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.

Titilope Jinadu is a financial advisor at Ally Invest Advisors with four years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JP Morgan Chase for twelve years. Outside of finance, she is the managing member of Joleebel Hair LLC, a business focused on vendor relationships and product testing. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, providing discretionary portfolio management through automated services and advisor-led guidance. The firm employs a Modern Portfolio Theory-based investment process using primarily ETFs across various risk tiers and strategy variants, supported by digital and automated portfolio management tools.

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.

Kade Orsburn is a financial advisor at SEIA with four years of industry experience. He holds a Series 65 credential and has worked at SES LLC, Solutions 4 Wealth, and the Denton County District Attorney's Office. Outside of his advisory role, he is involved in several business ventures including management of mineral rights, a consulting company, and farm land operations. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a multi-team platform of over 130 advisors. The firm employs a six-step investment process supported by research and offers multiple managed account programs, blending non-discretionary and discretionary management approaches.

Gerard Raymond is a financial advisor at Soltis Investment Advisors, LLC with Series 63 and Series 65 credentials and approximately one year of experience in the industry. His prior work includes roles at Charles Schwab and positions outside the financial sector, including at Lululemon and 24 Hour Fitness. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence to select a range of investment vehicles, and it provides ongoing client communications and performance reviews.

Adam Farag is a CFP® professional at Forvis Mazars Wealth Advisors, LLC with approximately two years of experience. Prior to joining Forvis Mazars Wealth Advisors, he worked at FORVIS Wealth Advisors and Kohls, and he also has a background at Texas A&M University. Forvis Mazars Wealth Advisors is an SEC-registered investment adviser and a subsidiary of Forvis Mazars, LLP, providing comprehensive financial planning, investment management, and retirement plan consulting services to individuals, families, institutions, and nonprofits. The firm manages about $12 billion in assets and integrates financial planning with wealth management while leveraging its affiliation with a national accounting and professional services parent.

Colton Green is a financial advisor with Foundations Investment Advisors LLC and holds the Series 66 designation. He has four years of industry experience, including roles at Lincoln Investment and Valic Financial Advisors. Outside of advisory work, he is involved with RetireSimply, an insurance-related business focused on client financial goals. Foundations Investment Advisors is a multi-advisor registered investment adviser managing about $10.1 billion for nearly 29,615 clients through a network of nearly 300 investment adviser representatives. The firm provides portfolio management, financial planning, and retirement-plan support to a diverse client base, utilizing model portfolios and third-party sub-advisers.

Thomas Rasmussen is a CFP® professional with nine years of industry experience. He is currently with Soltis Investment Advisors, LLC and has previously worked at Mission Wealth Management, Bluesky Wealth Advisors, Community First Bank/HFG Trust, EP Wealth Advisors, NewFocus Financial Group, and Fidelity Brokerage Services. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to a diverse client base, including high-net-worth individuals, institutions, and retirement plans. The firm employs a Modern Portfolio Theory approach combined with quantitative and qualitative analysis, and it emphasizes ongoing client communication through regular performance reviews and market commentary.

Thomas Clark is a financial advisor at Grimes & Company with 11 years of industry experience. He previously worked at JP Morgan Securities LLC and TD Ameritrade Investment Management. Outside of his advisory role, Clark serves as President and Pastor of Oak Stone Christian Church. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, providing discretionary investment management and financial planning. The firm uses proprietary research and diversified investment approaches, including mutual funds, ETFs, independent managers, and option strategies, with specialized services for high-net-worth clients and other advisers.

Matthew Dorchak is a financial advisor at Cary Street Partners with 12 years of industry experience. He holds a Series 65 designation and previously worked at Keene & Associates, Inc. for 13 years. Outside of his advisory role, he owns and manages three rental properties. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, offering portfolio management, financial and retirement planning, access to alternative investments, and lending and insurance solutions. The firm employs a client-focused approach that includes customized allocation, manager selection, and ongoing monitoring across a range of traditional and proprietary investment strategies.

Jai Doshi is a financial advisor with Calton & Associates, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Calton & Associates since 2006. Outside of his advisory role, Doshi serves as a director on the board of the Fort Worth Lions Club, a local civic organization. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations through various program structures and combines advisory services with commissionable brokerage and insurance products.

Daniel Hornbaker is a financial advisor at Howard Capital Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Guggenheim Investments for 28 years and Northern Lights Distributors, LLC. Howard Capital Management serves a diverse range of clients, including retail and high-net-worth individuals, trusts, estates, and institutional investors. The firm employs proprietary tactical indicators and model portfolios, mainly using its own mutual funds and ETFs, and provides discretionary portfolio management and related services.

Joseph Eichmann is a financial advisor with Intellicents Investment Solutions Inc in Southlake, TX. He holds a Series 66 designation and has eight years of industry experience. His prior roles include positions at Virtus LLC, Triad Advisors, Alera Investment Advisors, and Securian Financial Services. Eichmann is also licensed to provide options in life, accident, and health insurance as part of the financial planning process. Intellicents Investment Solutions Inc serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm offers retirement plan consulting, HSA consulting, sub-advisory arrangements, and individual wealth management with an investment approach focused on long-term buy-and-hold strategies, periodic rebalancing, and diversified use of mutual funds, ETFs, and collective investment trusts.

Karen Spence is a financial advisor with Good Life Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. She has worked at Good Life Advisors since 2021 and previously spent five years at Level Four Advisory Services and has been associated with LPL Financial for 12 years. Outside of her advisory work, she manages Team Spence, Inc., a business entity used for tax and investment purposes. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management, serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers tailored portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers, using a combination of direct management, model portfolios, and sponsored advisory platforms.

Adam Dowlen is a financial advisor at Coppell Advisory Solutions LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at HBW Advisory Services and Williams & Kunkel CPA. Outside of advisory work, he operates Add Em Up Taxes, providing tax return preparation and tax savings advice. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses tailor-made asset allocation models combined with fundamental and technical analysis, implementing strategies on a discretionary basis aligned with client objectives.

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. Her prior roles include positions at BKD Wealth Advisors, Diversified Investors Securities Corp., and TransAmerica. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits with financial planning, investment management, and retirement plan consulting services. The firm manages approximately $12.0 billion in assets and integrates wealth management with coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Jeffrey Belton is a financial advisor with Intellicents Investment Solutions Inc in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining Intellicents, he worked at StanCorp Investment Advisers, Inc. and StanCorp Equities, Inc. for over a decade. He serves as a Town Council Member for Shady Shores, TX. Intellicents Investment Solutions Inc serves retirement plan sponsors, third‑party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long‑term, buy‑and‑hold investment strategies overseen by a CFA Chief Investment Officer and offers a range of services including retirement plan consulting, individual wealth management, and a wrap fee program.

Glenn Koehl is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Soltis Investment Advisors, LLC since 2020. His prior roles include positions at SlateStone Wealth, LLC and Capital Markets Iq, LLC (D/B/A Surety Wealth Management). Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans, offering discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence.