Joseph Nappi is a financial advisor with Legacy Folios, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Csenge Advisory Group, Peak American Investment Advisors, Bank of America, Merrill, and Citigroup. Outside of Legacy Folios, he serves as Chief Risk Officer at Goldlake Capital Partners. Legacy Folios provides discretionary portfolio management primarily to individuals and high-net-worth clients, utilizing mutual funds, ETFs, equities, fixed income, and real estate funds. The firm’s investment approach combines multiple analytical methods and strategic asset allocation to align portfolios with clients’ risk tolerance and time horizons.

Brian Megenity is a financial advisor at Blue Monarch Financial Inc. in Greenville, TX, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked at numerous financial firms throughout his career and owns a consulting business providing services to broker/dealers. Blue Monarch Financial Inc. serves individual and high-net-worth clients with portfolio management, retirement income planning, tax and estate planning, and insurance planning. The firm uses a combination of asset-allocation frameworks, technical analysis, and both long- and short-term trading, often employing third-party sub-advisers for portfolio execution and back-office support.

Michael Digiacinto is a Chartered Financial Consultant (ChFC®) with 25 years of industry experience. He has been with Worth Financial Group Inc. since 2018 and previously held roles at Financial Planning of McKinney and multiple 1st Global entities. Outside of his advisory work, he is also a licensed CPA and an independent agent involved in the marketing and sales of traditional insurance products. Worth Financial Group provides discretionary portfolio management services primarily to individuals and high-net-worth clients. The firm employs a cyclical security analysis approach, integrating fundamental, technical, and charting methods to tailor portfolios based on client risk tolerance and objectives.

Scott Evans is a CFP® and CFA® charterholder with 13 years of industry experience. He currently works at Liberty Atlantic Advisors and has held positions at firms including Beacon Global Advisor Network and Northwestern Mutual. He is also a licensed insurance agent involved in insurance product sales. Liberty Atlantic Advisors is a team-based SEC-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and sub-advisory services. The firm’s investment approach emphasizes fundamental analysis and longer-term portfolio construction with diversified allocations, including the use of third-party sub-advisers for specialized strategies.

Sheree Stacy is a financial advisor at Worth Financial Group Inc. with 33 years of industry experience. She has held Series 63 and Series 65 licenses and has worked at Worth Financial Group since 2009, following five years at Wells Fargo Clearing. In addition to her advisory role, she is also an insurance agent specializing in life insurance and fixed annuities. Worth Financial Group provides discretionary portfolio management services primarily to individuals and high-net-worth clients. The firm employs a cyclical security analysis approach that combines charting, fundamental, and technical methods, and customizes portfolios based on clients' objectives and risk tolerance.

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. He is currently with Alden Investment Group and previously worked at Triad Advisors, Kestra Investment Services, Burns-Fazzi, Brock, and Newport Group Securities. Alden Investment Advisors provides 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, using a customized investment approach that incorporates proprietary strategies, third-party managers, and technology platforms for comprehensive asset management.

Walter Nelson is a financial advisor with Cabin Advisors, LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. His career includes roles at Kingsmont Capital, Inc., Arete Wealth Advisors, and Guardian Life Insurance Company. Outside of his advisory work, Nelson is involved in motivational speaking and corporate coaching through a business he partially owns and serves on the board of a nonprofit supporting Fort Worth police officers. Cabin Advisors, LLC serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships. The firm provides financial planning and portfolio management services, employing both discretionary and non-discretionary strategies with an investment approach that includes fundamental, technical, and asset-allocation analysis.

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.

Quan Nguyen is a financial advisor with Catalyst Wealth Management LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Innovation Partners LLC, GWN Securities, Inc, and Equitable Advisors, LLC. Outside of his advisory work, he is a licensed insurance agent and registered representative. Catalyst Wealth Management LLC provides portfolio management and retirement-plan services to individuals, high-net-worth clients, and employer retirement plans. The firm primarily employs turnkey asset management programs and 401(k)/403(b) plan administration, managing approximately $105 million in assets for over 9,500 clients.

Jaya Prakash Gadela is a financial advisor at Life, Inc. Retirement Services with one year of industry experience. He holds a Series 65 designation and has previous work experience at Computer Concepts Inc, Finvest Financials LLC, Hegemon Group International, RJHub Solutions LLC, and Ameritek Global Inc. Life, Inc. Retirement Services provides portfolio management, financial planning, and pension/401(k) consulting primarily to retail clients and employee benefit plans. The firm uses fundamental and quantitative analysis alongside modern portfolio theory and focuses on long-term trading, managing both discretionary and non-discretionary accounts with total assets under management of approximately $91.6 million.

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.

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.

Luke Martin is a financial advisor with Eversource Wealth Advisors, LLC in McKinney, TX, holding a Series 65 designation and one year of industry experience. Prior to joining EverSource, he worked at Brasfield and Gorrie and spent time at Auburn University Harbert College of Business. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, alongside turnkey asset management and sub-advisory solutions, utilizing multiple investment programs and platforms tailored to client profiles and values.

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.

Matthew Fannin is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 27 years of industry experience. He previously worked at LPL Financial for 14 years and Ameriprise for 13 years. Fannin is involved with multiple affiliated advisory firms, including Advisor Resource Council LLC and Encore Wealth Management. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisors. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and may utilize third-party money managers or wrap programs to implement strategies.

Mindy Kirby is a financial advisor with Kovack Advisors, Inc. in Rowlett, TX, holding a Series 66 designation and 25 years of industry experience. Her prior roles include positions at Beacon Retirement Planning Services and Securities America. She is also president and CEO of Kirby Wealth Management. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, institutions, and government clients, offering portfolio management, financial planning, and access to independent advisor programs through a process supported by Envestnet.

Clifford Hodson is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and 10 years of industry experience. He has previously worked at Retirement Wealth Advisors and operates Comprehensive Financial Solutions, where he serves as president focusing on life insurance and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management and financial planning services to individuals, corporations, and plan sponsors, utilizing a mix of proprietary and third-party strategies including ETFs, mutual funds, and options to manage primarily discretionary accounts.

David Pabin is a financial advisor at Alera Investment Advisors, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services for 20 years. He is also involved with Alera Group Insurance in a capacity related to annuities and life or health insurance sales. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm employs a primarily long-term, fundamental-analysis-driven investment approach and integrates insurance and pension consulting platforms alongside its advisory services.

Steven Blanke is a financial advisor at Calton & Associates, Inc. in Garland, TX, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Calton & Associates since 2017, following an 11-year tenure at Capital Financial Services, Inc. Outside of his advisory role, he owns BAS Advisory Services, LLC, which provides insurance and tax-related services, and he is also involved in fixed annuity and life insurance sales through Insurance Agency Marketing Services, Inc. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm combines fee-based advisory services with commissionable brokerage and insurance products, tailoring investment recommendations to client goals and risk tolerance through a variety of program structures and analytic approaches.