Marcus Egiebor is a financial advisor at Integrity Advisory Solutions with Series 63 and Series 65 credentials and four years of industry experience. He has held roles at Trust Access Firm, LLC and Insurance Access, where he manages insurance sales and estate planning activities. Marcus also serves as a managing general agent in the fixed insurance business. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing a variety of asset-allocation frameworks and third-party platforms to construct tailored investment portfolios.

Stephen Jones is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Hilltop Securities in various capacities since 2000. Hilltop Securities serves individual, high-net-worth, and institutional clients through both investment advisory and broker-dealer services. The firm offers a range of solutions including managed accounts, financial planning, retirement-plan advisory, and brokers execution and custody functions, utilizing an open-architecture platform with both third-party and firm-sponsored strategies.

Thad Ortez is a CFP® with 25 years of industry experience, currently with Ascentis Independent Advisors, LLC in Dallas, TX. He has worked at firms including Raymond James Financial Services and Wells Fargo Clearing Services. Ortez serves as a finance and investment committee member and deacon at Calvary Reformed Church and is CEO of Instlo, Inc. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a combination of discretionary management, third-party managers, and platform solutions tailored to client objectives.

Travis Floyd is a financial advisor with Advisor Resource Council, holding a Series 66 designation and 16 years of industry experience. His career includes roles at J.P. Morgan Securities, Edward Jones, and LPL Financial. Floyd also manages Travis Floyd Financial, LLC, a separate business entity focused on tax and investment matters. Advisor Resource Council is an SEC-registered advisory firm serving individuals, retirement plans, charitable organizations, and business entities. The firm integrates artificial intelligence tools with fundamental analysis to offer model and customized investment strategies through its AIQ platform, and it utilizes various third-party platforms to tailor solutions to client needs.

Melissa Cox is a CFP® professional with 21 years of industry experience, currently serving at Van Clemens Wealth Management, LLC. She has previously worked at Doucet Asset Management, Institutional Securities Corp, and Fetterman Investments. In addition to her advisory role, Melissa owns Future Focus Wealth, where she manages an independent financial services practice and engages in authoring and public speaking. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients across various wealth levels. The firm customizes portfolios using both discretionary and non-discretionary strategies, employing modern portfolio theory and fundamental and technical analysis, and utilizes a broad range of third-party managers as well as an in-house Growth Opportunities model focusing on micro- and small-cap equities.

Sheldon Benge is a CFP® professional with 18 years of industry experience, currently serving at Advisor Resource Council. He has worked previously with Goldman Sachs Wealth Services and Wells Fargo Clearing. Benge manages his advisory activities through Advisor Resource Council, where he is actively engaged. Advisor Resource Council is an SEC-registered firm serving individuals—including high net worth clients—retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with traditional fundamental analysis to offer model and separately managed account strategies alongside custom investment solutions.

Chase Moody is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX. He holds a Series 65 designation and began his advisory career in 2025 after graduating from Oklahoma State University. Prior to joining Quotient, he attended Cascia Hall Preparatory School. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management tailored to client risk profiles. The firm manages assets primarily through ETFs, mutual funds, individual securities, and third-party managers, applying fundamental and cyclical analysis to create diversified, factor-tilted portfolios.

April Harper is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 18 years of industry experience. She has been with Prospera Financial Services since 2008. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Thadius Beavers is a financial advisor at M Holdings Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including E*TRADE Securities LLC and TIAA-CREF. He was also involved with Level Four Advisory Services as a branch manager and supervisory principal. M Holdings Securities, Inc. serves a range of clients, including individuals, retirement plans, and charitable organizations, offering advisory and brokerage services through a nationwide network of independent firms and professionals. The firm provides discretionary and non-discretionary investment management, retirement plan consulting, and financial planning, supported by platform providers and sub-advisory relationships.

Kenneth Price is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 29 years of industry experience. He worked previously at MICG Investment Management, LLC from 2001 to 2009 before joining Prospera in 2009. Outside of his advisory role, he is co-owner of PricePerkins LLC, an insurance agency, and volunteers for Staples Mill Road Baptist Church. 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 platforms including their proprietary Summit programs and third-party platforms like Envestnet and SEI.

