Theresa Krupka is a financial advisor with Capital Analysts in Frisco, Texas, holding Series 63 and Series 65 licenses and having 18 years of industry experience. She previously worked at Valic Financial Advisors for 14 years and has been with Capital Analysts and Lincoln Investment since 2021. Krupka owns TLK Financial, LLC, which focuses on insurance products including fixed life, disability, long-term care, group policies, and SPIAs. Capital Analysts serves a range of clients including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management and retirement-plan advice through a network of independent advisors and firm-managed programs. The firm offers discretionary and non-discretionary investment management, utilizing a proprietary fund screening process and maintaining institutional relationships to support its services.

David Durham is a financial advisor with Foundations Investment Advisors LLC in Denton, TX, holding a Series 65 designation and two years of industry experience. Prior to joining Foundations, he worked at Stander Financial and held various roles in technology and real estate firms from 2016 to 2024. He is also involved in managing client investment accounts and insurance sales through Stander Financial. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, offering tailored advice through model portfolios and employs third-party sub-advisers and custodians.

Jamey Graham is a CFP® professional with 25 years of experience in the financial advisory industry. He is currently with United Advisor Group and has held roles at Graham Wealth Management, United Planners’ Financial Services of America, Signal Securities, and Southwest Securities. Graham is also active as a non-variable insurance agent in Prosper, TX. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non‑high‑net‑worth and high‑net‑worth clients, employing a combination of strategic and tactical asset allocation, value investing, and multiple analysis methods to tailor portfolios based on client goals.

Matthew Sahagian is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Navy Federal Credit Union and First Command entities. Outside of his advisory work, he owns and manages a property management business in Texas. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily utilizes managed advisory programs with third-party portfolio managers and offers automated investment solutions through a range of managed accounts and digital ETF portfolios.

Clifton Higgs is a financial advisor with BFC Planning, Inc. in Denton, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Cambridge Investment Research and Securities Management and Research. Outside of advisory work, he is involved in independent insurance agencies, focusing on health, property, and casualty insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional plans through a network of approximately 200 advisors. The firm provides financial planning and portfolio management services with a range of investment platforms and strategies, emphasizing client-specific approaches and operational features such as a formal review process for 12b-1 fees.

Hasan Hoke is a CFP® and ChFC® with 14 years of experience in the financial services industry. He currently works at Procyon Advisors, LLC and previously held roles at New York Life and its affiliated entities. Procyon serves a diverse client base including individuals, high-net-worth families, trusts, businesses, retirement plans, RIAs, and institutional clients, managing approximately $9.2 billion in assets. The firm employs a fundamental analysis approach in constructing portfolios primarily with mutual funds, ETFs, equities, and fixed income, offering both discretionary and non-discretionary management while incorporating ancillary services such as trust administration, in-house tax offerings, and AI decision-support tools.

John Shea is a financial advisor with First Advisors National, LLC in Denton, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has operated Shea Wealthcare since 2012. Outside of advising, Shea is an independent insurance agent through TriQuest USA and is involved in a tax referral business in West Palm Beach, FL. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, focusing on investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process emphasizes selecting and monitoring outside money managers and supplementing with individual securities analysis.

Daniel Lancaster is a CFP® and CFA® with 11 years of industry experience. He currently works at Advisors Capital Management, LLC and has previous experience at Fisher Investments and Ameriprise Financial Services. He is also involved with Lancity Enterprises, LLC, operating as The Wealth Expedition. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, providing discretionary portfolio management through customized accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection across equity, fixed-income, and tactical approaches, managing over $8 billion in assets for approximately 17,800 clients.

Adam Lucart is a Series 66-licensed financial advisor with eight years of industry experience. He currently works at Principal Advised Services in Corinth, TX, and has prior experience at Charles Schwab & Co., Inc. and Fidelity Brokerage Services, LLC. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. As part of the Principal Financial Group family, the firm combines proprietary models and third-party methodologies to deliver advice supported by dedicated governance and supervision teams.

