Robert Tunnell is a CFP®-designated financial advisor with Retirement Planners of America, based in Plano, TX. He has 20 years of industry experience, including a tenure at MMWKM Advisors, LLC since 2013. In addition to his advisory role, he is also an independent insurance agent. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plan sponsors and participants, and institutions. The firm employs an “Invest and Protect” approach that uses model portfolio allocations combined with tactical adjustments based on market indicators to manage client assets defensively.

Jacqelyn Brian is a financial advisor at Retirement Planners of America with a Series 65 credential and two years of industry experience. She previously worked at Fisher Investments and has experience in both investment management and financial education. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting to individuals, retirement plan sponsors, and institutions. The firm employs an “Invest and Protect” approach that combines model portfolios with tactical adjustments based on market indicators, emphasizing capital preservation through defensive asset allocation.

Joseph D'amico II is a financial advisor with CX Institutional, LLC, holding CFP® and securities licenses Series 66 and Series 63, and has 26 years of industry experience. His prior roles include positions at Empower Financial Services, Empower Advisory Group, Personal Capital, and Fidelity Brokerage Services. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors, offering portfolio management, financial planning, and retirement plan consulting through its CX Multi-Strategy Platform. The firm utilizes a multi-strategy asset allocation approach across various asset classes and incorporates third-party technology for consolidated reporting and tax-efficient asset management.

Terry Hastings is a financial advisor at Global View Capital Management LLC with nine years of industry experience and holds a Series 66 designation. His prior work includes roles at NewBridge Securities Corporation, Generations Wealth, and Charles Schwab. Outside of finance, he works as a driver for Uber. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm uses a model-based investment approach driven by technical and quantitative analysis and maintains an in-house research arm that supports its strategies and external clients.

Samuel Rodriguez is a CFP® with 22 years of industry experience, currently serving at Advisor Resource Council since 2018. His prior roles include positions at Level Four Advisory Services LLC and LPL Financial, LLC. He holds the Series 66 designation and is based in Dallas, TX. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and businesses, providing asset management, financial planning, and consulting services. The firm employs AI-driven model portfolios combined with traditional fundamental analysis and offers coordinated estate-planning services through external legal professionals.

Charles Berry is a financial advisor with Advisor Resource Council, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked with Advisor Resource Council since 2012 and is also affiliated with LPL Financial since 2011. 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 employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across various asset classes and portfolio types.

Stuart Waldenmaier is a financial advisor at Level Four Advisory Services with four years of industry experience. He holds a Series 65 designation and has previously worked at AE Wealth Management and TLC Advisory Group, where he serves as president. Waldenmaier is also a class instructor for the American Financial Education Alliance, a nonprofit providing educational workshops in Texas. Level Four Advisory Services is an SEC-registered enterprise adviser managing over $5 billion across 115 advisors and serving a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning and asset management, utilizing model portfolios developed internally or through sub-advisers.

Shawn Clagg is an advisor with Advisor Resource Council in Dallas, TX, holding a Series 65 designation and two years of industry experience. He has worked with Choc Wealth Management LLC and Rob Hance Management PC, and maintains an accounting firm, Shawn Clagg, CPA, PC, where he serves as president. He is also involved with Rob Hance Management PC in a management and accounting capacity. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, retirement plan consulting, and access to third-party money managers. The firm combines artificial intelligence tools with fundamental analysis across various model portfolios and separately managed accounts tailored to different client needs.

Ross Morrow is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Howard Financial Services, LTD and The AYCO Company, L.P./Mercer Allied. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans by offering financial planning, consulting, and investment management. The firm manages broadly diversified portfolios using low-cost ETFs, stocks, bonds, mutual funds, options, third-party managers, and select alternatives, applying tax-aware overlays and ongoing monitoring across client accounts.

Bobby Boyd is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Prospera since 2007. Outside of his advisory work, he assists in his wife's internet sales business, Little Owl Products. Prospera Financial Services, Inc. is a large-scale advisory and broker-dealer firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors across about 140 offices, offering investment advisory and financial planning services via multiple platforms and customizable portfolio management options.

Laken Lewis is a financial advisor at CX Institutional, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments and Fidelity Investments. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that incorporates fundamental, quantitative, technical, and cyclical analysis across diverse asset classes, including equities, fixed income, ETFs, structured products, and private investment funds.

Joseph Biggerstaff is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His prior roles include positions at LPL Financial and Massachusetts Mutual Life Insurance Company. Outside of advisory work, he serves as the varsity head baseball coach at Heritage Christian Academy. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises with services including asset management, financial planning, and retirement plan consulting. The firm employs a combination of artificial intelligence and fundamental analysis in its model portfolios and offers tailored strategies for different account sizes.

Brian Thomas is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Level Four Advisory Services since 2021 and has worked at Level Four Financial, LLC since 2009. Outside of his advisory work, Thomas serves as the board president of the Blue Heron Homeowners Association. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, using both internal model portfolios and sub-advisers.

Owen Cook Jr. is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His prior roles include positions at Charles Schwab and Kestra Advisory. Based in Dallas, TX, he joined M Holdings Securities in 2024. M Holdings Securities, Inc. serves a wide range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm offers a combination of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by platform providers and custodial arrangements.

Renee Marinez is a CFP® professional with seven years of industry experience, currently serving at Brighton Jones LLC. Her prior roles include positions at Lifeworks Advisors, Vincere Wealth Management, and Merrill. Outside of her advisory career, she worked at Taft's Ale House for two years. Brighton Jones LLC provides comprehensive wealth management services to individuals, high-net-worth families, retirement plan sponsors, charitable organizations, and trusts. The firm employs a holistic, balance-sheet approach, offering both discretionary and non-discretionary management along with family office services and access to private investment opportunities.

Robert Thorndike Jr. is a financial advisor with Prospera Financial Services, Inc. based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Since 2010, he has been with Prospera Financial Services. Thorndike serves on the board of the 31 Heroes Project. Prospera Financial Services is a multi-team firm managing approximately $12.4 billion across 207 advisors in about 140 offices. The firm serves individuals, high-net-worth clients, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through various platforms and customizable portfolio management options.

Robert Rinker is a financial advisor with The AmeriFlex Group in Dallas, TX, holding the ChFC® designation and Series 63 and 66 licenses. He has 30 years of industry experience, with prior roles at SCF Investment Advisors, INC., SCF Securities, INC., OSAIC, and Cambridge Investment Research, Inc. He is also the owner of Cohesion Wealth Advisors, LLC. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, providing customized advice via model asset allocations and discretionary and non-discretionary manager relationships.

Jacqueline Sheahan is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked with several affiliates of BOK Financial since 2002, including BOK Financial Private Wealth, Inc. and BOK Financial Asset Management, Inc. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, municipalities, and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor contact with firm-provided investment research and tailored asset allocation.

Jacinta Thompson is a financial advisor with Balefire, LLC in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior work includes roles at Integrity Alliance, Lion Street Financial, Purshe Kaplan Sterling Investments, and LPL Financial LLC. She also serves as Vice President of Retirement Solutions at Fuse Partners, LLC, where she consults clients on retirement plans. Balefire serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, trusts, and business entities, providing discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm utilizes a team-based investment process with an Investment Committee that develops model portfolios using a core-plus-tactical approach and licensed third-party research.

William Harrigan is a Series 65-licensed financial advisor with Cain, Watters & Associates, LLC, based in Frisco, TX. He has 21 years of industry experience and has been with Cain, Watters & Associates since 2006. 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 donor-advised fund services through Schwab Charitable.