Nancy Dinh is a financial advisor at Capital Analysts with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Lincoln Investment, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and Valic Financial Advisors. Outside of her advisory role, she is an executive vice-president of the DFW Asian American Citizens Council and part owner of an IT support services business with her spouse. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm uses discretionary and non-discretionary portfolio management supported by an in-house investment management team and offers tailored advisory services alongside its affiliation with Lincoln Investment.

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.

Ryan Mc Weeney is a financial advisor at Parallel Advisors, LLC with two years of industry experience. He joined Parallel Advisors in 2022 after working at Fidelity Investments from 2020 to 2022. Prior to his financial services career, Mc Weeney had roles in retail and corporate settings, including at Ward's Berry Farm and State Street Corporation. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies across multiple asset classes and integrates technology platforms to manage tax-efficient rebalancing and held-away accounts.

Robert Barton is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 65 credentials and has 38 years of industry experience. Since 2013, he has been associated with SWS Financial Services. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients, offering advisory and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet for investment advice and account management, and is notable for its integration with Hilltop affiliates in municipal bond strategies and cash management programs.

James Turco is a financial advisor with Thurston Springer Advisors, holding Series 63, 65, and 66 licenses and five years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Bank. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum processes, and manages accounts typically on a discretionary basis.

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.

David Mc Clanahan is a financial advisor with BOK Financial Securities, Inc. in Austin, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at CitiGroup and Wells Fargo Advisors. BOK Financial Securities serves a diverse client base including individuals, high-net-worth investors, corporations, and government entities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by its affiliate Strategic Investment Advisors.

Noah Fess is a financial advisor at KCD Financial, Inc. in Frisco, TX, holding a Series 66 designation with seven years of industry experience. He has been with KCD Financial since 2016. Outside of his advisory role, he is involved in an office rental property business in Frisco. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm employs a variety of analytical approaches and investment strategies while primarily operating under non-discretionary advisory relationships.

Sara Fagot is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. She took a planned sabbatical from 2020 to 2025 before joining BOK Financial Securities in 2025. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, financial planning, and consulting, with investment research provided by its affiliate Strategic Investment Advisors.

Robert Tunnell is a CFP®-designated financial advisor with Retirement Planners of America, based in Plano, TX. He has 20 years of industry experience, including a tenure at MMWKM Advisors, LLC since 2013. In addition to his advisory role, he is also an independent insurance agent. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plan sponsors and participants, and institutions. The firm employs an “Invest and Protect” approach that uses model portfolio allocations combined with tactical adjustments based on market indicators to manage client assets defensively.

Jacqelyn Brian is a financial advisor at Retirement Planners of America with a Series 65 credential and two years of industry experience. She previously worked at Fisher Investments and has experience in both investment management and financial education. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting to individuals, retirement plan sponsors, and institutions. The firm employs an “Invest and Protect” approach that combines model portfolios with tactical adjustments based on market indicators, emphasizing capital preservation through defensive asset allocation.

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.

Joseph D'amico II is a financial advisor with CX Institutional, LLC, holding CFP® and securities licenses Series 66 and Series 63, and has 26 years of industry experience. His prior roles include positions at Empower Financial Services, Empower Advisory Group, Personal Capital, and Fidelity Brokerage Services. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors, offering portfolio management, financial planning, and retirement plan consulting through its CX Multi-Strategy Platform. The firm utilizes a multi-strategy asset allocation approach across various asset classes and incorporates third-party technology for consolidated reporting and tax-efficient asset management.

Terry Hastings is a financial advisor at Global View Capital Management LLC with nine years of industry experience and holds a Series 66 designation. His prior work includes roles at NewBridge Securities Corporation, Generations Wealth, and Charles Schwab. Outside of finance, he works as a driver for Uber. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm uses a model-based investment approach driven by technical and quantitative analysis and maintains an in-house research arm that supports its strategies and external clients.