Charles Seigler Jr. is a CFP® professional with 21 years of industry experience, currently affiliated with Prospera Financial Services, Inc. since 2016. He holds Series 63 and Series 65 licenses and is based in Belmont, NC. Prospera Financial Services, Inc. is a large advisory firm serving individuals, corporate and charitable entities, and retirement plans through a network of about 207 advisors across roughly 140 offices. The firm offers a range of investment advisory and financial planning services using multiple platforms and combines firm models, third-party sub-advisers, and customizable allocations for portfolio management.

Brian Dominguez is a financial advisor at USAA Investment Services Company with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for two years. Before entering the financial industry, he worked in automotive sales and the restaurant business. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers guidance on retirement savings, asset allocation, risk tolerance, and income planning, and refers clients to third-party broker-dealers or advisers for investment accounts.

Lacey Buteyn is a financial advisor at Kingswood Wealth Advisors, LLC with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Level Four Advisory Services and LPL Financial. Outside of finance, she is involved in Bodybump Fitness as a yoga instructor and health coach. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform and integrates affiliated financial entities to support insurance-linked account management.

Curtis Stephens is a financial advisor at Coppell Advisory Solutions LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Peak Brokerage Services, Capital Advisor Network, and Center Street Securities. Outside of his advisory role, he serves as a board member for Madison County in Edwardsville, IL. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, offers discretionary portfolio management and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm uses an open-architecture investment platform with internally developed and third-party asset allocation models, employing a wide range of investment tools and continuous portfolio monitoring.

Jonathan Rawlings is a CFP® professional with 21 years of industry experience, currently serving at Prospera Financial Services, Inc. He has previously worked at Hilltop Securities, Cetera Advisor Networks LLC, United Capital Financial Advisers, LLC, and Girard Securities, Inc. Rawlings is based in Dallas, TX. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer with approximately 207 advisors across 140 offices, managing around $12.4 billion. 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 management options.

Michael Young is a financial advisor with Integrated Advisors Network LLC in Dallas, TX, holding Series 63 and Series 65 designations and over 31 years of industry experience. His prior roles include positions at Specialized Advisors, LLC, Mission Institutional Advisors, First Financial Equity Corporation, AEP Wealth Management LLC, and Compliance Works Inc. Outside of his advisory work, he serves as the managing member of SPARK, PHILLIPS & WYLER, LLC, a holding company. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a variety of investment approaches and often utilizes third-party sub-advisers while providing ongoing portfolio oversight and rebalancing.

Jacob Rothenberg is a financial advisor at Procyon with Series 65 and Series 66 credentials and two years of industry experience. Prior to joining Procyon, he worked at Oliver LaGore VanValin Investment Group and spent ten years at Bank of America. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, and retirement plans. The firm offers investment management, financial planning, and consulting services, utilizing a fundamentally driven investment process that incorporates mutual funds, ETFs, equities, and fixed income through both internal and third-party management.

Eric Drudge is an advisor at Integrity Advisory Solutions with a Series 65 credential and two years of industry experience. Prior to joining Integrity Advisory Solutions in 2026, he worked at Encompass More Asset Management LLC for two years and has been co-founder of The Triumph Agency LLC since 2019, a financial insurance services business he operates with his wife. Drudge is licensed as a life insurance producer and offers Medicare supplement and advantage plans as complementary services to his advisory role. Integrity Advisory Solutions is a multi-team firm serving individuals, trusts, estates, corporations, and other business clients through approximately 100 independent advisors. The firm manages about $1.1 billion in assets and provides portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing various asset-allocation frameworks and third-party platforms to tailor investment strategies.

Eunice Armstrong is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 19 years of industry experience. She has been with USAA and its affiliated entities since 2013. Outside of advising, she works as a mobile notary signing agent, operates a travel consulting business, and is involved in guest services at a local spa. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the public. The firm does not manage client assets but supports clients through retirement income planning and refers investment accounts to Charles Schwab.

Benjamin Shae is a CFP®-credentialed financial advisor with 15 years of industry experience, currently with LEE Financial Company, LLC in Dallas, TX. He has been with the firm since 2009. LEE Financial Company provides fee-only financial planning and discretionary and non-discretionary portfolio management to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based model centered on its WholeVision™ planning framework and manages tailored portfolios that may include a range of investment types, including private investments and pooled investment vehicles.

Jaze Randolph is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Cain, Watters & Associates, he worked at Eide Bailly and The Runaway Train and was affiliated with Howard Payne University. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension and profit-sharing plan sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Mariela Ponce Gomez is a financial advisor at Hilltop Securities Inc. with two years of industry experience. She holds the Series 66 designation and previously worked at BBVA Securities Inc., BBVA Compass Insurance Agency, and COMPASS Bank from 2015 to 2021. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of managed account programs and retirement-plan fiduciary services through an open-architecture platform, with a distinctive custody capability and access to diverse investment strategies.

Barry Guinn is a financial advisor with Arax Advisory Partners in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at U.S. Capital Wealth Advisors, LLC, and USCA Securities LLC. Outside of the financial industry, he is the sole owner and managing partner of 1-800-STRIPER, LLC, a pavement and parking lot striping business. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management with third-party models and external managers, offering a range of services including financial planning and retirement plan consulting.

Michael Campbell is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding a Series 63 designation with 45 years of industry experience. He has been with Hilltop Securities since 2009. 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 fiduciary retirement-plan consulting through an open-architecture platform incorporating multiple adviser-managed and model-based investment solutions.

Victoria Capella is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. Her prior work includes roles at Wells Fargo Advisors and PrimeLending. Beyond her advisory work, she operates a swim instruction business and provides resume writing services. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement-plan advisory, and municipal bond strategies, combining custody, banking, and market-making capabilities.

Kiley Bratton is a financial advisor at Cain, Watters & Associates, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at KPMG and Texas Christian University. Cain, Watters & Associates, LLC 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 ERISA plan advisory, pooled trust offerings, unified managed accounts, and donor-advised fund management, utilizing both discretionary and non-discretionary investment solutions across multiple platforms.

Mark Koellner is a CFP® professional with 19 years of experience in financial advising. He currently works at SteelPeak Wealth, LLC and has previously held roles at Titleist Capital, Titleist Asset Management, Edward Jones, and USAA Financial Planning Services. In addition to his advisory work, he is also active as an insurance agent, selling insurance products to clients. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, and registered investment companies. The firm provides financial planning, retirement consulting, discretionary portfolio management, and access to alternative investments through proprietary model portfolios and private placement solutions.

Stanley Smrke is a financial advisor at Realta Investment Advisors, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked with firms including International Assets Advisory, LLC and Transamerica Financial Advisors, Inc. In addition to his advisory role, he serves as Executive Vice President at Montego Minerals LLC, where he is involved in raising capital for investment funds in the oil and gas sector. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice through comprehensive advisor interviews and implements strategies using diversified asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments.

Colin Thomas is a financial advisor with BOK Financial Securities, Inc. He holds a Series 66 designation and recently began his advisory career in 2026. Prior to this, he spent nine years at Textron Aviation. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm provides non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, alongside financial planning and consulting.

Richard Pascuzzi is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with Prospera since 2000 and is also involved as owner and advisor of PSE Wealth Management and Prospera Life & Annuity, Inc., an insurance agency. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors across 140 offices, offering investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.