Hunter Powell is a financial advisor at Merit Financial Advisors in Frisco, TX, holding a Series 66 designation. He has been with Merit Financial Advisors since 2026 and has prior experience with Purshe Kaplan Sterling Investments and Northwestern Mutual. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm provides coordinated wealth-management services and emphasizes long-term, diversified portfolios built from centrally managed models overseen by an internal Investment Management team and Investment Committee.

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.

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.

Andrew Watts is a CFP® professional based in Dallas, TX, with 22 years of industry experience. He is currently with Avantax Planning Partners, Inc., where he has worked for five years, and has prior experience at various firms affiliated with Cetera since 2025. Avantax Planning Partners, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and businesses through portfolio management, financial planning, and a managed retirement plan platform. The firm operates primarily via a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients as of December 31, 2025.

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.

William Reaves is a financial advisor at BOK Financial Securities, Inc. in Grapevine, TX, with 20 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for TIAA and TIAA-CREF Individual & Institutional Services from 2016 to 2024. BOK Financial Advisors serves a diverse range of clients, including individuals, high-net-worth clients, corporations, institutions, and government entities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with tailored asset allocation strategies.

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 with Retirement Planners of America, holding a Series 65 designation and nine years of industry experience. He has worked with multiple firms, including MMWKM Advisors, LLC and Liquid Enterprises, Inc. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting to individuals, retirement plan sponsors, participants, and institutions. The firm employs an “Invest and Protect” approach that combines model portfolio allocations with tactical adjustments based on market indicators to manage client assets defensively.

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.

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, financial planning, and consulting services to individuals, retirement plan sponsors, and institutions. The firm employs an “Invest and Protect” approach that integrates model portfolio allocations with tactical adjustments based on market indicators, maintaining a defensive stance through cash allocations and 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.

Daniel McGuire is a CFP® and Series 65 licensed financial advisor at Retirement Planners of America with 11 years of industry experience. He has previously worked at MMWKM Advisors, LLC, Quadcap Wealth Management, LLC, and BKD Wealth Advisors. McGuire is also an independent insurance agent. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plan sponsors, participants, and institutions. The firm employs an “Invest and Protect” approach that emphasizes capital preservation through model portfolios combined with tactical adjustments based on market indicators.

Brian Bortz is a financial advisor at Cain, Watters & Associates, LLC with 25 years of industry experience. He holds the PFS™ designation and Series 65 license, and has been with Cain, Watters & Associates since 2008. Outside of his advisory role, Bortz has minority ownership interests in Tectonic Financial, Inc., a publicly traded company with several financial industry affiliates, and in three entities related to CWA that provide business-specific services and referrals. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management primarily for dental healthcare professionals, individual investors, and pension or profit-sharing plan sponsors. The firm combines its CPA and accounting services with multiple investment programs, including pooled funds and separately managed accounts, and maintains a formal affiliation with a banking institution and related entities.