James Copeland is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has worked at Advisory Services Network since 2018 and previously held roles at Ameriprise Financial Services, Strategic Advisors, and Fidelity Brokerage Services. Outside of his advisory work, he is an independent insurance agent specializing in annuities and life insurance and serves as president of Copeland Way LLC, a service company for business income, expenses, and taxes. Advisory Services Network is an enterprise firm serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of 208 independent advisers manages approximately $8.6 billion in client assets, offering portfolio management, financial planning, and retirement plan consulting through a variety of investment strategies and implementation options.

Robert Reece is a financial advisor at Principal Advised Services with six years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. His prior experience includes roles at Bank of America, Merrill Lynch, and Wells Fargo. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies and proprietary models and benefits from its membership in the Principal Financial Group family, which provides access to affiliated products and services.

Michael Arnold is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 credential with 29 years of industry experience. He previously worked at Merrill Lynch for 18 years before joining Prospera Financial Services in 2015. Outside of his advisory role, Arnold serves as a board member for the Lea County Planning and Zoning Board and volunteers with the Lea County Sheriffs Posse. Prospera Financial Services is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Katherine Whittelsey is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX, holding Series 66 and Series 63 designations with four years of industry experience. Prior to joining Quotient Wealth Partners in 2026, she worked at Fidelity Investments for four years and held positions at First National Bank of Omaha and Nine Mile Health, among others. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management tailored to client risk profiles. The firm employs diversified, factor-tilted portfolios using ETFs, mutual funds, individual securities, and third-party managers, supported by operational and investment relationships that enhance its service capabilities.

Richard Fennema is a CFP® professional with 31 years of industry experience. He has worked at Prospera Financial Services, Inc. since 2014 and previously held roles at Wells Fargo Advisors, Morgan Stanley, and UBS Financial Services. Outside of his advisory work, he serves on the board of a homeowners' association and is part owner of a car rental business through Turo. 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, and charitable organizations, offering financial planning and portfolio management through multiple advisory programs and platforms.

Jared Davis is a financial advisor at Quotient Wealth Partners, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Goldman Sachs Personal Financial Management. Outside of his advisory role, he is a passive limited partner in commercial real estate investments through Richmond Product Partners LLC. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm provides financial planning, consulting, and wealth and investment management services, using diversified, factor-tilted portfolios and tax-aware strategies tailored to client risk profiles.

Marcus Walker is a financial advisor with Fifth Third Wealth Advisors LLC in Dallas, TX. He holds the CFP® and ChFC® designations and has 20 years of industry experience. His prior roles include positions at Truist and BB&T. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and access to separately managed accounts for a diverse client base, including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis using a combination of in-house and third-party strategies.

Daniel Vandergriff is a financial advisor at Northwest Asset Management with 28 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Northwest Asset Management, Vandergriff worked at CS Planning Corp., Noble Private Wealth, Fidelity Personal and Workplace Advisors, and held multiple roles at Fidelity Brokerage Services LLC and Strategic Advisers LLC. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm employs investment strategies based on strategic asset allocation and Modern Portfolio Theory, utilizing diversified ETFs, mutual funds, individual securities, and fixed-income instruments, complemented by fiduciary oversight and a range of financial planning and back-office services.

Larry Jackson is a financial advisor at Quotient Wealth Partners, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Goldman Sachs Personal Financial Management, Mercer Allied Company, and Cetera Advisor Networks. Jackson is based in Dallas, TX. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management services. The firm tailors investment programs to client risk profiles using diversified, factor-tilted allocations and employs technology for managing held-away accounts.

Terrence Fergen is a financial advisor at BFC PLANNING, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BFC PLANNING since 2016. Prior to that, he worked at Berthel Fisher & Company Financial Services, Inc. starting in 2012. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory and third-party management programs, with strategies that typically include stocks, bonds, mutual funds, and ETFs.

Jordan Stefanov is a financial advisor at United Capital Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Girard Securities and Farther Financial Advisors. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by proprietary technology and access to third-party managers.

Matthew Bennett is a CFP® with 13 years of industry experience, currently advising clients at Quotient Wealth Partners, LLC since 2023. Prior to joining Quotient, he spent 11 years with Goldman Sachs Personal Financial Management. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management for a range of client types. The firm employs tailored investment programs using ETFs, mutual funds, individual securities, and third-party managers, emphasizing diversified, factor-tilted allocations and tax-aware strategies.

William Swearingen II is a financial advisor at United Capital Financial Advisors with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Lion Street Financial, Cetera Advisor Networks LLC, and Girard Securities, Inc. Since 2007, he has served as Managing Director at United Capital, focusing on client retention and new client relationships. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management using asset-allocation models, access to third-party managers, customized portfolios including ESG and faith-based options, and client-facing technology and reporting tools.

David Beck is a financial advisor with Calton & Associates, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Calton & Associates since 2008. Outside of his advisory role, Beck serves as secretary for the Southwest Chapter Umpires (Taso) and works as a football official for junior and high schools in Texas. Calton & Associates is a registered investment adviser, broker-dealer, and insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management, financial planning, and access to third-party money managers, employing multiple analytical approaches and providing a range of fee arrangements.

David Stringer is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 41 years of industry experience. He has been with Prospera since 2000 and holds a Series 63 designation. Outside of his advisory work, he owns PSE Wealth Management and Prospera Life & Annuity, Inc., providing financial planning and insurance services. Prospera Financial Services is a multi-team 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 a range of financial planning and portfolio management services through both proprietary and third-party platforms.

Walter Virden IV is a financial advisor at Momentum Independent Network Inc. with 25 years of industry experience. He holds a Series 66 designation and has worked at SWS Financial Services since 2001. Outside of advisory work, he is a partner at the CPA firm Virden Chapman & Virden PLLC and serves on the boards of St. John's Foundation and the Harry Male Youth Foundation. 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 and utilizes a platform model with third-party managers and integrated municipal bond strategies sponsored by affiliated entities.

Tai Newman is a financial advisor at Wedbush Securities Inc. with one year of industry experience. He holds a Series 66 designation and is based in Dallas, TX. His background includes roles at Defender Outdoors and a significant period in full-time education. Wedbush Securities serves individual, high-net-worth, and institutional clients by offering investment advisory and broker-dealer services across multiple asset classes and account types. The firm’s offerings include wealth management, capital markets, and research, with portfolio management tailored to client objectives.

Matthew Greer is a CFP® with 16 years of experience in financial advising. He is currently with The Mather Group, LLC, where he has worked since 2022. His prior roles include positions at Schwab Private Client Investment Advisory, Charles Schwab and Co., Inc., Charles Schwab Bank, SSB, and USAA Financial Advisors Inc. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and customization options such as direct indexing and ESG portfolios.

Jacob Montemayor is a CFP® professional with 11 years of industry experience, currently with Empirical Wealth Management in Fort Worth, TX. His prior roles include positions at The Vanguard Group and Charles Schwab. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, and institutional investors, offering a range of investment management, financial planning, and consulting services. The firm employs a multi-asset class approach grounded in Modern Portfolio Theory and operates several affiliated businesses in real estate, insurance, and legal referrals.

Michael Bless is a CERTIFIED FINANCIAL PLANNER™ professional with over 42 years of industry experience. He is currently with Prospera Financial Services, Inc., having previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he owns and operates an Arabian horse farm. Prospera Financial Services is a multi-team advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning and portfolio management through a variety of advisory programs and platforms, managing approximately $14.4 billion in client assets.