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 with a Series 65 registration and less than one year of industry experience. Prior to his current role, he has held positions with AdvisorEdgeOS LLC and Ascend Financial Group, LLC. Outside of finance, he has been involved with Switchback Coffee Roasters. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, along with technology and operational support for other advisers through a managed account platform.

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 with Advisor Share Wealth Management, LLC in McKinney, TX, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at multiple firms, including TF Wealth Management and SagePoint Financial, and serves as president of both MPWM, Inc. dba TF Insurance and Financial Solutions and Terra Firma Business & Financial Consultants, LLC. Besides advising, he is involved in business consulting and operates several closely held business interests in tax services, marketing, and restoration. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm provides portfolio management, retirement plan services, and a web-based asset management platform, utilizing third-party sub-advisers and model portfolios in both discretionary and non-discretionary engagements.

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 bringing 12 years of industry experience. Her prior roles include positions at Hilltop Securities Inc., BBVA Securities Inc., and JPMorgan Securities LLC. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual investors, corporations, retirement plans, government agencies, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by an affiliated advisory firm.

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 in Dallas, TX. He holds Series 63 and Series 65 credentials and has 40 years of industry experience. Since 2016, he has been associated with both Advisor Resource Council and LPL Financial. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises with asset management, financial planning, and retirement plan consulting. The firm employs AI-driven model portfolios combined with fundamental analysis and offers a range of investment strategies tailored to different account sizes and client needs.

Christopher Wigington is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Prospera Financial Services since 2014. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices, offering a range of investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

Richard Lee Jr. is a CFP® and CFA® with 38 years of industry experience. He has been with Lee Financial Corporation since 2010. He serves on the board of directors of Wynne/Jackson Inc., a real estate development firm, although he has not been active in this role for several years. Lee Financial Company, LLC provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based model focusing on tailored portfolios and also acts as investment adviser to private pooled investment vehicles.

Matthew Marcello is a CFP® licensed financial advisor with 19 years of industry experience. He is currently with United Capital Financial Advisors and has previously worked at Apexium Financial LP, Purshe Kaplan Sterling, and owns Soundwatch Capital, LLC and Capstone Wealth Management, LLC. He also holds insurance licenses in life, health, and annuity lines and is involved with M Financial Group as a life insurance producer. United Capital Financial Advisors provides national financial planning and discretionary investment management services to individuals, high-net-worth households, retirement plans, and institutional clients. The firm supports customized investment strategies and operates a technology platform, FinLife Partners, which assists independent advisors while maintaining a broad affiliate network that includes legal and trust services.

Marc Liberman is a financial advisor at Aegis Capital Corp. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and B. Riley Wealth Advisors. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options across multiple managed account programs and provides trade execution, clearing, custody, and reporting services.

Jennifer Armstrong is a CFP® with 24 years of industry experience. She has been with Lee Financial Corporation since 1997. Lee Financial Company provides fee-only financial planning and discretionary and non-discretionary portfolio management to a range of clients including individuals, families, trusts, charitable organizations, and employer retirement plans. The firm operates with a team-based model centered on its WholeVision™ planning framework and manages both traditional portfolios and affiliated private partnerships.

Frank Zaccardo is a financial advisor at Kingswood Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2010. Outside of his advisory work, he owns Gump Productions, a home-based business that sells his personal photography. Kingswood Wealth Advisors serves a broad range of clients including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized portfolio management, financial planning, and ERISA plan advisory services, operating an open-architecture platform that frequently employs third-party managers and provides integrated insurance-linked account management.

Alexandra Smith is a financial advisor at Cain, Watters & Associates, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at KPMG LLP for five years. Cain, Watters & Associates, LLC provides financial planning, retirement planning, and investment management services primarily to individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers a range of solutions including comprehensive financial planning, ERISA plan advisory, and managed account strategies, supported by affiliations with a bank and related investment and accounting entities.