Richard Williamson is a financial advisor with Tucker Asset Management LLC in Richardson, TX, holding Series 63 and Series 65 designations and having 20 years of industry experience. His prior experience includes roles at Lasalle St. Securities, L.L.C. and his own firm, Williamson Financial. He is also involved in the sale of life insurance and fixed annuities through a separate business. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, and financial planning. The firm employs a top-down, macroeconomic asset-allocation approach and integrates alternative investments, including private and non-liquid options, into its portfolios.

Daniel Collins is a financial advisor at Hilltop Securities Inc. with 37 years of industry experience. He holds a Series 63 designation and has previously worked at PNC Investments, BBVA Securities Inc., BBVA Wealth Solutions Inc., and COMPASS Bank. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of portfolio management programs and fiduciary services through an open-architecture platform.

Dennis Jackson is a CFP® and ChFC® with 29 years of experience in the financial services industry. He is currently affiliated with Advisor Resource Council and has previously worked at Edward D. Jones & Co., L.P., Level Four Advisory Services, and LPL Financial. Based in Dallas, TX, Jackson also manages Jackson Wealth Management LLC. Advisor Resource Council is an SEC-registered firm that serves individuals, retirement plans, charitable organizations, and business entities through a network of investment adviser representatives. The firm employs a combination of artificial intelligence tools and fundamental analysis to offer customized portfolio strategies, including model and separately managed accounts under its AIQ platform, as well as option-based strategies for eligible clients.

Shun Yang Wang is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, holding a Series 65 designation with two years of industry experience. He has been with Cain, Watters & Associates since 2016. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers a range of solutions including discretionary and non-discretionary investment management, ERISA plan advisory, and specialized services for dental practice transitions.

Nicole Gilbert is a financial advisor with BOK Financial Securities, Inc. in Plano, TX. She holds Series 63 and Series 65 licenses and has 32 years of industry experience, including 20 years with BOK Financial Securities and its affiliated bank, Bokf, NA. Outside of her advisory role, she is an owner of a private property business. BOK Financial Securities serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining research-driven asset allocation with a range of model strategies.

Hasan Hoke is a CFP® and ChFC® with 14 years of industry experience. He currently works at Procyon and has previously held positions at New York Life and its affiliated entities. Procyon provides investment management, financial planning, retirement-plan advisory, and institutional consulting services to a diverse client base that includes individuals, high-net-worth families, trusts, businesses, retirement plans, pooled investment vehicles, and government clients. The firm manages approximately $9.2 billion in client assets, employing both discretionary and primarily non-discretionary strategies using mutual funds, ETFs, individual equities, and fixed income, combined with internal portfolio construction and access to independent managers.

Titilope Jinadu is a financial advisor at Ally Invest Advisors with four years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JP Morgan Chase for twelve years. Outside of finance, she is the managing member of Joleebel Hair LLC, a business focused on vendor relationships and product testing. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, providing discretionary portfolio management through automated services and advisor-led guidance. The firm employs a Modern Portfolio Theory-based investment process using primarily ETFs across various risk tiers and strategy variants, supported by digital and automated portfolio management tools.

Daniel Lancaster is a CFP® and CFA® with 11 years of industry experience. He currently works at Advisors Capital Management, LLC and has previous experience at Fisher Investments and Ameriprise Financial Services. He is also involved with Lancity Enterprises, LLC, operating as The Wealth Expedition. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, providing discretionary portfolio management through customized accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection across equity, fixed-income, and tactical approaches, managing over $8 billion in assets for approximately 17,800 clients.

Alex Stowe Jr. is a CFP® professional with 25 years of experience in financial advising. He currently works at Avior Wealth Management, LLC and previously managed his own practice, Stowe Planning, L.L.C., for 22 years. Avior Wealth Management serves a diverse client base, including high-net-worth individuals, institutions, and corporations, offering investment management, financial planning, pension consulting, and business consulting services. The firm employs a fundamental analysis investment approach with a combination of direct portfolio management and separately managed accounts.

Philippe Thomas is a financial advisor at USAA Investment Services Company with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, Merrill, and Northwestern Mutual. Thomas serves as a Sergeant and Aircraft Mechanic Supervisor with the U.S. Marine Corps Aviation Unit VMGR 234 in Fort Worth, Texas. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, offering Retirement Income Strategy Reports and facilitating referrals rather than managing client assets directly.

Alessandro Ugge is a financial advisor at BOK Financial Securities, Inc. with 13 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Bank of America, Merrill, and BBVA-related entities. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions such as municipalities and government agencies. The firm provides non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client contact with research and asset allocation from its Strategic Investment Advisors.

Gerald Robinson is a financial advisor with Advisor Resource Council based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at 360 Wealth Management, LPL Financial, Merrill, and UBS Financial Services. He serves as president and board member of the Flower Mound Rotary Club. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies and custom solutions, and advisors utilize multiple third-party platforms to tailor investments to client needs.

Curtis Ladd is a CFP® certificant with 40 years of industry experience. He is affiliated with Diversify Advisory Services, LLC and has prior experience at DFPG Investments, Inc. and First Financial Center of Dallas, where he is also involved in insurance sales. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management strategies and flexible fee arrangements.

Mathew Welsh is a CFP® professional with 19 years of experience in the financial services industry. He has worked with Advisor Resource Council and LPL Financial since 2014 and previously spent nine years at Outdoor World Bass Pro Shops. He is based in Dallas, TX. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and businesses. The firm combines artificial intelligence tools with traditional fundamental analysis to manage portfolios through its AIQ platform and offers custom investment solutions tailored to client needs.

Yanyi Tang is a financial advisor at Van Clemens Wealth Management, LLC with two years of industry experience. They hold a Series 66 designation and have worked at multiple firms including Equitable Advisors, LLC and MCM CPAs. Outside of advisory work, Tang owns Scheng Insurance Agency, providing commercial insurance, and operates an online jewelry sales business through Blue Island LLC. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios based on clients’ objectives, risk tolerance, and time horizon, utilizing a mix of modern portfolio theory, fundamental and technical analysis, and access to over 500 third-party managers across various platforms.

Shahmeen Khan is a financial advisor at Meridian Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Southport Capital, Comerica Bank, and Wells Fargo. Meridian Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services using a network model that includes both employees and independent contractors.

Keaton Burke is a financial advisor at EverSource Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 credential and has worked previously at Oliver LaGore VanValin Investment Group, Inc. and CFG Advisors LLC. Outside of advising, he owns and manages two real estate holding companies where he oversees property management and cash flows. EverSource Wealth Advisors serves individual and institutional clients including families, estates, trusts, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services through multiple investment programs and a private markets platform, focusing on tailored client profiling and operational due diligence.

Adam Lucart is a Series 66-licensed financial advisor with eight years of industry experience. He currently works at Principal Advised Services in Corinth, TX, and has prior experience at Charles Schwab & Co., Inc. and Fidelity Brokerage Services, LLC. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. As part of the Principal Financial Group family, the firm combines proprietary models and third-party methodologies to deliver advice supported by dedicated governance and supervision teams.

Richard Bennett is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior experience includes Edward Jones and LPL Financial. He is involved in non-variable insurance sales and tax preparation activities outside of his advisory work. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities with asset management and consulting services. The firm uses a combination of artificial intelligence and fundamental analysis to manage portfolios through its AIQ platform and offers custom investment solutions alongside third-party program options.

Matthew Huddleston is a financial advisor at Zacks Investment Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Retirement Solutions LLC and Fisher Investments. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, and institutional clients, while also serving as portfolio manager to mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across a variety of strategies and offers retail wealth management, alternative investments, and model portfolios.