William Atkins Jr. is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Advisor Resource Council and affiliated with LPL Financial since 2015. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies that integrate artificial intelligence tools with traditional fundamental analysis across various portfolio types, including equities, fixed income, alternatives, and options-based techniques.

Avery Vanechanos is a financial advisor at Hilltop Securities Inc. based in Dallas, TX, with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including NEXT Financial Group and Momentum Independent Network Inc. Outside of his advisory roles, he has experience with organizations such as Texas Christian University and TCU Athletics. Hilltop Securities serves individual and institutional clients, offering investment advisory and broker-dealer services on an open-architecture platform that includes third-party and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities, and provides specialized municipal bond strategies along with various program services.

Brian Lane is a CFP® with 10 years of experience in the financial advisory industry. He currently works at The Mather Group, LLC and previously held roles at Morgan Stanley and JP Morgan. Outside of his advisory work, he is engaged as a contractor for Uber in the automotive and transportation sector. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with customizable strategies and incorporates AI tools for market data and client communications while maintaining human oversight.

Robert Albritton Jr. is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 39 years of industry experience. He holds a Series 63 designation and has been with Prospera since 2000. Outside of his advisory role, he serves as a trustee and executor for two marital estates and trusts. Prospera Financial Services, Inc. is an enterprise-scale firm that manages approximately $12.4 billion across 207 advisors and about 140 offices. The firm serves individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through various platforms and customizable portfolio management options.

Robert Bourland is a financial advisor with Arax Advisory Partners in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies.

Garrett Frost is a financial advisor at Geneos Wealth Management, Inc. He holds the Series 66 designation and has three years of industry experience. His prior work includes roles at Cetera, North Star Resource Group, and Minnesota Life Insurance. Outside of advisory work, he has experience in fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm provides financial planning, portfolio management, and access to third-party money managers through various programs, employing a range of investment strategies including fundamental and technical analysis, with both customized and model-based accounts.

Karee Sampson is a financial advisor at Arax Advisory Partners in Dallas, TX, with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Sampson serves as co-trustee and power of attorney for her spouse's trust and is a member of the Presidential Advisory Board at UT Southwestern Medical Center. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory 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 notable for its use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

Robert Fraim is a financial advisor with Level Four Advisory Services and holds Series 63 and Series 65 licenses. He has 41 years of industry experience and has worked with Mid-Atlantic Securities, Inc. since 1991. Fraim also works as an independent life insurance agent on a limited basis. 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, third-party manager referrals, and retirement plan advisory services, utilizing model portfolios and both affiliated and unaffiliated sub-advisers.

Erwan Bertrand is a financial advisor with Advisor Resource Council in Dallas, TX. He holds a Series 65 credential and has one year of industry experience. His prior work includes roles at Boussard & Gavaudan and Caceis, as well as academic positions at Skema Business School and IAE Lille. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting through a network of advisers. The firm integrates artificial intelligence with traditional fundamental analysis across various model portfolios and separately managed accounts, tailored to different client segments.

Richard Jones is a financial advisor with Advisor Resource Council based in Dallas, TX. He holds Series 63 and Series 66 licenses and has four years of industry experience, including roles at LPL Financial LLC and Cambridge Investment Research Advisors. Outside of his advisory work, he is also a licensed independent insurance agent and a life coach. Advisor Resource Council provides asset management, financial planning, and retirement plan consulting services to individuals, families, retirement plans, charitable organizations, and business enterprises. The firm uses a combination of AI-driven model portfolios and traditional fundamental analysis, offering tailored investment strategies across various account sizes and coordinating estate-planning document preparation through independent legal professionals.

Chandler Johnson is a financial advisor with BFC Planning, Inc. based in Dallas, TX. He holds a Series 65 designation and began his career in the industry in 2026. Prior to joining BFC Planning, he worked at American Airlines and several other companies in various roles. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent advisor representatives.

Joseph Mcdonald is a financial advisor with Capital Investment Advisors, LLC in Dallas, TX. He holds the Series 63, Series 65, and Series 66 designations and has 28 years of industry experience, including prior roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Capital Investment Advisors serves individual, high-net-worth, and institutional clients with discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform featuring standardized asset-allocation models and actively managed portfolios, supported by specialized in-house estate and tax planning resources.

Donald Peterson is a financial advisor at Balefire, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Integrity Alliance, Lion Street Financial, Purshe Kaplan Sterling Investments, Fuse Partners, and LPL Financial. Peterson is also involved in providing fixed insurance and non-securities insurance planning for private wealth clients. Balefire serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, trusts, and business entities, offering discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm uses a team-based investment process with an Investment Committee that develops model portfolios following a core-plus-tactical philosophy, employing third-party research and sub-advisors to implement strategies across various asset classes.

Abraham Mansour Sr. is a CFP® professional with 27 years of industry experience, currently serving at Advisor Resource Council in Plano, TX. He has been with Advisor Resource Council since 2013 and has also worked with LPL Financial since 2011. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies that integrate artificial intelligence tools with traditional fundamental analysis and offers both discretionary and nondiscretionary portfolio management through a network of investment adviser representatives.

Keith Hilliard is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at SWS Financial Services since 2012. Outside of his advisory role, Hilliard volunteers with the Tyler Chamber of Commerce Veterans Committee and serves as Treasurer for the Sharon Shriners nonprofit organization. He is also President of the East Texas Piney Woods Chapter of the National Association of Insurance and Financial Advisors. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients, offering investment advisory programs, managed accounts, financial planning, and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet for model delivery and trading, and integrates with Hilltop affiliates for municipal bond strategies and cash management features.

Andrew Frank is a financial advisor at Level Four Advisory Services with 19 years of industry experience. He previously worked for Thrivent Financial for Lutherans and Thrivent Investment Management for 16 years. Outside of his advisory role, he is a property owner involved in managing commercial and farm land holdings. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm utilizes model portfolios and a range of wrap platforms and unaffiliated sub-advisors to deliver financial planning, asset management, and fiduciary services.

Frank Martin is a CFP® with 24 years of experience in financial advising. He is currently with Level Four Advisory Services in Dallas, TX, where he has worked for 10 years. His prior roles include positions at Harbor Financial Services, LLC and Cova Private Wealth LLC. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, multiple custodians, and both affiliated and unaffiliated sub-advisors.

Michael Forster is a financial advisor at Hilltop Securities Inc. in Dallas, TX, with 16 years of industry experience. He holds Series 63 and 66 licenses and previously worked at Raymond James Financial, Securities America Advisors, and LPL Financial. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and specialized municipal bond strategies. The firm combines custody, banking, and market-making capabilities within an open-architecture platform.

Anna Hamilton is a CFP® professional with five years of experience in financial services, currently serving at True North Advisors, LLC in Dallas, TX. Her prior experience includes roles at UMB Bank and the University of Kansas. True North Advisors provides comprehensive financial planning, portfolio management, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions. The firm employs a fundamentally driven, bottom-up investment approach with an emphasis on value-oriented strategies and offers a range of private pooled investment vehicles under the Western Alternative Strategies L.P. umbrella.

Steven Watkins is a CFP® with 29 years of industry experience, currently with Coppell Advisory Solutions LLC since 2025. He previously worked at Merrill from 2020 to 2025 and spent 18 years at H.D. Vest Investment Services and H.D. Vest Advisory Services. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm uses an open-architecture platform with internally and externally developed asset allocation models, employing both fundamental and technical analysis across a broad range of investment vehicles.