Laura Sweeney is a financial advisor with The Mather Group, LLC in Plano, TX. She holds Series 63 and Series 65 designations and has 23 years of industry experience. Prior to joining The Mather Group in 2021, she worked for Southern Wealth Investment Advisors LLC for 16 years. The Mather Group 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 utilizes an evidence-based investment approach with customizable strategies, supported by AI and machine-learning tools under human oversight.

Bret Hackett is a CFP® professional with 21 years of industry experience, currently serving at Merit Financial Advisors. His career includes roles at Purshe Kaplan Sterling Investment, LPL Financial, H.D. Vest Advisory Services, Fidelity, and Equitable Advisors. He also serves as Treasurer for Glory to God Baseball Inc., a charitable non-profit organization. Merit Financial Advisors is a multi-team SEC-registered firm that provides asset management, financial planning, retirement plan consulting, and employee financial-wellness programs to individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified investment approach with a combination of in-house management and third-party sub-advisers, supporting both discretionary and non-discretionary account arrangements.

Craig Damico is a financial advisor at Quotient Wealth Partners, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Goldman Sachs and United Capital Financial Advisors. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and wealth management services. The firm utilizes tailored investment programs incorporating ETFs, mutual funds, individual securities, and third-party managers, with a focus on diversified, factor-tilted allocations and tax-aware strategies.

Kenneth Shade is a Series 66 licensed financial advisor with 27 years of industry experience. He is currently with Sunbelt Securities, Inc. and has held positions at multiple firms including Reef Securities and Chapwood Securities Inc. Shade’s work history spans various roles within the financial services sector. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through a network of investment adviser representatives. The firm provides a range of strategies and portfolio management services, including the Sunbelt RD wrap-fee program and standalone financial planning.

Leslie Benge is a financial advisor at Advisor Resource Council with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Wells Fargo Clearing, and Citigroup Global Markets. In addition to her advisory role, she is active as a licensed real estate broker with Homes In Sync Realty Services. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with fundamental analysis to offer model and separately managed account strategies, as well as customized solutions like option-based strategies.

Marc Whitehead is a financial advisor at Level Four Advisory Services with 25 years of industry experience. He holds the Series 63 and Series 65 designations. In addition to his advisory work, Whitehead serves on the advisory board of the Dauphin Island Sea Lab Foundation, a nonprofit organization supporting marine research. Level Four Advisory Services is an enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a diverse client base, offering fee-only financial planning, asset management, and retirement plan advisory services through tailored strategies and a combination of internal and third-party portfolio management.

Aidan Wright is a financial advisor at SageSpring Wealth Partners with a Series 65 designation. He has recently started his career in the industry, joining SageSpring in 2026. Prior to this, he held positions at various firms including Fisher SMB and Bright Mosaic. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional investors, providing discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach includes tailored portfolios that utilize a variety of asset classes and manager relationships, supported by fundamental and technical analysis and ongoing oversight.

Lucas Baker is a Series 65-licensed advisor at Quotient Wealth Partners, LLC with four years of industry experience. Prior to joining Quotient Wealth Partners in 2023, he worked at Goldman Sachs Personal Financial Management from 2021 to 2023. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and wealth management for both non-high-net-worth and high-net-worth clients. The firm’s investment approach includes tailored strategies using ETFs, mutual funds, individual securities, and third-party managers, with a focus on diversified, factor-tilted allocations and tools to manage held-away accounts.

Kellee Harrigan is a financial advisor at Cain, Watters & Associates, LLC with 10 years of industry experience. She holds a Series 65 credential and has worked at Cain, Watters & Associates in two separate periods totaling over 11 years, with an interim position at Privus Financial, LLC. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension and profit-sharing plan sponsors. The firm also offers CPA, accounting, tax services, and donor-advised fund services, combining multiple investment programs and a significant non-discretionary asset base.

