Joshua Gideon is a CFP® with 14 years of industry experience, currently with Richard P. Slaughter Associates, Inc. He has previously worked at Charles Schwab and Charles Schwab Bank. Outside of his financial advisory roles, he was involved with Utopian Bartending for nine years. Richard P. Slaughter Associates, Inc. provides wealth management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm combines active asset management with comprehensive financial planning, employing various investment strategies including options and manager selection, and offers both discretionary and nondiscretionary account management.

Guy Collins is a CFP® with 25 years of industry experience, currently serving at Alden Investment Group. His prior roles include positions at OSAIC, Triad Advisors, Kestra Investment Services, and Burns-Fazzi, Brock. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm specializes in retirement programs and executive benefits for small and mid-sized employers and employs customized asset allocations using proprietary strategies and third-party managers, supported by the Alden COVE platform for integrated asset management.

John Ryer is a financial advisor at Nobles & Richards Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Farmers Insurance and Foundations Investment Advisors, LLC. Outside of his advisory role, he is involved with Yrefy, LLC and operates the Win Group Insurance John Ryer Agency. Nobles & Richards Advisors, LLC serves individual clients, pension and profit-sharing plans, charitable organizations, state and municipal entities, and corporate clients. The firm provides investment advisory, financial planning, and consulting services, primarily using a non-discretionary approach with fundamental and market-based investment analysis.

Walter Nelson is a financial advisor with Cabin Advisors, LLC in Rockwall, TX, holding Series 66 and Series 63 credentials and 15 years of industry experience. His prior roles include positions at Arete Wealth Advisors LLC, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory work, he is involved in motivational speaking and corporate coaching through Bethany Williams Enterprises and serves as a board member and partner of Blue Line Ambassadors, a nonprofit supporting Fort Worth police officers. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across a team of 14 advisors. The firm provides financial planning, portfolio management, unified managed accounts, and sub-advisory services, employing a blend of fundamental, technical, cyclical, and asset-allocation analysis in its investment approach.

John Campbell is a financial advisor with Benefit Financial Services Group and holds Series 63 and Series 65 licenses. He has 21 years of industry experience and has been with Benefit Financial Services Group since 2007. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, institutional pension consulting, and tax preparation services, focusing on diversified, outcome-oriented portfolios that may include ESG strategies and cryptocurrency exposure with client consent.

Ian Fritz is a financial advisor at Castleview Partners, LLC in Dallas, TX, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Fisher Investments. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, offering both discretionary portfolio management and access to third-party money managers. The firm uses a combination of internally managed models, third-party model marketplaces, and direct holdings, supported by its aiAlpha platform which delivers operational and trading services to Castleview-managed and external accounts.

Spiro Nanakos is a financial advisor at Golden Eagle Capital Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. since 2022. Nanakos also serves as Director of Consulting Services at JHME Real Estate Advisors, where he oversees construction monitoring and technical due diligence for real estate projects. Golden Eagle Capital Advisors is an SEC-registered investment adviser that provides portfolio management, retirement plan consulting, and fiduciary services to individuals, trusts, estates, and business entities. The firm employs fundamental and technical analysis, manager due diligence, and periodic rebalancing in its asset management programs, serving both U.S. and non-U.S. clients.

Robert Poynor III is an advisor at Castleview Partners, LLC and holds Series 65 and Series 63 credentials. He has worked in the financial industry since 2012, with prior roles at Reino Capital, Mercer Advisors, Compass Retirement, and Cain Financial Solutions. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans. The firm delivers tailored strategies through a combination of internally managed models, third-party money managers, and direct holdings, supported by its aiAlpha platform, which offers operational support to both Castleview and third-party advisers.

Ilonka Nobles is a financial advisor at Nobles & Richards Advisors, LLC with 28 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Nobles & Richards Advisors since 2016, having previously worked at Nobles & Richards, Inc. since 2008. Outside of financial advising, Nobles is the owner and consultant at Telemarketing Law Compliance, LLC. Nobles & Richards Advisors, LLC provides investment advisory, financial planning, and consulting services to individual clients, pension and profit-sharing plans, charitable organizations, state and municipal entities, and corporate clients. The firm employs a mainly non-discretionary investment approach, incorporating fundamental and market-based analysis, and offers access to various investment strategies including structured products and sub-advised models.

Jennifer Ziesk is a financial advisor with Kilter Group, holding Series 63 and Series 65 designations and 21 years of industry experience. She has previously worked at Lifetime Wealth Management P.C. and BFT Financial Group, LLC. In addition to her advisory role, she is licensed as an insurance agent, spending less than 10% of her time on this activity. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension/retirement-plan sponsors. The firm employs a top-down, macro tactical asset-allocation approach with sector rotation and uses technology-enabled tools for portfolio management and financial planning across multiple offices.

