John Cervantes is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior experience includes roles at TCA Financial Group, LLC, A. G. Edwards & Sons, Inc., and UBS Financial Services. He serves on the board of Pine Lake Country Club. 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, including both discretionary and non-discretionary account management.

Daniel Lancaster is a CFP® and CFA® with 11 years of industry experience. He currently works at Advisors Capital Management, LLC and has previous experience at Fisher Investments and Ameriprise Financial Services. He is also involved with Lancity Enterprises, LLC, operating as The Wealth Expedition. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, providing discretionary portfolio management through customized accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection across equity, fixed-income, and tactical approaches, managing over $8 billion in assets for approximately 17,800 clients.

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.

Kade Orsburn is a financial advisor at SEIA with a Series 65 credential and four years of industry experience. His prior roles include positions at Solutions 4 Wealth and the Denton County District Attorney's Office. Outside of advising, he manages several non-investment businesses, including Circle KO Holdings, LLC, a consulting company, and interests in mineral rights and property management. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm provides investment management, financial planning, retirement plan consulting, and investment consulting, combining strategic asset allocation with tactical adjustments primarily on a non-discretionary basis.

Gerard Raymond is a financial advisor at Soltis Investment Advisors, LLC with Series 63 and Series 65 credentials and approximately one year of experience in the industry. His prior work includes roles at Charles Schwab and positions outside the financial sector, including at Lululemon and 24 Hour Fitness. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence to select a range of investment vehicles, and it provides ongoing client communications and performance reviews.

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 an advisor at BOK Financial Private Wealth, Inc., where he has worked since 2019. Prior to this, he spent four years at AllianceBernstein L.P. BOK Financial Private Wealth, Inc. provides investment management, wealth advisory, and financial planning services to high-net-worth individuals, trusts, estates, and various institutional clients. The firm uses a team-based investment approach supported by BOKF, NA’s research group and offers diversified portfolios with fiduciary support and asset-allocation guidance.

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.

Colton Green is a Series 66-licensed financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He previously worked at Lincoln Investment and Valic Financial Advisors and has a background that includes roles in education and small business operations. Outside of his advisory role, he is involved with RETIRESIMPLY, where he engages in insurance sales and client financial goal meetings. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individual, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a multifaceted investment approach that includes fundamental, technical, and cyclical analysis, as well as model portfolios and uses discretionary and non-discretionary management for clients.

Yanyi Tang is a financial advisor at Van Clemens Wealth Management, LLC with two years of industry experience. They hold a Series 66 designation and have worked at multiple firms including Equitable Advisors, LLC and MCM CPAs. Outside of advisory work, Tang owns Scheng Insurance Agency, providing commercial insurance, and operates an online jewelry sales business through Blue Island LLC. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios based on clients’ objectives, risk tolerance, and time horizon, utilizing a mix of modern portfolio theory, fundamental and technical analysis, and access to over 500 third-party managers across various platforms.

David Yarbrough is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Prospera Financial Services since 2000. Prospera Financial Services is a multi-team advisory firm with 271 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities through financial planning, portfolio management, and access to multiple advisory programs and platforms.

Thomas Rasmussen is a CFP® professional with nine years of industry experience. He is currently with Soltis Investment Advisors, LLC and has previously worked at Mission Wealth Management, Bluesky Wealth Advisors, Community First Bank/HFG Trust, EP Wealth Advisors, NewFocus Financial Group, and Fidelity Brokerage Services. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to a diverse client base, including high-net-worth individuals, institutions, and retirement plans. The firm employs a Modern Portfolio Theory approach combined with quantitative and qualitative analysis, and it emphasizes ongoing client communication through regular performance reviews and market commentary.

Adam Lucart is a Series 66-licensed financial advisor with eight years of industry experience. He currently works at Principal Advised Services in Corinth, TX, and has prior experience at Charles Schwab & Co., Inc. and Fidelity Brokerage Services, LLC. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. As part of the Principal Financial Group family, the firm combines proprietary models and third-party methodologies to deliver advice supported by dedicated governance and supervision teams.

Richard Megica Jr. is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has worked at The Mather Group, LLC since 2016 and previously held roles at Charles Schwab Bank and Charles Schwab from 2012 to 2016. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and customized portfolio options, combining technology tools with human oversight.

Richard Bennett is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Advisor Resource Council since 2013 and has worked with LPL Financial since 2008. Outside of advisory roles, he is involved in non-variable insurance sales and tax preparation on a limited basis. 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 investment adviser representatives. The firm utilizes actively managed strategies combining artificial intelligence with fundamental analysis across diversified portfolios, including equities, fixed income, alternatives, and options-based techniques.

Thomas Clark is a financial advisor at Grimes & Company with 11 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Securities LLC and TD Ameritrade. Outside of his finance career, he serves as President and Pastor of Oak Stone Christian Church. Grimes & Company provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, estates, pension plans, and government entities. The firm employs customized investment strategies supported by proprietary research and offers a range of services from basic financial planning to advanced estate-document support.

Daniel Hornbaker is a financial advisor at Howard Capital Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Guggenheim Investments for 28 years and Northern Lights Distributors, LLC. Howard Capital Management serves a diverse range of clients, including retail and high-net-worth individuals, trusts, estates, and institutional investors. The firm employs proprietary tactical indicators and model portfolios, mainly using its own mutual funds and ETFs, and provides discretionary portfolio management and related services.