Michael Lowsley is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 65 and Series 66 registrations and bringing 19 years of industry experience. His prior roles include positions at LPL Financial, Amundi Distributor US, Inc., Resolute Investment Distributors, Inc., and Allianz Global Investors. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises through asset management, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs AI-driven model portfolios combined with traditional fundamental analysis and offers tailored investment strategies across various account tiers.

Katie Keppler is a Certified Financial Planner (CFP®) with 12 years of industry experience. She currently works at Titleist Asset Management, LLC and Titleist Capital, LLC, where she has been since 2025. Her prior experience includes roles at Merrill Lynch, Harwood Wealth Management, and Wealth Management Advisors, LLC. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, employee plans, charitable organizations, and business entities. The firm employs a Rules Based Investing system and offers customized portfolios across a range of strategies, integrating advisory services with affiliated brokerage, insurance activities, and tax/accounting services through affiliated providers.

John Prewitt is a financial advisor at The AmeriFlex Group with 13 years of industry experience and holds the Series 66 designation. His work history includes roles at Cambridge Investment Research, The AmeriFlex Group, OSAIC, and SCF Investment Advisors. Outside of advisory services, he owns and operates several businesses including Cohesion Companies, LLC, and Prewitt CPA, PLLC, which provides tax services. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting, delivering customized strategies through model asset allocations and manager relationships.

Christopher Maxtone Graham is a financial advisor at Mariner Independent with 30 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Morgan Stanley and Morgan Stanley Private Bank, N.A., and he is the founder of Vail Capital Management, LLC. He also serves as an active executor and co-executor for estates in Dallas, Texas. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services through a platform that integrates institutional resources and affiliated investment options.

Justin Davis is a financial advisor with Grimes & Company in Southlake, TX, holding the CFP® designation and securities licenses Series 63 and Series 66. He has 17 years of industry experience, including roles at J.P. Morgan Securities and TD Ameritrade. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, providing discretionary investment management and financial planning. The firm uses proprietary research and diverse investment strategies, including third-party long/short and options strategies, and is known for its affiliated private investment vehicle and work with other advisers and municipal clients.

Laura Kimball is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked with Brighton Jones LLC since 2022 and previously held roles at Facet Wealth, Aspire Planning Associates, Kimball Financial Services, United Capital, and Capital One. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.

Keri Vigil is a financial advisor with Momentum Independent Network Inc. in Amarillo, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with SWS Financial Services since 2010. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage services. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement consulting, and custody services, utilizing a platform model with third-party managers and integrated solutions from Hilltop affiliates.

John Crook is a financial advisor with Prospera Financial Services, Inc. in Macon, GA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Prospera since 2015. Outside of his advisory role, Crook serves on the board of the Georgia Industrial Children's Home Foundation and is involved in entrepreneurial activities, including a land clearing business and ownership of a real estate holdings company. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through about 207 advisors. The firm provides investment advisory and financial planning services via multiple platforms and combines firm models, third-party sub-advisers, and customizable allocations for portfolio management.

Meghan Gray is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Her prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, Hornor, Toensend, & Kent LLC, and Tekaccel Technologies. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals—including non‑high-net-worth and high-net-worth clients—as well as corporations and qualified retirement plans. The firm offers a range of managed account programs and financial planning services, delivering solutions primarily through a platform relationship with Envestnet.

Steven Gundy is a financial advisor with BFC Planning, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with BFC Planning and Berthel Fisher & Company Financial Services since 2012. Outside of his advisory role, Gundy serves as a director and loan committee member at United Texas Bank, is involved with a bed and breakfast ranch as a partner and operator, and participates on the advisory boards of the Ackerman Center for Holocaust Studies and the Anti-Defamation League Texoma. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory and institutional platforms, with investment strategies that primarily utilize stocks, bonds, mutual funds, and ETFs.

