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 with Prospera Financial Services, Inc. in Grapevine, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Merrill, and Edward Jones. Outside of his advisory work, Fox is involved in real estate development and sales through his participation in BG Fox, LLC and Foxhawk, LLC. 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, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms with a variety of management options.

Ather Naqi is a financial advisor at Ally Invest Advisors with nine years of industry experience. He holds a Series 66 license and has worked at several firms, including USAA Investment Services Company and J.P. Morgan Securities. Outside of his advisory role, Naqi umpires cricket games for the Dallas Cricket League and the North Texas Cricket Association. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through largely web-based solutions and virtual interaction. The firm offers ETF-based Robo Portfolios and Financial Advisor-delivered Personal Advice, using model portfolios built on Modern Portfolio Theory and a range of risk tiers.

Joseph Lesnick is a financial advisor at BakerAvenue Asset Management with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Charles Schwab and Scroggins Advisory Strategies. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and comprehensive financial planning services, utilizing a range of quantitative, fundamental, and tactical investment strategies.

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 with Eversource Wealth Advisors, LLC, holding a Series 65 designation and eight years of industry experience. His background includes roles at L3 Harris Corporation as a supply chain consultant and multiple positions in real estate, including managing member of Elle Properties, LLC. He also provides non-variable insurance sales as part of his professional activities. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers comprehensive wealth management and advisory services through various investment platforms and maintains a private markets platform alongside turnkey asset management and sub-advisory services.

Rodney Jarrell is a CFP® with 11 years of industry experience, currently serving as an advisor at Simplicity Wealth in Carrollton, TX. He has owned and operated Lakeview Financial Solutions since 2009, providing insurance services, and is an adjunct professor teaching MBA courses in accounting and finance at the University of Dallas. Jarrell also owns Jarrell Tax Planning and instructs CFP education courses for Zahn Associates, Inc. Simplicity Wealth serves a broad client base including individuals, high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, individual securities, and independent managers, alongside technology and operational services for advisers through its managed account platform.

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.

Jonathan Graham is a financial advisor at United Capital Financial Advisors with Series 65 and Series 63 credentials and five years of industry experience. His prior work includes roles at Lion Street Financial and Equitable Advisors. He has also worked outside of finance in the entertainment sector at Moviehouse & Eatery. United Capital serves a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts, offering financial planning and discretionary investment management. The firm provides a customizable investment platform with access to multiple strategies and alternative investments, supported by an extensive affiliate network and related service entities.

Richard Weihing is a CFP®-designated financial advisor with 36 years of industry experience. He is currently with Global View Capital Management LLC and has prior experience at firms including Ameriprise Financial Services, Inc., and Efficient Plan, LLC. Weihing also serves as trustee for a family trust. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC.

Scott Stephens is a financial advisor at BakerAvenue with 25 years of industry experience. He has held positions at BakerAvenue Asset Management since 2009 and previously worked at Fidelity and Fidelity Personal Trust Company. He holds Series 63 and Series 65 designations. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management, financial planning, family office services, and specialized strategies that combine quantitative, fundamental, and tactical allocation tools.

Douglas Bryan is a financial advisor at Simplicity Wealth with eight years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including USA Financial Securities and LifePro Asset Management. Outside of his advisory role, he is the owner and director of Insight College & Financial Solutions, where he educates clients on the college admissions and financial aid process and provides related insurance products. 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, including individual and high-net-worth investors, retirement plans, corporate and institutional entities, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, with model portfolios that are actively monitored and rebalanced. It also offers technology and operational support to advisers through a private-label asset management platform and a third-party advisory model marketplace.

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.

Mike Greiner is a financial advisor at Global View Capital Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including World Financial Group and Texas Elite Advisory. Outside of advisory roles, he owns Texas Elite Benefits, where he markets and sells life insurance and annuity products. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research from its affiliate, AdvisorGuide, LLC.

Lesley Pinckard is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Mutual of Omaha Investor Services since 2017 and previously at Wealth Watch Advisors LLC. In addition to her advisory role, she serves in leadership positions in local insurance organizations, including NAIFA Fort Worth and WIFS DFW Chapter. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, delivering managed solutions primarily through platform relationships with Envestnet and Pershing.

Jonathan Hancock is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 registrations and six years of industry experience. Prior to joining Ally Invest Advisors, he worked at Audi Dallas, Texas Securities Inc., Dent Squad USA, and Autonation Audi locations. Outside of his advisory role, he supports Ally Bank customers as a Contact Center Representative. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through digital and virtual platforms. The firm employs model portfolios based on Modern Portfolio Theory and offers services including automated investing and financial advisor-delivered personal advice.