Douglas Heagren is a CFP® professional with 21 years of industry experience. He has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2014 and previously worked at LPL Financial and Ameriprise. He is involved in educational financial consulting and business administration through multiple ventures, including Beacon Summit Wealth Management and Prop 3 Partners. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm integrates artificial intelligence with traditional fundamental analysis to offer a range of model and separately managed account strategies, alongside custom solutions such as option-based strategies, supported by a network of investment adviser representatives.

David Martin is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2012, LPL Financial since 2011, and Equitable Advisors from 2001 to 2011. Outside of advisory work, he is involved with an internet business, Temojo, LLC. Advisor Resource Council is an SEC-registered advisory firm serving individuals, retirement plans, charitable organizations, and businesses. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies and provides customized investment solutions, including option-based strategies, through a network of investment adviser representatives.

Elijah Focht is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 registrations and one year of industry experience. His prior roles include positions at LPL Financial and Northwestern Mutual, as well as experience outside finance with businesses such as Foundry Coffeehouse. He provides administrative support to Advisor Resource Council as part of his business activities. Advisor Resource Council is an SEC-registered advisory firm serving individuals—including high net worth clients—retirement plans, charitable organizations, and business entities. The firm employs a combination of artificial intelligence and traditional fundamental analysis in its investment process and offers a range of model and separately managed account strategies alongside third-party platform solutions.

Jo Anna Dossman is a financial advisor at Retirement Planners of America with 20 years of industry experience. She holds the Series 66 designation and previously worked at firms including Concourse Financial Group Securities and AIG Capital Services. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program for individuals, high-net-worth clients, and retirement plan participants. The firm employs an "Invest and Protect" approach focusing on capital preservation and tactical rebalancing using model portfolios and discretionary authority.

Guy Jones is a CFP® with 42 years of industry experience, currently serving at BFC PLANNING, Inc. since 2012. He has a long tenure in financial services, including roles at Securities Management & Research, Inc. and American National Insurance dating back to the early 1980s. Outside of advisory work, he is president of G&L Concepts, managing sales representatives and personal insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional clients through approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and sub-advisory services, utilizing various platforms and strategies tailored by individual advisers.

Stephen Ferrell is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Advisor Resource Council since 2013 and has worked at LPL Financial since 2011. Outside of advisory services, he is a partner and business owner of Carpe Via Travel, a travel agency. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with fundamental analysis to create model and separately managed account strategies and offers customized solutions, including option-based strategies, through a network of investment adviser representatives.

Jordan Roach is a financial advisor with Retirement Planners of America, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at MMWKM Advisors, Black Knight Wealth Management, Eagle Strategies, and New York Life. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants. The firm emphasizes capital preservation and tactical rebalancing through model portfolios, using a quantitatively based market signal while maintaining discretionary trading authority.

Laura Lamar is a financial advisor at Cain, Watters & Associates, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Ernst & Young LLP and Texas Security Bank. Laura also spent several years in full-time education prior to her advisory career. Cain, Watters & Associates, LLC provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, individuals, trustees, and plan sponsors. The firm offers comprehensive financial planning, ERISA plan advisory, pooled trust offerings, and managed account solutions, utilizing both discretionary and non-discretionary strategies supported by affiliated banking and accounting entities.

Lori Clem is a financial advisor at BFC Planning, Inc. with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Berthel Fisher & Company Financial Services, Inc., Williams Financial Group, and Northstar Securities, Inc. Outside of her advisory role, Clem is involved in several business ventures, including operating a pet care center and pet cemetery, serving on the board of the Weatherby Foundation, and participating in property development projects. BFC Planning, Inc. serves a diverse client base including individuals, corporations, trusts, and pension plans through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to various third-party managers, employing a range of investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

Ryan Mcenerney is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with The Oak Ridge Financial Services Group since 2014. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including high-net-worth households. The firm offers portfolio management, financial planning, and access to third-party managers and platform solutions.

