Colton Green is a Series 66-licensed financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He previously worked at Lincoln Investment and Valic Financial Advisors and has a background that includes roles in education and small business operations. Outside of his advisory role, he is involved with RETIRESIMPLY, where he engages in insurance sales and client financial goal meetings. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individual, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a multifaceted investment approach that includes fundamental, technical, and cyclical analysis, as well as model portfolios and uses discretionary and non-discretionary management for clients.

Yanyi Tang is a financial advisor at Van Clemens Wealth Management, LLC with two years of industry experience. They hold a Series 66 designation and have worked at multiple firms including Equitable Advisors, LLC and MCM CPAs. Outside of advisory work, Tang owns Scheng Insurance Agency, providing commercial insurance, and operates an online jewelry sales business through Blue Island LLC. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios based on clients’ objectives, risk tolerance, and time horizon, utilizing a mix of modern portfolio theory, fundamental and technical analysis, and access to over 500 third-party managers across various platforms.

Thomas Rasmussen is a CFP® with nine years of industry experience, currently serving as a financial advisor at Soltis Investment Advisors, LLC. His prior roles include positions 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/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in client assets and employs an investment process based on Modern Portfolio Theory combined with quantitative screening and qualitative manager due diligence.

Thomas Clark is a financial advisor at Grimes & Company with 11 years of industry experience. He holds the Series 66 designation and has worked previously at JP Morgan Securities LLC and TD Ameritrade. Outside of his advisory role, Clark serves as President and Pastor at Oak Stone Christian Church. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm uses proprietary research to build customized investment strategies across a variety of securities and also acts as a sub-adviser to other investment advisers.

Scott Frantz is a CFA® charterholder and holds the Series 66 license, with 11 years of industry experience. He currently works at United Capital Financial Advisors and previously held roles at Capital Advisors, Inc., PricewaterhouseCoopers, LLC, and Merrill. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers customized asset allocation strategies and operates a technology platform that supports independent advisors and a broad affiliate network.

Matthew Dorchak is a financial advisor at Cary Street Partners with 13 years of industry experience. He holds a Series 65 designation and previously worked at Keene & Associates, Inc. for 13 years before joining Cary Street Partners in 2025. Outside of his advisory role, he owns and manages rental properties. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, serving specialized institutional niches such as state and municipal government entities and insurance company clients.

Mark Cameron is a financial advisor with Quartz Partners Investment Management in Las Colinas, TX, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. His career includes roles at Merrill, Charles Schwab, and Prudential Equity Group, among others. He is involved with David Dyke Fine Art as a referral source, referring potential buyers to the business. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries, providing model-based investment management through separately managed accounts, model portfolios, a digital investing platform, and advisory services. The firm’s investment approach combines top-down macro analysis and bottom-up stock selection, with ongoing portfolio monitoring and rebalancing by an investment committee.

Jai Doshi is a financial advisor with Calton & Associates, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Calton & Associates since 2006 and previously worked at Choice Investments, Inc. Doshi serves as a director on the board of the Fort Worth Lions Club, a local civic organization. Calton & Associates is a multi-team registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing various investment approaches and overseeing third-party money managers through formal due diligence processes.

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, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Virtus LLC, Triad Advisors, Alera Investment Advisors, Securian Financial Services, Minnesota Life Insurance Company, and GCG Financial. Eichmann is also a licensed agent assisting clients with life, accident, and health insurance options as part of the financial planning process. Intellicents Investment Solutions serves retirement plan sponsors, third-party administrators, and individual clients among others, offering ERISA consulting, HSA consulting, wealth management, and a wrap fee program. The firm’s investment approach emphasizes long-term, buy-and-hold strategies with oversight by a CFA-designated Chief Investment Officer.

Troy Willcox is a financial advisor with Infinity Financial Services Advisory, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining Infinity, he worked at Forthright Capital Partners LLC and Brushfire Technology. He is also involved in soliciting individual life insurance and fixed annuity products through Forthright Capital Partners. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm serves individual and high-net-worth clients using a multi-method investment approach that includes fundamental, technical, and quantitative analysis, and employs a variety of investment products such as mutual funds, ETFs, options, and alternative investments.

Karen Spence is a financial advisor at Great Valley Advisor Group, LLC with 18 years of industry experience. She holds the Series 66 designation and has previous experience with Good Life Advisors, LLC, Level Four Advisory Services, LPL Financial, and VSR Financial Services, Inc. Outside of her advisory role, she has a small business entity, Team Spence, Inc., used for tax and investment purposes. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a range of in-house strategies and third-party managers with ongoing due diligence and portfolio oversight.

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. She has worked at several firms, including BKD Wealth Advisors and Diversified Investors Securities Corp., before joining Forvis Mazars. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, consulting, and retirement plan services. The firm integrates these services with tax, accounting, and family-office support from its parent company, employing a customized investment approach that combines active and passive strategies tailored to clients’ objectives and risk tolerance.

Karen Lucius is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. Her prior roles include positions at Hornor, Townsend & Kent LLC, Penn Mutual Life Insurance Company, Acumen Financial Group, and Principal entities. In addition to advisory work, she is engaged in insurance sales and service, including life insurance brokerage and financial planning through related business activities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes platform relationships with Envestnet and Pershing, delivering managed solutions and third-party manager access to a diverse client base.

Jeffrey Belton is a financial advisor with Intellicents Investment Solutions Inc. in Southlake, TX, holding Series 63 and Series 65 credentials and with 21 years of industry experience. Prior to his current role starting in 2019, he worked at StanCorp Investment Advisers, Inc. and StanCorp Equities, Inc. from 2008 to 2019. He also serves as a Town Council Member for Shady Shores, TX. Intellicents Investment Solutions Inc. serves retirement plan sponsors, administrators, and individual clients, offering consulting and wealth management services that emphasize long-term, buy-and-hold investment strategies supported by a Chief Investment Officer with a CFA credential.

Glenn Koehl is a Certified Financial Planner (CFP®) with 20 years of industry experience. He is currently with Soltis Investment Advisors, LLC, where he has worked since 2020. His prior roles include positions at Mariner, SlateStone Wealth, Capital Markets IQ, LLC, and Surety Wealth Management. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm applies Modern Portfolio Theory alongside quantitative and qualitative manager due diligence, offering a diversified selection of investment vehicles and maintaining a communication program that includes quarterly reviews and client conferences.

Anthony Pitzer is a CFP® with 23 years of industry experience, currently serving at Merit Financial Advisors. His career includes roles at Purshe Kaplan Sterling Investments, LPL Financial, LLC, and Osaic FA, Inc. He holds Series 66 and CFP® designations. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation approach supported by an internal investment team and uses both in-house and third-party managers.

Christopher Mccarley is a financial advisor at Signal Advisors Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Legacy Retirement Solutions, Advocate Financial Partners, and TTI. He is also involved with That Chris Lee LLC, an entity focused on insurance and financial business, speaking engagements, and AI application consulting. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation process complemented by various analytical methods and provides portfolio management, model access, and retirement plan consulting services.

Daniel Geehan is a financial advisor at Independence Square Holdings, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors and R. F. Lafferty & Co., Inc. In addition to his advisory role, he is an independent insurance agent for various insurance companies. Independence Square Holdings operates as a multi-team advisor with around 40 advisors, serving individuals, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm uses a combination of customized portfolios, model portfolios, and third-party solutions, with a notable emphasis on digital and platform services to support client strategies.