Michael Lemich is a CFP® professional with 11 years of experience in financial advisory. He currently works at RFG Wealth Advisory and has prior experience at LPL Financial, SagePoint Financial, and Boda Financial Group. RFG Wealth Advisory serves individual and high-net-worth clients by providing wealth management, financial planning, and portfolio consulting. The firm manages discretionary and non-discretionary accounts and applies a range of investment strategies including derivatives and options within separately managed accounts.

Nicole Fahnestock is a financial advisor at Larson Financial Group, LLC with a Series 66 designation and one year of industry experience. Her prior roles include positions at Thrivent Financial, Thrivent Investment Management Inc, White Coat Student Loan Consulting, MassMutual, and the Association of American Medical Colleges. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs using both strategic and tactical approaches and offers various consulting and management services for individuals, trusts, corporations, nonprofits, and pension plans.

Giovanni Malatesta is a financial advisor at Secure Asset Management, L.L.C. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Investment Services, Wells Fargo Clearing, and BBVA-affiliated entities. Secure Asset Management primarily serves individual clients across various wealth levels, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a disciplined investment approach combining fundamental, technical, and cyclical analysis and frequently utilizes third-party money managers and held-away account management.

Matthew Beaver is a financial advisor with Inspire Advisors, LLC, holding Series 66 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Ameriprise Financial Services, Grit Wealth Management, and Cyberguide. In addition to his advisory work, he serves as a business development manager for Factur, focusing on client prospecting in the manufacturing sector. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, high-net-worth individuals, institutions, charitable organizations, broker-dealers, and other advisers. The firm integrates Biblically Responsible Investing using proprietary tools and employs a range of analysis methods and sub-advisory relationships to construct portfolios.

Anthony Kulhanek is a financial advisor at Realta Investment Advisors, Inc. with 36 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Titan Securities and Crescent Advisors Group. Kulhanek is also president of Kulhanek Investment Specialty Services, an entity focused on asset protection. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension plans, and institutional clients. The firm utilizes a personalized approach to asset allocation across various investment vehicles and supports a range of third-party manager programs and retirement-plan consulting services.

Charles Bingham is a CFP® with 21 years of industry experience, currently serving as an advisor at Sunbelt Securities, Inc. since 2010. He holds the Series 66 designation and has been involved in fixed life insurance sales on a limited basis outside of his advisory role. Sunbelt Securities manages approximately $2.0 billion across a diverse client base including individual investors, charitable organizations, and corporate clients, offering portfolio management, financial planning, and access to third-party money managers through a network of independent advisory representatives.

Steven Collier is a financial advisor with Independent Wealth Network, Inc., holding Series 65 and Series 63 licenses and bringing eight years of industry experience. Before joining Independent Wealth Network in 2019, he worked at TD Ameritrade and Broker Dealer Financial Services Corp. Collier also serves as a firefighter and EMT with the Fort Worth Fire Department. Independent Wealth Network advises individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations, offering wealth management, financial planning, and consulting services. The firm supports clients with discretionary portfolio management that may include diverse investment strategies and oversight of held-away accounts, utilizing third-party models and managers.

Victor Sanchez is a financial advisor at Verity Asset Management with one year of industry experience. He holds a Series 65 designation and previously worked for Albuquerque Public Schools for 16 years. Outside of his advisory role, he is involved with a nonprofit organization, Behind The Flag, Inc., where he serves as a board member and helps organize training and fundraising events. Verity Asset Management is an SEC-registered firm providing discretionary portfolio management, retirement-plan advisory, and financial planning services to individual, corporate, and institutional clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party manager models.

Connor Rigg is a Series 65-licensed advisor at Independent Wealth Network, Inc. based in Sanger, TX, with no prior industry experience. He has worked as a mechanical engineer specializing in hydraulics at Lockheed Martin since 2018. Outside of his advisory role, Rigg serves as president and owner of Blue Bird Holdings LLC. Independent Wealth Network, Inc. provides wealth management and financial planning services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and utilizes third-party managers and models to oversee approximately $518 million in client assets.

