Ronald Staton is a financial advisor with Coppell Advisory Solutions LLC and holds a Series 65 designation. He has 11 years of industry experience and has previously worked at Virtue Capital Management, LLC. He is also president of Staton Financial Group, where he sells life insurance, long-term care insurance, and fixed annuities. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses an open-architecture platform and combines tailor-made asset allocation models with fundamental and technical analysis to implement strategies consistent with client objectives.

Casey Waits is a financial advisor at Prospera Financial Services, Inc. with 31 years of industry experience. He has been with Prospera since 2000. Outside of his advisory role, he serves as Treasurer for a nonprofit organization supporting the Frisco Mayor, with no involvement in financial control or compensation. 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 programs and platforms.

Ralph De Belle is a financial advisor at SageSpring Wealth Partners with a Series 65 credential and one year of industry experience. He previously worked at Charles Schwab & Co., Inc. and Hilltop Securities Inc. Outside of finance, he has experience working in the food service industry at Ifratelli Pizza. SageSpring Wealth Partners serves a diverse client base including individual households and institutional clients such as retirement plans and sovereign wealth funds. The firm offers tailored investment management, financial planning, and consulting services, utilizing a mix of individual securities, funds, alternative investments, and third-party manager relationships.

Ari Baum is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 credentials with 25 years of industry experience. He has been with Prospera Financial Services since 2014. Outside of his advisory role, Baum serves on the finance committee of Magen David Yeshiva, is a board member and treasurer for the Council of Jewish Organizations of Flatbush, and coaches track and field at Yeshiva of Flatbush High School. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Jonas Roos is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC in Dallas, TX. He worked for 14 years at Guidestone Advisors and Guidestone Financial Resources before joining Capital Investment Advisors. Outside of his advisory role, he holds a 50% ownership in an education consulting business, Tricia Roos Consulting LLC, where he does not participate in daily operations. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management and integrated financial planning. The firm utilizes a centralized investment platform with standardized asset-allocation models, actively managed sleeves, and ETF-based portfolios, supported by specialized in-house estate and tax planning resources.

Mark Oswald is a financial advisor with Balefire, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at B/D Compliance Associates, Bridge Capital Associates, AEGIS Financial, and H. Beck, Inc. Outside of advisory work, he serves as a board member of Ozzie's Pitch-22 Foundation, a charitable organization that provides scholarships. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities with discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm uses a team-based investment process featuring core-plus-tactical model portfolios and licensed third-party research to tailor client relationships by risk profile and goals.

John Dix Jr. is a financial advisor at Arax Advisory Partners in Dallas, TX, with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at U.S. Capital Wealth Advisors and USCA Securities LLC. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds, utilizing a combination of internal portfolio management, third-party models, and tailored asset allocation.

Mark Gehlbach is a financial advisor at True North Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with True North Advisors since 2000. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions by providing comprehensive financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach with a focus on value-oriented strategies and organizes portfolios across four Functional Asset Classes: Equities, Fixed Income, Diversifiers, and Private Investments.

Dan Hoey is a financial advisor with Trajan Wealth, L.L.C. holding a Series 65 designation and four years of industry experience. His prior work includes positions at Fisher Investments and Goldman Sachs. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach that incorporates stocks, ETFs, and occasional mutual funds, with portfolios tailored to client-specific factors such as risk tolerance and tax considerations.

Duane Roberts is a CFA® charterholder with 23 years of industry experience. He has been with Dana Investment Advisors, Inc. since 2008. Dana Investment Advisors, Inc. is an independent investment management firm serving individual and institutional clients, including pension plans, high-net-worth individuals, banks, insurance companies, and public-sector entities. The firm offers discretionary and non-discretionary equity and fixed-income portfolio management with an emphasis on relative-value equity selection and fixed-income strategies focused on income and credit quality, incorporating ESG screening and client-directed social or faith-based exclusions.

Kris Maksimovich is a financial advisor at Merit Financial Advisors with 25 years of industry experience. He previously worked at Global Wealth Advisors and Commonwealth Financial Network from 2008 to 2025 before joining Merit Financial Group. Outside of his advisory work, Maksimovich owns KTM Vans, LLC, which holds a sprinter van used for sports-related travel and remote work. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach utilizing model portfolios and modular sleeves that advisors can tailor through various investment vehicles, with oversight from a central Investment Management team and committee.

Brendren Austin is a financial advisor at Cain, Watters & Associates, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at PriceWaterHouseCoopers from 2014 to 2021. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and trustees or plan sponsors of pension and profit-sharing plans. The firm also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Nelson Kamimura is a financial advisor at USAA Investment Services Company with 15 years of industry experience. He holds a Series 66 designation and has worked in various roles within USAA, including positions at USAA Life Insurance Company and USAA Financial Advisors Inc. 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 a Retirement Income Strategy Report and facilitates client referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Sharran Hood is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. Prior to joining First Advisors National, Hood worked at Primerica Advisors for five years and has been involved with Primerica Financial Services for over a decade. Outside of advisory work, Hood is engaged in independent sales of insurance products. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and combines tactical and strategic investment approaches with fundamental analysis for supplemental security recommendations.

Angela Raley is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior roles include positions at Hilltop Securities Inc., BBVA Securities Inc., and JPMorgan Securities LLC. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual investors, corporations, retirement plans, government agencies, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by an affiliated advisory firm.

Andrew Seale is a financial advisor at Merit Financial Advisors with a Series 65 designation and one year of industry experience. He previously worked at PwC and studied at Texas A&M University. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across 144 advisors and serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm applies a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Paul Benge is a financial advisor with Advisor Resource Council in Dallas, TX. He holds Series 63 and Series 65 credentials and has 40 years of industry experience. Since 2016, he has been associated with both Advisor Resource Council and LPL Financial. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises with asset management, financial planning, and retirement plan consulting. The firm employs AI-driven model portfolios combined with fundamental analysis and offers a range of investment strategies tailored to different account sizes and client needs.

Cole Staton is a financial advisor at Coppell Advisory Solutions LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Virtue Capital Management and C&M Financial Group, where he also serves as owner of an advisory and insurance business. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm utilizes an open-architecture platform with tailored investment strategies and a broad range of investment tools, managing over $1 billion in client assets.

Christopher Wigington is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Manarin Investment Counsel Ltd, and Securities America Advisors, Inc. He has been with Prospera Financial Services since 2014. 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 businesses, offering financial planning, portfolio management, and access to multiple advisory platforms.

Charles Love is a financial advisor at Financial Gravity Family Office Services, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Sterling Hawthorne Wealth Management LLC, Sterling Hawthorne Group LLC, and Love Myles Group LLC. Outside of his advisory role, he is also engaged in insurance-related activities as an independent agent for Financial Gravity Enhanced Markets, LLC. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and frequently incorporates third-party sub-advisors and model portfolios in its investment approach.