Brian Krukiel is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at LPL Financial, Level Four Advisory Services, J.P. Morgan Securities, and Chase Investment Services Corp. He is also a licensed insurance agent involved in selling various insurance products. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies alongside custom solutions, supported by a network of investment adviser representatives providing portfolio management and financial planning services.

Linda Cartwright is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 42 years of industry experience. She has been with Prospera since 2005 and previously worked at LPL Financial and Morgan Stanley DW Inc. She holds the Series 63 and Series 65 licenses. 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 other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Michael Lutz is a CFP® with 12 years of experience in the financial services industry. He is currently with Retirement Planners of America and has previously worked at Westlake Wealth Management, Fisher Investments, and Fidelity Investments. Retirement Planners of America provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and retirement plan participants, primarily through a wrap-fee investment program. The firm uses an “Invest and Protect” approach that emphasizes capital preservation and tactical rebalancing with model portfolios composed mainly of ETFs and mutual funds.

John Unsworth is a financial advisor with Advisor Resource Council in Dallas, TX. He holds a Series 66 designation and has 19 years of industry experience, including prior roles at Edward Jones and LPL Financial. He has been with Advisor Resource Council since 2014. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting. The firm employs a blend of artificial intelligence tools and traditional fundamental analysis to manage client portfolios through various model and separately managed account strategies.

James Webb II is a financial advisor with Advisor Resource Council based in Dallas, TX. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior work includes nine years at Edward Jones before joining LPL Financial and Advisor Resource Council in 2016. Advisor Resource Council is an SEC-registered advisory firm serving individuals, retirement plans, charitable organizations, and businesses. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies, alongside custom solutions such as option-based strategies.

Brett Walter is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation with 19 years of industry experience. His prior experience includes roles at J.P. Morgan Securities, Chase Investment Services Corp., and Edward Jones. He has been with Prospera since 2015. 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 and portfolio management through multiple advisory programs and platforms.

Braden Cole is a CFA® charterholder with 11 years of industry experience. He is currently an advisor at True North Advisors, LLC, where he has worked since 2022. Prior to that, he was with CH Investment Partners and Rgt Capital Management, Ltd. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions with financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach with a focus on value-oriented strategies, incorporating passive indexed ETFs, separately managed accounts, and alternative or private investments when appropriate.

Damian Saenz is a financial advisor at Level Four Advisory Services with six years of industry experience. He holds the Series 66 designation and previously worked with Lone Star National Bank, LPL Financial, and Raymond James. Outside of his advisory role, he is a licensed Realtor assisting clients with real estate transactions and serves as an executor and trustee of a family estate trust. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a range of custodial and platform arrangements.

Joseph Giardano is a CFP® with 17 years of industry experience, currently advising clients at Prospera Financial Services, Inc. in Dallas, TX. His prior experience includes roles at Hilltop Securities, Cetera Advisor Networks, United Capital Financial Advisers, and Wells Fargo Clearing, among others. Prospera Financial Services, Inc. is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms.

Anthony Scalia is a financial advisor with FourStar Wealth Advisors, LLC, holding a Series 63 designation and over 32 years of industry experience. He has worked at several firms, including Nobles & Richards and GVC Capital LLC. Outside of his advisory work, he is a managing director and partner at Humm Energy and co-owner of a self-storage business. FourStar Wealth Advisors serves a broad client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm combines fundamental and technical analysis to manage diversified portfolios tailored to clients’ risk tolerances, providing financial planning, investment management, and retirement plan consulting services.

Jason Fletcher is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Level Four Advisory Services. His prior roles include positions at Good Life Advisors and LPL Financial. In addition to his advisory work, he provides tax preparation services through a separate business. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and public entities. The firm offers financial planning, asset and portfolio management, retirement plan consulting, and fiduciary services, utilizing model portfolios and a range of third-party platform solutions.

Robert Britt is a Series 65-licensed advisor with Level Four Advisory Services in Dallas, TX, where he has worked since 2016. He has 12 years of industry experience and also holds a long-term role at The Insurance Group. Britt serves as Director of Advanced Planning at Level Four Insurance Agency. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and various platform options, including affiliated and third-party sub-advisors.

James Hines is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 20 years of industry experience. He has held positions at Prospera since 2011, following roles at Chase Investment Services Corp. and Wamu Investments, Inc. Outside of his advisory work, Mr. Hines serves as Treasurer of Trail Life Troop 22 and volunteers with Beat Creek Bible Church Evergreen Ministry. 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 programs and platforms.

Charles Seigler Jr. is a CFP® with 21 years of industry experience, currently serving clients at Prospera Financial Services, Inc. since 2016. Prior to joining Prospera, he worked at Capital Guardian Wealth Management, LLC for eight years and Mass Mutual Investors Services for two years. 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.

Lacey Buteyn is a financial advisor at Kingswood Wealth Advisors, LLC with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Level Four Advisory Services and LPL Financial. Outside of finance, she is involved in Bodybump Fitness as a yoga instructor and health coach. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform and integrates affiliated financial entities to support insurance-linked account management.

Jonathan Rawlings is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Prospera Financial Services, Inc. in Dallas, TX. His prior roles include positions at Hilltop Securities, Cetera Advisor Networks, United Capital Financial Advisers, Girard Securities, Wells Fargo Advisors, and BOK Financial Securities. 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 other business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Michael Young is a financial advisor with Integrated Advisors Network LLC in Dallas, TX, holding Series 63 and Series 65 designations and over 31 years of industry experience. His prior roles include positions at Specialized Advisors, LLC, Mission Institutional Advisors, First Financial Equity Corporation, AEP Wealth Management LLC, and Compliance Works Inc. Outside of his advisory work, he serves as the managing member of SPARK, PHILLIPS & WYLER, LLC, a holding company. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a variety of investment approaches and often utilizes third-party sub-advisers while providing ongoing portfolio oversight and rebalancing.

Eric Drudge is a Series 65-licensed financial advisor with Integrity Advisory Solutions in Dallas, TX, bringing two years of industry experience. Prior to joining Integrity Advisory Solutions, he worked at Encompass More Asset Management LLC and Compass Group USA. He is also co-founder of The Triumph Agency LLC, an advanced financial insurance services business that provides life insurance and Medicare supplement plans. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes various asset-allocation frameworks with ongoing client monitoring.

Benjamin Shae is a CFP®-certified financial advisor with 16 years of industry experience. He has been with Lee Financial Corporation since 2009 and holds a Series 65 license. Lee Financial Company, LLC provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based approach using its WholeVision™ planning framework and manages tailored portfolios that may include a variety of investment vehicles, while also serving as General Partner and Investment Manager for several affiliated private partnerships.

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.