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional entities, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, with model portfolios that are actively monitored and rebalanced. It also offers technology and operational support to advisers through a private-label asset management platform and a third-party advisory model marketplace.

Walter Virden III is a CFP® with 26 years of industry experience, currently serving as an advisor at Momentum Independent Network Inc. since 2001. He is also a partner at Virden Chapman & Virden CPAs, a CPA firm operating since 1969. Outside of his advisory and accounting roles, he serves on the board of Saint Mark's Church and participates on the finance committee of the Episcopal Diocese of Fort Worth. 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 a platform model that integrates with Hilltop affiliates for investment management and cash management solutions.

William Fairley is a financial advisor at Western Wealth Management LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2012. Fairley also operates as an insurance agent for MassMutual. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and consulting through a decentralized network of 88 advisors using varied investment strategies and access to multiple advisory programs.

Marc Sloter is a CFP® with over 21 years of industry experience. He is currently with Western Wealth Management LLC, where he has worked since 2019, and has also been affiliated with LPL Financial since 2011. Prior to that, he was associated with FWPAM, LLC and Whitney, Wetzel & Kuether, LLC. Western Wealth Management LLC serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and pension plan sponsors. The firm provides comprehensive portfolio management, financial planning, and institutional investment services through a decentralized network of advisers, offering access to multiple advisory programs and a broad range of investment strategies.

Mike Greiner is a financial advisor at Global View Capital Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including World Financial Group and Texas Elite Advisory. Outside of advisory roles, he owns Texas Elite Benefits, where he markets and sells life insurance and annuity products. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research from its affiliate, AdvisorGuide, LLC.

Lesley Pinckard is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Mutual of Omaha Investor Services since 2017 and previously at Wealth Watch Advisors LLC. In addition to her advisory role, she serves in leadership positions in local insurance organizations, including NAIFA Fort Worth and WIFS DFW Chapter. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, delivering managed solutions primarily through platform relationships with Envestnet and Pershing.

Donald Goerner is a CFP® with 22 years of industry experience, currently serving at Coppell Advisory Solutions LLC. He has held roles at Fusion Capital Management since 2017 and Spectrum Advisors, Inc. from 2010 to 2017, with additional experience at Purshe Kaplan Sterling Investments since 2008. Outside of his advisory work, he advocates prepaid legal services as a sole proprietor. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning for individuals, pension plans, trusts, and corporate clients. The firm uses a tailored investment approach combining internally developed and independent asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

James Mathis is a financial advisor with Integrated Advisors Network LLC in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has held roles at Calton & Associates, Inc., First Financial Equity Corp., and Echelon Investment Management. Outside of his advisory work, Mathis serves as an outside consultant for VISAQ / Coleman Research, providing expertise to clients on an as-needed basis. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and related consulting, utilizing a combination of fundamental and quantitative analysis along with access to third-party managers and private funds.

Jessica Sicking is a CFP® professional with 18 years of industry experience. She is currently with Triad Wealth Partners, LLC and Sullivan Financial Partners, where she also serves as an insurance agent selling fixed insurance and annuities. Her prior experience includes roles at Charles Schwab, TD Ameritrade, and Fidelity Brokerage Services. Triad Wealth Partners serves individual and institutional clients through a network of independent advisers and a turnkey asset management platform, offering a range of portfolio management, financial planning, and consulting services. The firm uses strategic asset allocation and both proprietary and third-party models to deliver diversified investment strategies across multiple asset classes.

Cort Laurence is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 66 designation and 26 years of industry experience. He previously worked at LPL Financial, LLC for 10 years and has been with Strategic Financial Concepts since 2008. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary investment management using model portfolios and third-party managers, and is notable for its integration of insurance-related activities alongside traditional asset management.

Joseph Roop is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Belmont Capital Advisors since 2009 and has held positions at Kalos Capital, Inc. and Dempsey Lord Smith, LLC. Outside of his advisory work, he serves as a deacon at First Presbyterian Church in Belmont, NC. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm employs a tailored investment approach using internally developed asset allocation models combined with fundamental and technical analysis, offering an open-architecture platform that includes a range of investment products.

Milton Finley is a financial advisor with Momentum Independent Network Inc. in Colleyville, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Momentum Independent Network since 2000. Outside of his advisory role, he assists with administrative and financial tasks at Gribble Springs Baptist Church. Momentum Independent Network Inc. serves individuals, corporate and institutional clients, and retirement plans with investment advisory, portfolio management, financial planning, and brokerage services. The firm integrates broker-dealer operations with banking and municipal advisory capabilities and offers a range of managed account programs and third-party platform access.

Larry Sanders is a financial advisor at IP Financial Advisory Services LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Innovation Partners LLC and Parsonex Securities. In addition to his advisory roles, Sanders serves as a Sergeant First Class in the U.S. Army Reserve and owns a barber business. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides customized investment solutions and access to third-party advisors, focusing on non-high-net-worth individuals.

Adam Farag is a CFP® affiliated with Forvis Mazars Wealth Advisors, LLC, based in Fort Worth, TX. He joined the firm in 2023 after previous experience at Kohls and as a student at Texas A&M University. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, consulting, and retirement plan services. The firm employs a customized investment approach that integrates active and passive strategies, tax considerations, and diversification, and operates as a subsidiary of a national accounting and professional services firm.

Thomas Clark is a financial advisor at Grimes & Company with 11 years of industry experience. He holds the Series 66 designation and has worked previously at JP Morgan Securities LLC and TD Ameritrade. Outside of his advisory role, Clark serves as President and Pastor at Oak Stone Christian Church. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm uses proprietary research to build customized investment strategies across a variety of securities and also acts as a sub-adviser to other investment advisers.

Scott Frantz is a CFA® charterholder and holds the Series 66 license, with 11 years of industry experience. He currently works at United Capital Financial Advisors and previously held roles at Capital Advisors, Inc., PricewaterhouseCoopers, LLC, and Merrill. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers customized asset allocation strategies and operates a technology platform that supports independent advisors and a broad affiliate network.

Matthew Dorchak is a financial advisor at Cary Street Partners with 13 years of industry experience. He holds a Series 65 designation and previously worked at Keene & Associates, Inc. for 13 years before joining Cary Street Partners in 2025. Outside of his advisory role, he owns and manages rental properties. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, serving specialized institutional niches such as state and municipal government entities and insurance company clients.

Mark Cameron is a financial advisor with Quartz Partners Investment Management in Las Colinas, TX, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. His career includes roles at Merrill, Charles Schwab, and Prudential Equity Group, among others. He is involved with David Dyke Fine Art as a referral source, referring potential buyers to the business. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries, providing model-based investment management through separately managed accounts, model portfolios, a digital investing platform, and advisory services. The firm’s investment approach combines top-down macro analysis and bottom-up stock selection, with ongoing portfolio monitoring and rebalancing by an investment committee.

Jai Doshi is a financial advisor with Calton & Associates, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Calton & Associates since 2006 and previously worked at Choice Investments, Inc. Doshi serves as a director on the board of the Fort Worth Lions Club, a local civic organization. Calton & Associates is a multi-team registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing various investment approaches and overseeing third-party money managers through formal due diligence processes.