Erin Lee is a CFA® charterholder with 12 years of industry experience. She is currently with BOK Financial Securities, Inc. and has held prior roles at Frost Bank and Bank of Texas. Outside of her advisory work, Lee serves on the Board of Governors for the Colonial Country Club and as Secretary of the Colonial Women’s Golf Association, and she is a council member of the Cook Children’s Health Foundation Planned Giving Advisory Council. BOK Financial Advisors (BOKFA) serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions, providing fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, along with financial planning and consulting services.

Wilbur Hemby Jr. is a CFP® with 30 years of industry experience, currently serving at Level Four Advisory Services. His prior experience includes roles at Level Four Financial, LLC and LPL Financial, LLC. He is also a member of the Rotary Club of Kinston and serves on the Management Advisory Committee for the College of Business at East Carolina University. Additionally, he is an author and provides financial services practice management consulting and lectures. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, emphasizing tailored solutions supported by internal and affiliated sub-advisers.

Richard Williamson is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Tucker Asset Management since 2021 and previously at Lasalle St. Securities, L.L.C., while also operating Williamson Financial since 2012. Outside of advisory services, he is involved in the sale of life insurance and fixed annuities. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments, including private and non-liquid strategies, into its portfolios.

Daniel Collins is a financial advisor at Hilltop Securities Inc. with 37 years of industry experience. He holds a Series 63 designation and has previously worked at PNC Investments, BBVA Securities Inc., BBVA Wealth Solutions Inc., and COMPASS Bank. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of portfolio management programs and fiduciary services through an open-architecture platform.

Dennis Jackson is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and bringing 28 years of industry experience. His prior experience includes 18 years at Edward D. Jones & Co., L.P. and four years with Level Four Advisory Services. He also serves on the Advisor Resource Council and provides investment advisory services through an independent firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment solutions tailored to client needs.

Shun Yang Wang is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, holding a Series 65 designation with two years of industry experience. He has been with Cain, Watters & Associates since 2016. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers a range of solutions including discretionary and non-discretionary investment management, ERISA plan advisory, and specialized services for dental practice transitions.

Nicole Gilbert is a financial advisor with BOK Financial Securities, Inc. in Plano, TX. She holds Series 63 and Series 65 licenses and has 32 years of industry experience, including 20 years with BOK Financial Securities and its affiliated bank, Bokf, NA. Outside of her advisory role, she is an owner of a private property business. BOK Financial Securities serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining research-driven asset allocation with a range of model strategies.

Hasan Hoke is a CFP® and ChFC® with 14 years of industry experience. He currently advises at Procyon and previously held roles at New York Life-affiliated firms including NYLIFE Securities and Eagle Strategies. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, and retirement plans. The firm provides investment management, financial planning, and consulting services using customized, fundamentally driven portfolios managed both internally and through third-party managers.

John Cervantes is a financial advisor with Prospera Financial Services, Inc. in Matthews, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Prospera since 2013. He serves on the board of the Pine Lake Country Club in Mint Hill, NC. Prospera Financial Services is an enterprise-scale adviser and broker-dealer managing approximately $12.4 billion through about 207 advisors across 140 offices. The firm serves a diverse client base, including individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

Alex Stowe Jr. is a CFP® with 24 years of industry experience, currently serving as an advisor at Avior Wealth Management, LLC since 2023. Prior to this, he led Stowe Planning, L.L.C. for 22 years and has been self-employed since 1999. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and business consulting to a diverse client base including individuals, retirement plans, charitable and corporate entities, and banking institutions.

Philippe Thomas is a financial advisor at USAA Investment Services Company with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, Merrill, and Northwestern Mutual. Thomas serves as a Sergeant and Aircraft Mechanic Supervisor with the U.S. Marine Corps Aviation Unit VMGR 234 in Fort Worth, Texas. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, offering Retirement Income Strategy Reports and facilitating referrals rather than managing client assets directly.

Alessandro Ugge is a financial advisor at BOK Financial Securities, Inc. with 13 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Bank of America, Merrill, and BBVA-related entities. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions such as municipalities and government agencies. The firm provides non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client contact with research and asset allocation from its Strategic Investment Advisors.

Gerald Robinson is a financial advisor with Advisor Resource Council in Flower Mound, TX, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked with 360 Wealth Management, LLC since 2012 and LPL Financial, LLC since 2009. Robinson serves as president and board member of the Flower Mound Rotary Club. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm uses actively managed strategies combining artificial intelligence tools with traditional fundamental analysis across diverse portfolios reviewed at least annually.

Curtis Ladd is a CFP® certificant with 40 years of industry experience. He is affiliated with Diversify Advisory Services, LLC and has prior experience at DFPG Investments, Inc. and First Financial Center of Dallas, where he is also involved in insurance sales. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management strategies and flexible fee arrangements.

Andrew Hicks is a CFA® charterholder with 16 years of industry experience. He is currently with BOK Financial Private Wealth, Inc. in Denver, CO. BOK Financial Private Wealth, Inc. serves high-net-worth individuals, families, trusts, estates, pension and profit-sharing plans, and other legal entities by providing discretionary portfolio management, investment supervisory services, and wealth advisory and financial planning. The firm employs multi-advisor teams guided by research from BOKF, NA’s Strategic Investment Advisors and offers integrated services through its affiliation with a national bank and trust provider.

Mathew Welsh is a CFP® professional with 18 years of industry experience, currently serving with Advisor Resource Council in Dallas, TX. He has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) and LPL Financial since 2014. Prior to his advisory career, he worked at Outdoor World Bass Pro Shops from 2009 to 2018. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, retirement plan consulting, and referrals to third-party money managers and LPL advisory programs. The firm utilizes actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across various asset classes and offers both discretionary and nondiscretionary portfolio management.

Shahmeen Khan is a financial advisor at Meridian Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Southport Capital, Comerica Bank, and Wells Fargo. Meridian Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services using a network model that includes both employees and independent contractors.

David Yarbrough is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX. He holds a Series 63 designation and has 42 years of industry experience. He has been with Prospera Financial Services since 2000. 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 through about 207 advisors and offers investment advisory and financial planning services across multiple platforms and customizable portfolio options.

William O’rourke is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding a Series 65 designation and five years of industry experience. Prior to joining Concurrent, he worked at Prime Capital Financial for five years and has a background that includes positions at Optex Systems and Data Fork Digital Group, as well as legal studies and bar exam preparation. He also owns Legacy Estate Planning, providing counsel and drafting legal documents related to estate planning. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

Keaton Burke is a Series 65-licensed financial advisor with five years of industry experience. He currently works at EverSource Wealth Advisors, LLC and previously held positions at Oliver LaGore VanValin Investment Group, Inc. and CFG Advisors LLC. Outside of advising, he owns and manages two real estate businesses, Burke Real Estate Holdings, LLC and BREAM LLC, where he oversees rental property operations. EverSource Wealth Advisors serves a diverse range of clients including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services through multiple investment platforms and manages private pooled investments alongside advisory services.