Nicholas Blaine is a financial advisor at Creative Planning with Series 66 and Series 65 credentials and three years of industry experience. He previously worked at Fisher Investments for two years and spent nine years with Plano ISD. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, and corporations. The firm uses a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Joel Williams is a financial advisor with SPC, holding a Series 66 designation and 21 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2013. Outside of his advisory role, he provides general accounting services and prepares financial statements for Van's Kitchen in Dallas, TX. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that integrates affiliated broker-dealers and insurance agencies to provide a range of fiduciary and non-fiduciary services.

Jesse Hill is a financial advisor with GWN Securities Inc. in Mesquite, TX, holding a Series 66 credential and five years of industry experience. Prior to joining GWN Securities in 2020, he worked at Axcent Networks and held academic positions at Tarleton State University and Florida Atlantic University. Hill also engages in life insurance sales and financial services through a separate business activity. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a distinctive history of incorporating market-timing and momentum-based strategies within its program suite.

Sydney Hacker is a CFP® with three years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, Sydney held roles at Sanctuary Securities, Fidelity Investments, Equitable Advisors, and gained diverse experience including positions outside finance such as at Dillard's and Baylor University. Sydney has also been involved with Dahlia Bar & Bistro and Heliwagon. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach, utilizing globally diversified portfolios with multi-factor tilts and a variety of investment vehicles, and offers specialized services and client education programs.

Michael Kolacz is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Independent Financial Group since 2023 and previously spent seven years at International Assets Advisory, LLC. Kolacz is also an independent contractor assisting clients with estate planning documents and consulting on college tuition negotiation. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm employs both strategic asset allocation and multi-manager portfolio strategies across passive and active investments, serving clients through various advisory platforms and third-party manager programs.

Bradley Livingstone is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers financial planning and portfolio management through multiple platforms, utilizing both firm- and third-party models to tailor strategies based on client risk tolerance.

Burt Snover is a ChFC® with 37 years of industry experience, currently affiliated with Integrity Alliance, LLC. He has held roles at Brokers International Financial Services, Fund Architects, and Foresight Financial Group. Outside of advisory work, he serves as president of Comp Edge Financial, a wholesaling and insurance marketing firm. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing discretionary accounts, model portfolios, and third-party sub-advisers.

Zachary Egbert is a ChFC® credentialed financial advisor with 20 years of industry experience, currently serving at GWN Securities Inc. since 2012. He is also the managing partner of Egbert Wealth Management, which is noted as an investment-related side business maintained for tax purposes. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs, incorporating both discretionary portfolio management and financial planning with a combination of affiliated and unaffiliated sub-advisers.

Bradley Mickelson is a CFA® charterholder with four years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Spectrum Advisors, Fisher Investments, and Barrow Hanley Global Investors. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, with a focus on multi-factor tilts, low-cost index vehicles, and tax management.

Brandon Montgomery is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Personal Capital Advisors Corporation and JP Morgan Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Michael Putnam is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at GWFS Equities, MWA Financial Services Inc, and Modern Woodmen of America. Outside of his advisory role, he provides transportation services as an Uber driver during non-business hours. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.

Bradley Epstein is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has held roles at Epstein & Kolacz Wealth Management since 2006 and maintains a CPA practice through Epstein & Company PC. Epstein is also involved in tax preparation and consulting services with EB Tax Advisors PLLC. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence, providing discretionary and non-discretionary portfolio management through various platforms.

Ma Nang Lar is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 designations and 18 years of industry experience. Her prior roles include positions at Citi Personal Wealth Management and Citigroup Global Markets. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessments and approved model strategies implemented via mutual funds and ETFs.

Ryan Frank is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Toyota of Rockwall and Allstate Insurance Co, and he is the managing member of The Ryan Frank Group LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services through a large national network of advisors and branch offices.

Chris Gallagher is a financial advisor with Edward Jones in Wylie, TX, holding a Series 66 designation and seven years of industry experience. His prior career includes 24 years at Larry North Fitness. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining affiliated capabilities such as a trust company and mutual funds.

Diana Morrison is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Melvin Mc Neal Jr. is a CFP® certificant and Series 66 license holder with 13 years of industry experience. He has worked at Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Bill Carter is Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he works with a select group of high net worth families to understand their unique wealth systems and align the structure of their wealth with their personal goals. He aims to facilitate impact and legacy for clients within his sphere. Bill has been with Fidelity Investments since 2010, occupying positions including Account Executive, Regional Planning Consultant, and Vice President Wealth Management Advisor. His experience spans more than a decade, focusing on comprehensive wealth management and planning. He holds a California Insurance License.

Lori Walker is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, UBS Financial Services, and Comerica Bank. In addition to her advisory role, she maintains an online blog called Touch of Organized, which is not related to investment and is managed outside of securities trading hours. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by both internal research and external partnerships.

Naomi Rhodes is a CFP®-certified financial advisor with 19 years of industry experience. She currently works at Wells Fargo Clearing, where she has been since 2016. Her prior experience includes roles at Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.