Hannah Vickery is a Series 65-licensed financial advisor with AssetBuilder, Inc. in Allen, TX, where she has worked for six years. She has five years of industry experience, including prior roles at Mosel & Ginn PLLC, Mims Accounting, and Dallas Baptist University. AssetBuilder, Inc. is a fee-only, SEC-registered investment adviser managing approximately $813 million through a team of eight advisors. The firm serves individual clients and other account types, employing a buy-and-hold investment approach grounded in modern portfolio theory and diversified asset allocation.

Cassandra Sanchez is a financial advisor with Financial & Tax Architects, LLC in Plano, TX, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior experience includes roles at Fisher Investments and TIAA. Outside of finance, she worked with Drunken Donkey, a non-financial business venture. Financial & Tax Architects serves individual and high-net-worth clients, particularly those nearing or in retirement, offering discretionary portfolio management and financial planning. The firm uses proprietary model-based strategies primarily focused on ETFs, U.S. Treasuries, and fixed-income instruments, and also provides sub-advisory services to other registered investment advisers.

Angela Winstead is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and four years of industry experience. She has held roles at multiple firms including Compass Retirement LLC and AE Wealth Management LLC. Outside of her advisory work, she is a co-founder of RetireSimply, where she is involved in insurance sales and services. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, offering services through a large network of representatives and employing model portfolios with an asymmetric rebalancing approach.

Jeffrey Schiller is a financial advisor at BFC Planning, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BFC Planning and Berthel Fisher & Company Financial Services since 2012. Outside of his advisory role, he serves as the Financial Vice President for Congregation Tiferet Israel in Plano, TX, and is president of Schiller Wealth Asset Group, a sole proprietorship focused on investments. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets through a network of independent adviser representatives who utilize various program structures and investment strategies.

Tarrance Anderson is a financial advisor with Ally Invest Advisors in Lewisville, TX. He holds a Series 66 license and has been with Ally Invest Advisors and Ally Invest Securities since 2026. His prior experience includes roles at Allstate, Equitable Advisors, and Truist Bank, among others. Ally Invest Advisors offers discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, utilizing ETF-based Robo Portfolios and personalized financial advice delivered via a third-party platform.

Paul Nelson is a financial advisor at Cain, Watters & Associates, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Cain, Watters & Associates in 2024, he worked at Forvis Mazars LLP for six years and has additional experience in fitness-related roles. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, utilizing both discretionary and non-discretionary investment solutions across multiple platforms. The firm also offers specialized services for practice transitions and dental service organizations.

Luke Martin is a financial advisor with Eversource Wealth Advisors, LLC in McKinney, TX, holding a Series 65 designation and one year of industry experience. Prior to joining EverSource, he worked at Brasfield and Gorrie and spent time at Auburn University Harbert College of Business. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, alongside turnkey asset management and sub-advisory solutions, utilizing multiple investment programs and platforms tailored to client profiles and values.

Jessica Cafferata is a CFP® with 17 years of industry experience, currently serving as an advisor at AlphaCore Capital LLC since 2025. Her prior experience includes roles at Callan Capital LLC, Mariner Wealth Advisors, HighTower Advisors LLC, Frontier Investment Management Co, USAA Financial Planning Services, Rosenthal Advisory Services, and National Planning Corporation. She serves as an HOA board member for Wichita Estates HOA. AlphaCore Capital LLC is an independent wealth advisory firm with about 70 advisors managing approximately $13 billion. The firm serves individuals, entities, and institutional investors with comprehensive financial planning and investment management, emphasizing multi-asset portfolios that include alternative investments alongside traditional equities and fixed income.

Kyler Smith is a CFP® and holds a Series 66 license with three years of industry experience. He is currently an advisor at SageSpring Wealth Partners and has previously worked at Raymond James Financial Services, Edward Jones, and The Capital Chart Room. SageSpring Wealth Partners serves a diverse client base that includes individual households and various institutional clients such as retirement plans, banks, and state and municipal governments. The firm provides discretionary investment management, financial planning, and consulting, with portfolios tailored to client objectives and a mix of investment strategies including individual securities, ETFs, alternatives, and direct indexing.

