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. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Calton & Associates since 2017, following prior roles at Capital Financial Services, Legacy Advisory Services, and Eastern Point Advisors. Outside of his advisory work, he owns and operates BAS Advisory Services, LLC, which provides insurance and tax services. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management, financial planning, and access to various third-party money managers, utilizing a blend of analytical approaches and occasionally recommending non-traded alternatives and covered-call strategies when suitable.

Adam Mastin is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63, 65, and 66 licenses and two years of industry experience. His prior roles include positions at First Command Insurance Services, Foundations Investment Advisors LLC, and Decisive Insurance. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily provides advice through managed advisory programs utilizing third-party portfolio managers and supports solutions such as unified managed accounts and automated ETF portfolios.

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 with Root Financial Partners in Sachse, TX, holding a Series 65 designation and two years of industry experience. Prior to joining Root Financial Partners in 2026, Clark worked at Cain, Watters & Associates, LLC for six years and has experience at Kepner CPA and Solis Mammography. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and retirement-plan relationships. The firm emphasizes broadly diversified, passive allocations using index funds and ETFs, tailoring portfolios to client objectives, risk tolerances, and tax considerations.

Hannah Murray is a financial advisor with Thrivent Advisor Network, LLC in Plano, TX, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior work history includes roles at Thrivent Financial, National Financial Services LLC, Fidelity Investments, MML Investors Service, LLC, Andrew Associates, and Kohls. Thrivent Advisor Network provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using low-cost mutual funds and ETFs, supported by continuous account monitoring and access to independent managers and model portfolios.

Frank Zaccardo is a financial advisor with Kingswood Wealth Advisors, LLC in Plano, TX. He holds Series 63 and Series 65 credentials and has 22 years of industry experience, including prior roles at LPL Financial and Merrill. Outside of his advisory work, he operates a personal photography business, Gump Productions. Kingswood Wealth Advisors serves a diverse client base, including retail and institutional investors, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs a tailored, open-architecture investment approach and is notable for its integration with affiliated financial entities and its operational model supporting 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 Series 66 licensed financial advisor with 27 years of industry experience. He is currently with Sunbelt Securities, Inc. and has held positions at multiple firms including Reef Securities and Chapwood Securities Inc. Shade’s work history spans various roles within the financial services sector. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through a network of investment adviser representatives. The firm provides a range of strategies and portfolio management services, including the Sunbelt RD wrap-fee program and standalone financial planning.

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 Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, Avantax Investment Services, TD Ameritrade, J.P. Morgan Securities, and TIAA-CREF. Outside of finance, she worked for Uber Eats for one year. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering ongoing portfolio management and financial planning. The firm utilizes diversified portfolios comprising mutual funds, ETFs, individual equities, bonds, and alternative investments, supported by continuous account monitoring and access to independent managers.

Joelle Hinds is a CFP® with 10 years of industry experience, currently advising at Facet since 2023. Her prior roles include positions at Morgan Stanley and OneAmerica Securities. She serves on the Board of Trustees at Stevens Institute of Technology and is a public member of the Texas Bar Association Grievance Committee. She is also involved with JH2 Solutions, LLC as a collaborative divorce professional and financial neutral. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households through remote communication and a proprietary web platform. The firm uses model-based asset allocations and technology-driven processes to deliver tax-optimized and comprehensive financial planning services.

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 with Arkadios Wealth Advisors in Rockwall, TX, holding Series 63 and Series 65 licenses and 37 years of industry experience. His prior work includes roles at Frost Brokerage Services, IFS Financial Services, Touchstone Securities, Axa Distributors, and Invesco. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans executed through various internally managed and third-party solutions, employing a combination of 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.