Brian Tamplen is the principal of Bird Dog Trading Corporation and holds a Series 65 designation with 15 years of industry experience. His prior roles include positions at Galeforce Capital Management, Origis Energy, Acclaim Energy Services, and Champion Energy Services. Tamplen serves as a director for BioCapital Holdings Corporation, a company involved in DNA research and development. Bird Dog Trading Corporation provides investment services to individuals, trusts, and corporations with a focus on trading, risk management, and asset management across equities, equity options, and other financial instruments. The firm emphasizes a tailored approach and active trading strategies, serving a client base that includes both retail and institutional entities.

David Allen is a financial advisor at FB Advisory Services, LLC with 24 years of industry experience. He has held his current role since 2010 and holds Series 63 and Series 65 licenses. FB Advisory Services provides personalized financial planning, consulting, and discretionary portfolio management primarily for individual households, trusts, estates, charitable organizations, and small businesses. The firm employs a rules-based, trend-following growth discipline alongside a fixed-income strategy, using a mix of ETFs, mutual funds, bonds, and occasionally individual stocks and alternative positions, managing portfolios mainly on a discretionary basis.

David Martin is the sole advisor at FB Advisory Services, LLC in Livingston, TX, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with FB Advisory Services since 2007 and also operates Martin Financial Services Inc, an employee benefits-related business he has owned since 1986. Additionally, Martin has experience as an investment advisor representative with TCG Advisors, LP. FB Advisory Services provides personalized investment advisory and financial planning for individuals, trusts, estates, charitable organizations, and business entities, managing approximately $8.6 million across 50 clients. The firm employs a risk-managed investment approach utilizing trend-following growth strategies and actively managed fixed income disciplines, primarily investing in ETFs, bonds, structured notes, mutual funds, and selected equities.

Eric Judy is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with CreativeOne Securities since 2016 and is also president of Judy Financial Group, Inc., which focuses on Medicare and Medicare Supplement and Advantage Plans. Additionally, he is president of Annuity Guys, a marketing platform that generates leads for Judy Financial Group. CreativeOne Securities is a multi-advisor firm serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers through a combination of project-based planning and ongoing asset management.

Nancy Carley is a financial advisor at PNC Wealth Management with 42 years of industry experience. She has held prior roles at BBVA Compass Insurance Agency, BBVA Securities Inc., and Compass Bank. Carley holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist product for employees. The firm uses algorithm-driven risk assessments and delegates portfolio execution to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Clayton Gilcrease is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, he is a partner in Emjade, LLC, a holding entity for personal investments. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Jeffrey Webb is a financial advisor with Equitable Advisors in Coldspring, TX, holding Series 63, 65, and 66 licenses and 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he is involved with Chesapeake Operating, Inc., a natural gas lease company. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

Thomas Bourne is a Series 66-credentialed financial advisor at Edward Jones with nine years of industry experience. He worked at James River Advisors for two years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Courtney Hensley is a CFP® with 11 years of industry experience, currently serving at Cetera. She has been with Cetera Advisors LLC since 2015 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she owns Simply Divine, a children’s retail merchandise business, and HandmadexHensley, which focuses on creating and selling handmade items. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of over 10,000 advisors, serving individual, corporate, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kimberly Riddle is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and having 11 years of industry experience. She has been with Cetera and its related entities since 2014. Outside of her advisory role, she is a notary public and supports insurance and investment services through TBL Insurance Agency. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor that serves individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Joshua Ureke 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 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services under a fiduciary standard.

Craig Evans is a CFP® professional with 26 years of industry experience. He is affiliated with Cetera and has worked with Cetera Advisors LLC since 2013, as well as Church Street Financial Services since 1999. Outside of his advisory role, Evans serves as chairman of the Polk County Higher Education & Technology Foundation and is involved in economic development for the Alabama-Coushatta Tribe of Texas, among other community and business roles. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. It offers a multi-manager platform with various portfolio management options and access to third-party money managers, overseeing more than $256 billion in assets.

Douglas Green is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to his career in financial advising, Green spent 21 years at ConocoPhillips. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Heather Brown is a financial advisor at LPL Financial with 11 years of industry experience. She holds the Series 65 and Series 63 licenses and has worked previously at OSAIC, Securities America Advisors, Securities America Inc, and Generations Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Kelsey Shimkus is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. Prior to her current role, she worked at Stephen F. Austin State University and Church Street Financial Services. Outside of advising, she works as a freelance transcriber and provides notary public services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment solutions through a multi-manager platform, combining affiliated and third-party managers with discretionary and non-discretionary portfolio management.