John Bullman is a financial advisor at Balefire, LLC in Dallas, TX, holding the CFA® designation and Series 66 license with five years of industry experience. He previously worked at LGT Financial Advisors LLC for three years and spent fourteen years at Rosewood Management Corporation. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach overseen by an Investment Committee and offers discretionary portfolio management, comprehensive financial planning, and ERISA corporate solutions across a multi-advisor platform managing approximately $2 billion in assets.

John Allen Jr. is a financial advisor with Hilltop Securities Inc. in Plano, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at PNC Investments, BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., Compass Bank, and TD Ameritrade. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm offers a range of managed account programs through an open-architecture platform and features custody capabilities and co-advisory municipal bond strategies that distinguish its operational approach.

Pankaj Udeshi is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. His prior roles include positions at LPL Financial, Guardian Life Insurance, Park Avenue Securities, and Mass Mutual Investors Services. Advisor Resource Council is an SEC-registered adviser serving individuals—including high net worth clients—retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with traditional fundamental analysis to offer a range of model and separately managed account strategies, alongside customized investment solutions.

Steven Cain is a financial advisor at Cain, Watters & Associates, LLC with 26 years of industry experience. He holds a Series 65 credential and has been with the firm since 2008. Cain has minority ownership interests in Tectonic Financial, Inc., a publicly traded entity with several financial industry affiliates, as well as ownership stakes in three related service entities focused on client business referrals, all based within the firm’s Plano headquarters. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management primarily to dental healthcare professionals, individual investors, and pension plan sponsors. The firm combines multiple investment programs with accounting and tax services, operating a distinctive model through its affiliation with a banking institution and related financial entities.

Kathleen Gerhardt is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Prospera since 2008. Gerhardt has also been self-employed since 1994. 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.

Scott Barth is a financial advisor with Secure Asset Management, L.L.C., holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. for 12 years. Outside of his advisory role, Barth serves on the board of directors for Staton Oaks HOA and owns a holding company for St. Croix Cellars, a winery, which requires approximately five hours of weekly involvement. Secure Asset Management, L.L.C. serves individual clients ranging from non‑high-net-worth to high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analyses, often utilizing third-party money managers and trading signals, and manages held-away employer accounts through a third-party platform.

Francisco Sanchez is a financial advisor at Krilogy with eight years of industry experience. He holds a Series 65 credential and previously worked at Phlox Capital Management, LLC for seven years and at The University of Texas at Dallas for three years. Krilogy Financial serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning and consulting, corporate retirement plan consulting, family office services, and sub-advisory and separately managed account model delivery, using a long-term investment approach combined with tactical overlays and advisor-led risk profiling.

Brandi Holmes is a CFP® with 25 years of industry experience, currently with Advisory Services Network. She previously worked at Calton & Associates, Inc. and Fidelity, and has been associated with Anchor Private Planning since 2015. Holmes is also licensed as an insurance agent involved in the sale and service of insurance products. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of portfolio management, financial planning, and consulting services, employing strategies tailored to clients’ objectives and risk tolerances.

Tyler Kumar is a CFP® and holds a Series 66 license, currently working at Quotient Wealth Partners, LLC with six years of industry experience. His prior roles include positions at BIP Alliance, LLC, The Money Advisor Group, LLC, and The Vanguard Group, Inc. Outside of financial advising, he has experience working with Liquor Til' 9. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans across both non-high-net-worth and high-net-worth client segments. The firm provides financial planning, consulting, and discretionary and non-discretionary wealth and investment management, utilizing tailored investment programs that incorporate ETFs, mutual funds, individual securities, third-party managers, and tax-aware strategies.

Sally Jilek is a financial advisor with CX Institutional, LLC in Plano, TX, holding Series 65 and Series 63 credentials and 20 years of industry experience. Her prior roles include positions at BFS Advisory Group, LPL Insurance Associates, and Retirement Advisors of America/Allworth Financial. Outside of her advisory work, she operates Christy M Boutique in Dallas, TX. 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, utilizing fundamental, quantitative, and technical analysis across various asset classes and incorporates third-party technology to support consolidated reporting and tax-efficient asset location.

