Nicholas Bowman is a CFP® certificant with nine years of industry experience, currently affiliated with Integrity Alliance, LLC. His prior roles include several years with Lion Street Advisors and Lion Street Financial, as well as Verite Group, LLC. Outside of his advisory work, he serves as a professor of Insurance and Risk Management at John Carroll University and is active in technology and sales leadership through co-founding XCELA, Inc., which integrates artificial intelligence into business processes. Integrity Alliance, LLC is a large advisory network with more than 300 independent representatives managing approximately $5.4 billion in client assets. The firm offers comprehensive services including portfolio management, financial planning, and third-party manager referrals, serving individual investors, corporations, and qualified retirement plans with a variety of discretionary and non-discretionary investment approaches.

Christopher Lewis is a Series 66-licensed financial advisor with 27 years of industry experience. He has been with &Partners since 2026 and previously worked ten years at Wells Fargo Clearing and five years at Wells Fargo Advisors LLC. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and ERISA consulting services through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis and features municipal advisory capabilities alongside traditional advisory and brokerage services.

Mark Hall is a financial advisor with Eagle Strategies (NY Life) based in Woodway, Texas. He holds the ChFC® and Series 63 designations and has 24 years of industry experience. Prior to joining Eagle Strategies in 2021, he was associated with New York Life Insurance Company and Nylife Securities LLC since 2010, and he operated Hall Financial from 2003 to 2019. Hall is also licensed to sell property and casualty insurance products. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm’s approach includes fee-based advice and co-advisory relationships, with a significant portion of assets managed on a non-discretionary basis.

Andrew Green is a financial advisor with TIAA-CREF in Waco, TX, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He has worked with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to various trusts, estates, partnerships, corporate entities, and small retirement plans. The firm employs a fiduciary standard for its RIA services and offers both model-based and customized portfolio management.

Liza Firmin is a financial advisor with Kestra Advisory in Woodway, TX, holding the CFP® designation and a Series 66 license. She has 13 years of industry experience, including prior roles at Wayne Christian Financial Services and Calderwood Financial Strategies. Firmin serves on the board of Bears for Leadership Reform and is involved in several nonprofit and fundraising activities, including chairing the Saint Paul's Promise Fund. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a wide range of clients, including large institutional investors and sovereign wealth funds.

Denis Comer is a financial advisor at Empower Advisory Group in Waco, TX. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Empower, he was self-employed for three years and worked at HEB Grocery for 18 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Eric Stiba is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Lion Street Advisors and Woodbury Financial Services, among others. Outside of his advisory role, he is a business owner involved in recruiting life insurance and investment advisors and has ownership interests in networks of life insurance professionals. Integrity Alliance is a large advisory network serving individual investors, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party managers, delivering investment advice through various discretionary and non-discretionary strategies.

William Curtiss is a financial advisor with J. W. Cole Advisors, Inc. in Waco, TX, holding a Series 65 designation and 15 years of industry experience. He has worked at J.W. Cole Advisors since 2019 and has operated Curtiss Wealth Management since 2016. In addition to his advisory roles, Curtiss serves as president of Curtiss Insurance Agency, a separate insurance services business he has managed since 2000. J.W. Cole Advisors is a large enterprise firm with over 480 advisors that offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for clients ranging from individuals to institutions. The firm employs a range of investment strategies and supports both discretionary and non-discretionary account management.

Kimberly Sartor is a Series 66-licensed financial advisor at Kestra Advisory with six years of industry experience. Her work history includes roles at Raymond James Financial Services and Extraco Banks prior to her current position. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and investment advice, supporting complex products within a supervisory framework.

Gregory Johnson is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked previously at Lion Street Financial, Ohio National Insurance Company, and THE O.N. Equity Sales Company. Johnson participates in the Estate Planning Team, a membership organization that collaborates with legal and tax professionals to provide capital gains tax deferral strategies, including the Deferred Sales Trust. Integrity Alliance is an enterprise firm with over 300 advisors managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and access to third-party managers via multiple platforms.

Robert Hartland II is a financial advisor at &PARTNERS with six years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Cambridge Investment Research. Outside of his advisory role, he coaches children through an organization called Warrior Way and is an author of inspirational sports-related content aimed at teaching courage to kids. &PARTNERS serves a diverse client base including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies, managing accounts on both discretionary and non-discretionary bases.

Denise Graves is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions, BBVA Securities, Compass Bank, and BBVA Compass Insurance Agency. Outside of her advisory work, she is involved in several entrepreneurial ventures, including Graves Farms and Dirt Roads & Lace. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist account that uses algorithm-driven model strategies with mutual funds and ETFs, primarily serving employees with a defined risk assessment process.

Christina Robb is a financial advisor at Lincoln Investment with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including PNC Wealth Management and Cetera Advisors. She is also a commissioned notary. Lincoln Investment Planning, LLC serves a broad range of clients including individual and high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house investment management and research team that constructs strategic model portfolios and adaptive investment strategies.

Keith Ferguson is a financial advisor at Beacon Pointe Advisors, LLC with 47 years of industry experience. He holds a Series 63 designation and has worked at firms including Raymond James Financial Services, Inc. and Benchmark Private Wealth Management, LLC. Since 2022, he has also been involved with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, using both active and passive strategies across public and private asset classes.

John Barham is a financial advisor at Lincoln Investment with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Lincoln Investment since 2017, following an 11-year tenure at Legend Equities Corporation. Outside of his advisory role, he is involved in insurance sales and services through ownership and management positions in related businesses and serves as a board member for a nonprofit educational foundation. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic portfolios and operates adaptive model strategies.

Ernest Stiba Jr. is a financial advisor at Integrity Alliance, LLC with 42 years of industry experience. He holds the Series 63 designation and has previously worked at Lion Street Advisors, Lion Street Financial, Stiba Financial Group, Inc., and WS Griffith Securities, Inc. He is an owner of Stiba Wealth Management LLC and participates as a referral source in an estate planning team that connects clients with legal and tax professionals for wealth preservation strategies. Integrity Alliance is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm serves a diverse client base including individual investors, corporations, and qualified retirement plans, offering a range of portfolio management, financial planning, and brokerage services with multiple investment approaches.

Bradley Smith is a financial advisor with \u0026PARTNERS in Waco, TX, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Edward Jones. \u0026PARTNERS serves a diverse client base ranging from individuals to large institutions, offering investment management, financial and tax planning, and ERISA consulting services. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, utilizing both proprietary and third-party strategies.

Rebecca Mcgee is a financial advisor at &PARTNERS with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. &PARTNERS serves a diverse range of clients including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and various advisory services using a combination of proprietary and third-party strategies supported by ongoing monitoring and account reviews.

Miller Cunningham is a financial advisor at Morgan Stanley in Waco, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining Morgan Stanley, he held roles at Innovation Partners LLC, Lemnis Capital Group, and the Traditions Club, as well as positions outside finance including work at Messina Hof Estate Winery, Texas A&M University, Southern Roots Brewery, and local schools. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and research.

Michael Robinson Jr. is a financial advisor with Edward Jones in Waco, TX. He holds the Series 66 designation and has five years of industry experience, including 14 years at CIT Bank, N.A. prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.