Laura Nash is a financial advisor at Madison Partners with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill and Pruco Securities, LLC. Nash also has experience outside finance, including a role at International Laboratory Supply. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives.

Antonio Reyna is a financial advisor at Rossby Financial, LLC with 33 years of industry experience. He holds a Series 63 designation and has worked previously at Osaic Wealth, Inc. and Securities America Advisors. Outside of his advisory role, Reyna serves as Lead Security Supervisor at The Cynthia Woods Mitchell Pavilion, overseeing venue security and guest relations during performances. Rossby Financial is a Registered Investment Adviser serving individuals, trusts, charitable organizations, and corporate entities with portfolio management, financial planning, and retirement consulting. The firm manages approximately $358.6 million across about 800 client relationships, employing diverse analytical methods and customized strategies to align with clients’ risk tolerance and investment horizons.

William Burton is a financial advisor at Principal Advised Services with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Principal Advised Services since 2022. Prior to this, he worked at Principal Securities Inc. and Principal Life Insurance Company starting in 2013. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients through non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary models to deliver tailored advice and benefits from its affiliation with the Principal Financial Group family.

Michael Fortner is a CFP® professional with 25 years of industry experience. He is currently with Secure Asset Management, L.L.C. and has prior experience at Aurora Securities Inc., SCF Investment Advisors, Inc., and SCF Securities, Inc. Outside of his advisory roles, he serves as a trustee and executor of an estate and owns a wealth services business. Secure Asset Management, L.L.C. serves individual clients, including both non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting. The firm employs a range of investment strategies guided by written policy statements and frequently utilizes third-party money managers and held-away account management.

Brian Baker is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Pinnacle Capital Securities, McNally Financial Services Corporation, and Triton Pacific Securities, among others. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model and utilizes a range of investment strategies, including discretionary asset management and third-party manager due diligence.

Sonia Martinez Trujillo is a financial advisor at Fiduciary Financial Advisors with one year of industry experience. She holds a Series 65 designation and previously worked at Maia Wealth and LJA Engineering, Inc. Outside of her advisory role, she teaches Pre-Calculus part-time at Regina Caeli Academy and is a contracted health insurance agent with OpenSi Group. Fiduciary Financial Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments using various analytical methods, and offers trustee services as well as access to private and non-liquid alternative funds.

Michael Snasel is a financial advisor at Simplicity Wealth with 17 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including LifePro Asset Management and Horter Investment Management. He is also the owner of Vantage Financial Group, where he engages in retirement income planning, Social Security optimization, and legacy planning. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational support for other advisers.

Christopher Sewell is a financial advisor at Mutual Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at KPMG, Brownline and Braden Advisors, and Avrey Ranch Golf Club. Outside of his advisory role, he is involved in administration and operations at Wise Capital Partners, LLC. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm offers a range of services including asset management and ERISA plan advisory, utilizing both passive and active investment strategies tailored to client objectives.

Juan Hernandez Ariano is a CFP® with 8 years of experience currently serving at OneSeven. His prior roles include positions with Baron Financial Advisers, 212 Advisory Group, and Top Global Financial Advisors. He is president of the Financial Planning Association of Houston and is involved in college planning and technological advisory through WealthCreate LLC. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, focusing on diversified portfolios that may include mutual funds, ETFs, stocks, bonds, alternatives, and private placements. The firm employs both discretionary and non-discretionary approaches and leverages third-party platforms and managers to implement its strategies.

Aaron Boyce is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 designation and 11 years of industry experience. His prior roles include positions at Mercer Global Advisors and Lake Point Wealth Management, among others. Outside of investment advising, he is president of Boyce Financial Services, an insurance sales business, and serves as a business development consultant for Multiplan/Benefits Science Technologies, a firm providing analytic solutions through software and automation. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and focuses exclusively on individual and high-net-worth investors.

Larry Prickett is a financial advisor at Global View Capital Management LLC with one year of industry experience. He holds a Series 65 credential and previously operated a trucking business before transitioning to financial services. Prickett also serves as an insurance agent with Experior Financial Group, where he markets and sells life insurance and annuity products. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs technical and quantitative investment strategies supported by its proprietary research platform and offers a variety of managed account options and third-party platform integrations.

Miriam Angel is a Series 66 licensed financial advisor with 12 years of industry experience. She has worked at Mutual Advisors, LLC since 2019 and previously held roles at Securities America Advisors Inc. and Williams Financial Group of Kingwood. Outside of her advisory work, she is an owner-partner of Wise Capital Partners, LLC, a non-investment-related business. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, serving individual and institutional clients with a range of services including asset management, financial consulting, and ERISA plan advisory. The firm employs a diverse investment approach combining passive and active strategies tailored to client objectives.

Jared Neven is a CFP® professional with nine years of industry experience, currently serving as an advisor at Sowell Management. He is also co-founder and partner of Bellwether Advisory Group. His prior experience includes roles at Baker Tilly Capital, LLC, Baker Tilly Wealth Management, LLC, and Kestra Investment Services, LLC, as well as service in the United States Army Reserve. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers solutions including model portfolios, third-party manager selection, unified managed accounts, and held-away account management.

Norbert Karczewski is a financial advisor at Navy Federal Investment Services, LLC with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at First Command Advisory Services and related entities from 2013 to 2024. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers on platforms such as Envestnet, providing ongoing account monitoring and rebalancing.

Daniel Goodwin is a financial advisor at Accurate Wealth Management, LLC with 16 years of industry experience. He holds Series 65 and Series 63 designations and has been involved with multiple firms including Provident Wealth Advisors, LLC and Goodwin Financial Reality, which he manages outside of investment activities. Accurate Wealth Management serves individuals, pension plans, charities, corporations, and other advisers, offering discretionary portfolio management, financial planning, and a range of investment options including alternative assets. The firm emphasizes value, safety, quality, and risk control in its asset allocation approach and manages approximately $1.71 billion in regulatory assets.

Kenneth Golden is a financial advisor with The Mather Group, LLC, holding a Series 65 credential and seven years of industry experience. Prior to joining The Mather Group, he worked for Exxon Mobil for 34 years and spent a year in retirement. Outside of his advisory role, he is a member of KAG HOLDINGS, LLC, an engineering and management consulting business. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and customization options such as direct indexing and ESG portfolios.

Jennifer Richards is a financial advisor at Avantax Planning Partners, Inc. with 14 years of industry experience. She holds the ChFC® designation and Series 66 and Series 63 licenses. Her prior roles include work at Cetera Wealth Services, Avantax Advisory Services, and John W. Rood, CPA, where she assists with tax-related questions for investment clients. Richards is also an insurance agent with Genworth Financial. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm operates through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets, and offers tax-intelligent strategies and discretionary management using firm-designed allocation models.

Erling Brakke is a CFA® charterholder with 10 years of industry experience, currently serving at Financial Gravity Family Office Services, LLC. His prior roles include positions at Kingswood Capital Partners LLC and Forta Financial Group, Inc. Outside of advisory work, he is president of several non-investment related companies, including a CPA firm providing tax preparation and accounting services. Financial Gravity Family Office Services, LLC offers tailored financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a diverse investment approach using fundamental, technical, and cyclical analysis, often working with sub-advisors and model portfolios while maintaining ongoing client oversight.

Pardis Ferdosi is a CFP® with three years of industry experience, currently affiliated with Avantax Planning Partners, Inc. She has worked with Cetera Wealth Services, United Healthcare, and several Avantax-related entities. Ferdosi also serves as an independent health insurance agent, writing policies for a CPA firm. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and advisors. The firm manages approximately $7.57 billion in assets across various client segments using firm-designed allocation models and tax-intelligent strategies.

Christopher Wise is a CFP®-credentialed financial advisor with Mutual Advisors, LLC, based in Kingwood, TX, and has 10 years of industry experience. His prior work includes roles at Mutual Securities, Inc., and Colony NorthStar. Outside of advisory work, he owns and manages several business ventures, including a music production and entertainment company and an SBA loan assistance firm. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm employs a mix of active and passive strategies and supports a broad range of platforms and servicing arrangements.