Yanyi Tang is a financial advisor at Van Clemens Wealth Management, LLC with two years of industry experience. Tang holds the Series 66 credential and has prior experience at Equitable Advisors and MCM CPAs. Outside of advisory work, Tang owns an agency focused on commercial insurance and operates an online jewelry sales business. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and risk tolerance and employs a blend of modern portfolio theory with fundamental and technical analysis.

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.

Lori Clem is a financial advisor at BFC Planning, Inc. with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Berthel Fisher & Company Financial Services, Inc., Williams Financial Group, and Northstar Securities, Inc. Outside of her advisory role, Clem is involved in several business ventures, including operating a pet care center and pet cemetery, serving on the board of the Weatherby Foundation, and participating in property development projects. BFC Planning, Inc. serves a diverse client base including individuals, corporations, trusts, and pension plans through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to various third-party managers, employing a range of investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

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.

Karen Lucius is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 15 years of industry experience. Her prior roles include positions at Hornor, Townsend & Kent LLC, Penn Mutual Life Insurance Company, Acumen Financial Group, Principal Life Insurance Company, and Principal Securities Inc. She is also active as an insurance agent, providing multi-line insurance sales and financial planning services through Penn Mutual Wealth Strategies and 1847Financial. Mutual of Omaha Investor Services, Inc. serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily delivered through a network of Investment Advisor Representatives who utilize approved model portfolios and discretionary management platforms.

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.

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 with Signal Advisors Wealth, LLC in Fort Worth, TX. He holds a Series 65 designation and has experience working in financial services and related fields since 2000, including roles at Revchain Solutions and That Chris Lee LLC, where he is involved in insurance and financial business as well as speaking engagements and AI application consulting. He is also licensed as an insurance agent, dedicating a significant portion of his time to insurance sales. Signal Advisors Wealth provides investment management and financial planning services to individual, high-net-worth, family, and business clients. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, offering discretionary model portfolios and third-party manager strategies.

Daniel Geehan is a financial advisor with Independence Square Holdings, LLC in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Independence Square Holdings in 2022, he spent 11 years with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Additionally, he works as an independent insurance agent for various companies. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm employs a range of investment approaches, including fundamental, quantitative, technical, and modern portfolio theory, and offers digital tools and access to third-party managers tailored to client objectives.

Cary Bazan is a financial advisor at Mutual of Omaha Investor Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of finance, Bazan is an actor represented by Linda McAlister Talent, participates in commercial and TV auditions, and is an author on Amazon Kindle Direct Publishing. He is also scheduled to begin work as a secondary teacher in Plano ISD in 2025. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives who use approved model portfolios and managers.

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.

Rhiannon Lynn is a financial advisor with Sound Income Strategies, LLC, holding a Series 66 designation and one year of industry experience. She previously worked at Edward Jones and Seven Oaks Insurance Agency, LLC, where she spent 19 years. Lynn serves as a board member of the Kiwanis of Flower Mound, where she manages invoicing and financial reporting. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base, including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis and customized managed portfolios, offering a range of services from discretionary asset management to insurance planning through affiliated channels.