Brian Krukiel is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at LPL Financial, Level Four Advisory Services, J.P. Morgan Securities, and Chase Investment Services Corp. He is also a licensed insurance agent involved in selling various insurance products. 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 alongside custom solutions, supported by a network of investment adviser representatives providing portfolio management and financial planning services.

Michael Lutz is a CFP® with 12 years of experience in the financial services industry. He is currently with Retirement Planners of America and has previously worked at Westlake Wealth Management, Fisher Investments, and Fidelity Investments. Retirement Planners of America provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and retirement plan participants, primarily through a wrap-fee investment program. The firm uses an “Invest and Protect” approach that emphasizes capital preservation and tactical rebalancing with model portfolios composed mainly of ETFs and mutual funds.

John Unsworth is a financial advisor with Advisor Resource Council in Dallas, TX. He holds a Series 66 designation and has 19 years of industry experience, including prior roles at Edward Jones and LPL Financial. He has been with Advisor Resource Council since 2014. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting. The firm employs a blend of artificial intelligence tools and traditional fundamental analysis to manage client portfolios through various model and separately managed account strategies.

James Webb II is a financial advisor with Advisor Resource Council based in Dallas, TX. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior work includes nine years at Edward Jones before joining LPL Financial and Advisor Resource Council in 2016. Advisor Resource Council is an SEC-registered advisory firm serving individuals, retirement plans, charitable organizations, and businesses. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies, alongside custom solutions such as option-based strategies.

Ryan Hensley is a financial advisor at SageSpring Wealth Partners with 11 years of industry experience. He holds the CFP® and ChFC® designations, as well as the Series 66 license. Prior to joining SageSpring, he worked at Raymond James Financial Services. Outside of his advisory role, he serves as treasurer for Rhea's Mill Baptist Church, where he manages bookkeeping and financial reporting. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors. The firm offers customized portfolios using a range of investment vehicles and combines fundamental and technical analysis with periodic rebalancing, leveraging multi-team scale and institutional relationships alongside traditional wealth management services.

Anthony Scalia is a financial advisor with FourStar Wealth Advisors, LLC, holding a Series 63 designation and over 32 years of industry experience. He has worked at several firms, including Nobles & Richards and GVC Capital LLC. Outside of his advisory work, he is a managing director and partner at Humm Energy and co-owner of a self-storage business. FourStar Wealth Advisors serves a broad client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm combines fundamental and technical analysis to manage diversified portfolios tailored to clients’ risk tolerances, providing financial planning, investment management, and retirement plan consulting services.

Angela Svitak is a financial advisor at Cain, Watters & Associates, LLC with 11 years of industry experience. She holds a Series 65 designation and has been with Cain, Watters & Associates since 2014. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management services 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.

Matthew Fannin is a Series 66 licensed financial advisor with 27 years of industry experience. He is currently with International Assets Investment Management, LLC and has held prior roles at LPL Financial, Ameriprise, and other advisory firms. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent advisors. The firm emphasizes customized, long-term portfolio construction using mutual funds, ETFs, equities, fixed income, and may employ third-party managers and wrap programs as part of its offerings.

Brian Dominguez is a financial advisor at USAA Investment Services Company with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for two years. Before entering the financial industry, he worked in automotive sales and the restaurant business. 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 offers guidance on retirement savings, asset allocation, risk tolerance, and income planning, and refers clients to third-party broker-dealers or advisers for investment accounts.

Lacey Buteyn is a financial advisor at Kingswood Wealth Advisors, LLC with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Level Four Advisory Services and LPL Financial. Outside of finance, she is involved in Bodybump Fitness as a yoga instructor and health coach. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform and integrates affiliated financial entities to support insurance-linked account management.

Jacob Rothenberg is a financial advisor at Procyon with Series 65 and Series 66 licenses and two years of industry experience. His prior roles include positions at Oliver LaGore VanValin Investment Group, Inc. and Bank of America, where he worked for ten years. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base that includes individuals, high-net-worth families, trusts, businesses, retirement plans, registered investment advisors, pooled investment vehicles, and certain state and municipal government clients. The firm manages approximately $9.2 billion in assets, using a mix of discretionary and predominantly non-discretionary management strategies based on fundamental analysis, and offers services as a private fund adviser as well as portfolio management for pooled vehicles.

Eunice Armstrong is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 19 years of industry experience. She has been with USAA and its affiliated entities since 2013. Outside of advising, she works as a mobile notary signing agent, operates a travel consulting business, and is involved in guest services at a local spa. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the public. The firm does not manage client assets but supports clients through retirement income planning and refers investment accounts to Charles Schwab.

Jaze Randolph is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Cain, Watters & Associates, he worked at Eide Bailly and The Runaway Train and was affiliated with Howard Payne University. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension and profit-sharing plan sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Mariela Ponce Gomez is a financial advisor at Hilltop Securities Inc. with two years of industry experience. She holds the Series 66 designation and previously worked at BBVA Securities Inc., BBVA Compass Insurance Agency, and COMPASS Bank from 2015 to 2021. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of managed account programs and retirement-plan fiduciary services through an open-architecture platform, with a distinctive custody capability and access to diverse investment strategies.

Kiley Bratton 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 and Texas Christian University. Cain, Watters & Associates, LLC provides financial planning, retirement planning, and investment management primarily for individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers a range of services including ERISA plan advisory, pooled trust offerings, unified managed accounts, and donor-advised fund management, utilizing both discretionary and non-discretionary investment solutions across multiple platforms.

Colin Thomas is a financial advisor with BOK Financial Securities, Inc. He holds a Series 66 designation and recently began his advisory career in 2026. Prior to this, he spent nine years at Textron Aviation. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm provides non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, alongside financial planning and consulting.

David Forbess is a financial advisor at Cain, Watters & Associates, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Cain, Watters & Associates since 2016. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services 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.

Paul Leeman is a Series 65-licensed financial advisor with Retirement Planners of America in Plano, TX, and has nine years of industry experience. He has worked with MMWKM Advisors, LLC since 2016 and has been affiliated with the University of Houston since 2014. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program, serving individuals, high-net-worth clients, and retirement plan participants. The firm employs an “Invest and Protect” strategy that emphasizes capital preservation and tactical rebalancing using model portfolios and discretionary trading authority.

Nicole Fahnestock is a financial advisor at Larson Financial Group, LLC with a Series 66 designation and one year of industry experience. Her prior roles include positions at Thrivent Financial, Thrivent Investment Management Inc, White Coat Student Loan Consulting, MassMutual, and the Association of American Medical Colleges. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs using both strategic and tactical approaches and offers various consulting and management services for individuals, trusts, corporations, nonprofits, and pension plans.

Janice Lasley is a financial advisor at Advisor Resource Council with 23 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Banc of America Investment Services, and Edward Jones. Lasley has been with Advisor Resource Council and affiliated LPL Financial since 2012. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and businesses. The firm combines artificial intelligence with fundamental analysis to offer model and separately managed account strategies, along with custom solutions such as option-based strategies, delivered through a network of investment adviser representatives.