Matthew Fannin is a financial advisor at International Assets Investment Management, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked with firms including LPL Financial and Advisor Resource Council LLC. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized portfolio management and financial planning, utilizing mutual funds, ETFs, individual equities, fixed income, and third-party money managers.

Jason Fletcher is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Level Four Advisory Services. His prior roles include positions at Good Life Advisors and LPL Financial. In addition to his advisory work, he provides tax preparation services through a separate business. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and public entities. The firm offers financial planning, asset and portfolio management, retirement plan consulting, and fiduciary services, utilizing model portfolios and a range of third-party platform solutions.

Robert Britt is a Series 65-licensed advisor with Level Four Advisory Services in Dallas, TX, where he has worked since 2016. He has 12 years of industry experience and also holds a long-term role at The Insurance Group. Britt serves as Director of Advanced Planning at Level Four Insurance Agency. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and various platform options, including affiliated and third-party sub-advisors.

James Hines is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Prospera since 2011. Outside of his advisory role, Mr. Hines serves as Treasurer of Trail Life Troop 22 and volunteers with Beat Creek Bible Church Evergreen Ministry. Prospera Financial Services, Inc. is an enterprise-scale firm serving a diverse client base including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors, offering investment advisory and financial planning services via multiple platforms and customizable portfolio management options.

Charles Seigler Jr. is a CFP® professional with 21 years of industry experience, currently affiliated with Prospera Financial Services, Inc. since 2016. He holds Series 63 and Series 65 licenses and is based in Belmont, NC. Prospera Financial Services, Inc. is a large advisory firm serving individuals, corporate and charitable entities, and retirement plans through a network of about 207 advisors across roughly 140 offices. The firm offers a range of investment advisory and financial planning services using multiple platforms and combines firm models, third-party sub-advisers, and customizable allocations for portfolio management.

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 credentials and two years of industry experience. Prior to joining Procyon, he worked at Oliver LaGore VanValin Investment Group and spent ten years at Bank of America. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, and retirement plans. The firm offers investment management, financial planning, and consulting services, utilizing a fundamentally driven investment process that incorporates mutual funds, ETFs, equities, and fixed income through both internal and third-party management.

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.

Stanley Smrke is a financial advisor at Realta Investment Advisors, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked with firms including International Assets Advisory, LLC and Transamerica Financial Advisors, Inc. In addition to his advisory role, he serves as Executive Vice President at Montego Minerals LLC, where he is involved in raising capital for investment funds in the oil and gas sector. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice through comprehensive advisor interviews and implements strategies using diversified asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments.

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.

Richard Pascuzzi is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with Prospera since 2000 and is also involved as owner and advisor of PSE Wealth Management and Prospera Life & Annuity, Inc., an insurance agency. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors across 140 offices, offering investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

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 financial advisor at Retirement Planners of America with eight years of industry experience and holds a Series 65 designation. He has worked at MMWKM Advisors, LLC since 2016 and has been affiliated with the University of Houston since 2014. Retirement Planners of America offers discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and retirement plan participants, primarily through a wrap-fee investment program. The firm emphasizes capital preservation and tactical rebalancing using model portfolios and a long-term market signal while maintaining discretionary trading authority.

Michael Cohen is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Level Four Advisory Services since 2021 and has concurrently operated Level Four Financial, LLC since 2007. In addition to his advisory roles, Cohen is an independent insurance agent specializing in health, life, and disability insurance, and serves as a family-related trustee and executor. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base, including individual investors, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning, discretionary and non-discretionary asset management, and retirement plan advisory services, utilizing model portfolios developed internally or through sub-advisers.

Charles Evans is a financial advisor with Prospera Financial Services, Inc. in Plano, TX, holding a Series 63 designation and bringing 52 years of industry experience. He has been with Prospera Financial Services since 2014. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base, including individuals, high-net-worth clients, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms and delivery vehicles.

Janice Lasley is a Series 66-licensed financial advisor with 23 years of industry experience. She has been with Advisor Resource Council, also operating as 360 Wealth Management, LLC, since 2012 and concurrently affiliated with LPL Financial over the same period. 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 using model portfolios and separately managed accounts that combine artificial intelligence tools with traditional fundamental analysis.