Melissa Cox is a CFP® professional with 21 years of industry experience, currently serving at Van Clemens Wealth Management, LLC. She has previously worked at Doucet Asset Management, Institutional Securities Corp, and Fetterman Investments. In addition to her advisory role, Melissa owns Future Focus Wealth, where she manages an independent financial services practice and engages in authoring and public speaking. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients across various wealth levels. The firm customizes portfolios using both discretionary and non-discretionary strategies, employing modern portfolio theory and fundamental and technical analysis, and utilizes a broad range of third-party managers as well as an in-house Growth Opportunities model focusing on micro- and small-cap equities.

Sheldon Benge is a CFP® professional with 18 years of industry experience, currently serving at Advisor Resource Council. He has worked previously with Goldman Sachs Wealth Services and Wells Fargo Clearing. Benge manages his advisory activities through Advisor Resource Council, where he is actively engaged. Advisor Resource Council is an SEC-registered firm serving individuals—including high net worth clients—retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with traditional fundamental analysis to offer model and separately managed account strategies alongside custom investment solutions.

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 with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 18 years of industry experience. She has been with Prospera Financial Services since 2008. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Thadius Beavers is a financial advisor at M Holdings Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including E*TRADE Securities LLC and TIAA-CREF. He was also involved with Level Four Advisory Services as a branch manager and supervisory principal. M Holdings Securities, Inc. serves a range of clients, including individuals, retirement plans, and charitable organizations, offering advisory and brokerage services through a nationwide network of independent firms and professionals. The firm provides discretionary and non-discretionary investment management, retirement plan consulting, and financial planning, supported by platform providers and sub-advisory relationships.

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.

Thomas Thompson is a CFP® professional with 37 years of industry experience, currently serving at Momentum Independent Network Inc. He has worked with SWS Financial Services for over three decades. Outside of his advisory role, Thompson serves as a member of the St Marks Endowment Committee, a religious nonprofit organization in Arlington, TX. Momentum Independent Network serves a diverse client base, including individual, high-net-worth, charitable, corporate, institutional, and banking clients, offering advisory and brokerage services through a platform model that integrates third-party managers and Envestnet for investment management and trading.

Hilary Pluemer is a CFP® professional with 38 years of industry experience, currently serving as an advisor at Prospera Financial Services, Inc. since 2015. Prior to joining Prospera, Hilary worked for six years at Avantax Advisory Services. Outside of advising, Hilary is the owner and sole proprietor of a business management consulting firm that provides consulting services to a retail clothing store. 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 platforms and programs.

Karen Meinz is a financial advisor with Advisor Resource Council, holding a Series 66 designation and 20 years of industry experience. She has worked with Advisor Resource Council and its DBA 360 Wealth Management since 2013, and previously with LPL Financial and Edward Jones. Meinz also sells non-variable insurance products through Fidelity Financial. Advisor Resource Council serves individuals, retirement plans, charitable organizations, and business entities by providing asset management, financial and retirement plan consulting, and referrals to third-party money managers. The firm combines artificial intelligence tools with fundamental analysis in its investment strategies and offers a range of managed account solutions and custom options strategies.

Colin Bindner is a Certified Financial Planner® (CFP®) with 12 years of industry experience. He has worked at True North Advisors, LLC since 2019 and spent six years with United Capital Financial Advisers, LLC prior to that. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets. The firm serves very high net worth and ultra-high net worth individuals, corporate pension and profit-sharing plans, trusts, estates, foundations, and other business entities, offering comprehensive financial planning, portfolio management, and wealth advisory services with an investment approach focused on fundamental, bottom-up analysis and broad diversification across equities, fixed income, diversifiers, and private investments.

Brian Weatherly is a CFP® professional with 13 years of industry experience, currently advising clients at Quotient Wealth Partners, LLC. His work history includes roles at Goldman Sachs Personal Financial Management, Mercer Allied Company, and Cetera Advisor Networks. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and wealth management services tailored to client risk profiles. The firm employs a mix of fundamental and cyclical analysis to build diversified, factor-tilted portfolios and manages approximately $4.9 billion through a multi-advisor team.

