Jacob Rothenberg is a financial advisor at Procyon with Series 65 and Series 66 credentials and two years of industry experience. His prior experience includes a decade at Bank of America and a year at Oliver LaGore VanValin Investment Group, Inc. Procyon serves individuals, families, trusts, businesses, retirement plans, RIAs, and institutional clients with comprehensive investment management and advisory services. The firm manages approximately $9.2 billion in assets, using fundamental analysis and an internal due-diligence process to construct portfolios primarily with mutual funds, ETFs, equities, and fixed income.

Richard Havard is a financial advisor with Calton & Associates, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at Gqo Investment Advisors, Dominion Investor Services, INVEST Financial Corp., and Securities America Advisors. Outside of his advisory work, he owns a digital marketing consulting firm focused on SEO and sales automation and serves as an agent for Snug, Inc., assisting with estate planning technology. Calton & Associates is a multi-team registered investment adviser and broker-dealer that serves individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, sponsors wrap fee programs, and recommends third-party money managers using a variety of analytical approaches.

Emmanuel Leak is a financial advisor at International Assets Investment Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with International Assets Advisory, LLC since 2016. Leak is also the president and sole owner of ECL Private Wealth Management, LLC, a securities business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, along with access to third-party money managers and financial planning services.

Dagny Young is a financial advisor with Sunbelt Securities, Inc. in Celina, TX, holding Series 63 and Series 65 credentials and 33 years of industry experience. She previously worked at PTX Securities, Inc. from 2018 to 2020. Outside of her advisory role, she is a 50% owner of Castaway Vacations Inc., a travel agency, and also holds ownership interests in business consulting and project management through The Level Edge, Inc., and a member position in The Tropical Toucan LLC. Sunbelt Securities, Inc. serves individual, high-net-worth, and institutional clients through a network of investment adviser representatives who implement a range of portfolio strategies. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers within a multi-team structure.

Ryan Mcclellan is a financial advisor with Earned Wealth Advisors, LLC in Celina, TX. He holds the Series 65 designation and has four years of industry experience. His prior roles include positions at Fisher Investments and Sole Sight. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees. The firm offers comprehensive financial planning, discretionary wealth management, and retirement plan consulting, utilizing independent investment managers and sophisticated portfolio management tools.

Can I retire soon? Am I on track? What happens if life throws a curveball? These are the questions I help people answer. Because money isn’t just about numbers, it’s about living with purpose and confidence. I became an advisor in 2012, just a few years after the 2008 financial crisis, when I saw how quickly dreams could be lost in the panic. I bring both technical expertise (MBA, CFA, CFP®) and a global perspective, having been born in France and raised between cultures. But more important than credentials is this: my goal at Orgallic Wealth is to turn “someday” plans into clear, confident strategies. Whether that means retiring early, starting something new, or finally tackling that stack of projects in the garage, I believe money should serve your life—not the other way around.

Steven Collier is a financial advisor with Independent Wealth Network, Inc., holding Series 65 and Series 63 licenses and bringing eight years of industry experience. He has worked at Independent Wealth Network since 2019 and serves as a firefighter and EMT for the Fort Worth Fire Department. Independent Wealth Network advises individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations, offering wealth management, financial planning, and consulting services. The firm’s investment approach includes developing customized Investment Policy Statements and implementing discretionary portfolio strategies using a combination of third-party managers and proprietary oversight tools.

James Taylor is a financial advisor at Inspire Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at AMC Wealth Management, LLC and Retirement Planners of America. Taylor is also a licensed life insurance agent based in Frisco, TX. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual and high-net-worth clients as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a variety of investment methods, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

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.

Connor Rigg is a Series 65-licensed advisor at Independent Wealth Network, Inc. based in Sanger, TX, with no prior industry experience. He has worked as a mechanical engineer specializing in hydraulics at Lockheed Martin since 2018. Outside of his advisory role, Rigg serves as president and owner of Blue Bird Holdings LLC. Independent Wealth Network, Inc. provides wealth management and financial planning services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and utilizes third-party managers and models to oversee approximately $518 million in client assets.

