Jacob Hood is a financial advisor at United Capital Financial Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Keller Williams and Connor's Steak & Seafood. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management with asset-allocation models, offers portfolio customization for ESG and faith-based preferences, and supports clients with technology and reporting tools.

Brandon Day is a CFP® professional with over 22 years of experience in the financial services industry. He is affiliated with LPL Financial and has been associated with Advisor Resource Council since 2012. In addition to his advisory work, he teaches financial and retirement planning seminars at local colleges and has been involved as an associate producer for a production company. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Jonathan Williams is a financial advisor at Concurrent Investment Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as Treasurer on the board of a nonprofit organization. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets under management, employing a long-term approach with customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

Raymond Lancaster is a financial advisor at Ally Invest Advisors with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TIAA-CREF and New York Life. His other business activities include managing rental properties. Ally Invest Advisors serves a large retail client base with discretionary portfolio management through automated services and advisor-led guidance. The firm uses ETF-based model portfolios grounded in Modern Portfolio Theory and integrates digital tools for rebalancing, performance reporting, and tax-sensitive features.

Brian Fox is a financial advisor at Prospera Financial Services, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of advising, he is involved as a member of two LLCs engaged in residential and commercial real estate development and other non-investment related business activities. 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 through about 207 advisors and offers a range of investment advisory and financial planning services utilizing multiple platforms and customizable portfolio solutions.

Ather Naqi is a financial advisor with Ally Invest Advisors in Lewisville, TX, holding a Series 66 license and eight years of industry experience. He has worked at several firms, including USAA Investment Services Company, J.P. Morgan Securities, and First Command Advisory Services. Outside of his advisory role, Naqi umpires cricket games for the Dallas Cricket League and the North Texas Cricket Association. Ally Invest Advisors serves a large retail client base with discretionary portfolio management through automated and advisor-led services, utilizing primarily ETF-based model portfolios across multiple risk tiers. The firm integrates digital processes and provides detailed performance reporting while maintaining operational ties to its banking and brokerage parent.

Arthur Salmon is a financial advisor with BFC Planning, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with BFC Planning and Berthel Fisher & Company Financial Services since 2012. Outside of financial services, he is involved in an e-commerce business distributing automotive parts. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships with approximately $3.8 billion in assets under management and offers flexible fee arrangements and a variety of investment program structures through independent advisory representatives.

Bradley Weddle is a CFP® professional with 37 years of industry experience, currently serving at Advisor Resource Council since 2013. He has also been associated with LPL Financial since 2007. Outside of his advisory work, he teaches a retirement planning course through the Mesquite Independent School District Community Education program. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, and retirement plan consulting through a network of investment adviser representatives. The firm employs actively managed strategies that integrate artificial intelligence tools with fundamental analysis and offers both discretionary and nondiscretionary portfolio management options.

Joseph Lesnick is a financial advisor at BakerAvenue in Southlake, TX, holding Series 66 and Series 63 licenses with one year of industry experience. His prior roles include positions at Charles Schwab, Scroggins Advisory Strategies, and Wave Wealth Management. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth, and institutional clients, generally on a discretionary basis. The firm employs multiple investment strategies that integrate tactical allocation, quantitative analysis, and fundamental research, including recent expansions into digital asset advice and trust services.

Christina Broyles is a financial advisor at Capital Analysts with 11 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2015. Outside of her advisory role, she serves as an educational consultant and tutor for students with learning differences at Lakemere Learning. Capital Analysts serves individual and institutional clients, offering discretionary and non-discretionary portfolio management through a variety of programs and a proprietary fund screening process. The firm manages approximately $8.8 billion and operates with a network of several hundred advisors, maintaining affiliations with Lincoln Investment and Pershing/BNY.

William Campbell is a Series 65-licensed financial advisor with 18 years of industry experience. He has worked at IAMS Wealth Management, LLC since 2017 and has held a managerial role at Professional Insurance Elite since 2008, where he oversees accounting and recruiting personnel. Campbell previously owned and managed Clearview Retirement Group, which is currently a dormant entity. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives and risk tolerances, utilizing a range of investment vehicles and model portfolios.

