James Webb II is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. He has been affiliated with LPL Financial and Advisor Resource Council for the past 10 years. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting through a network of Investment Adviser Representatives. The firm combines artificial intelligence tools with traditional fundamental analysis in its investment approach and offers tailored portfolio strategies for varying account sizes.

Ryan Hensley is a financial advisor at SageSpring Wealth Partners in Frisco, TX, holding the CFP® and ChFC® designations with 10 years of industry experience. His prior experience includes roles at Raymond James Financial Services from 2015 to 2024. Outside of his advisory work, he serves as Treasurer for Rhea's Mill Baptist Church, handling bookkeeping and financial reporting duties. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs tailored portfolios using a range of investment vehicles and combines multi-team scale with access to outsourced CIO and TAMP solutions.

Angela Svitak is a financial advisor at Cain, Watters & Associates, LLC with 11 years of industry experience. She holds a Series 65 designation and has been with Cain, Watters & Associates since 2014. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and trustees or plan sponsors of pension and profit-sharing plans. The firm also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Brian Dominguez is a financial advisor at USAA Investment Services Company with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for two years. Before entering the financial industry, he worked in automotive sales and the restaurant business. 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 guidance on retirement savings, asset allocation, risk tolerance, and income planning, and refers clients to third-party broker-dealers or advisers for investment accounts.

Ethan Woods is a financial advisor at Soltis Investment Advisors, LLC with seven years of industry experience. He has held prior roles at Wells Fargo Clearing, Fisher Investments, Purshe Kaplan Sterling Investments, 49 Financial, and Axa Advisors. Soltis Investment Advisors offers discretionary investment management, financial planning, and pension/401(k) consulting services to individuals, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in assets and employs a Modern Portfolio Theory-based investment process incorporating quantitative screening and qualitative manager due diligence.

Jacob Rothenberg is a financial advisor at Procyon with Series 65 and Series 66 credentials and two years of industry experience. Prior to joining Procyon, he worked at Oliver LaGore VanValin Investment Group and spent ten years at Bank of America. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, and retirement plans. The firm offers investment management, financial planning, and consulting services, utilizing a fundamentally driven investment process that incorporates mutual funds, ETFs, equities, and fixed income through both internal and third-party management.

Eunice Armstrong is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 19 years of industry experience. She has been with USAA and its affiliated entities since 2013. Outside of advising, she works as a mobile notary signing agent, operates a travel consulting business, and is involved in guest services at a local spa. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the public. The firm does not manage client assets but supports clients through retirement income planning and refers investment accounts to Charles Schwab.

Jaze Randolph is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Cain, Watters & Associates, he worked at Eide Bailly and The Runaway Train and was affiliated with Howard Payne University. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension and profit-sharing plan sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Mariela Ponce Gomez is a financial advisor at Hilltop Securities Inc. with two years of industry experience. She holds the Series 66 designation and previously worked at BBVA Securities Inc., BBVA Compass Insurance Agency, and COMPASS Bank from 2015 to 2021. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of managed account programs and retirement-plan fiduciary services through an open-architecture platform, with a distinctive custody capability and access to diverse investment strategies.

Kiley Bratton is a financial advisor at Cain, Watters & Associates, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at KPMG and Texas Christian University. Cain, Watters & Associates, LLC provides financial planning, retirement planning, and investment management primarily for individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers a range of services including ERISA plan advisory, pooled trust offerings, unified managed accounts, and donor-advised fund management, utilizing both discretionary and non-discretionary investment solutions across multiple platforms.

Colin Thomas is a financial advisor with BOK Financial Securities, Inc. He holds a Series 66 designation and recently began his advisory career in 2026. Prior to this, he spent nine years at Textron Aviation. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm provides non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, alongside financial planning and consulting.

Scott Heinila is a financial advisor with Axxcess Wealth Management, LLC, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His prior roles include positions at Center Street Securities, Retirement Investment Advisors Inc., and Western International Securities. He also serves as President of Prism Wealth Preservation and Insurance Solutions, LLC, and is a board member of Meals on Wheels Orange County. Axxcess Wealth Management provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, trusts, businesses, and governmental entities. The firm’s investment approach focuses on customized multi-asset portfolios using a range of internally managed and third-party investment options, supported by a formal platform for advisor collaboration and performance oversight.

David Forbess is a financial advisor at Cain, Watters & Associates, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Cain, Watters & Associates since 2016. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and trustees or plan sponsors of pension and profit-sharing plans. The firm also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Paul Leeman is a financial advisor at Retirement Planners of America with eight years of industry experience. He holds a Series 65 designation and has worked with MMWKM Advisors, LLC since 2016. Additionally, he has been affiliated with the University of Houston since 2014. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plan sponsors, and institutions. The firm employs an “Invest and Protect” strategy that incorporates model portfolio allocations with tactical adjustments based on market indicators.

Nicole Fahnestock is a financial advisor at Larson Financial Group, LLC with a Series 66 designation and one year of industry experience. Her prior roles include positions at Thrivent Financial, Thrivent Investment Management Inc, White Coat Student Loan Consulting, MassMutual, and the Association of American Medical Colleges. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs using both strategic and tactical approaches and offers various consulting and management services for individuals, trusts, corporations, nonprofits, and pension plans.

Janice Lasley is a Series 66-licensed financial advisor with 23 years of industry experience. She has been with Advisor Resource Council, also operating as 360 Wealth Management, LLC, since 2012 and concurrently affiliated with LPL Financial over the same period. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies using model portfolios and separately managed accounts that combine artificial intelligence tools with traditional fundamental analysis.

Gwendolyn Nale is a financial advisor at Retirement Planners of America with a Series 65 credential and three years of industry experience. Prior to her financial career, she worked in various legal roles, including positions at the Tarrant County Criminal District Attorney's Office and the Travis County Attorney's Office. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plan sponsors, and institutions. The firm employs an “Invest and Protect” approach that uses model portfolio allocations combined with tactical adjustments to manage risk and preserve capital.

Errin Greene is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior to joining USAA Investment Services Company in 2026, Errin worked at Charles Schwab & Co., Inc. and its affiliated bank for five years. Outside of finance, Errin is the owner of DOAAM Productions, a video and film production company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, focusing on retirement savings, asset allocation, and income planning. The firm operates mainly as a referral intermediary and does not manage client portfolios or charge percentage-of-assets fees.

Nicholas Brown is a CFP® and ChFC® with 15 years of industry experience, currently with USAA Investment Services Company. He has held various roles within the USAA organization since 2006 and is also involved with Often Home LLC, an outside business activity. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, delivering a Retirement Income Strategy Report and facilitating referrals to third-party broker-dealers and advisers.

Robert Harty Jr. is a Series 66-credentialed financial advisor with 18 years of industry experience, currently with Hilltop Securities Inc. since 2012. He serves on the Board of Advisers for TPC Craig Ranch and participates in the TPC Craig Ranch Host Committee related to the Byron Nelson golf tournament. Additionally, he is a board member of the Ferndale Fishing Club, where he manages strategic planning and member relations. Hilltop Securities Inc. provides brokerage, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs and financial planning services through an open-architecture platform, with approximately $2.25 billion in assets under management.