Lauren Britt is a financial advisor with Quotient Wealth Partners, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Quotient Wealth Partners, she held positions at several firms including Corient Services LLC and Avalon Wealth Management LLC. Quotient Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion for about 1,900 clients through a team of 26 advisors and utilizes a diversified investment approach incorporating ETFs, equities, fixed income, mutual funds, options, and alternative investments.

Ryan Mcenerney is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Frisco, TX. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Mcenerney has been with The Oak Ridge Financial Services Group since 2014. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both high-net-worth and non-high-net-worth households. The firm offers managed accounts, access to third-party portfolio managers through RBC Capital Markets, and comprehensive or segmented financial plans, with most accounts managed on a non-discretionary basis and custody handled through RBC Clearing & Custody.

Blaine Malcolm is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Merit Financial Advisors in Frisco, TX. His background includes roles at Purshe Kaplan Sterling Investments, Stratos Wealth Partners, Lifestyle Planning Solutions, LPL Financial, and The Botsford Group. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services centered on long-term, diversified portfolios, combining internally managed models with advisor customization and various authority options.

Eric Blake is a financial advisor at RFG Advisory, LLC with a Series 65 designation and one year of industry experience. Prior to joining RFG Advisory, he worked at LMW Tax Solutions, Doodash, and Starbucks. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts using a mix of actively managed and passive strategies, including direct indexing and tax-aware approaches.

Chad Wood is a financial advisor at BOK Financial Securities, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities, LLC and TIAA-CREF. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with model strategies ranging from income-oriented to ESG-focused approaches.

Thomas Pace is a financial advisor with Retirement Planners of America in Plano, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with MMWKM Advisors, LLC for the past decade. He is also an independent insurance agent. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program for individuals, high-net-worth clients, and retirement plan participants. The firm uses an “Invest and Protect” approach focused on capital preservation and tactical rebalancing, employing model portfolios largely composed of ETFs and mutual funds while maintaining discretionary trading authority.

Matthew Middleton is a financial advisor with Advisor Resource Council, holding a Series 65 credential and five years of industry experience. He has been with Advisor Resource Council since 2021 and has work history including roles at LPL Financial and as a bartender at The Colony Wine Bar. Outside of advising, he has worked in the hospitality sector. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering 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 coordinates estate-planning services through external legal professionals.

Shaun Aguilar is a financial advisor at Trajan Wealth, L.L.C. with four years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. In addition to his advisory role, Aguilar is also involved in insurance sales, focusing on fixed indexed annuities. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with an investment process tailored to client objectives and informed by multiple analytical approaches.

Aaron Rosenthal is a financial advisor with Cain, Watters & Associates, LLC who holds the Series 65 designation and has two years of industry experience. Prior to joining Cain, Watters & Associates, he worked at Deloitte and held various roles including positions at Arvest Bank and the University of Central Arkansas. 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 investment solutions and incorporates affiliated banking and accounting resources into its service offerings.

Bobi Williams is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and bringing 21 years of industry experience. She has held various roles within USAA-affiliated entities since 2014, including positions at USAA Life Insurance Company and USAA Financial Planning Services. 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 delivers Retirement Income Strategy Reports and facilitates referrals to third-party broker-dealers and advisers, operating mainly as a referral intermediary without managing client assets.

Aidan Jahnke is a financial advisor at Quotient Wealth Partners, LLC with a Series 65 designation and one year of industry experience. His background includes roles in education and hospitality, including positions at the University of North Texas, Collin College, Taverna Rossa, Plano West High School, and Rice Middle School. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans with financial planning, consulting, and both discretionary and non-discretionary investment management. The firm uses diversified portfolios with low-cost ETFs, individual securities, mutual funds, options, and alternative investments, applying tax-aware strategies and utilizing third-party platforms for portfolio implementation and monitoring.

Zachary Beckerley is a CFP® professional with 17 years of industry experience, currently serving with Merit Financial Advisors. His prior work includes roles at Purshe Kaplan Sterling Investments, LPL Financial, and Stratos Wealth Partners. He serves on the board of directors for Mazie's Mission, a nonprofit organization, where he reviews financials and assists with decision-making. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach utilizing centrally managed portfolios and customizable models overseen by an internal Investment Management team.

Jeremy Bisceglia is a CFP® professional with 20 years of industry experience, currently serving at Level Four Advisory Services. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Outside of advisory services, he is involved with Level Four Insurance Agency, focusing on insurance sales. Level Four Advisory Services manages approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, implementing client strategies through model portfolios, various wrap platforms, and unaffiliated sub-advisors.

David York is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with various USAA entities since 2014, including USAA Life Insurance Company and USAA Financial Planning Services. Outside of his advisory role, he is involved in property ownership as a landlord. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products, operating primarily as a retirement-advice intermediary rather than a portfolio manager.

Wendy Hosner is a financial advisor with Level Four Advisory Services in Dallas, TX, holding a Series 66 credential and 21 years of industry experience. Her prior roles include positions at Ameriprise Financial Services and Wells Fargo Advisors. She assists in the preparation of financial plans as a paraplanner within her firm. Level Four Advisory Services is an SEC-registered enterprise adviser managing over $5 billion across 115 advisors and a diverse client base that includes individuals, retirement plans, corporations, and nonprofit organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios developed by an internal Investment Committee or sub-advisers.

Kari Kirkley is a financial advisor at Level Four Advisory Services in Dallas, TX, with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Level Four Advisory Services since 2018, also working with Level Four Financial, LLC since 2016. Outside of her advisory role, Kirkley is active in Rotary International, serving as a Youth Exchange Officer and volunteering approximately 40 hours per month. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a combination of internal and third-party platforms and sub-advisors.

Austin Collins is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials. He has one year of industry experience, including roles at Cambridge Investment Research and Cobra Trading. Outside of advisory work, he has held positions in food and beverage services and quality assurance contracting. Prospera Financial Services, Inc. is a multi-team enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. It manages approximately $12.4 billion through over 200 advisors, offering diversified investment advisory and financial planning services across multiple platforms and customizable portfolio solutions.

Eric Lardner is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at OneAmerica Securities and American United Life. Outside of advising, he is involved in the sales of fixed insurance products through Abundant Wealth Management Inc. Sound Income Strategies is a fee-based investment adviser serving a diverse client base, including individuals, corporate and pension clients, other advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies, actively manages portfolio risk through fundamental and technical analysis, and offers services such as financial planning, ERISA plan services, and ETF sub-advisory.

Adam Recker is a CFP® and CFA® with nine years of industry experience. He has been with The Mather Group, LLC since 2017 and previously worked at First Financial Bank from 2011 to 2017. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customized portfolio options and integrates tax synchronization and AI-assisted market analysis while maintaining human oversight.

Kimberly Miller is a financial advisor at Level Four Advisory Services with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Kestra Financial, Capital One Investing, and Hilltop Securities. Miller also serves in compliance and managing director roles within affiliated entities at Level Four Advisory Services. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a range of affiliated and third-party sub-advisers.