Jason Fletcher is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Level Four Advisory Services. His prior roles include positions at Good Life Advisors and LPL Financial. In addition to his advisory work, he provides tax preparation services through a separate business. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and public entities. The firm offers financial planning, asset and portfolio management, retirement plan consulting, and fiduciary services, utilizing model portfolios and a range of third-party platform solutions.

Tristan Bishop is a CFP® professional affiliated with Grimes & Company and has two years of industry experience. Before joining Grimes & Company, he worked at Lido Advisors and Third Act Wealth Management, among other firms. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, and government entities. The firm builds customized investment strategies using proprietary research, various fund types, and both affiliated and unaffiliated private funds.

Robert Britt is a Series 65-licensed advisor with Level Four Advisory Services in Dallas, TX, where he has worked since 2016. He has 12 years of industry experience and also holds a long-term role at The Insurance Group. Britt serves as Director of Advanced Planning at Level Four Insurance Agency. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and various platform options, including affiliated and third-party sub-advisors.

James Hines is a financial advisor with Prospera Financial Services, Inc. in Dallas, Texas, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Prospera since 2011, following earlier roles at Chase Investment Services Corp. and Wamu Investments, Inc. Outside of his advisory work, Mr. Hines serves as Treasurer of Trail Life Troop 22 and volunteers at Beat Creek Bible Church Evergreen Ministry. Prospera Financial Services is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities through financial planning, portfolio management, and access to various advisory programs and platforms.

Charles Seigler Jr. is a CFP® with 21 years of industry experience, currently serving clients at Prospera Financial Services, Inc. since 2016. Prior to joining Prospera, he worked at Capital Guardian Wealth Management, LLC for eight years and Mass Mutual Investors Services for two years. 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 platforms and programs.

Brian Dominguez is a financial advisor at USAA Investment Services Company with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for two years. Before entering the financial industry, he worked in automotive sales and the restaurant business. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers guidance on retirement savings, asset allocation, risk tolerance, and income planning, and refers clients to third-party broker-dealers or advisers for investment accounts.

Curtis Stephens is a financial advisor with Coppell Advisory Solutions LLC in Dallas, TX, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Peak Brokerage Services, Capital Advisor Network, and Center Street Securities. Stephens serves as a board member for Madison County, Illinois, participating in local government decision-making. Fusion Investment Advisors, operating under Coppell Advisory Solutions LLC, provides discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages over $1.1 billion in assets using an open-architecture platform with tailored investment strategies and a broad range of investment tools.

Jonathan Rawlings is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Prospera Financial Services, Inc. in Dallas, TX. His prior roles include positions at Hilltop Securities, Cetera Advisor Networks, United Capital Financial Advisers, Girard Securities, Wells Fargo Advisors, and BOK Financial Securities. 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 various advisory programs and platforms.

Ethan Woods is a financial advisor at Soltis Investment Advisors, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fisher Investments, Wells Fargo Clearing, Purshe Kaplan Sterling Investments, and AXA Advisors. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans, managing approximately $13 billion in client assets. The firm employs a Modern Portfolio Theory-based investment process combining quantitative screening and qualitative manager due diligence, and offers a distinctive client communications program including quarterly reviews, market commentary, and client conferences.

Michael Young is a financial advisor with Integrated Advisors Network LLC in Dallas, TX, holding Series 63 and Series 65 designations and over 31 years of industry experience. His prior roles include positions at Specialized Advisors, LLC, Mission Institutional Advisors, First Financial Equity Corporation, AEP Wealth Management LLC, and Compliance Works Inc. Outside of his advisory work, he serves as the managing member of SPARK, PHILLIPS & WYLER, LLC, a holding company. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a variety of investment approaches and often utilizes third-party sub-advisers while providing ongoing portfolio oversight and rebalancing.

Jacob Rothenberg is a financial advisor at Procyon with Series 65 and Series 66 licenses and two years of industry experience. His prior roles include positions at Oliver LaGore VanValin Investment Group, Inc. and Bank of America, where he worked for ten years. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base that includes individuals, high-net-worth families, trusts, businesses, retirement plans, registered investment advisors, pooled investment vehicles, and certain state and municipal government clients. The firm manages approximately $9.2 billion in assets, using a mix of discretionary and predominantly non-discretionary management strategies based on fundamental analysis, and offers services as a private fund adviser as well as portfolio management for pooled vehicles.

Eunice Armstrong is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 19 years of industry experience. She has been with USAA and its affiliated entities since 2013. Outside of advising, she works as a mobile notary signing agent, operates a travel consulting business, and is involved in guest services at a local spa. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the public. The firm does not manage client assets but supports clients through retirement income planning and refers investment accounts to Charles Schwab.

Benjamin Shae is a CFP®-certified financial advisor with 16 years of industry experience. He has been with Lee Financial Corporation since 2009 and holds a Series 65 license. Lee Financial Company, LLC provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based approach using its WholeVision™ planning framework and manages tailored portfolios that may include a variety of investment vehicles, while also serving as General Partner and Investment Manager for several affiliated private partnerships.

Jaze Randolph is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Cain, Watters & Associates, he worked at Eide Bailly and The Runaway Train and was affiliated with Howard Payne University. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension and profit-sharing plan sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Mariela Ponce Gomez is a financial advisor at Hilltop Securities Inc. with two years of industry experience. She holds the Series 66 designation and previously worked at BBVA Securities Inc., BBVA Compass Insurance Agency, and COMPASS Bank from 2015 to 2021. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of managed account programs and retirement-plan fiduciary services through an open-architecture platform, with a distinctive custody capability and access to diverse investment strategies.

Michael Campbell is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding a Series 63 designation with 45 years of industry experience. He has been with Hilltop Securities since 2009. 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 portfolio management programs and fiduciary retirement-plan consulting through an open-architecture platform incorporating multiple adviser-managed and model-based investment solutions.

Kiley Bratton is a financial advisor at Cain, Watters & Associates, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at KPMG and Texas Christian University. Cain, Watters & Associates, LLC provides financial planning, retirement planning, and investment management primarily for individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers a range of services including ERISA plan advisory, pooled trust offerings, unified managed accounts, and donor-advised fund management, utilizing both discretionary and non-discretionary investment solutions across multiple platforms.

Stanley Smrke is a financial advisor at Realta Investment Advisors, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked with firms including International Assets Advisory, LLC and Transamerica Financial Advisors, Inc. In addition to his advisory role, he serves as Executive Vice President at Montego Minerals LLC, where he is involved in raising capital for investment funds in the oil and gas sector. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice through comprehensive advisor interviews and implements strategies using diversified asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments.

Colin Thomas is a financial advisor with BOK Financial Securities, Inc. He holds a Series 66 designation and recently began his advisory career in 2026. Prior to this, he spent nine years at Textron Aviation. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm provides non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, alongside financial planning and consulting.

Scott Heinila is a financial advisor at Axxcess Wealth Management, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Center Street Securities, Inc. and Retirement Investment Advisors Inc. Outside of his advisory role, he serves as a board member for Meals on Wheels Orange County. Axxcess Wealth Management provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm emphasizes customized, multi-asset portfolios and offers a formal TAMP platform with consolidated reporting and oversight of multiple managers.