Richard Brown is a financial advisor with Advisor Resource Council in Richardson, TX, holding the PFS™ designation and Series 63 license. He has 35 years of industry experience and has worked at firms including LPL Financial and his own RLBrown Financial, Inc. Brown is also an author and songwriter. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, retirement plan consulting, and referrals to third-party money managers and LPL advisory programs. The firm uses actively managed strategies combining artificial intelligence tools with fundamental analysis and offers both discretionary and nondiscretionary portfolio management.

Mahoghany Jordan is a financial advisor with Cetera Planning Partners in Dallas, TX. He holds a Series 65 designation and has four years of industry experience. Prior to joining Cetera Planning Partners, he worked at P3 Wealth Management and P3 Financial Group. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm employs a structured planning process that results in personalized financial plans, emphasizing diversified allocations through mutual funds and ETFs aligned with client risk tolerance.

Jonathan Graham is a financial advisor at United Capital Financial Advisors in Irving, TX, with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Lion Street Financial, Equitable Advisors, AXA Advisors, Nift Networks, and Edward Jones. Outside of finance, he has experience in the entertainment sector, having worked at Moviehouse & Eatery. United Capital provides national financial planning and discretionary investment management services to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customization through its platform FinLife Partners and offers access to a wide range of investment options, including ESG and faith-based portfolios.

Richard Weihing is a CFP® with 35 years of experience in the financial services industry. He is currently with Global View Capital Management LLC and has previously worked with Ameriprise Financial Services, Inc. Additionally, he serves as an investment adviser representative for Efficient Plan, LLC. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a technical and quantitative investment approach supported by an in-house algorithmic research platform and offers both model-based strategies and customizable investment options.

Scott Stephens is a financial advisor at BakerAvenue with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BakerAvenue since 2009. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, typically under discretionary mandates. The firm employs a multi-strategy investment process that includes fundamental, quantitative, and technical analysis combined with tactical asset allocation.

Donald Hubbard is a CFP® professional with 26 years of industry experience, currently serving at Advisor Resource Council since 2016. He has also been affiliated with LPL Financial since 2008. Outside of his advisory roles, he serves as a deacon at NorthSide Baptist Church in Weatherford, TX. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting through a network of investment adviser representatives. The firm employs actively managed strategies combining artificial intelligence tools with fundamental analysis across various asset classes and offers both discretionary and nondiscretionary portfolio management.

James Warburton is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Quotient Wealth Partners, LLC since 2023. He previously worked for Goldman Sachs Personal Financial Management from 2013 to 2023. Quotient Wealth Partners is a multi-advisor firm managing approximately $3.54 billion for around 1,900 clients, including high-net-worth individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm employs tailored, diversified portfolios using a variety of investment vehicles and incorporates tax-aware strategies alongside operational tools to monitor and manage client accounts.

Douglas Bryan is a financial advisor at Simplicity Wealth with 8 years of industry experience. He holds a Series 65 designation and has worked at firms including USA Financial Securities, LifePro Asset Management, and Ducerus in Grand Prairie, TX. Outside of his advisory role, he owns and directs Insight College & Financial Solutions, where he educates clients on college admissions and financial aid strategies. He also serves on the Board of Directors for the Children First Counseling Center and is a member of the Grand Prairie Metro Rotary. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to institutional clients and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios that are actively monitored and rebalanced, along with a range of overlays and a technology-driven managed account platform for advisers.

Walter Virden III is a CFP® with 26 years of industry experience, currently serving as an advisor at Momentum Independent Network Inc. since 2001. He is also a partner at Virden Chapman & Virden CPAs, a CPA firm operating since 1969. Outside of his advisory and accounting roles, he serves on the board of Saint Mark's Church and participates on the finance committee of the Episcopal Diocese of Fort Worth. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients. The firm offers a range of advisory and brokerage services, utilizing third-party managers and a platform model that integrates with Hilltop affiliates for investment management and cash management solutions.

William Fairley is a financial advisor at Western Wealth Management LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2012. Fairley also operates as an insurance agent for MassMutual. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and consulting through a decentralized network of 88 advisors using varied investment strategies and access to multiple advisory programs.

