Cory Chmelka is a CFP® professional with 10 years of industry experience, currently serving as an advisor at United Capital Financial Advisors. His prior experience includes roles at Apexium Insurance Services, Apexium Financial, Soundwatch Capital, and Capstone Wealth Management. He is also licensed as an insurance agent for life, health, and annuity products and maintains ownership interests in related financial and insurance entities. United Capital Financial Advisors offers national financial planning and discretionary investment management to a diverse client base, including high-net-worth individuals and institutional accounts. The firm’s approach integrates customized asset allocation and access to a broad range of investment strategies, supported by a platform that includes technology services and an extensive affiliate network.

Joshua Hoff is a financial advisor at Concurrent Investment Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at IPI Wealth Management and Investment Planners, Inc from 2007 to 2024. Hoff also serves as an independent contractor for Wealth Partners Alliance. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets under management, employing a long-term investment approach with customized portfolios.

Clinton Barnes is a financial advisor with BOK Financial Securities, Inc. in Plano, Texas, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. His prior roles include positions at Bokf, NA and Liberty Capital Bank, as well as experience with Fuel Motorcars LLC and Allstate Insurance and Financial. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, institutions, and municipalities, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program alongside financial planning and consulting services. The firm combines in-house investment research and asset allocation with advisor-led client interaction within a framework that integrates its roles as an SEC-registered investment adviser, broker-dealer, and municipal advisor.

Travis Martin is a financial advisor at Geneos Wealth Management, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Martin also operates Weaver, Ware & Martin Wealth Management and Advisory Services and serves as an independent representative for fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser that provides financial planning, portfolio management, and referrals to third-party money managers for a diverse client base including individuals, trusts, estates, and institutions. The firm utilizes a blend of fundamental and technical analysis with various investment strategies to deliver customized or model-based portfolio solutions.

Kyle Blair is a financial advisor with Prospera Financial Services, Inc. in Grapevine, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Charles Schwab & Co., Inc., Mr Cooper, Caliber Home Loans, and Quicken Loans. Prospera Financial Services, Inc. is a multi-team adviser and dually registered broker-dealer managing approximately $12.4 billion across about 207 advisors in 140 offices. The firm serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning through various platforms and customizable portfolio strategies.

Michael Curtis is a CFP® with seven years of industry experience. He has worked at Brighton Jones LLC since 2021 and previously spent four years at Tolleson Wealth Management. Curtis is based in Dallas, TX. Brighton Jones serves a diverse client base including high-net-worth families, retirement plan sponsors, and charitable organizations, offering comprehensive wealth services such as family office solutions, discretionary investment management, and tax preparation. The firm uses a holistic, balance-sheet approach and provides clients access to private investment opportunities and affiliated investment managers.

Imrana Begg is a financial advisor with Global View Capital Management LLC, holding a Series 65 designation and two years of industry experience. She has worked with Global View Capital Advisors, Sublime Financial LLC, and has experience as a self-employed event planner. Outside of advising, she is a licensed insurance agent marketing and selling life insurance products, including fixed and indexed annuities. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, rules-based investment approach using algorithmic research and offers a range of managed account solutions including SMAs, mutual funds, ETFs, and a low-cost ETF-only option.

Giovanni Flores is a financial advisor at Geneos Wealth Management, Inc. with six years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, he operates as an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and customizable portfolio options.

Terry Thompkins II is a CFP® professional with 29 years of industry experience, currently serving at Level Four Advisory Services. His prior experience includes roles at LPL Financial and Wells Fargo Advisors. Outside of financial advising, he is also a self-employed musician, composer, producer, and band director. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 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 mix of affiliated and third-party sub-advisers.

Ashley Clark is a financial advisor at Root Financial Partners with a Series 65 designation and two years of industry experience. Prior to joining Root Financial Partners in 2026, Ashley worked at Cain, Watters & Associates, LLC for six years and has additional experience in accounting and healthcare-related roles. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and risk tolerance, and offers educational programming and self-directed financial academies separate from advisory services.

James Taylor is a financial advisor at Inspire Advisors, LLC in Frisco, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Retirement Planners of America and AMC Wealth Management. Taylor is also an independent licensed life insurance agent. Inspire Advisors is a multi-advisor registered investment adviser managing over $1 billion for individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary scoring and screening tools and employs a mix of quantitative and fundamental strategies, often implementing portfolios through model allocations and proprietary ETFs.

