Clinton Barnes is a financial advisor at BOK Financial Securities, Inc. in Plano, TX, with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Merrill, Liberty Capital Bank, and Allstate Insurance, among others. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research for tailored allocations based on client goals.

Travis Martin is a financial advisor at Geneos Wealth Management, Inc. in Addison, TX, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Weaver, Ware & Martin Wealth Management and Advisory Services, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Martin is also an independent representative for fixed insurance sales and a member of WWM Advisory Services LLC. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers through various programs, using a blend of fundamental, technical, and tactical strategies tailored to client needs.

Imrana Begg is a Series 65-licensed financial advisor with Global View Capital Management LLC, bringing two years of industry experience. She has worked at Sublime Financial LLC as a mortgage loan officer since 2021 and previously operated as a self-employed event planner. Begg is also active as an insurance agent, marketing and selling life insurance products including fixed and indexed annuities. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm utilizes a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and an integrated execution platform.

Giovanni Flores is a financial advisor at Geneos Wealth Management, Inc. with six years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, he operates as an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and customizable portfolio options.

Terry Thompkins II is a CFP® with 29 years of industry experience, currently serving at Level Four Advisory Services since 2016. His prior roles include positions at LPL Financial, Wells Fargo Clearing, and Fidelity. Outside of financial advisory, he is also a self-employed musician, composer, producer, and band director. 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, retirement-plan consulting, and fiduciary services, utilizing model portfolios and multiple custodians and third-party providers.

Ashley Clark is a financial advisor with Root Financial Partners in Sachse, TX, holding a Series 65 designation and two years of industry experience. Prior to joining Root Financial Partners in 2026, Clark worked at Cain, Watters & Associates, LLC for six years and has experience at Kepner CPA and Solis Mammography. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and retirement-plan relationships. The firm emphasizes broadly diversified, passive allocations using index funds and ETFs, tailoring portfolios to client objectives, risk tolerances, and tax considerations.

James Taylor is a financial advisor at Inspire Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at AMC Wealth Management, LLC and Retirement Planners of America. Taylor is also a licensed life insurance agent based in Frisco, TX. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual and high-net-worth clients as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a variety of investment methods, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Kevin Welch is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include over two decades at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he serves as a treasurer for Sunshine Scout, an S corporation formed for his daughters' business. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion for a diverse client base that includes individual investors, retirement plans, corporations, and nonprofit organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios developed internally or through sub-advisers.

Erin Thomas is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Prospera in 2022, she worked at Tiago Title and US Realty Co, and spent over two decades at Spring Creek Academy. Outside of her advisory role, she also participates in part-time grocery delivery through Shipt and Instacart. Prospera Financial Services is a multi-team 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.

Frederick Haiman is a financial advisor at SageSpring Wealth Partners with 10 years of industry experience. He holds a Series 65 designation and previously worked at Pollock Advisory Group, Inc. from 2015 to 2017. In addition to his advisory role, he owns Haiman Law, PC, a law firm specializing in estate planning, elder law, business, and real estate. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and serving a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management and financial planning with a goals-based approach, utilizing a range of strategies and third-party manager oversight.

Markham Hawkins is a financial advisor at Quotient Wealth Partners, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mercer Allied Company, CETERA Advisor Networks, Goldman Sachs Personal Financial Management, and Girard Securities. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and wealth management services. The firm employs tailored investment programs using ETFs, mutual funds, individual securities, and third-party managers, combining fundamental and cyclical analysis to build diversified, factor-tilted portfolios.

Happy Franklin is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 66 credentials and over 25 years of industry experience. His prior roles include positions at Securities America Advisors, SWS Financial Services, Wells Fargo Clearing, and A. G. Edwards & Sons. He serves as an at-large board member for the Rotary Club of Park Cities. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and state and municipal entities. The firm offers financial planning, asset and portfolio management, retirement plan consulting, and fiduciary services, implementing client strategies through model portfolios, wrap platforms, and sub-advisors.

Richard Goodwin is a financial advisor at Realta Investment Advisors, Inc. with 33 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation as well as Series 63 and Series 65 licenses. Prior to joining Realta in 2023, he spent 14 years at Titan Securities. Outside of advising, Goodwin is a partial owner of a restaurant business and operates a tax-focused financial services firm. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, pension and profit-sharing plans, and various institutional clients. The firm emphasizes individualized advice based on client goals, risk tolerance, and time horizon, utilizing diversified asset allocation and managing portfolios through in-house or third-party managers.

Mccall Dyke is a CFP® professional with 22 years of industry experience, currently affiliated with Prospera Financial Services, Inc. She has previously worked at Summit Financial Group Inc. and Summit Brokerage Services, Inc. Dyke also owns and operates Hello Sunshine Children's Boutique, a retail business unrelated to investment advisory services. Prospera Financial Services, Inc. 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 various advisory programs and third-party platforms.

James Webb is a CFP® and Series 65 credentialed advisor at Advisor Resource Council with four years of industry experience. Prior to joining Advisor Resource Council, he worked at LPL Financial and Generations Financial Management. Outside of his financial advisory role, he is involved in video production through The Element Wild LLC, a YouTube content creation business. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and businesses. The firm combines artificial intelligence with traditional analysis to manage assets and provide financial planning, offering model and customized investment strategies through a network of adviser representatives.

Eric Lamm is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, with five years of industry experience. He holds a Series 65 credential and has worked at Cain, Watters & Associates since 2018 following six years at Texas Tech University. Outside of his advisory role, he is a co-owner of Lamm Legacy Company, LLC, which focuses on residential real estate investing. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management primarily to dental healthcare professionals, individual investors, and trustees or plan sponsors of pension and profit-sharing plans. The firm also offers accounting, tax, and donor-advised fund services, combining multiple investment programs with CPA capabilities and a focus on healthcare-related clients.

Nickolas Parker is a CFP® with seven years of experience in financial advisory services, currently serving at SageSpring Wealth Partners. His prior roles include work at Raymond James Financial Services and involvement with the Omar Tennis Academy. He also provides advisory support as an independent contractor with another financial team in Frisco, TX. SageSpring Wealth Partners manages approximately $8.5 billion across 11,500 clients, serving a diverse clientele that includes individual households, institutional clients, and plan sponsors. The firm offers customized investment management and consulting services, utilizing a variety of asset types and strategies tailored to client objectives and risk tolerance.

Hunter Satterfield is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 credential and 17 years of industry experience. He has been with Cain, Watters & Associates, P.L.L.C. since 2007. Outside of his advisory role, Mr. Satterfield has minority ownership interests in Tectonic Financial, Inc. and several related entities that provide services and referrals specific to clients’ business industries. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management primarily to dental healthcare professionals, individual investors, and pension or profit-sharing plan sponsors. The firm combines accounting and tax services with multiple investment programs and a formal affiliation with a banking institution, focusing on a largely non-discretionary asset base.

Christopher Pascuzzi is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 19 years of industry experience. He holds a Series 66 designation and has been with Prospera since 2008, following a one-year tenure at Citigroup Global Markets. Pascuzzi is also the owner and advisor of PSE Wealth Management, an independent financial planning and investment services firm. 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.

Casey Waits is a financial advisor at Prospera Financial Services, Inc. with 31 years of industry experience. He has been with Prospera since 2000. Outside of his advisory role, he serves as Treasurer for a nonprofit organization supporting the Frisco Mayor, with no involvement in financial control or compensation. 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.