Michael Reeves is a financial advisor at Strategic Wealth Investment Group, LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has worked at multiple firms including Carlson Financial and Innovative Health Insurance Design. Reeves is also active as an insurance agent, providing life insurance and fixed indexed annuity quotes. Strategic Wealth Investment Group offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, utilizing a combination of internally developed and third-party model portfolios. The firm employs diverse investment analysis techniques and may delegate trading while maintaining overall client suitability responsibility.

Cameron Neumann is a financial advisor at Level Four Advisory Services with two years of industry experience. He holds a Series 65 designation and has previously worked at Financial Life Advisors, Level Four Financial, and R.Q. Boothe and Associates. Outside of advisory work, he is involved in insurance-related activities. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion through 115 advisors. The firm serves a diverse client base, offering fee-only financial planning, asset management, and retirement plan advisory services, and utilizes model portfolios developed by an internal Investment Committee and affiliated or third-party sub-advisers.

Sara Fagot is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Investments, and Invest Financial Corporation. BOK Financial Advisors serves a diverse group of clients, including individuals, high-net-worth clients, corporations, and institutions, providing fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, as well as financial planning and consulting. The firm combines advisor-led client contact with investment research and asset allocation managed by its Strategic Investment Advisors.

Robert Tunnell is a CFP®-certified financial advisor with 20 years of industry experience. He is currently affiliated with Retirement Planners of America and has been associated with MMWKM Advisors, LLC since 2013. In addition to his advisory work, he operates as an independent insurance agent. Retirement Planners of America offers discretionary portfolio management and financial planning primarily through a wrap-fee investment program. The firm employs an “Invest and Protect” strategy focused on capital preservation and tactical rebalancing, utilizing model portfolios composed mainly of ETFs and mutual funds, along with a quantitative market signal to guide investment decisions.

Jacqelyn Brian is a financial advisor at Retirement Planners of America with a Series 65 designation and two years of industry experience. She previously worked at Fisher Investments for five years and has a background that includes roles at Dimaco LTD. and Ashford University. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program for individuals, high-net-worth clients, and retirement plan participants. The firm employs an "Invest and Protect" approach focused on capital preservation and tactical rebalancing, using model portfolios largely composed of ETFs and mutual funds.

Jim Sandell Jr. is a Series 66-licensed financial advisor with USAA Investment Services Company, bringing 18 years of industry experience. He has worked within various USAA entities since 2007, including roles at USAA Life Insurance Company and USAA Financial Planning Services. Outside of his advisory work, he is the owner of Sandell Capital, LLC. 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 a Retirement Income Strategy Report and facilitates referrals to third-party advisers rather than managing client assets directly.

Joseph D'amico II is a CFP® professional with 26 years of industry experience. He currently works at CX Institutional, LLC and has held roles at firms including Empower Financial Services, Personal Capital, Fidelity Brokerage Services, LPL Financial, and Ameriprise. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach incorporating fundamental, quantitative, and technical analysis across various asset classes, supplemented by third-party technology for consolidated reporting and tax-efficient asset location.

Terry Hastings is a financial advisor at Global View Capital Management LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Charles Schwab, Merrill, and NewBridge Securities Corporation. Outside of his advisory role, he also works as a driver for Uber. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC, and offers capabilities including discretionary management of held-away retirement assets.

Samuel Rodriguez is a CFP® with 22 years of industry experience, currently serving as an advisor at Advisor Resource Council since 2018. He has previously worked at firms including LPL Financial, J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting services. The firm combines artificial intelligence tools with traditional fundamental analysis and offers a range of investment strategies and custom solutions through a network of investment adviser representatives.

Charles Berry is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 registrations and with 21 years of industry experience. He has worked at Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2012, served at LPL Financial LLC since 2011, and previously at Edward Jones from 2007 to 2011. Advisor Resource Council is an SEC-registered advisory firm serving individuals, retirement plans, charitable organizations, and business entities. The firm integrates artificial intelligence with fundamental analysis to offer customized portfolio management and financial planning through a network of investment adviser representatives.

Stuart Waldenmaier is a financial advisor at Level Four Advisory Services with five years of industry experience. He holds a Series 65 designation and has previously worked at AE Wealth Management and TLC Advisory Group. Outside of advisory work, he serves as a class instructor for the nonprofit American Financial Education Alliance, providing educational workshops in Texas. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, multiple custodians, and both affiliated and unaffiliated sub-advisors.

Shawn Clagg is a financial advisor at Advisor Resource Council with two years of industry experience. He holds the Series 65 designation and maintains his own accounting firm, Shawn Clagg, CPA, PC, where he serves as president. He also works with Rob Hance Management PC in a management and accounting role. Advisor Resource Council is an SEC-registered firm that serves individuals, retirement plans, charitable organizations, and businesses by providing asset management, financial planning, and consulting services. The firm employs a blend of artificial intelligence and fundamental analysis through its AIQ platform and offers custom investment solutions, including option-based strategies, to meet diverse client needs.

Ross Morrow is a financial advisor at Quotient Wealth Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Howard Financial Services, LTD and The AYCO Company, L.P./Mercer Allied. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and wealth management services tailored to various client risk profiles. The firm employs diversified, factor-tilted investment strategies and utilizes technology for held-away account management.

Bobby Boyd is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining Prospera in 2007, he worked at Wells Fargo Investments and Morgan Stanley DW Inc. He also assists his wife with her internet sales business, Little Owl 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, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Laken Lewis is a financial advisor at CX Institutional, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments and Fidelity Investments. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that incorporates fundamental, quantitative, technical, and cyclical analysis across diverse asset classes, including equities, fixed income, ETFs, structured products, and private investment funds.

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 career includes roles at Accelerate Investment Advisors, LPL Financial, Massachusetts Mutual Life Insurance Company, and other firms. Outside of his advisory work, he serves as a varsity head baseball coach at Heritage Christian Academy in Rockwall, TX. Advisor Resource Council is an SEC-registered advisory firm that serves individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with fundamental analysis to offer a range of model and separately managed account strategies, alongside custom solutions such as option-based strategies, delivering services through a network of investment adviser representatives.

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.

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.

Jacqueline Sheahan is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked with several affiliates of BOK Financial since 2002, including BOK Financial Private Wealth, Inc. and BOK Financial Asset Management, Inc. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, municipalities, and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor contact with firm-provided investment research and tailored asset allocation.