Ryan Hawkins is a financial advisor at USAA Investment Services Company with 16 years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank, Merrill, Bank of America, and other financial institutions. Outside of his advisory role, Hawkins is involved in technology through ownership of Evalu8, LLC, which focuses on app development and AI technology for self-evaluation. 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 Retirement Income Strategy Reports and facilitates referrals to third-party broker-dealers or advisers rather than managing client assets directly.

Danny Chapman is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 designations and bringing 43 years of industry experience. His prior work includes tenures at Wells Fargo Advisors Financial Network LLC and Merrill. He has been with Prospera since 2019. 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 business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

David Rigg is a Series 66-licensed advisor with Independent Wealth Network, Inc., bringing 10 years of industry experience. He has worked at KFA Financial and Independent Wealth Network since 2018 and holds a long-term role as Chief Pilot Network Operations Center at Southwest Airlines. Outside of financial advising, he teaches leadership courses through Tribe & Trust Leadership. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers tailored investment strategies using fundamental and technical analysis, discretionary portfolio management, and access to third-party managers and model portfolios.

Nehemiah Mc Farlin is a financial advisor with Dunham holding a Series 66 credential and five years of industry experience. His prior roles include positions at LAZ Parking and Instacart. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients through proprietary mutual funds, wrap fee programs, separately managed accounts, investment consulting, and a private fund. The firm employs a manager-of-managers investment approach with formal quarterly rebalancing and offers custody, trust, and donor-advised fund services through its affiliated trust company.

Michael Brandone is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has worked with multiple firms, including GLP Investment Services, LLC and Veritas Independent Partners. Besides advisory roles, Brandone is also an insurance agent specializing in life insurance and annuities and serves as a FINRA arbitrator. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs advanced strategic asset allocation methods and offers supplemental services such as 529 plan assistance and plan-sponsor investment policy reviews.

M F Long II is a financial advisor with Calton & Associates, Inc. in Denton, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with several firms, including VSR Financial Services, Inc. and First Financial Services Group. Outside of his advisory role, he is an agent for LegalShield, offering will and identity theft protection services. Calton & Associates serves individuals, retirement plans, trusts, estates, and business entities with fee-based portfolio management and financial planning, as well as commission-based brokerage and insurance products. The firm employs a range of analytical approaches and offers access to firm-sponsored and third-party managed portfolios.

Ashley Winters is a financial advisor at Financial Gravity Family Office Services, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at Forta Financial Group, Inc., Eckhoff Wealth Management, and Eqis Capital Management, Inc. Winters is also licensed to sell life and accident insurance products through an affiliated entity, dedicating a portion of her time to these activities. Financial Gravity Family Office Services, LLC provides comprehensive financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a multi-strategy investment approach, including fundamental, technical, and cyclical analysis, and frequently utilizes third-party sub-advisors and model portfolios while maintaining ongoing client oversight.

Bryson Beirne is a financial advisor at Savvy with 10 years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for 11 years. Outside of advising, he is a partner and driver with a ride-sharing service. Savvy provides investment and financial planning services to individuals, trusts, plan sponsors, charitable organizations, and corporations. The firm emphasizes diversified, index-based solutions combined with quantitative models and tax-aware strategies, integrating proprietary and third-party technology with human oversight.

Erik Blankmeyer Sr. is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include 13 years at TD Ameritrade and positions at AE Financial Services, AE Wealth Management, and SMART Wealth. He is the founder and managing partner of Blankmeyer Group, LLC, a management consulting firm, and serves as a board member of the nonprofit Humane Kinect. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers and wrap-fee programs, utilizing a variety of custodians and platform providers.

Jonathan Rotz is a CFP® with 25 years of experience in financial advising. He has worked with Arkadios Wealth Advisors since 2019 and previously held roles at Triad Advisors, Inc. and Parry Financial Advisors. He also owns Envision Financial Planning, a financial planning business serving clients directly. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various portfolio management options and incorporates a blend of fundamental, technical, and cyclical investment analysis.