John Howle is a financial advisor at Arax Advisory Partners with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at U.S. Capital Wealth Advisors and USCA Securities, where he has been involved since 2014. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal management, third-party models, and tailored asset allocation to meet client objectives.

Sabrina Baker is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 63 licenses and four years of industry experience. Her career has been primarily with Navy Federal entities, including roles at Navy Federal Credit Union and Navy Federal Brokerage Services. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm uses third-party portfolio managers and offers services including model-driven asset allocation, unified managed accounts, and a Private Wealth Consulting program for clients with $1,000,000 or more.

Charles Harris is a financial advisor with IP Financial Advisory Services LLC in Dallas, TX, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His prior work includes roles at Raiser, LLC, First Canterbury Securities, and various positions in the gaming industry. Outside of advising, he works as a poker dealer at The Gardens Casino and drives for a ride-share service. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, and specialized consulting services, including actuarial and insurance consulting. The firm focuses on non-high-net-worth investors and retirement plan participants, providing personalized portfolio construction and discretionary management options.

Michael Goolsby II is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 65 credential and beginning his advisory career in 2026. Prior to joining Mutual of Omaha Investor Services, he has experience in general contracting and various roles in the service industry. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering 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.

Mary Bierds is a CFP®-designated financial advisor with Brighton Jones LLC in Dallas, TX, bringing one year of industry experience. Prior to joining Brighton Jones, she worked at Tolleson Wealth Management. Outside of advising, she is a self-published children's book author and manages a personal publishing company. Brighton Jones serves high-net-worth individuals, charitable organizations, and retirement plans with comprehensive wealth management, including financial planning, investment management, and family office services. The firm employs a Personal CFO model and offers private-investment opportunities through its subsidiary Lenora Capital.

Kathleen Rentz is a Series 65 licensed advisor with 11 years of industry experience. She is currently with Advisory Solutions Group, where she has worked for one year. Her prior experience includes roles at CS Planning Corp., Global Financial Private Capital, LLC, and Thayer & Co. Additionally, she worked with an organization called Dancing Angels for six years. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses a combination of quantitative, momentum, and fundamental analysis to construct diversified portfolios and offers both discretionary and non-discretionary strategies with regular client reviews.

Collin Mc Avoy is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Level Four Advisory Services and its affiliates, where he has worked since 2026. Prior to this, he held roles at Texas Capital Bank and related entities from 2023 to 2026, and previously worked at Invesco and Oppenheimer Funds Inc. Mc Avoy also has experience as an assistant trader at Texas Capital Bank. Level Four Advisory Services is an SEC-registered advisory firm managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and governmental entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, implementing client strategies through model portfolios and a combination of in-house and third-party investment platforms.

Garry Scheufler is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior work includes ten years at Bank of America and Merrill. He mentors students in the Baylor University Professional Sales Program. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets under management, employing a long-term, customized investment approach across various asset classes.

Christopher Mohring is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with Quotient Wealth Partners, LLC, where he has worked since 2023. His prior experience includes roles at Goldman Sachs Personal Financial Management, Cetera Advisor Networks, PTX Securities, LLC, and Highland Capital Funds Distributor, Inc. Quotient Wealth Partners is a multi-advisor firm serving individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion through a team of 26 advisors and offers tailored, broadly diversified portfolios utilizing various investment vehicles and tax-aware strategies.

Mark Walsh is a financial advisor at True North Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 2 years of industry experience. His prior experience includes roles at BMO Wealth Management, Westwood Wealth Management, Westwood Holdings, and Tolleson Wealth Management. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and institutions with comprehensive financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach focused on value-oriented strategies combined with passive indexed ETFs, SMAs, and alternative investments, organizing portfolios across four Functional Asset Classes.

Joshua Hampton is a financial advisor with Level Four Advisory Services, holding a Series 66 designation and 13 years of industry experience. He has worked at Level Four Advisory Services since 2012 and previously spent eight years at LPL Financial. Outside of advising, he is involved in an investment group focused on a tequila company through Mezcalculated Risk, LLC. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and serves a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of internal and third-party management.

Braden Cole is a CFA® charterholder with 11 years of industry experience. He is currently an advisor at True North Advisors, LLC, where he has worked since 2022. Prior to that, he was with CH Investment Partners and Rgt Capital Management, Ltd. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions with financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach with a focus on value-oriented strategies, incorporating passive indexed ETFs, separately managed accounts, and alternative or private investments when appropriate.

Damian Saenz is a financial advisor at Level Four Advisory Services with six years of industry experience. He holds the Series 66 designation and previously worked with Lone Star National Bank, LPL Financial, and Raymond James. Outside of his advisory role, he is a licensed Realtor assisting clients with real estate transactions and serves as an executor and trustee of a family estate trust. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a range of custodial and platform arrangements.

Joseph Giardano is a financial advisor at Prospera Financial Services, Inc. with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Hilltop Securities, Cetera Advisor Networks LLC, United Capital Financial Advisers, LLC, and Girard Securities, Inc. Giardano is based in Dallas, TX. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services via multiple delivery platforms and a combination of firm models, third-party sub-advisers, and customizable allocations.

Jason Fletcher is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Level Four Advisory Services. His prior roles include positions at Good Life Advisors and LPL Financial. In addition to his advisory work, he provides tax preparation services through a separate business. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and public entities. The firm offers financial planning, asset and portfolio management, retirement plan consulting, and fiduciary services, utilizing model portfolios and a range of third-party platform solutions.

Robert Britt is a Series 65-licensed advisor with Level Four Advisory Services in Dallas, TX, where he has worked since 2016. He has 12 years of industry experience and also holds a long-term role at The Insurance Group. Britt serves as Director of Advanced Planning at Level Four Insurance Agency. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and various platform options, including affiliated and third-party sub-advisors.

Jonathan Rawlings is a CFP® professional with 21 years of industry experience, currently serving at Prospera Financial Services, Inc. He has previously worked at Hilltop Securities, Cetera Advisor Networks LLC, United Capital Financial Advisers, LLC, and Girard Securities, Inc. Rawlings is based in Dallas, TX. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer with approximately 207 advisors across 140 offices, managing around $12.4 billion. The firm serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

Michael Young is a financial advisor with Integrated Advisors Network LLC in Dallas, TX, holding Series 63 and Series 65 designations and over 31 years of industry experience. His prior roles include positions at Specialized Advisors, LLC, Mission Institutional Advisors, First Financial Equity Corporation, AEP Wealth Management LLC, and Compliance Works Inc. Outside of his advisory work, he serves as the managing member of SPARK, PHILLIPS & WYLER, LLC, a holding company. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a variety of investment approaches and often utilizes third-party sub-advisers while providing ongoing portfolio oversight and rebalancing.

Eric Drudge is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds a Series 65 license and has previously worked at Encompass More Asset Management LLC and Compass Group USA. He is also co-founder of The Triumph Agency LLC, an advanced financial insurance services business he runs with his wife, specializing in life insurance and Medicare-related products. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm manages around $1.1 billion in client assets and offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services using tailored investment strategies and third-party platforms.

Benjamin Shae is a CFP® and holds a Series 65 license with 15 years of industry experience. He has been with Lee Financial Company, LLC since 2009. Lee Financial Company provides financial planning and discretionary portfolio management for individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm uses a team-based model with an Investment Committee and employs a WholeVision™ planning framework to integrate various aspects of clients’ financial and personal goals.