Brook Hoover is a Series 65-licensed financial advisor with Cain, Watters & Associates, LLC in Frisco, TX, where he has worked since 2014. He has 11 years of industry experience. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management 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 provides donor-advised fund services through Schwab Charitable.

John Robuck is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with BOK Financial Securities and Bokf, NA since 2012. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, institutions, municipalities, and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client communication with firm-provided investment research, asset allocation, and manager selection.

Michael Bless is a CERTIFIED FINANCIAL PLANNER™ professional with over 42 years of industry experience. He is currently with Prospera Financial Services, Inc., having previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he owns and operates an Arabian horse farm. Prospera Financial Services is a multi-team advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning and portfolio management through a variety of advisory programs and platforms, managing approximately $14.4 billion in client assets.

Benjamin Svoboda is a financial advisor at Cain, Watters & Associates, LLC with four years of industry experience. He holds the Series 65 designation and previously worked at Deloitte Tax LLP for six years. Cain, Watters & Associates 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 a range of solutions including ERISA plan advisory, pooled trust offerings, and unified managed accounts, supported by affiliated banking and accounting entities.

Kelly Kunst is a CFP®-certified financial advisor with 16 years of industry experience, currently serving at BFC Planning, Inc. since 2015. Prior to and alongside this role, Kunst has been associated with Berthel Fisher & Company Financial Services, Inc. Outside of advisory work, Kunst is a member of the Living Word Lutheran Church council and is authoring a book aimed at supporting the entrepreneurial community. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional clients through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing multiple platform arrangements and investment strategies tailored by individual advisers.

Rosilyn Overton is a CFP® with 50 years of industry experience, currently serving at Level Four Advisory Services. She previously worked for Mid-Atlantic Securities, Inc. for 25 years. Outside of advisory roles, she operates a sole proprietorship insurance agency and is a partner in Brown and Overton Partnership. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across a diverse client base, including individuals, retirement plans, corporations, and nonprofits. 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.

Jake Stephens is a financial advisor at Royal Fund Management, LLC, holding a Series 65 license with one year of industry experience. His prior work includes roles at Globelife, The Range In McKinney, and Allen Independent School District. He is also a licensed independent insurance agent in Texas, specializing in life and health insurance. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm offers ongoing portfolio management, financial planning, and pension consulting, applying fundamental, technical, and cyclical analysis to develop tailored investment strategies.

Anthony Apollaro Jr. is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 66 license and 18 years of industry experience. He has worked at Fusion Investment Advisors LLC since 2012 and held prior roles at Varsity Asset Management LLC, Optimus Capital Advisors LLC, and McKeel Capital Management. Outside of his advisory role, he serves as president of Get In The Box, Inc., overseeing its operations. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, manages discretionary portfolios and provides financial planning services to a diverse client base, including high net worth individuals, pension plans, trusts, and charitable organizations. The firm employs both fundamental and technical analysis within an open-architecture platform to implement tailored investment strategies across a broad range of asset types.

Jonathan Rotz is a CFP® with 25 years of experience in financial advising. He has worked with Arkadios Wealth Advisors since 2019 and previously held roles at Triad Advisors, Inc. and Parry Financial Advisors. He also owns Envision Financial Planning, a financial planning business serving clients directly. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various portfolio management options and incorporates a blend of fundamental, technical, and cyclical investment analysis.

Zulema Romo is a financial advisor with USAA Investment Services Company in Plano, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior experience includes roles at JPMorgan Chase Bank and J.P. Morgan Securities LLC. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and other individual investors through phone and digital channels, offering Retirement Income Strategy Reports and facilitating referrals rather than managing client accounts directly.

Brandon Day is a CFP® professional with 23 years of industry experience. He has worked at Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2012 and has been affiliated with LPL Financial since 2010. In addition to his advisory role, Day teaches financial and retirement planning seminars at local colleges. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities. The firm combines AI tools with fundamental analysis to offer model and separately managed account strategies through its AIQ platform and provides customized investment solutions alongside third-party advisory programs.

