Robert Wright III is a financial advisor at Belpointe Asset Management LLC based in Dallas, TX. He holds a Series 65 credential and has one year of industry experience. His prior work includes positions at Opus Wealth Management and Elligo Health Research. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios and co-advisory relationships, along with various proprietary and affiliate fund options.

Daniel Kleiner is a financial advisor at Ally Invest Advisors with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Corelogic, Ranstad LLC, and Xome. He supports both Ally Invest Advisors and Ally Invest Securities in a dually licensed capacity, servicing customers with self-directed or advisory accounts. 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, automated investing, and financial advisor-delivered personal advice. The firm uses model portfolios based on Modern Portfolio Theory across five risk tiers and incorporates tax-sensitive features and tax-loss harvesting in its advisory services.

Amin Kotadia is a financial advisor with Archer Investment Corporation in Hurst, TX, holding a Series 66 designation and 21 years of industry experience. Prior to joining Archer in 2019, he worked at H.D. Vest Advisory Services and related entities from 2004 to 2017. He also operates Amin Kotadia CPA PC, a tax preparation and accounting firm, and manages an independent insurance agency. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers customized portfolio management and model-based strategies, with a focus on diversified allocations across multiple asset classes and regular account reviews.

Michael Peschel is a financial advisor at Concurrent Investment Advisors, LLC in Dallas, TX, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Advisors. Outside of his advisory role, he is a passive investor in a trampoline park business and owns an estate planning entity. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors managing about $9.9 billion in assets, employing a long-term investment approach with customized portfolios.

Laura Skalak is a financial advisor with Advisor Resource Council, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Advisor Resource Council since 2012 and also has a tenure at LPL Financial dating back to 2010. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, retirement plan consulting, and referrals to third-party money managers and LPL advisory programs. The firm employs actively managed strategies that combine artificial intelligence tools with fundamental analysis, offering diversified portfolios reviewed at least annually.

Gunnar Soland is a financial advisor with Momentum Independent Network Inc. in Arlington, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Momentum Independent Network since 2005. Outside of his advisory role, he serves as a soccer referee for the Texas Association of Sports Officials and volunteers as the treasurer for his homeowners association. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet for investment management and offers a range of customizable strategies, including tax-aware and municipal bond options, integrated with Hilltop affiliates.

Tyler Holloway is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones, PM Squared Financial, and LPL Financial prior to joining Arkadios. He is also involved with Stewardship Wealth Management, LLC, an investment-related business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing advisor-managed Crest accounts, a bundled Peak wrap program, third-party money managers, and financial planning. The firm supports discretionary account management with an internal portfolio team and integrates multiple advisory and broker-dealer entities within its operating model.

Richard English is a ChFC®-designated financial advisor with 26 years of industry experience. He is currently with FourStar Wealth Advisors, LLC and Nobles & Richards Inc, having previously worked at LPL Financial LLC. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages portfolios primarily on a discretionary basis, utilizing both fundamental and technical analysis, and offers tailored wealth management services including private fund management.

John Abney is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual/United Of Omaha Insurance Company since 1991. Outside of his advisory role, he is an insurance agent selling various health and life insurance products and serves as president of AP Financial, Inc. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting through a network of Investment Advisor Representatives using approved model portfolios and discretionary strategies.

Ashley Furlong is a CFP® professional with two years of industry experience, currently with Forvis Mazars Wealth Advisors, LLC. Her prior experience includes roles at FORVIS Wealth Advisors LLC, Willis Johnson & Associates, IMG Financial Group, and positions in education at Texas A&M University and North Central Texas College. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm provides financial planning, investment management, consulting, and family-office services, managing approximately $12 billion in assets and integrating coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Sanden Leavers is a financial advisor at BakerAvenue in Southlake, TX, holding a Series 65 designation with one year of industry experience. Prior to joining BakerAvenue in 2025, Leavers was unemployed and has no prior advisory work history. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, typically under discretionary mandates. The firm employs a multi-strategy investment approach that includes fundamental, quantitative, and technical analysis, along with tactical asset allocation.

Matthew Gallagher is a CFP® professional with 12 years of industry experience, currently serving at Creativeone Wealth, LLC. He has previously worked at Prosperity Wealth Management, Gallagher & Sons Wealth Management, Change Path, Client One Securities, and Gallagher Financial Group. Outside of his advisory role, he is involved in offering fixed insurance products through Prosperity Wealth Management, LLC. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a diversified investment approach using proprietary ETF-based models, third-party managers, and option strategies, supporting tailored client solutions across its large enterprise platform.

Rocky Campbell is a Series 65 licensed advisor with Gibbs Wealth Management, LLC, based in Fort Worth, TX. He has two years of industry experience and previously worked at Hybrid Wealth Management and Hybrid Financial. Gibbs Wealth Management offers discretionary investment advisory services primarily to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists to implement model portfolios. The firm focuses on selecting and monitoring model portfolios rather than managing individual securities or providing standalone financial planning.

Thomas Smith is a financial advisor at Legacy Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Realta Investment Advisors, Inc., Realta Equities, Inc., and Capital Markets IQ. Smith also operates Bering Financial, LLC, a life insurance and fixed annuity sales business. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies including in-house models, sub-advisers, and alternative investments tailored to clients’ objectives and risk tolerances.

Steven Harlass is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Thrivent Investment Management Inc and Thrivent Financial since 2014. Outside of his advisory role, he serves as an elder at Soulthirst Church, a Lutheran congregation in the Dallas–Fort Worth area, where he participates in leadership, worship, and community support activities. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by offering portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes customized long-term investment strategies using diversified mutual funds, ETFs, individual securities, and alternative investments, managing approximately $6.8 billion in client assets.

Nicholas Trevino is a financial advisor at Global View Capital Management LLC with three years of industry experience and holds a Series 66 designation. Prior to joining Global View, he worked at Fidelity Investments and has been involved in entrepreneurial ventures, including founding and leading Trident Sailing Academy as owner and lead instructor. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, algorithm-driven approach to portfolio management and offers customized model strategies alongside a variety of account options.

Lenny Martinez is a financial advisor at Simplicity Wealth with 11 years of industry experience. He holds a Series 65 credential and has worked previously at Brokers International Financial Services, Secure Investment Management, JD Mellberg Financial, and ArmOne Insurance. Outside of his advisory role, Martinez serves as president of Futurenvest Consulting and is involved in financial wellness education as a workshop presenter for the Association of Financial Educators. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional investors. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios and managed account platforms for advisers, along with technology and operational support services.

Sean Kernan is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Advisor Resource Council since 2012 and also maintains a long-standing relationship with LPL Financial since 2009. Outside of advising, he operates a blog titled "How To Find A Financial Advisor." Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting through a network of investment adviser representatives. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across diversified portfolios.

Anthony Gibson is a financial advisor with Avantax Planning Partners, Inc. based in Dallas, TX. He holds a Series 65 credential and has one year of industry experience. Prior to joining Avantax, he worked at Cetera and owns a virtual tax practice, MMG Tax Group LLC, which focuses on tax resolution, planning, and preparation. He also manages Gibson Wealth Management, providing advisory services and insurance products through Avantax and Cetera. Avantax Planning Partners, Inc. offers portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets with an investment approach centered on firm-designed style allocation models and tax-intelligent strategies.

Cody Stansell is a CFP® professional with seven years of industry experience. He is currently with Victory Financial Group and has previously worked at SageSpring Wealth Partners, Waterworth Wealth Advisors, and High Ground Advisors. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm manages client assets through in-house teams and third-party managers using diversified, asset-allocation model portfolios guided by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.