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.

Adam Farag is a CFP® affiliated with Forvis Mazars Wealth Advisors, LLC, based in Fort Worth, TX. He joined the firm in 2023 after previous experience at Kohls and as a student at Texas A&M University. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, consulting, and retirement plan services. The firm employs a customized investment approach that integrates active and passive strategies, tax considerations, and diversification, and operates as a subsidiary of a national accounting and professional services firm.

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.

David Yarbrough is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Prospera Financial Services since 2000. Prospera Financial Services is a multi-team advisory firm with 271 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities through financial planning, portfolio management, and access to multiple advisory programs and platforms.

Nicholas Lorenzoni is a financial advisor at Stephens with a Series 66 license and two years of industry experience. His prior roles include positions at Black Diamond Mergers & Acquisitions, Corner Capital Partners, and Tyson Foods. Outside of finance, he was involved with Do College Better and the Front Burner Society - Mexican Sugar. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory services and combines bottom-up equity research with committee-driven asset allocation while also providing brokerage, investment banking, custody, and municipal advisory services.

Richard Megica Jr. is a CFP® and ChFC® with 23 years of industry experience. He has worked at The Mather Group, LLC since 2016 and previously held positions at Charles Schwab and Fidelity. He is based in Dallas, TX. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with multiple risk-based allocation models and tax-synchronized portfolio construction, incorporating customization and AI-assisted tools with human oversight.

William Skelton is a Series 66-licensed financial advisor with Hilltop Securities Inc. in Dallas, TX, where he has worked since 2009. He has 25 years of industry experience. Outside of his advisory role, he serves as Finance Chair on the Board of Directors for Friends of the University Park Library and is Chairman of the City of University Parks Parks Committee. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs on an open-architecture platform and sponsors municipal bond strategies co-advised by Franklin Templeton Group, LLC.

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.

Thomas Clark is a financial advisor at Grimes & Company with 11 years of industry experience. He holds the Series 66 designation and has worked previously at JP Morgan Securities LLC and TD Ameritrade. Outside of his advisory role, Clark serves as President and Pastor at Oak Stone Christian Church. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm uses proprietary research to build customized investment strategies across a variety of securities and also acts as a sub-adviser to other investment advisers.

Scott Frantz is a CFA® charterholder and holds the Series 66 license, with 11 years of industry experience. He currently works at United Capital Financial Advisors and previously held roles at Capital Advisors, Inc., PricewaterhouseCoopers, LLC, and Merrill. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers customized asset allocation strategies and operates a technology platform that supports independent advisors and a broad affiliate network.

Mark Cameron is a financial advisor with Quartz Partners Investment Management in Las Colinas, TX, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. His career includes roles at Merrill, Charles Schwab, and Prudential Equity Group, among others. He is involved with David Dyke Fine Art as a referral source, referring potential buyers to the business. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries, providing model-based investment management through separately managed accounts, model portfolios, a digital investing platform, and advisory services. The firm’s investment approach combines top-down macro analysis and bottom-up stock selection, with ongoing portfolio monitoring and rebalancing by an investment committee.

Steven Etoch is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Stephens in Dallas, TX. His career includes prior roles at Morgan Stanley and Direct Access Capital before joining Stephens. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, offering services to individuals, retirement plans, foundations, corporations, and institutional clients. The firm provides a range of advisory programs combining bottom-up equity research with committee-driven asset allocation, and it operates as a dually registered broker-dealer and investment bank with additional municipal advisory and pension trust services.

Jai Doshi is a financial advisor with Calton & Associates, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Calton & Associates since 2006 and previously worked at Choice Investments, Inc. Doshi serves as a director on the board of the Fort Worth Lions Club, a local civic organization. Calton & Associates is a multi-team registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing various investment approaches and overseeing third-party money managers through formal due diligence processes.

Joseph Eichmann is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Southlake, TX, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Virtus LLC, Triad Advisors, Alera Investment Advisors, Securian Financial Services, Minnesota Life Insurance Company, and GCG Financial. Eichmann is also a licensed agent assisting clients with life, accident, and health insurance options as part of the financial planning process. Intellicents Investment Solutions serves retirement plan sponsors, third-party administrators, and individual clients among others, offering ERISA consulting, HSA consulting, wealth management, and a wrap fee program. The firm’s investment approach emphasizes long-term, buy-and-hold strategies with oversight by a CFA-designated Chief Investment Officer.

Karen Spence is a financial advisor at Great Valley Advisor Group, LLC with 18 years of industry experience. She holds the Series 66 designation and has previous experience with Good Life Advisors, LLC, Level Four Advisory Services, LPL Financial, and VSR Financial Services, Inc. Outside of her advisory role, she has a small business entity, Team Spence, Inc., used for tax and investment purposes. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a range of in-house strategies and third-party managers with ongoing due diligence and portfolio oversight.

John Wilkinson is a financial advisor with Wedbush Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. His prior firms include Ameriprise, Morgan Keegan & Company, LLC, and Wells Fargo Clearing. He serves as a director on the board of the Ted Nash Long Life Foundation, a private foundation in Waco, TX. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a wide range of services including wealth management, fixed income, commodities, and institutional research, with customized portfolio management and operational capabilities such as custodial, clearing, and prime services.

Ashley Hodge is a CFP® professional with over 32 years of experience in the financial industry. She has worked at firms including LPL Financial, UBS Financial Services, and FWPAM, L.L.C., and has been with Advisor Resource Council since 2019. Outside of her advisory work, she operates a Baylor fan website, sicem365.com. Advisor Resource Council is an SEC-registered adviser 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 custom solutions, delivering services through a network of investment adviser representatives.

Maritess Bott is a financial advisor at Integrity Advisory Solutions with nine years of industry experience. She holds a Series 65 credential and has worked previously at Abundance Financial Coaching, LLC and Panache Financial, Ltd. Bott is also president and attorney at Bott & Associates, LTD, providing estate planning, probate, trust administration, and elder law services. Integrity Advisory Solutions serves individuals, trusts, estates, and business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing various investment strategies and leveraging third-party platforms.

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.

Mason Carrico is a financial advisor with Stephens in Dallas, TX, holding a Series 66 designation and eight years of industry experience. He has been with Stephens since 2018, with continuous roles at the firm throughout that period. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.