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16400 Dallas Parkway, Suite 310
Dallas, TX 75248

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Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). CD Wealth Management, Bluespring Wealth Partners, LLC, Kestra IS and Kestra AS are affiliated through common ownership by Kestra Holdings. Certified Financial Planner Board of Standards Inc., owns the certification marks CFP, Certified Financial Planner tm, and CFP (with flame logo), in the US, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Kestra IS and Kestra AS do not provide legal or tax advice. Any decisions whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax and legal counsel.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS Compliance Department at 844-553-7872.

Investor Disclosures: https://www.kestrafinancial.com/disclosures

To be named to the Barron’s Top 1,500 Financial Advisors, researched and managed by Barron’s, a wealth manager must meet objective eligibility and evaluation criteria, including submitting data to a survey about their practice, which Barron’s verifies with regulatory databases. The data is then applied to a ranking formula with three major categories of calculations: assets, revenue and quality of practice. More than 7,000 wealth managers nationwide were considered for the award, and 1,500 were selected. Wealth managers do not pay a fee to be considered or placed on the final list of Top 1,500 award winners. The Top 1,500 award is not indicative of the wealth manager’s future performance.

To be named to the Forbes Best-in-State Wealth Advisors, researched and managed by SHOOK Research, a wealth manager is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced and assets under management, as well as meet basic objective requirements associated with wealth managers who provide quality services to their clients. In 2026, more than 52,000 wealth managers nationwide were considered for the award. Wealth managers do not pay a fee to be considered or placed on the final list of Forbes Best-in-State Wealth Advisors. The Forbes Best-in-State Wealth Advisors award is not indicative of the wealth manager’s future performance.

The 2025 AdvisorHub “Advisors to Watch” award was announced in June 2025. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue, team size and more. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. Information is based on data gathered from what we believe are reliable sources.

Using diversification as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions.

Past performance is not a guarantee of future results.

The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra Investment Services, LLC or Kestra Advisory Services, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation.

*Bluespring Wealth Partners, LLC acquires and supports high quality investment adviser and wealth management companies throughout the United States.

Fidelity Investments and Fidelity Institutional® (together “Fidelity”) is an independent company, unaffiliated with Kestra Financial or CD Wealth Management. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by CD Wealth Management and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Institutional provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.

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