Brick Parsons is a financial advisor with Advisor Resource Council, holding a Series 66 designation and 16 years of industry experience. His prior work includes eight years at Edward D Jones and concurrent roles at LPL Financial since 2017. Outside of advisory services, he owns a small business focused on purchasing, repairing, and reselling electronic equipment. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across various asset classes and provides both discretionary and nondiscretionary portfolio management.

Peter Vescovi is a financial advisor at Regal Investment Advisors LLC in Dallas, TX, holding a Series 66 license with 18 years of industry experience. His prior roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he serves as president of PETR Ventures, LLC, a business consulting firm, and is also an author and speaker. Regal Investment Advisors LLC provides discretionary investment management services through independent advisers, serving a range of individual, charitable, and corporate clients. The firm offers proprietary and third-party investment strategies with discretionary implementation and rebalancing authority granted by the advisers.

David Mc Clanahan is a financial advisor with BOK Financial Securities, Inc. in Austin, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at CitiGroup and Wells Fargo Advisors. BOK Financial Securities serves a diverse client base including individuals, high-net-worth investors, corporations, and government entities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by its affiliate Strategic Investment Advisors.

Michael Reeves is a financial advisor at Strategic Wealth Investment Group, LLC in Dallas, TX, with 14 years of industry experience. He holds Series 65 and Series 63 designations and has worked at several firms including Global Financial Private Capital, Carlson Financial, and WealthRemedy LLC. Reeves also provides insurance quotes for life insurance and fixed indexed annuities as an insurance agent. Strategic Wealth Investment Group offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, along with services for corporations and business entities. The firm uses a combination of internally developed and third-party model portfolios, employing various investment analysis methods and may delegate trading to third-party managers while maintaining client suitability oversight.

Nathan Walsh is a Series 65-licensed financial advisor with International Assets Investment Management, LLC, based in Dallas, TX, and has three years of industry experience. Prior to joining IAIM, he worked at Fisher Investments and held a position with the United States House of Representatives. Outside of his advisory role, Walsh serves as an assistant coach for a lacrosse club in Dallas. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers customized, long-term portfolio strategies utilizing mutual funds, ETFs, equities, and fixed income, and may incorporate third-party managers and wrap programs in its client solutions.

David York is a CFP® professional with two years of industry experience, currently serving at Index Fund Advisors, Inc. He previously worked at Cain, Watters & Associates, LLC and PricewaterhouseCoopers LLP. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm emphasizes portfolio management using primarily passively managed funds guided by Modern Portfolio Theory and a multi-factor framework, and also offers integrated tax services through its separate IFA Taxes division.

Cameron Neumann is a financial advisor at Level Four Advisory Services with two years of industry experience. He holds a Series 65 designation and has previously worked at Financial Life Advisors, Level Four Financial, and R.Q. Boothe and Associates. Outside of advisory work, he is involved in insurance-related activities. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion through 115 advisors. The firm serves a diverse client base, offering fee-only financial planning, asset management, and retirement plan advisory services, and utilizes model portfolios developed by an internal Investment Committee and affiliated or third-party sub-advisers.

Brittany Smith is a financial advisor at Concurrent Investment Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked previously at firms including Wells Fargo Advisors and Raymond James Financial Services Advisors, Inc. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm operates at an enterprise scale with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in client assets.

Lora Hoff is a CFP® professional with 27 years of industry experience, currently serving at Concurrent Investment Advisors, LLC. Her prior roles include positions at Investment Planners, Inc. and Ipi Wealth Management, where she worked for 18 years, as well as at Purshe Kaplan Sterling Investments. Hoff also provides insurance advice tailored to client needs. Concurrent Investment Advisors operates at an enterprise scale with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in assets. The firm offers wealth management, financial planning, and retirement advisory services, employing a long-term investment approach with diversified portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

Eugene Parrish is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Hilltop Securities since 2009. Hilltop Securities Inc. serves individuals, corporations, nonprofits, and institutional clients, offering brokerage, advisory, and retirement-plan consulting services. The firm manages approximately $2.25 billion in assets and provides a range of investment programs through an open-architecture platform that includes adviser-managed and model-based strategies.