Laura Fleites Rodriguez is a CFP®-certified financial advisor with four years of industry experience, currently with Hilltop Securities Inc. in Plano, TX. She has previously worked at Munn Gray & Associates and Raymond James Financial Services, Inc. Hilltop Securities serves a diverse client base including individual, high-net-worth, and institutional clients, offering a range of advisory and brokerage services on an open-architecture platform that combines third-party and firm-sponsored investment strategies.

Travis Doyle is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at USAA Life Insurance Company and USAA financial planning services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public, delivering a Retirement Income Strategy Report and referring clients to Charles Schwab for investment products and account services.

Charles Bingham is a CFP® with 21 years of industry experience, currently serving as an advisor at Sunbelt Securities, Inc. since 2010. He holds the Series 66 designation and has been involved in fixed life insurance sales on a limited basis outside of his advisory role. Sunbelt Securities manages approximately $2.0 billion across a diverse client base including individual investors, charitable organizations, and corporate clients, offering portfolio management, financial planning, and access to third-party money managers through a network of independent advisory representatives.

Jennifer Klein is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, holding a Series 65 designation with 17 years of industry experience. She has been with Cain, Watters & Associates since 2017 and previously worked at Barre3 PLANO from 2016 to 2019. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to individuals, trustees, and plan sponsors, with a specialized focus on dental healthcare professionals. The firm offers a range of solutions including discretionary and non-discretionary account management, ERISA plan advisory, and donor-advised fund management, supported by affiliations with a bank and related financial entities.

Kaitlin Mitchell is a Series 65-licensed financial advisor with Cain, Watters & Associates, LLC in Frisco, TX, where she has worked since 2011. She has 10 years of industry experience. Cain, Watters & Associates provides financial planning, retirement planning, and investment management to individuals, trustees, and plan sponsors, with a particular focus on dental healthcare professionals. The firm offers both discretionary and non-discretionary solutions across multiple platforms and includes specialized services for practice transition and dental service organization matters.

James Mars is a CFP® with 39 years of industry experience, currently serving at Balefire, LLC. He has held positions at Purshe Kaplan Sterling Investments and LPL Financial LLC, and is the CEO of Fuse Partners, LLC dba VisionPoint Advisory Group. Outside of his advisory work, he is involved in the sale of fixed and traditional insurance products and manages a personal LLC for business-related expenses. Balefire, LLC serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities, providing discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment approach centered on an Investment Committee that develops model portfolios using a core-plus-tactical philosophy and licensed third-party research.

Colton Shields is a CFP® and holds a Series 66 license with three years of industry experience. He is currently affiliated with Geneos Wealth Management, Inc. and Professional Wealth Management Group. His background includes work at both firms since 2021. Outside of advisory work, he is an independent representative with various insurance carriers for fixed insurance sales. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services with an investment process that includes continuous account monitoring, discretionary trading, and a range of analytic approaches and strategies.

Luke Tolson is a financial advisor at Prospera Financial Services, Inc. with 13 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Tolson provides accounting and business consulting services for DOT Compliance Group. 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 about 207 advisors, offering investment advisory and financial planning services via multiple platforms and customizable portfolio management options.

Charles Loretto is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 designation and 18 years of industry experience. He has been with Cain, Watters & Associates, P.L.L.C. since 2001. Mr. Loretto has a minority ownership interest in Tectonic Financial, Inc., a publicly traded company with financial industry affiliates, and holds ownership interests in entities related to client business services at Cain, Watters & Associates. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management 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 donor-advised fund services, utilizing multiple investment programs including pooled collective investment funds and unified managed accounts, with a significant portion of assets managed on a non-discretionary basis.

Victor Sanchez is a financial advisor at Verity Asset Management with one year of industry experience. He holds a Series 65 designation and previously worked for Albuquerque Public Schools for 16 years. Outside of his advisory role, he is involved with a nonprofit organization, Behind The Flag, Inc., where he serves as a board member and helps organize training and fundraising events. Verity Asset Management is an SEC-registered firm providing discretionary portfolio management, retirement-plan advisory, and financial planning services to individual, corporate, and institutional clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party manager models.

