Eric Reed is a financial advisor at Quartz Partners Investment Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services, New York Life Insurance Co, and NYLife Securities. Reed is co-founder and managing partner of Audible Financial Group LLC and Audible Consulting LLC, where he provides insurance and financial services and mentors insurance agents. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm combines top-down macro analysis and bottom-up stock selection, maintaining ongoing portfolio monitoring and rebalancing through an investment committee.

Kyle Harrison is an investment adviser representative with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at multiple firms including Integrity Alliance, Lion Street Financial, and Radian Partners. Outside of advising, he is involved in small business ventures such as a handcrafted woodworking company and custom apparel printing. Csenge Advisory Group offers investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and businesses. The firm utilizes a combined fundamental and technical analysis process with a relative strength methodology, providing customized portfolio management through discretionary and model-based allocations.

Micky Reeves is a financial advisor at EverSource Wealth Advisors, LLC with 22 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining EverSource in 2021, he worked for Buckingham Asset Management, LLC from 2013 to 2021. EverSource serves a range of clients including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services through multiple investment programs and private markets platforms, providing tailored advice to clients and advisors nationwide.

Robert Wolf is a financial advisor at Advisor Share Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at TF Wealth Management, LLC, SagePoint Financial, Woodbury Financial Services, and Horter Investment Management. Outside of his advisory role, he is president of both MPWM, Inc. dba TF Insurance and Financial Solutions and Terra Firma Business & Financial Consultants, LLC, providing insurance and business consulting services. Advisor Share Wealth Management, LLC serves individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, implementing client strategies through third-party sub-advisers and model portfolios on both discretionary and non-discretionary bases.

Eric Blake is a CFP® with 27 years of experience in financial advising. He is currently with RFG Advisory, LLC and has held previous roles at Raymond James Financial Services, Legacy Texas Bank, and Ameriprise. Blake serves as treasurer for the Blue Caboose Children's Fund and volunteers as a financial coach with Wings of Widows and Savvy Ladies. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm uses discretionary portfolio management with a variety of model strategies and third-party platforms, including its role as sub-adviser to multiple Bluemonte ETFs and its services to investment companies and state or municipal clients.

Robert Stern is a CFP® with 25 years of experience in the financial services industry. He is currently an advisor at Jefferies Investment Advisers LLC, where he has worked since 2026. His prior experience includes roles at RBC Capital Markets, JPMorgan Chase Bank, J.P. Morgan Securities, Fidelity, Ameritas Investment Company, and EFG Corporation. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized and collaborative planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning.

Benjamin Gerald is a financial advisor at Quartz Partners Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including MassMutual Investors Services, New York Life Insurance Company, and Eagle Strategies. Gerald is the founder and president of 75INC LLC, a professional networking association, and serves as president of NAIFA - Dallas. He is also co-founder and managing partner of Audible Financial Group and Audible Consulting, focusing on fixed insurance solutions and coaching insurance agents. Quartz Partners Investment Management provides model-based investment management for individual investors, retirement plans, institutions, and financial intermediaries. The firm combines top-down macro analysis with bottom-up stock selection across multiple model portfolios, offering discretionary account management and advisory services through various delivery platforms.

James Madden is a financial advisor at Csenge Advisory Group, LLC with 26 years of industry experience. He holds a Series 66 designation and has held roles at several firms, including Highridge Advisory, IP Financial Advisory Services LLC, and RBC Capital Markets Corp. Outside of financial advising, Madden is President and CEO of Trophy Technology, a fishing tackle company, and serves on the Elder Board at The Parks Church. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm combines fundamental and technical analysis with a relative strength methodology and a top-down market approach, offering customized portfolio management through discretionary or model-based allocations.

Steven Whitman is a financial advisor with MissionSquare Retirement in Princeton, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include work at The Vanguard Group and various other firms. Outside of finance, he operates a YouTube channel focused on tool and furniture restoration. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services, with investment advice and model portfolios developed by Morningstar Investment Management using asset allocation models and a “total wealth” approach.

