Travis Evans is a Series 66-licensed financial advisor with six years of experience at First Command Advisory Services. Prior to his advisory career, he served 25 years in the US Army. He is also the owner of Funkytown Vending, a business providing vending machines for apartment buildings. First Command Advisory Services serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage portfolios.

Zachry Fearing is a financial advisor with Centaurus Financial, Inc. in Highland Village, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Centaurus Financial since 2016. In addition to his advisory role, he is involved in property and casualty insurance sales and provides support for life insurance products. Centaurus Financial serves a diverse client base including individuals, families, small businesses, and institutional clients, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs both discretionary and non-discretionary management styles and utilizes various analytical approaches alongside model overlay programs and third-party money manager referrals.

Dianne Paroubek is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. Her career includes prior roles at LPL Financial, Independent Financial Partners, Merrill, and A. G. Edwards & Sons, Inc. She provides investment advisory services through Private Advisor Group, an independent investment advisor firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions. The firm employs a fiduciary-based advisory model, leveraging technology platforms and both proprietary and third-party strategies to meet client goals.

Brian Miller is a financial advisor at Mercer Global Advisors Inc. with 20 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked with firms including Fisher Investments, Charles Schwab & Co., TD Ameritrade, and Wells Fargo Investments. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach uses Modern Portfolio Theory to create globally diversified, risk-appropriate portfolios implemented through a variety of vehicles, including low-cost ETFs, separate account managers, and private funds.

Ralph Youngblood Jr. is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 29 years of industry experience. His prior roles include positions at Merrill and LPL Financial, where he worked for 14 and 15 years respectively. Youngblood also manages Youngblood Wealth Management, an entity related to his advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Timothy Aragon is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His work history includes roles at Transamerica Investors Securities Corporation, TRANSAMERICA Retirement Solutions, State Farm VP Management Corp., and Justin Kenney Insurance Agency. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that provide managed investment advice and education. The firm leverages Morningstar Investment Management’s proprietary tools and model portfolios to deliver asset allocation and retirement planning guidance, primarily focusing on non-discretionary assets across a large client base.

Edward Ittner Jr. is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His prior roles include positions at Merrill, NEXT Financial Group, and Ashland Management, Inc. He also owns Fundamental Value Analytics, a research venture focused on stocks, bonds, and macroeconomic analysis to support client advising. Integrity Alliance, LLC serves a diverse client base ranging from individual investors to corporations and qualified retirement plans. The firm manages approximately $5.4 billion in assets through a network of over 300 independent advisors, offering portfolio management, financial planning, and both wrap and non-wrap accounts, utilizing various strategic allocation approaches and third-party sub-advisers.

Jasmine Gregg is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and 10 years of industry experience. She has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2017, and previously at FIDELITY Brokerage Services LLC from 2014 to 2016. She also has experience at the University of Texas in Arlington. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolio services and investment education through various advice programs. The firm uses proprietary software and model portfolios from Morningstar Investment Management to guide asset allocation and retirement planning, operating at scale with over 300 advisors and more than 200,000 clients.

Gary Calmes is a CFP® professional with 19 years of experience in financial advising, currently affiliated with Cetera Planning Partners. He has extensive experience through his own firm, Calmes Financial, and has served on the Denton Fire Pension Board since 2014. Outside of his advisory work, Calmes holds board positions at Denton Calvary Academy and the Woman to Woman Pregnancy Resource Center, and serves as an elder at Denton Bible Church. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, and Social Security optimization. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs, supported by integrated ancillary services such as tax planning and estate strategies.

Vineet Kalra is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. His prior work includes roles at The Quantum Group, Ash Brokerage, and Global View Capital Management. Outside of financial advising, he is the managing member and consultant at Capilano Solutions LLC, an information technology firm. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure across its extensive network of advisors.

Tyler Rea is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at American Contractors Insurance Group and Ernst and Young. Additionally, he is involved in insurance sales, advising clients on insurance products. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and sub-advisory services.

Matthew Howard is a Series 65-licensed financial advisor with five years of industry experience. He is currently associated with Brookstone Capital Management LLC and Guardian Financial Management. Prior to these roles, he worked for PR Liquidating Trust for eleven years. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, a variety of investment products, and both internal and external sub-advisors to implement client portfolios.

David Ragan is a CFP® professional with 19 years of industry experience. He currently works at Allworth Financial, L.P., where he has been since 2026, following a 23-year tenure at Grunden Financial Advisory. In addition to his advisory work, he serves as an adjunct finance professor at the University of North Texas, teaching personal finance topics. Allworth Financial serves a diverse client base that includes individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers a range of services such as financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars.

Clovis Morrison is a financial advisor at Centaurus Financial, Inc. with 38 years of industry experience. He has been with Centaurus since 1996 and has a nearly four-decade tenure at A.L. Williams. Morrison serves on the board of advisors for EQIS Capital Management and is an adjunct professor teaching retirement classes at Brookhaven College. He is also the author of a book managed through Foresight Education LLC. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through the CLASSIC Plus platform, employing a mix of fundamental, technical, bottom-up, and top-down analysis, with both discretionary and non-discretionary arrangements.

Ryan Hubka is a Series 66-licensed financial advisor with Morgan Stanley, based in Highland Village, TX, and has 26 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2008, including the Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Harrison Pope is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. He joined Edward Jones in 2025 after prior roles in various industries including Actalent and Telus International. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Kenneth Hang is a financial advisor at Edward Jones with 20 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 66 licenses. Kenneth has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Zachary Bonner is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Bellann Hyten is a financial advisor with LPL Financial in Corinth, TX, holding a Series 66 credential and 12 years of industry experience. Prior to joining LPL Financial in 2020, she worked at Waddell & Reed and various insurance agencies. Outside of her advisory role, she is involved with the Greater Denton Arts Council and has a background in business ownership and community organizations. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by technology tools and a large network of over 22,000 advisors.

Bryan Hall is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Fidelity Investments and TD Ameritrade, among others. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG considerations where applicable.