Barry Guinn is a financial advisor with Arax Advisory Partners in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at U.S. Capital Wealth Advisors, LLC, and USCA Securities LLC. Outside of the financial industry, he is the sole owner and managing partner of 1-800-STRIPER, LLC, a pavement and parking lot striping business. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management with third-party models and external managers, offering a range of services including financial planning and retirement plan consulting.

Michael Campbell is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding a Series 63 designation with 45 years of industry experience. He has been with Hilltop Securities since 2009. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of portfolio management programs and fiduciary retirement-plan consulting through an open-architecture platform incorporating multiple adviser-managed and model-based investment solutions.

Kiley Bratton is a financial advisor at Cain, Watters & Associates, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at KPMG and Texas Christian University. Cain, Watters & Associates, LLC provides financial planning, retirement planning, and investment management primarily for individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers a range of services including ERISA plan advisory, pooled trust offerings, unified managed accounts, and donor-advised fund management, utilizing both discretionary and non-discretionary investment solutions across multiple platforms.

Colin Thomas is a financial advisor with BOK Financial Securities, Inc. He holds a Series 66 designation and recently began his advisory career in 2026. Prior to this, he spent nine years at Textron Aviation. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm provides non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, alongside financial planning and consulting.

Scott Heinila is a financial advisor with Axxcess Wealth Management, LLC, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His prior roles include positions at Center Street Securities, Retirement Investment Advisors Inc., and Western International Securities. He also serves as President of Prism Wealth Preservation and Insurance Solutions, LLC, and is a board member of Meals on Wheels Orange County. Axxcess Wealth Management provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, trusts, businesses, and governmental entities. The firm’s investment approach focuses on customized multi-asset portfolios using a range of internally managed and third-party investment options, supported by a formal platform for advisor collaboration and performance oversight.

Richard Pascuzzi is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with Prospera since 2000 and owns PSE Wealth Management and Prospera Life & Annuity, Inc., offering financial planning and insurance products. Prospera Financial Services is a multi-team firm with 271 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing financial planning, portfolio management, and access to various advisory programs through multiple platforms.

David Forbess is a financial advisor at Cain, Watters & Associates, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Cain, Watters & Associates since 2016. 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 provides donor-advised fund services through Schwab Charitable.

Paul Leeman is a financial advisor at Retirement Planners of America with eight years of industry experience and holds a Series 65 designation. He has worked at MMWKM Advisors, LLC since 2016 and has been affiliated with the University of Houston since 2014. Retirement Planners of America offers discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and retirement plan participants, primarily through a wrap-fee investment program. The firm emphasizes capital preservation and tactical rebalancing using model portfolios and a long-term market signal while maintaining discretionary trading authority.

Nicole Fahnestock is a financial advisor at Larson Financial Group, LLC with a Series 66 designation and one year of industry experience. Her prior roles include positions at Thrivent Financial, Thrivent Investment Management Inc, White Coat Student Loan Consulting, MassMutual, and the Association of American Medical Colleges. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs using both strategic and tactical approaches and offers various consulting and management services for individuals, trusts, corporations, nonprofits, and pension plans.

Charles Evans is a financial advisor at Prospera Financial Services, Inc. based in Dallas, TX, with 52 years of industry experience. He has held roles at Wells Fargo Clearing, RBC Capital Markets, and Morgan Stanley DW Inc. prior to joining Prospera in 2014. Evans holds a Series 63 designation. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individual clients, including high-net-worth individuals, as well as retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory platforms.

Janice Lasley is a Series 66-licensed financial advisor with 23 years of industry experience. She has been with Advisor Resource Council, also operating as 360 Wealth Management, LLC, since 2012 and concurrently affiliated with LPL Financial over the same period. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies using model portfolios and separately managed accounts that combine artificial intelligence tools with traditional fundamental analysis.

Gwendolyn Nale is a financial advisor with Retirement Planners of America and holds a Series 65 designation. She has four years of industry experience and previously worked in various legal roles, including positions at the Tarrant County Criminal District Attorney's Office and the Travis County Attorney's Office. Retirement Planners of America provides discretionary portfolio management and financial planning services primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee investment program. The firm employs an "Invest and Protect" approach focused on capital preservation and tactical rebalancing, using model portfolios composed mainly of ETFs and mutual funds.

Errin Greene is a financial advisor at USAA Investment Services Company with 12 years of industry experience. He previously worked at Charles Schwab & Co., Inc. and has roles within various USAA entities. Outside of finance, he owns DOAAM Productions, a video and film production business, and occasionally reviews television shows and movies. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers or advisers without managing client assets directly.

Robert Harty Jr. is a Series 66-credentialed financial advisor with 18 years of industry experience, currently with Hilltop Securities Inc. since 2012. He serves on the Board of Advisers for TPC Craig Ranch and participates in the TPC Craig Ranch Host Committee related to the Byron Nelson golf tournament. Additionally, he is a board member of the Ferndale Fishing Club, where he manages strategic planning and member relations. Hilltop Securities Inc. provides brokerage, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs and financial planning services through an open-architecture platform, with approximately $2.25 billion in assets under management.

Shai Spiegel Brown is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Quotient Wealth Partners in 2024, Brown worked at Genpro Inc and held positions outside the financial industry, including roles at FIZZ, Jack Daniels Motors, Rutgers University, and Emerson Jr Sr High School. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving a range of clients from non-high-net-worth to high-net-worth. The firm provides financial planning, consulting, and discretionary and non-discretionary wealth and investment management, employing diversified, factor-tilted allocations and tax-aware strategies primarily through ETFs, mutual funds, individual securities, and third-party managers.

Walter Anthony Jr. is a financial advisor at Hilltop Securities Inc. in Plano, TX, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Hilltop Securities since 2008. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of investment programs and fiduciary services through an open-architecture platform with various adviser- and manager-based solutions.

Andrew Richardson is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Merrill, and TD Ameritrade. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios with mutual funds and ETFs, combining active and passive strategies, and offers integrated planning by coordinating wealth, tax, estate, and insurance professionals.

Bryan Bernard is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 credentials and offering 36 years of industry experience. He has been with Prospera since 2002. Bernard is also the owner of Silverthorn Investments, where he provides investment services for individuals, business owners, and corporations. 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 platforms and programs.

Alfred Holland is a CFP® and holds a Series 66 license with 26 years of industry experience. He has worked at Optimum Investment Advisors, LLC since 2014 and joined VestGen Advisors, LLC in 2025. Based in Chicago, IL, he is currently part of a multi-team advisory firm. VestGen Advisors, LLC manages approximately $3.47 billion for over 9,400 clients through a combination of discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm employs a diverse analytical approach and utilizes third-party managers and affiliate strategies to implement client portfolios.

Brittany Frazier is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, with 11 years of industry experience. She holds a Series 65 designation and has been with Cain, Watters & Associates since 2013. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension and profit-sharing plan trustees and sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and donor-advised fund services through Schwab Charitable, utilizing multiple investment programs and a combination of discretionary and non-discretionary management.