Stewart Scothorn is a financial advisor at Advisor Share Wealth Management, LLC with a Series 65 designation. He has one year of industry experience and has been employed at Advisor Share Wealth Management since 2026. He also has a longstanding role at The Benefit Link, Inc., where he has worked since 2010. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform used by independent advisers, implementing client strategies through third-party sub-advisers and model portfolios.

Steven Anderson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Mutual/United Of Omaha Insurance Company since 1996. Anderson served as President of NAIFA-Dallas from 2011 to 2012 and has been a volunteer national committee member on the NAIFA-Dallas board since 2019. 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 delivers managed solutions primarily through a platform relationship with Envestnet and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Cory Allen is a financial advisor at Gibbs Wealth Management, LLC in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has experience dating back to 2019 with roles at Hybrid Financial LLC and Axa Advisors, LLC. Outside of his advisory work, he is also an insurance agent providing customer service and support related to insurance activities. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and model portfolios to guide investment decisions. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions where appropriate.

William Atkins Jr. is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Advisor Resource Council and affiliated with LPL Financial since 2015. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies that integrate artificial intelligence tools with traditional fundamental analysis across various portfolio types, including equities, fixed income, alternatives, and options-based techniques.

Brett Kincade is a financial advisor with Ally Invest Advisors, holding a Series 66 designation and 17 years of industry experience. His career includes roles at TD Ameritrade and Central States Claims and Adjustments. Outside of his advisory work, he cohosts The Loyal Sons Podcast, which focuses on Midwestern college sports and humor. Ally Invest Advisors serves a broad retail client base, offering discretionary portfolio management through automated and advisor-led services. The firm uses ETF-based model portfolios grounded in Modern Portfolio Theory, supported by digital processes and performance reporting tools.

Brian Lane is a CFP® with 10 years of experience in the financial advisory industry. He currently works at The Mather Group, LLC and previously held roles at Morgan Stanley and JP Morgan. Outside of his advisory work, he is engaged as a contractor for Uber in the automotive and transportation sector. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with customizable strategies and incorporates AI tools for market data and client communications while maintaining human oversight.

Garrett Frost is a financial advisor at Geneos Wealth Management, Inc. He holds the Series 66 designation and has three years of industry experience. His prior work includes roles at Cetera, North Star Resource Group, and Minnesota Life Insurance. Outside of advisory work, he has experience in fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm provides financial planning, portfolio management, and access to third-party money managers through various programs, employing a range of investment strategies including fundamental and technical analysis, with both customized and model-based accounts.

Erik Luckstead is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 designation and 14 years of industry experience. His career includes roles at multiple firms, such as Wealth Lock Insurance Services LLC and Wealthstead LLC, where he serves as managing member. Outside of investment advisory, he is owner of an independent insurance agency focused on health, accident, and life benefits, and also provides business and loan consulting through Wealthstead LLC. Virtue Capital Management, LLC is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm employs strategic, tactical, and dynamic investment strategies primarily using mutual funds and ETFs, supported by quantitative models and an investment committee that conducts due diligence on third-party managers.

Erwan Bertrand is a financial advisor with Advisor Resource Council in Dallas, TX. He holds a Series 65 credential and has one year of industry experience. His prior work includes roles at Boussard & Gavaudan and Caceis, as well as academic positions at Skema Business School and IAE Lille. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting through a network of advisers. The firm integrates artificial intelligence with traditional fundamental analysis across various model portfolios and separately managed accounts, tailored to different client segments.

Richard Jones is a financial advisor with Advisor Resource Council based in Dallas, TX. He holds Series 63 and Series 66 licenses and has four years of industry experience, including roles at LPL Financial LLC and Cambridge Investment Research Advisors. Outside of his advisory work, he is also a licensed independent insurance agent and a life coach. Advisor Resource Council provides asset management, financial planning, and retirement plan consulting services to individuals, families, retirement plans, charitable organizations, and business enterprises. The firm uses a combination of AI-driven model portfolios and traditional fundamental analysis, offering tailored investment strategies across various account sizes and coordinating estate-planning document preparation through independent legal professionals.

