James Taylor is a financial advisor at Inspire Advisors, LLC in Frisco, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Retirement Planners of America and AMC Wealth Management. Taylor is also an independent licensed life insurance agent. Inspire Advisors is a multi-advisor registered investment adviser managing over $1 billion for individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary scoring and screening tools and employs a mix of quantitative and fundamental strategies, often implementing portfolios through model allocations and proprietary ETFs.

Kevin Welch is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include over two decades at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he serves as a treasurer for Sunshine Scout, an S corporation formed for his daughters' business. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion for a diverse client base that includes individual investors, retirement plans, corporations, and nonprofit organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios developed internally or through sub-advisers.

Erin Thomas is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation with three years of industry experience. Her prior work includes positions at Tiago Title, US Realty Co, CMC Strategies, and Spring Creek Academy. Outside of financial advising, she performs part-time grocery delivery for Shipt and Instacart. Prospera Financial Services is a multi-team firm serving individuals, corporations, charities, and retirement plans, managing approximately $12.4 billion across about 207 advisors. The firm offers diverse investment advisory and financial planning services using various platforms and combines firm models, third-party sub-advisers, and customizable allocations to construct client portfolios.

Frederick Haiman is a financial advisor at SageSpring Wealth Partners with 10 years of industry experience. He holds a Series 65 designation and previously worked at Pollock Advisory Group, Inc. from 2015 to 2017. In addition to his advisory role, he owns Haiman Law, PC, a law firm specializing in estate planning, elder law, business, and real estate. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and serving a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management and financial planning with a goals-based approach, utilizing a range of strategies and third-party manager oversight.

Markham Hawkins is a financial advisor at Quotient Wealth Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mercer Allied Company, CETERA Advisor Networks, Goldman Sachs Personal Financial Management, and Girard Securities. Quotient Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion for about 1,900 clients through a team of 26 advisors, offering tailored, diversified portfolios that include ETFs, equities, fixed income, mutual funds, options, and alternative investments.

Richard Goodwin is a financial advisor at Realta Investment Advisors, Inc. with 33 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation as well as Series 63 and Series 65 licenses. Prior to joining Realta in 2023, he spent 14 years at Titan Securities. Outside of advising, Goodwin is a partial owner of a restaurant business and operates a tax-focused financial services firm. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, pension and profit-sharing plans, and various institutional clients. The firm emphasizes individualized advice based on client goals, risk tolerance, and time horizon, utilizing diversified asset allocation and managing portfolios through in-house or third-party managers.

Mccall Dyke is a CFP® professional with 22 years of industry experience, currently affiliated with Prospera Financial Services, Inc. based in Dallas, TX. She has worked at Summit Financial Group Inc and Summit Brokerage Services, Inc., and has maintained a long-term role at McGuire-Dyke Investment Group since 2003. Outside of advising, she owns and operates Hello Sunshine Children's Boutique, dedicating a significant portion of her time to this non-investment business. Prospera Financial Services, Inc. serves a diverse clientele including individuals, corporations, charities, and retirement plans, managing approximately $12.4 billion across roughly 207 advisors. The firm offers a range of advisory and financial planning services utilizing multiple platforms and models, with portfolios managed on both discretionary and non-discretionary bases.

James Webb is a CFP® with four years of industry experience, currently serving as an advisor at Advisor Resource Council. Prior to his current role, he worked at LPL Financial LLC and Generations Financial Management. Outside of his financial advisory work, he is involved in a video production business, The Element Wild LLC, which operates a YouTube channel focused on filming and content creation. Advisor Resource Council provides asset management, financial planning, and consulting services to individuals, families, retirement plans, charitable organizations, and business enterprises. The firm utilizes AI-driven model portfolios combined with traditional analysis and offers various account tiers and customized strategies for high-net-worth clients.

Eric Lamm is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, with five years of industry experience. He holds a Series 65 credential and has worked at Cain, Watters & Associates since 2018 following six years at Texas Tech University. Outside of his advisory role, he is a co-owner of Lamm Legacy Company, LLC, which focuses on residential real estate investing. 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, tax, and donor-advised fund services, combining multiple investment programs with CPA capabilities and a focus on healthcare-related clients.

Nickolas Parker is a CFP® with seven years of experience in financial advisory services, currently serving at SageSpring Wealth Partners. His prior roles include work at Raymond James Financial Services and involvement with the Omar Tennis Academy. He also provides advisory support as an independent contractor with another financial team in Frisco, TX. SageSpring Wealth Partners manages approximately $8.5 billion across 11,500 clients, serving a diverse clientele that includes individual households, institutional clients, and plan sponsors. The firm offers customized investment management and consulting services, utilizing a variety of asset types and strategies tailored to client objectives and risk tolerance.

