Casey Waits is a financial advisor at Prospera Financial Services, Inc. with 31 years of industry experience. He has been with Prospera since 2000. Outside of his advisory role, he serves as Treasurer for a nonprofit organization supporting the Frisco Mayor, with no involvement in financial control or compensation. 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 platforms.

Ari Baum is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 credentials with 25 years of industry experience. He has been with Prospera Financial Services since 2014. Outside of his advisory role, Baum serves on the finance committee of Magen David Yeshiva, is a board member and treasurer for the Council of Jewish Organizations of Flatbush, and coaches track and field at Yeshiva of Flatbush High School. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in 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 platforms.

Jonas Roos is a CFP® with 20 years of industry experience, currently serving as an advisor at Capital Investment Advisors, LLC. Prior to joining Capital Investment Advisors, he spent 14 years with Guidestone Advisors and Guidestone Financial Resources. Outside of his advisory role, he holds a 50% ownership interest in Tricia Roos Consulting LLC, an education consulting business, though he does not actively participate in its operations. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management through a structured, ETF-based portfolio approach, with specialized services including family-office style support, pension consulting, executive compensation analysis, and access to private investments.

Gavin Pucciarello is a financial advisor at Apollon Wealth Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax and 1st Global Advisors before joining Apollon in 2025. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting, employing a combination of centrally managed models and locally managed portfolios.

Mark Oswald is a financial advisor with Balefire, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at B/D Compliance Associates, Bridge Capital Associates, AEGIS Financial, and H. Beck, Inc. Outside of advisory work, he serves as a board member of Ozzie's Pitch-22 Foundation, a charitable organization that provides scholarships. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities with discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm uses a team-based investment process featuring core-plus-tactical model portfolios and licensed third-party research to tailor client relationships by risk profile and goals.

Carolyn Smith is a financial advisor with ValMark Advisers, Inc. She holds a Series 66 designation and has 21 years of industry experience. Her prior roles include positions at Lion Street Advisors and Kestra Financial Services. Outside of her advisory work, she is a senior partner at C3 Financial Partners, where she is involved in the sales and service of life, disability, and long-term care insurance. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing a range of proprietary and third-party platforms and investment products.

John Dix Jr. is a financial advisor at Arax Advisory Partners with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Wells Fargo Clearing, and U.S. Capital Wealth Advisors. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm utilizes a fiduciary approach with a mix of in-house portfolio teams, independent managers, and alternative investments, supported by AI tools and third-party analytics.

Mark Gehlbach is a financial advisor at True North Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with True North Advisors since 2000. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions by providing comprehensive financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach with a focus on value-oriented strategies and organizes portfolios across four Functional Asset Classes: Equities, Fixed Income, Diversifiers, and Private Investments.

Philip Kistler is a CFA® charterholder with 15 years of industry experience, currently serving at Turtle Creek Trust in Dallas, TX. He has been with Turtle Creek Management since 2006, totaling 20 years at the affiliated firm. Turtle Creek Trust provides investment management and separately managed account services to individuals, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes fundamental analysis across equity, fixed income, and balanced strategies and manages most assets on a non-discretionary basis.

Jordan Schwartz is a financial advisor with Strategic Wealth Investment Group, LLC in Louisville, KY, holding a Series 65 designation and 10 years of industry experience. He is the owner of Jean and Jordan, LLC, a virtual success coaching company, and maintains a blog targeted at millennials. His prior experience includes roles at Bass Realty and operating independent leasing and consulting businesses. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop tailored investment plans, which are typically managed on a discretionary basis and may include allocations to private placements and externally managed vehicles.

Angela Tacco is a financial advisor with Level Four Advisory Services in Fort Worth, TX, holding a Series 66 designation and 15 years of industry experience. She previously worked at Edward Jones from 2010 to 2019 before joining Level Four Financial, LLC, and Level Four Advisory Services. Outside of her advisory role, she volunteers as a retirement planning educational seminar facilitator with AARP and serves as an instructor at Tarrant County Community College and Texas Christian University. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and 13,865 client relationships. The firm serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing fee-only financial planning, asset management, and retirement plan advisory services.

Timothy Thurston is a financial advisor with Accelerate Retirement, holding Series 63 and 65 credentials and bringing 22 years of industry experience. His prior roles include positions at NFP Retirement, LPL Financial, Visionpoint Advisory Group, Hub International, IPS Advisors, and MSI Financial Services. Outside of his advisory work, he serves as a Minister of Music at Community North Baptist Church in McKinney, Texas. Accelerate Retirement serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm uses a primarily long-term allocation approach with customized portfolios and offers various fiduciary and advisory services for retirement plan sponsors.

Paul Benge is a financial advisor with Advisor Resource Council based in Dallas, TX, holding Series 63 and Series 65 licenses and totaling 40 years of industry experience. His career includes roles at LPL Financial, Wells Fargo Clearing, and Citigroup Global Markets. He operates a registered investment advisory business under the DBA Benge Financial within Advisor Resource Council. 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 integrates artificial intelligence with fundamental analysis to offer model and separately managed account strategies under its AIQ platform, supplemented by third-party advisory programs and custom solutions.

Christopher Wigington is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Manarin Investment Counsel Ltd, and Securities America Advisors, Inc. He has been with Prospera Financial Services since 2014. 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 businesses, offering financial planning, portfolio management, and access to multiple advisory platforms.

Allan Peiser is a financial advisor at Prosperity - An EisnerAmper Company with 25 years of industry experience and holds a Series 66 designation. He has worked at several firms, including EisnerAmper and Avantax Advisory Services, Inc., and is also a contract partner at Eisner Advisory Group LLC, advising clients on tax transactions. Peiser is involved in theater production as a passive investor in the "Dear Evan Hansen" tours. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in assets and focuses on asset allocation and diversification, utilizing third-party Independent Managers and technology platforms to support its services.

Justin Davis is a CFP® professional with 25 years of industry experience. He is currently with Ascentis Independent Advisors, LLC and has held prior roles at Peak Brokerage Services, LLC, Impact Financial Strategies, LLC, Raymond James Financial Services, Inc., Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Outside of his advisory work, Davis is the owner and CEO of Impact Financial Strategies, LLC and is involved in offering disability insurance. Ascentis Independent Advisors serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including discretionary management, third-party managers, and private direct investments, with portfolios actively monitored and rebalanced.

Richard Lee Jr. is a CFP® and CFA® with 38 years of industry experience. He has been with Lee Financial Corporation since 2010. He serves on the board of directors of Wynne/Jackson Inc., a real estate development firm, although he has not been active in this role for several years. Lee Financial Company, LLC provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based model focusing on tailored portfolios and also acts as investment adviser to private pooled investment vehicles.

Gilbert Herrick Jr. is a financial advisor at Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has been with Momentum Independent Network since 2003. Outside of his advisory role, he serves on the finance committee of Wilshire Baptist Church. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory services within the Hilltop group.

Marc Liberman is a financial advisor at Aegis Capital Corp. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Morgan Stanley, B. Riley Wealth Advisors, and Morgan Stanley Private Bank. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, with a notable emphasis on non-discretionary client relationships.

Jennifer Armstrong is a CFP® with 24 years of industry experience. She has been with Lee Financial Corporation since 1997. Lee Financial Company provides fee-only financial planning and discretionary and non-discretionary portfolio management to a range of clients including individuals, families, trusts, charitable organizations, and employer retirement plans. The firm operates with a team-based model centered on its WholeVision™ planning framework and manages both traditional portfolios and affiliated private partnerships.