Erwan Bertrand is a financial advisor with Advisor Resource Council in Dallas, TX. He holds a Series 65 credential and has one year of industry experience. His prior work includes roles at Boussard & Gavaudan and Caceis, as well as academic positions at Skema Business School and IAE Lille. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting through a network of advisers. The firm integrates artificial intelligence with traditional fundamental analysis across various model portfolios and separately managed accounts, tailored to different client segments.

Richard Jones is a financial advisor with Advisor Resource Council based in Dallas, TX. He holds Series 63 and Series 66 licenses and has four years of industry experience, including roles at LPL Financial LLC and Cambridge Investment Research Advisors. Outside of his advisory work, he is also a licensed independent insurance agent and a life coach. Advisor Resource Council provides asset management, financial planning, and retirement plan consulting services to individuals, families, retirement plans, charitable organizations, and business enterprises. The firm uses a combination of AI-driven model portfolios and traditional fundamental analysis, offering tailored investment strategies across various account sizes and coordinating estate-planning document preparation through independent legal professionals.

Chandler Johnson is a financial advisor with BFC Planning, Inc. based in Dallas, TX. He holds a Series 65 designation and began his career in the industry in 2026. Prior to joining BFC Planning, he worked at American Airlines and several other companies in various roles. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent advisor representatives.

Riley Dauzat is a financial advisor at Merit Financial Advisors with Series 66 credentials and one year of industry experience. Prior to joining Merit, he held roles at PKS Investments and LPL Financial. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plan sponsors, charitable organizations, and other institutions. The firm employs a long-term, diversified investment approach using model portfolios and customizable modular sleeves, supported by a central Investment Management team and an Investment Committee.

Joseph Mcdonald is a financial advisor with Capital Investment Advisors, LLC in Dallas, TX. He holds the Series 63, Series 65, and Series 66 designations and has 28 years of industry experience, including prior roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Capital Investment Advisors serves individual, high-net-worth, and institutional clients with discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform featuring standardized asset-allocation models and actively managed portfolios, supported by specialized in-house estate and tax planning resources.

Brandon Bascue is a financial advisor at Cain, Watters & Associates, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Ernst & Young and Tolleson Wealth Management. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily for dental healthcare professionals, offering both discretionary and non-discretionary solutions across multiple platforms. The firm also delivers specialized services for practice transitions and dental service organizations through affiliated entities.

Donald Peterson is a financial advisor at Balefire, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Integrity Alliance, Lion Street Financial, Purshe Kaplan Sterling Investments, Fuse Partners, and LPL Financial. Peterson is also involved in providing fixed insurance and non-securities insurance planning for private wealth clients. Balefire serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, trusts, and business entities, offering discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm uses a team-based investment process with an Investment Committee that develops model portfolios following a core-plus-tactical philosophy, employing third-party research and sub-advisors to implement strategies across various asset classes.

Lauren Williams is a financial advisor at SageSpring Wealth Partners with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including UBS Financial Services, Raymond James Financial Services, Comerica Securities, and MassMutual Life Insurance. SageSpring Wealth Partners serves a diverse client base ranging from non-high-net-worth individuals to institutional clients such as retirement plans and sovereign wealth funds. The firm offers tailored discretionary investment management, financial planning, and consulting services, utilizing a range of investment strategies and third-party manager relationships.

Regan Stephenson is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 designation and 14 years of industry experience. He has been with Cain, Watters & Associates since 2011. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and trustees or plan sponsors of pension and profit-sharing plans. The firm also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Abraham Mansour Sr. is a CFP® professional with 27 years of industry experience, currently serving at Advisor Resource Council in Plano, TX. He has been with Advisor Resource Council since 2013 and has also worked with LPL Financial since 2011. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies that integrate artificial intelligence tools with traditional fundamental analysis and offers both discretionary and nondiscretionary portfolio management through a network of investment adviser representatives.

Andrew Frank is a financial advisor at Level Four Advisory Services with 19 years of industry experience. He previously worked for Thrivent Financial for Lutherans and Thrivent Investment Management for 16 years. Outside of his advisory role, he is a property owner involved in managing commercial and farm land holdings. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm utilizes model portfolios and a range of wrap platforms and unaffiliated sub-advisors to deliver financial planning, asset management, and fiduciary services.

Alyssa Witter is a financial advisor at Cain, Watters & Associates, LLC with a Series 65 designation and one year of industry experience. Prior to joining Cain, Watters & Associates, she worked at Deloitte Tax LLP for six years and has experience in tax and accounting roles. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management primarily to dental healthcare professionals, individual investors, and pension and profit-sharing plan sponsors. The firm also offers CPA, accounting, tax services, and donor-advised fund services, utilizing a range of investment programs including pooled funds, unified managed accounts, and separately managed accounts.

Frank Martin is a CFP® with 24 years of experience in financial advising. He is currently with Level Four Advisory Services in Dallas, TX, where he has worked for 10 years. His prior roles include positions at Harbor Financial Services, LLC and Cova Private Wealth LLC. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, multiple custodians, and both affiliated and unaffiliated sub-advisors.

Samuel Richter is a financial advisor at Cain, Watters & Associates, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Deloitte for three years. Richter has been with Cain, Watters & Associates since 2020. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and trustees or plan sponsors of pension and profit-sharing plans. The firm also offers accounting and tax services as a Certified Public Accountancy and donor-advised fund services through Schwab Charitable.

Anna Hamilton is a CFP® professional with five years of experience in financial services, currently serving at True North Advisors, LLC in Dallas, TX. Her prior experience includes roles at UMB Bank and the University of Kansas. True North Advisors provides comprehensive financial planning, portfolio management, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions. The firm employs a fundamentally driven, bottom-up investment approach with an emphasis on value-oriented strategies and offers a range of private pooled investment vehicles under the Western Alternative Strategies L.P. umbrella.

Brian Deja is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Fisher Investments, Morgan Stanley, and Allstate Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, offering a Retirement Income Strategy Report and facilitating referrals rather than managing client assets directly.

Manita Moran is a CFP® and Series 65-registered advisor with 10 years of industry experience. She has worked at Meridian Wealth Management, LLC since 2022 and previously held positions at Southport Capital and Wealth Management Group. Outside of advisory services, she is the managing member of MOKA TX LLC, a CPA firm, and serves as treasurer for the Rotary Club of Allen Sunrise. Meridian Wealth Management, LLC is an SEC-registered firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, using a tailored investment approach that incorporates equities, ETFs, mutual funds, fixed income, and alternative investments.

Kevin Wilson is a financial advisor at Quotient Wealth Partners, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Goldman Sachs Personal Financial Management and ID Solutions. Wilson is based in Dallas, TX. Quotient Wealth Partners is a multi-advisor firm serving individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion across 1,900 clients, offering tailored, diversified portfolios that include ETFs, equities, fixed income, mutual funds, options, and alternative investments, supported by fundamental and cyclical analysis and tax-aware strategies.

Trevor Bates is a financial advisor at Cain, Watters & Associates, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Grant Thornton, LLP from 2015 to 2018. Bates has been with Cain, Watters & Associates since 2018. Cain, Watters & Associates provides financial planning, retirement planning, and investment management primarily for individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers a range of services including comprehensive financial planning, ERISA plan advisory, pooled trust offerings, and utilizes both discretionary and non-discretionary investment solutions through multiple platforms.

Thomas Gates is a financial advisor at Cain, Watters & Associates, LLC with 19 years of industry experience. He holds a Series 65 designation and has been with the firm since 2002. Cain, Watters & Associates, LLC 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 and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.