Jonathan Rotz is a CFP® with 25 years of experience in financial advising. He has worked with Arkadios Wealth Advisors since 2019 and previously held roles at Triad Advisors, Inc. and Parry Financial Advisors. He also owns Envision Financial Planning, a financial planning business serving clients directly. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various portfolio management options and incorporates a blend of fundamental, technical, and cyclical investment analysis.

Zulema Romo is a financial advisor with USAA Investment Services Company in Plano, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior experience includes roles at JPMorgan Chase Bank and J.P. Morgan Securities LLC. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and other individual investors through phone and digital channels, offering Retirement Income Strategy Reports and facilitating referrals rather than managing client accounts directly.

Tyson Pointer is a financial advisor at Triad Wealth Partners, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at GWN Securities, Inc. Outside of his advisory role, he is involved as a financial representative with Paramount Wealth Group, focusing on life insurance sales and financial services. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, and financial planning services. The firm employs a strategic asset allocation approach supported by an investment committee and combines independent advisory services with a TAMP platform.

Judson Crawford is a financial advisor at Cain, Watters & Associates, LLC with 20 years of industry experience. He holds a Series 65 designation and has been with Cain, Watters & Associates, P.L.L.C. since 2008. Mr. Crawford has a minority ownership interest in Tectonic Financial, Inc., a publicly traded company with several financial industry affiliates, and holds ownership stakes in related entities that provide business services to clients in specific industries. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management primarily to dental healthcare professionals, individual investors, and pension or profit-sharing plan sponsors. The firm combines CPA/accounting services with multiple investment programs, including pooled collective funds and separately managed accounts, and maintains a formal affiliation with a banking institution to support its client offerings.

Ather Naqi is a financial advisor with Ally Invest Advisors in Lewisville, TX, holding a Series 66 license and eight years of industry experience. He has worked at several firms, including USAA Investment Services Company, J.P. Morgan Securities, and First Command Advisory Services. Outside of his advisory role, Naqi umpires cricket games for the Dallas Cricket League and the North Texas Cricket Association. Ally Invest Advisors serves a large retail client base with discretionary portfolio management through automated and advisor-led services, utilizing primarily ETF-based model portfolios across multiple risk tiers. The firm integrates digital processes and provides detailed performance reporting while maintaining operational ties to its banking and brokerage parent.

James Parry Sr. is a ChFC® credentialed financial advisor with 36 years of industry experience. He has been with Arkadios Wealth Advisors since 2019 and previously worked at Triad Advisors, Inc. and his own firm, Parry Financial Advisors LLC, which he continues to operate. Outside of advisory work, he is involved as a licensed settlement broker in life settlements and works as a life insurance agent. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various internally managed and third-party strategies, combining fundamental, technical, and cyclical investment analyses.

George Pedraza is a financial advisor at BOK Financial Securities, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Merrill, CAPTRUST, Covenant, and Wells Fargo in various capacities. Pedraza serves as a board member for several educational organizations, including Keystone School, the UTSA College for Health Community & Policy Advisory Council, and the Riverwalk Education Foundation, which oversees multiple charter schools in Texas. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients through a non-discretionary, fee-based investment management program called Guided Portfolio Solutions. The firm combines advisor-led client contact with research and asset allocation from Strategic Investment Advisors, and it is affiliated with a publicly traded bank holding company.

Kelly Landen is a financial advisor at BOK Financial Securities, Inc. in Plano, TX, holding a Series 66 designation with three years of industry experience. Prior to joining BOK Financial Securities, Landen worked at JPMorgan Securities LLC and Goldman Sachs. Outside of financial advising, Landen serves as secretary and board member for McCann Holdings LLC. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with tailored asset allocations.

Hayden Lusk is a financial advisor at Sagespring Wealth Partners with CFP® and Series 66 credentials and four years of industry experience. Prior to joining Sagespring in 2022, he worked at Raymond James Financial Services, Inc., Raytheon Technologies, The Boeing Company, and Best Buy. Sagespring Wealth Partners serves a diverse client base, including individual households across wealth levels and various institutional clients such as retirement plans, banks, insurance companies, and sovereign wealth funds. The firm provides discretionary investment management, financial planning, and retirement plan consulting, employing tailored portfolios that incorporate fundamental and technical analysis alongside multi-team resources and third-party manager relationships.

