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.

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.

David Mc Clanahan is a financial advisor with BOK Financial Securities, Inc. in Plano, Texas, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. His prior roles include positions at CitiGroup, Wells Fargo Clearing, and Bancwest Investment Services. BOK Financial Advisors serves a diverse range of clients, including individuals, high-net-worth investors, corporations, and institutions such as municipalities and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-client interaction with investment research and asset allocation managed by Strategic Investment Advisors.

Noah Fess is a financial advisor at KCD Financial, Inc. with eight years of industry experience. He holds the Series 66 designation and has been with KCD Financial since 2016. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment strategies and uses third-party platforms and managers as part of its implementation approach.

Sara Fagot is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Investments, and Invest Financial Corporation. BOK Financial Advisors serves a diverse group of clients, including individuals, high-net-worth clients, corporations, and institutions, providing fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, as well as financial planning and consulting. The firm combines advisor-led client contact with investment research and asset allocation managed by its Strategic Investment Advisors.

Robert Tunnell is a CFP®-certified financial advisor with 20 years of industry experience. He is currently affiliated with Retirement Planners of America and has been associated with MMWKM Advisors, LLC since 2013. In addition to his advisory work, he operates as an independent insurance agent. Retirement Planners of America offers discretionary portfolio management and financial planning primarily through a wrap-fee investment program. The firm employs an “Invest and Protect” strategy focused on capital preservation and tactical rebalancing, utilizing model portfolios composed mainly of ETFs and mutual funds, along with a quantitative market signal to guide investment decisions.

Jacqelyn Brian is a financial advisor at Retirement Planners of America with a Series 65 designation and two years of industry experience. She previously worked at Fisher Investments for five years and has a background that includes roles at Dimaco LTD. and Ashford University. 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 focused on capital preservation and tactical rebalancing, using model portfolios largely composed of ETFs and mutual funds.

Andreya Weadon is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked exclusively with Institutional Securities Corporation since 1997. ISC Advisors, Inc. serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, foundations, and other U.S. and international institutions, providing portfolio management, comprehensive financial planning, and pension consulting through a multi-advisor team. The firm offers both discretionary and non-discretionary management and utilizes a mix of advisory options overseen by an internal Investment Committee.

John Knowles is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Ally Invest Advisors in 2021, he worked at Charles Schwab and TD Ameritrade. Outside of finance, he is the owner and design engineer of Dos Rios Audio Engineering, where he designs and markets guitar pedals and amplifiers. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, providing discretionary portfolio management through both automated and advisor-led services. The firm employs a Modern Portfolio Theory-based approach using ETF portfolios across multiple risk tiers, combining automated algorithms with supervised monitoring.

Jim Sandell Jr. is a Series 66-licensed financial advisor with USAA Investment Services Company, bringing 18 years of industry experience. He has worked within various USAA entities since 2007, including roles at USAA Life Insurance Company and USAA Financial Planning Services. Outside of his advisory work, he is the owner of Sandell Capital, LLC. 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 a Retirement Income Strategy Report and facilitates referrals to third-party advisers rather than managing client assets directly.

Joseph D'amico II is a CFP® professional with 26 years of industry experience, currently serving at CX Institutional, LLC. His career includes roles at Personal Capital, Empower Financial Services, Ameriprise, Fidelity Brokerage Services, and LPL Financial. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach, combining fundamental, quantitative, and technical analysis across various asset classes and supplements investment management with third-party technology for consolidated reporting and tax-efficient asset location.

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.