Hannah Murray is a financial advisor with Thrivent Advisor Network, LLC in Plano, TX, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior work history includes roles at Thrivent Financial, National Financial Services LLC, Fidelity Investments, MML Investors Service, LLC, Andrew Associates, and Kohls. Thrivent Advisor Network provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using low-cost mutual funds and ETFs, supported by continuous account monitoring and access to independent managers and model portfolios.

Ralph De Belle is a financial advisor at SageSpring Wealth Partners with two years of industry experience and a Series 65 designation. His prior work includes roles at Charles Schwab & Co., Inc. and Hilltop Securities Inc., as well as entrepreneurial experience in the food industry with Ifratelli Pizza. SageSpring serves a diverse client base, including individual, institutional, and plan sponsor clients, offering tailored investment management, financial planning, and consulting services. The firm combines multi-team scale with a mix of client types and provides access to OCIO and TAMP solutions alongside traditional wealth management.

Ari Baum is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 credentials with 25 years of industry experience. He has been with Prospera Financial Services since 2014. Outside of his advisory role, Baum serves on the finance committee of Magen David Yeshiva, is a board member and treasurer for the Council of Jewish Organizations of Flatbush, and coaches track and field at Yeshiva of Flatbush High School. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Jonas Roos is a CFP® with 20 years of industry experience, currently serving as an advisor at Capital Investment Advisors, LLC. Prior to joining Capital Investment Advisors, he spent 14 years with Guidestone Advisors and Guidestone Financial Resources. Outside of his advisory role, he holds a 50% ownership interest in Tricia Roos Consulting LLC, an education consulting business, though he does not actively participate in its operations. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management through a structured, ETF-based portfolio approach, with specialized services including family-office style support, pension consulting, executive compensation analysis, and access to private investments.

Gavin Pucciarello is a financial advisor at Apollon Wealth Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax and 1st Global Advisors before joining Apollon in 2025. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting, employing a combination of centrally managed models and locally managed portfolios.

Mark Oswald is a financial advisor with Balefire, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at B/D Compliance Associates, Bridge Capital Associates, AEGIS Financial, and H. Beck, Inc. Outside of advisory work, he serves as a board member of Ozzie's Pitch-22 Foundation, a charitable organization that provides scholarships. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities with discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm uses a team-based investment process featuring core-plus-tactical model portfolios and licensed third-party research to tailor client relationships by risk profile and goals.

Milan Madhani is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Vanderbilt Advisory Services and related entities since 2020 and previously spent several years with HD Vest Insurance Agency and affiliated firms. Outside of his advisory role, he owns and operates Vimlan Tax Services, LLC, providing tax, accounting, and payroll services. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, combining fundamental, technical, and charting analysis with access to proprietary and third-party investment solutions, alongside integrated retirement-plan consulting and administration services.

Matthew Sanchez is a financial advisor at Simplicity Wealth based in Allen, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Simplicity Wealth, he has held roles at AdvisorEdgeOS LLC and Ascend Financial Group, LLC. Outside of financial services, he has been involved with Switchback Coffee Roasters since 2021. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational solutions for advisors, including a managed account platform and customizable investment models.

Jordan Schwartz is a financial advisor with Strategic Wealth Investment Group, LLC in Louisville, KY, holding a Series 65 designation and 10 years of industry experience. He is the owner of Jean and Jordan, LLC, a virtual success coaching company, and maintains a blog targeted at millennials. His prior experience includes roles at Bass Realty and operating independent leasing and consulting businesses. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop tailored investment plans, which are typically managed on a discretionary basis and may include allocations to private placements and externally managed vehicles.

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.

Angela Tacco is a financial advisor with Level Four Advisory Services in Fort Worth, TX, holding a Series 66 designation and 15 years of industry experience. She previously worked at Edward Jones from 2010 to 2019 before joining Level Four Financial, LLC, and Level Four Advisory Services. Outside of her advisory role, she volunteers as a retirement planning educational seminar facilitator with AARP and serves as an instructor at Tarrant County Community College and Texas Christian University. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and 13,865 client relationships. The firm serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing fee-only financial planning, asset management, and retirement plan advisory services.

Kris Maksimovich is a financial advisor at Merit Financial Advisors with 25 years of industry experience. He previously worked at Global Wealth Advisors and Commonwealth Financial Network from 2008 to 2025 before joining Merit Financial Group. Outside of his advisory work, Maksimovich owns KTM Vans, LLC, which holds a sprinter van used for sports-related travel and remote work. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach utilizing model portfolios and modular sleeves that advisors can tailor through various investment vehicles, with oversight from a central Investment Management team and committee.

Brendren Austin is a financial advisor at Cain, Watters & Associates, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at PriceWaterHouseCoopers from 2014 to 2021. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and trustees or plan sponsors of pension and profit-sharing plans. The firm also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Nelson Kamimura is a financial advisor at USAA Investment Services Company with 15 years of industry experience. He holds a Series 66 designation and has worked in various roles within USAA, including positions at USAA Life Insurance Company and USAA Financial Advisors Inc. 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 a Retirement Income Strategy Report and facilitates client referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Angela Raley is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. Her prior roles include positions at Hilltop Securities Inc., Accelerate Mortgage, and BBVA affiliates. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting. The firm combines advisor-led client interaction with a research-driven asset allocation process managed by its Strategic Investment Advisors.

Andrew Seale is a financial advisor at Merit Financial Advisors with a Series 65 designation and one year of industry experience. He previously worked at PwC and studied at Texas A&M University. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across 144 advisors and serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm applies a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Paul Benge is a financial advisor with Advisor Resource Council based in Dallas, TX, holding Series 63 and Series 65 licenses and totaling 40 years of industry experience. His career includes roles at LPL Financial, Wells Fargo Clearing, and Citigroup Global Markets. He operates a registered investment advisory business under the DBA Benge Financial within Advisor Resource Council. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting services. The firm integrates artificial intelligence with fundamental analysis to offer model and separately managed account strategies under its AIQ platform, supplemented by third-party advisory programs and custom solutions.

Christopher Wigington is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Manarin Investment Counsel Ltd, and Securities America Advisors, Inc. He has been with Prospera Financial Services since 2014. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial planning, portfolio management, and access to multiple advisory platforms.

Justin Davis is a CFP® professional with 25 years of industry experience. He is currently with Ascentis Independent Advisors, LLC and has held prior roles at Peak Brokerage Services, LLC, Impact Financial Strategies, LLC, Raymond James Financial Services, Inc., Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Outside of his advisory work, Davis is the owner and CEO of Impact Financial Strategies, LLC and is involved in offering disability insurance. Ascentis Independent Advisors serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including discretionary management, third-party managers, and private direct investments, with portfolios actively monitored and rebalanced.

Marc Liberman is a financial advisor at Aegis Capital Corp. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Morgan Stanley, B. Riley Wealth Advisors, and Morgan Stanley Private Bank. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, with a notable emphasis on non-discretionary client relationships.