Karen Ferrell is a financial advisor with Verity Asset Management in Carrollton, TX, holding a Series 65 credential and two years of industry experience. Prior to joining Verity, she worked in family services and foster care, including roles as a foster home assessor and contractor providing individual and family services. She also serves as operations director and volunteer board member for the ReUp Foundation, a charitable organization focused on mentorship programs. Verity Asset Management is an SEC-registered adviser offering discretionary portfolio management, retirement-plan advisory, and financial planning to individual, corporate, and institutional clients. The firm employs a model-driven investment process that emphasizes tactical asset allocation across multiple asset classes and provides both internally managed and third-party manager models.

Ronald Stolman Jr. is a financial advisor with Advisor Resource Council, holding a Series 65 designation and six years of industry experience. He is also the owner of Stolman & Associates, LLC, a bookkeeping and tax business he has operated since 2006. Based in Dallas, TX, he has been with Advisor Resource Council since 2020. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, and retirement plan consulting. The firm utilizes a combination of AI-driven model portfolios and traditional fundamental analysis, offering tiered investment strategies tailored to different account sizes and high-wealth bespoke options.

Douglas Mclemore is a financial advisor with Advisor Resource Council, holding Series 63 and Series 66 licenses and over 23 years of industry experience. He has been with Advisor Resource Council (formerly 360 WEALTH MANAGEMENT) since 2012 and has also worked with LPL Financial since 2005. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, retirement plan consulting, and access to third-party money managers and LPL advisory programs. The firm uses actively managed strategies incorporating artificial intelligence tools alongside fundamental analysis and offers both discretionary and nondiscretionary portfolio management.

Robert Luman is a financial advisor at Signal Advisors Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Legacy Retirement Solutions, where he is also co-founder and an insurance agent. Outside of his advisory role, Luman serves as a pastor at Friendship Baptist Church, providing sermons, teaching, and spiritual counseling. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm utilizes a primarily top-down, tactical asset allocation approach and supports a large number of retail accounts through its platform, handling trading, rebalancing, and administrative functions under limited discretionary authority.

Wesley Darilek is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. He worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2011 to 2019 before joining Hilltop Securities in 2019. Outside of his advisory role, he is a landlord with a rental property he co-owns with his spouse. Hilltop Securities Inc. provides brokerage, 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 through an open-architecture platform and features unique municipal bond strategies co-advised by Franklin Templeton Group and sub-advised by Western Asset Management.

Thad Ortez is a financial advisor with Ascentis Independent Advisors, LLC in Dallas, TX, holding the CFP® designation and Series 65 and 66 licenses. He has 25 years of industry experience, including roles at Raymond James Financial Services and Wells Fargo Clearing Services. Outside of his advisory work, Ortez serves as a deacon and finance committee member for Calvary Reformed Church and participates on the finance committee of the Modesto Gospel Mission. Ascentis Independent Advisors is a multi-team SEC-registered firm serving individuals, trusts, retirement plans, and corporate clients. The firm offers comprehensive portfolio management and financial planning, utilizing a blend of public and private securities and employing discretionary management through model portfolios, sub-advisory arrangements, and co-advisory platforms.

Cristina Siles is a financial advisor with CX Institutional, LLC and holds a Series 65 designation. She joined CX Institutional in 2025 and has experience in education, having worked at several schools from 2016 to 2025. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across a variety of investment vehicles, supplemented by third-party technology for reporting and tax optimization.

Austin Roesler is a CFP®-certified financial advisor with four years of industry experience. He is currently with BakerAvenue in Southlake, TX, and has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, Ameriprise, Wells Fargo, and other financial firms. BakerAvenue provides wealth management, financial planning, and family office services primarily to individuals, high-net-worth clients, and institutions, offering a range of strategies that combine tactical allocation, quantitative analysis, and fundamental research. The firm also delivers consolidated household reporting and expanded services including trust and digital asset advice.

