Sergio Nunez is a financial advisor with Ally Invest Advisors and holds a Series 66 designation. He has two years of industry experience, including previous roles at Merrill and various financial institutions. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction. The firm employs model portfolios based on Modern Portfolio Theory and offers both automated investing and Financial Advisor-delivered Personal Advice services.

Kenia Jones is a financial advisor at Balefire, LLC with five years of industry experience. She holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and LPL Financial. Jones has also worked for the Legislative Counsel Bureau. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach, offering discretionary asset management and comprehensive financial planning through a platform with approximately $2 billion in regulatory assets.

Nicholas Moore is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Advisor Resource Council since 2022. He previously worked at Artemis Capital Advisers, LP and Charles Schwab. Outside of his advisory role, he is a senior trader at AIQ Asset Management. Advisor Resource Council is an SEC-registered adviser that serves individuals, retirement plans, charitable organizations, and business entities with a combination of asset management, financial planning, and consulting services. The firm integrates artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies under its AIQ platform, alongside custom solutions and third-party advisory programs.

Justin Brown is a financial advisor at Grimes & Company in Southlake, TX, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Mercer Advisors, Capital Investment Advisors, and Genesis Asset Management. Before entering the financial industry, he worked at Score Sports and Benedict College. Grimes & Company provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, business entities, trusts, charitable organizations, and government entities. The firm focuses on customized strategies using proprietary research and a broad range of investment vehicles, and it also serves as an adviser to other investment advisers.

Bradford Beeson is a financial advisor with BOK Financial Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at JPMorgan Chase Bank and J.P. Morgan Securities from 2011 to 2021, as well as a lengthy tenure at Primrose Partners, Ltd. from 1997 to 2021. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual investors, corporations, retirement plans, government agencies, and municipalities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by an affiliated entity, and is notable for its municipal-advisor registration and affiliation with a bank holding company.

Nathan Ohlinger is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Simon Quick Advisors, LLC with four years of industry experience. Prior to joining Simon Quick in 2025, he worked at The Northern Trust Company for twelve years. Outside of his advisory role, he owns IMAGE Studios, a health and wellness franchise in Coppell, TX, where he serves as property manager during its build-out phase, and is a minority owner of a commercial real estate investment and management firm with limited involvement. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, and tax services. The firm employs a diversified investment approach, including proprietary quantitative analysis and direct due diligence, managing assets across various strategies and acting as a fund sponsor for multiple affiliated and unaffiliated pooled investment vehicles.

Hunter Powell is a financial advisor with Merit Financial Advisors in Frisco, TX. He holds the Series 66 designation and has one year of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Northwestern Mutual Investment Services LLC. 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 employs a long-term, diversified asset allocation approach with centrally managed portfolios, using both internal and third-party managers, and supports discretionary and non-discretionary account arrangements.

James Copeland is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has worked at Advisory Services Network since 2018 and previously held roles at Ameriprise Financial Services, Strategic Advisors, and Fidelity Brokerage Services. Outside of his advisory work, he is an independent insurance agent specializing in annuities and life insurance and serves as president of Copeland Way LLC, a service company for business income, expenses, and taxes. Advisory Services Network is an enterprise firm serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of 208 independent advisers manages approximately $8.6 billion in client assets, offering portfolio management, financial planning, and retirement plan consulting through a variety of investment strategies and implementation options.

Sharon Berry is a financial advisor at ISC Advisors, Inc. in Dallas, TX, holding the ChFC® designation and Series 63 license with 33 years of industry experience. Her prior roles include positions at Frost Investment Services and Frost Brokerage Services Inc. She has been with ISC Advisors and Institutional Securities Corp since 2021. ISC Advisors, Inc. serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services, managing approximately $1.54 billion in assets with a variety of model portfolios and a proprietary managed-account program.

Michael Arnold is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 credential with 29 years of industry experience. He previously worked at Merrill Lynch for 18 years before joining Prospera Financial Services in 2015. Outside of his advisory role, Arnold serves as a board member for the Lea County Planning and Zoning Board and volunteers with the Lea County Sheriffs Posse. Prospera Financial Services is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Sarah Pais is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2016 and previously held roles at LPL Financial, RBC Capital Markets, and Ameriprise. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting services. The firm integrates artificial intelligence tools with fundamental analysis to manage a range of model and separately managed account strategies and offers custom solutions including option-based strategies.

Bradley Blasingame is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 designation and 19 years of industry experience. He has been with Cain, Watters & Associates since 2006. Outside of his advisory role, he owns a separate business that prepares tax returns for non-firm clients. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension plan sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Grant Brown is a CFP® professional with 18 years of experience in the financial services industry. He has worked with Advisor Resource Council since 2016 and has been affiliated with LPL Financial since 2009. Based in Dallas, TX, he operates within a multi-team firm structure. Advisor Resource Council is an SEC-registered investment adviser that serves individuals, retirement plans, charitable organizations, and business entities. The firm employs a blend of artificial intelligence and fundamental analysis in its investment approach and offers a range of model portfolios, custom solutions, and third-party advisory programs.

Kayla Smiley is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding a Series 66 designation and 17 years of industry experience. She has worked with BOK Financial Private Wealth, Inc. and BOK Financial Securities, Inc. since 2011. BOK Financial Advisors serves a diverse client base including individual, high-net-worth, corporate, and institutional clients, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program alongside financial planning and consulting services.

Peter Froggatt is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Edward Jones and Right Decision Regulatory Consulting LLC. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients by providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting services. The firm combines quantitative and qualitative investment research with advisor-led client interactions.

Michael Bernier is a financial advisor with Balefire, LLC in Dallas, TX, holding a Series 65 license and four years of industry experience. His prior experience includes roles at VisionPoint Advisory Group LLC, Merrill, and Bank of America N.A. He is also involved as a financial wellness coach through Fuse Partners LLC. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities, offering discretionary asset management and comprehensive financial planning with a core-and-tactical investment approach overseen by an Investment Committee.

Andrew Watts is a CFP® professional based in Dallas, TX, with 22 years of industry experience. He is currently with Avantax Planning Partners, Inc., where he has worked for five years, and has prior experience at various firms affiliated with Cetera since 2025. Avantax Planning Partners, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and businesses through portfolio management, financial planning, and a managed retirement plan platform. The firm operates primarily via a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients as of December 31, 2025.

Oluseun Ekunwe is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked in various capacities within the USAA organization since 2014, including roles at USAA Financial Planning Services and USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public. The firm supports retirement planning through its Retirement Income Strategy Report and refers clients to Charles Schwab for investment products, operating primarily as a referral and retirement-advice intermediary rather than a portfolio manager.

James Priebe is a financial advisor at CX Institutional, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments. 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 incorporating fundamental, quantitative, and technical analysis across various asset classes and offers specialized strategies including artificial intelligence, blockchain, and electric vehicle portfolios.

Katherine Whittelsey is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX, holding Series 66 and Series 63 designations with four years of industry experience. Prior to joining Quotient Wealth Partners in 2026, she worked at Fidelity Investments for four years and held positions at First National Bank of Omaha and Nine Mile Health, among others. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management tailored to client risk profiles. The firm employs diversified, factor-tilted portfolios using ETFs, mutual funds, individual securities, and third-party managers, supported by operational and investment relationships that enhance its service capabilities.