Sally Witt is a CFP® and ChFC® with 32 years of experience in the financial services industry. She has been with BFC Planning, Inc. since 2013 and also works with Securities Management & Research, Inc. Outside of her advisory role, Witt serves as vice president of the Council of Business Women and is involved with nonprofit efforts addressing homelessness and mental health, including founding the Hunter Landon Witt Foundation. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms, with investment strategies typically involving stocks, bonds, mutual funds, and ETFs.

Robert Wilson is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at LPL Financial, Premier America Credit Union, Bank of America, and Merrill. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs that utilize third-party portfolio managers.

Dhillon Taylor is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Legacy Wealth Management, LLC. Prior to joining Legacy Wealth Management, he worked at Arkadios Capital and Secura Financial LLC. He is also the managing member of DT Financial Services, LLC, a coaching business for financial professionals. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by offering portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies, including model portfolios, sub-advisers, and alternative investments, tailored to clients’ objectives and risk tolerances.

Andres Rodriguez is a financial advisor at Royal Fund Management, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at AR Financial Group Inc. as a junior partner and insurance agent, where he provided life and health insurance quotes and fixed indexed annuity illustrations. Andres also worked at the University of Houston Clear Lake from 2019 to 2023. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by offering portfolio management, financial planning, and pension consulting. The firm employs a range of strategies from long-term investing to options writing, with regular portfolio monitoring aligned with documented risk tolerances.

Jesse Dietz is a Certified Financial Planner (CFP®) with 20 years of experience in the financial services industry. He is currently with Gibbs Wealth Management, LLC and has held prior positions at firms including Retirement Planners of Texas, which he founded and managed. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients, utilizing third-party model portfolios through advisor-directed programs. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance.

Robyn Honeycutt is a financial advisor with Van Clemens Wealth Management, LLC in League City, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Frost Bank and Brokerage Service, and BBVA Securities and Compass Bank. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients with investment advisory and financial planning services. The firm employs a variety of portfolio management strategies, including the use of third-party managers and an in-house Growth Opportunities model focused on micro- and small-cap equities.

Samara Terrill is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Holm & Cawley Financial Group, Third Seven Capital, ProEquities, and Synergy Advisory Group. Since 2016, she has also been involved in life, health, and accident insurance sales. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios with a range of active and passive strategies tailored to client objectives.

Joseph Barbour is an investment advisor at Encompass More Asset Management LLC with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has prior experience at J.P. Morgan Chase and BBVA-related firms. Outside of investment advising, he is involved in insurance sales and marketing, including Medicare and annuities. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary and third-party sub-advisers, offering access to a range of investment options including equities, fixed income, private placements, and digital-asset-related exposures.

Matthew Carlin is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Foundations Investment Advisors since 2023 and previously held roles at AE Wealth Management, LLC, and Client One Securities, LLC. In addition to his financial advisory work, Carlin is a self-employed playwright. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and asymmetric rebalancing to guide investment decisions.

David Lee is a financial advisor at Foundations Investment Advisors LLC in Houston, TX, with nine years of industry experience. He holds the Series 66 designation and has held positions at Edward Jones, LPL Financial, and several other firms. He is also involved with Impact Partners Financial, where he provides insurance sales and services. Foundations Investment Advisors, LLC serves a broad client base including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm offers financial planning, portfolio management, and sub-advisory services through a large network of affiliated offices, utilizing a combination of fundamental, technical, and cyclical analysis.

Walter Decherd Jr. is a financial advisor at Simplicity Wealth with five years of industry experience. He holds Series 63 and Series 65 licenses and has served in roles at WGD Wealth Management, Apollo Tax Group, and R.M.D. Financial Group. Outside of advisory work, he is an owner of a tax preparation business and a fixed insurance business. Simplicity Wealth serves a diverse client base, including individual investors, retirement plans, corporate and institutional investors, and other financial firms. The firm offers advisory services that range from financial planning to managed account platforms, typically employing a fund-of-funds approach using ETFs, mutual funds, and individual securities, with model portfolios that are regularly monitored and rebalanced.

Kevin Tyrrell is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and previously at Independent Financial Partners and LPL Financial. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm employs a network model with advisory representatives who utilize discretionary and non-discretionary portfolio management, leveraging technology platforms and third-party services to enhance client offerings.

Mary Dixon is a CFP® professional with 39 years of industry experience, currently serving at Cetera Planning Partners. Her career includes extensive roles at Avantax Advisory Services and affiliated firms dating back to 1987. In addition to her advisory work, she is treasurer of the Association of Business & Professional Women, supporting local women business owners. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, and estate-planning services with a diversified investment process aligned to clients’ objectives and risk tolerance.

Kevin Fuller is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Waypoint Financial, Bank of America, N.A., and Merrill. Outside of his advisory work, he is co-owner and manager of Aimee Fuller Photography LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to proprietary and third-party investment solutions.

Brian Petrov is a financial advisor with Eagle Strategies (New York Life) based in Pearland, TX. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 21 years with New York Life Insurance Company. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers multiple advisory program types and delivers predominantly non-discretionary asset management, often integrating advisory services with insurance and annuity products through its affiliation with New York Life.

Christien Hughes is a financial advisor with First Command Advisory Services in Houston, TX, holding a Series 66 designation and 10 years of industry experience. His work history includes roles at Merrill and various entities within First Command since 2016. He established an LLC unrelated to investment activities but has not engaged in operations for it. First Command Advisory Services is an SEC-registered investment adviser that serves 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 model portfolios and third-party managers selected by a centralized Investment Management Team.

Dana Otoole is a financial advisor with Fifth Third Securities, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. Prior to joining Fifth Third Securities, Otoole worked at Frost Brokerage Services, Edward Jones, and JP Morgan Chase bank. Outside of his advisory role, he is a partner in a family real estate venture involving the sale of inherited property. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs and third-party portfolio management options on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and maintains municipal-advisor and broker-dealer activities.

Sharon Duncan is a CFP® with 21 years of industry experience, currently affiliated with Commonwealth Financial Network and co-owner of Selah Financial Services since 2009. She is also an author of two books, "52 Practical Money Tips" and "Crucial Retirement Questions," and owns Selah Stables, a horse boarding facility. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing a range of advisory programs and back-office support including operations, trading, compliance, and practice management. The firm offers diverse investment solutions and model portfolios managed by its Investment Management and Research team.

Derek Rivers is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Selah Financial Services and Mass Mutual Investors Services. Outside of his advisory work, he was involved with the Vic Coppinger Family YMCA for six years. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and acts as a platform provider delivering operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Ryan Griswold is a financial advisor at Kestra Advisory with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Invesco and Axa Advisors, LLC. His background also includes roles outside the financial industry at Samuels Jewelers and Texas Christian University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a mix of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.