Steven Whitman is a financial advisor with MissionSquare Retirement in Princeton, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include work at The Vanguard Group and various other firms. Outside of finance, he operates a YouTube channel focused on tool and furniture restoration. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services, with investment advice and model portfolios developed by Morningstar Investment Management using asset allocation models and a “total wealth” approach.

Bradford Beeson is a financial advisor with BOK Financial Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at JPMorgan Chase Bank and J.P. Morgan Securities from 2011 to 2021, as well as a lengthy tenure at Primrose Partners, Ltd. from 1997 to 2021. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual investors, corporations, retirement plans, government agencies, and municipalities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by an affiliated entity, and is notable for its municipal-advisor registration and affiliation with a bank holding company.

John Stephens is a financial advisor at Royal Fund Management, LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has managed his own CPA firm since 2000. Outside of advising, Stephens is involved in several business ventures including serving as CEO of Lag Box, LLC, a product manufacturing company, and president of ZComp, LLC, which provides payroll services. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with portfolio management, financial planning, and pension consulting services. The firm employs a range of investment strategies supported by fundamental, technical, and cyclical analysis, and offers specialized options such as non-traded REITs and an options-writing overlay for enrolled clients.

Kayla Smiley is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding a Series 66 designation and 17 years of industry experience. She has worked with BOK Financial Private Wealth, Inc. and BOK Financial Securities, Inc. since 2011. BOK Financial Advisors serves a diverse client base including individual, high-net-worth, corporate, and institutional clients, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program alongside financial planning and consulting services.

Peter Froggatt is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Edward Jones and Right Decision Regulatory Consulting LLC. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients by providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting services. The firm combines quantitative and qualitative investment research with advisor-led client interactions.

Oluseun Ekunwe is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked in various capacities within the USAA organization since 2014, including roles at USAA Financial Planning Services and USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public. The firm supports retirement planning through its Retirement Income Strategy Report and refers clients to Charles Schwab for investment products, operating primarily as a referral and retirement-advice intermediary rather than a portfolio manager.

Michelle Young is a financial advisor at USAA Investment Services Company with 22 years of industry experience. She holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining USAA, she worked for ICMA Retirement Corporation for over two decades. 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 offers a Retirement Income Strategy Report and facilitates referrals to third-party advisers rather than managing client assets directly.

Kristen Smith is a CFP® professional with six years of industry experience. She is currently with Compound Planning, Inc., where she has worked since 2024. Her prior experience includes roles at Empower Advisory Group, Personal Capital Advisors, and Resource Consulting Group, Inc. Compound Planning, Inc. serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and institutional advisory services. The firm employs a risk-based investment approach utilizing fundamental, technical, and modern portfolio theory, with offerings that include low-cost ETFs, direct indexing, and alternative strategies supported by third-party sub-advisors and technology partnerships.

Bryant Hayes is a financial advisor at Thrivent Advisor Network, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Thrivent Investment Management, Inc., Purshe Kaplan Sterling Investments, Inc., and LPL Financial. Hayes is also a Senior Trade Support Specialist at Thrivent Advisor Network, LLC, where he processes trades and addresses trade-related issues. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm focuses on long-term investment strategies using customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, while offering access to independent managers and a range of implementation options.

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.

John Ramey is a financial advisor at Hilltop Securities Inc. in Plano, TX, holding Series 63 and Series 65 licenses with seven years of industry experience. He previously worked at TD Ameritrade and Industrial Alliance. Hilltop Securities Inc. offers brokerage, execution, custody, investment advisory, and retirement-plan consulting services to a diverse client base, including individuals, corporations, nonprofits, and institutional investors. The firm employs an open-architecture investment platform featuring multiple managed account programs and provides a range of portfolio management and fiduciary services.

Kim Sams is a financial advisor at Ethos Financial Group, LLC in Plano, TX, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Chapwood CustomHedge Portfolio Advisory Services, LLC, Waterford Capital LLC, and Chapwood Capital Investment Management LLC. Ethos Financial Group provides investment management and consulting services to individuals, trusts, estates, municipal entities, and charitable organizations. The firm employs a model-portfolio approach that integrates diversified, risk-conscious allocations using a range of investment vehicles, supplemented by third-party research and optional tax-overlay management.

John Robuck is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with BOK Financial Securities and Bokf, NA since 2012. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, institutions, municipalities, and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client communication with firm-provided investment research, asset allocation, and manager selection.

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.

Jake Stephens is a financial advisor at Royal Fund Management, LLC, holding a Series 65 license with one year of industry experience. His prior work includes roles at Globelife, The Range In McKinney, and Allen Independent School District. He is also a licensed independent insurance agent in Texas, specializing in life and health insurance. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm offers ongoing portfolio management, financial planning, and pension consulting, applying fundamental, technical, and cyclical analysis to develop tailored investment strategies.

Zulema Romo is a financial advisor with USAA Investment Services Company in Plano, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior experience includes roles at JPMorgan Chase Bank and J.P. Morgan Securities LLC. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and other individual investors through phone and digital channels, offering Retirement Income Strategy Reports and facilitating referrals rather than managing client accounts directly.

George Pedraza is a financial advisor at BOK Financial Securities, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Merrill, CAPTRUST, Covenant, and Wells Fargo in various capacities. Pedraza serves as a board member for several educational organizations, including Keystone School, the UTSA College for Health Community & Policy Advisory Council, and the Riverwalk Education Foundation, which oversees multiple charter schools in Texas. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients through a non-discretionary, fee-based investment management program called Guided Portfolio Solutions. The firm combines advisor-led client contact with research and asset allocation from Strategic Investment Advisors, and it is affiliated with a publicly traded bank holding company.

Kelly Landen is a financial advisor at BOK Financial Securities, Inc. in Plano, TX, holding a Series 66 designation with three years of industry experience. Prior to joining BOK Financial Securities, Landen worked at JPMorgan Securities LLC and Goldman Sachs. Outside of financial advising, Landen serves as secretary and board member for McCann Holdings LLC. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with tailored asset allocations.

Smitha Thomas is a CFP® professional with 20 years of experience in the financial industry. She has worked at Wealthcare Advisory Partners LLC since 2019 and previously held roles at LPL Financial and Independent Financial Partners. She is also a licensed insurance agent. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets and serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that incorporates behavioral economics and quantitative measures to build long-term portfolios.

Edward Butowsky is a financial advisor with Ethos Financial Group, LLC, holding a Series 63 designation and 37 years of industry experience. He has held roles at multiple firms including Innovation Partners LLC, Chapwood Securities, and Waterford Capital, and has served as head of investment education at Champion Venture Partners. Ethos Financial Group provides investment management and consulting services to individuals, trusts, estates, municipalities, and charitable organizations. The firm employs a model portfolio approach focused on diversified, risk-conscious allocations using index-based exposures and third-party research, while also offering financial and estate planning services.