Robert Thorndike Jr. is a financial advisor with Prospera Financial Services, Inc. based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Since 2010, he has been with Prospera Financial Services. Thorndike serves on the board of the 31 Heroes Project. Prospera Financial Services is a multi-team firm managing approximately $12.4 billion across 207 advisors in about 140 offices. The firm serves individuals, high-net-worth clients, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through various platforms and customizable portfolio management options.

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.

Mark Connell is a financial advisor with Regal Investment Advisors LLC in Grapevine, TX, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Aion Retirement, ProVision, PAGA, LLC, and Gateway Church. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers, serving their individual, high-net-worth, and corporate clients through a sub-advisory platform managing approximately $2.88 billion across proprietary and third-party strategies.

Jacinta Thompson is a financial advisor with Balefire, LLC in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior work includes roles at Integrity Alliance, Lion Street Financial, Purshe Kaplan Sterling Investments, and LPL Financial LLC. She also serves as Vice President of Retirement Solutions at Fuse Partners, LLC, where she consults clients on retirement plans. Balefire serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, trusts, and business entities, providing discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm utilizes a team-based investment process with an Investment Committee that develops model portfolios using a core-plus-tactical approach and licensed third-party research.

William Harrigan is a Series 65-licensed financial advisor with Cain, Watters & Associates, LLC, based in Frisco, TX. He has 21 years of industry experience and has been with Cain, Watters & Associates since 2006. Cain, Watters & Associates 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 donor-advised fund services through Schwab Charitable.

Toni Lee is a financial advisor at Cain, Watters & Associates, LLC with 22 years of industry experience. She holds the PFS™ designation and Series 65 license and has been with Cain, Watters & Associates since 2008. Ms. Lee has a minority ownership interest in Tectonic Financial, Inc., a publicly traded company with several financial industry affiliates, and also holds ownership stakes in three entities related to Cain, Watters & Associates that provide business-specific services for clients. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management primarily to dental healthcare professionals, individual investors, and pension or profit-sharing plan sponsors. The firm combines multiple investment programs with CPA and tax services and maintains a formal affiliation with a banking institution and related entities.

Brian Schmidt is a CFP® professional with 27 years of industry experience, currently affiliated with Avantax Planning Partners, Inc. He has held various roles within Avantax and associated entities since 2014 and is also connected to multiple Cetera-affiliated firms since 2024. Based in Dallas, TX, Schmidt holds Series 63 and Series 66 licenses as well. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets as of December 2025. Its investment approach includes firm-designed style allocation models overseen by an advisory committee, tax-intelligent strategies, and discretionary account management with periodic rebalancing.

John Vaclavik is a CFP® professional with six years of industry experience. He currently works at Quotient Wealth Partners, LLC and has prior experience at Merrill, Bank of America, and Oak Harvest Financial Group. Outside of advising, he is an insurance agent with Oak Harvest Insurance Services, LLC. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans by providing financial planning, consulting, and investment management. The firm uses diversified portfolios with low-cost ETFs, stocks, bonds, mutual funds, options, and alternative investments, applying tax-aware strategies and utilizing multiple custodians and third-party platforms for portfolio implementation and monitoring.

Michael Manna is a CFP® professional with 11 years of industry experience, currently affiliated with BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. in Plano, TX. He serves as a board member on the finance committee of the Legacy Family Court Foundation, a nonprofit focused on addiction rehabilitation and family reunification. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program alongside financial planning and consulting services. The firm employs a combination of advisor-led client contact and in-house strategic investment research to tailor asset allocations based on client objectives.

Nicolas Boda is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 credential and beginning his advisory career in 2024. Prior to joining Cain, Watters, he worked at KPMG from 2022 to 2024 and has experience with Baylor University and Marcus High School. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, individuals, trustees, and plan sponsors. The firm employs both discretionary and non-discretionary solutions across multiple investment platforms and offers specialized services including ERISA plan advisory and practice transition support for dentists.

Michael Goolsby II is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 65 credential and beginning his advisory career in 2026. Prior to joining Mutual of Omaha Investor Services, he has experience in general contracting and various roles in the service industry. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs primarily through a platform relationship with Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Patrick Strodtman is a CFP® with 10 years of industry experience, currently an advisor at RFG Advisory, LLC since 2025. His prior roles include positions at Edelman Financial Engines, Gwfs Equities (Empower Retirement), and Fidelity Brokerage Services. He is also the founder and owner of Strodtman Wealth Management, an independent advisory and insurance practice. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutions. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party and proprietary strategies, managing assets using a combination of active and passive models with a focus on risk management and tax efficiency.

Tim Edwards is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding a Series 63 license and 39 years of industry experience. He has been with Prospera since 2000 and also owns PSE Wealth Management and Prospera Life & Annuity, Inc., through which he provides financial planning and insurance services. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across about 207 advisors and offers a range of investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

Britton London II is a financial advisor with Navy Federal Investment Services, LLC in Coppell, TX. He holds a Series 66 designation and has approximately one year of industry experience, with prior roles at MML Investors Services LLC, Mass Mutual Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance Company. Outside of the financial sector, he is also employed by DoorDash. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm employs third-party portfolio managers on the Envestnet platform and offers model-driven asset allocation, account monitoring, rebalancing, and unified managed account options.

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.

Dax Williamson is a financial advisor at Prospera Financial Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Prospera since 2008. Outside of his advisory role, Mr. Williamson serves as a board member of Compass Community Credit Union and owns Williamson Racing, a junior drag racing team competing on the West Coast. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion across 207 advisors in about 140 offices. The firm serves individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

Collin Mc Avoy is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Level Four Advisory Services and its affiliates, where he has worked since 2026. Prior to this, he held roles at Texas Capital Bank and related entities from 2023 to 2026, and previously worked at Invesco and Oppenheimer Funds Inc. Mc Avoy also has experience as an assistant trader at Texas Capital Bank. Level Four Advisory Services is an SEC-registered advisory firm managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and governmental entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, implementing client strategies through model portfolios and a combination of in-house and third-party investment platforms.

Garry Scheufler is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior work includes ten years at Bank of America and Merrill. He mentors students in the Baylor University Professional Sales Program. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets under management, employing a long-term, customized investment approach across various asset classes.

Jeffrey Carroll is a financial advisor with Advisor Resource Council, holding a Series 63 designation and 34 years of industry experience. His prior work includes 11 years at Robert W. Baird and over a year at LPL Financial LLC. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and businesses by providing asset management, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs a combination of artificial intelligence tools and fundamental analysis through its AIQ model portfolios and separately managed account strategies, tailored to different account sizes and client needs.