Shawn Miles is a financial advisor at RFG Advisory, LLC with a Series 65 designation and 10 years of industry experience. He has worked at United Capital Financial Advisers, LLC since 2016 and joined RFG Advisory in 2026. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, and access to alternative investments through a range of model strategies and third-party platforms.

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.

Justin Brown is a financial advisor at Grimes & Company with three years of industry experience. He holds a Series 65 designation and has previously worked at Mercer Advisors, Capital Investment Advisors, and Genesis Asset Management. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, and government entities. The firm builds customized investment strategies using proprietary research and portfolio-management systems and offers trustee services in addition to acting as a sub-adviser for other investment advisers.

Nathan Ohlinger is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Simon Quick Advisors, LLC with four years of industry experience. Prior to joining Simon Quick in 2025, he worked at The Northern Trust Company for twelve years. Outside of his advisory role, he owns IMAGE Studios, a health and wellness franchise in Coppell, TX, where he serves as property manager during its build-out phase, and is a minority owner of a commercial real estate investment and management firm with limited involvement. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, and tax services. The firm employs a diversified investment approach, including proprietary quantitative analysis and direct due diligence, managing assets across various strategies and acting as a fund sponsor for multiple affiliated and unaffiliated pooled investment vehicles.

Charles Hall Jr. is a financial advisor at True North Advisors, LLC with 20 years of industry experience. He holds a Series 65 designation and previously worked at Clear Rock Advisors, LLC and Matterhorn Capital Management, LLC. Outside of his advisory role, he manages a family foundation as part of the Coast Foundation. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in assets. The firm serves high net worth and ultra-high net worth individuals, corporate pension and profit-sharing plans, trusts, estates, and foundations, offering comprehensive financial planning, portfolio management, and wealth advisory services with a focus on fundamental, value-oriented investment strategies and diversified asset allocation.

James Copeland is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has worked at Advisory Services Network since 2018 and previously held roles at Ameriprise Financial Services, Strategic Advisors, and Fidelity Brokerage Services. Outside of his advisory work, he is an independent insurance agent specializing in annuities and life insurance and serves as president of Copeland Way LLC, a service company for business income, expenses, and taxes. Advisory Services Network is an enterprise firm serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of 208 independent advisers manages approximately $8.6 billion in client assets, offering portfolio management, financial planning, and retirement plan consulting through a variety of investment strategies and implementation options.

Matt Peden is a CFA® charterholder with 25 years of industry experience, currently serving as an advisor at True North Advisors, LLC since 2023. His prior work includes twelve years at Guidestone Financial Services and two years at American Beacon Advisors. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets, serving high net worth individuals, institutions, and pooled investment vehicles. The firm employs a fundamental, bottom-up investment process with a value orientation and diversified asset allocation across equities, fixed income, diversifiers, and private investments.

Carter Monrad is a financial advisor with Hilltop Securities Inc. holding a Series 66 designation. He has been in the industry since 2019, with prior experience at Hartmann Taylor Wealth Management and Momentum Independent Network Inc. Monrad has also been involved with Kinsmen Lutheran Church in a non-investment capacity. Hilltop Securities serves individual, high-net-worth, and institutional clients through advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity solutions. The firm provides an open-architecture platform combining third-party and firm-sponsored strategies, with capabilities in custody, banking, and market-making.

Traci Kurtz is a financial advisor at Hilltop Securities Inc. with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at firms including Merrill and Next Financial Group. Hilltop Securities serves individual and institutional clients with a range of advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan consulting, and annuity-based advisory solutions. The firm features an open-architecture platform utilizing third-party technology and managers, along with proprietary municipal bond strategies, combining custody, banking, and market-making capabilities.

Michael Arnold is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 credential with 29 years of industry experience. He previously worked at Merrill Lynch for 18 years before joining Prospera Financial Services in 2015. Outside of his advisory role, Arnold serves as a board member for the Lea County Planning and Zoning Board and volunteers with the Lea County Sheriffs Posse. Prospera Financial Services is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Sarah Pais is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2016 and previously held roles at LPL Financial, RBC Capital Markets, and Ameriprise. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting services. The firm integrates artificial intelligence tools with fundamental analysis to manage a range of model and separately managed account strategies and offers custom solutions including option-based strategies.