Todd Simmons is a financial advisor with LPL Financial based in Mansfield, TX, holding Series 63 and 66 licenses and bringing 25 years of industry experience. He has served as an investment advisor through Advisor Resource Council since 2015. Simmons is also a member of the City Council in Mansfield, TX. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

David Abdulky is a financial advisor at Momentum Independent Network Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SWS Financial Services Inc. since 2003. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing third-party managers and integrated platforms to deliver customized investment solutions.

Anil Kumar is a financial advisor with USAA Investment Services Company, holding Series 65 and Series 63 licenses and bringing four years of industry experience. His prior roles include positions at NYLife Securities LLC and Fisher Investments. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, delivering Retirement Income Strategy Reports and facilitating referrals to third-party advisers rather than managing client assets directly.

Christopher Bredeson is a financial advisor at CX Institutional, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments for 12 years before joining CX Institutional in 2024. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and offers specialized strategy portfolios including ESG and blockchain options.

Gerald Dietz is a financial advisor with Cape Investment Advisory, Inc. in Addison, TX, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at American Global Wealth Management, Cape Securities, Inc., and Keystone Capital Corporation. He also serves as an adjunct instructor at Richland College. Cape Investment Advisory, Inc. serves individuals, businesses, and various entities with discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers. The firm emphasizes personalized asset allocation plans based on clients’ financial situations, objectives, and risk tolerance.

John Allen Jr. is a financial advisor with Hilltop Securities Inc. in Plano, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at PNC Investments, BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., Compass Bank, and TD Ameritrade. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm offers a range of managed account programs through an open-architecture platform and features custody capabilities and co-advisory municipal bond strategies that distinguish its operational approach.

Pankaj Udeshi is a financial advisor at Advisor Resource Council with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Guardian Life Insurance Company of America, and Park Avenue Securities. Outside of his primary role, he maintains a non-variable insurance business. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and consulting services. The firm utilizes AI-driven model portfolios alongside traditional fundamental analysis, providing customized investment strategies tailored to various account sizes and client needs.

Steven Cain is a financial advisor at Cain, Watters & Associates, LLC with 26 years of industry experience. He holds a Series 65 credential and has been with the firm since 2008. Cain has minority ownership interests in Tectonic Financial, Inc., a publicly traded entity with several financial industry affiliates, as well as ownership stakes in three related service entities focused on client business referrals, all based within the firm’s Plano headquarters. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management primarily to dental healthcare professionals, individual investors, and pension plan sponsors. The firm combines multiple investment programs with accounting and tax services, operating a distinctive model through its affiliation with a banking institution and related financial entities.

Kathleen Gerhardt is a financial advisor at Prospera Financial Services, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with Prospera since 2008. Prior to that, she has been self-employed since 1994. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across about 207 advisors and offers a range of investment advisory and financial planning services using multiple delivery platforms and customizable portfolio management.

Scott Barth is a financial advisor with Secure Asset Management, L.L.C., holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. for 12 years. Outside of his advisory role, Barth serves on the board of directors for Staton Oaks HOA and owns a holding company for St. Croix Cellars, a winery, which requires approximately five hours of weekly involvement. Secure Asset Management, L.L.C. serves individual clients ranging from non‑high-net-worth to high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analyses, often utilizing third-party money managers and trading signals, and manages held-away employer accounts through a third-party platform.

Tyler Kumar is a CFP® with six years of industry experience currently with Quotient Wealth Partners, LLC. His prior roles include positions at BIP Alliance, LLC, The Money Advisor Group, LLC, and The Vanguard Group, Inc. Outside of financial advising, he was involved with Liquor Til' 9 for several years. Quotient Wealth Partners, a multi-advisor firm with 26 advisors, provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion and employs diversified investment strategies incorporating ETFs, equities, fixed income, alternatives, and third-party managers.

John Garcia is a financial advisor at Concurrent Investment Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 15 years before joining Raymond James Financial Services and later Concurrent Investment Advisors. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in assets through a long-term, customized investment approach that includes ETFs, mutual funds, individual securities, and alternative investments.

Sally Jilek is a financial advisor with CX Institutional, LLC, holding Series 65 and Series 63 licenses and 20 years of industry experience. Her prior roles include positions at BFS Advisory Group, LPL Insurance Associates, and Retirement Advisors of America/Allworth Financial. Outside of financial advising, she is involved with Christy M Boutique, a retail business based in Dallas, TX. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis, and offers specialized strategies including exposure to cryptocurrency and thematic portfolios such as artificial intelligence and blockchain.

Charles Rey is a financial advisor with Level Four Advisory Services who holds a Series 66 credential and has three years of industry experience. His prior work includes roles at Morgan Stanley and Corient. Outside of finance, he has been involved in music as a performer and currently serves as a church worship director. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and a diverse client base. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a range of affiliated and third-party management options.

Nathan Mateer is a CFP® professional with six years of industry experience, currently affiliated with Advisor Resource Council. His career includes roles at Generations Financial Management and prior experience at Louisiana State University, the Austin Institute for the Study of Family and Culture, and Baylor University. Mateer is also licensed as a life insurance agent. Advisor Resource Council serves a diverse client base including individuals, families, and business enterprises, offering asset management, financial planning, and retirement consulting. The firm’s investment approach combines AI-driven model portfolios with traditional analysis and includes services such as estate-planning coordination through external legal professionals.

Darrah Lay is a financial advisor with Avantax Planning Partners, Inc., holding Series 63 and Series 65 credentials and has 16 years of industry experience. Prior to joining Avantax Planning Partners in 2022, Lay worked at Charles Schwab and Cetera Wealth Services. Outside of advisory work, Lay serves as Territory Director for The Lay Collective, LLC, a local magazine focused on marketing to new home buyers. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, often through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and offers discretionary portfolio management with tax-intelligent overlays, operating within a larger corporate group that includes affiliated broker-dealer and pension consulting entities.

James Mueller is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Fidelity Investments. He also worked in public health and education sectors and has been involved with the Metroplex Christian Hockey Association for nearly a decade. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through over 200 advisors and offers a range of investment advisory and financial planning services across multiple delivery platforms.

Natalie Chandler is a CFP® and holds a Series 66 designation with 22 years of industry experience. She is currently with Retirement Planners of America and has worked at MMWKM Advisors, LLC for 14 years. In addition to her advisory role, she is an independent insurance agent. 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 emphasizes capital preservation and tactical rebalancing using model portfolios and maintains discretionary authority to adjust asset allocations defensively.

Kevin Marsh is a financial advisor with Calton & Associates, Inc. in Coppell, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Calton & Associates since 2013 and is also a partner in Bear Marsh, LLC, a holding company focused on acquiring financial institutions. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both commissionable brokerage and insurance products alongside discretionary and non-discretionary investment management through various program structures and analytic approaches.

Matthew Shores is a financial advisor with Merit Financial Advisors in Frisco, TX, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at PKS Investments, Stratos Wealth Partners, Lifestyle Planning Solutions, LPL Financial, and The Botsford Group. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across 144 advisors, serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and tailored strategies, overseen by a central Investment Management team and Investment Committee.