Glenn Koehl is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Soltis Investment Advisors, LLC since 2020. His prior roles include positions at SlateStone Wealth, LLC and Capital Markets Iq, LLC (D/B/A Surety Wealth Management). Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans, offering discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence.

Matthew Middleton is a financial advisor with Advisor Resource Council, holding a Series 65 credential and five years of industry experience. He has been with Advisor Resource Council since 2021 and has work history including roles at LPL Financial and as a bartender at The Colony Wine Bar. Outside of advising, he has worked in the hospitality sector. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs AI-driven model portfolios combined with traditional fundamental analysis and coordinates estate-planning services through external legal professionals.

Anthony Pitzer is a CFP® and Series 66-licensed financial advisor with 22 years of industry experience. He is currently a partner at Merit Financial Advisors, where he has worked since 2019. Prior to that, he spent 17 years at LPL Financial, LLC and has been with Purshe Kaplan Sterling Investments since 2024. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, overseen by a central Investment Management team and an Investment Committee.

Christopher Mccarley is a financial advisor with Signal Advisors Wealth, LLC in Fort Worth, TX. He holds a Series 65 designation and has experience working in financial services and related fields since 2000, including roles at Revchain Solutions and That Chris Lee LLC, where he is involved in insurance and financial business as well as speaking engagements and AI application consulting. He is also licensed as an insurance agent, dedicating a significant portion of his time to insurance sales. Signal Advisors Wealth provides investment management and financial planning services to individual, high-net-worth, family, and business clients. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, offering discretionary model portfolios and third-party manager strategies.

Daniel Geehan is a financial advisor with Independence Square Holdings, LLC in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Independence Square Holdings in 2022, he spent 11 years with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Additionally, he works as an independent insurance agent for various companies. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm employs a range of investment approaches, including fundamental, quantitative, technical, and modern portfolio theory, and offers digital tools and access to third-party managers tailored to client objectives.

Cary Bazan is a financial advisor at Mutual of Omaha Investor Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of finance, Bazan is an actor represented by Linda McAlister Talent, participates in commercial and TV auditions, and is an author on Amazon Kindle Direct Publishing. He is also scheduled to begin work as a secondary teacher in Plano ISD in 2025. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives who use approved model portfolios and managers.

Mark Theall is a financial advisor with Soltis Investment Advisors, LLC in Southlake, TX. He holds Series 63 and Series 66 licenses and has three years of industry experience, including previous roles at Zable Freeman and Fidelity Investments. His background also includes several years in education and swim team management. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base that includes individuals, institutions, trusts, and retirement plans. The firm employs a Modern Portfolio Theory-based investment approach combined with quantitative and qualitative manager analysis and offers a range of investment products and ongoing client communications.

Rhiannon Lynn is a financial advisor with Sound Income Strategies, LLC, holding a Series 66 designation and one year of industry experience. She previously worked at Edward Jones and Seven Oaks Insurance Agency, LLC, where she spent 19 years. Lynn serves as a board member of the Kiwanis of Flower Mound, where she manages invoicing and financial reporting. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base, including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis and customized managed portfolios, offering a range of services from discretionary asset management to insurance planning through affiliated channels.

Aidan Jahnke is a financial advisor at Quotient Wealth Partners, LLC with a Series 65 designation and one year of industry experience. His background includes roles in education and hospitality, including positions at the University of North Texas, Collin College, Taverna Rossa, Plano West High School, and Rice Middle School. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans with financial planning, consulting, and both discretionary and non-discretionary investment management. The firm uses diversified portfolios with low-cost ETFs, individual securities, mutual funds, options, and alternative investments, applying tax-aware strategies and utilizing third-party platforms for portfolio implementation and monitoring.

Alejandra Navarro is a financial advisor at CoreCap Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Ameritas Investment Corp., CCF Investments, and Capital Choice Financial Services. Outside of her advisory work, she is involved as a driver delivering U.S. mail for Tracie McCormick Trucking. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and works with sub-advisors and third-party asset managers.

Carson Graves is a financial advisor with Gradient Advisors, LLC in Arlington, TX, holding Series 63, 65, and 66 designations and nine years of industry experience. He has been with Gradient Advisors since 2017 and operates Carson Enterprise, a retirement education center, since 2007. Outside of financial advising, he is also involved in real estate as a realtor with TrackStar Realty Group. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm employs a primarily non-discretionary model, working with third-party money managers and Investment Advisor Representatives, and manages platform assets of approximately $1.39 billion.

Adam Recker is a CFP® and CFA® with nine years of industry experience. He has been with The Mather Group, LLC since 2017 and previously worked at First Financial Bank from 2011 to 2017. The Mather Group primarily 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 employs an evidence-based investment approach with customized portfolio options and integrates tax synchronization and AI-assisted market analysis while maintaining human oversight.

James Yahoudy is a financial advisor at Aptus Capital Advisors, LLC in Grapevine, TX, with 16 years of industry experience. He holds a Series 66 designation and has worked at Aptus since 2020, following seven years at TD Ameritrade and most recently with Quasar Distributors, LLC. Aptus Capital Advisors manages approximately $14.47 billion and serves individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm offers a range of advisory services including portfolio management, financial planning, and model-portfolio subscriptions, primarily implementing strategies through ETFs with a focus on balancing market participation and risk mitigation.

Omar Esparza is a financial advisor with VOYA Financial Advisors, Inc. in Saginaw, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with VOYA Financial Advisors since 2014. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of advisory programs that combine model portfolios and manager-driven sleeves, supporting both discretionary and non-discretionary investment approaches.

David Murdock Jr. is a CFP® professional with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Bordeaux Wealth Advisors LLC and Brownson, Rehmus & Foxworth. Focus Partners Wealth serves a broad range of clients including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm uses a long-term, tax- and fee-sensitive investment approach with enhanced open architecture, combining fundamental and quantitative analysis alongside third-party managers, and offers a wide array of wealth management and advisory services.

Mark Rubey is a Certified Financial Planner™ with 22 years of industry experience. He has been with Allworth Financial, L.P. since 2020 and previously worked at Raa from 2008 to 2020. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including core-satellite, pure-index, and options-based approaches, utilizing both discretionary and non-discretionary asset management.

Sara Corbitt is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. She has been associated with Ayco since 2010. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients, utilizing centralized investment resources and a range of tailored service offerings.

Heath Dowell is a CFP® with 12 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc and Charles Schwab & Co., Inc, having joined in 2025. His prior experience includes roles at The Vanguard Group and TD Ameritrade. Dowell also maintains an inactive LLC from a previous business opportunity. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within Schwab, with a distinct fee structure and does not exercise discretionary trading authority for its clients.

Joshua Dietz is a financial advisor with Schwab Wealth Advisory and holds a Series 65 designation. He has prior experience with Texas Capital Bank Private Wealth Advisors, New York Life, and Dietz Law Firm, PLLC. Outside of his advisory role, he is the owner and president of ECO Group, LLC, a company that receives overriding royalty interests from oil and gas production. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset types while leaving final trading decisions to clients.

Lisa Johnson is a financial advisor at Goldman Sachs Wealth Services with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Goldman Sachs - Ayco since 2021, TD AMERITRADE since 2018, and Travelers Insurance from 2016 to 2018. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm employs strategic and tactical allocation models and provides clients access to a range of fee arrangements, proprietary research tools, and affiliated Goldman Sachs capabilities.