William Busch is a CFP® professional with 18 years of experience in the financial services industry. He is currently a managing director and founding partner at Americana Partners, LLC, where he has worked since 2019. His prior experience includes roles at Morgan Stanley, Purshe Kaplan Sterling Investments, and UBS Financial Services. Americana Partners provides financial planning, discretionary investment management, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios using a range of investment vehicles and third-party managers, and offers integrated family-office administrative services.

Nathan Mateer is a CFP®-certified financial advisor with six years of industry experience. He is currently with Advisor Resource Council and has previously worked at Generations Financial Management. Outside of advisory work, he is also a licensed life insurance agent for non-variable products. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with traditional fundamental analysis to offer a range of investment strategies and customized solutions through a network of investment adviser representatives.

James Mueller is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 designations and five years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Fidelity Investments. Mueller is involved with PSE Wealth Management, where he provides financial planning and investment-related services. Prospera Financial Services, Inc. is a multi-team 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 various advisory programs and platforms.

Natalie Chandler is a CFP® and Series 66-credentialed advisor with 22 years of industry experience. She currently works at Retirement Planners of America and has previously held positions at RFG Advisory LLC dba Trinity Private Wealth, MMWKM Advisors, Eagle Strategies (NY Life), and Goldman Sachs Wealth Services. In addition to her advisory role, she is an independent insurance agent. Retirement Planners of America serves individuals, high-net-worth clients, and retirement plan participants, primarily through discretionary portfolio management and financial planning within a wrap-fee investment program. The firm emphasizes capital preservation and tactical rebalancing using model portfolios and a mathematically based market signal while retaining discretion to trade outside that signal.

Kevin Marsh is a financial advisor with Calton & Associates, Inc. in Coppell, Texas, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Calton & Associates since 2013 and is also a partner at Bear Marsh, LLC, a holding company focused on purchasing financial institutions. Calton & Associates is a registered investment adviser, broker‑dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management, financial planning, and access to third-party money managers, employing a mix of analytical approaches and a variety of investment strategies.

Matthew Shores is a financial advisor with Merit Financial Advisors in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at multiple firms including PKS Investments, Stratos Wealth Partners, Lifestyle Planning Solutions, LPL Financial, and The Botsford Group. 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 strategy managed by internal and third-party teams, and offers various account options including discretionary and non-discretionary arrangements.

Daniel Anderson is a financial advisor at Mutual of Omaha Investor Services, Inc. with 10 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes roles at Mutual of Omaha Advisors, Anderson Family Wealth Management LLC, and Mutual of Omaha Insurance Company. Additionally, he has worked with the Texas Scottish Rite Hospital for Children and is also licensed as an insurance agent specializing in life, health, annuities, major medical, and property and casualty insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account programs. The firm operates through platform relationships with Envestnet and maintains a multidisciplinary structure alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Jennifer Gage is a financial advisor at Cain, Watters & Associates, LLC with 14 years of industry experience. She holds the Series 65 designation and has been with Cain, Watters & Associates since 2009. 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 sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and donor-advised fund services through Schwab Charitable.

Matthew Beaver is a financial advisor at Inspire Advisors, LLC with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at firms including Ameriprise Financial Services and Grit Wealth Management. Outside of advisory work, he serves as a business development manager for clients in the manufacturing sector through his role at Factur. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individual clients, institutions, charitable organizations, broker-dealers, and other advisers. The firm incorporates Biblically Responsible Investing using its proprietary Inspire Impact Score™ and employs a blend of fundamental, technical, and quantitative methods to build diversified portfolios.

Zane Harris is a financial advisor at Cain, Watters & Associates, LLC with nine years of industry experience. He holds a Series 65 designation and has been with the firm since 2015. 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.