Laura Taylor is a financial advisor with Forvis Mazars Wealth Advisors, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at several firms, including BKD Wealth Advisors and Diversified Investors Securities Corp., before joining Forvis Mazars. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, consulting, and retirement plan services. The firm integrates these services with tax, accounting, and family-office support from its parent company, employing a customized investment approach that combines active and passive strategies tailored to clients’ objectives and risk tolerance.

Jeffrey Belton is a financial advisor with Intellicents Investment Solutions Inc. in Southlake, TX, holding Series 63 and Series 65 credentials and with 21 years of industry experience. Prior to his current role starting in 2019, he worked at StanCorp Investment Advisers, Inc. and StanCorp Equities, Inc. from 2008 to 2019. He also serves as a Town Council Member for Shady Shores, TX. Intellicents Investment Solutions Inc. serves retirement plan sponsors, administrators, and individual clients, offering consulting and wealth management services that emphasize long-term, buy-and-hold investment strategies supported by a Chief Investment Officer with a CFA credential.

Glenn Koehl is a Certified Financial Planner (CFP®) with 20 years of industry experience. He is currently with Soltis Investment Advisors, LLC, where he has worked since 2020. His prior roles include positions at Mariner, SlateStone Wealth, Capital Markets IQ, LLC, and Surety Wealth Management. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm applies Modern Portfolio Theory alongside quantitative and qualitative manager due diligence, offering a diversified selection of investment vehicles and maintaining a communication program that includes quarterly reviews and client conferences.

Anthony Pitzer is a CFP® and Series 66-licensed financial advisor with 22 years of industry experience. He is currently a partner at Merit Financial Advisors, where he has worked since 2019. Prior to that, he spent 17 years at LPL Financial, LLC and has been with Purshe Kaplan Sterling Investments since 2024. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, overseen by a central Investment Management team and an Investment Committee.

Christopher Mccarley is a financial advisor at Signal Advisors Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Legacy Retirement Solutions, Advocate Financial Partners, and TTI. He is also involved with That Chris Lee LLC, an entity focused on insurance and financial business, speaking engagements, and AI application consulting. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation process complemented by various analytical methods and provides portfolio management, model access, and retirement plan consulting services.

Daniel Geehan is a financial advisor at Independence Square Holdings, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors and R. F. Lafferty & Co., Inc. In addition to his advisory role, he is an independent insurance agent for various insurance companies. Independence Square Holdings operates as a multi-team advisor with around 40 advisors, serving individuals, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm uses a combination of customized portfolios, model portfolios, and third-party solutions, with a notable emphasis on digital and platform services to support client strategies.

Mark Theall is a financial advisor with Soltis Investment Advisors, LLC in Southlake, TX. He holds Series 63 and Series 66 licenses and has three years of industry experience, including previous roles at Zable Freeman and Fidelity Investments. His background also includes several years in education and swim team management. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base that includes individuals, institutions, trusts, and retirement plans. The firm employs a Modern Portfolio Theory-based investment approach combined with quantitative and qualitative manager analysis and offers a range of investment products and ongoing client communications.

Alejandra Navarro is a financial advisor at CoreCap Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Ameritas Investment Corp., CCF Investments, and Capital Choice Financial Services. Outside of her advisory work, she is involved as a driver delivering U.S. mail for Tracie McCormick Trucking. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and works with sub-advisors and third-party asset managers.

Carson Graves is a financial advisor at Gradient Advisors, LLC with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Wells Fargo Investments, LLC. Outside of his advisory role, he is involved in insurance sales through Carson Enterprise and operates a real estate business as a realtor. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm primarily operates through a network of Investment Advisor Representatives and third-party money managers, focusing on a largely non-discretionary model that incorporates risk analysis and fundamental, technical, and cyclical portfolio analysis.

James Yahoudy is a financial advisor at Aptus Capital Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Quasar Distributors, LLC, TD Ameritrade, and Hornor, Townsend & Kent, LLC. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and provides advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm offers a range of portfolio management and consulting services, primarily implementing strategies through exchange-traded funds using a combination of technical and fundamental analysis.

Samantha Maynard is a financial advisor at Principal Financial Services in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Principal Securities, Inc. and Principal Life Insurance Company in 2026, she spent seven years at The University of Texas at Dallas. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel stationed overseas. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Omar Esparza is a financial advisor at VOYA Financial Advisors, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with VOYA Financial Advisors and its affiliates since 2010, including prior roles at Principal Financial Services. VOYA Financial Advisors, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and portfolio management services through a large network of advisors, utilizing model portfolios, third-party managers, and technology-enabled tools across non-discretionary and discretionary account arrangements.

Marcus Zapata is a CFP® with nine years of experience in financial services, currently with First Command Advisory Services in Fort Worth, TX. He has held roles at several affiliated First Command entities since 2017 and previously worked at H&R Block and Alamo Insurance and Wealth Management. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects portfolios and third-party managers from approved lists.

David Murdock Jr. is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Bordeaux Wealth Advisors LLC, Brownson, Rehmus & Foxworth, Silvercrest Asset Management Group LLC, Ernst & Young Investment Advisers LLP, and Equitable Advisors. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Thomas Wilkins is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 20 years of industry experience. He has been with First Command Financial Services and its affiliated firms since 2006. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to design and manage model portfolios using mutual funds, ETFs, and third-party managers.

Joshua Shirley is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with First Command Advisory Services since 2015 and affiliated with related First Command entities since 2008. Outside of his advisory role, he is a partner in Yamaoroza Apothecary and Teas LLC, a small business involved in event setup and product transportation. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to manage model portfolios and select third-party managers from approved lists.

Baily Eberhardt is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining the firm, Baily worked with several entities within the First Command organization and has had roles outside finance, including involvement with Val Verde Winery and Oatman Farms LLC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Robin Luckett is a Series 66-licensed financial advisor with four years of industry experience. He has worked at Morgan Stanley and Allworth Financial prior to joining First Command Advisory Services in 2026. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Sheryl Vause is a financial advisor at First Command Advisory Services with one year of industry experience. She holds the Series 63 and Series 65 designations. Prior to her financial services career, she served 20 years in the United States Air Force and has experience working with the YMCA. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Ryan Hunt is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He has been associated with First Command Insurance Services and First Command Financial Planning, Inc. since 2016. Outside of his advisory work, he owns Lotter Hunt Safaris, a South African hunting safari business where he assists in connecting clients with hunting opportunities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who select model portfolios and third-party managers from prescreened lists.