Shyan Moayedi is a financial advisor at Madison Partners in Frisco, TX, holding the Series 63 and Series 66 licenses with 14 years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Charles Schwab, and Morgan Stanley. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized fiduciary approach emphasizing long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers.

Brooks Morrow is a financial advisor at Highpoint Planning Partners with eight years of industry experience and holds a Series 66 designation. His prior roles include positions at LPL Financial LLC and Advisor Resource Council. Outside of advisory work, he owns two small businesses, Tomorrowsassets and Alora Distribution, both based in Lantana, Texas. HighPoint Advisor Group serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, and retirement plan advisory services, using fundamental analysis and various investment platforms to tailor portfolios across asset classes.

Amanda Perry is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 credential and four years of industry experience. Prior to joining Cain, Watters & Associates in 2021, she worked at PricewaterhouseCoopers from 2018 to 2021. Cain, Watters & Associates, LLC provides financial planning, retirement planning, and investment management services primarily to individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm utilizes both discretionary and non-discretionary solutions across multiple platforms and offers specialized services related to practice transition and dental service organizations.

David Mc Clanahan is a financial advisor with BOK Financial Securities, Inc. in Plano, Texas, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. His prior roles include positions at CitiGroup, Wells Fargo Clearing, and Bancwest Investment Services. BOK Financial Advisors serves a diverse range of clients, including individuals, high-net-worth investors, corporations, and institutions such as municipalities and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-client interaction with investment research and asset allocation managed by Strategic Investment Advisors.

Noah Fess is a financial advisor at KCD Financial, Inc. with eight years of industry experience. He holds the Series 66 designation and has been with KCD Financial since 2016. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment strategies and uses third-party platforms and managers as part of its implementation approach.

Sara Fagot is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Investments, and Invest Financial Corporation. BOK Financial Advisors serves a diverse group of clients, including individuals, high-net-worth clients, corporations, and institutions, providing fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, as well as financial planning and consulting. The firm combines advisor-led client contact with investment research and asset allocation managed by its Strategic Investment Advisors.

Robert Tunnell is a CFP®-certified financial advisor with 20 years of industry experience. He is currently affiliated with Retirement Planners of America and has been associated with MMWKM Advisors, LLC since 2013. In addition to his advisory work, he operates as an independent insurance agent. Retirement Planners of America offers discretionary portfolio management and financial planning primarily through a wrap-fee investment program. The firm employs an “Invest and Protect” strategy focused on capital preservation and tactical rebalancing, utilizing model portfolios composed mainly of ETFs and mutual funds, along with a quantitative market signal to guide investment decisions.

Jacqelyn Brian is a financial advisor at Retirement Planners of America with a Series 65 designation and two years of industry experience. She previously worked at Fisher Investments for five years and has a background that includes roles at Dimaco LTD. and Ashford University. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program for individuals, high-net-worth clients, and retirement plan participants. The firm employs an "Invest and Protect" approach focused on capital preservation and tactical rebalancing, using model portfolios largely composed of ETFs and mutual funds.

John Knowles is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Ally Invest Advisors in 2021, he worked at Charles Schwab and TD Ameritrade. Outside of finance, he is the owner and design engineer of Dos Rios Audio Engineering, where he designs and markets guitar pedals and amplifiers. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, providing discretionary portfolio management through both automated and advisor-led services. The firm employs a Modern Portfolio Theory-based approach using ETF portfolios across multiple risk tiers, combining automated algorithms with supervised monitoring.

Jim Sandell Jr. is a Series 66-licensed financial advisor with USAA Investment Services Company, bringing 18 years of industry experience. He has worked within various USAA entities since 2007, including roles at USAA Life Insurance Company and USAA Financial Planning Services. Outside of his advisory work, he is the owner of Sandell Capital, LLC. 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.

Joseph D'amico II is a CFP® professional with 26 years of industry experience, currently serving at CX Institutional, LLC. His career includes roles at Personal Capital, Empower Financial Services, Ameriprise, Fidelity Brokerage Services, and LPL Financial. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach, combining fundamental, quantitative, and technical analysis across various asset classes and supplements investment management with third-party technology for consolidated reporting and tax-efficient asset location.