Brandon Woods is a CFP® with seven years of industry experience, currently serving at Root Financial Partners since 2024. Prior to this, he worked at Buckingham Strategic Wealth, LLC, CWM, LLC, Chessman Wealth Strategies, and Foresters Financial Services. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive allocations using index funds and ETFs, with customized portfolios based on client objectives, risk tolerance, and tax considerations.

W. Fox is a financial advisor at Eversource Wealth Advisors, LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked with Northwestern Mutual Wealth Management Company and affiliated firms for over 15 years. Fox is also an independent insurance agent licensed to sell non-variable insurance products. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, retirement plans, and institutional relationships. The firm offers wealth management, portfolio management, financial planning, and specialized services such as outsourced CIO solutions and private market access.

James Mars is a CFP® with 39 years of industry experience, currently serving at Balefire, LLC. He has held positions at Purshe Kaplan Sterling Investments and LPL Financial LLC, and is the CEO of Fuse Partners, LLC dba VisionPoint Advisory Group. Outside of his advisory work, he is involved in the sale of fixed and traditional insurance products and manages a personal LLC for business-related expenses. Balefire, LLC serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities, providing discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment approach centered on an Investment Committee that develops model portfolios using a core-plus-tactical philosophy and licensed third-party research.

Colton Shields is a CFP® and holds a Series 66 license with three years of industry experience. He is currently affiliated with Geneos Wealth Management, Inc. and Professional Wealth Management Group. His background includes work at both firms since 2021. Outside of advisory work, he is an independent representative with various insurance carriers for fixed insurance sales. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services with an investment process that includes continuous account monitoring, discretionary trading, and a range of analytic approaches and strategies.

Luke Tolson is a financial advisor at Prospera Financial Services, Inc. with 13 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Tolson provides accounting and business consulting services for DOT Compliance Group. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors, offering investment advisory and financial planning services via multiple platforms and customizable portfolio management options.

Nicholas Yokley is a financial advisor at Signal Advisors Wealth, LLC in Fort Worth, TX, holding a Series 65 designation. He has experience dating back to 2015, including roles at American Senior Benefits and Legacy Retirement Solutions. Outside of advisory work, he is also an insurance agent specializing in the sale of various insurance products. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent RIAs through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

Charles Elhoff Jr. is a CFP® and ChFC® with 52 years of experience in the financial services industry. He is currently affiliated with Great Valley Advisor Group, LLC and has previous experience at Good Life Advisors, LLC, LPL Financial, and Level Four Advisory Services, LLC. Elhoff also serves as a FINRA arbitrator and is a licensed life insurance counselor and agent. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, combining in-house strategies with third-party managers and platforms to tailor portfolios to client objectives.

Sherry Echart is a financial advisor with HUB Investment Partners, LLC in Arlington, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior roles include positions at TCG Advisors, LP and National Life Group. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individual investors, institutions, and public entities. The firm combines internally managed model portfolios with customized allocations and employs a range of advisory platforms, serving as a fiduciary for retirement plan and IRA accounts.

Juan Rosas is a financial advisor at Ally Invest Advisors with seven years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Ally Invest Advisors, Rosas worked at TD Ameritrade and Ally Invest Securities. Outside of his advisory role, he owns Rosas Construction, a construction and remodeling business. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm uses ETF-based model portfolios across five risk tiers and offers automated as well as advisor-delivered personal investment advice.

Michael Elias is a financial advisor with Thurston Springer Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory work, Elias owns two businesses: Elias Financial Network LLC, a financial practice, and Elias Innovations, LLC, which produces drinkware for bottles. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and charitable institutions, offering services such as financial planning, portfolio management, and retirement-plan consulting. The firm employs investment strategies like Tactical Momentum and Earnings Momentum and operates wrap fee programs while providing both discretionary and non-discretionary retirement-plan investment management.

