Joseph Calhoun is a CFP® with 10 years of experience in the financial industry. He currently works at Quotient Wealth Partners, LLC and has previously held positions at Goldman Sachs Personal Financial Management, LPL Financial LLC, and Victory Capital Advisers. 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 financial planning, consulting, and discretionary and non-discretionary wealth and investment management, using tailored investment programs implemented primarily through ETFs, mutual funds, individual securities, and third-party managers.

Tyler Ashley is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding a Series 65 credential and two years of industry experience. His prior roles include positions at Infinite Wealth Advisors LLC, Namcoa, and Florida Financial Advisors, as well as earlier experience at Lincoln Harris and Coca-Cola Bottling Company Consolidated. Outside the financial industry, he was involved with Better Way Landscaping for two years. Integrity Advisory Solutions serves individuals, including high-net-worth clients, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and sub-advisory programs, utilizing both fundamental and technical analysis and a variety of asset allocation strategies.

Aakash Panchal is a financial advisor with SignatureFD, LLC in Dallas, TX. He holds a Series 65 designation and has over nine years of experience, including roles at SignatureFD since 2022 and E*Trade from 2020 to 2022. Prior to his advisory career, he spent five years at the University of Georgia. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and several private investment funds.

Emily Eisenhauer Freling is a financial advisor with B. Riley Wealth Advisors, Inc. in Dallas, TX, holding a Series 66 credential and 11 years of industry experience. Her prior roles include positions at Bank of America, Merrill Lynch, and National Asset Management. She serves on the Junior League of Dallas Sustainers Board and participates in several nonprofit organizations focused on women and children. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

William Woodard is a financial advisor at Level Four Advisory Services with over 31 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Level Four in 2024, Woodard worked for Kovack Securities, Inc. for 10 years and operated Woodard Insurance LLP for 38 years. He serves on the board of managers for the Tarrant County Hospital District and is involved in healthcare services for residents and insured patients in Fort Worth, TX. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serving a diverse client base including individual investors, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and both affiliated and unaffiliated sub-advisers.

Richard Galen Jr. is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Hilltop Securities since 2015. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of investment solutions through an open-architecture platform, including adviser-managed and model-based programs, and maintains distinctive operational features such as custody capabilities and municipal bond strategies co-advised by Franklin Templeton Group.

Thomas Porter is a financial advisor at International Assets Investment Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Grove Point Investments, LLC, H. Beck, Inc., and National Planning Corporation. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, individual equities, and fixed income, and may employ third-party money managers and wrap programs as part of its investment approach.

Ryan Mullin is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at Edward Jones and LPL Financial before joining Advisor Resource Council, where he has been since 2013. Outside of his advisory work, Mullin operates a woodworking business, creating and selling pieces at fairs, community events, and online. 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 manage assets and provide financial planning through a network of investment adviser representatives, offering both model and customized investment solutions.

Lane Richardson is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 63 licenses, and has three years of industry experience. His prior roles include positions at Robinhood Markets, Inc., The Vanguard Group, Inc., and Quotient Wealth Partners LLC. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm utilizes third-party portfolio managers on the Envestnet platform and combines advisory and commission-based services through its affiliation with a banking and credit-union group.

Matthew Rupert is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 designations and possessing 27 years of industry experience. He has been with Hilltop Securities Inc. since 2009 and its Independent Network since 2006. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm provides managed account programs, financial planning, retirement-plan advisory, and annuity-based solutions, operating an open-architecture platform that includes third-party and firm-sponsored strategies, along with custody, banking, and market-making capabilities.

Sydney Holleron is a financial advisor at Advisor Resource Council with two years of industry experience. He holds a Series 66 designation and has worked previously at firms including LPL Financial, QuadCap Wealth Management, and Goldman Sachs. Outside of financial services, he has experience with Tigris Real Estate LLC and has been involved with organizations such as Texas Tech University and Lubbock Little Ones. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with fundamental analysis to offer model and separately managed account strategies and provides custom solutions, including option-based strategies, through a network of investment adviser representatives.

