Joshua Hargrove is a CFP® with 13 years of industry experience, currently serving at Insight Wealth Partners since 2018. Prior to joining Insight Wealth Partners, he worked at Northwestern Mutual in various capacities from 2012 to 2018. Outside of his advisory role, he is the owner of a short-term vehicle rental business and serves as the Booster Club President at Lucas Christian Academy, a private school in Texas. Insight Wealth Partners is a multi-advisor team managing over $1.1 billion in discretionary assets, providing comprehensive financial planning, asset management, and pension consulting for individuals, families, trusts, corporations, and retirement plan sponsors. The firm employs a strategy combining Modern Portfolio Theory-based asset allocation with fundamental and technical analysis, and it offers specialized options strategies to manage risk and potential upside.

Hannah Vickery is a financial advisor at AssetBuilder, Inc. with five years of industry experience. She holds a Series 65 designation and has worked at AssetBuilder since 2020. Her prior work includes roles at Mosel & Ginn PLLC, Mims Accounting, and Dallas Baptist University. AssetBuilder, Inc. is a fee-only advisory firm organized as a nine-advisor team managing approximately $813 million for about 700 clients, including individuals, trusts, and pension plans. The firm employs a long-term, buy-and-hold investment strategy based on Modern Portfolio Theory, using institutional Dimensional Fund Advisors funds and tailoring portfolios by risk profile through systematic quarterly reviews.

Debbie Feuer is a financial advisor with Fulcrum Wealth Management in Plano, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes roles at Fulcrum Equity Management, Securities America Advisors, Securities America, Inc., and WFG Investments. She serves on the Board of Trustees for the Moores Music Society at the University of Houston, supporting scholarships and special projects for the Moores School of Music. Fulcrum Equity Management, LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, employee benefit plans, and other registered investment advisers. The firm employs a range of strategies including fundamental and technical analysis, ETFs, mutual funds, and direct indexing, and also offers sub-advisory services and acts as a wrap fee program sponsor.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Angela Winstead is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 license and four years of industry experience. She has worked at multiple firms including Compass Retirement LLC and AE Wealth Management LLC. Outside of her advisory role, 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 individual and high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing model portfolios with discretionary or non-discretionary authority assigned to investment adviser representatives.

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.

Roger Leibowitz is a financial advisor with CL Wealth Management LLC, holding a Series 66 designation and 26 years of industry experience. He has worked with Cabot Lodge Securities LLC and World Equity Group Inc. and has been with CL Wealth Management since 2013. Leibowitz serves on the advisory board of the Morris Brown College Foundation, providing occasional input on foundation decisions. CL Wealth Management LLC is a multi-advisor firm serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies to clients’ objectives and risk tolerance through a combination of fundamental and technical analysis.

Paul Nelson is a Series 65-licensed financial advisor with Cain, Watters & Associates, LLC in Frisco, TX, bringing one year of industry experience. Prior to joining Cain, Watters & Associates, he worked six years at Forvis Mazars LLP and has held roles in both fitness and academic settings. Cain, Watters & Associates provides financial planning, retirement planning, and investment management primarily for dental healthcare professionals, offering services that include ERISA plan advisory, unified managed accounts, and donor-advised fund management. The firm uses both discretionary and non-discretionary investment solutions and maintains formal affiliations with related financial and accounting entities.

Asim Awan is a financial advisor with Capital Analysts in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Voya Financial Advisors and Valic Financial Advisors before joining Capital Analysts and Lincoln Investment in 2018. Awan is also the founding partner of Red River Wealth Advisors, a financial services firm focused on client financial needs. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through custom portfolios, third-party managers, and ERISA retirement plan advisory services, supported by an in-house Investment Management & Research team.

Nancy Dinh is a financial advisor with Capital Analysts in Frisco, TX, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has worked with multiple firms, including Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and Valic Financial Advisors. Outside of advising, she is a part owner of an IT support services company and serves as Executive Vice-President of the DFW Asian American Citizens Council, a nonprofit focused on promoting Asian awareness. Capital Analysts serves a diverse client base, offering discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm’s investment decisions are guided by an in-house research team using proprietary strategies and maintain a fiduciary role with options for automated rebalancing and tax-aware management.

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.

Brandon Fresard is a financial advisor with Advisor Resource Council, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at multiple firms including USAA Financial Planning Services and LPL Financial, and currently provides investment advisory services at Advisor Resource Council and Foundation Wealth Partners. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering comprehensive asset management, financial planning, and consulting services. The firm employs actively managed strategies that integrate artificial intelligence tools with traditional fundamental analysis across various asset classes.

Jessica Cafferata is a CFP® with 17 years of industry experience, currently advising at AlphaCore Capital LLC since 2025. Her prior experience includes roles at Callan Capital LLC, Mariner Wealth Advisors, HighTower Advisors LLC, and Frontier Investment Management Co. She serves as an HOA Board member of Wichita Estates HOA, where she participates in community decision-making. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm combines traditional and alternative investment strategies with comprehensive wealth planning, offering discretionary management and specialized advisory services including tax preparation and ERISA plan consulting.

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.

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.

David Brown is a CFP® and ChFC® with 33 years of experience in the financial services industry. He is currently with Advisor Resource Council, having joined in 2024, and previously worked at WCG Wealth Advisors and LPL Financial. Brown is also the owner and CEO of Encore Wealth Management, an estate planning and insurance business. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises with asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies combining artificial intelligence tools with fundamental analysis across various asset classes, offering both discretionary and nondiscretionary portfolio management options.

Michael Lowsley is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 65 and Series 66 registrations and bringing 19 years of industry experience. His prior roles include positions at LPL Financial, Amundi Distributor US, Inc., Resolute Investment Distributors, Inc., and Allianz Global Investors. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises through asset management, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs AI-driven model portfolios combined with traditional fundamental analysis and offers tailored investment strategies across various account tiers.

Steven Gundy is a financial advisor with BFC Planning, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with BFC Planning and Berthel Fisher & Company Financial Services since 2012. Outside of his advisory role, Gundy serves as a director and loan committee member at United Texas Bank, is involved with a bed and breakfast ranch as a partner and operator, and participates on the advisory boards of the Ackerman Center for Holocaust Studies and the Anti-Defamation League Texoma. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory and institutional platforms, with investment strategies that primarily utilize stocks, bonds, mutual funds, and ETFs.

Brick Parsons is a financial advisor with Advisor Resource Council, holding a Series 66 designation and 16 years of industry experience. His prior work includes eight years at Edward D Jones and concurrent roles at LPL Financial since 2017. Outside of advisory services, he owns a small business focused on purchasing, repairing, and reselling electronic equipment. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across various asset classes and provides both discretionary and nondiscretionary portfolio management.

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.