Cory Chmelka is a CFP® professional with 10 years of industry experience, currently serving as an advisor at United Capital Financial Advisors. His prior experience includes roles at Apexium Insurance Services, Apexium Financial, Soundwatch Capital, and Capstone Wealth Management. He is also licensed as an insurance agent for life, health, and annuity products and maintains ownership interests in related financial and insurance entities. United Capital Financial Advisors offers national financial planning and discretionary investment management to a diverse client base, including high-net-worth individuals and institutional accounts. The firm’s approach integrates customized asset allocation and access to a broad range of investment strategies, supported by a platform that includes technology services and an extensive affiliate network.

Joshua Hoff is a financial advisor at Concurrent Investment Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at IPI Wealth Management and Investment Planners, Inc from 2007 to 2024. Hoff also serves as an independent contractor for Wealth Partners Alliance. 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 serves over 10,000 clients with approximately $9.9 billion in assets under management, employing a long-term investment approach with customized portfolios.

Travis Martin is a financial advisor at Geneos Wealth Management, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Martin also operates Weaver, Ware & Martin Wealth Management and Advisory Services and serves as an independent representative for fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser that provides financial planning, portfolio management, and referrals to third-party money managers for a diverse client base including individuals, trusts, estates, and institutions. The firm utilizes a blend of fundamental and technical analysis with various investment strategies to deliver customized or model-based portfolio solutions.

Kyle Blair is a financial advisor with Prospera Financial Services, Inc. in Grapevine, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Charles Schwab & Co., Inc., Mr Cooper, Caliber Home Loans, and Quicken Loans. Prospera Financial Services, Inc. is a multi-team adviser and dually registered broker-dealer managing approximately $12.4 billion across about 207 advisors in 140 offices. The firm serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning through various platforms and customizable portfolio strategies.

Giovanni Flores is a financial advisor at Geneos Wealth Management, Inc. with six years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, he operates as an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and customizable portfolio options.

Erica Rodriguez is a financial advisor at MissionSquare Retirement with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities LLC and JP Morgan Chase Bank NA prior to joining MissionSquare. In addition to her advisory role, she provides notary signing services. MissionSquare Retirement serves state and local government employers, their employees, and select non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services with investment advice developed by Morningstar Investment Management.

Kurt Koke is a financial advisor with Prospera Financial Services, Inc. in Hurst, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Prospera Financial Services since 2004. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services via multiple platforms and customizable portfolio strategies.

Leah Collette is a financial advisor at BOK Financial Private Wealth, Inc. with nine years of industry experience. She has worked at Northern Trust and its affiliate entities for over a decade before joining BOK Financial in 2026. Collette holds Series 65, Series 63, and Series 66 licenses. BOK Financial Private Wealth, Inc. offers investment management and wealth advisory services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other legal entities. The firm customizes investment programs based on client objectives and risk tolerances, utilizing a diversified approach and sub-advisors, and operates as a wholly owned subsidiary of BOK Financial Corporation with formal affiliations to banking, broker-dealer, and investment management entities.

Jeremy Witbeck is a CFP®, CFA®, and Series 65-registered financial advisor at RWA Wealth Partners with 13 years of industry experience. He previously worked at Adviser Investments, LLC and Polaris Greystone Financial Group, LLC. In addition to his advisory career, he serves as an adjunct lecturer at California Lutheran University, teaching graduate-level financial planning courses. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored plans. The firm emphasizes strategic asset allocation and uses an open-architecture platform combining mutual funds, ETFs, separate accounts, and private pooled vehicles, supported by customized fixed income management and a mix of fundamental and quantitative strategies.

Emma Egan is a financial advisor at Soltis Investment Advisors, LLC with three years of industry experience. She previously worked at Fisher Investments for five years and has held roles at Learfield IMG and the University of Oregon. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base, including individuals, institutions, and trusts. The firm manages approximately $13 billion in client assets and employs an investment process based on Modern Portfolio Theory, combining quantitative screening with qualitative manager due diligence across a range of asset types.