Brady Davis is a financial advisor at Quotient Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previous work experience with Encore Search Partners, LLC, Ace Energy, LLC, Bunker Energy, LLC, New Western Acquisitions, and Swearingen Realty Group, LLC. Quotient Wealth Partners provides financial planning, consulting, and wealth management services to individuals, trusts, estates, corporations, and retirement plans, serving a range of clients from non-high-net-worth to high-net-worth. The firm uses tailored investment programs primarily implemented through ETFs, mutual funds, individual securities, and third-party managers, combining fundamental and cyclical analysis to construct diversified, factor-tilted portfolios.

Scott Wilson is a financial advisor with Hilltop Securities Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining Hilltop Securities in 2023, he worked at Morgan Stanley Smith Barney LLC from 2019 to 2023 and held roles at Touchstone Securities and IFS Financial Services between 2017 and 2019. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers a range of managed account programs, financial planning, retirement-plan consulting, and brokerage functions, combining custody, banking, and market-making capabilities alongside both third-party and firm-sponsored investment strategies.

Timothy Harder is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX, holding Series 63 and Series 66 credentials with 29 years of industry experience. His prior roles include positions at Goldman Sachs Personal Financial Management, Mercer Allied Company, L.P., LPL Financial, and Kummer Financial Strategies, Inc. 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 combination of fundamental and cyclical analysis to build diversified, factor-tilted portfolios and manages both discretionary and non-discretionary accounts using ETFs, mutual funds, individual securities, third-party managers, and tax-aware strategies.

Curtis Williams is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Addison, TX, holding the CFP®, CFA®, and Series 63 designations. He has nine years of industry experience, all with CliftonLarsonAllen since 2017 except for a one-year gap in 2016-2017. Outside of his advisory role, he serves as a professional educator and grader for the CFA Institute. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm combines RIA fiduciary services with broker-dealer and insurance activities and employs a multidisciplinary planning approach supported by its parent firm, CliftonLarsonAllen LLP.

Sergio Nunez is a financial advisor with Ally Invest Advisors and holds a Series 66 designation. He has two years of industry experience, including previous roles at Merrill and various financial institutions. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction. The firm employs model portfolios based on Modern Portfolio Theory and offers both automated investing and Financial Advisor-delivered Personal Advice services.

Kenia Jones is a financial advisor at Balefire, LLC with five years of industry experience. She holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and LPL Financial. Jones has also worked for the Legislative Counsel Bureau. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach, offering discretionary asset management and comprehensive financial planning through a platform with approximately $2 billion in regulatory assets.

Nicholas Moore is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Advisor Resource Council since 2022. He previously worked at Artemis Capital Advisers, LP and Charles Schwab. Outside of his advisory role, he is a senior trader at AIQ Asset Management. Advisor Resource Council is an SEC-registered adviser that serves individuals, retirement plans, charitable organizations, and business entities with a combination of asset management, financial planning, and consulting services. The firm integrates artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies under its AIQ platform, alongside custom solutions and third-party advisory programs.

Michael Travis is an investment advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Stockcross Financial Services, Inc., Fiserv Investor Services, Inc., and Tradestar Investments, Inc. He divides his time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm uses a web-based AdvisorNXT platform incorporating Modern Portfolio Theory and offers portfolio management and execution within a wrap-fee structure, with a notable emphasis on non-discretionary arrangements and access to third-party and independent managers.

William Luckey II is a financial advisor at LEE Financial Company, LLC in Dallas, TX, holding a Series 65 designation with 19 years of industry experience. He has been with Lee Financial Corporation since 2007. Outside of his advisory role, he is involved in a real estate, financing, and database consulting business. LEE Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based approach centered on its WholeVision™ planning framework and manages private pooled investment vehicles while offering family office and foundation services.