Scott Lyle is a financial advisor at Cain, Watters & Associates, LLC with seven years of industry experience. He has held his current position since 2017 and previously worked at Price Waterhouse Cooper from 2015 to 2017. Lyle holds a Series 65 designation. 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 combines accounting and tax services with multiple investment programs, managing a larger amount of client assets on a non-discretionary basis.

Kevin Carswell is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at LPL Financial, Citigroup Global Markets, and Morgan Keegan & Company. He is also involved in disability and non-variable insurance activities. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting services. The firm combines artificial intelligence tools with traditional fundamental analysis to offer a range of model and separately managed account strategies through its AIQ platform.

Zachary Wagner is a CFP® with six years of industry experience, currently serving as a financial advisor at Prospera Financial Services, Inc. He previously worked at Wells Fargo Advisors and Ameriprise. Wagner is based in Dallas, TX. Prospera Financial Services is a multi-team advisory firm with over 270 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.

Ethan Shaff is a financial advisor at Level Four Advisory Services with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Level Four Capital Management and Texas Capital Bank Private Wealth Advisors. He maintains life insurance licensing, though he is not currently active in selling insurance. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, portfolio management, retirement-plan consulting, and fiduciary services, often implementing client strategies through model portfolios and both affiliated and unaffiliated sub-advisors.

Charles Dyer Jr. is a CFP® with 24 years of industry experience. He is currently associated with Retirement Planners of America and has previously worked at RFG Advisory LLC dba Trinity Private Wealth, MMWKM Advisors, LLC, Cambridge Investment Research Advisors, and Eagle Strategies. He also works as an independent insurance agent for various insurance companies. Retirement Planners of America offers discretionary portfolio management and financial planning primarily through a wrap-fee investment program to individuals, high-net-worth clients, and retirement plan participants. The firm emphasizes capital preservation and tactical rebalancing using model portfolios and employs a mathematically based long-term market signal alongside discretionary trading authority.

Karen Ferrell is a financial advisor with Verity Asset Management in Carrollton, TX, holding a Series 65 designation and three years of industry experience. Prior to joining Verity, she worked for nearly a decade at UNIFY Child Placing Agency and has been involved with Teacher's Pension since 2007. Outside of her advisory role, she serves as operations director and volunteer board member of the ReUp Foundation, Inc., a charitable organization focused on mentorship programs. Verity Asset Management is a multi-team SEC-registered advisory firm overseeing approximately $1.15 billion in assets and serving individuals, retirement plans, institutional clients, and other advisers. The firm employs a largely model-based investment process with tactical asset allocation and offers a range of portfolio management and financial planning services.

Ronald Stolman Jr. is a Series 65-licensed advisor with six years of experience at Advisor Resource Council and over 20 years associated with Stolman & Associates, LLC, a bookkeeping and tax business he owns. He is based in Dallas, TX. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities. The firm uses a combination of artificial intelligence tools and fundamental analysis to offer model and separately managed account strategies, as well as custom solutions, delivered through a network of investment adviser representatives.

Douglas Mclemore is a financial advisor with Advisor Resource Council, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at Advisor Resource Council (formerly 360 Wealth Management) since 2012 and has been affiliated with LPL Financial since 2005. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting services. The firm uses a combination of artificial intelligence tools and fundamental analysis to offer model and separately managed account strategies, as well as custom solutions like option-based 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.

Cristina Siles is a financial advisor with CX Institutional, LLC and holds a Series 65 designation. She joined CX Institutional in 2025 and has experience in education, having worked at several schools from 2016 to 2025. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across a variety of investment vehicles, supplemented by third-party technology for reporting and tax optimization.

Austin Roesler is a CFP®-designated financial advisor with BakerAvenue, based in Southlake, TX, and has four years of industry experience. His prior work history includes roles at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade, and Ameriprise Financial Services. BakerAvenue Asset Management is a multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and comprehensive financial planning with a range of named strategies that blend quantitative, fundamental, and tactical approaches, emphasizing ongoing client communication and detailed household performance reporting.