Gerald Krager is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His career includes roles at TD Waterhouse Investor Services and Ameritrade Inc before joining Ally Invest Advisors in 2020. Ally Invest Advisors serves a broad retail client base with discretionary portfolio management through both automated web-based services and advisor-led advice. The firm employs model portfolios primarily constructed with ETFs and integrates automated algorithms with supervised monitoring, managing tens of thousands of client accounts at scale.

Timothy Isbell is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 designation and nine years of industry experience. Before joining Cain, Watters & Associates in 2017, he spent a year at the University of Alabama at Birmingham. Cain, Watters & Associates provides financial planning, retirement planning, and investment management primarily to individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers a range of services including ERISA plan advisory, pooled trust offerings, unified managed accounts, and donor-advised fund management, utilizing both discretionary and non-discretionary strategies.

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.

Jeffrey Carroll is a financial advisor at Advisor Resource Council with 34 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial LLC, Robert W. Baird, UBS Financial Services, and Wells Fargo Clearing. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with fundamental analysis to offer a range of model and separately managed account strategies, along with custom solutions tailored to client objectives.

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. His prior roles include positions at LPL Financial, Level Four Advisory Services, J.P. Morgan Securities, and Chase Investment Services Corp. He is also a licensed insurance agent involved in selling various insurance products. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies alongside custom solutions, supported by a network of investment adviser representatives providing portfolio management and financial planning services.

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 in Dallas, TX. He holds a Series 66 designation and has 19 years of industry experience, including prior roles at Edward Jones and LPL Financial. He has been with Advisor Resource Council since 2014. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting. The firm employs a blend of artificial intelligence tools and traditional fundamental analysis to manage client portfolios through various model and separately managed account strategies.

James Webb II is a financial advisor with Advisor Resource Council based in Dallas, TX. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior work includes nine years at Edward Jones before joining LPL Financial and Advisor Resource Council in 2016. Advisor Resource Council is an SEC-registered advisory firm serving individuals, retirement plans, charitable organizations, and businesses. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies, alongside custom solutions such as option-based strategies.

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 with 11 years of industry experience. He holds the CFP® and ChFC® designations, as well as the Series 66 license. Prior to joining SageSpring, he worked at Raymond James Financial Services. Outside of his advisory role, he serves as treasurer for Rhea's Mill Baptist Church, where he manages bookkeeping and financial reporting. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors. The firm offers customized portfolios using a range of investment vehicles and combines fundamental and technical analysis with periodic rebalancing, leveraging multi-team scale and institutional relationships alongside traditional wealth management services.

Joseph Giardano is a CFP® with 17 years of industry experience, currently advising clients at Prospera Financial Services, Inc. in Dallas, TX. His prior experience includes roles at Hilltop Securities, Cetera Advisor Networks, United Capital Financial Advisers, and Wells Fargo Clearing, among others. Prospera Financial Services, Inc. is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms.

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 affiliated with Grimes & Company and has two years of industry experience. Before joining Grimes & Company, he worked at Lido Advisors and Third Act Wealth Management, among other firms. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, and government entities. The firm builds customized investment strategies using proprietary research, various fund types, and both affiliated and unaffiliated private funds.

James Hines is a financial advisor with Prospera Financial Services, Inc. in Dallas, Texas, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Prospera since 2011, following earlier 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 at Beat Creek Bible Church Evergreen Ministry. Prospera Financial Services is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities through financial planning, portfolio management, and access to various 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.