David Silva is a financial advisor at Concurrent Investment Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Raymond James Financial Services Advisors and Wealth Partners Alliance. Silva is also involved with Jack Silva Holdings, a family-related business. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios and a long-term investment approach.

Adin Ward is a financial advisor at BFC Planning, Inc. in Dallas, TX, holding a Series 66 designation with one year of industry experience. He has worked at several firms including GS Wealth Management and Berthel, Fisher & Company Financial Services, Inc. Outside of BFC Planning, he is also active as a financial advisor with GS Wealth Management. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension plans, and trusts through a network of approximately 200 investment adviser representatives. The firm offers financial planning and portfolio management services with a range of investment strategies and platforms tailored by individual advisors.

Justin Wooley is a financial advisor with Western Wealth Management LLC in Fort Worth, TX, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He also provides investment advisory services through Western Wealth Management, an independent registered investment advisor. 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 offers comprehensive portfolio management, financial planning, and institutional investment management through a decentralized network of 88 advisors, utilizing multiple advisory programs and a range of investment strategies.

Loic Le Mener is a CFP® with 24 years of industry experience, currently serving at Belpointe Asset Management LLC since 2020. He has prior experience with Lincoln National Life and Lincoln Financial Advisors Corporation, where he worked for 16 years, and has been associated with Opus Wealth Management since 2015. Outside of his advisory role, he is involved with Fund Asset Managers, LLC as a portfolio manager for the Belpointe Tail Risk Fund. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing customized portfolios that utilize passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Jason Rasmussen is a CFP® with 20 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. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a manager selection process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence across a broad range of investment vehicles.

Ryan Murray is a financial advisor at Soltis Investment Advisors, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments, Motivosity, Oasis Outsourcing, Fairstream, Choose Greatness, Qualtrics, Union Pacific Railroad, and Brigham Young University. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individual clients, institutions, trusts, endowments, and retirement plans. The firm combines Modern Portfolio Theory with quantitative screening and qualitative manager due diligence to manage approximately $13 billion in client assets.

Barry Richey is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Madison Avenue Securities since 2019 and previously spent 16 years with USA Financial Securities Corporation. Richey is also president and director of Win Financial Group, Inc., where he assists clients with income and estate planning through life insurance, long-term care, and annuity products. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Ashley Heineman is a financial advisor at Concurrent Investment Advisors, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Concurrent, Ashley worked at Fisher Investments, United Capital Financial Advisors, and Goldman Sachs Personal Financial Management. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors managing about $9.9 billion in client assets, employing a long-term, customized portfolio approach using a variety of investment vehicles.

Todd Simmons is a financial advisor with LPL Financial based in Mansfield, TX, holding Series 63 and 66 licenses and bringing 25 years of industry experience. He has served as an investment advisor through Advisor Resource Council since 2015. Simmons is also a member of the City Council in Mansfield, TX. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

David Abdulky is a financial advisor at Momentum Independent Network Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SWS Financial Services Inc. since 2003. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing third-party managers and integrated platforms to deliver customized investment solutions.

Gerald Dietz is a financial advisor with Cape Investment Advisory, Inc. in Addison, TX, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at American Global Wealth Management, Cape Securities, Inc., and Keystone Capital Corporation. He also serves as an adjunct instructor at Richland College. Cape Investment Advisory, Inc. serves individuals, businesses, and various entities with discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers. The firm emphasizes personalized asset allocation plans based on clients’ financial situations, objectives, and risk tolerance.

Patrick Jackson is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at First Command Advisory Services and Citigroup Global Markets. Outside of his advisory work, he co-owns Greater Lights Logistics LLC, a general freight transportation business. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party managers through platforms like Envestnet, providing clients with account monitoring, rebalancing, and optional tax and impact overlay services.

Pankaj Udeshi is a financial advisor at Advisor Resource Council with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Guardian Life Insurance Company of America, and Park Avenue Securities. Outside of his primary role, he maintains a non-variable insurance business. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and consulting services. The firm utilizes AI-driven model portfolios alongside traditional fundamental analysis, providing customized investment strategies tailored to various account sizes and client needs.

Scott Barth is a financial advisor with Secure Asset Management, L.L.C., holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. for 12 years. Outside of his advisory role, Barth serves on the board of directors for Staton Oaks HOA and owns a holding company for St. Croix Cellars, a winery, which requires approximately five hours of weekly involvement. Secure Asset Management, L.L.C. serves individual clients ranging from non‑high-net-worth to high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analyses, often utilizing third-party money managers and trading signals, and manages held-away employer accounts through a third-party platform.

Brandi Holmes is a Certified Financial Planner® with 24 years of industry experience. She is currently an advisor at Advisory Services Network and has previously worked at Calton & Associates, Inc., among other firms. Holmes is also a licensed insurance agent involved in the sale and service of insurance products. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers customized portfolio management, financial planning, and retirement-plan consulting, utilizing a variety of investment strategies and implementation options tailored to client objectives.

Tyler Kumar is a CFP® with six years of industry experience currently with Quotient Wealth Partners, LLC. His prior roles include positions at BIP Alliance, LLC, The Money Advisor Group, LLC, and The Vanguard Group, Inc. Outside of financial advising, he was involved with Liquor Til' 9 for several years. Quotient Wealth Partners, a multi-advisor firm with 26 advisors, provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion and employs diversified investment strategies incorporating ETFs, equities, fixed income, alternatives, and third-party managers.

John Garcia is a financial advisor at Concurrent Investment Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 15 years before joining Raymond James Financial Services and later Concurrent Investment Advisors. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in assets through a long-term, customized investment approach that includes ETFs, mutual funds, individual securities, and alternative investments.

Nathan Mateer is a CFP® professional with six years of industry experience, currently affiliated with Advisor Resource Council. His career includes roles at Generations Financial Management and prior experience at Louisiana State University, the Austin Institute for the Study of Family and Culture, and Baylor University. Mateer is also licensed as a life insurance agent. Advisor Resource Council serves a diverse client base including individuals, families, and business enterprises, offering asset management, financial planning, and retirement consulting. The firm’s investment approach combines AI-driven model portfolios with traditional analysis and includes services such as estate-planning coordination through external legal professionals.

Kevin Marsh is a financial advisor with Calton & Associates, Inc. in Coppell, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Calton & Associates since 2013 and is also a partner in Bear Marsh, LLC, a holding company focused on acquiring financial institutions. 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 both commissionable brokerage and insurance products alongside discretionary and non-discretionary investment management through various program structures and analytic approaches.

Daniel Anderson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has nine years of industry experience, including roles at Mutual of Omaha Advisors and Anderson Family Wealth Management LLC. Outside of his advisory work, he is also licensed as an insurance agent specializing in life, health, annuities, and property and casualty insurance. 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 managed account solutions, operating primarily through its network of Investment Advisor Representatives.