Charles Mays is a financial advisor with Mariner Independent in Plano, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Mays Wealth Management Group LLC since 2020, serving as managing partner and providing investment advisory services through Mariner Platform Solutions. His prior experience includes roles at Sloan Investment Management and Smith Anglin Financial, LLC. Mariner Independent offers investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm combines independent adviser expertise with model portfolios, third-party managers, and institutional resources, supporting both discretionary management and retirement plan services.

Charles Elhoff Jr. is a CFP® and ChFC® with 52 years of experience in the financial services industry. He is currently affiliated with Great Valley Advisor Group, LLC and has previous experience at Good Life Advisors, LLC, LPL Financial, and Level Four Advisory Services, LLC. Elhoff also serves as a FINRA arbitrator and is a licensed life insurance counselor and agent. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, combining in-house strategies with third-party managers and platforms to tailor portfolios to client objectives.

Juan Rosas is a financial advisor at Ally Invest Advisors with seven years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Ally Invest Advisors, Rosas worked at TD Ameritrade and Ally Invest Securities. Outside of his advisory role, he owns Rosas Construction, a construction and remodeling business. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm uses ETF-based model portfolios across five risk tiers and offers automated as well as advisor-delivered personal investment advice.

Clinton Barnes is a financial advisor with BOK Financial Securities, Inc. in Plano, Texas, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. His prior roles include positions at Bokf, NA and Liberty Capital Bank, as well as experience with Fuel Motorcars LLC and Allstate Insurance and Financial. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, institutions, and municipalities, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program alongside financial planning and consulting services. The firm combines in-house investment research and asset allocation with advisor-led client interaction within a framework that integrates its roles as an SEC-registered investment adviser, broker-dealer, and municipal advisor.

Travis Martin is a financial advisor at Geneos Wealth Management, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Martin also operates Weaver, Ware & Martin Wealth Management and Advisory Services and serves as an independent representative for fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser that provides financial planning, portfolio management, and referrals to third-party money managers for a diverse client base including individuals, trusts, estates, and institutions. The firm utilizes a blend of fundamental and technical analysis with various investment strategies to deliver customized or model-based portfolio solutions.

Kyle Blair is a financial advisor with Prospera Financial Services, Inc. in Grapevine, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Charles Schwab & Co., Inc., Mr Cooper, Caliber Home Loans, and Quicken Loans. Prospera Financial Services, Inc. is a multi-team adviser and dually registered broker-dealer managing approximately $12.4 billion across about 207 advisors in 140 offices. The firm serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning through various platforms and customizable portfolio strategies.

Imrana Begg is a financial advisor with Global View Capital Management LLC, holding a Series 65 designation and two years of industry experience. She has worked with Global View Capital Advisors, Sublime Financial LLC, and has experience as a self-employed event planner. Outside of advising, she is a licensed insurance agent marketing and selling life insurance products, including fixed and indexed annuities. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, rules-based investment approach using algorithmic research and offers a range of managed account solutions including SMAs, mutual funds, ETFs, and a low-cost ETF-only option.

Giovanni Flores is a financial advisor at Geneos Wealth Management, Inc. with six years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, he operates as an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and customizable portfolio options.

James Taylor is a financial advisor at Inspire Advisors, LLC in Frisco, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Retirement Planners of America and AMC Wealth Management. Taylor is also an independent licensed life insurance agent. Inspire Advisors is a multi-advisor registered investment adviser managing over $1 billion for individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary scoring and screening tools and employs a mix of quantitative and fundamental strategies, often implementing portfolios through model allocations and proprietary ETFs.

Jeremy Witbeck is a CFP®, CFA®, and Series 65-registered financial advisor at RWA Wealth Partners with 13 years of industry experience. He previously worked at Adviser Investments, LLC and Polaris Greystone Financial Group, LLC. In addition to his advisory career, he serves as an adjunct lecturer at California Lutheran University, teaching graduate-level financial planning courses. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored plans. The firm emphasizes strategic asset allocation and uses an open-architecture platform combining mutual funds, ETFs, separate accounts, and private pooled vehicles, supported by customized fixed income management and a mix of fundamental and quantitative strategies.