James Webb is a CFP® and Series 65 credentialed advisor at Advisor Resource Council with four years of industry experience. Prior to joining Advisor Resource Council, he worked at LPL Financial and Generations Financial Management. Outside of his financial advisory role, he is involved in video production through The Element Wild LLC, a YouTube content creation business. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and businesses. The firm combines artificial intelligence with traditional analysis to manage assets and provide financial planning, offering model and customized investment strategies through a network of adviser representatives.

Joshua Perry is a financial advisor at Brighton Jones LLC in Dallas, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Brighton Jones, he worked at Charles Schwab & Co., Inc. and has a background that includes education and other professional roles. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, and family office administrative support. The firm employs a whole-balance-sheet approach and manages client assets through a combination of public and private investments, supported by its affiliated entities including private investment funds and a trust company.

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® with 19 years of experience in the financial industry. He is affiliated with Momentum Independent Network Inc. and has worked at Sws Financial Services since 2011, following three years at Waddell & Reed. Shafer serves on the board of the Amarillo Area Estate Planning Council. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities within the Hilltop group.

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 with BOK Financial Securities, Inc. in Coppell, TX, holding Series 63 and Series 65 licenses and with four years of industry experience. Prior to joining BOK Financial Securities in 2025, he worked at Fidelity Investments from 2021 to 2025 and has held various positions in education and retail. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, institutions, and municipalities, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting. The firm operates as both an SEC-registered investment adviser and registered broker-dealer, combining quantitative and qualitative investment research with tailored asset allocation aligned with client objectives.

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, with 19 years of industry experience. He holds a Series 66 designation and has been with Prospera since 2008, following a one-year tenure at Citigroup Global Markets. Pascuzzi is also the owner and advisor of PSE Wealth Management, an independent financial planning and investment services firm. 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 other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Katie McMahon is a financial advisor at Hilltop Securities Inc. in Dallas, TX, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hilltop Securities since 2016. Hilltop Securities serves both individual and institutional clients, offering a range of advisory and broker-dealer services including managed accounts, financial planning, and retirement-plan consulting. The firm combines custody, banking, and market-making capabilities, providing clients access to diverse investment strategies and open-architecture platforms.

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. with 31 years of industry experience. He has been with Prospera since 2000. Outside of his advisory role, he serves as Treasurer for a nonprofit organization supporting the Frisco Mayor, with no involvement in financial control or compensation. 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 programs and platforms.

Hannah Murray is a financial advisor with Thrivent Advisor Network, LLC in Plano, TX, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior work history includes roles at Thrivent Financial, National Financial Services LLC, Fidelity Investments, MML Investors Service, LLC, Andrew Associates, and Kohls. Thrivent Advisor Network provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using low-cost mutual funds and ETFs, supported by continuous account monitoring and access to independent managers and model portfolios.

Ari Baum is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 credentials with 25 years of industry experience. He has been with Prospera Financial Services 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. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Jonas Roos is a CFP® with 20 years of industry experience, currently serving as an advisor at Capital Investment Advisors, LLC. Prior to joining Capital Investment Advisors, he spent 14 years with Guidestone Advisors and Guidestone Financial Resources. Outside of his advisory role, he holds a 50% ownership interest in Tricia Roos Consulting LLC, an education consulting business, though he does not actively participate in its operations. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management through a structured, ETF-based portfolio approach, with specialized services including family-office style support, pension consulting, executive compensation analysis, and access to private investments.

Gavin Pucciarello is a financial advisor at Apollon Wealth Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax and 1st Global Advisors before joining Apollon in 2025. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting, employing a combination of centrally managed models and locally managed portfolios.

Mark Oswald is a financial advisor with Balefire, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at B/D Compliance Associates, Bridge Capital Associates, AEGIS Financial, and H. Beck, Inc. Outside of advisory work, he serves as a board member of Ozzie's Pitch-22 Foundation, a charitable organization that provides scholarships. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities with discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm uses a team-based investment process featuring core-plus-tactical model portfolios and licensed third-party research to tailor client relationships by risk profile and goals.

Carolyn Smith is a financial advisor with ValMark Advisers, Inc. She holds a Series 66 designation and has 21 years of industry experience. Her prior roles include positions at Lion Street Advisors and Kestra Financial Services. Outside of her advisory work, she is a senior partner at C3 Financial Partners, where she is involved in the sales and service of life, disability, and long-term care insurance. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing a range of proprietary and third-party platforms and investment products.

John Dix Jr. is a financial advisor at Arax Advisory Partners with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Wells Fargo Clearing, and U.S. Capital Wealth Advisors. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm utilizes a fiduciary approach with a mix of in-house portfolio teams, independent managers, and alternative investments, supported by AI tools and third-party analytics.

Mark Gehlbach is a financial advisor at True North Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with True North Advisors since 2000. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions by providing comprehensive financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach with a focus on value-oriented strategies and organizes portfolios across four Functional Asset Classes: Equities, Fixed Income, Diversifiers, and Private Investments.

Philip Kistler is a CFA® charterholder with 15 years of industry experience, currently serving at Turtle Creek Trust in Dallas, TX. He has been with Turtle Creek Management since 2006, totaling 20 years at the affiliated firm. Turtle Creek Trust provides investment management and separately managed account services to individuals, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes fundamental analysis across equity, fixed income, and balanced strategies and manages most assets on a non-discretionary basis.