Raul Rodriguez Jr. is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Compound Planning, Capital Advisors, Robinhood Financial, and J.P. Morgan Securities, as well as service in the U.S. Marine Corps. Signal Advisors Wealth provides investment management and financial planning services to retail and independent registered investment adviser clients. The firm employs a top-down, macro-environmental investment approach focused on tactical asset allocation and sector rotation, managing over $1.3 billion in discretionary assets through a team of ten advisors.

Theresa Krupka is a financial advisor at Capital Analysts with 18 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Valic Financial Advisors for 14 years before joining Capital Analysts and Lincoln Investment in 2021. She is the owner of TLK Financial, LLC, which provides insurance services including fixed life, disability, and long-term care products. Capital Analysts serves a diverse client base ranging from individual investors to corporate clients, offering discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team. The firm provides various advisory models, including custom portfolios and third-party manager access, and maintains a close affiliation with Lincoln Investment.

Micah Adams is a CFP® professional with three years of industry experience. He is currently with Cain, Watters & Associates, LLC and has previously worked at Strata Wealth Advisors, True North Advisors, Aspiriant, and several other firms. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management 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.

Marco Silva is a financial advisor at SageSpring Wealth Partners with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Voigt-Abernathy. Before entering the financial sector, Silva spent three years at Callaway Golf. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and serving a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management and financial planning through a goals-based approach, utilizing asset allocation, monitoring, and a range of investment strategies, while also providing services to less-common client types such as sovereign wealth funds and banking institutions.

Rodney Jarrell is a CFP® with 11 years of industry experience, currently serving at Simplicity Wealth. He has held roles at Jarrell Tax Planning, which he owns, and has been an adjunct professor teaching MBA courses in accounting and finance at the University of Dallas since 2017. Jarrell is also an instructor for Certified Financial Planner education courses and owns Lakeview Financial Solutions, where he is involved in insurance services. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, along with independent managers, offering a managed account platform with discretionary authority over many portfolios.

Carly Campbell is a financial advisor at Cain, Watters & Associates, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Huselton, Morgan & Maultsby and served in roles related to education and community organizations. Cain, Watters & Associates provides financial planning, retirement planning, and investment management primarily for dental healthcare professionals, offering a range of services including ERISA plan advisory, pooled trusts, and unified managed accounts. The firm utilizes both discretionary and non-discretionary investment strategies and maintains formal affiliations with banking and accounting entities.

Edward Butowsky is a financial advisor with Ethos Financial Group, LLC, holding a Series 63 designation and 37 years of industry experience. He has held roles at multiple firms including Innovation Partners LLC, Chapwood Securities, and Waterford Capital, and has served as head of investment education at Champion Venture Partners. Ethos Financial Group provides investment management and consulting services to individuals, trusts, estates, municipalities, and charitable organizations. The firm employs a model portfolio approach focused on diversified, risk-conscious allocations using index-based exposures and third-party research, while also offering financial and estate planning services.

Alfred Mckelvy is a financial advisor at Cain, Watters & Associates, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Five Star Global, Shared Sweeps, Multiview, and Fisher Investments. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, offering both discretionary and non-discretionary solutions across multiple platforms. The firm also provides services such as ERISA plan advisory, pooled trust offerings, unified managed accounts, and referrals to tax and accounting specialists.

Richard Weihing is a CFP® with 35 years of experience in the financial services industry. He is currently with Global View Capital Management LLC and has previously worked with Ameriprise Financial Services, Inc. Additionally, he serves as an investment adviser representative for Efficient Plan, LLC. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a technical and quantitative investment approach supported by an in-house algorithmic research platform and offers both model-based strategies and customizable investment options.

Matthew Peterson is a financial advisor at Cain, Watters & Associates, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Cain, Watters & Associates since 2020, following four years at KPMG. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension or profit-sharing plan sponsors. The firm combines CPA/accounting services with investment management, offering multiple investment programs and managing a substantial non-discretionary asset base.

Timothy Akers is a CFP® with four years of industry experience, currently affiliated with Mission Wealth Management, LP. His previous roles include positions at Raymond James Financial Services, LPL Financial, Fidelity Investments, and RFG Wealth Advisory. He serves as treasurer and board member for A Small Miracle Foundation, a nonprofit assisting families with child care needs. Mission Wealth Management, LP is a multi-team SEC-registered advisory firm managing approximately $17 billion for high-net-worth individuals, families, and institutional clients. The firm provides tailored wealth management, portfolio management, financial planning, and consulting services, with an investment approach that incorporates long-term strategies and alternative investments.