Catherine Sagarsee is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding a Series 66 designation and two years of industry experience. She has worked across several roles within BOK Financial entities since 2021 and has prior experience at Chipotle and Benedictine College. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and 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, combining proprietary research and model strategies, and benefits from its affiliation with a bank holding company and related investment entities.

Matthew Glinsky is a financial advisor at Zacks Investment Management, Inc. with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at LBMZ Securities, Charles Schwab Bank, Bank of America, Merrill, and MTG Capital. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process combining quantitative and qualitative analysis and operates across retail, institutional, and third-party distribution channels.

Allie Jones 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 LLP for six years. 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 trustees and sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and manages donor-advised funds through Schwab Charitable.

Jamie Conlon is a CFP® and ChFC® professional with 11 years of experience in the financial services industry. He has worked at firms including John Hancock, Fidelity & Guaranty, and AIG Capital Services before joining Mutual of Omaha Investor Services, Inc. in 2026. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through Envestnet and uses Pershing as custodian, with advisors recommending model portfolios and serving as client contacts for third-party managers.

Jo Anna Dossman is a financial advisor at Retirement Planners of America with 20 years of industry experience. She holds the Series 66 designation and previously worked at firms including Concourse Financial Group Securities and AIG Capital Services. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program for individuals, high-net-worth clients, and retirement plan participants. The firm employs an "Invest and Protect" approach focusing on capital preservation and tactical rebalancing using model portfolios and discretionary authority.

Jordan Roach is a financial advisor with Retirement Planners of America, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at MMWKM Advisors, Black Knight Wealth Management, Eagle Strategies, and New York Life. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants. The firm emphasizes capital preservation and tactical rebalancing through model portfolios, using a quantitatively based market signal while maintaining discretionary trading authority.

Laura Lamar is a financial advisor at Cain, Watters & Associates, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Ernst & Young LLP and Texas Security Bank. Laura also spent several years in full-time education prior to her advisory career. Cain, Watters & Associates, LLC provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, individuals, trustees, and plan sponsors. The firm offers comprehensive financial planning, ERISA plan advisory, pooled trust offerings, and managed account solutions, utilizing both discretionary and non-discretionary strategies supported by affiliated banking and accounting entities.

Ryan Mcenerney is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Frisco, TX. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Mcenerney has been with The Oak Ridge Financial Services Group since 2014. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both high-net-worth and non-high-net-worth households. The firm offers managed accounts, access to third-party portfolio managers through RBC Capital Markets, and comprehensive or segmented financial plans, with most accounts managed on a non-discretionary basis and custody handled through RBC Clearing & Custody.

Blaine Malcolm is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Merit Financial Advisors in Frisco, TX. His background includes roles at Purshe Kaplan Sterling Investments, Stratos Wealth Partners, Lifestyle Planning Solutions, LPL Financial, and The Botsford Group. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services centered on long-term, diversified portfolios, combining internally managed models with advisor customization and various authority options.

Eric Blake is a financial advisor at RFG Advisory, LLC with a Series 65 designation and one year of industry experience. Prior to joining RFG Advisory, he worked at LMW Tax Solutions, Doodash, and Starbucks. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts using a mix of actively managed and passive strategies, including direct indexing and tax-aware approaches.

Chad Wood is a financial advisor at BOK Financial Securities, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities, LLC and TIAA-CREF. 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, combining quantitative and qualitative research with model strategies ranging from income-oriented to ESG-focused approaches.

Thomas Pace is a financial advisor with Retirement Planners of America in Plano, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with MMWKM Advisors, LLC for the past decade. He is also an independent insurance agent. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program for individuals, high-net-worth clients, and retirement plan participants. The firm uses an “Invest and Protect” approach focused on capital preservation and tactical rebalancing, employing model portfolios largely composed of ETFs and mutual funds while maintaining discretionary trading authority.

Shaun Aguilar is a financial advisor with Trajan Wealth, L.L.C. in Frisco, TX, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has previously worked with Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Aguilar also acts as an insurance agent, focusing on fixed index annuities as part of his role at Trajan Wealth. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach emphasizing stocks, ETFs, and selective mutual funds, tailoring portfolios to clients’ risk tolerances, tax situations, and other personal factors.

Aaron Rosenthal is a financial advisor with Cain, Watters & Associates, LLC who holds the Series 65 designation and has two years of industry experience. Prior to joining Cain, Watters & Associates, he worked at Deloitte and held various roles including positions at Arvest Bank and the University of Central Arkansas. 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 offers both discretionary and non-discretionary investment solutions and incorporates affiliated banking and accounting resources into its service offerings.

Bobi Williams is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and bringing 21 years of industry experience. She has held various roles within USAA-affiliated entities since 2014, including positions at USAA Life Insurance Company and USAA Financial Planning Services. 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 delivers Retirement Income Strategy Reports and facilitates referrals to third-party broker-dealers and advisers, operating mainly as a referral intermediary without managing client assets.

Zachary Beckerley is a CFP® professional with 17 years of industry experience, currently serving with Merit Financial Advisors. His prior work includes roles at Purshe Kaplan Sterling Investments, LPL Financial, and Stratos Wealth Partners. He serves on the board of directors for Mazie's Mission, a nonprofit organization, where he reviews financials and assists with decision-making. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach utilizing centrally managed portfolios and customizable models overseen by an internal Investment Management team.

David York is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with various USAA entities since 2014, including USAA Life Insurance Company and USAA Financial Planning Services. Outside of his advisory role, he is involved in property ownership as a landlord. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products, operating primarily as a retirement-advice intermediary rather than a portfolio manager.

Janet Dettle is a Planning Consultant at Fidelity Investments, where she has been working since 2022. In this role, she partners with clients to help them make informed financial decisions aimed at achieving long-term financial security. Prior to joining Fidelity Investments, Janet worked as a Financial Advisor at First Command from 2020 to 2022. Through her professional experience, she is focused on supporting clients in their financial planning needs.

Sydney Katzmark is a financial advisor at Merit Financial Advisors with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Merit, Katzmark held roles at Purshe Kaplan Sterling Investments, Global Wealth Advisors, Charles Schwab & Co., Inc., and HFS Wealth Management. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach with customizable portfolio models overseen by an internal Investment Management team.

Eric Lardner is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at OneAmerica Securities and American United Life. Outside of advising, he is involved in the sales of fixed insurance products through Abundant Wealth Management Inc. Sound Income Strategies is a fee-based investment adviser serving a diverse client base, including individuals, corporate and pension clients, other advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies, actively manages portfolio risk through fundamental and technical analysis, and offers services such as financial planning, ERISA plan services, and ETF sub-advisory.