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.

Stephen Wingard is a financial advisor with Csenge Advisory Group, LLC and holds a Series 63 designation. He has 29 years of industry experience, including roles at Madison Avenue Securities, Lion Street Financial, and IPS RIA LLC. Wingard is also a partner at The Wingard Group, which operates under the name Wayfinder Wealth. Csenge Advisory Group serves charitable organizations, corporations, and individual clients, including high-net-worth families, providing asset management, financial planning, and retirement plan consulting. The firm uses a systematic investment process combining fundamental and technical analysis with a relative-strength methodology to construct diversified portfolios primarily composed of mutual funds and ETFs.

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.

Adam Mastin is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63, Series 65, and Series 66 licenses and possessing two years of industry experience. His prior roles include positions at First Command Insurance Services, First Command Advisory Services, and Foundations Investment Advisors LLC. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm uses model-driven asset allocation and third-party portfolio managers on the Envestnet platform, offering services that include tax and impact overlays and private wealth consulting for clients with $1,000,000 or more.

Dennis Zator is a financial advisor at NFSG Corporation with 51 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Newbridge Securities Corporation since 2010. NFSG Corporation provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and businesses. The firm constructs diversified portfolios using a range of instruments and employs an internal portfolio manager to support its advisors, while also using third-party asset managers with various investment styles.

Ashley Clark is a financial advisor at Root Financial Partners with a Series 65 designation and two years of industry experience. Prior to joining Root Financial Partners in 2026, Ashley worked at Cain, Watters & Associates, LLC for six years and has additional experience in accounting and healthcare-related roles. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and risk tolerance, and offers educational programming and self-directed financial academies separate from advisory services.

Hannah Murray is a financial advisor with Thrivent Advisor Network, LLC in Plano, TX, holding Series 63 and Series 65 licenses and having six years of industry experience. Her career includes roles at Thrivent Financial, Thrivent Investment Management Inc, National Financial Services LLC, Fidelity Investments, and MML Investors Service, LLC. Prior to her advisory career, she worked at Andrew Associates and Kohl’s. Thrivent Advisor Network serves a wide range of clients, including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing approximately $6.8 billion in assets. The firm offers customized investment strategies that often emphasize low-cost mutual funds and ETFs, supported by discretionary and non-discretionary portfolio management, financial planning, and access to independent managers and fee-based investment products.

Frank Zaccardo is a financial advisor at Kingswood Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2010. Outside of his advisory work, he owns Gump Productions, a home-based business that sells his personal photography. Kingswood Wealth Advisors serves a broad range of clients including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized portfolio management, financial planning, and ERISA plan advisory services, operating an open-architecture platform that frequently employs third-party managers and provides integrated insurance-linked account management.

Laura Sweeney is a financial advisor with The Mather Group, LLC in Plano, TX. She holds Series 63 and Series 65 designations and has 23 years of industry experience. Prior to joining The Mather Group in 2021, she worked for Southern Wealth Investment Advisors LLC for 16 years. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm utilizes an evidence-based investment approach with customizable strategies, supported by AI and machine-learning tools under human oversight.

Kenneth Shade is a financial advisor with Sunbelt Securities, Inc. and holds a Series 66 designation. He has 26 years of industry experience and has held roles at several firms, including Reef Securities and Chapwood Securities Inc. Shade’s background includes compliance and principal responsibilities at BV Securities LLC. Sunbelt Securities serves a diverse client base, including individual investors, charitable organizations, and corporate clients. The firm manages approximately $2.0 billion across several thousand accounts, offering portfolio management, financial planning, and access to third-party money managers primarily through discretionary wrap programs.

Jason Dempsey is a CFP® with 24 years of industry experience. He is currently with USAA Investment Services Company and USAA Life Insurance Company, having previously worked at Charles Schwab Bank, Charles Schwab and Co., and various USAA affiliates. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members through phone and digital channels, facilitating referrals to third-party broker-dealers or advisers rather than managing client assets directly.

La Tunya Hanley is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, TIAA-CREF, J.P. Morgan Securities, and Avantax Investment Services. She has also worked outside the financial industry, including a role at Uber Eats. Thrivent Advisor Network serves individuals, families, businesses, and retirement plans through a network of advisors managing approximately $6.8 billion in client assets. The firm offers portfolio management and financial planning services, typically emphasizing low-cost diversified mutual funds and ETFs, while also utilizing individual equities, bonds, and alternative investments when appropriate.

Joelle Hinds is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Facet since 2023. Her prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2021, as well as OneAmerica Securities and American United Life from 2021 to 2023. Outside of advising, she serves on the Board of Trustees for Stevens Institute of Technology and is a public member of the Texas Bar Association Grievance Committee. Additionally, she is involved with JH2 Solutions, LLC as a collaborative divorce professional and financial neutral. Facet serves individual members across a broad range of wealth levels, providing tiered subscription-based financial planning and discretionary investment management through a Total Financial Life Resources framework. The firm emphasizes fixed subscription fees rather than percentage-of-AUM charges and integrates technology-driven features such as machine-learning recommendations for employer plan accounts.

Timothy Crain is a financial advisor at Archer Investment Corporation based in Longview, TX. He holds a Series 65 designation and has been involved with Bass Energy Services LLC since 2007. Outside of his advisory role, he provides CPA, tax, and accounting services through Succentrix Business Advisors. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies. The firm manages approximately $900 million using a process that includes comprehensive financial assessments and diversified portfolio construction across multiple asset classes.

Harvey Fladeland is a financial advisor at Arkadios Wealth Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Frost Brokerage Services, IFS Financial Services, Touchstone Securities, and AXA Distributors. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various internally managed accounts and third-party managers, combining fundamental, technical, and cyclical investment analysis.

Sandra Sutter is a financial advisor with BCG Securities, Inc., holding Series 63 and Series 65 licenses and with 24 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, JP Morgan Chase Bank, N.A., and LPL Financial. Sandra is currently based in Garland, TX. BCG Securities serves institutional retirement plans and individual clients with accounts above $25,000, offering portfolio management, financial planning, and pension consulting services. The firm emphasizes tailored investment policy statements and predominantly non-discretionary advice, utilizing independent third-party managers and a range of analytical approaches.

Anna Apodaca is a CFP® professional with 17 years of industry experience, currently with Mercer Global Advisors Inc. Her prior roles include positions at TD Ameritrade, Scottrade, and Lake Point Wealth Management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a variety of implementation options.

Mario Coiradas is a financial advisor at First Command Advisory Services with two years of industry experience. He holds a Series 66 designation and previously served 21 years in the United States Marine Corps. In addition to his advisory role, he is co-owner of Marco Properties LLC, where he engages in real estate investment decisions in eastern North Carolina. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage portfolios with a controlled selection of third-party managers.

Louis Shaff is a Series 65-credentialed financial advisor with 14 years of industry experience. He is currently a Partner and Wealth Advisor at Corient, where he has worked since 2025. Prior to joining Corient, he was involved with Cabana Asset Management since 2012 and held roles at Prevost, Shaff, Mason, & Carns, PLLC and Hesse, Hesse & Blythe PC. Outside of advisory work, Shaff serves as CFO of The Cabana Group, LLC, a holding company for multiple affiliated entities. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes advanced risk management tools and private fund capabilities.

Karina Brunson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, she worked at Rgt Capital Management, Ltd. from 2014 to 2017 and spent a year as a caregiver. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and utilizes a financial planning–led investment process emphasizing low‑cost indexing and buy‑and‑hold strategies, supported by a broad range of supplemental investment and retirement plan services.