Travis Floyd is a financial advisor with Advisor Resource Council who holds a Series 66 designation and has 16 years of industry experience. He has worked at Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2018 and previously held roles at LPL Financial, Level Four Advisory Services LLC, and J.P. Morgan Securities. Outside of his advisory role, he is involved in Travis Floyd Financial, LLC, a business entity for tax and investment purposes. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, retirement plan consulting, and referrals to third-party money managers and LPL advisory programs. The firm utilizes actively managed strategies that combine artificial intelligence tools with fundamental analysis across various portfolio types, including equities, fixed income, alternatives, and options-based techniques.

Ronald Rotthaus is a financial advisor with BOK Financial Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and with 36 years of industry experience. He has been with BOK Financial Securities and its affiliate Bokf, NA since 2006. Outside of his advisory role, he serves as an unpaid director of LifeBionix, Inc., working limited hours quarterly. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by an affiliate, and is notable for its municipal-advisor registration and affiliation with a bank holding company.

Thomas Philipp is a CFP® and ChFC® with 27 years of experience in the financial services industry. He has worked at Geneos Wealth Management, Inc. since 2013 and has also been affiliated with the Professional Wealth Management Group since 2010. Outside of advising, he owns Professional Planning Group Inc. and is involved in managing several business entities. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and various institutional clients, with over $5.5 billion in assets under management. The firm offers financial planning, portfolio management, and access to third-party money managers through multiple programs that incorporate a range of investment strategies and account customization.

Brandi Adams is a financial advisor at Cain, Watters & Associates, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at KPMG, LLP for three years. 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 both discretionary and non-discretionary solutions across multiple platforms, including pooled investment funds, unified and separately managed accounts, and specialized services for practice transitions and dental service organizations.

Sheldon Benge is a CFP® professional with 18 years of experience, currently advising at Advisor Resource Council in Dallas, TX. He has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) and affiliated with LPL Financial since 2016. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises with asset management, financial planning, and retirement plan consulting. The firm utilizes AIQ model portfolios alongside fundamental analysis and offers tailored strategies for different account sizes, including options for high-net-worth clients.

Amanda Evans is a financial advisor at Cain, Watters & Associates, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Whitley Penn and Texas A&M University. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management 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.

Chase Moody is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX. He holds a Series 65 designation and began his advisory career in 2025 after graduating from Oklahoma State University. Prior to joining Quotient, he attended Cascia Hall Preparatory School. 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 manages assets primarily through ETFs, mutual funds, individual securities, and third-party managers, applying fundamental and cyclical analysis to create diversified, factor-tilted portfolios.

April Harper is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Prospera since 2008. 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, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Kenneth Price is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 29 years of industry experience. He worked previously at MICG Investment Management, LLC from 2001 to 2009 before joining Prospera in 2009. Outside of his advisory role, he is co-owner of PricePerkins LLC, an insurance agency, and volunteers for Staples Mill Road Baptist Church. 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 platforms including their proprietary Summit programs and third-party platforms like Envestnet and SEI.

Hilary Pluemer is a CFP® with 37 years of experience in the financial industry. She has been with Prospera Financial Services, Inc. since 2015 and previously worked at Avantax Advisory Services from 2003 to 2009. Outside of her advisory role, she is the owner and sole proprietor of a business consulting firm that provides services to a retail clothing store. 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 programs and platforms.

Logan Voelker is a financial advisor with B. Riley Wealth Advisors, Inc. He holds the Series 63 and Series 65 designations and has 11 years of industry experience. Prior to joining B. Riley in 2022, he worked at National Asset Management, National Securities Corporation, and WFG Investments, Inc. B. Riley Wealth Advisors provides investment advice and portfolio management services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a variety of programs and strategies, managing approximately $4.21 billion in assets through a team of about 173 advisors.

Nicholas Lopez is a financial advisor at Retirement Planners of America with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Fisher Investments and J.P. Morgan Securities. Retirement Planners of America provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and retirement plan participants, primarily through a wrap-fee investment program. The firm employs an “Invest and Protect” approach focused on capital preservation and tactical rebalancing using model portfolios composed largely of ETFs and mutual funds.