Kevin Mc Gohan is a financial advisor with The Patriot Financial Group, LLC in The Colony, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining The Patriot Financial Group, he was affiliated with CETERA Financial Specialists LLC and Champion Financial Group. Outside of his advisory role, Mc Gohan leads a chapter of Professional Connectors, a networking group, and is active in other local and national networking organizations. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios to client goals and risk tolerance, employing a variety of investment strategies and products including mutual funds, ETFs, private equity, and advisory annuities.

Cody Stansell is a CFP® with seven years of experience in the financial industry. He is currently an advisor with Victory Financial Group and has previously worked at SageSpring Wealth Partners and Waterworth Wealth Advisors. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach rooted in Modern Portfolio Theory and fundamental analysis, offering tailored portfolios with mutual funds and ETFs and providing a range of financial planning and wealth management services.

Tyler Nace is a CFP® professional with 18 years of experience, currently serving at SageSpring Wealth Partners. His prior roles include positions at Raymond James Financial and Ken Zahn Inc, as well as involvement with the Financial Planning Association. Outside of his advisory work, he owns and partners in residential real estate rental properties. SageSpring Wealth Partners is an SEC-registered firm managing approximately $6.5 billion in discretionary assets across a team of about 75 advisors. The firm provides personalized investment management, financial planning, and retirement plan consulting services to a diverse client base that includes high-net-worth individuals, institutions, and charitable organizations.

Blake Chandler is a financial advisor with Cain, Watters & Associates, LLC in Frisco, TX. He holds a Series 65 designation and has five years of industry experience, including prior work at Whitley Penn. Chandler has been with Cain, Watters & Associates since 2019. Cain, Watters & Associates provides financial planning, retirement planning, and investment management primarily for individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers a range of services including ERISA plan advisory, pooled trust offerings, and donor-advised fund management, utilizing both discretionary and non-discretionary solutions across multiple investment platforms.

Benjamin Newport is a CFP® with 10 years of industry experience, currently affiliated with Retirement Planners of America. He has been with MMWKM Advisors, LLC since 2015 and serves as a munitions section supervisor in the Texas Air National Guard, where he has been active since 2009. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants. The firm employs an “Invest and Protect” approach that focuses on capital preservation and tactical rebalancing, using model portfolios largely composed of ETFs and mutual funds.

Steven Anderson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Mutual/United of Omaha Insurance Company since 1996. Anderson has served as president of NAIFA-Dallas and currently holds a volunteer position on its board as the national committee man. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through platform relationships with Envestnet and Pershing, delivering managed solutions and acting as a conduit to third-party money managers.

William Atkins Jr. is a financial advisor with Advisor Resource Council in Dallas, TX. He holds a Series 66 designation and has 11 years of industry experience, including his current role at Advisor Resource Council and LPL Financial since 2015. Advisor Resource Council is an SEC-registered firm that serves individuals, retirement plans, charitable organizations, and business entities by providing asset management, financial planning, and consulting services. The firm integrates artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies, and it supports a range of third-party platforms to align investment solutions with client objectives.

Erica Sanders is a financial advisor at Cain, Watters & Associates, LLC with eight years of industry experience. She holds a Series 65 designation and has been with Cain, Watters & Associates since 2011. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension and profit-sharing plan sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Justin Fry is a financial advisor at Cain, Watters & Associates, LLC with six years of industry experience. He holds the Series 65 designation and previously worked at Deloitte Tax, LLP for three years before joining Cain, Watters & Associates in 2018. Cain, Watters & Associates 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, tax services, and donor-advised fund services through Schwab Charitable, utilizing multiple investment programs and a combination of discretionary and non-discretionary management.