Joshua Perry is a financial advisor with Brighton Jones LLC in Dallas, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Brighton Jones, he worked at Charles Schwab & Co., Inc. and has a background that includes multiple roles in education. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, business entities, and trusts. The firm provides comprehensive wealth services including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities, using a holistic, balance-sheet approach to client advice.

Hunter Satterfield is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 credential and 17 years of industry experience. He has been with Cain, Watters & Associates, P.L.L.C. since 2007. Outside of his advisory role, Mr. Satterfield has minority ownership interests in Tectonic Financial, Inc. and several related entities that provide services and referrals specific to clients’ business industries. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management primarily to dental healthcare professionals, individual investors, and pension or profit-sharing plan sponsors. The firm combines accounting and tax services with multiple investment programs and a formal affiliation with a banking institution, focusing on a largely non-discretionary asset base.

John Rutledge Sr. is a financial advisor at Hilltop Securities Inc. in Dallas, TX, with 30 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Hilltop Securities since 2016. Rutledge is involved in community activities, serving as a board member of the Highland Park High School Alumni Association and participating in the Salesmanship Club of Dallas, including volunteer roles at the Byron Nelson Championship. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm uses an open-architecture platform and offers a range of managed account programs, including municipal bond strategies co-advised by Franklin Templeton Group and sub-advised by Western Asset Management.

Christopher Pascuzzi is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation with 19 years of industry experience. He has been with Prospera since 2008. Additionally, he owns PSE Wealth Management and serves as an agent for Prospera Life & Annuity, Inc., both of which provide financial planning, investment-related services, and insurance products. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across 207 advisors and offers a range of investment advisory and financial planning services through multiple delivery platforms and customizable portfolio strategies.

James Jones is a financial advisor at Hilltop Securities Inc. in Dallas, TX, with 50 years of industry experience. He has been with Hilltop Securities since 2000 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he manages Elan Associates, LLC, which holds intellectual property related to trading software. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform.

Casey Waits is a financial advisor at Prospera Financial Services, Inc. in Frisco, TX, holding a Series 63 designation with 30 years of industry experience. He has been with Prospera since 2000. Outside of his advisory role, Mr. Waits serves as Treasurer for a local nonprofit affiliated with the Frisco Mayor’s office. Prospera Financial Services is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across about 207 advisors and offers investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

Hannah Murray is a financial advisor with Thrivent Advisor Network, LLC in Plano, TX, holding Series 63 and Series 65 licenses and having six years of industry experience. Her career includes roles at Thrivent Financial, Thrivent Investment Management Inc, National Financial Services LLC, Fidelity Investments, and MML Investors Service, LLC. Prior to her advisory career, she worked at Andrew Associates and Kohl’s. Thrivent Advisor Network serves a wide range of clients, including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing approximately $6.8 billion in assets. The firm offers customized investment strategies that often emphasize low-cost mutual funds and ETFs, supported by discretionary and non-discretionary portfolio management, financial planning, and access to independent managers and fee-based investment products.

Ralph De Belle is a financial advisor at SageSpring Wealth Partners with a Series 65 credential and one year of industry experience. He previously worked at Charles Schwab & Co., Inc. and Hilltop Securities Inc. Outside of finance, he has experience working in the food service industry at Ifratelli Pizza. SageSpring Wealth Partners serves a diverse client base including individual households and institutional clients such as retirement plans and sovereign wealth funds. The firm offers tailored investment management, financial planning, and consulting services, utilizing a mix of individual securities, funds, alternative investments, and third-party manager relationships.

Ari Baum is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Prospera since 2014. Outside of his advisory role, Baum serves on the finance committee of Magen David Yeshiva, is a board member and treasurer for the Council of Jewish Organizations of Flatbush, and coaches track and field at Yeshiva of Flatbush High School. He also consults for Alphasights Consulting on financial planning and industry trends. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion across a diverse client base including individuals, corporate and charitable entities, and retirement plans. The firm offers investment advisory and financial planning services through multiple delivery platforms, combining firm models, third-party sub-advisers, and customizable allocations.

Jonas Roos is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC in Dallas, TX. He worked for 14 years at Guidestone Advisors and Guidestone Financial Resources before joining Capital Investment Advisors. Outside of his advisory role, he holds a 50% ownership in an education consulting business, Tricia Roos Consulting LLC, where he does not participate in daily operations. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management and integrated financial planning. The firm utilizes a centralized investment platform with standardized asset-allocation models, actively managed sleeves, and ETF-based portfolios, supported by specialized in-house estate and tax planning resources.