Donald Genord III is a financial advisor at Level Four Advisory Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services and Concurrent Advisors. Outside of advising, he is also active as an insurance agent. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion. The firm serves individuals, corporations, retirement plans, and municipal entities, offering financial planning, portfolio management, retirement-plan consulting, and fiduciary services through a combination of model portfolios, wrap platforms, and sub-advisors.

Hilary Pluemer is a CFP® professional with 38 years of industry experience, currently serving as an advisor at Prospera Financial Services, Inc. since 2015. Prior to joining Prospera, Hilary worked for six years at Avantax Advisory Services. Outside of advising, Hilary is the owner and sole proprietor of a business management consulting firm that provides consulting services to a retail clothing store. 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, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Mary Sargent is a financial advisor at Level Four Advisory Services with 16 years of industry experience. She holds a Series 66 designation and has worked at Level Four Advisory Services since 2015, previously spending six years at LPL Financial. Outside of her advisory role, she serves as a fitness instructor at the Wilson Family YMCA and is a board member of the Wilson Downtown Development Corporation. 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, utilizing model portfolios and a combination of internal and third-party management solutions.

Jason Dempsey is a CFP® with 24 years of industry experience. He is currently with USAA Investment Services Company and USAA Life Insurance Company, having previously worked at Charles Schwab Bank, Charles Schwab and Co., and various USAA affiliates. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members through phone and digital channels, facilitating referrals to third-party broker-dealers or advisers rather than managing client assets directly.

Nicholas Lopez is a financial advisor at Retirement Planners of America with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Fisher Investments and J.P. Morgan Securities. Retirement Planners of America provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and retirement plan participants, primarily through a wrap-fee investment program. The firm employs an “Invest and Protect” approach focused on capital preservation and tactical rebalancing using model portfolios composed largely of ETFs and mutual funds.

Karen Meinz is a financial advisor with Advisor Resource Council, holding a Series 66 designation and 20 years of industry experience. She has worked with Advisor Resource Council and its DBA 360 Wealth Management since 2013, and previously with LPL Financial and Edward Jones. Meinz also sells non-variable insurance products through Fidelity Financial. Advisor Resource Council serves individuals, retirement plans, charitable organizations, and business entities by providing asset management, financial and retirement plan consulting, and referrals to third-party money managers. The firm combines artificial intelligence tools with fundamental analysis in its investment strategies and offers a range of managed account solutions and custom options strategies.

Colin Bindner is a Certified Financial Planner® (CFP®) with 12 years of industry experience. He has worked at True North Advisors, LLC since 2019 and spent six years with United Capital Financial Advisers, LLC prior to that. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets. The firm serves very high net worth and ultra-high net worth individuals, corporate pension and profit-sharing plans, trusts, estates, foundations, and other business entities, offering comprehensive financial planning, portfolio management, and wealth advisory services with an investment approach focused on fundamental, bottom-up analysis and broad diversification across equities, fixed income, diversifiers, and private investments.

Brian Weatherly is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Quotient Wealth Partners, LLC. His career includes roles at Goldman Sachs Personal Financial Management, Mercer Allied Company, and Cetera Advisor Networks. 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 tailored financial planning, consulting, and investment management services, employing diversified, factor-tilted portfolios and tax-aware strategies across ETFs, mutual funds, individual securities, and third-party managers.

Valentin Lukasik is a Series 65-licensed financial advisor with Advisor Resource Council in Dallas, TX, with one year of industry experience. His prior work history includes roles at Societe Generale, Financiere Tiepolo, and Barnes International, as well as periods as a full-time student. Advisor Resource Council serves individuals, retirement plans, charitable organizations, and business entities by providing asset management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm integrates artificial intelligence with fundamental analysis to offer model and separately managed account strategies and custom solutions tailored to client needs.

Laura Young is a Series 66 registered advisor with Hilltop Securities Inc. in Dallas, Texas, where she has worked since 2019. She has three years of industry experience and prior work history includes positions at Costco, Allen Public Library, Party City, and ToysRUs. Hilltop Securities serves individual, high-net-worth, and institutional clients through advisory and broker-dealer services on an open-architecture platform. The firm combines custody, banking, and market-making capabilities, offering managed accounts, retirement-plan consulting, and municipal bond strategies.