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.

Thomas Philipp is a CFP® and ChFC® with 27 years of experience in the financial services industry. He has worked at Geneos Wealth Management, Inc. since 2013 and has also been affiliated with the Professional Wealth Management Group since 2010. Outside of advising, he owns Professional Planning Group Inc. and is involved in managing several business entities. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and various institutional clients, with over $5.5 billion in assets under management. The firm offers financial planning, portfolio management, and access to third-party money managers through multiple programs that incorporate a range of investment strategies and account customization.

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.

Donald Genord III is a financial advisor with Level Four Advisory Services, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His prior roles include positions at Raymond James Financial Services and Concurrent Advisors. In addition to his advisory work, he is also an insurance agent with FIg Marketing. 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 offers financial planning, asset management, and fiduciary services, implementing client mandates through model portfolios and various wrap platforms or unaffiliated sub-advisors.

Hilary Pluemer is a CFP® with 37 years of industry experience and has been with Prospera Financial Services, Inc. since 2015. She is based in Dallas, TX, and also owns a business consulting firm that provides services to a retail clothing store. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through about 207 advisors across roughly 140 offices. The firm offers a variety of investment advisory and financial planning services through multiple platforms and combines firm models, third-party sub-advisers, and customizable allocations for portfolio construction and management.

Mary Sargent is a financial advisor at Level Four Advisory Services with 16 years of industry experience. She holds a Series 66 designation and has worked at Level Four Advisory Services since 2015, previously spending six years at LPL Financial. Outside of her advisory role, she serves as a fitness instructor at the Wilson Family YMCA and is a board member of the Wilson Downtown Development Corporation. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of internal and third-party management solutions.

Karen Meinz is a Series 66-licensed financial advisor with 19 years of industry experience. She has worked at Advisor Resource Council since 2013, including its DBA 360 Wealth Management, and was previously associated with LPL Financial, LLC. Meinz is also involved in selling non-variable insurance through Fidelity 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 fundamental analysis across various asset classes.

Colin Bindner is a Certified Financial Planner® (CFP®) with 12 years of industry experience. He has worked at True North Advisors, LLC since 2019 and spent six years with United Capital Financial Advisers, LLC prior to that. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets. The firm serves very high net worth and ultra-high net worth individuals, corporate pension and profit-sharing plans, trusts, estates, foundations, and other business entities, offering comprehensive financial planning, portfolio management, and wealth advisory services with an investment approach focused on fundamental, bottom-up analysis and broad diversification across equities, fixed income, diversifiers, and private investments.

Brian Weatherly is a CFP® with 13 years of industry experience. He is currently with Quotient Wealth Partners, LLC and has held roles at firms including Goldman Sachs Personal Financial Management and Mercer Allied Company. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management. The firm emphasizes diversified portfolios using low-cost ETFs, individual securities, and alternative investments, with tax-aware strategies and ongoing portfolio monitoring.

Valentin Lukasik is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 65 designation and one year of industry experience. Prior to joining Advisor Resource Council, he worked at Societe Generale and Financiere Tiepolo and has a background as a full-time student. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and consulting services through a network of Investment Adviser Representatives. The firm’s investment approach integrates artificial intelligence tools with traditional fundamental analysis across various model portfolios and separately managed accounts.

Laura Young is a Series 66 registered advisor with Hilltop Securities Inc. in Dallas, Texas, where she has worked since 2019. She has three years of industry experience and prior work history includes positions at Costco, Allen Public Library, Party City, and ToysRUs. Hilltop Securities serves individual, high-net-worth, and institutional clients through advisory and broker-dealer services on an open-architecture platform. The firm combines custody, banking, and market-making capabilities, offering managed accounts, retirement-plan consulting, and municipal bond strategies.

Denise Clifton is a financial advisor at Arax Advisory Partners with 20 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at U.S. Capital Wealth Advisors, LLC. Outside of her advisory role, Clifton has served as past president and board member of the Grand Prairie ISD Education Foundation and is a board member of the Grand Prairie Chamber of Commerce. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, and is known for its use of performance-based fee arrangements and carried-interest structures in certain accounts.

Tara Howey is a financial advisor with Advisor Resource Council, holding Series 63 and Series 66 licenses and having 15 years of industry experience. She has been with Advisor Resource Council (360 Wealth Management, LLC) since 2018 and also maintains an affiliation with LPL Financial since 2016. Outside of advisory work, she is involved as a co-owner of an insurance agency, Harvest Concepts LLC dba Paragon Insurance Agency. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, retirement plan consulting, and access to third-party money managers and advisory programs. The firm employs AIQ model portfolios combined with fundamental analysis and coordinates estate-planning services through independent attorneys, providing options tailored to various client asset levels.

Jack Barker is a CFP® with seven years of industry experience, currently with The Mather Group, LLC in Dallas, TX. His prior roles include positions at EQ Wealth Advisors, FSC, BFS Advisory Group, Fidelity Brokerage Services LLC, Northwestern Mutual, and North Star Resource Group. Barker also worked at the University of Texas at Austin from 2015 to 2018. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with risk-based allocation models and tax-synchronized portfolio construction, offering customization options including direct indexing and ESG factor portfolios.