Barry Guinn is a financial advisor at Arax Advisory Partners with 25 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at UBS Financial Services and U.S. Capital Wealth Advisors. Outside of his advisory work, he is the sole owner and managing partner of 1-800-STRIPER, a pavement and parking lot striping business. 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 combines in-house portfolio teams, external managers, and alternative investments to manage accounts on a fiduciary basis, supported by advanced analytics and recently consolidated operations.

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.

Victoria Capella is a financial advisor with Hilltop Securities Inc. She holds Series 63 and Series 66 designations and has 11 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and PrimeLending. Outside of finance, she operates a seasonal swim instruction business and writes resumes. Hilltop Securities serves individual and institutional clients, offering investment advisory and broker-dealer services through an open-architecture platform. The firm provides managed accounts, financial planning, retirement-plan advisory, and municipal bond strategies, combining custody, banking, and market-making capabilities.

Eric Willer is a CFA® charterholder with 20 years of experience in the financial industry. He is currently affiliated with IP Financial Advisory Services LLC and has prior experience at firms including Fusion Analytics Investment Partners and Family First Life. Outside of his advisory roles, he is involved with WD Wealth Strategies, providing tax advisory services and client education, and engages in solar panel referrals through Green Day. IP Financial Advisory Services primarily serves individual retail clients by offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority, and refers clients to third-party investment advisors, focusing on non-high-net-worth individuals.

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.

Charles Evans is a financial advisor at Prospera Financial Services, Inc. based in Dallas, TX, with 53 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing, RBC Capital Markets, and Morgan Stanley DW Inc. 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 various advisory programs and third-party platforms.

Janice Lasley is a financial advisor at Advisor Resource Council with 23 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Banc of America Investment Services, and Edward Jones. Lasley has been with Advisor Resource Council and affiliated LPL Financial since 2012. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and businesses. The firm combines artificial intelligence with fundamental analysis to offer model and separately managed account strategies, along with custom solutions such as option-based strategies, delivered through a network of investment adviser representatives.

Nicholas Brown is a CFP® and ChFC® with 15 years of experience in financial services. He is currently with USAA Investment Services Company and has held various roles within USAA-affiliated firms since 2006. Outside of his financial advisory work, he has been involved with Often Home LLC since 2017. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members, delivering Retirement Income Strategy Reports and facilitating referrals to third-party advisers rather than managing client assets directly.

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.

James Pence III is a Series 66-licensed financial advisor with Hilltop Securities Inc., based in Dallas, TX. He has one year of industry experience and prior work history that includes roles at the University of Oklahoma, Admiral Roofing, and Norman Public Schools. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan consulting, and annuity advisory solutions. The firm distinguishes itself with custody, banking, and market-making capabilities, alongside a range of municipal bond and specialty investment strategies.

Jemilson Pierrelouis is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 designations with 16 years of industry experience. He has been with Hilltop Securities since 2008. Outside of his advisory role, he is the founder of Hedge Consultants LLC, a provider of free point-of-sale software for small retail and restaurant businesses. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base, including individuals, corporations, nonprofits, and institutions. The firm utilizes an open-architecture platform with multiple managed account programs and distinguishes itself through features such as municipal bond strategies co-advised by Franklin Templeton Group and custody capabilities uncommon among enterprise advisers.

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 Jr. is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at VestGen Advisors, LLC since 2025. His prior roles include positions at Optimum Investment Advisors, LLC, Wells Fargo Advisors, and UBS Financial Services. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm utilizes a combination of individual advisor relationships and centralized portfolio management, serving a wide range of clients such as retail investors, institutions, and government entities.

Shannon Dugger is a financial advisor at Integrity Advisory Solutions with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms, including AlphaStar Capital Management and Woodbury Financial Services. Dugger is also a Regional Sales Director at The Assurance Group, where she is involved in insurance consulting, planning, sales, recruiting, and business management. Integrity Advisory Solutions serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, and corporations, through a network of approximately 100 independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing various investment approaches and third-party platforms to tailor solutions for its clients.

Marcus Moore is a CFP® professional with 39 years of experience in the financial industry. He is currently with Great Valley Advisor Group, LLC and has previously worked at firms including Good Life Advisors, LLC, LPL Financial, UBS Financial Services, and Merrill. Outside of his advisory role, he has been involved with Level Four Insurance Services, LLC, serving as a non-variable insurance agent. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Connor Vlahos is a financial advisor at NorthCoast Asset Management LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations. His prior work history includes roles at Kovitz Investment Group Partners, Connectus Wealth, Conti Capital, Morgan Stanley, E*TRADE Securities, E*TRADE Capital Management, and Fidelity Investments. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process and offers a range of strategies including equity, fixed income, options-defined outcome approaches, and alternative interval funds.

Robert Steinmetz is a financial advisor at Integrity Advisory Solutions with five years of industry experience. He holds a Series 65 credential and has previous experience at Missouri Employers Mutual Insurance, WR Wealth Planners, LLC, and Senior Benefit Services. Steinmetz serves as board member and treasurer for Access Arts, a nonprofit organization that provides community art activities. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services using fundamental and technical analysis alongside a variety of asset-allocation frameworks.

Richard Sands is a financial advisor with Arkadios Wealth Advisors in Arlington, TX, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His professional background includes roles at CitiGroup, Frost Private Bank, Arete Wealth Management, and Wells Fargo. In addition to his advisory work, he operates Pinnacle Wealth Strategies, a financial planning and guidance service. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various internally managed and third-party solutions, employing a blend of fundamental, technical, and cyclical investment analysis.

Porsche Davis is a financial advisor at M HOLDINGS SECURITIES, Inc. based in Dallas, TX, holding the Series 66 designation with one year of industry experience. Prior to entering financial services, Porsche worked at several companies including Prink Made and Pacific Coast Fruit Company. M HOLDINGS SECURITIES, Inc. serves a broad range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a mix of advisory and brokerage services, with investment management delivered both directly and through sub-advisors, and provides ongoing client monitoring and reviews.