Soren Schwan is a financial advisor at Atlas with Series 63 and Series 65 credentials and nine years of industry experience. He previously worked at Pittenger & Anderson for four years and has a background that includes direct sales with Norwex. Outside of financial advising, he is involved in direct and online sales of household and cleaning products with Norwex. Atlas provides wealth management and financial planning services to individuals, families, high-net-worth clients, trusts, estates, businesses, and pooled investment vehicles. The firm combines fundamental and technical analysis within a primarily long-term, index-based framework and is notable for sponsoring a private credit fund and offering performance-based fee arrangements.

Dominic Cooper is a financial advisor at United Advisors America with a Series 65 credential and one year of industry experience. Prior to his current role, he has worked at VisaNotary, Alliance America, and held positions outside of the financial industry at Rally House and New Balance. He is also active as an insurance agent with Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, using a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios that include mutual funds, ETFs, and select exchange-traded products. The firm manages approximately $353.7 million in assets and offers both discretionary and non-discretionary portfolio management along with complimentary financial planning services.

Richard Follett II is a ChFC® credentialed financial advisor with 18 years of industry experience. He is currently affiliated with United Advisors America, where he has worked since 2008. Follett also serves as Senior Vice President of UF Resources Corporation and is an insurance agent for Alliance America Corporation, a life and health insurance agency. United Advisors America serves individual investors, particularly those at or near retirement, as well as pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based investment approach, utilizing model portfolios, tailored asset allocation, and periodic rebalancing, while offering complimentary financial planning upon request.

Cameron Ressetar is a CFP® and Series 66 credentialed advisor with 12 years of industry experience. He is currently with SteadTrust, where he has worked since 2025. Prior to this, he held roles at Apeiron Planning Partners, Atlas Wealth Advisors LLC, National Asset Management, National Securities Corporation, and WFG Investments Inc. Outside of his advisory work, Ressetar owns Caddie Collaborative Divorce, a divorce consulting service that assists clients with financial organization and settlement planning. SteadTrust LLC is a team advisory firm managing approximately $438.9 million in assets across nine advisors. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and pension consulting with a diversified investment approach that includes discretionary account management and alternative investment strategies.

Matthew Canton is a financial advisor at United Advisors America with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and First United Bank, among other firms. Outside of advisory work, he is involved with Alliance America Corporation, an insurance company. United Advisors America provides investment management services mainly to individuals near retirement and to pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach using customized asset allocations and model portfolios primarily consisting of mutual funds and ETFs.

Alex Goldstein is a financial advisor at Atlas with seven years of industry experience and holds a Series 66 designation. He has worked at several firms including Bank of America, Merrill, and Chesapeake Asset Management. Outside of his advisory role, he serves as Vice President of Investor Relations at Percent Technologies, an investment platform technology company, and is the founder of Spreadwise LLC, a financial services venture affiliated with Atlas. Atlas provides wealth management and financial planning to individuals, high-net-worth clients, families, trusts, estates, businesses, retirement plans, and pooled investment vehicles. The firm employs a combination of fundamental and technical analysis within a primarily long-term, index-based investment framework, and is notable for sponsoring private investment vehicles including a private credit fund.

Garrett Williams is a financial advisor with Corus Family Wealth Advisors, Inc. in McKinney, TX. He holds a Series 65 credential and has five years of industry experience. His work history includes roles at Schubert & Company, Inc., Financial Innovations LLC (dba Wisdom Index Advisors), and Beacon Pointe Advisors. Corus Family Wealth Advisors provides discretionary portfolio management, financial planning, and family office services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a diversified investment approach based on modern portfolio theory, emphasizing low-cost institutional mutual funds and ETFs with tailored allocations including private funds and alternative investments.

Westley Schubert is a financial advisor at Corus Family Wealth Advisors, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Corus, he worked at The Boeing Company for three years. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation approach using diversified portfolios mainly composed of ETFs and institutional mutual funds, supplemented by a broad range of asset classes and third-party research.

Thomas Kowalczyk is a financial advisor at SteadTrust with 16 years of industry experience. He holds the Series 66 designation and has previous experience at B.Riley Wealth Management and WFG Investments. SteadTrust is a team advisory firm managing approximately $438.9 million with nine advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, and pension/401(k) consulting, employing a variety of investment strategies and managing accounts primarily on a discretionary basis.

Christopher Corjay is a financial advisor with Black Knight Wealth Management, LLC, holding a Series 65 designation and bringing 12 years of industry experience. His career includes roles at Vision Advisors, Inc., Optivise Advisory Services, and OnPointe Advisory and Financial Services, LLC. Corjay is also a CFO and part-owner of 1 Plus 1 Equal 3, Inc. Black Knight Wealth Management serves individual and high-net-worth clients, offering portfolio management, financial planning, and personal services. The firm employs a multifaceted investment approach that includes discretionary management of model portfolios and tailored strategies, with access to private funds managed by an affiliated adviser as well as traditional investment vehicles.

