Philippe Thomas is a financial advisor at USAA Investment Services Company with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, Merrill, and Northwestern Mutual. Thomas serves as a Sergeant and Aircraft Mechanic Supervisor with the U.S. Marine Corps Aviation Unit VMGR 234 in Fort Worth, Texas. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, offering Retirement Income Strategy Reports and facilitating referrals rather than managing client assets directly.

Alessandro Ugge is a financial advisor at BOK Financial Securities, Inc. with 13 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Bank of America, Merrill, and BBVA-related entities. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions such as municipalities and government agencies. The firm provides non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client contact with research and asset allocation from its Strategic Investment Advisors.

Curtis Ladd is a CFP® certificant with 40 years of industry experience. He is affiliated with Diversify Advisory Services, LLC and has prior experience at DFPG Investments, Inc. and First Financial Center of Dallas, where he is also involved in insurance sales. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management strategies and flexible fee arrangements.

Shahmeen Khan is a financial advisor at Meridian Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Southport Capital, Comerica Bank, and Wells Fargo. Meridian Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services using a network model that includes both employees and independent contractors.

Keaton Burke is a financial advisor at EverSource Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 credential and has worked previously at Oliver LaGore VanValin Investment Group, Inc. and CFG Advisors LLC. Outside of advising, he owns and manages two real estate holding companies where he oversees property management and cash flows. EverSource Wealth Advisors serves individual and institutional clients including families, estates, trusts, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services through multiple investment programs and a private markets platform, focusing on tailored client profiling and operational due diligence.

Matthew Huddleston is a financial advisor at Zacks Investment Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Retirement Solutions LLC and Fisher Investments. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, and institutional clients, while also serving as portfolio manager to mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across a variety of strategies and offers retail wealth management, alternative investments, and model portfolios.

Catherine Sagarsee is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding a Series 66 designation and two years of industry experience. She has worked across several roles within BOK Financial entities since 2021 and has prior experience at Chipotle and Benedictine College. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining proprietary research and model strategies, and benefits from its affiliation with a bank holding company and related investment entities.

Matthew Glinsky is a financial advisor at Zacks Investment Management, Inc. with 18 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Charles Schwab, Bank of America, Merrill, MTG Capital, and Robert Baird. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies that combine proprietary quantitative models with qualitative portfolio management. The firm sponsors wrap-fee programs, manages affiliated mutual funds and ETFs, and distributes strategies through multiple platforms.

Allie Jones 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 LLP for six years. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension or profit-sharing plan trustees and sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and manages donor-advised funds through Schwab Charitable.

Jamie Conlon is a CFP® and ChFC® professional with 11 years of experience in the financial services industry. He has worked at firms including John Hancock, Fidelity & Guaranty, and AIG Capital Services before joining Mutual of Omaha Investor Services, Inc. in 2026. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through Envestnet and uses Pershing as custodian, with advisors recommending model portfolios and serving as client contacts for third-party managers.

Jo Anna Dossman is a financial advisor at Retirement Planners of America with 20 years of industry experience. She holds the Series 66 designation and previously worked at firms including Concourse Financial Group Securities and AIG Capital Services. 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 focusing on capital preservation and tactical rebalancing using model portfolios and discretionary authority.

Jordan Roach is a financial advisor with Retirement Planners of America, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at MMWKM Advisors, Black Knight Wealth Management, Eagle Strategies, and New York Life. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants. The firm emphasizes capital preservation and tactical rebalancing through model portfolios, using a quantitatively based market signal while maintaining discretionary trading authority.

Laura Lamar is a financial advisor at Cain, Watters & Associates, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Ernst & Young LLP and Texas Security Bank. Laura also spent several years in full-time education prior to her advisory career. Cain, Watters & Associates, LLC provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, individuals, trustees, and plan sponsors. The firm offers comprehensive financial planning, ERISA plan advisory, pooled trust offerings, and managed account solutions, utilizing both discretionary and non-discretionary strategies supported by affiliated banking and accounting entities.

Lori Clem is a financial advisor at BFC Planning, Inc. with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Berthel Fisher & Company Financial Services, Inc., Williams Financial Group, and Northstar Securities, Inc. Outside of her advisory role, Clem is involved in several business ventures, including operating a pet care center and pet cemetery, serving on the board of the Weatherby Foundation, and participating in property development projects. BFC Planning, Inc. serves a diverse client base including individuals, corporations, trusts, and pension plans through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to various third-party managers, employing a range of investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

Ryan Mcenerney is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with The Oak Ridge Financial Services Group since 2014. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including high-net-worth households. The firm offers portfolio management, financial planning, and access to third-party managers and platform solutions.

Blaine Malcolm is a CFP® professional with 26 years of industry experience. He is currently with Merit Financial Advisors and has previously worked at firms including Purshe Kaplan Sterling Investments, Stratos Wealth Partners, LPL Financial, and Charles Schwab. Blaine is also a licensed insurance agent providing insurance advice in addition to financial planning. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach managed through centrally overseen model portfolios and utilizes both internal and third-party sub-advisers, supporting discretionary and non-discretionary accounts.

Eric Blake is a financial advisor at RFG Advisory, LLC with a Series 65 credential and one year of industry experience. Prior to joining RFG Advisory, he worked at LMW Tax Solutions, Doodash, and Starbucks. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm’s investment approach includes discretionary portfolio management using model strategies and third-party platforms, along with services like retirement plan consulting and access to alternative investments.

Chad Wood is a financial advisor at BOK Financial Securities, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities, LLC and TIAA-CREF. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with model strategies ranging from income-oriented to ESG-focused approaches.

Thomas Pace is a financial advisor with Retirement Planners of America in Plano, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with MMWKM Advisors, LLC for the past decade. He is also an independent insurance agent. 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 uses an “Invest and Protect” approach focused on capital preservation and tactical rebalancing, employing model portfolios largely composed of ETFs and mutual funds while maintaining discretionary trading authority.

Shaun Aguilar is a financial advisor with Trajan Wealth, L.L.C. in Frisco, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Trajan Wealth, he worked at Transamerica Financial Advisors, Inc. for five years and has a decade of experience with World Financial Group, Inc. He also acts as an insurance agent, dedicating part of his time to selling fixed indexed annuities. Trajan Wealth serves individuals and institutions including high-net-worth clients, trusts, and retirement plans, managing approximately $2.6 billion in assets. The firm employs a long-term, disciplined investment approach utilizing stocks, ETFs, and occasional mutual funds, with portfolios customized to clients’ specific needs and circumstances.