Felicia Belcher is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and seven years of industry experience. She has previously worked at JP Morgan Chase and J. Grant & Associates. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, emphasizing retirement income planning through digital and phone channels rather than direct portfolio management.

Shawn Stone is a financial advisor at Retirement Planners of America with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with MMWKM Advisors, LLC since 2014. In addition to his advisory role, he works as an independent insurance agent for various companies. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee investment program. The firm employs an “Invest and Protect” approach focused on capital preservation and tactical rebalancing, utilizing model portfolios composed mainly of ETFs and mutual funds.

Annie Lamm is a financial advisor at Cain, Watters & Associates, LLC with six years of industry experience. She holds a Series 65 credential and has previously worked at KPMG and the University of Mississippi. Cain, Watters & Associates, LLC 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 both discretionary and non-discretionary solutions across multiple platforms and provides specialized services for dental practice transitions and related matters.

Benjamin Dethlefs is a financial advisor with Retirement Planners of America in Plano, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and TD Ameritrade. He is also a passive investor in MedHawk Gunite & Concrete LLC, a company providing concrete services to pool construction firms. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants, using a model-driven “Invest and Protect” approach focused on capital preservation and tactical rebalancing.

Janet Broyles is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses with 42 years of industry experience. She has worked with LPL Financial since 2005 and with Advisor Resource Council since 2013. Broyles also manages the Mamie Whitehurst Humphrey Trust in a fiduciary capacity. Advisor Resource Council serves individuals, retirement plans, charitable organizations, and business entities, providing asset management, financial planning, and consulting services through a network of investment adviser representatives. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies, and supports custom solutions including option-based strategies.

Lauren Roecker is a financial advisor at Cain, Watters & Associates, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at PricewaterhouseCoopers. Cain, Watters & Associates, LLC provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, individuals, trustees, and plan sponsors. The firm offers various solutions, including ERISA plan advisory, pooled trust offerings, unified managed accounts, and referrals to tax and accounting specialists.

Matthew Frost is a CFP® with six years of industry experience, currently serving as a financial advisor at Quotient Wealth Partners, LLC. Prior to joining Quotient in 2024, he worked at Astoria Strategic Wealth from 2020 to 2024 and held various roles including positions at Texas Tech University and LexisNexis. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm offers customized financial planning and investment management using diversified, factor-tilted portfolios and tools for held-away account management, supported by a multi-advisor team and partnerships that enhance operational capabilities.

Melina Trevino is a financial advisor at Level Four Advisory Services with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research Advisors, Granite Financial Group, and Fidelity Investments. Trevino is also an insurance license holder, though she is not currently active in that capacity. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across more than 13,000 client relationships. The firm serves a diverse client base with fee-only financial planning, discretionary and non-discretionary asset management, and retirement plan advisory services, utilizing model portfolios and both affiliated and third-party sub-advisers.

John Coyle is a financial advisor at Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. His prior roles include positions at Hilltop Securities Inc. and Oppenheimer. Momentum Independent Network serves a diverse client base including individuals, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage services. The firm uses a platform model that incorporates third-party managers and Envestnet for investment advice, account management, and offers various managed account options along with integration with Hilltop affiliates for municipal bond strategies and cash management features.

Robert Stern is a CFP® with 25 years of experience in the financial services industry. He is currently an advisor at Jefferies Investment Advisers LLC, where he has worked since 2026. His prior experience includes roles at RBC Capital Markets, JPMorgan Chase Bank, J.P. Morgan Securities, Fidelity, Ameritas Investment Company, and EFG Corporation. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized and collaborative planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning.

Benjamin Biggs is a financial advisor with SageSpring Wealth Partners in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Raymond James Financial Services in various capacities between 2008 and 2016 before joining SageSpring Wealth Partners, where he has been since 2008. He is also president of Biggs Wealth Team, a support company that assists clients with retirement planning and asset management. SageSpring Wealth Partners serves a diverse client base including individual, institutional, and plan sponsor clients. The firm offers discretionary investment management, financial planning, and consulting services, tailoring portfolios using various asset types and employing both fundamental and technical analysis, combined with multi-team resources and institutional capabilities.

Danny Boyce is a CFP® and CFA® with 26 years of industry experience. He has been with Lee Financial Corporation since 1999. Outside of his advisory role, Boyce serves as founder, treasurer, and chairman of the board for the Flubert Foundation, a private charitable organization, and is involved in volunteer leadership and investment activities for the Allen Park Foundation and other nonprofit entities. Lee Financial Company, LLC is a multi-team firm that 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 serves as investment adviser to private pooled investment vehicles while offering family office and foundation services.

Benjamin Gerald is a financial advisor at Quartz Partners Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including MassMutual Investors Services, New York Life Insurance Company, and Eagle Strategies. Gerald is the founder and president of 75INC LLC, a professional networking association, and serves as president of NAIFA - Dallas. He is also co-founder and managing partner of Audible Financial Group and Audible Consulting, focusing on fixed insurance solutions and coaching insurance agents. Quartz Partners Investment Management provides model-based investment management for individual investors, retirement plans, institutions, and financial intermediaries. The firm combines top-down macro analysis with bottom-up stock selection across multiple model portfolios, offering discretionary account management and advisory services through various delivery platforms.

Michael Gomez is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has worked at Prospera since 2005, following prior roles at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets, serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, and access to multiple advisory platforms, combining discretionary and non-discretionary account management with various investment models and third-party managers.

Matthew Davis is a CFP® with 10 years of industry experience. He currently works at Quotient Wealth Partners, LLC and has previously been with Goldman Sachs Personal Financial Management for seven years. Quotient Wealth Partners advises a diverse client base including individuals, trusts, estates, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services using tailored investment programs implemented through ETFs, mutual funds, individual securities, and third-party managers.

William Geist is a financial advisor at Quotient Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation. His prior work includes roles at RefiJet, Einsten Bros Bagels, and the Denver Broncos. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and wealth management services for both non‑high‑net‑worth and high‑net‑worth clients. The firm uses tailored investment programs primarily through ETFs, mutual funds, individual securities, and third‑party managers, combining fundamental and cyclical analysis to construct diversified, factor‑tilted portfolios.

Heidi Barnett is a financial advisor at Cain, Watters & Associates, LLC with 19 years of industry experience. She holds a Series 65 designation and has been with Cain, Watters & Associates since 2002. 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 donor-advised fund services through Schwab Charitable.

Lowell Johnson is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at SWS Financial Services since 2009. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, and institutional clients. The firm offers a range of investment advisory programs, managed accounts, financial planning, and brokerage services, utilizing a platform model with third-party managers and integrated solutions through Hilltop affiliates.

Louis Bruno is a financial advisor at Level Four Advisory Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Level Four Advisory Services since 2021, with prior roles at Level Four Financial, LLC, and Grosse Pointe Investor Services. Outside of advisory work, he serves as president of Grosse Pointe Investor Services, a non-investment related company. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm provides fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of direct management, affiliated sub-advisers, and third-party managers.

Mason Stern is a financial advisor at Cain, Watters & Associates, LLC with 11 years of industry experience. He holds the Series 65 designation and has been with Cain, Watters & Associates PLLC since 2014. 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 manages donor-advised funds through Schwab Charitable.