Colton Baysinger is a financial advisor at Triad Wealth Partners, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sullivan Financial Partners, Caliber Home Loans, and Charles Schwab & Co., Inc. Baysinger is also an insurance agent selling fixed insurance and 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 uses a model-driven investment process focused on strategic asset allocation and offers sub-advisory investment management, tax-efficient model portfolios, and operational support to RIAs.

Luke Hamblin is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Mutual of Omaha and its associated entities since 2019 after working at GM Financial for one year. In addition to his advisory role, he is an insurance agent specializing in life, health, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm uses a platform relationship with Envestnet and Pershing custodians, delivering managed solutions through approved model portfolios and third-party managers.

Leslie Kelly is a financial advisor at Ally Invest Advisors with 10 years of industry experience. She holds the Series 66 designation and has previously worked at TD Ameritrade. Kelly also serves as a Wealth Product Manager, supporting both Ally Invest Securities and Ally Invest Advisors in a dually registered capacity. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated and advisor-led services. The firm utilizes ETF-based portfolios grounded in Modern Portfolio Theory, with model allocations tailored across multiple risk tiers and strategy variants.

Iman Howard is a financial advisor with Ally Invest Advisors in Colleyville, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Ally Invest Advisors in 2023, Howard has worked at Ally Invest Securities LLC, Ally Bank, and Saks Fifth Avenue. Outside of finance, Howard owns Artgasmic LLC, which organizes pop-up art events for minority artists and small business owners, and is a joint owner of the event venue Krimson Park. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction, offering ETF-based Robo Portfolios and advisor-delivered Personal Advice. The firm uses model portfolios built on Modern Portfolio Theory with multiple risk tiers and cash allocation strategies.

Jonathan Bernstein is a CFP® professional with 16 years of industry experience, currently serving as an advisor at BakerAvenue Asset Management. His prior experience includes roles at Charles Schwab Bank and Fidelity Personal and Workplace Advisors. BakerAvenue Asset Management is a multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm provides discretionary portfolio management along with financial planning, family office services, and specialized strategies that combine quantitative, fundamental, and tactical allocation tools.

Shawn Miles is a financial advisor at RFG Advisory, LLC with a Series 65 designation and 10 years of industry experience. He has worked at United Capital Financial Advisers, LLC since 2016 and joined RFG Advisory in 2026. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, and access to alternative investments through a range of model strategies and third-party platforms.

Lane Richardson is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Robinhood Markets, Inc. and The Vanguard Group, Inc. Outside of financial services, he has experience operating an estate sale service. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily uses managed advisory programs with third-party portfolio managers on the Envestnet platform and offers a range of layered portfolio solutions alongside digital automated ETF products.

Sergio Nunez is a financial advisor with Ally Invest Advisors and holds a Series 66 designation. He has two years of industry experience, including previous roles at Merrill and various financial institutions. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction. The firm employs model portfolios based on Modern Portfolio Theory and offers both automated investing and Financial Advisor-delivered Personal Advice services.

Justin Brown is a financial advisor at Grimes & Company with three years of industry experience. He holds a Series 65 designation and has previously worked at Mercer Advisors, Capital Investment Advisors, and Genesis Asset Management. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, and government entities. The firm builds customized investment strategies using proprietary research and portfolio-management systems and offers trustee services in addition to acting as a sub-adviser for other investment advisers.

Nathan Ohlinger is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Simon Quick Advisors, LLC with four years of industry experience. Prior to joining Simon Quick in 2025, he worked at The Northern Trust Company for twelve years. Outside of his advisory role, he owns IMAGE Studios, a health and wellness franchise in Coppell, TX, where he serves as property manager during its build-out phase, and is a minority owner of a commercial real estate investment and management firm with limited involvement. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, and tax services. The firm employs a diversified investment approach, including proprietary quantitative analysis and direct due diligence, managing assets across various strategies and acting as a fund sponsor for multiple affiliated and unaffiliated pooled investment vehicles.

Jay Doshi is a financial advisor at Calton & Associates, Inc. based in Fort Worth, TX, holding a Series 66 designation. He has experience working with the City of Fort Worth since 2004. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple investment program structures and combines advisory services with commissionable brokerage and insurance products.

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 with Principal Advised Services in Fort Worth, TX, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has six years of industry experience, including roles at Bank of America, Merrill Lynch, and Wells Fargo prior to joining Principal. 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 and proprietary investment models and is part of the Principal Financial Group family, enabling access to affiliated products and operational resources.

Andrew Watts is a CFP® professional based in Dallas, TX, with 22 years of industry experience. He is currently with Avantax Planning Partners, Inc., where he has worked for five years, and has prior experience at various firms affiliated with Cetera since 2025. Avantax Planning Partners, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and businesses through portfolio management, financial planning, and a managed retirement plan platform. The firm operates primarily via a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients as of December 31, 2025.

William Reaves is a financial advisor at BOK Financial Securities, Inc. in Grapevine, TX, with 20 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for TIAA and TIAA-CREF Individual & Institutional Services from 2016 to 2024. BOK Financial Advisors serves a diverse range of clients, including individuals, high-net-worth clients, corporations, institutions, and government entities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with tailored asset allocation strategies.

Chris Albertson is a financial advisor with Arkadios Wealth Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at LPL Financial and Western Wealth Management. Albertson is also the founder of Stewardship Tax Consultants, a tax preparation and planning business that works in conjunction with his wealth management practice. Arkadios Wealth Advisors is an SEC-registered multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of portfolio management strategies and investment analysis methods tailored to client risk profiles.

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.

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.

Joy Deanda is a financial advisor with Advisory Services Network, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her prior experience includes roles at Charles Schwab & Co., Inc. and Fidelity Brokerage Services, Inc. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers a variety of portfolio management and consulting services, employing diverse investment strategies tailored to clients’ objectives and risk tolerances.