Brett Kincade is a financial advisor with Ally Invest Advisors, holding a Series 66 designation and 17 years of industry experience. His career includes roles at TD Ameritrade and Central States Claims and Adjustments. Outside of his advisory work, he cohosts The Loyal Sons Podcast, which focuses on Midwestern college sports and humor. Ally Invest Advisors serves a broad retail client base, offering discretionary portfolio management through automated and advisor-led services. The firm uses ETF-based model portfolios grounded in Modern Portfolio Theory, supported by digital processes and performance reporting tools.

Brian Lane is a CFP® with 10 years of experience in the financial advisory industry. He currently works at The Mather Group, LLC and previously held roles at Morgan Stanley and JP Morgan. Outside of his advisory work, he is engaged as a contractor for Uber in the automotive and transportation sector. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with customizable strategies and incorporates AI tools for market data and client communications while maintaining human oversight.

Robert Albritton Jr. is a financial advisor at Prospera Financial Services, Inc. with 39 years of industry experience. He has been with Prospera since 2000. Outside of his advisory role, he serves as a trustee and executor for several marital estates and trusts, dedicating a portion of his time to overseeing these non-investment related responsibilities. 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 third-party platforms.

Garrett Frost is a financial advisor at Geneos Wealth Management, Inc. He holds the Series 66 designation and has three years of industry experience. His prior work includes roles at Cetera, North Star Resource Group, and Minnesota Life Insurance. Outside of advisory work, he has experience in fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm provides financial planning, portfolio management, and access to third-party money managers through various programs, employing a range of investment strategies including fundamental and technical analysis, with both customized and model-based accounts.

Jason Poe is a financial advisor with SageSpring Wealth Partners in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Raymond James Financial Services from 2006 to 2024 before continuing his career at SageSpring Wealth Partners since 2006. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional clients, and plan sponsors, offering customized portfolios that integrate a variety of investment vehicles and strategies. The firm combines multi-team scale with institutional expertise and provides discretionary investment management, financial planning, retirement plan consulting, and access to third-party managers and OCIO/TAMP programs.

Robert Fraim is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously spent 31 years at Mid-Atlantic Securities, Inc. In addition to his advisory role, Fraim works as an independent life insurance agent on a limited basis. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and third-party sub-advisors.

Richard Jones is a financial advisor at Advisor Resource Council with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research Advisors, Inc. and Northwestern Mutual Investment Services LLC. Outside of his advisory role, Jones is involved in life coaching and operates an independent insurance agency. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities by providing asset management, financial planning, and consulting services. The firm integrates artificial intelligence with traditional fundamental analysis to develop investment strategies and offers customized solutions through a network of investment adviser representatives.

Chandler Johnson is a financial advisor with BFC Planning, Inc. based in Dallas, TX. He holds a Series 65 designation and began his career in the industry in 2026. Prior to joining BFC Planning, he worked at American Airlines and several other companies in various roles. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent advisor representatives.

Riley Dauzat is a CFP® and Series 66-registered financial advisor with two years of industry experience. He is currently with Merit Financial Advisors in Frisco, TX, having previously worked at PKS Investments and LPL Financial. 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 emphasizes long-term, diversified asset allocation managed through centrally administered portfolios and uses both internal and third-party managers to construct and oversee investments.

James Conway is a financial advisor at Wedbush Securities Inc. in Dallas, TX, holding a Series 66 credential with nine years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., LLC, BNY Mellon Securities Corp, BNY Mellon, and Edward Jones. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of wealth management, fixed income, commodities, and capital markets solutions. The firm delivers tailored portfolio management strategies and supports SMA, MMA, UMA, and IMA offerings along with institutional research and trade execution services.

Joseph Mcdonald is a financial advisor at Capital Investment Advisors, LLC in Dallas, TX, holding Series 63, 65, and 66 licenses with 28 years of industry experience. His prior work includes over 17 years with Fidelity Brokerage Services and roles at Charles Schwab. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management through a centralized, ETF-based model portfolio approach, supplemented by in-house tax and estate planning specialists and specialized services such as pension consulting and executive compensation analysis.