Justin Davis is a Certified Financial Planner (CFP®) with 17 years of industry experience. He has been with Grimes & Company since 2019 and previously worked at J.P. Morgan Securities and TD Ameritrade. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm uses proprietary research and portfolio-management systems to build customized investment strategies across a range of securities and investment vehicles.

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.

Meghan Gray is a financial advisor at Mutual of Omaha Investor Services, Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including New York Life Insurance Company and Hornor, Townsend & Kent LLC. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily uses a platform relationship with Envestnet and custodial services from Pershing, delivering managed solutions through approved model portfolios and third-party managers.

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.

Raeann Forester is a financial advisor with Archer Investment Corporation, holding Series 63 and Series 65 credentials and 31 years of industry experience. She has worked at Archer since 2021 and previously spent over two decades with Avantax Advisory Services and related entities. Outside of her advisory role, Forester serves in various community positions including treasurer for the Grand Prairie Metro Rotary Club and the GPHS Alumni Association, supporting nonprofit activities and scholarship programs. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and The Archer Funds. The firm employs a process that assesses clients’ financial situations and constructs diversified portfolios across multiple asset classes, managing approximately $900 million primarily on a discretionary basis.

Scott Wood is a financial advisor with True North Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with True North Advisors since 2000. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions with financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach with a focus on value-oriented strategies, supplemented by passive indexed ETFs, separately managed accounts, and alternative or private investments.

Zachary Kuhlman is a financial advisor at True North Advisors, LLC in Dallas, TX, holding a Series 66 designation with four years of industry experience. He previously worked at CH Investment Partners and Crow Holdings Capital-Investment Partners. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets. The firm serves high net worth individuals, corporate pension plans, trusts, and other entities, offering comprehensive financial planning, portfolio management, and advisory services with a focus on value-oriented strategies and broad diversification across multiple asset classes.

Christopher Conlan is a CFA® charterholder and holds a Series 66 license, with six years of industry experience. He is currently with True North Advisors, LLC, where he has worked since 2016. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets. The firm serves very high net worth and ultra-high net worth individuals, corporate pension and profit-sharing plans, trusts, estates, and foundations, offering comprehensive financial planning, portfolio management, and advisory services with a focus on fundamental, value-oriented investment strategies and broad diversification.

Philip Wetzel, Jr. is a financial advisor with Strategic Financial Concepts, LLC in Fort Worth, TX, holding a Series 66 designation and 26 years of industry experience. He previously worked at WWK Wealth Advisors and Whitney Wetzel & Kuether, L.L.C., and has maintained a long-standing association with LPL Financial. Outside of his advisory role, he serves as a director of Wetzel Financial Strategies, LLC. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management, financial planning, and consulting, employing both fundamental and technical analysis as well as third-party manager solutions, with ongoing supervision and rebalancing.

Terry Hastings is a financial advisor at Global View Capital Management LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Charles Schwab, Merrill, and NewBridge Securities Corporation. Outside of his advisory role, he also works as a driver for Uber. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC, and offers capabilities including discretionary management of held-away retirement assets.

Samuel Rodriguez is a CFP® with 22 years of industry experience, currently serving as an advisor at Advisor Resource Council since 2018. He has previously worked at firms including LPL Financial, J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. 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 traditional fundamental analysis and offers a range of investment strategies and custom solutions through a network of investment adviser representatives.

Charles Berry is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 registrations and with 21 years of industry experience. He has worked at Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2012, served at LPL Financial LLC since 2011, and previously at Edward Jones from 2007 to 2011. Advisor Resource Council is an SEC-registered advisory firm serving individuals, retirement plans, charitable organizations, and business entities. The firm integrates artificial intelligence with fundamental analysis to offer customized portfolio management and financial planning through a network of investment adviser representatives.

Bradley Shields is a financial advisor at Arax Advisory Partners in Dallas, TX, with 13 years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Capital Wealth Advisors, USCA Securities, USCA RIA, and Wells Fargo Clearing. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm’s investment approach includes discretionary and non-discretionary portfolio management, comprehensive financial planning, and a mix of traditional and alternative investments supported by both in-house and external portfolio teams.

Shawn Clagg is a financial advisor at Advisor Resource Council with two years of industry experience. He holds the Series 65 designation and maintains his own accounting firm, Shawn Clagg, CPA, PC, where he serves as president. He also works with Rob Hance Management PC in a management and accounting role. Advisor Resource Council is an SEC-registered firm that serves individuals, retirement plans, charitable organizations, and businesses by providing asset management, financial planning, and consulting services. The firm employs a blend of artificial intelligence and fundamental analysis through its AIQ platform and offers custom investment solutions, including option-based strategies, to meet diverse client needs.

Ross Morrow is a financial advisor at Quotient Wealth Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Howard Financial Services, LTD and The AYCO Company, L.P./Mercer Allied. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and wealth management services tailored to various client risk profiles. The firm employs diversified, factor-tilted investment strategies and utilizes technology for held-away account management.

Bobby Boyd is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining Prospera in 2007, he worked at Wells Fargo Investments and Morgan Stanley DW Inc. He also assists his wife with her internet sales business, Little Owl Products. 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 business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Margaret Thompson is a financial advisor with Prospera Financial Services, Inc. in Hurst, TX, holding a Series 66 designation and 28 years of industry experience. She previously worked at Merrill from 1998 to 2004 before joining Prospera in 2004. 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 business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Charles Kelsey is a financial advisor with Mutual Advisors, LLC in Fort Worth, TX, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at Mutual Advisors since 2019 and previously held roles at National Financial Services LLC. In addition to his advisory work, Kelsey serves as an Intelligence Officer in the U.S. Army Reserve. Mutual Advisors serves a diverse client base, including individual investors, trusts, retirement plans, and institutional clients, managing approximately $9.45 billion. The firm employs a mix of active and passive investment strategies tailored to client objectives and is noted for its scale in institutional work and a broad range of advisory services.

Robert Thorndike Jr. is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Davenport & Company LLC and MICG Investment Management, LLC before joining Prospera in 2010. Thorndike serves as a board member of the 31 Heroes Project. Prospera Financial Services, Inc. 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 business entities, providing financial planning, portfolio management, and access to multiple advisory programs and platforms.