James Wood is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with Dynamic in Fort Worth, TX, and has worked at firms including Charles Schwab, TD Ameritrade, and Morgan Stanley. Dynamic serves a wide range of clients including individuals, trusts, charitable organizations, and businesses, offering portfolio management, financial planning, retirement plan services, and support for other advisers. The firm emphasizes a long-term, client-specific investment approach and provides integrated technology and outsourcing solutions for unaffiliated registered investment advisers.

Paul Nelson is a financial advisor at Cain, Watters & Associates, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Cain, Watters & Associates in 2024, he worked at Forvis Mazars LLP for six years and has additional experience in fitness-related roles. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, utilizing both discretionary and non-discretionary investment solutions across multiple platforms. The firm also offers specialized services for practice transitions and dental service organizations.

Carolyn French is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 41 years of industry experience. She previously worked at UBS Financial Services and Citigroup Global Markets. Outside of her advisory role, she serves on several nonprofit boards and is president of the Shining Light Foundation, which provides financial assistance to individual children. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing roughly $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Brandon Fresard is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 registrations and 18 years of industry experience. His prior roles include positions at USAA Financial Services and Chase Investment Services. He is also involved with Foundation Wealth Partners, operating as a DBA for his LPL business. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting services. The firm combines artificial intelligence tools with fundamental analysis to offer a range of portfolio strategies and custom solutions, and utilizes third-party platforms to align investment approaches with client objectives.

Jason Bednarz is a financial advisor at Prospera Financial Services, Inc. based in Dallas, TX, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked at Prospera Financial Services since 2009 and previously held positions at RBC Capital Markets and Morgan Stanley DW Inc. from 1997 to 2009. Prospera Financial Services 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 other entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Brandon Ross is a financial advisor with Quotient Wealth Partners, LLC in Dallas, TX, holding Series 63 and Series 66 designations and 27 years of industry experience. His prior roles include positions at Goldman Sachs Personal Financial Management, Girard Securities, Cetera Advisor Networks, and LPL Financial. He is also co-owner of JBBR Ventures, a real estate organization based in Dallas. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans across a range of net worth levels. The firm provides financial planning, consulting, and wealth and investment management services, employing tailored investment programs with ETFs, mutual funds, individual securities, and third-party managers.

Jessica Cafferata is a CFP® with 17 years of industry experience, currently serving as an advisor at AlphaCore Capital LLC since 2025. Her prior experience includes roles at Callan Capital LLC, Mariner Wealth Advisors, HighTower Advisors LLC, Frontier Investment Management Co, USAA Financial Planning Services, Rosenthal Advisory Services, and National Planning Corporation. She serves as an HOA board member for Wichita Estates HOA. AlphaCore Capital LLC is an independent wealth advisory firm with about 70 advisors managing approximately $13 billion. The firm serves individuals, entities, and institutional investors with comprehensive financial planning and investment management, emphasizing multi-asset portfolios that include alternative investments alongside traditional equities and fixed income.

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.

Shyan Moayedi is a financial advisor at Madison Partners in Frisco, TX, holding the Series 63 and Series 66 licenses with 14 years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Charles Schwab, and Morgan Stanley. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized fiduciary approach emphasizing long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers.

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 in Flower Mound, TX, holding Series 63, 65, and 66 licenses with six years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Bank, with earlier work at North Pier Fiduciary Management and Lockton Investment Advisors. Thurston Springer Advisors serves individuals, high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services. The firm employs a range of investment strategies, including both buy-and-hold and active models, and works with institutional clients while integrating affiliated broker-dealer and insurance services.

Peter Kane is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include work at Lion Street Financial and Peak Value Advisors, where he provided fractional CFO and business consulting services. Outside of advisory work, he serves as financial officer and minority owner of SmartLab Partners, LLC, a clinical laboratory serving skilled nursing facilities. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and corporate retirement plan consulting through a disciplined investment process that combines fundamental and technical analysis with a relative-strength methodology.

David Brown is a financial advisor at Advisor Resource Council with over 34 years of industry experience. He holds the CFP® and ChFC® designations and has worked with LPL Financial for 25 years, followed by five years at WCG Wealth Advisors. Brown is based in Dallas, TX. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies, providing customized investment solutions through a network of investment adviser representatives.

Michael Lowsley is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at LPL Financial LLC, Amundi Distributor US, Inc., Resolute Investment Distributors, Inc., Allianz Global Investors, and Delaware Capital Management Advisers, Inc. He is also involved with 360 Wealth Planners, a business related to his LPL advisory activities. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies, along with custom option-based solutions, delivered through a network of investment adviser representatives.

Justin Davis is a Certified Financial Planner (CFP®) with 17 years of industry experience. He has worked at Grimes & Company since 2019 and previously held roles at J.P. Morgan Securities and TD Ameritrade. Grimes & Company provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, business entities, and government organizations. The firm employs customized strategies based on proprietary research and manages portfolios using a variety of investment vehicles, serving also as an adviser to other investment advisers and offering several affiliated service options.

John Crook is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 30 years of industry experience. His prior roles include positions at Raymond James & Associates, Morgan Keegan & Company, LLC, and Citigroup Global Markets. He serves as a board member of the Georgia Industrial Children's Home Foundation and is involved in several business ventures, including a land clearing business started with his son. Prospera Financial Services is a multi-team advisory firm with 271 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Steven Gundy is a financial advisor with BFC PLANNING, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining BFC PLANNING, he worked at Milkie/Ferguson Investments, Inc. from 2009 to 2012. Outside of his advisory role, he serves on the advisory boards of the Ackerman Center for Holocaust Studies and the Anti-Defamation League Texoma, and he is a partner and operator of a B&B ranch. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and employs independent investment adviser representatives who customize portfolios using various program structures, sub-advisers, and custodial arrangements.

Brick Parsons is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 66 designation and 17 years of industry experience. He has worked at Edward D Jones and LPL Financial prior to joining Advisor Resource Council in 2017. Outside of his advisory role, he is involved in a business that purchases, repairs, and resells small electronic equipment for profit. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting services. The firm combines artificial intelligence tools with fundamental analysis to offer a range of model and separately managed account strategies under its AIQ platform, while also providing custom solutions and third-party advisory programs tailored to client objectives.

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.