Kevin Carswell is a financial advisor with Advisor Resource Council in Tyler, TX, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2015 and has been affiliated with LPL Financial since 2008. Outside of advisory services, he is involved in providing disability and indexed universal life insurance. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, retirement plan consulting, and referrals to third-party money managers and LPL advisory programs. The firm uses actively managed strategies that combine artificial intelligence tools with fundamental analysis across a variety of portfolio types, including equities, fixed income, alternatives, and options-based techniques.

Ethan Shaff is a financial advisor at Level Four Advisory Services with three years of industry experience. He holds a Series 65 credential and has previously worked at Texas Capital Bank Private Wealth Advisors and The Cabana Group. Shaff maintains a life insurance license, though he is not currently active in selling insurance. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and access to third-party money managers through model portfolios and various wrap platforms.

Mark Callahan is a financial advisor at Aptus Capital Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Aptus since 2019. His prior experience includes working at Esposito Securities, LLC from 2016 to 2018. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and provides services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses primarily ETF-based strategies combining technical and fundamental analysis, manages portfolios on a discretionary, model-driven basis, and offers a variety of advisory and investment services including portfolio management, financial planning, and options overlay solutions.

Stephen Crossman is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Hilltop Securities since 2016. 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 investment solutions through an open-architecture platform that includes adviser-managed and model-based programs, along with specialized municipal bond strategies and custody capabilities uncommon among enterprise advisers.

Karen Ferrell is a financial advisor with Verity Asset Management in Carrollton, TX, holding a Series 65 credential and two years of industry experience. Prior to joining Verity, she worked in family services and foster care, including roles as a foster home assessor and contractor providing individual and family services. She also serves as operations director and volunteer board member for the ReUp Foundation, a charitable organization focused on mentorship programs. Verity Asset Management is an SEC-registered adviser offering discretionary portfolio management, retirement-plan advisory, and financial planning to individual, corporate, and institutional clients. The firm employs a model-driven investment process that emphasizes tactical asset allocation across multiple asset classes and provides both internally managed and third-party manager models.

Ronald Stolman Jr. is a financial advisor with Advisor Resource Council, holding a Series 65 designation and six years of industry experience. He is also the owner of Stolman & Associates, LLC, a bookkeeping and tax business he has operated since 2006. Based in Dallas, TX, he has been with Advisor Resource Council since 2020. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, and retirement plan consulting. The firm utilizes a combination of AI-driven model portfolios and traditional fundamental analysis, offering tiered investment strategies tailored to different account sizes and high-wealth bespoke options.

Rhys Cooper is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He is currently with Integrity Advisory Solutions and has previously worked at Jarvis Financial Services, Inc., Shilanski & Associates, Inc., Financial Insights Wealth Management, and UBS. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of around 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a variety of asset-allocation strategies and third-party platforms.

Douglas Mclemore is a financial advisor with Advisor Resource Council, holding Series 63 and Series 66 licenses and over 23 years of industry experience. He has been with Advisor Resource Council (formerly 360 WEALTH MANAGEMENT) since 2012 and has also worked with LPL Financial since 2005. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, retirement plan consulting, and access to third-party money managers and LPL advisory programs. The firm uses actively managed strategies incorporating artificial intelligence tools alongside fundamental analysis and offers both discretionary and nondiscretionary portfolio management.

Christopher Habedank is a financial advisor at Integrity Advisory Solutions with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Namcoa, Infinite Wealth Advisors, LLC, and T. Rowe Price. Integrity Advisory Solutions serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and other business clients through a network of independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a variety of investment strategies and third-party platforms.

Wesley Darilek is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. He worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2011 to 2019 before joining Hilltop Securities in 2019. Outside of his advisory role, he is a landlord with a rental property he co-owns with his spouse. Hilltop Securities Inc. provides brokerage, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs through an open-architecture platform and features unique municipal bond strategies co-advised by Franklin Templeton Group and sub-advised by Western Asset Management.

Marcus Egiebor is a financial advisor at Integrity Advisory Solutions with credentials including Series 63 and Series 65 and four years of industry experience. He has held roles at firms including Pfs Investments Inc and Primerica Financial Services. In addition to his advisory work, he manages an insurance sales team through Insurance Access and is involved in estate planning and wealth management at Trust Access Firm, LLC. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing various asset-allocation frameworks and third-party platforms to construct tailored investment portfolios.