Kristen Smith is a CFP® certified financial advisor at Compound Planning, Inc. with six years of industry experience. Prior to joining Compound Planning in 2024, she worked at Empower Advisory Group and Personal Capital Advisors. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers a blend of long-term buy-and-hold strategies and tactical tools, including direct indexing and tax-loss harvesting, to build risk-based model allocations tailored to client goals.

Abigail Casady is a CFP® with seven years of industry experience, currently serving as a financial advisor at EverSource Wealth Advisors, LLC. She previously worked at Buckingham Asset Management and Carolina Creek Christian Camps. EverSource Wealth Advisors serves individual and institutional clients, offering wealth management, financial planning, and investment advisory services through a national network of representatives. The firm provides multiple investment programs and operates private market platforms, delivering services to a diverse range of clients including RIAs, families, and charitable foundations.

Erik Blankmeyer Sr. is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include 13 years at TD Ameritrade and positions at AE Financial Services, AE Wealth Management, and SMART Wealth. He is the founder and managing partner of Blankmeyer Group, LLC, a management consulting firm, and serves as a board member of the nonprofit Humane Kinect. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers and wrap-fee programs, utilizing a variety of custodians and platform providers.

Jamey Graham is a CFP® professional with 25 years of experience in the financial advisory industry. He is currently with United Advisor Group and has held roles at Graham Wealth Management, United Planners’ Financial Services of America, Signal Securities, and Southwest Securities. Graham is also active as a non-variable insurance agent in Prosper, TX. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non‑high‑net‑worth and high‑net‑worth clients, employing a combination of strategic and tactical asset allocation, value investing, and multiple analysis methods to tailor portfolios based on client goals.

Matthew Sahagian is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Navy Federal Credit Union and First Command entities. Outside of his advisory work, he owns and manages a property management business in Texas. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily utilizes managed advisory programs with third-party portfolio managers and offers automated investment solutions through a range of managed accounts and digital ETF portfolios.

Matthew Glinsky is a financial advisor at Zacks Investment Management, Inc. with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at LBMZ Securities, Charles Schwab Bank, Bank of America, Merrill, and MTG Capital. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process combining quantitative and qualitative analysis and operates across retail, institutional, and third-party distribution channels.

Eric Blake is a financial advisor at RFG Advisory, LLC with a Series 65 credential and one year of industry experience. Prior to joining RFG Advisory, he worked at LMW Tax Solutions, Doodash, and Starbucks. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm’s investment approach includes discretionary portfolio management using model strategies and third-party platforms, along with services like retirement plan consulting and access to alternative investments.

Bobi Williams is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and bringing 21 years of industry experience. She has held various roles within USAA-affiliated entities since 2014, including positions at USAA Life Insurance Company and USAA Financial Planning Services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers Retirement Income Strategy Reports and facilitates referrals to third-party broker-dealers and advisers, operating mainly as a referral intermediary without managing client assets.

Sean Agahi is a financial advisor with Independent Financial Group, LLC in Van Alstyne, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Independent Financial Group in 2015, he worked at several firms including Horizon Wealth Group, First Allied Advisory Services, and Valentine Capital Asset Management. Agahi is the 100% owner of Horizon Wealth Group, LLC, a business providing marketing, financial planning, and insurance services since 2007. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutions. The firm employs both firm- and third-party models to develop tailored client strategies, utilizing a combination of passive and active portfolio exposures and ongoing manager due diligence.

Quinten Smith is a financial advisor at Lincoln Investment with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Forthright Capital Advisory, Forthright Capital Partners, Mutual of Omaha Investor Services, and Castle Advisors, among other firms. Outside of his advisory role, Smith is the CEO of Forged by Fire, LLC, a coaching and consulting business focused on mentoring men in their personal and spiritual development. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth clients, trusts, charities, and retirement plans, including educators in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and maintains a layered delivery model combining advisor-led relationships with in-house research and external managers.

Philip Onorato is a financial advisor at Hightower Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, Merrill Lynch, and Axa Advisors. Onorato joined Hightower Advisors in 2024. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with services including discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.