Garry Dippel is a financial advisor with Geneos Wealth Management, Inc. in Georgetown, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Geneos Wealth Management since 2003 and also engages in officiating and coaching, serving as Director of Growth and Development for Coaches Outreach and as a coach for World Class Coaches. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a multi-strategy investment approach with continuous account monitoring and discretionary trading, providing customizable portfolios and access to third-party money managers.

Ben Meadows is a financial advisor at Arax Advisory Partners with 12 years of industry experience and holds a Series 66 designation. His prior work includes roles at Grace Capital Management, AXA Advisors LLC, and several other firms. Outside of his advisory work, Meadows is involved in a hospitality initiative called Apartment Life, where he assists in welcoming new residents and coordinating community events. Arax Advisory Partners is an SEC-registered, multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, and is notable for its use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

Alyson Huddleston is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. She holds a Series 65 designation and has previously worked in public school districts before joining Foundations in 2022. Outside of her advisory role, she is involved with Retirement Outfitters, focusing on insurance-related activities. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing model portfolios and working with third-party sub-advisers and custodians to tailor advice for its clients.

Stefan Nensala is a CFP® with 20 years of industry experience, currently serving at Wealthcare Advisory Partners LLC since 2022. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined six years. Outside of his advisory role, Nensala is CEO of Wealthy Profits, LLC, a community development organization focused on financial literacy programs for local schools, healthcare workers, and first responders. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based advising approach using proprietary Wealthcare software and behavioral economics, combining passive and active strategies alongside dynamic rebalancing.

Brian Boswell is a CFP® with 17 years of industry experience, currently serving as an advisor at Savvy since 2024. Prior to joining Savvy, he worked for nine years at Oakwell Private Wealth Management. He is also a principal at Frio Canyon Advisors LLC, where he provides fixed life insurance planning for wealth management clients. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm employs an investment approach that integrates index-based cores with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and quantitative tools.

Jose Torres is a financial advisor with Impact Partnership Wealth, LLC and holds a Series 65 credential. He has two years of industry experience and previously worked at Vivint Solar and Advanced Financial Strategies. In addition to his advisory role, he is involved with Bloom Financial LLC, where he sells life insurance and annuities, and he is a member of the Association of Financial Consultants, a nonprofit organization providing educational workshops. Impact Partnership Wealth offers investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating primarily on a discretionary wrap-fee platform.

John Parker is a financial advisor at Portfolio Medics, LLC in Georgetown, TX, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Turnary USA, LLC and IOA. Portfolio Medics offers investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm utilizes diversified portfolios combining mutual funds, ETFs, individual securities, and independent managers, employing a variety of analytical and trading strategies aligned with client objectives.

Jake Johnson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Foundations Investment Advisors LLC. He previously worked for Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company for over ten years. In addition to his advisory role, he is involved in insurance sales through a separate business focused on reviewing financial plans and recommending insurance products. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and 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 with an asymmetric rebalancing approach, supported by a network of affiliated offices and third-party sub-advisers.

Jerry Smith is a financial advisor with Geneos Wealth Management, Inc. He holds a Series 63 designation and has 45 years of industry experience. He has been with Geneos Wealth Management since 2003 and also operates Lifetime Investments. He is an independent insurance agent for fixed insurance products and a limited partner in the Helen Gracy Smith Limited Partnership. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients, including high-net-worth individuals. The firm offers financial planning, portfolio management, and referrals to third-party money managers through a variety of programs, utilizing fundamental, technical, charting, and cyclical analysis in their investment approach.

Scott Everhart is a financial advisor at B.B. Graham & Company, Inc. with 39 years of industry experience. He previously worked at Moloney Securities Asset Management, LLC, Moloney Securities Co., Inc., and RBC Capital Markets. Outside of his advisory role, he serves as a board member for the Crossroads Plaza Condo Association. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm uses fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with regular account monitoring and client reviews.

Nathanial Fort is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Allegis Investment Advisors and Arbor Mutual Advisors. Fort is the owner of Arbor Mutual, LLC, where he provides educational and consulting services related to fixed insurance and annuities. Foundations Investment Advisors offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and works with multiple third-party custodians and sub-advisers.

Matthew Shields is a financial advisor at Arax Advisory Partners with 17 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at U.S. Capital Wealth Advisors, Purshe Kaplan Sterling Investments, and The Prudential Insurance Company of America. Outside of advisory work, he is active as an insurance agent. Arax Advisory Partners is a multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of services including financial planning and portfolio management, utilizing internal and external managers, and employs performance-based fee arrangements alongside traditional asset-based fees.

Zachary Langan is a financial advisor with CWM, LLC, holding a Series 66 designation and bringing 12 years of industry experience. He has previously worked at Cetera Advisor Networks and LPL Financial and also serves as a financial advisor at Wise Counsel Wealth Management. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis through model portfolios overseen by an in-house Investment Committee.

Clay Howell is a financial advisor at Integrity Alliance, LLC with 32 years of industry experience. He holds a Series 63 designation and has previously worked at Lion Street Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory role, Howell is an independent insurance agent specializing in life and health insurance planning for individuals and businesses. Integrity Alliance is a large advisor network serving individual and institutional clients, offering portfolio management, financial planning, and access to various investment platforms. The firm operates with a dual registration as both an SEC-registered investment adviser and a broker-dealer, providing a range of advisory and brokerage services to a broad client base.

Melissa Mendez is a financial advisor at NewEdge Advisors with eight years of industry experience. She holds a Series 66 designation and has worked at NewEdge Advisors since 2021, as well as previously at LPL Financial, Sanctuary Wealth, USAA, and Texas Legacy Wealth Management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, retirement consulting, and access to third-party managers, employing multiple program structures and technology tools to support both advisors and clients.

Matthew Marcom is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior roles include positions at Cetera Advisors LLC and NEXT Financial Group, and he has served as an expert witness in securities litigation since 2011. Outside of advising, he acts as an expert witness in securities cases, providing testimony and reports. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and institutions. The firm offers a range of financial planning and portfolio management services, combining strategic asset allocation with a mix of passive and active investments across varied risk profiles.

Carl Canga is a CFP® professional with 18 years of industry experience, currently serving with SPC and Sigma Financial. He previously worked at Ameriprise Financial Services, Inc. for 16 years. Outside of his advisory role, he is involved with Prime Wealth Strategies and sells non-variable insurance products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services with a service model that includes discretionary management and collaboration with third-party managers.

Robert Huntley is a financial advisor with CWM, LLC, holding the CFP® and ChFC® designations and over 40 years of industry experience. He has worked at Cetera Advisor Networks, LPL Financial, and CWM, LLC. Huntley is also an author of the book *Retire Is a Verb*. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios overseen by an in-house Investment Committee, combining various analytical approaches and third-party resources, with a particular focus on retirement plan and institutional services.

Carol Chaney is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 26 years of industry experience. Her prior work includes 13 years at LPL Financial and more recent roles at LPL Enterprise LLC and WFGIA. She is also involved in the sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach through multiple program platforms and third-party managers, serving clients via a large advisor network with approximately $1.7 billion in regulatory assets under management.

Darin Hall is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity Investments, E*TRADE Capital Management, E*TRADE Securities, and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, along with certain IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrated services tied to Empower’s recordkeeping and administrative platforms.