Kevin Welch is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include over two decades at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he serves as a treasurer for Sunshine Scout, an S corporation formed for his daughters' business. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion for a diverse client base that includes individual investors, retirement plans, corporations, and nonprofit organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios developed internally or through sub-advisers.

Erin Thomas is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation with three years of industry experience. Her prior work includes positions at Tiago Title, US Realty Co, CMC Strategies, and Spring Creek Academy. Outside of financial advising, she performs part-time grocery delivery for Shipt and Instacart. Prospera Financial Services is a multi-team firm serving individuals, corporations, charities, and retirement plans, managing approximately $12.4 billion across about 207 advisors. The firm offers diverse investment advisory and financial planning services using various platforms and combines firm models, third-party sub-advisers, and customizable allocations to construct client portfolios.

Frederick Haiman is a financial advisor at SageSpring Wealth Partners with 10 years of industry experience. He holds a Series 65 designation and previously worked at Pollock Advisory Group, Inc. from 2015 to 2017. In addition to his advisory role, he owns Haiman Law, PC, a law firm specializing in estate planning, elder law, business, and real estate. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and serving a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management and financial planning with a goals-based approach, utilizing a range of strategies and third-party manager oversight.

Markham Hawkins is a financial advisor at Quotient Wealth Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mercer Allied Company, CETERA Advisor Networks, Goldman Sachs Personal Financial Management, and Girard Securities. 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, offering tailored, diversified portfolios that include ETFs, equities, fixed income, mutual funds, options, and alternative investments.

Richard Goodwin is a financial advisor at Realta Investment Advisors, Inc. with 33 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation as well as Series 63 and Series 65 licenses. Prior to joining Realta in 2023, he spent 14 years at Titan Securities. Outside of advising, Goodwin is a partial owner of a restaurant business and operates a tax-focused financial services firm. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, pension and profit-sharing plans, and various institutional clients. The firm emphasizes individualized advice based on client goals, risk tolerance, and time horizon, utilizing diversified asset allocation and managing portfolios through in-house or third-party managers.

Mccall Dyke is a CFP® professional with 22 years of industry experience, currently affiliated with Prospera Financial Services, Inc. based in Dallas, TX. She has worked at Summit Financial Group Inc and Summit Brokerage Services, Inc., and has maintained a long-term role at McGuire-Dyke Investment Group since 2003. Outside of advising, she owns and operates Hello Sunshine Children's Boutique, dedicating a significant portion of her time to this non-investment business. Prospera Financial Services, Inc. serves a diverse clientele including individuals, corporations, charities, and retirement plans, managing approximately $12.4 billion across roughly 207 advisors. The firm offers a range of advisory and financial planning services utilizing multiple platforms and models, with portfolios managed on both discretionary and non-discretionary bases.

James Webb is a CFP® with four years of industry experience, currently serving as an advisor at Advisor Resource Council. Prior to his current role, he worked at LPL Financial LLC and Generations Financial Management. Outside of his financial advisory work, he is involved in a video production business, The Element Wild LLC, which operates a YouTube channel focused on filming and content creation. Advisor Resource Council provides asset management, financial planning, and consulting services to individuals, families, retirement plans, charitable organizations, and business enterprises. The firm utilizes AI-driven model portfolios combined with traditional analysis and offers various account tiers and customized strategies for high-net-worth clients.

Eric Lamm is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, with five years of industry experience. He holds a Series 65 credential and has worked at Cain, Watters & Associates since 2018 following six years at Texas Tech University. Outside of his advisory role, he is a co-owner of Lamm Legacy Company, LLC, which focuses on residential real estate investing. Cain, Watters & Associates 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, tax, and donor-advised fund services, combining multiple investment programs with CPA capabilities and a focus on healthcare-related clients.

Nickolas Parker is a CFP® with seven years of experience in financial advisory services, currently serving at SageSpring Wealth Partners. His prior roles include work at Raymond James Financial Services and involvement with the Omar Tennis Academy. He also provides advisory support as an independent contractor with another financial team in Frisco, TX. SageSpring Wealth Partners manages approximately $8.5 billion across 11,500 clients, serving a diverse clientele that includes individual households, institutional clients, and plan sponsors. The firm offers customized investment management and consulting services, utilizing a variety of asset types and strategies tailored to client objectives and risk tolerance.