Anthony Palasota II is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Advisory Services Network and has held various roles at Fidelity, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing diverse securities and third-party managers to tailor strategies according to clients’ objectives and risk tolerances.

James Webb is a CFP® professional with 33 years of industry experience, currently serving as an advisor at Advisor Resource Council since 2017. Prior to that, he worked at Edward Jones for 14 years. Webb also holds a Series 63 license. Advisor Resource Council is an SEC-registered firm that provides asset management, financial planning, and consulting services to individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with traditional analysis to offer various investment strategies and custom solutions, delivering services through a network of investment adviser representatives.

Lesa Collins is a Series 66 licensed financial advisor with 17 years of industry experience. She has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank before joining Retirement Planners of America, where she has been since 2023. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program serving individuals, high-net-worth clients, and retirement plan participants. The firm emphasizes capital preservation and tactical rebalancing using model portfolios composed mainly of ETFs and mutual funds, with discretion to adjust based on a long-term market signal.

Steve Germany is a financial advisor at BOK Financial Securities, Inc. in Grapevine, TX, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BOK Financial Securities and Bokf, NA since 2007. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and 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 provided by its affiliate, Strategic Investment Advisors.

Linda Mills is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 63 designation and 48 years of industry experience. She has worked at Morgan Stanley and Citigroup Global Markets before joining Advisor Resource Council in 2012. Mills also provides investment advisory services through her own registered investment advisor business affiliated with Advisor Resource Council. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies, supplemented by third-party platforms and sponsored programs to align with client objectives.

James Ryan is a CFP®-certified financial advisor with 33 years of industry experience, currently at Prospera Financial Services, Inc. since 2020. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Ryan also has a rental property business in Leawood, KS, which contributes a minor portion of his annual income. 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 multiple advisory platforms.

James Bussey is a financial advisor at Hilltop Securities Inc. with 10 years of industry experience. He holds the Series 66 designation and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Ameriprise Financial Services. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm employs an open-architecture platform and provides a range of managed account programs alongside fiduciary and consulting services under ERISA arrangements.

Jordan Jensen is a financial advisor at Savvy with six years of industry experience and holds a Series 65 designation. His prior roles include positions at ONE Advisory Partners, Soltis Investment Advisors, CapFinancial Securities, CAPTrust, and Northern Trust. Savvy Advisors provides investment and financial planning services to individuals, trusts, ERISA plan sponsors, charitable organizations, and corporations. The firm emphasizes diversified, index-based investment solutions enhanced by quantitative models and tax-aware strategies, and integrates proprietary and third-party technology with human oversight to support client planning and communications.

Felicia Belcher is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and seven years of industry experience. She has previously worked at JP Morgan Chase and J. Grant & Associates. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, emphasizing retirement income planning through digital and phone channels rather than direct portfolio management.

Shawn Stone is a financial advisor at Retirement Planners of America with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with MMWKM Advisors, LLC since 2014. In addition to his advisory role, he works as an independent insurance agent for various companies. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee investment program. The firm employs an “Invest and Protect” approach focused on capital preservation and tactical rebalancing, utilizing model portfolios composed mainly of ETFs and mutual funds.

Annie Lamm is a financial advisor at Cain, Watters & Associates, LLC with six years of industry experience. She holds a Series 65 credential and has previously worked at KPMG and the University of Mississippi. 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 solutions across multiple platforms and provides specialized services for dental practice transitions and related matters.

Benjamin Dethlefs is a financial advisor with Retirement Planners of America in Plano, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and TD Ameritrade. He is also a passive investor in MedHawk Gunite & Concrete LLC, a company providing concrete services to pool construction firms. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants, using a model-driven “Invest and Protect” approach focused on capital preservation and tactical rebalancing.

Janet Broyles is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses with 42 years of industry experience. She has worked with LPL Financial since 2005 and with Advisor Resource Council since 2013. Broyles also manages the Mamie Whitehurst Humphrey Trust in a fiduciary capacity. Advisor Resource Council serves individuals, retirement plans, charitable organizations, and business entities, providing asset management, financial planning, and consulting services through a network of investment adviser representatives. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies, and supports custom solutions including option-based strategies.

Lauren Roecker 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 PricewaterhouseCoopers. 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 various solutions, including ERISA plan advisory, pooled trust offerings, unified managed accounts, and referrals to tax and accounting specialists.

John Carlisle is a financial advisor at Americana Partners, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Jefferies LLC and Morgan Stanley & Co. Incorporated. Outside of his advisory role, Carlisle is a member and owner of Five Pesos Partners LLC, a ticket brokerage business. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing client consultations and discretionary management, utilizing a range of investment vehicles and strategies.

Matthew Frost is a CFP® with six years of industry experience, currently serving as a financial advisor at Quotient Wealth Partners, LLC. Prior to joining Quotient in 2024, he worked at Astoria Strategic Wealth from 2020 to 2024 and held various roles including positions at Texas Tech University and LexisNexis. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm offers customized financial planning and investment management using diversified, factor-tilted portfolios and tools for held-away account management, supported by a multi-advisor team and partnerships that enhance operational capabilities.

Daniel Garcia is a financial advisor at Merit Financial Advisors in Southlake, TX, holding Series 66 and Series 63 registrations with six years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Charles Schwab & Co., Inc., and Travelex. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm uses a long-term, diversified asset allocation approach with centrally managed portfolios and offers both discretionary and non-discretionary account options.

Ashley Stephenson is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at Parallel Advisors, LLC since 2023 and previously spent two years at Ellevest and seven years at Tolleson Wealth Management. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach using fundamental, technical, and cyclical analysis across multiple asset classes and incorporates technology platforms for tax-efficient rebalancing and held-away account management.

Benjamin Biggs is a financial advisor with SageSpring Wealth Partners in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Raymond James Financial Services in various capacities between 2008 and 2016 before joining SageSpring Wealth Partners, where he has been since 2008. He is also president of Biggs Wealth Team, a support company that assists clients with retirement planning and asset management. SageSpring Wealth Partners serves a diverse client base including individual, institutional, and plan sponsor clients. The firm offers discretionary investment management, financial planning, and consulting services, tailoring portfolios using various asset types and employing both fundamental and technical analysis, combined with multi-team resources and institutional capabilities.

Michael Gomez is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has worked at Prospera since 2005, following prior roles at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets, serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, and access to multiple advisory platforms, combining discretionary and non-discretionary account management with various investment models and third-party managers.