Stephen Jones is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Hilltop Securities in various capacities since 2000. Hilltop Securities serves individual, high-net-worth, and institutional clients through both investment advisory and broker-dealer services. The firm offers a range of solutions including managed accounts, financial planning, retirement-plan advisory, and brokers execution and custody functions, utilizing an open-architecture platform with both third-party and firm-sponsored strategies.

David Mcbee Jr. is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Wells Fargo for over two decades and more recently at Raymond James Financial Services Advisors and Purshe Kaplan Sterling Investments. Mcbee is also the owner of MPM Interests, LLC, a support company for partnership distribution and tax reporting purposes. Concurrent Investment Advisors, LLC is an SEC-registered enterprise firm providing wealth management, investment management, financial planning, and retirement plan advisory services. The firm serves individuals, high-net-worth clients, families, trusts, businesses, and retirement plans, managing approximately $15.7 billion in assets across a multi-office platform. Their investment approach is primarily long-term and portfolio-driven, utilizing ETFs, mutual funds, and selected securities tailored to client goals and risk tolerance.

Travis Floyd is a financial advisor with Advisor Resource Council who holds a Series 66 designation and has 16 years of industry experience. He has worked at Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2018 and previously held roles at LPL Financial, Level Four Advisory Services LLC, and J.P. Morgan Securities. Outside of his advisory role, he is involved in Travis Floyd Financial, LLC, a business entity for tax and investment purposes. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, retirement plan consulting, and referrals to third-party money managers and LPL advisory programs. The firm utilizes actively managed strategies that combine artificial intelligence tools with fundamental analysis across various portfolio types, including equities, fixed income, alternatives, and options-based techniques.

Melissa Cox is a CFP® with 21 years of industry experience, currently serving at Van Clemens Wealth Management, LLC in Dallas, TX. She has worked with Doucet Asset Management and Institutional Securities Corp, among others, throughout her career. She also owns Future Focus Wealth, where she is involved in authoring and public speaking. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients, including ERISA retirement plans, offering portfolio management, financial planning, and estate-planning support. The firm employs a combined investment approach that includes modern portfolio theory along with fundamental and technical analysis, providing customized strategies using both in-house and third-party managers.

Sheldon Benge is a CFP® professional with 18 years of experience, currently advising at Advisor Resource Council in Dallas, TX. He has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) and affiliated with LPL Financial since 2016. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises with asset management, financial planning, and retirement plan consulting. The firm utilizes AIQ model portfolios alongside fundamental analysis and offers tailored strategies for different account sizes, including options for high-net-worth clients.

Chase Moody is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX, holding a Series 65 designation. He joined the firm in 2025 after completing his education at Oklahoma State University and previously worked at Cascia Hall Preparatory School. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and pension plans, managing approximately $3.54 billion for about 1,900 clients through a team of 26 advisors. The firm employs tailored, diversified portfolios using various investment vehicles and combines fundamental and cyclical analysis with tax-aware strategies.

April Harper is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. She has been with Prospera since 2008. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms.

Thadius Beavers is a financial advisor with M Holdings Securities, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at LEVEL FOUR ADVISORY SERVICES, LLC, Prospera Financial Services Inc., E*TRADE Securities LLC, Capital One Investing, LLC, and TIAA. He also served as branch manager and supervisory principal at Level Four Advisory Services. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities nationwide through a network of independent Member Firms and Financial Professionals, offering a broad range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and financial planning.

Kenneth Price is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 designations with 29 years of industry experience. He has been with Prospera since 2009. Outside of his advisory role, he is a co-owner of PricePerkins LLC, an insurance agency, and volunteers for Staples Mill Road Baptist Church in Glen Allen, VA. Prospera Financial Services, Inc. is a multi-team firm serving individuals, including high-net-worth clients, corporate and charitable entities, and retirement plans. The firm offers a range of investment advisory and financial planning services through multiple platforms, combining firm models, third-party sub-advisers, and customizable allocations.