Joseph Biggerstaff is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His prior roles include positions at LPL Financial and Massachusetts Mutual Life Insurance Company. Outside of advisory work, he serves as the varsity head baseball coach at Heritage Christian Academy. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises with services including asset management, financial planning, and retirement plan consulting. The firm employs a combination of artificial intelligence and fundamental analysis in its model portfolios and offers tailored strategies for different account sizes.

Brian Thomas is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Level Four Advisory Services since 2021 and has worked at Level Four Financial, LLC since 2009. Outside of his advisory work, Thomas serves as the board president of the Blue Heron Homeowners Association. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, using both internal model portfolios and sub-advisers.

Owen Cook Jr. is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. Prior to joining M Holdings Securities in 2024, he worked at Charles Schwab for six years and Kestra Advisory for two years. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Jonathan Sobel is a financial advisor at Hilltop Securities Inc. with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Hilltop Securities in 2024, he worked at Wells Fargo Clearing Services and TD Ameritrade. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, and retirement-plan consulting. The firm features an open-architecture platform with both third-party and firm-sponsored strategies, alongside custody, banking, and market-making capabilities.

Renee Marinez is a CFP®-certified financial advisor with seven years of industry experience, currently practicing at Brighton Jones LLC. Her prior experience includes roles at Lifeworks Advisors, Vincere Wealth Management, and Merrill. Outside of financial advising, she has worked at Taft's Ale House and has an educational background from the University of Cincinnati. Brighton Jones LLC provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and offers discretionary and non-discretionary portfolio management, tax preparation, real-estate consulting, and family office administrative support.

Robert Thorndike Jr. is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Davenport & Company LLC and MICG Investment Management, LLC before joining Prospera in 2010. Thorndike serves as a board member of the 31 Heroes Project. Prospera Financial Services, Inc. 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, providing financial planning, portfolio management, and access to multiple advisory programs and platforms.

Robert Rinker is a financial advisor with The AmeriFlex Group in Dallas, TX, holding the ChFC® designation and Series 63 and 66 licenses. He has 30 years of industry experience, with prior roles at SCF Investment Advisors, INC., SCF Securities, INC., OSAIC, and Cambridge Investment Research, Inc. He is also the owner of Cohesion Wealth Advisors, LLC. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, providing customized advice via model asset allocations and discretionary and non-discretionary manager relationships.

Jacinta Thompson is a financial advisor with Balefire, LLC in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior work includes roles at Integrity Alliance, Lion Street Financial, Purshe Kaplan Sterling Investments, and LPL Financial LLC. She also serves as Vice President of Retirement Solutions at Fuse Partners, LLC, where she consults clients on retirement plans. Balefire serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, trusts, and business entities, providing discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm utilizes a team-based investment process with an Investment Committee that develops model portfolios using a core-plus-tactical approach and licensed third-party research.

Mitchell Liesmann is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His career includes eight years with LPL Financial and four years of public service with the City of Johnson City. Outside of finance, Liesmann is involved in ranching operations and serves as a commissioner for Blanco County Emergency Services District. Momentum Independent Network Inc. serves individual, corporate, and institutional clients, offering investment advisory, portfolio management, financial planning, and brokerage services. The firm provides a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory services through its affiliation with the Hilltop group.

John Vaclavik is a CFP® with seven years of experience in financial services. He is currently with Quotient Wealth Partners, LLC and has previously worked at Merrill, Bank of America, and Oak Harvest Investment Services. In addition to his advisory role, Vaclavik is an insurance agent with Oak Harvest Insurance Services. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving a range of clients from non-high-net-worth to high-net-worth. The firm offers financial planning, consulting, and wealth management services with tailored investment programs that use ETFs, mutual funds, individual securities, and third-party managers, supported by a mix of fundamental and cyclical analysis.

Michael Forner is a financial advisor with Hilltop Securities Inc. in Dallas, TX. He holds Series 63 and Series 66 licenses and has 33 years of industry experience. He has been with Hilltop Securities since 2016. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm offers a range of managed account programs through an open-architecture platform and features unique operational capabilities, including custody services and municipal bond strategies co-advised with Franklin Templeton Group.

John Howle is a financial advisor at Arax Advisory Partners with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at U.S. Capital Wealth Advisors and USCA Securities, where he has been involved since 2014. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal management, third-party models, and tailored asset allocation to meet client objectives.

Charles Harris is a financial advisor with IP Financial Advisory Services LLC in Dallas, TX, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His prior work includes roles at Raiser, LLC, First Canterbury Securities, and various positions in the gaming industry. Outside of advising, he works as a poker dealer at The Gardens Casino and drives for a ride-share service. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, and specialized consulting services, including actuarial and insurance consulting. The firm focuses on non-high-net-worth investors and retirement plan participants, providing personalized portfolio construction and discretionary management options.

Michael Goolsby II is a Series 65-licensed advisor with Mutual of Omaha Investor Services, Inc. He has one year of industry experience and currently works in Irving, TX. His prior work includes roles with Mutual of Omaha Insurance Company and various positions outside the financial industry. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account programs primarily through a platform relationship with Envestnet. The firm operates alongside broker‑dealer and insurance businesses within the Mutual of Omaha group.

Tim Edwards is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding a Series 63 designation and bringing 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 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—including high-net-worth clients—as well as retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Mary Bierds is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. She previously worked at Tolleson Wealth Management and has authored self-published children's books through her own publishing company. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, employing a whole-balance-sheet approach and offering both discretionary and non-discretionary portfolio management. The firm also offers administrative support and access to affiliated private investment funds, trust services, and legal resources.

Kathleen Rentz is a Series 65 licensed advisor with 11 years of industry experience. She is currently with Advisory Solutions Group, where she has worked for one year. Her prior experience includes roles at CS Planning Corp., Global Financial Private Capital, LLC, and Thayer & Co. Additionally, she worked with an organization called Dancing Angels for six years. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses a combination of quantitative, momentum, and fundamental analysis to construct diversified portfolios and offers both discretionary and non-discretionary strategies with regular client reviews.

Dax Williamson is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Summit Financial Group Inc. and Wells Fargo Advisors. Outside of his advisory role, he is a board member of Compass Community Credit Union and owns a junior drag racing team, Williamson Racing. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing over $14 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 and third-party platforms.

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.

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.