Christopher Pollack is a financial advisor at CX Institutional, LLC, holding a Series 65 credential. He has one year of industry experience and previously worked at RoseRock, Southern Methodist University, Blinn College, and Reedy High School. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis across various asset classes, supported by third-party technology platforms for consolidated reporting and tax-efficient asset location.

Brandon Gerfen is a financial advisor with Foundations Investment Advisors LLC in Frisco, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Trajan Wealth LLC, Edward Jones, and JP Morgan. Outside of advisory work, he is involved with Big G Rental Homes LLC, a property company focused on single-family real estate rental. Foundations Investment Advisors LLC provides financial planning and ongoing portfolio management to a diverse client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios along with discretionary and non-discretionary authority to manage client investments.

Sanden Leavers is a financial advisor at BakerAvenue in Southlake, TX, holding a Series 65 designation with one year of industry experience. Prior to joining BakerAvenue in 2025, Leavers was unemployed and has no prior advisory work history. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, typically under discretionary mandates. The firm employs a multi-strategy investment approach that includes fundamental, quantitative, and technical analysis, along with tactical asset allocation.

Can I retire soon? Am I on track? What happens if life throws a curveball? These are the questions I help people answer. Because money isn’t just about numbers, it’s about living with purpose and confidence. I became an advisor in 2012, just a few years after the 2008 financial crisis, when I saw how quickly dreams could be lost in the panic. I bring both technical expertise (MBA, CFA, CFP®) and a global perspective, having been born in France and raised between cultures. But more important than credentials is this: my goal at Orgallic Wealth is to turn “someday” plans into clear, confident strategies. Whether that means retiring early, starting something new, or finally tackling that stack of projects in the garage, I believe money should serve your life—not the other way around.

Matthew Gallagher is a CFP® professional with 12 years of industry experience, currently serving at Creativeone Wealth, LLC. He has previously worked at Prosperity Wealth Management, Gallagher & Sons Wealth Management, Change Path, Client One Securities, and Gallagher Financial Group. Outside of his advisory role, he is involved in offering fixed insurance products through Prosperity Wealth Management, LLC. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a diversified investment approach using proprietary ETF-based models, third-party managers, and option strategies, supporting tailored client solutions across its large enterprise platform.

Tamekia Thompson is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation with 17 years of industry experience. Her prior experience includes roles at Wunderlich Securities, Raymond James & Associates, Kestra Investment Services, and other firms. 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 business entities, offering financial planning, portfolio management, and access to multiple advisory programs through both discretionary and non-discretionary arrangements.

Thomas Smith is a financial advisor at Legacy Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Realta Investment Advisors, Inc., Realta Equities, Inc., and Capital Markets IQ. Smith also operates Bering Financial, LLC, a life insurance and fixed annuity sales business. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies including in-house models, sub-advisers, and alternative investments tailored to clients’ objectives and risk tolerances.

Erik Eklof is a financial advisor with Retirement Planners of America, holding Series 65 and Series 63 licenses and 11 years of industry experience. His prior roles include positions at GuideStone Financial Resources, USAA, and MCGowan Group Asset Management. Retirement Planners of America provides discretionary portfolio management and financial planning services primarily to individuals, high-net-worth clients, and retirement plan participants. The firm uses an "Invest and Protect" approach focused on capital preservation and tactical rebalancing, deploying model portfolios composed mainly of ETFs and mutual funds.

Steven Harlass is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Thrivent Investment Management Inc and Thrivent Financial since 2014. Outside of his advisory role, he serves as an elder at Soulthirst Church, a Lutheran church in the Dallas-Fort Worth area, participating in leadership, worship, and community ministry activities. Thrivent Advisor Network provides investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers. The firm typically constructs diversified portfolios using low-cost mutual funds and ETFs while also offering other investment options and continuous account monitoring.

Nicholas Trevino is a financial advisor at Global View Capital Management LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity Investments and Experior Financial Group. Outside of his advisory role, he is the owner and lead instructor of Trident Sailing Academy, providing sailing instruction and related services. Global View Capital Management offers discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm uses algorithmic research and technical methods to manage portfolios according to client risk profiles and specific objectives.

