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.

Elizabeth Dennen is an advisor at Compass Financial Management LLC with a Series 65 designation and five years of experience. Her prior work includes roles at State Farm Larry Martin, Ballet Frontier, and Dunham and Jones Law Firm. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm uses a variety of investment strategies, including equities, fixed income, mutual funds, and ETFs, and employs multiple analytical approaches along with third-party managers and internally managed model portfolios.

James Madden is a financial advisor at Csenge Advisory Group, LLC with 26 years of industry experience. He holds a Series 66 designation and has held roles at several firms, including Highridge Advisory, IP Financial Advisory Services LLC, and RBC Capital Markets Corp. Outside of financial advising, Madden is President and CEO of Trophy Technology, a fishing tackle company, and serves on the Elder Board at The Parks Church. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm combines fundamental and technical analysis with a relative strength methodology and a top-down market approach, offering customized portfolio management through discretionary or model-based allocations.

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.

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.

Kristen Smith is a CFP® certified financial advisor at Compound Planning, Inc. with six years of industry experience. Prior to joining Compound Planning in 2024, she worked at Empower Advisory Group and Personal Capital Advisors. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers a blend of long-term buy-and-hold strategies and tactical tools, including direct indexing and tax-loss harvesting, to build risk-based model allocations tailored to client goals.

Bryant Hayes is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior experience includes roles at firms such as Purshe Kaplan Sterling Investments, LPL Financial, and J.P. Morgan Securities. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm constructs diversified portfolios using a range of investment products and offers ongoing portfolio management, financial planning, and access to independent managers.

Abigail Casady is a CFP® with seven years of industry experience, currently serving as a financial advisor at EverSource Wealth Advisors, LLC. She previously worked at Buckingham Asset Management and Carolina Creek Christian Camps. EverSource Wealth Advisors serves individual and institutional clients, offering wealth management, financial planning, and investment advisory services through a national network of representatives. The firm provides multiple investment programs and operates private market platforms, delivering services to a diverse range of clients including RIAs, families, and charitable foundations.

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.

Theresa Krupka is a financial advisor at Capital Analysts with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Valic Financial Advisors for 14 years. Krupka is also the owner of TLK Financial, LLC, an insurance business specializing in fixed life, disability, LTC, group, and SPIA products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary and non-discretionary approaches, utilizing a proprietary mutual-fund screening process and providing retirement-plan advisory services nationwide.

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.

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.

Matthew Glinsky is a financial advisor at Zacks Investment Management, Inc. with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at LBMZ Securities, Charles Schwab Bank, Bank of America, Merrill, and MTG Capital. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process combining quantitative and qualitative analysis and operates across retail, institutional, and third-party distribution channels.

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.

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.

Eric Blake is a financial advisor at RFG Advisory, LLC with a Series 65 credential and one year of industry experience. Prior to joining RFG Advisory, he worked at LMW Tax Solutions, Doodash, and Starbucks. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm’s investment approach includes discretionary portfolio management using model strategies and third-party platforms, along with services like retirement plan consulting and access to alternative investments.

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.

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.