James Sarandis is a financial advisor with Cabin Advisors, LLC, holding a Series 66 designation and eight years of industry experience. He has prior experience at Arete Wealth Management LLC and Guardian Life Insurance. He is also a partner at Arno Wealth, LLC, providing investment-related, tax, and financial planning services. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm offers financial planning, portfolio management, and unified managed accounts, with an investment approach that includes fundamental, technical, cyclical, and asset-allocation analysis.

Cipriano Gomez is a financial advisor at Nobles & Richards Advisors, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at firms including The Vanguard Group, Inc. and Charles Schwab. Outside of advisory roles, he is involved with Yrefy, LLC, a securities sales business, and works part-time in restaurant hospitality. Nobles & Richards Advisors, LLC provides investment advisory, financial planning, and consulting services to individual clients, institutional investors, and charitable organizations. The firm primarily operates on a non-discretionary basis, combining fundamental and market-based investment analysis with multiple custodial and sub-advisory arrangements.

Jeffrey Schiller is a financial advisor at BFC Planning, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BFC Planning and Berthel Fisher & Company Financial Services since 2012. Outside of his advisory role, he serves as the Financial Vice President for Congregation Tiferet Israel in Plano, TX, and is president of Schiller Wealth Asset Group, a sole proprietorship focused on investments. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets through a network of independent adviser representatives who utilize various program structures and investment strategies.

Roger Leibowitz is a financial advisor with CL Wealth Management LLC, holding a Series 66 designation and 26 years of industry experience. He has worked with Cabot Lodge Securities LLC and World Equity Group Inc. and has been with CL Wealth Management since 2013. Leibowitz serves on the advisory board of the Morris Brown College Foundation, providing occasional input on foundation decisions. CL Wealth Management LLC is a multi-advisor firm serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies to clients’ objectives and risk tolerance through a combination of fundamental and technical analysis.

Brooks Morrow is a financial advisor at Highpoint Planning Partners with eight years of industry experience and holds a Series 66 designation. His prior roles include positions at LPL Financial LLC and Advisor Resource Council. Outside of advisory work, he owns two small businesses, Tomorrowsassets and Alora Distribution, both based in Lantana, Texas. HighPoint Advisor Group serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, and retirement plan advisory services, using fundamental analysis and various investment platforms to tailor portfolios across asset classes.

Ronald Glasgow II is a CFP® professional with 23 years of industry experience, currently serving at Calton & Associates, Inc. His prior roles include positions at Quincy Wells Capital, ElmTree Funds, and Eagle Point Credit Management. Outside of his advisory work, he volunteers as a mentor for the North Texas Veteran's Court. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers various program structures and combines both fee-based and commissionable products through its dual registration as an investment adviser and broker-dealer.

Anthony Scalia is a financial advisor at FourStar Wealth Advisors, LLC with 32 years of industry experience. He holds a Series 63 license and has worked at FourStar since 2023. His prior experience includes roles at Nobles & Richards, GVC Capital LLC, and Woodbury Financial Services. Outside of finance, Scalia is a managing partner of Humm Energy and co-owner of a self-storage business. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, discretionary portfolio management, and retirement-plan consulting, employing a blend of fundamental and technical analysis with portfolios tailored to client risk tolerance and time horizon.

Lacey Buteyn is a financial advisor at Kingswood Wealth Advisors, LLC with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Level Four Advisory Services and LPL Financial. Outside of finance, she is involved in Bodybump Fitness as a yoga instructor and health coach. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform and integrates affiliated financial entities to support insurance-linked account management.

Mindy Kirby is a financial advisor at Kovack Advisors, Inc. with 24 years of industry experience. She holds the Series 66 designation and has worked at Kovack Advisors since 2020, following prior roles at Securities America and Beacon Retirement Planning Services. Kirby is also president and CEO of Kirby Wealth Management, a separate business focused on investment-related activities. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm employs a diversified investment approach primarily using mutual funds and ETFs, and offers discretionary and non-discretionary asset management along with financial planning and third-party manager recommendations.

Christopher Habib is a CFP® with seven years of industry experience currently advising at Abacus Wealth Partners since 2019. His prior experience includes roles at Sullivan, Bruyette, Speros & Blayney and Monument Wealth Management. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, trusts, charitable organizations, and business entities. The firm employs a passive-oriented, asset-class investment approach and incorporates ESG screening upon client request, while also sponsoring the Align Impact private fund for qualified investors.