Patrick Strodtman is a CFP® with 10 years of industry experience, currently an advisor at RFG Advisory, LLC since 2025. His prior roles include positions at Edelman Financial Engines, Gwfs Equities (Empower Retirement), and Fidelity Brokerage Services. He is also the founder and owner of Strodtman Wealth Management, an independent advisory and insurance practice. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutions. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party and proprietary strategies, managing assets using a combination of active and passive models with a focus on risk management and tax efficiency.

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.

Britton London II is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and beginning his industry career in 2026. His prior work experience includes roles at MML Investors Services LLC, Mass Mutual Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance Company. Outside of finance, he has been employed by DoorDash and Lowe's Retail Company. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients, offering portfolio management, financial planning, and retirement-plan fiduciary services primarily through managed advisory programs with third-party portfolio managers. The firm combines advisory and broker-dealer roles affiliated with a banking and credit-union group, providing clients with both advisory and commission-based options.

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.

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® with 12 years of industry experience, currently serving as a financial advisor at Quotient Wealth Partners, LLC. His prior experience includes roles at Goldman Sachs Personal Financial Management, Morgan Stanley, and other firms. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm provides financial planning, consulting, and wealth management services, using tailored investment programs that incorporate ETFs, mutual funds, individual securities, and third-party managers.

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, with 42 years of industry experience. She has been with Prospera since 2005 and previously worked at LPL Financial and Morgan Stanley DW Inc. She holds the Series 63 and Series 65 licenses. 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 other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

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 19 years of industry experience. His prior experience includes roles at J.P. Morgan Securities, Chase Investment Services Corp., and Edward Jones. He has been with Prospera since 2015. 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 and portfolio management through multiple advisory programs and platforms.

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.

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.

Tristan Bishop is a CFP® professional with 2 years of industry experience, currently serving at Grimes & Company. His prior roles include positions at Lido Advisors, Third Act Wealth Management, and Lifeway Financial Corporation. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individual and institutional clients such as trusts, estates, and government entities. The firm employs customized investment strategies supported by proprietary research and portfolio management systems, with a range of investment vehicles and approaches tailored to client needs.

James Hines is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 20 years of industry experience. He has held positions at Prospera since 2011, following roles at Chase Investment Services Corp. and Wamu Investments, Inc. Outside of his advisory work, Mr. Hines serves as Treasurer of Trail Life Troop 22 and volunteers with Beat Creek Bible Church Evergreen Ministry. 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 platforms.

Charles Seigler Jr. is a CFP® with 21 years of industry experience, currently serving clients at Prospera Financial Services, Inc. since 2016. Prior to joining Prospera, he worked at Capital Guardian Wealth Management, LLC for eight years and Mass Mutual Investors Services for two years. 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 platforms and programs.

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.

Curtis Stephens is a financial advisor at Coppell Advisory Solutions LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Peak Brokerage Services, Capital Advisor Network, and Center Street Securities. Outside of his advisory role, he serves as a board member for Madison County in Edwardsville, IL. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, offers discretionary portfolio management and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm uses an open-architecture investment platform with internally developed and third-party asset allocation models, employing a wide range of investment tools and continuous portfolio monitoring.