Valentin Lukasik is a Series 65-licensed financial advisor with Advisor Resource Council in Dallas, TX, with one year of industry experience. His prior work history includes roles at Societe Generale, Financiere Tiepolo, and Barnes International, as well as periods as a full-time student. Advisor Resource Council serves individuals, retirement plans, charitable organizations, and business entities by providing asset management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm integrates artificial intelligence with fundamental analysis to offer model and separately managed account strategies and custom solutions tailored to client needs.

Wallace Carlson is a financial advisor with Advisory Services Network who holds Series 63 and Series 66 licenses and has 27 years of industry experience. His career includes roles at Fidelity, Fidelity Personal Trust Company, TL Private Wealth, and Advisory Services Network since 2018. He is also the owner and president of Fruit of the Vine, Ltd., a service corporation associated with his financial practice, and works as an independent insurance agent offering life and health insurance and annuity advice. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers a range of portfolio management and consulting services with a flexible engagement model and a large platform of advisors managing over $10 billion in discretionary assets.

Laura Young is a Series 66 registered advisor with Hilltop Securities Inc. in Dallas, Texas, where she has worked since 2019. She has three years of industry experience and prior work history includes positions at Costco, Allen Public Library, Party City, and ToysRUs. Hilltop Securities serves individual, high-net-worth, and institutional clients through advisory and broker-dealer services on an open-architecture platform. The firm combines custody, banking, and market-making capabilities, offering managed accounts, retirement-plan consulting, and municipal bond strategies.

Denise Clifton is a financial advisor at Arax Advisory Partners in Dallas, TX, with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked with U.S. Capital Wealth Advisors, USCA Securities, Wells Fargo Clearing, and Edward Jones. Outside of her advisory work, she serves on the boards of the Grand Prairie Education Foundation, where she is a past president, and the Grand Prairie Chamber of Commerce. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and private fund advisory, employing both traditional and alternative investment strategies supported by in-house teams and independent managers.

Tara Howey is a financial advisor at Advisor Resource Council with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones, LPL Financial, and Advisor Resource Council. Outside of advisory roles, she is co-owner of Harvest Concepts LLC dba Paragon Insurance Agency, which operates an insurance business. 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, alongside custom solutions including option-based strategies, and maintains a multifaceted approach to wealth management through various affiliated services.

Jack Barker is a CFP® with seven years of industry experience, currently serving clients at The Mather Group, LLC in Dallas, TX. His prior roles include positions at EQ Wealth Advisors, FSC, BFS Advisory Group, and Fidelity Brokerage Services LLC. The Mather Group primarily 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 employs an evidence-based investment approach with customizable portfolio options and leverages AI and machine-learning tools with human oversight.

Billy Jenkins is a financial advisor with Momentum Independent Network Inc. in Dallas, TX. He holds the Series 66 designation and has 26 years of industry experience, including 17 years at SWS Financial Services. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients with advisory, portfolio management, financial planning, and brokerage services. The firm integrates broker-dealer operations with banking and municipal advisory capabilities, offering a range of discretionary and non-discretionary investment solutions across various managed account programs.

Matthew Jarvis is a CFP® with 23 years of industry experience, currently serving at Integrity Advisory Solutions since 2024. His prior experience includes 12 years at Crown Capital Securities and founding Jarvis Financial Services, Inc., where he remains active. Outside of advisory work, he is involved in consulting, authoring, and coaching through his roles with Deliver Massive Value LLC, Retirement Tax Services, and The Perfect RIA. Integrity Advisory Solutions is a multi-team firm managing approximately $1.1 billion in client assets through about 100 independent advisors. The firm serves individuals, trusts, estates, and business clients by offering portfolio management, financial planning, retirement consulting, and sub-advisory services using a variety of asset-allocation strategies and third-party platforms.

Anthony Palasota II is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Advisory Services Network and has held various roles at Fidelity, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing diverse securities and third-party managers to tailor strategies according to clients’ objectives and risk tolerances.