Michael Manna is a CFP® professional with 11 years of industry experience, currently affiliated with BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. in Plano, TX. He serves as a board member on the finance committee of the Legacy Family Court Foundation, a nonprofit focused on addiction rehabilitation and family reunification. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program alongside financial planning and consulting services. The firm employs a combination of advisor-led client contact and in-house strategic investment research to tailor asset allocations based on client objectives.

Nicolas Boda is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 credential and beginning his advisory career in 2024. Prior to joining Cain, Watters, he worked at KPMG from 2022 to 2024 and has experience with Baylor University and Marcus High School. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, individuals, trustees, and plan sponsors. The firm employs both discretionary and non-discretionary solutions across multiple investment platforms and offers specialized services including ERISA plan advisory and practice transition support for dentists.

Tim Edwards is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding a Series 63 license and 39 years of industry experience. He has been with Prospera since 2000 and also owns PSE Wealth Management and Prospera Life & Annuity, Inc., through which he provides financial planning and insurance services. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across about 207 advisors and offers a range of investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

Dax Williamson is a financial advisor at Prospera Financial Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Prospera since 2008. Outside of his advisory role, Mr. Williamson serves as a board member of Compass Community Credit Union and owns Williamson Racing, a junior drag racing team competing on the West Coast. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion across 207 advisors in about 140 offices. The firm serves individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

Collin Mc Avoy is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Level Four Advisory Services and its affiliates, where he has worked since 2026. Prior to this, he held roles at Texas Capital Bank and related entities from 2023 to 2026, and previously worked at Invesco and Oppenheimer Funds Inc. Mc Avoy also has experience as an assistant trader at Texas Capital Bank. Level Four Advisory Services is an SEC-registered advisory firm managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and governmental entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, implementing client strategies through model portfolios and a combination of in-house and third-party investment platforms.

Garry Scheufler is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior work includes ten years at Bank of America and Merrill. He mentors students in the Baylor University Professional Sales Program. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets under management, employing a long-term, customized investment approach across various asset classes.

Jeffrey Carroll is a financial advisor with Advisor Resource Council, holding a Series 63 designation and 34 years of industry experience. His prior work includes 11 years at Robert W. Baird and over a year at LPL Financial LLC. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and businesses by providing asset management, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs a combination of artificial intelligence tools and fundamental analysis through its AIQ model portfolios and separately managed account strategies, tailored to different account sizes and client needs.

David Carl is a CFP® with 27 years of industry experience and is affiliated with Geneos Wealth Management, Inc. He has held roles at Geneos Wealth Management since 2013, with prior experience at Professional Wealth Management Group and Pro Wealth PLLC. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and referrals to third-party money managers through various programs, utilizing a mix of fundamental, technical, and tactical investment strategies.

Christopher Mohring is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with Quotient Wealth Partners, LLC, where he has worked since 2023. His prior experience includes roles at Goldman Sachs Personal Financial Management, Cetera Advisor Networks, PTX Securities, LLC, and Highland Capital Funds Distributor, Inc. 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 through a team of 26 advisors and offers tailored, broadly diversified portfolios utilizing various investment vehicles and tax-aware strategies.

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. He has worked at Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2018, with previous roles at LPL Financial and Level Four Advisory Services. Outside of his advisory work, he has been involved in insurance services through Level Four Insurance Services and Highland Capital Brokerage. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes AIQ model portfolios that integrate artificial intelligence with fundamental analysis, offering a range of models tailored to different account sizes and high-wealth clients, along with coordinated estate-planning services through external attorneys.

Linda Cartwright is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 designations with 42 years of industry experience. She has been with Prospera Financial Services since 2005. Prospera Financial Services is a multi-team firm that serves individual, corporate, charitable, and retirement plan clients through a variety of advisory and brokerage services. The firm manages approximately $12.4 billion across about 207 advisors and offers portfolio construction and ongoing management using firm models, third-party sub-advisers, and customizable allocations.

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, holding a Series 66 designation and 18 years of industry experience. He has been with Advisor Resource Council since 2014 and also has a longstanding affiliation with LPL Financial dating back to 2010. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, retirement plan consulting, and access to third-party money managers and advisory programs. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across various asset classes, including equities, fixed income, alternatives, and options-based techniques.

James Webb II is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. He has been affiliated with LPL Financial and Advisor Resource Council for the past 10 years. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting through a network of Investment Adviser Representatives. The firm combines artificial intelligence tools with traditional fundamental analysis in its investment approach and offers tailored portfolio strategies for varying account sizes.

Brett Walter is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation with 18 years of industry experience. He has been with Prospera since 2015. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering a range of investment advisory and financial planning services through multiple platforms and customizable portfolio management approaches.

Joshua Hampton is a CFP®-designated financial advisor with 14 years of industry experience. He is affiliated with Level Four Advisory Services and has previously worked at LPL Financial and Cova Private Wealth LLC. Outside of his advisory role, he is involved with Mezcalculated Risk, LLC, an investment group in the tequila industry. Level Four Advisory Services is a multi-team SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a variety of platforms and sub-advisors.

Ryan Hensley is a financial advisor at SageSpring Wealth Partners in Frisco, TX, holding the CFP® and ChFC® designations with 10 years of industry experience. His prior experience includes roles at Raymond James Financial Services from 2015 to 2024. Outside of his advisory work, he serves as Treasurer for Rhea's Mill Baptist Church, handling bookkeeping and financial reporting duties. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs tailored portfolios using a range of investment vehicles and combines multi-team scale with access to outsourced CIO and TAMP solutions.

Damian Saenz is a financial advisor at Level Four Advisory Services with six years of industry experience. He holds the Series 66 designation and previously worked with Lone Star National Bank, LPL Financial, and Raymond James. Outside of his advisory role, he is a licensed Realtor assisting clients with real estate transactions and serves as an executor and trustee of a family estate trust. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a range of custodial and platform arrangements.

Anthony Scalia is a financial advisor at FourStar Wealth Advisors, LLC with 32 years of industry experience. He holds a Series 63 license and has worked at FourStar since 2023. His prior experience includes roles at Nobles & Richards, GVC Capital LLC, and Woodbury Financial Services. Outside of finance, Scalia is a managing partner of Humm Energy and co-owner of a self-storage business. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, discretionary portfolio management, and retirement-plan consulting, employing a blend of fundamental and technical analysis with portfolios tailored to client risk tolerance and time horizon.

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.