Everett Franks is a financial advisor at Coppell Advisory Solutions LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at firms including Capital City Financial Partners and Integrated Advisors Network, LLC. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individual and institutional clients. The firm uses an open-architecture platform with internally developed and independent asset allocation models, employing both fundamental and technical analysis to implement tailored investment strategies.

David Richards is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at GIACT Systems, Charles Schwab, and Fidelity Brokerage Services. John Hancock Personal Financial Services provides financial planning and consultative services to a varied client base that includes individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted advice model delivering written financial plans and operates an Emergency Savings program without advisory fees.

David Sandhu is a financial advisor at EverSource Wealth Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has prior experience at Wise Wealth, LLC, Lockheed Martin, and Space Exploration Technologies. Outside of his advisory role, Sandhu is a managing member of Elle Properties, LLC, where he is involved in real estate activities. EverSource Wealth Advisors serves individual and high-net-worth investors, as well as institutional clients, offering wealth management, financial planning, portfolio management, and access to private markets. The firm supports other registered investment advisers with back-office and sub-advisory services and operates a range of investment programs, including firm-managed model portfolios and values-based options informed by a Judeo-Christian framework.

Rodney Jarrell is a CFP® with 11 years of industry experience, currently serving at Simplicity Wealth. He has held roles at Jarrell Tax Planning, which he owns, and has been an adjunct professor teaching MBA courses in accounting and finance at the University of Dallas since 2017. Jarrell is also an instructor for Certified Financial Planner education courses and owns Lakeview Financial Solutions, where he is involved in insurance services. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, along with independent managers, offering a managed account platform with discretionary authority over many portfolios.

Moises Ospina is a financial advisor at Avantax Planning Partners, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several affiliated firms, including Cetera Wealth Services and Avantax Insurance Services. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily operates through a network of CPA firms and registered advisor representatives and manages assets across a broad client base using firm-designed style allocation models and tax-intelligent strategies.

Jonathan Blumenthal is a financial advisor at Quotient Wealth Partners, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Goldman Sachs Personal Financial Management, Girard Securities, Mercer Allied Company, and Cetera Advisor Networks. Outside of his advisory role, he is co-owner of JBBR Ventures, a real estate organization based in Fort Worth, TX. Quotient Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and pension plans. The firm manages approximately $3.54 billion for about 1,900 clients through a team of 26 advisors, employing tailored, diversified portfolios that include ETFs, equities, fixed income, mutual funds, options, and alternative investments.

Laura English is a CFP® professional with 12 years of experience in the financial services industry. She is currently affiliated with Advisor Resource Council and has previously worked at firms including LPL Financial, 360 Wealth Planners, Lion Street Advisors, Southern Wealth Management, and M HOLDINGS SECURITIES. In addition to her advisory role, she is a commissioned notary in Texas. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, retirement plan consulting, and access to third-party money managers and LPL advisory programs. The firm employs actively managed strategies that integrate artificial intelligence tools with fundamental analysis across diverse asset classes and offers both discretionary and nondiscretionary portfolio management.

Angela Alexander is a financial advisor with Advisor Resource Council in Dallas, TX. She holds a Series 66 designation and has experience working at RPOA Advisors Inc and as a self-employed professional with the Alliance for Investor Protection. Her current tenure includes roles at LPL Financial and Advisor Resource Council since 2025. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and retirement consulting through a network of investment adviser representatives. The firm employs actively managed strategies that integrate artificial intelligence tools with traditional fundamental analysis, providing portfolio management options including equities, fixed income, alternatives, and options-based techniques.

Tracy Coffman is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at Cetera and its affiliates for ten years and currently operates Fusion Capital Management d/b/a Tracy Coffman Financial. Outside of her advisory work, she serves as a director for a business networking organization. Coppell Advisory Solutions LLC serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and corporate clients, providing discretionary portfolio management and financial planning through an open-architecture platform that includes a range of investment options. The firm employs tailored asset allocation models and both fundamental and technical analysis, with ongoing portfolio supervision and rebalancing.