Carolyn Sterling is a CFP®-designated financial advisor at Prospera Financial Services, Inc. based in Dallas, TX, with 28 years of industry experience. She worked for Hd Vest Advisory and H.D. Vest Investment Securities, Inc. from 1995 until joining Prospera in 2022. Mrs. Sterling serves as a board member and secretary for the Young Men's Service League in Plano, TX. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals—including high-net-worth clients—retirement plans, trusts, estates, charities, and businesses, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

Heather Parks is a financial advisor at Cain, Watters & Associates, LLC with a Series 65 credential and two years of experience. Prior to joining Cain, Watters & Associates, she worked at KPMG, LLP for several years and has academic experience at Texas Tech University. Cain, Watters & Associates provides financial planning, retirement planning, and investment management to individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers a wide range of services including ERISA plan advisory, pooled trust offerings, and donor-advised fund management while deploying both discretionary and non-discretionary investment solutions across multiple platforms.

Gizelle George is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 66 designation and bringing four years of industry experience. Prior to joining Cain, Watters & Associates in 2025, she worked at Bank of America and Merrill from 2022 to 2025. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers both discretionary and non-discretionary investment solutions across multiple platforms and maintains affiliations with banking, accounting, and broker-dealer entities to support its comprehensive service offerings.

Lenny Martinez is a financial advisor at Simplicity Wealth with 11 years of industry experience. He holds a Series 65 designation and has worked previously at Brokers International Financial Services, Secure Investment Management, and JD Mellberg Financial. Outside of his advisory role, Martinez is president of Futurenvest Consulting, an insurance agency, and he also presents financial wellness workshops for corporate employees through the Association of Financial Educators. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with discretionary management and additional services such as tax optimization and customized investment screening.

Sean Kernan is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Advisor Resource Council since 2012 and also maintains a long-standing relationship with LPL Financial since 2009. Outside of advising, he operates a blog titled "How To Find A Financial Advisor." Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting through a network of investment adviser representatives. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across diversified portfolios.

Damian Caruso is a financial advisor at Capital Analysts with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Investment Planning, Inc. since 2006. Outside of his advisory role, he is the sole member of DJC Financial Advisors, LLC, an entity created for tax-related purposes. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and in-house investment teams.

Alvin Walk is a financial advisor at Prospera Financial Services, Inc. with 28 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Charles Schwab, Morgan Stanley, 1st Global Advisors, and Waddell & Reed. Outside of his advisory work, Alvin is a musician who plays trumpet and performs with various groups at his church. 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 multiple advisory programs and platforms.

Kevin Mc Gohan is a financial advisor at The Patriot Financial Group, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked with firms including CETERA Financial Specialists LLC and Champion Financial Group. Outside of his advisory role, Mc Gohan leads a chapter of Professional Connectors, a networking group, and is active in local business networking organizations such as the The Colony Chamber of Commerce and Master Networks. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management, financial planning, and consulting using a blend of analysis techniques, and may utilize independent managers for client assets.

Cody Stansell is a CFP® with seven years of experience in the financial industry. He is currently an advisor with Victory Financial Group and has previously worked at SageSpring Wealth Partners and Waterworth Wealth Advisors. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach rooted in Modern Portfolio Theory and fundamental analysis, offering tailored portfolios with mutual funds and ETFs and providing a range of financial planning and wealth management services.

Tyler Nace is a CFP® professional with 18 years of experience, currently serving at SageSpring Wealth Partners. His prior roles include positions at Raymond James Financial and Ken Zahn Inc, as well as involvement with the Financial Planning Association. Outside of his advisory work, he owns and partners in residential real estate rental properties. SageSpring Wealth Partners is an SEC-registered firm managing approximately $6.5 billion in discretionary assets across a team of about 75 advisors. The firm provides personalized investment management, financial planning, and retirement plan consulting services to a diverse client base that includes high-net-worth individuals, institutions, and charitable organizations.