Kenneth Blattenbauer Jr. is a financial advisor with Kingstone Capital Partners Texas, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior experience includes roles at Morgan Stanley, DLK Investment Management, and Emerson Equity LLC. He is also involved in several related business activities, including serving as CEO and CCO of Kingstone Capital Partners Texas and managing private fund vehicles under Firethorn Alternative Equity, LLC. Kingstone Capital Partners Texas, LLC provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines bottom-up fundamental analysis with a top-down overlay, utilizing direct equity holdings, ETFs, and derivatives with quantitative risk controls.

Michael Cooper is a financial advisor at United Advisors America with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at United Advisors America since 2009 and Alliance America Corporation since 2010. In addition to his advisory role, he serves as a Regional Sales Director at Alliance America Corporation, a life and health insurance agency. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach with customized asset allocations, using mutual funds, ETFs, and select exchange-traded products, while allowing clients to set reasonable investment restrictions.

Robert Koerner is a financial advisor with CLG LLC, holding Series 63, 65, and 66 designations and 39 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Cetera Advisor Networks. Koerner also provides insurance advice as an independent insurance agent. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm offers asset management, financial planning, retirement consulting, and insurance solutions, employing a range of analytical methods and investment strategies including derivatives and digital assets.

Quan Nguyen is a financial advisor with Catalyst Wealth Management LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Innovation Partners LLC, GWN Securities, Inc, and Equitable Advisors, LLC. Outside of his advisory work, he is a licensed insurance agent and registered representative. Catalyst Wealth Management LLC provides portfolio management and retirement-plan services to individuals, high-net-worth clients, and employer retirement plans. The firm primarily employs turnkey asset management programs and 401(k)/403(b) plan administration, managing approximately $105 million in assets for over 9,500 clients.

Malcolm Walton is a financial advisor at Gannett Wealth Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Fisher Investments, Bank of America, Merrill, and Northwestern Mutual. Gannett Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, charitable organizations, and employer retirement plans. The firm provides wealth management, financial planning, retirement plan consulting, and tax preparation, combining passive and active investment strategies while offering trust-affiliated custody and crypto-related services.

Todd Berger is a financial advisor with SteadTrust, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at B. Riley Wealth Management, National Securities Corporation, and United Advisors Services. He is also involved with RDL Wealth Management LLC, a financial securities business conducted through SteadTrust. SteadTrust LLC is a team advisory firm managing approximately $439 million with nine advisors, serving individuals, high-net-worth clients, pension plans, and business entities. The firm offers portfolio management, financial planning, and pension consulting, using a range of investment strategies and typically managing accounts on a discretionary basis.

James Moore is a CFP® professional with 10 years of experience, currently serving as an advisor at Eclectic Associates, Inc. since 2016. He is based in Gunter, TX, and works as part of an 11-advisor team. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser providing discretionary investment management, integrated financial planning, and consulting services to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets and develops tailored Investment Plans that incorporate diversified mutual funds and ETFs, employing Modern Portfolio Theory with long-term holdings and periodic rebalancing.

Jonathan Melehan is a financial advisor at Black Knight Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Smith Barney LLC and Kaplan Professional. In addition to his advisory role, he owns Black Creek Consulting LLC, where he provides sales consulting to investment firms. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination of services involving attorneys, tax advisors, and private bankers. The firm employs a disciplined investment process using fundamental, quantitative, and technical analysis, and manages accounts through discretionary, asset-based approaches tailored to client needs.

Jaya Prakash Gadela is a financial advisor at Life, Inc. Retirement Services with one year of industry experience. He holds a Series 65 designation and has previous work experience at Computer Concepts Inc, Finvest Financials LLC, Hegemon Group International, RJHub Solutions LLC, and Ameritek Global Inc. Life, Inc. Retirement Services provides portfolio management, financial planning, and pension/401(k) consulting primarily to retail clients and employee benefit plans. The firm uses fundamental and quantitative analysis alongside modern portfolio theory and focuses on long-term trading, managing both discretionary and non-discretionary accounts with total assets under management of approximately $91.6 million.

John Lopez is a financial advisor at Eagle Financial Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Eagle Financial Advisors since 2015 and Eagle Financial Group since 2019. His career also includes 12 years at CLA USA Inc. and over two decades as an independent insurance agent. Eagle Financial Advisors, LLC serves individuals, high-net-worth clients, trusts, corporations, and other entities by providing portfolio management and third-party manager selection. The firm manages approximately $113 million in assets, primarily on a non-discretionary basis, using quantitative methods, third-party research, and client-specific investment policies.