Tyson Pointer is a financial advisor at Triad Wealth Partners, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at GWN Securities, Inc, as well as in roles at the University of Texas-Arlington and Jesuit College Prep School of Dallas. Outside of his advisory work, he is involved as a financial representative in a life insurance and financial services business. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, third-party manager access, and financial planning services. The firm employs a strategic asset allocation process overseen by an investment committee and supports diversified investment strategies tailored to client objectives.

Richard Mc Coy is a Series 66-licensed financial advisor with Level Four Advisory Services in Dallas, TX, bringing 25 years of industry experience. He has been with Level Four Financial and its affiliated entities since 2006. Outside of his advisory role, he is a partner involved in office management at GHMYS Group, LLP. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across a diverse client base, including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning and asset management, employing model portfolios developed internally or through sub-advisers, and features vertically integrated financial capabilities including affiliated trust services.

Judson Crawford is a financial advisor at Cain, Watters & Associates, LLC with 20 years of industry experience. He holds a Series 65 designation and has been with Cain, Watters & Associates, P.L.L.C. since 2008. Mr. Crawford has a minority ownership interest in Tectonic Financial, Inc., a publicly traded company with several financial industry affiliates, and holds ownership stakes in related entities that provide business services to clients in specific industries. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management primarily to dental healthcare professionals, individual investors, and pension or profit-sharing plan sponsors. The firm combines CPA/accounting services with multiple investment programs, including pooled collective funds and separately managed accounts, and maintains a formal affiliation with a banking institution to support its client offerings.

Ather Naqi is a financial advisor at Ally Invest Advisors with nine years of industry experience. He holds a Series 66 license and has worked at several firms, including USAA Investment Services Company and J.P. Morgan Securities. Outside of his advisory role, Naqi umpires cricket games for the Dallas Cricket League and the North Texas Cricket Association. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through largely web-based solutions and virtual interaction. The firm offers ETF-based Robo Portfolios and Financial Advisor-delivered Personal Advice, using model portfolios built on Modern Portfolio Theory and a range of risk tiers.

James Parry Sr. is a ChFC® credentialed financial advisor with 36 years of industry experience. He has been with Arkadios Wealth Advisors since 2019 and previously worked at Triad Advisors, Inc. and his own firm, Parry Financial Advisors LLC, which he continues to operate. Outside of advisory work, he is involved as a licensed settlement broker in life settlements and works as a life insurance agent. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various internally managed and third-party strategies, combining fundamental, technical, and cyclical investment analyses.

David Geschke is a financial advisor at Level Four Advisory Services with 35 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at The Mather Group, Lincoln Investment, Capital Analysts, Avantax Investment Services, and Hilltop Securities. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, portfolio management, retirement plan consulting, and access to third-party money managers through model portfolios and various wrap platforms.

John Bryan is a financial advisor at Level Four Advisory Services with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Level Four Advisory Services since 2021, also associated with Level Four Financial, LLC since 2010. Outside of his advisory work, he serves as president and team manager of the Evanston Adult Hockey Association, a sports club he started in 2023. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm offers 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.

George Pedraza is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior firms include Merrill, CAPTRUST, Covenant, Wells Fargo, and UBS Financial Services. Outside of his advisory work, he serves on several boards including the Keystone School, the UTSA College for Health Community & Policy Advisory Council, and the Riverwalk Education Foundation, a charter school organization. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and government entities, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, which combines firm-led research and advisor oversight with tailored asset allocations.

Kelly Landen is a financial advisor at BOK Financial Securities, Inc. in Plano, TX, holding a Series 66 designation with three years of industry experience. Prior to joining BOK Financial Securities, Landen worked at JPMorgan Securities LLC and Goldman Sachs. Outside of financial advising, Landen serves as secretary and board member for McCann Holdings LLC. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with tailored asset allocations.