Robert Thorndike Jr. is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Davenport & Company LLC and MICG Investment Management, LLC before joining Prospera in 2010. Thorndike serves as a board member of the 31 Heroes Project. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing financial planning, portfolio management, and access to multiple advisory programs and platforms.

Mark Connell is a financial advisor with Financial & Tax Architects, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Regal Investment Advisors, Aion Retirement, and Gateway Church. Financial & Tax Architects specializes in discretionary portfolio management and financial planning for individual and high-net-worth clients, particularly those nearing or in retirement. The firm uses proprietary investment strategies primarily involving ETFs and individual securities, offering customized portfolios managed with monthly reviews and rebalancing.

John Vaclavik is a CFP® with seven years of experience in financial services. He is currently with Quotient Wealth Partners, LLC and has previously worked at Merrill, Bank of America, and Oak Harvest Investment Services. In addition to his advisory role, Vaclavik is an insurance agent with Oak Harvest Insurance Services. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving a range of clients from non-high-net-worth to high-net-worth. The firm offers financial planning, consulting, and wealth management services with tailored investment programs that use ETFs, mutual funds, individual securities, and third-party managers, supported by a mix of fundamental and cyclical analysis.

Sabrina Baker is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and bringing five years of industry experience. She has worked extensively within the Navy Federal organization in various roles since 2014. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm emphasizes managed advisory programs with third-party portfolio managers and provides both digital automated investment solutions and layered portfolio options.

Michael Goolsby II is a Series 65-licensed advisor with Mutual of Omaha Investor Services, Inc. He has one year of industry experience and currently works in Irving, TX. His prior work includes roles with Mutual of Omaha Insurance Company and various positions outside the financial industry. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account programs primarily through a platform relationship with Envestnet. The firm operates alongside broker‑dealer and insurance businesses within the Mutual of Omaha group.

Tim Edwards is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Prospera since 2000. Edwards is also involved in managing PSE Wealth Management and Prospera Life & Annuity, Inc., providing financial planning and insurance products. Prospera Financial Services is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities through a variety of advisory programs, portfolio management services, and third-party platforms.

Dax Williamson is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Summit Financial Group Inc. and Wells Fargo Advisors. Outside of his advisory role, he is a board member of Compass Community Credit Union and owns a junior drag racing team, Williamson Racing. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing over $14 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory and third-party platforms.

Christopher Mohring is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Quotient Wealth Partners, LLC. His prior experience includes roles at Goldman Sachs Personal Financial Management, Morgan Stanley, and other firms. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm provides financial planning, consulting, and wealth management services, using tailored investment programs that incorporate ETFs, mutual funds, individual securities, and third-party managers.

Linda Cartwright is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 42 years of industry experience. She has been with Prospera since 2005 and previously worked at LPL Financial and Morgan Stanley DW Inc. She holds the Series 63 and Series 65 licenses. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Brett Walter is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation with 19 years of industry experience. His prior experience includes roles at J.P. Morgan Securities, Chase Investment Services Corp., and Edward Jones. He has been with Prospera since 2015. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through multiple advisory programs and platforms.

Joseph Giardano is a CFP® with 17 years of industry experience, currently advising clients at Prospera Financial Services, Inc. in Dallas, TX. His prior experience includes roles at Hilltop Securities, Cetera Advisor Networks, United Capital Financial Advisers, and Wells Fargo Clearing, among others. Prospera Financial Services, Inc. is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms.

James Hines is a financial advisor with Prospera Financial Services, Inc. in Dallas, Texas, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Prospera since 2011, following earlier roles at Chase Investment Services Corp. and Wamu Investments, Inc. Outside of his advisory work, Mr. Hines serves as Treasurer of Trail Life Troop 22 and volunteers at Beat Creek Bible Church Evergreen Ministry. Prospera Financial Services is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities through financial planning, portfolio management, and access to various advisory programs and platforms.

Charles Seigler Jr. is a CFP® with 21 years of industry experience, currently serving clients at Prospera Financial Services, Inc. since 2016. Prior to joining Prospera, he worked at Capital Guardian Wealth Management, LLC for eight years and Mass Mutual Investors Services for two years. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Curtis Stephens is a financial advisor with Coppell Advisory Solutions LLC in Dallas, TX, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Peak Brokerage Services, Capital Advisor Network, and Center Street Securities. Stephens serves as a board member for Madison County, Illinois, participating in local government decision-making. Fusion Investment Advisors, operating under Coppell Advisory Solutions LLC, provides discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages over $1.1 billion in assets using an open-architecture platform with tailored investment strategies and a broad range of investment tools.

Jonathan Rawlings is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Prospera Financial Services, Inc. in Dallas, TX. His prior roles include positions at Hilltop Securities, Cetera Advisor Networks, United Capital Financial Advisers, Girard Securities, Wells Fargo Advisors, and BOK Financial Securities. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Richard Pascuzzi is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with Prospera since 2000 and owns PSE Wealth Management and Prospera Life & Annuity, Inc., offering financial planning and insurance products. Prospera Financial Services is a multi-team firm with 271 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing financial planning, portfolio management, and access to various advisory programs through multiple platforms.

Charles Evans is a financial advisor at Prospera Financial Services, Inc. based in Dallas, TX, with 53 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing, RBC Capital Markets, and Morgan Stanley DW Inc. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

Nicholas Brown is a CFP® and ChFC® with 15 years of experience in financial services. He is currently with USAA Investment Services Company and has held various roles within USAA-affiliated firms since 2006. Outside of his financial advisory work, he has been involved with Often Home LLC since 2017. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members, delivering Retirement Income Strategy Reports and facilitating referrals to third-party advisers rather than managing client assets directly.

Shai Spiegel Brown is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Quotient Wealth Partners in 2024, Brown worked at Genpro Inc and held positions outside the financial industry, including roles at FIZZ, Jack Daniels Motors, Rutgers University, and Emerson Jr Sr High School. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving a range of clients from non-high-net-worth to high-net-worth. The firm provides financial planning, consulting, and discretionary and non-discretionary wealth and investment management, employing diversified, factor-tilted allocations and tax-aware strategies primarily through ETFs, mutual funds, individual securities, and third-party managers.

Bryan Bernard is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 credentials and offering 36 years of industry experience. He has been with Prospera since 2002. Bernard is also the owner of Silverthorn Investments, where he provides investment services for individuals, business owners, and corporations. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.