Gretchen Harder is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX, holding a Series 65 designation with less than one year of industry experience. Prior to joining Quotient, she held roles at the University of Colorado Boulder and the Colorado Longitudinal Study. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and both discretionary and non-discretionary investment management. The firm uses broadly diversified portfolios with low-cost ETFs, individual securities, mutual funds, options, and select alternative investments, applying tax-aware strategies and utilizing model portfolios, ongoing monitoring, and multiple platforms for account management.

Shikha Midha is a financial advisor at Concurrent Investment Advisors, LLC with nine years of industry experience. She holds a Series 66 designation and has previously worked at firms including Fidelity Brokerage Services, Morgan Stanley, and Wells Fargo Bank. Concurrent Investment Advisors, LLC is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, with over $15 billion in assets under management and approximately 240 advisors.

Abigail Valentine is a CFP® professional with 10 years of industry experience. She is currently with Advisor Resource Council and previously worked at The Vanguard Group, Inc. and LPL Financial. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, retirement plan consulting, and referrals to third-party money managers and LPL advisory programs. The firm uses actively managed strategies combining artificial intelligence tools with fundamental analysis across various asset classes and offers both discretionary and nondiscretionary portfolio management.

Maggie Robertson is a financial advisor at Advisor Resource Council with a Series 66 designation and one year of industry experience. Her prior work includes roles in education and a position at Texas Leaguer Brewing Company. 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 uses actively managed strategies that integrate artificial intelligence with traditional fundamental analysis and provides both discretionary and nondiscretionary portfolio management options.

Marc Sloter is a CFP® with over 21 years of industry experience. He is currently with Western Wealth Management LLC, where he has worked since 2019, and has also been affiliated with LPL Financial since 2011. Prior to that, he was associated with FWPAM, LLC and Whitney, Wetzel & Kuether, LLC. Western Wealth Management LLC serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and pension plan sponsors. The firm provides comprehensive portfolio management, financial planning, and institutional investment services through a decentralized network of advisers, offering access to multiple advisory programs and a broad range of investment strategies.

Mike Greiner is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at World Financial Group and Virtue Capital Management, among others. Greiner also owns Texas Elite Benefits, where he markets and sells life insurance and annuities. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a model-driven investment approach based on technical and quantitative methods and offers multiple program options, including access to third-party managers and an ETF-only portfolio choice.

Lesley Pinckard is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked at Mutual of Omaha Investor Services since 2017 and previously at Wealth Watch Advisors LLC. Pinckard is actively involved in the National Association of Insurance and Financial Advisors (NAIFA) Fort Worth chapter, serving in leadership roles including President in 2023. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm uses a platform relationship with Envestnet and Pershing as custodian, delivering managed solutions through approved model portfolios and third-party managers.

Jonathan Hancock is a financial advisor with Ally Invest Advisors, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Ally Invest Advisors in 2025, he worked at Ally Invest Securities LLC and held various roles in the automotive and securities industries. Outside of his advisory duties, Hancock supports Ally Bank customers as a Contact Center Representative, assisting with account maintenance and education on deposit products. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients using web-based and virtual solutions. The firm offers ETF-based Robo Portfolios and Financial Advisor-delivered Personal Advice services, implementing model portfolios based on Modern Portfolio Theory across multiple risk tiers.

John Peterson is a CFP®-certified financial advisor with 19 years of industry experience. He has been with Advisor Resource Council since 2012 and is also affiliated with LPL Financial. 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 a variety of portfolio types.

Donald Goerner is a CFP® with 22 years of industry experience, currently serving at Coppell Advisory Solutions LLC. He has held roles at Fusion Capital Management since 2017 and Spectrum Advisors, Inc. from 2010 to 2017, with additional experience at Purshe Kaplan Sterling Investments since 2008. Outside of his advisory work, he advocates prepaid legal services as a sole proprietor. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning for individuals, pension plans, trusts, and corporate clients. The firm uses a tailored investment approach combining internally developed and independent asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.