Blaine Malcolm is a CFP® professional with 26 years of industry experience. He is currently with Merit Financial Advisors and has previously worked at firms including Purshe Kaplan Sterling Investments, Stratos Wealth Partners, LPL Financial, and Charles Schwab. Blaine is also a licensed insurance agent providing insurance advice in addition to financial planning. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach managed through centrally overseen model portfolios and utilizes both internal and third-party sub-advisers, supporting discretionary and non-discretionary accounts.

Chad Wood is a financial advisor at BOK Financial Securities, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities, LLC and TIAA-CREF. BOK Financial Advisors 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 quantitative and qualitative research with model strategies ranging from income-oriented to ESG-focused approaches.

Thomas Pace is a financial advisor with Retirement Planners of America in Plano, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with MMWKM Advisors, LLC for the past decade. He is also an independent insurance agent. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program for individuals, high-net-worth clients, and retirement plan participants. The firm uses an “Invest and Protect” approach focused on capital preservation and tactical rebalancing, employing model portfolios largely composed of ETFs and mutual funds while maintaining discretionary trading authority.

Matthew Middleton is a financial advisor at Advisor Resource Council with a Series 65 credential and five years of industry experience. Prior to his current role, he held positions at LPL Financial and worked in hospitality, including bartending at The Colony Wine Bar. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with traditional fundamental analysis to deliver model and custom investment strategies through a network of advisers.

Shaun Aguilar is a financial advisor with Trajan Wealth, L.L.C. in Frisco, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Trajan Wealth, he worked at Transamerica Financial Advisors, Inc. for five years and has a decade of experience with World Financial Group, Inc. He also acts as an insurance agent, dedicating part of his time to selling fixed indexed annuities. Trajan Wealth serves individuals and institutions including high-net-worth clients, trusts, and retirement plans, managing approximately $2.6 billion in assets. The firm employs a long-term, disciplined investment approach utilizing stocks, ETFs, and occasional mutual funds, with portfolios customized to clients’ specific needs and circumstances.

Aaron Rosenthal is a financial advisor with Cain, Watters & Associates, LLC who holds the Series 65 designation and has two years of industry experience. Prior to joining Cain, Watters & Associates, he worked at Deloitte and held various roles including positions at Arvest Bank and the University of Central Arkansas. Cain, Watters & Associates, LLC 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 both discretionary and non-discretionary investment solutions and incorporates affiliated banking and accounting resources into its service offerings.

Bobi Williams is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and bringing 21 years of industry experience. She has held various roles within USAA-affiliated entities since 2014, including positions at USAA Life Insurance Company and USAA Financial Planning Services. 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 delivers Retirement Income Strategy Reports and facilitates referrals to third-party broker-dealers and advisers, operating mainly as a referral intermediary without managing client assets.

Mark Theall is a financial advisor with Soltis Investment Advisors, LLC in Southlake, TX. He holds Series 63 and Series 66 licenses and has three years of industry experience, including previous roles at Zable Freeman and Fidelity Investments. His background also includes several years in education and swim team management. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base that includes individuals, institutions, trusts, and retirement plans. The firm employs a Modern Portfolio Theory-based investment approach combined with quantitative and qualitative manager analysis and offers a range of investment products and ongoing client communications.

Zachary Beckerley is a CFP® with 17 years of industry experience, currently with Merit Financial Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Stratos Wealth Partners. He serves on the board of Mazie's Mission, a nonprofit organization. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm offers asset management, financial planning, and retirement plan consulting through a network of investment adviser representatives and employs a long-term, diversified asset allocation approach supported by an internal investment management team and third-party managers.

David York is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with various USAA entities since 2014, including USAA Life Insurance Company and USAA Financial Planning Services. Outside of his advisory role, he is involved in property ownership as a landlord. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products, operating primarily as a retirement-advice intermediary rather than a portfolio manager.