Anthony Apollaro Jr. is a financial advisor with Coppell Advisory Solutions LLC and holds a Series 66 designation. He has 18 years of industry experience, including roles at Varsity Asset Management, LLC and Fusion Investment Advisors, LLC. Outside of his advisory work, he serves as president of GET IN THE BOX, Inc., where he oversees operations. Fusion Investment Advisors, doing business as Coppell Advisory Solutions LLC, provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm uses an open-architecture platform and combines internally developed and independent asset allocation models with fundamental and technical analysis to manage client portfolios.

Raymond Lancaster is a financial advisor at Ally Invest Advisors with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TIAA-CREF and New York Life. His other business activities include managing rental properties. Ally Invest Advisors serves a large retail client base with discretionary portfolio management through automated services and advisor-led guidance. The firm uses ETF-based model portfolios grounded in Modern Portfolio Theory and integrates digital tools for rebalancing, performance reporting, and tax-sensitive features.

Brian Fox is a financial advisor at Prospera Financial Services, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of advising, he is involved as a member of two LLCs engaged in residential and commercial real estate development and other non-investment related business activities. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services utilizing multiple platforms and customizable portfolio solutions.

Ather Naqi is a financial advisor with Ally Invest Advisors in Lewisville, TX, holding a Series 66 license and eight years of industry experience. He has worked at several firms, including USAA Investment Services Company, J.P. Morgan Securities, and First Command Advisory Services. Outside of his advisory role, Naqi umpires cricket games for the Dallas Cricket League and the North Texas Cricket Association. Ally Invest Advisors serves a large retail client base with discretionary portfolio management through automated and advisor-led services, utilizing primarily ETF-based model portfolios across multiple risk tiers. The firm integrates digital processes and provides detailed performance reporting while maintaining operational ties to its banking and brokerage parent.

Joseph Lesnick is a financial advisor at BakerAvenue in Southlake, TX, holding Series 66 and Series 63 licenses with one year of industry experience. His prior roles include positions at Charles Schwab, Scroggins Advisory Strategies, and Wave Wealth Management. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth, and institutional clients, generally on a discretionary basis. The firm employs multiple investment strategies that integrate tactical allocation, quantitative analysis, and fundamental research, including recent expansions into digital asset advice and trust services.

William Campbell is a Series 65-licensed financial advisor with 18 years of industry experience. He has worked at IAMS Wealth Management, LLC since 2017 and has held a managerial role at Professional Insurance Elite since 2008, where he oversees accounting and recruiting personnel. Campbell previously owned and managed Clearview Retirement Group, which is currently a dormant entity. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives and risk tolerances, utilizing a range of investment vehicles and model portfolios.

Everett Franks is a financial advisor at Coppell Advisory Solutions LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at firms including Capital City Financial Partners and Integrated Advisors Network, LLC. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individual and institutional clients. The firm uses an open-architecture platform with internally developed and independent asset allocation models, employing both fundamental and technical analysis to implement tailored investment strategies.

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 at EverSource Wealth Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has prior experience at Wise Wealth, LLC, Lockheed Martin, and Space Exploration Technologies. Outside of his advisory role, Sandhu is a managing member of Elle Properties, LLC, where he is involved in real estate activities. EverSource Wealth Advisors serves individual and high-net-worth investors, as well as institutional clients, offering wealth management, financial planning, portfolio management, and access to private markets. The firm supports other registered investment advisers with back-office and sub-advisory services and operates a range of investment programs, including firm-managed model portfolios and values-based options informed by a Judeo-Christian framework.

Moises Ospina is a financial advisor at Avantax Planning Partners, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several affiliated firms, including Cetera Wealth Services and Avantax Insurance Services. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily operates through a network of CPA firms and registered advisor representatives and manages assets across a broad client base using firm-designed style allocation models and tax-intelligent strategies.

Tracy Coffman is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at Cetera and its affiliates for ten years and currently operates Fusion Capital Management d/b/a Tracy Coffman Financial. Outside of her advisory work, she serves as a director for a business networking organization. Coppell Advisory Solutions LLC serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and corporate clients, providing discretionary portfolio management and financial planning through an open-architecture platform that includes a range of investment options. The firm employs tailored asset allocation models and both fundamental and technical analysis, with ongoing portfolio supervision and rebalancing.

Mahoghany Jordan is a financial advisor with Cetera Planning Partners in Dallas, TX. He holds a Series 65 designation and has four years of industry experience. Prior to joining Cetera Planning Partners, he worked at P3 Wealth Management and P3 Financial Group. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm employs a structured planning process that results in personalized financial plans, emphasizing diversified allocations through mutual funds and ETFs aligned with client risk tolerance.

Scott Stephens is a financial advisor at BakerAvenue with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BakerAvenue since 2009. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, typically under discretionary mandates. The firm employs a multi-strategy investment process that includes fundamental, quantitative, and technical analysis combined with tactical asset allocation.

Douglas Bryan is a financial advisor at Simplicity Wealth with 8 years of industry experience. He holds a Series 65 designation and has worked at firms including USA Financial Securities, LifePro Asset Management, and Ducerus in Grand Prairie, TX. Outside of his advisory role, he owns and directs Insight College & Financial Solutions, where he educates clients on college admissions and financial aid strategies. 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 ranging from individual and high-net-worth investors to institutional clients and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios that are actively monitored and rebalanced, along with a range of overlays and a technology-driven managed account platform for advisers.

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.

Jonathan Hancock is a financial advisor with Ally Invest Advisors, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Ally Invest Advisors in 2025, he worked at Ally Invest Securities LLC and held various roles in the automotive and securities industries. Outside of his advisory duties, Hancock supports Ally Bank customers as a Contact Center Representative, assisting with account maintenance and education on deposit products. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients using web-based and virtual solutions. The firm offers ETF-based Robo Portfolios and Financial Advisor-delivered Personal Advice services, implementing model portfolios based on Modern Portfolio Theory across multiple risk tiers.

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.

Jessica Sicking is a CFP® professional with 18 years of industry experience, currently serving at Triad Wealth Partners, LLC. Her prior experience includes roles at Charles Schwab and Co., TD Ameritrade, and Fidelity Brokerage Services. Outside of her advisory work, she is involved as an insurance agent selling fixed insurance, annuities, and fixed indexed annuities through International Wealth Management dba Sullivan Financial Partners. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment process focused on strategic asset allocation and offers sub-advisory management, tax-efficient model portfolios, and operational support for RIAs.