Richard Follett II is a ChFC® credentialed financial advisor with 18 years of industry experience. He is currently affiliated with United Advisors America, where he has worked since 2008. Follett also serves as Senior Vice President of UF Resources Corporation and is an insurance agent for Alliance America Corporation, a life and health insurance agency. United Advisors America serves individual investors, particularly those at or near retirement, as well as pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based investment approach, utilizing model portfolios, tailored asset allocation, and periodic rebalancing, while offering complimentary financial planning upon request.

Matthew Canton is a financial advisor at United Advisors America with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and First United Bank, among other firms. Outside of advisory work, he is involved with Alliance America Corporation, an insurance company. United Advisors America provides investment management services mainly to individuals near retirement and to pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach using customized asset allocations and model portfolios primarily consisting of mutual funds and ETFs.

Michael Cooper is a financial advisor at United Advisors America with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at United Advisors America since 2009 and Alliance America Corporation since 2010. In addition to his advisory role, he serves as a Regional Sales Director at Alliance America Corporation, a life and health insurance agency. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach with customized asset allocations, using mutual funds, ETFs, and select exchange-traded products, while allowing clients to set reasonable investment restrictions.

Robert Koerner is a financial advisor with CLG LLC, holding Series 63, 65, and 66 designations and 39 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Cetera Advisor Networks. Koerner also provides insurance advice as an independent insurance agent. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm offers asset management, financial planning, retirement consulting, and insurance solutions, employing a range of analytical methods and investment strategies including derivatives and digital assets.

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.

James Moore is a CFP® professional with 10 years of experience, currently serving as an advisor at Eclectic Associates, Inc. since 2016. He is based in Gunter, TX, and works as part of an 11-advisor team. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser providing discretionary investment management, integrated financial planning, and consulting services to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets and develops tailored Investment Plans that incorporate diversified mutual funds and ETFs, employing Modern Portfolio Theory with long-term holdings and periodic rebalancing.

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.

Mark Harris is a financial advisor at RPR Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including IHT Wealth Management LLC, Personal Financial Group, LPL Financial, and RBC Capital Markets. Outside of his advisory role, he manages a small real estate rental business. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm employs a value-oriented investment approach and integrates accounting services through an affiliated CPA practice.

Aubrey Paganelli is a financial advisor at United Advisors America with 13 years of industry experience. She holds a Series 65 designation and has worked at United Advisors America and its affiliated entities since 2013. In addition to her advisory role, Paganelli is a full-time insurance agent with Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, using a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios. The firm manages approximately $353.7 million in assets and offers both discretionary and non-discretionary portfolio management alongside complimentary financial planning.

David Bennett is a financial advisor with Expand Financial Group, LLC in Celina, Texas, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior experience includes 12 years at G.A. Repple & Company and running his own firm, David Bennett, Inc., for 15 years. Outside of financial advising, he serves as president of Expand Ministry, LLC and is involved in community church consulting and fundraising coaching, as well as serving on the board of the Excel Leadership Network. Expand Financial Group provides asset and portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a variety of analytical approaches to manage portfolios comprised of stocks, bonds, ETFs, mutual funds, and alternative investments, and serves clients on both discretionary and non-discretionary bases.

Stuart Connelly is a financial advisor at Brooklyn FI, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments for 13 years before joining Brooklyn FI. Brooklyn FI serves individual and high-net-worth clients by providing household-level investment management, financial planning, and retirement-account advisory services. The firm employs a primarily passive investment approach while incorporating specialized external strategies and routinely aggregates held-away assets for comprehensive client portfolio oversight.

Christian Marroquin is a financial advisor with United Advisors America holding a Series 65 designation and has been in the industry for one year. Before joining the firm, he worked at Boeing and Chick-fil-A. United Advisors America serves individual investors, particularly those near retirement, as well as pension and profit-sharing plans, providing investment management and financial planning. The firm applies a Modern Portfolio Theory approach with model portfolios, mutual funds, ETFs, and additional exposure to digital currencies.

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.

Joshua Holden is a financial advisor at Prospera Financial Services, Inc. with 17 years of industry experience. He previously worked at Fisher Investments for eight years and Euro Pacific Capital, Inc. for four years. Holden holds Series 63 and Series 66 credentials. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

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.

Richard Havard is a financial advisor at Calton & Associates, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Dominion Investor Services, Inc. and INVEST Financial Corp. Outside of his advisory role, Havard is involved in digital marketing consulting through his business, Your Digital Pitch, and consults on the use of technology in estate planning with Snug, Inc. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, financial planning, and access to third-party money managers. The firm provides tailored investment recommendations through various program structures and combines fee-based advisory services with commissionable brokerage and insurance products.

Steven Heussner is a ChFC® credentialed advisor with 38 years of industry experience. He is currently affiliated with Accelerate Retirement and has a background that includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Heussner also operates as an independent insurance agent and is involved with Alkeme Insurance Services. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement plan consulting. The firm employs a primarily long-term allocation strategy using a range of investment vehicles and offers services including plan design, provider selection, participant education, and fiduciary support under ERISA.

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.

Dagny Young is a financial advisor with Sunbelt Securities, Inc. in Celina, TX, holding Series 63 and Series 65 credentials and 33 years of industry experience. She previously worked at PTX Securities, Inc. from 2018 to 2020. Outside of her advisory role, she is a 50% owner of Castaway Vacations Inc., a travel agency, and also holds ownership interests in business consulting and project management through The Level Edge, Inc., and a member position in The Tropical Toucan LLC. Sunbelt Securities, Inc. serves individual, high-net-worth, and institutional clients through a network of investment adviser representatives who implement a range of portfolio strategies. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers within a multi-team structure.

Ryan Mcclellan is a financial advisor at Earned Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Fisher Investments and other firms. Outside of advisory roles, he was involved with Sole Sight, an entrepreneurial venture. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm employs a diversified, buy-and-hold investment approach supported by financial planning tools and manages most accounts on a discretionary basis.