Joel Corbin is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has been with Prospera since 2005 and previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. He serves as a board member of the Lubbock Kappa Alpha House Corporation. 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 businesses, offering financial planning, portfolio management, and access to various advisory platforms and programs.

Michael Taylor is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for five years before joining Prospera in 2012. Outside of his advisory role, he is the owner and CEO of Tavesco Incorporated, where he serves as a board member involved in holding company activities related to real estate investments. 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, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through various advisory programs and platforms.

Laura Taylor is a financial advisor with Forvis Mazars Wealth Advisors, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at several firms, including BKD Wealth Advisors and Diversified Investors Securities Corp., before joining Forvis Mazars. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, consulting, and retirement plan services. The firm integrates these services with tax, accounting, and family-office support from its parent company, employing a customized investment approach that combines active and passive strategies tailored to clients’ objectives and risk tolerance.

Karen Lucius is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. Her prior roles include positions at Hornor, Townsend & Kent LLC, Penn Mutual Life Insurance Company, Acumen Financial Group, and Principal entities. In addition to advisory work, she is engaged in insurance sales and service, including life insurance brokerage and financial planning through related business activities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes platform relationships with Envestnet and Pershing, delivering managed solutions and third-party manager access to a diverse client base.

Colin Faulk is a CFP® professional at Quotient Wealth Partners, LLC with six years of industry experience. His career includes roles at Goldman Sachs and Equitable Advisors. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, providing financial planning, consulting, and wealth management services. The firm employs tailored investment programs using ETFs, mutual funds, individual securities, and third-party managers, focusing on diversified, factor-tilted allocations and tax-aware strategies.

Lauren Britt is a financial advisor at Quotient Wealth Partners, LLC with a Series 65 designation and three years of industry experience. Prior to joining Quotient Wealth Partners in 2024, she held roles at several firms including Corient Services LLC and Avalon Investment & Advisory. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, providing financial planning, consulting, and wealth management services. The firm employs tailored investment programs using ETFs, mutual funds, individual securities, and third-party managers, with an emphasis on diversified, factor-tilted allocations and tax-aware strategies.

Ellie Rawlins is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 credential with one year of industry experience. Her prior work includes roles at Morgan Stanley and Downtown Social. 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, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Sean Alford is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Quotient Wealth Partners, LLC. His prior roles include positions at CFO4Life Group, LLC, and Ausdal Financial Partners, Inc. Outside of his advisory work, he was involved with CFO4Life Group, LLC, an investment advisory business. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management services tailored to client risk profiles. The firm utilizes a mix of fundamental and cyclical analysis to develop diversified, factor-tilted portfolios and manages held-away accounts through various technological tools.

Christopher Mccarley is a financial advisor at Signal Advisors Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Legacy Retirement Solutions, Advocate Financial Partners, and TTI. He is also involved with That Chris Lee LLC, an entity focused on insurance and financial business, speaking engagements, and AI application consulting. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation process complemented by various analytical methods and provides portfolio management, model access, and retirement plan consulting services.

Daniel Geehan is a financial advisor at Independence Square Holdings, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors and R. F. Lafferty & Co., Inc. In addition to his advisory role, he is an independent insurance agent for various insurance companies. Independence Square Holdings operates as a multi-team advisor with around 40 advisors, serving individuals, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm uses a combination of customized portfolios, model portfolios, and third-party solutions, with a notable emphasis on digital and platform services to support client strategies.

Cary Bazan is a financial advisor with Mutual of Omaha Investor Services, Inc. in Irving, TX, holding Series 63 and Series 65 licenses and with 11 years of industry experience. Prior to joining Mutual of Omaha in 2018, he worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of advising, Bazan is active as an actor with Linda McAlister Talent and is an Amazon KDP author. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm uses platforms such as Envestnet and Pershing to deliver managed solutions and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Aidan Jahnke is a financial advisor with Quotient Wealth Partners, LLC in Dallas, TX, holding a Series 65 designation and having one year of industry experience. His prior roles include work at Catapult Solutions Group and teaching positions at the University of North Texas, Collin College, Plano West High School, and Rice Middle School. Outside of finance, he has experience working at Taverna Rossa. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management services to both non-high-net-worth and high-net-worth clients. The firm employs tailored investment programs using ETFs, mutual funds, individual securities, and third-party managers, applying fundamental and cyclical analysis to create diversified, factor-tilted portfolios.

Alejandra Navarro is a financial advisor at CoreCap Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Ameritas Investment Corp., CCF Investments, and Capital Choice Financial Services. Outside of her advisory work, she is involved as a driver delivering U.S. mail for Tracie McCormick Trucking. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and works with sub-advisors and third-party asset managers.

Austin Collins is a financial advisor at Prospera Financial Services, Inc. based in Dallas, TX, with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Cambridge Investment Research and Whitley Penn. Outside of his advisory work, Collins has been employed in food and beverage services and quality assurance contracting. Prospera Financial Services, Inc. is a multi-team advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm offers financial planning, portfolio management, and access to multiple advisory programs, combining discretionary and non-discretionary account management with various model portfolios and third-party money managers.

Carson Graves is a financial advisor at Gradient Advisors, LLC with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Gradient Advisors since 2017. Additionally, he owns and operates Carson Enterprise, a retirement education center, and is involved in real estate as a licensed realtor. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm primarily operates through a network of Investment Advisor Representatives and third-party money managers, focusing on a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Adam Recker is a CFP® and CFA® with nine years of industry experience. He has been with The Mather Group, LLC since 2017 and previously worked at First Financial Bank from 2011 to 2017. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customized portfolio options and integrates tax synchronization and AI-assisted market analysis while maintaining human oversight.

Allen Coskrey is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Prospera since 2004. Outside of his advisory role, he is the owner of PBR Bucking Bulls. Prospera Financial Services, Inc. is a multi-team 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 with financial planning, portfolio management, and multiple advisory programs, incorporating both discretionary and non-discretionary account management.

Jessica Ebuen is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation with 13 years of industry experience. She previously worked at The Huntington Investment Company for 10 years before joining Prospera in 2021. 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, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Sara Corbitt is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. She has been associated with Ayco since 2010. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients, utilizing centralized investment resources and a range of tailored service offerings.

Lisa Johnson is a financial advisor at Goldman Sachs Wealth Services with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Goldman Sachs - Ayco since 2021, TD AMERITRADE since 2018, and Travelers Insurance from 2016 to 2018. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm employs strategic and tactical allocation models and provides clients access to a range of fee arrangements, proprietary research tools, and affiliated Goldman Sachs capabilities.