Lucille Satterwhite is a CFP® with seven years of industry experience, currently serving as a financial advisor at CX Institutional, LLC. Her prior experience includes roles at CD Wealth Management, Morgan Stanley, Fidelity Brokerage Services, and the Baptist Church Loan Corporation. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform. The firm employs a combination of fundamental, quantitative, technical, and cyclical analysis to manage diversified portfolios that include equities, fixed income, ETFs, structured products, and private investment funds.

John Stephens is a financial advisor at Royal Fund Management, LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has managed his own CPA firm since 2000. Outside of advising, Stephens is involved in several business ventures including serving as CEO of Lag Box, LLC, a product manufacturing company, and president of ZComp, LLC, which provides payroll services. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with portfolio management, financial planning, and pension consulting services. The firm employs a range of investment strategies supported by fundamental, technical, and cyclical analysis, and offers specialized options such as non-traded REITs and an options-writing overlay for enrolled clients.

Sarah Pais is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. She has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2016 and also maintains a role with LPL Financial, LLC since 2015. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies that integrate artificial intelligence with fundamental analysis across various asset classes and provides both discretionary and nondiscretionary portfolio management options.

Bradley Blasingame is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 designation and 19 years of industry experience. He has been with Cain, Watters & Associates since 2006. Outside of his advisory role, he owns a separate business that prepares tax returns for non-firm clients. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension plan sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Grant Brown is a CFP® professional with 17 years of industry experience. He has worked at Advisor Resource Council since 2016 and previously operated Rlbrown Financial, Inc. from 2011 to 2016. Brown also maintains a longstanding affiliation with LPL Financial. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting. The firm utilizes actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across a range of portfolio options.

Kayla Smiley is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding a Series 66 designation and 17 years of industry experience. She has worked with BOK Financial Private Wealth, Inc. and BOK Financial Securities, Inc. since 2011. BOK Financial Advisors serves a diverse client base including 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.

Peter Froggatt is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Edward Jones and Right Decision Regulatory Consulting LLC. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients by providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting services. The firm combines quantitative and qualitative investment research with advisor-led client interactions.

Michael Bernier is a financial advisor with Balefire, LLC in Dallas, TX, holding a Series 65 license and four years of industry experience. His prior experience includes roles at VisionPoint Advisory Group LLC, Merrill, and Bank of America N.A. He is also involved as a financial wellness coach through Fuse Partners LLC. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities, offering discretionary asset management and comprehensive financial planning with a core-and-tactical investment approach overseen by an Investment Committee.

Oluseun Ekunwe is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked in various capacities within the USAA organization since 2014, including roles at USAA Financial Planning Services and USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public. The firm supports retirement planning through its Retirement Income Strategy Report and refers clients to Charles Schwab for investment products, operating primarily as a referral and retirement-advice intermediary rather than a portfolio manager.

James Priebe is a financial advisor at CX Institutional, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments. 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 incorporating fundamental, quantitative, and technical analysis across various asset classes and offers specialized strategies including artificial intelligence, blockchain, and electric vehicle portfolios.

Ashley Winters is a financial advisor at Financial Gravity Family Office Services, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at Forta Financial Group, Inc., Eckhoff Wealth Management, and Eqis Capital Management, Inc. Winters is also licensed to sell life and accident insurance products through an affiliated entity, dedicating a portion of her time to these activities. Financial Gravity Family Office Services, LLC provides comprehensive financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a multi-strategy investment approach, including fundamental, technical, and cyclical analysis, and frequently utilizes third-party sub-advisors and model portfolios while maintaining ongoing client oversight.

John Paul Johnson is a financial advisor at Triad Wealth Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at ZRJ and GWN Securities Inc. since 2014 and 2012, respectively. Outside of advising, he is the managing partner of Paramount Wealth Group, which focuses on tax-related services, and runs a Medicare sales agency serving retired and active teachers. Triad Wealth Partners serves individual and institutional clients through a network of independent advisors and a turnkey asset management platform. The firm combines strategic asset allocation with both proprietary and third-party models to provide discretionary portfolio management, financial planning, and consulting services.

Max Jaffe is a financial advisor at Retirement Planners of America with nine years of industry experience. He holds a Series 65 designation and has worked at firms including MMWKM Advisors, LLC and Sullivan Financial Partners. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program, serving individuals, high-net-worth clients, and retirement plan participants. The firm employs an “Invest and Protect” approach focused on capital preservation and tactical rebalancing using model portfolios composed largely of ETFs and mutual funds.

William Thomas is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at LPL Financial, LLC since 2002 and joined Advisor Resource Council in 2024. Outside of his advisory roles, he is involved with Sulphur Bend Land Partners, focusing on tax preparation and accounting. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and consulting services. The firm employs actively managed strategies that combine artificial intelligence tools with fundamental analysis across various portfolio types, including equities, fixed income, alternatives, and options-based techniques.

Kristen Smith is a CFP® professional with six years of industry experience. She is currently with Compound Planning, Inc., where she has worked since 2024. Her prior experience includes roles at Empower Advisory Group, Personal Capital Advisors, and Resource Consulting Group, Inc. Compound Planning, Inc. serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and institutional advisory services. The firm employs a risk-based investment approach utilizing fundamental, technical, and modern portfolio theory, with offerings that include low-cost ETFs, direct indexing, and alternative strategies supported by third-party sub-advisors and technology partnerships.

Trevor Staubach is a financial advisor at Retirement Planners of America with a Series 65 designation and three years of industry experience. His prior roles include positions at Texas Heritage National Bank, PNC, BBVA, Breezeway Veterinary Care, and GameStop. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee investment program. The firm emphasizes capital preservation and tactical rebalancing using model portfolios and a mathematically based long-term market signal while maintaining discretionary trading authority.

Jonathan Perry is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, holding a Series 65 designation and with five years of industry experience. Prior to joining Cain, Watters & Associates in 2020, he worked at PricewaterhouseCoopers for four years. Cain, Watters & Associates, LLC provides financial planning, retirement planning, and investment management services primarily to individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers comprehensive financial planning and specialized retirement plan advisory, utilizing both discretionary and non-discretionary solutions across multiple investment platforms.

Bryant Hayes is a financial advisor at Thrivent Advisor Network, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Thrivent Investment Management, Inc., Purshe Kaplan Sterling Investments, Inc., and LPL Financial. Hayes is also a Senior Trade Support Specialist at Thrivent Advisor Network, LLC, where he processes trades and addresses trade-related issues. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm focuses on long-term investment strategies using customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, while offering access to independent managers and a range of implementation options.

Daniel Mcguire is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Retirement Planners of America and has previously worked at MMWKM Advisors, LLC, Quadcap Wealth Management, LLC, and BKD Wealth Advisors. He is also an Independent Insurance Agent. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee investment program. The firm emphasizes capital preservation and tactical rebalancing using model portfolios consisting mainly of ETFs and mutual funds, supported by a mathematically based long-term market signal.

Abigail Casady is a CFP® with seven years of industry experience, currently serving as a financial advisor at EverSource Wealth Advisors, LLC. She previously worked at Buckingham Asset Management and Carolina Creek Christian Camps. EverSource Wealth Advisors serves individual and institutional clients, offering wealth management, financial planning, and investment advisory services through a national network of representatives. The firm provides multiple investment programs and operates private market platforms, delivering services to a diverse range of clients including RIAs, families, and charitable foundations.