Russell Boaz is a CFP® and Series 63 registered advisor with 18 years of industry experience. He is currently affiliated with CFO4Life Group, LLC and Ausdal Financial Partners, where he has worked since 2013. In addition to his advisory roles, he provides tax planning services through a separate business. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities by offering comprehensive financial planning, discretionary investment management, retirement plan advisory, corporate financial wellness programs, and cash-management solutions. The firm’s investment approach emphasizes diversified asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments, managing most accounts on a discretionary basis with ongoing portfolio monitoring and periodic reviews.

Daniel Korth is a financial advisor with Truvestments Capital LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Prosperity Financial Group, Inc. and World Equity Group. Outside of advising, he assists clients with estate planning documentation and is involved in business cost reduction programs through Integrity Business Solutions. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, financial planning, consulting, and sub-advisory services, and manages a private investment vehicle focused on long-term Bitcoin holdings.

John Roppolo is a financial advisor at Howard Financial Services, Ltd. in Dallas, TX, holding a Series 65 designation with eight years of industry experience. He previously worked at PegasusAblon from 2013 to 2016 before joining his current firm in 2017. Howard Financial Services, Ltd. is a fee-only wealth management firm serving high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm offers personalized investment management and financial planning through its HFS Wealth Management and HFS Capital Partners divisions, implementing strategic asset allocation across various asset classes and managing most client accounts on a discretionary basis.

David Droppo is a CFP® with 21 years of industry experience, currently serving at Apeiron and Parallel Advisors, LLC. He previously worked at WFG Investments for five years. Outside of his advisory roles, he owns a business management entity, PAAK-EDGE, LLC, and acts as an independent insurance agent, dedicating about 10% of his time to selling recommended insurance products. Apeiron provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, churches, and institutions. The firm employs a holistic, discretionary approach to portfolio management that combines various analytical methods and utilizes both in-house and third-party investment programs.

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 Burandt is a CFP® with 32 years of industry experience, currently serving as an advisor at Worth Asset Management. He has worked previously at Harbor Wealth Management and Worth Financial Group Inc. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and retirement plans, combining various security analysis methods and utilizing outside managers while maintaining overall advisory responsibility.

Ansley Dale is a financial advisor at Guidestone Advisors with one year of industry experience. Prior to joining Guidestone, Dale worked at Merrill for two years and has professional experience at Baylor University and Prestonwood Christian Academy. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, utilizing model portfolios that primarily include affiliated GuideStone Funds under a faith-based investing policy.

Beth Johnson is a financial advisor with Worth Asset Management in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. She has worked at firms including Morgan Stanley Smith Barney, Morgan Stanley Private Bank, RBC Capital Markets, and City National Bank. Outside of her advisory role, Johnson is an independent insurance agent involved in the marketing and sales of traditional insurance products. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm employs a blend of security analysis techniques and utilizes outside managers and turnkey asset management relationships to tailor portfolios according to client objectives.

Jeffrey Broaddus is a financial advisor at ISC Advisors, Inc. in Dallas, TX, with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Personal and Workplace Advisors and MMA Securities LLC. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and institutional clients, offering financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services. The firm manages approximately $1.54 billion in assets, utilizing model portfolios that range from Conservative Income to Aggressive Growth, and incorporates mutual funds and ETFs in its investment approach.

Chandler Blake is a CFP® with eight years of industry experience, currently serving as an advisor at Guidestone Advisors in Dallas, TX. His prior roles include positions at GuideStone Financial Resources and Fidelity Investments. Guidestone Advisors, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm primarily uses model portfolios with affiliated GuideStone Funds and applies a faith-based investing policy, integrating institutional resources across its affiliates.

Charles Norton is a CFA® charterholder with 23 years of industry experience. He has been with Penn Davis McFarland Inc. since 2015, working as part of a seven-advisor team based in Dallas, TX. Penn Davis McFarland is an independent, fee-only investment adviser managing separately managed accounts for individuals, trusts, charitable organizations, and retirement plans, primarily on a discretionary basis. The firm employs a fundamental, long-term investment approach with relatively concentrated portfolios and serves mostly high-net-worth clients.

Charles Burford is a financial advisor at Burford Brothers, Inc. in Dallas, TX, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hilltop Securities Independent Network Inc. He is also an independent insurance agent involved in insurance sales. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, retirement plan sponsors, and charitable organizations, offering asset management, financial consulting, retirement plan advisory, and family office services. The firm’s investment approach combines fundamental and technical analysis with modern portfolio theory and employs a range of investment vehicles and third-party money managers.

Joshua Hargrove is a CFP® with 13 years of industry experience, currently serving at Insight Wealth Partners since 2018. Prior to joining Insight Wealth Partners, he worked at Northwestern Mutual in various capacities from 2012 to 2018. Outside of his advisory role, he is the owner of a short-term vehicle rental business and serves as the Booster Club President at Lucas Christian Academy, a private school in Texas. Insight Wealth Partners is a multi-advisor team managing over $1.1 billion in discretionary assets, providing comprehensive financial planning, asset management, and pension consulting for individuals, families, trusts, corporations, and retirement plan sponsors. The firm employs a strategy combining Modern Portfolio Theory-based asset allocation with fundamental and technical analysis, and it offers specialized options strategies to manage risk and potential upside.

Michael Hernandez is a financial advisor with D.H. Hill Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Arive Capital Markets and Edi Financial Inc. Outside of finance, he works as a sales and project manager at Halo Roofing and Construction. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as to employer-sponsored retirement plans, foundations, and other institutional clients. The firm supports independent Investment Adviser Representatives through multiple platforms and employs a range of investment strategies including tactical asset allocation, active and passive management, and tax-management techniques.

Ryan Bierds is a CFA® charterholder with eight years of experience in the financial industry. He is currently an advisor at Fifth Third Wealth Advisors LLC and has previously worked at Comerica Bank, Suntrust Advisory Services, Inc., and Bb&T Asset Management, Inc. Outside of his advisory role, Mr. Bierds is a partner at Bierds Publishing LLC. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and other institutions. The firm employs tailored strategic asset allocation frameworks and commonly delegates to third-party managers while leveraging affiliated model strategies, operating as a wholly owned subsidiary of Fifth Third Bank.

Shawn Baxter is a financial advisor at Prospera Financial Services, Inc. with 24 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Avantax Investment Services, Inc. and 1st Global Capital Corp. Prospera Financial Services, Inc. serves a diverse client base including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors, offering investment advisory and financial planning services via multiple platforms and customizable portfolio solutions.

Angela Winstead is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 license and four years of industry experience. She has worked at multiple firms including Compass Retirement LLC and AE Wealth Management LLC. Outside of her advisory role, she is a co-founder of RetireSimply, where she is involved in insurance sales and services. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing model portfolios with discretionary or non-discretionary authority assigned to investment adviser representatives.

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.

Carolyn French is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. She previously worked at UBS Financial Services Inc. for 10 years before joining Prospera in 2018. Outside of her advisory role, she serves on multiple nonprofit boards, including Vita, Shining Light Foundation—where she is president—and Friends of Music at the University of Louisiana, among others. Prospera Financial Services, Inc. is a multi-team firm serving a diverse client base including high-net-worth individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through over 200 advisors and offers a range of advisory and financial planning services across various platforms, utilizing both firm and third-party models with discretionary or non-discretionary management.