Giovanni Flores is a financial advisor at Geneos Wealth Management, Inc. with six years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, he operates as an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and customizable portfolio options.

Terry Thompkins II is a CFP® professional with 29 years of industry experience, currently serving at Level Four Advisory Services. His prior experience includes roles at LPL Financial and Wells Fargo Advisors. Outside of financial advising, he is also a self-employed musician, composer, producer, and band director. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and a diverse client base. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a mix of affiliated and third-party sub-advisers.

Erica Rodriguez is a financial advisor at MissionSquare Retirement with nine years of industry experience. She has held roles at MissionSquare Investment Services since 2022 and previously worked at JPMorgan Securities LLC and JP Morgan Chase Bank NA. Outside of her advisory work, she also provides notary signing services. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include managed accounts and fund advice developed by Morningstar Investment Management and delivered through multiple channels to MissionSquare accounts.

David Rollins is a Series 66 licensed financial advisor with StoneX Advisors Inc. in Dallas, TX, where he has worked since 2016. He has 14 years of industry experience, including prior work at StoneX Securities Inc. Rollins is involved with the Boy Scouts of America in multiple leadership roles, including serving as National Service Territory 7 Council Relations Lead and holding positions at the council level. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting. The firm offers a range of advisor-managed and model-based investment solutions, supported by integrated clearing and custody services through its affiliation with StoneX Group.

Megan Price is a financial advisor at Arax Advisory Partners with 16 years of industry experience. She holds a Series 66 designation and has worked previously at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management with third-party models and tailored asset allocation, offering services that include financial planning, portfolio management, and retirement plan consulting.

Ashley Clark is a financial advisor at Root Financial Partners with a Series 65 designation and two years of industry experience. Prior to joining Root Financial Partners in 2026, Ashley worked at Cain, Watters & Associates, LLC for six years and has additional experience in accounting and healthcare-related roles. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and risk tolerance, and offers educational programming and self-directed financial academies separate from advisory services.

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.

Colin Green is a CFA® charterholder and holds a Series 65 license with one year of industry experience. He is currently with Blueheel LLC, where he has worked since 2024. His prior experience includes roles at Belmont Group, Inc., Aprisent Financial Group, and Cloverdale Capital Management, as well as positions at the Veterans Affairs - National Institute of Health and Southern Methodist University. Blueheel LLC provides asset management and advisory services primarily to private funds, pooled investment vehicles, and corporate clients. The firm employs multiple analysis methods and routinely selects sub-advisors, serving institutional clients with both discretionary and non-discretionary mandates.

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.

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.

Linda Young is a financial advisor with Arax Advisory Partners in Dallas, TX, holding Series 65 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at Purshe Kaplan Sterling Investments and Linsco/Private Ledger Corp. Outside of advising, she serves on the Methodist Dallas Medical Center Advisory Board and operates a small antiques and collectibles business via eBay. 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 notable for its use of performance-based fee arrangements and carried interest structures for certain qualified investors and private funds.

Gayle Terry is a financial advisor at Arax Advisory Partners in Dallas, TX, with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including RBC Capital Markets Corporation and U.S. Capital Wealth Advisors, LLC. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through a range of services including financial planning and portfolio management, utilizing both internal and third-party investment strategies.

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.

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.

Dennis Ashby is a financial advisor at Momentum Independent Network Inc. with 41 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at IMS Financial Advisors, Inc. and IMS Securities, Inc. Ashby serves as a volunteer on the Board of Directors Finance Committee for Eagle Lake Recreation Center. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing a platform model that integrates third-party managers and affiliated municipal bond strategies.

James Shafer is a CFP® professional with 18 years of industry experience, currently affiliated with Momentum Independent Network Inc. He has been with SWS Financial Services since 2011. Shafer serves on the board of the Amarillo Area Estate Planning Council, a nonprofit organization. Momentum Independent Network (MIN) serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm uses a platform model with third-party managers and Envestnet for investment advice, account management, and offers a range of managed accounts, financial planning, and custody services.

Christopher Pate is a financial advisor with True North Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at True North Advisors since 2019 and serves as Managing Director of Western Commerce Group, LLC, a holding company of a broker/dealer, where he is involved in private equity. Prior to this, he was with Western Strategic Advisors, LLC and Western Research & Management, LLC from 2011 to 2018. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions with financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach with a focus on value-oriented strategies, combining manager due diligence and quantitative tools to set client allocations and model outcomes.

Donald Johnson is a financial advisor at BOK Financial Securities, Inc. with four years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining BOK Financial, he worked at Fidelity Investments for four years. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, as well as financial planning and consulting. The firm combines quantitative and qualitative investment research with tailored allocations to meet client objectives.