Danny Chapman is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 designations and bringing 43 years of industry experience. His prior work includes tenures at Wells Fargo Advisors Financial Network LLC and Merrill. He has been with Prospera since 2019. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

David Rigg is a Series 66-licensed advisor with Independent Wealth Network, Inc., bringing 10 years of industry experience. He has worked at KFA Financial and Independent Wealth Network since 2018 and holds a long-term role as Chief Pilot Network Operations Center at Southwest Airlines. Outside of financial advising, he teaches leadership courses through Tribe & Trust Leadership. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers tailored investment strategies using fundamental and technical analysis, discretionary portfolio management, and access to third-party managers and model portfolios.

Michael Brandone is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has worked with multiple firms, including GLP Investment Services, LLC and Veritas Independent Partners. Besides advisory roles, Brandone is also an insurance agent specializing in life insurance and annuities and serves as a FINRA arbitrator. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs advanced strategic asset allocation methods and offers supplemental services such as 529 plan assistance and plan-sponsor investment policy reviews.

M F Long II is a financial advisor with Calton & Associates, Inc. in Denton, TX, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Calton & Associates since 2016 and also operates under First Financial Services Group since 2015. Outside of advising, he is an agent for LegalShield, providing prepaid legal services. Calton & Associates serves individual investors, retirement plans, trusts, and estates by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both discretionary and non-discretionary management with multiple program structures and integrates commission-based brokerage and insurance products alongside asset management services.

Bryson Beirne is a financial advisor at Savvy with 10 years of industry experience. He holds a Series 65 credential and previously worked at Fisher Investments for 11 years. Outside of his advisory role, he is a partner and driver for a ride-sharing service. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans alongside active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and fintech tools to support a range of portfolio and wealth management needs.

Raul Rodriguez Jr. is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Compound Planning, Capital Advisors, Robinhood Financial, and J.P. Morgan Securities, as well as service in the U.S. Marine Corps. Signal Advisors Wealth provides investment management and financial planning services to retail and independent registered investment adviser clients. The firm employs a top-down, macro-environmental investment approach focused on tactical asset allocation and sector rotation, managing over $1.3 billion in discretionary assets through a team of ten advisors.

David Durham is a financial advisor with Foundations Investment Advisors LLC in Denton, TX, holding a Series 65 designation and two years of industry experience. Prior to joining Foundations, he worked at Stander Financial and held various roles in technology and real estate firms from 2016 to 2024. He is also involved in managing client investment accounts and insurance sales through Stander Financial. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, offering tailored advice through model portfolios and employs third-party sub-advisers and custodians.

Clifton Higgs is a financial advisor with BFC Planning, Inc. in Denton, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Cambridge Investment Research and Securities Management and Research. Outside of advisory work, he is involved in independent insurance agencies, focusing on health, property, and casualty insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional plans through a network of approximately 200 advisors. The firm provides financial planning and portfolio management services with a range of investment platforms and strategies, emphasizing client-specific approaches and operational features such as a formal review process for 12b-1 fees.

John Shea is a financial advisor with First Advisors National, LLC in Denton, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has operated Shea Wealthcare since 2012. Outside of advising, Shea is an independent insurance agent through TriQuest USA and is involved in a tax referral business in West Palm Beach, FL. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, focusing on investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process emphasizes selecting and monitoring outside money managers and supplementing with individual securities analysis.

Adam Lucart is a Series 66-licensed financial advisor with eight years of industry experience. He currently works at Principal Advised Services in Corinth, TX, and has prior experience at Charles Schwab & Co., Inc. and Fidelity Brokerage Services, LLC. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. As part of the Principal Financial Group family, the firm combines proprietary models and third-party methodologies to deliver advice supported by dedicated governance and supervision teams.

Guy Jones is a CFP® with 42 years of industry experience, currently serving at BFC PLANNING, Inc. since 2012. He has a long tenure in financial services, including roles at Securities Management & Research, Inc. and American National Insurance dating back to the early 1980s. Outside of advisory work, he is president of G&L Concepts, managing sales representatives and personal insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional clients through approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and sub-advisory services, utilizing various platforms and strategies tailored by individual advisers.