Karen Meinz is a Series 66-licensed financial advisor with 19 years of industry experience. She has worked at Advisor Resource Council since 2013, including its DBA 360 Wealth Management, and was previously associated with LPL Financial, LLC. Meinz is also involved in selling non-variable insurance through Fidelity Financial. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting. The firm utilizes actively managed strategies that combine artificial intelligence tools with fundamental analysis across various asset classes.

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 serving at Quotient Wealth Partners, LLC. His prior experience includes roles at Mercer Allied Company, Goldman Sachs Personal Financial Management, and several other financial firms. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm offers tailored financial planning and investment management, using diversified, factor-tilted allocations and technology to manage held-away accounts, supported by a multi-advisor team managing approximately $4.9 billion in assets.

Christopher Fess is a financial advisor at KCD Financial, Inc. in Frisco, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including over 22 years with KCD Financial and a prior year at SPC. Outside of advising, he owns and operates an insurance business focusing on long-term care, health, disability, and life insurance products. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individual and institutional clients with asset management, financial planning, and portfolio appraisal services. The firm employs a range of strategies tailored to clients’ goals and risk tolerances and utilizes third-party management platforms alongside in-house due diligence.

Valentin Lukasik is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 65 designation and one year of industry experience. Prior to joining Advisor Resource Council, he worked at Societe Generale and Financiere Tiepolo and has a background as a full-time student. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and consulting services through a network of Investment Adviser Representatives. The firm’s investment approach integrates artificial intelligence tools with traditional fundamental analysis across various model portfolios and separately managed accounts.

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.

Denise Clifton is a financial advisor at Arax Advisory Partners with 20 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at U.S. Capital Wealth Advisors, LLC. Outside of her advisory role, Clifton has served as past president and board member of the Grand Prairie ISD Education Foundation and is a board member of the Grand Prairie Chamber of Commerce. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, and is known for its use of performance-based fee arrangements and carried-interest structures in certain accounts.

Tara Howey is a financial advisor with Advisor Resource Council, holding Series 63 and Series 66 licenses and having 15 years of industry experience. She has been with Advisor Resource Council (360 Wealth Management, LLC) since 2018 and also maintains an affiliation with LPL Financial since 2016. Outside of advisory work, she is involved as a co-owner of an insurance agency, Harvest Concepts LLC dba Paragon Insurance Agency. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, retirement plan consulting, and access to third-party money managers and advisory programs. The firm employs AIQ model portfolios combined with fundamental analysis and coordinates estate-planning services through independent attorneys, providing options tailored to various client asset levels.

Jack Barker is a CFP® with seven years of industry experience, currently with The Mather Group, LLC in Dallas, TX. His prior roles include positions at EQ Wealth Advisors, FSC, BFS Advisory Group, Fidelity Brokerage Services LLC, Northwestern Mutual, and North Star Resource Group. Barker also worked at the University of Texas at Austin from 2015 to 2018. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with risk-based allocation models and tax-synchronized portfolio construction, offering customization options including direct indexing and ESG factor portfolios.

William Kellogg Jr. is a CFP®-certified financial advisor with over 30 years of industry experience, currently affiliated with Hilltop Securities Inc. He has a background that includes roles at Ameriprise Financial Services LLC, Bank of America, Merrill, and Equitable Advisors. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering a range of advisory and brokerage services through an open-architecture platform that incorporates third-party technology and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities, and sponsors specialized municipal bond strategies.

Anthony Palasota II is a CFP® professional with 28 years of industry experience. He is currently affiliated with Advisory Services Network and Fidelity, where he has worked since 1997 in various capacities including brokerage and personal advisory services. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing diverse investment strategies tailored to clients’ objectives and risk tolerances.

James Webb is a CFP® professional with 32 years of experience in the financial services industry. He has worked at Edward Jones from 2003 to 2017 and has been with Advisor Resource Council and LPL Financial since 2017. Webb holds the Series 63 license and operates out of Dallas, TX. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and consulting services. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across various asset classes.

Lesa Collins is a Series 66 licensed financial advisor with 17 years of industry experience. She has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank before joining Retirement Planners of America, where she has been since 2023. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program serving individuals, high-net-worth clients, and retirement plan participants. The firm emphasizes capital preservation and tactical rebalancing using model portfolios composed mainly of ETFs and mutual funds, with discretion to adjust based on a long-term market signal.

Steve Germany is a financial advisor at BOK Financial Securities, Inc. in Grapevine, TX, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BOK Financial Securities and Bokf, NA since 2007. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research provided by its affiliate, Strategic Investment Advisors.

Linda Mills is a financial advisor with LPL Financial in Trophy Club, TX, holding a Series 63 designation and bringing 48 years of industry experience. She has been with LPL Financial since 2009 and also provides investment advisory services through Advisor Resource Council, operating under the DBA 360 Wealth Management. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment solutions, combining large-scale advisory operations with various non-advisory financial products.

James Ryan is a CFP®-certified financial advisor with 33 years of industry experience, currently at Prospera Financial Services, Inc. since 2020. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Ryan also has a rental property business in Leawood, KS, which contributes a minor portion of his annual income. 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 platforms.

James Bussey is a financial advisor at Hilltop Securities Inc. with 10 years of industry experience. He holds the Series 66 designation and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Ameriprise Financial Services. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm employs an open-architecture platform and provides a range of managed account programs alongside fiduciary and consulting services under ERISA arrangements.

Jordan Jensen is a Series 65-licensed financial advisor at Savvy with six years of industry experience. He has worked at several firms, including ONE Advisory Partners, Soltis Investment Advisors, CapFinancial Securities, CAPTrust, and Northern Trust. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using primarily index-based, long-term strategies alongside active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and sub-adviser strategies.

Felicia Belcher is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and seven years of industry experience. She has previously worked at JP Morgan Chase and J. Grant & Associates. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, emphasizing retirement income planning through digital and phone channels rather than direct portfolio management.

Shawn Stone is a financial advisor at Retirement Planners of America with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with MMWKM Advisors, LLC since 2014. In addition to his advisory role, he works as an independent insurance agent for various companies. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee investment program. The firm employs an “Invest and Protect” approach focused on capital preservation and tactical rebalancing, utilizing model portfolios composed mainly of ETFs and mutual funds.