Chandler Johnson is a financial advisor with BFC Planning, Inc. based in Dallas, TX. He holds a Series 65 designation and began his career in the industry in 2026. Prior to joining BFC Planning, he worked at American Airlines and several other companies in various roles. 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 approximately $3.8 billion in assets through a network of independent advisor representatives.

Donald Peterson is a financial advisor at Balefire, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Integrity Alliance, Lion Street Financial, Purshe Kaplan Sterling Investments, Fuse Partners, and LPL Financial. Peterson is also involved in providing fixed insurance and non-securities insurance planning for private wealth clients. Balefire serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, trusts, and business entities, offering discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm uses a team-based investment process with an Investment Committee that develops model portfolios following a core-plus-tactical philosophy, employing third-party research and sub-advisors to implement strategies across various asset classes.

Abraham Mansour Sr. is a CFP® professional with 27 years of industry experience, currently serving at Advisor Resource Council in Plano, TX. He has been with Advisor Resource Council since 2013 and has also worked with LPL Financial since 2011. 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 that integrate artificial intelligence tools with traditional fundamental analysis and offers both discretionary and nondiscretionary portfolio management through a network of investment adviser representatives.

Joy Kirsch is a financial advisor at Merit Financial Advisors with 40 years of industry experience. She holds a Series 63 designation and has worked previously at LPL Financial and Purshe Kaplan Sterling Investments. Outside of advisory roles, she is a limited partner in a partnership that owns a cell phone tower. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach with customizable model portfolios overseen by a central Investment Management team and Investment Committee.

Ben Boyd III is a CFP® with 22 years of industry experience, currently serving at Symphony Financial, Ltd. Co. and LPL Financial since 2024. His prior roles include positions at Charles Schwab, Merrill Lynch, and Bank of America. Outside of financial advising, he is a business owner of Everyday Armor LLC, a company involved in packing and shipping operations. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and multi-family office services. The firm employs a long-term investment approach utilizing mutual funds, ETFs, individual securities, options, and private placements, and offers ERISA 3(21) fiduciary services alongside coordinating comprehensive multi-family office engagements.

Steven Watkins is a CFP® with 28 years of industry experience. He is currently with Coppell Advisory Solutions LLC and previously worked at Merrill and H.D. Vest Advisory Services. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning, using a combination of tailor-made asset allocation models and both fundamental and technical analysis.

Kevin Wilson is a financial advisor at Quotient Wealth Partners, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Goldman Sachs Personal Financial Management and ID Solutions. Wilson is based in Dallas, TX. Quotient Wealth Partners is a multi-advisor firm serving individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion across 1,900 clients, offering tailored, diversified portfolios that include ETFs, equities, fixed income, mutual funds, options, and alternative investments, supported by fundamental and cyclical analysis and tax-aware strategies.

Mitchell Zaelit is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc. and TD Ameritrade. He also serves as a digital product director focused on wealth management and robo-advice products. Ally Invest Advisors serves a broad retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated and advisor-led services. The firm employs ETF-based portfolios aligned with Modern Portfolio Theory and delivers investment management at scale through digital and automated processes.

Jason Adams is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior work includes roles at SagePoint Financial, NYLIFE Securities, and New York Life Insurance Company. Outside of advisory services, he is involved as a partner in a shipping and logistics business. Gradient Advisors, LLC provides investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third‑party money managers, employing a largely non‑discretionary model that incorporates multiple analytical approaches to portfolio management.

John Saalfield is a financial advisor at Concurrent Investment Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at UBS Financial Services and Raymond James Financial Services. Saalfield is also owner of Varsity Ventures LLC and Wealth Partners Alliance LLC. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in assets across discretionary and non-discretionary mandates. The firm employs a long-term investment approach using diversified portfolios that include ETFs, mutual funds, individual securities, and alternative investments.