Derrick Same is a financial advisor at Signal Advisors Wealth, LLC in Fort Worth, TX, with five years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Legacy Retirement Solutions, Gradient Securities, Advocate Financial Partners, MWA Financial Services Inc, Modern Woodmen of America, and Orkin Pest Control. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation approach combined with fundamental, quantitative, and technical analysis while supporting several thousand retail accounts.

Brandon Woods is a CFP® with seven years of industry experience, currently serving at Root Financial Partners since 2024. Prior to this, he worked at Buckingham Strategic Wealth, LLC, CWM, LLC, Chessman Wealth Strategies, and Foresters Financial Services. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive allocations using index funds and ETFs, with customized portfolios based on client objectives, risk tolerance, and tax considerations.

W. Fox is a financial advisor with Eversource Wealth Advisors, LLC in Fort Worth, TX, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. He previously worked with Northwestern Mutual and its affiliated entities for over 15 years. In addition to his advisory role, Fox is an independent insurance agent licensed to sell non-variable insurance products. Eversource serves a range of individual and institutional clients, providing wealth management, financial planning, investment advisory, and consulting services through a national network of advisors. The firm offers multiple investment programs and also acts as an adviser to outside RIAs while managing private pooled investments and a private markets platform.

James Mars is a CFP® with 39 years of industry experience, currently serving at Balefire, LLC. He has held positions at Purshe Kaplan Sterling Investments and LPL Financial LLC, and is the CEO of Fuse Partners, LLC dba VisionPoint Advisory Group. Outside of his advisory work, he is involved in the sale of fixed and traditional insurance products and manages a personal LLC for business-related expenses. Balefire, LLC serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities, providing discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment approach centered on an Investment Committee that develops model portfolios using a core-plus-tactical philosophy and licensed third-party research.

Colton Shields is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Geneos Wealth Management, Inc. and Professional Wealth Management Group, where he has worked since 2021. Colton also operates as an independent representative for various insurance carriers in fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, institutions, and high-net-worth clients with financial planning, portfolio management, and referrals to third-party money managers. The firm uses a combination of fundamental and technical strategies and offers customized accounts, model-based allocations, and advisor-managed platforms.

Luke Tolson is a financial advisor at Prospera Financial Services, Inc. in Grapevine, TX, holding a Series 66 designation with 14 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney before joining Prospera in 2018. In addition to his advisory role, he provides accounting and business consulting services for DOT Compliance Group. 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 businesses, offering financial planning, portfolio management, and access to multiple advisory platforms, including both discretionary and non-discretionary account management options.

Nicholas Yokley is a Series 65-licensed advisor with Signal Advisors Wealth, LLC, based in Fort Worth, TX, with one year of industry experience. Prior to joining Signal Advisors Wealth, he worked at Legacy Retirement Solutions and American Senior Benefits. He also maintains activities as an insurance agent, selling various insurance products. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded IARs, and their retail clients. The firm uses a primarily top-down, tactical asset allocation process with sector rotation and supplements it with fundamental, quantitative, and technical analysis.

Caleb Brian is a Certified Financial Planner® with eight years of industry experience. He has worked at True North Advisors, LLC since 2019 and previously spent six years at Tolleson Private Wealth Management. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions with comprehensive financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach with a focus on value-oriented strategies, complemented by passive indexed ETFs, separately managed accounts, and alternative or private investments.

Charles Elhoff Jr. is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 63 designation and 52 years of industry experience. He has worked at several firms, including LPL Financial and Good Life Advisors, LLC. Outside of advisory roles, he is a licensed life and health insurance agent and serves as a FINRA arbitrator. Great Valley Advisor Group is an SEC-registered multi-team investment adviser that serves individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers to tailor portfolios to client objectives.

Sherry Echart is a financial advisor with HUB Investment Partners, LLC in Arlington, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at several firms, including TCG Advisors, LP, National Life Group, Chase Investment Services Corp., BBVA Compass Investment Solutions, Inc., and Wells Fargo Investments, LLC. HUB Investment Partners serves a diverse range of clients, including institutional investors and high-net-worth individuals, offering portfolio management, retirement and financial planning, and specialty services for banking and municipal clients. The firm uses a combination of active and passive strategies and employs quantitative and qualitative analyses to guide investment decisions.

Michael Elias is a financial advisor with Thurston Springer Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 16 years. Elias owns two businesses, including Elias Innovations, LLC, which produces drinkware for bottles. Thurston Springer Advisors serves individuals, high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering a range of financial planning, portfolio management, and fiduciary services. The firm employs a combination of charting, fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

Cory Chmelka is a CFP® with 10 years of industry experience and is currently with United Capital Financial Advisors. He has held roles at Apexium Insurance Services, Apexium Financial, Soundwatch Capital, and Capstone Wealth Management. Outside his advisory work, he maintains ownership in Soundwatch Capital and holds insurance licenses for life, health, and annuity products. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a customizable investment platform and supports affiliated services such as legal, trust, lending, and technology solutions.

Travis Martin is a financial advisor with Geneos Wealth Management, Inc. in Addison, TX, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. He has worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co, and currently operates Weaver, Ware & Martin Wealth Management and Advisory Services as an independent representative for fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and referrals to third-party money managers through various traditional and wrap-fee programs. The firm employs a diverse range of investment strategies and offers customized or model-based account solutions, overseeing more than $5.5 billion in client assets.

Kyle Blair is a financial advisor with Prospera Financial Services, Inc. in Grapevine, TX, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior work history includes roles at Charles Schwab & Co., Inc., Mr. Cooper, Caliber Home Loans, and Quicken Loans. There are no additional outside activities noted. 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, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Giovanni Flores is a financial advisor at Geneos Wealth Management, Inc. with six years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, he operates as an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and customizable portfolio options.

Erica Rodriguez is a financial advisor at MissionSquare Retirement with nine years of industry experience. She has held roles at MissionSquare Investment Services since 2022 and previously worked at JPMorgan Securities LLC and JP Morgan Chase Bank NA. Outside of her advisory work, she also provides notary signing services. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include managed accounts and fund advice developed by Morningstar Investment Management and delivered through multiple channels to MissionSquare accounts.

Kurt Koke is a financial advisor with Prospera Financial Services, Inc. in Hurst, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Prospera since 2004. 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.

Megan Price is a financial advisor at Arax Advisory Partners in Dallas, TX, with 16 years of industry experience. She holds a Series 66 designation and has previously worked at U.S. Capital Wealth Advisors, LLC, USCA Securities LLC, and Wells Fargo Clearing. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm manages accounts on a fiduciary basis using a combination of in-house portfolio teams, external managers, model portfolios, and a range of traditional and alternative investments.

Leah Collette is a financial advisor with BOK Financial Private Wealth, Inc., holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. Her prior roles include positions at Northern Trust and J.P. Morgan Securities. BOK Financial Private Wealth, Inc. provides discretionary and limited non-discretionary investment management, wealth advisory, and financial planning services primarily to high-net-worth individuals, trusts, estates, and qualified plans. The firm employs a team-based investment approach with diversified portfolios and offers fiduciary support, operating as a subsidiary of BOK Financial Corporation with integrated bank and trust services.

Erin Thomas is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Prospera in 2022, she worked at Tiago Title and US Realty Co, and spent over two decades at Spring Creek Academy. Outside of her advisory role, she also participates in part-time grocery delivery through Shipt and Instacart. Prospera Financial Services is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.