Matthew Glinsky is a financial advisor at Zacks Investment Management, Inc. with 18 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Charles Schwab, Bank of America, Merrill, MTG Capital, and Robert Baird. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies that combine proprietary quantitative models with qualitative portfolio management. The firm sponsors wrap-fee programs, manages affiliated mutual funds and ETFs, and distributes strategies through multiple platforms.

Jamie Conlon is a CFP® and ChFC® professional with 11 years of experience in the financial services industry. He has worked at firms including John Hancock, Fidelity & Guaranty, and AIG Capital Services before joining Mutual of Omaha Investor Services, Inc. in 2026. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through Envestnet and uses Pershing as custodian, with advisors recommending model portfolios and serving as client contacts for third-party managers.

Guy Jones is a CFP® with 42 years of industry experience, currently serving at BFC PLANNING, Inc. since 2012. He has a long tenure in financial services, including roles at Securities Management & Research, Inc. and American National Insurance dating back to the early 1980s. Outside of advisory work, he is president of G&L Concepts, managing sales representatives and personal insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional clients through approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and sub-advisory services, utilizing various platforms and strategies tailored by individual advisers.

Ryan Mcenerney is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with The Oak Ridge Financial Services Group since 2014. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including high-net-worth households. The firm offers portfolio management, financial planning, and access to third-party managers and platform solutions.

Bobi Williams is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and bringing 21 years of industry experience. She has held various roles within USAA-affiliated entities since 2014, including positions at USAA Life Insurance Company and USAA Financial Planning Services. 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 and advisers, operating mainly as a referral intermediary without managing client assets.

Gary Bilyeu is a financial advisor at Independent Wealth Network, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Investment Advisors Corp and Broker Dealer Financial Services Corp. Outside of his advisory role, Bilyeu serves as a councilman on the Sanger City Council, is a member of the Sanger Education Foundation administrative committee, instructs leadership classes through Tribe & Trust Leadership, and serves on the board of Cowtown Warriors, a nonprofit supporting veterans. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, ongoing financial planning, access to third-party managers, and advisory support for held-away accounts, tailoring strategies to client goals with a range of investment approaches and ongoing portfolio oversight.

Charles Schwender is a financial advisor at PNC Wealth Management in Frisco, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at PNC Investments LLC, First Horizon Bank, the University of Alabama, and LDV. Schwender’s background also includes several years of full-time education. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digitally delivered, invitation-only discretionary account that uses approved model strategies managed by PNC or third parties. The firm’s approach involves algorithm-driven risk assessment and portfolio rebalancing, with certain operational features delegated to external providers.

Asim Awan is a financial advisor with Lincoln Investment in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Capital Analysts, Voya Financial Advisors, Valic Financial Advisors, and Ameriprise. He is also the founding partner of Red River Wealth Advisors, a financial services firm. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and participants in 403(b) and 457(b) programs. The firm’s investment approach is supported by an in-house Investment Management & Research team that develops strategic and adaptive model portfolios, while advisors use these tools to tailor strategies and provide both discretionary and non-discretionary advice.

Daniel Sciantarelli is a CFP® and ChFC® with 13 years of industry experience. He has been with First Command Advisory Services since 2015 and also holds roles at First Command Insurance Services, Inc. and First Command Financial Planning, Inc. Additionally, he is the owner of Sweet Water Financial LLC. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Susannah Thomas is a CFP® professional with four years of industry experience. She joined Allworth Financial, L.P. in 2026 after five years at Grunden Financial Advisory, Inc., where she also worked from 2013 to 2021. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, and charitable organizations, providing financial planning, portfolio management, and retirement plan consulting. The firm uses a combination of quantitative and qualitative analysis through an Investment Committee to create customized investment strategies across various asset classes.

Dimitry Prophete is a financial advisor at Hightower Advisors with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Goldman Sachs & Co and Osaic Wealth. Outside of his advisory work, he owns Clean Casa Miami LLC, a home cleaning service, and Prophete Risk Management LLC, a consulting business supporting athlete enterprises. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions, discretionary and non-discretionary portfolio management, and access to both affiliated and third-party managers.