Timothy Harder is a financial advisor at Quotient Wealth Partners, LLC with 29 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Goldman Sachs Personal Financial Management, Mercer Allied Company, L.P., and Quotient Wealth Asset Management, LLC. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans through financial planning, consulting, and investment management. The firm offers diversified portfolios using low-cost ETFs, individual securities, mutual funds, options, and alternative investments, employing tax-aware strategies and third-party platforms to monitor and rebalance client accounts.

Kristen Marsh is a financial advisor at Ethos Financial Group, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Chapwood Capital Investment Management, LLC since 2019. Prior to her advisory career, she spent time as a student and briefly worked with First Baptist Church Houston. Ethos Financial Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, providing investment management, financial planning, and consulting services. The firm uses model portfolios and a core allocation strategy combining index-based exposures to create diversified, risk-conscious portfolios, supplementing its process with third-party research and optional tax-overlay management.

George Decell is a financial advisor with BOK Financial Private Wealth, Inc. in Plano, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. BOK Financial Private Wealth, Inc. provides discretionary and limited non-discretionary investment management and wealth advisory services primarily to high-net-worth individuals, trusts, estates, and pension plans, managing approximately $3.72 billion as of December 31, 2025. The firm customizes investment programs based on client objectives and risk tolerances, typically focusing on diversified allocations and leveraging integrated relationships with affiliated banking, brokerage, and investment management entities.

Curtis Williams is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Addison, TX, holding the CFP®, CFA®, and Series 63 designations. He has nine years of industry experience, all with CliftonLarsonAllen since 2017 except for a one-year gap in 2016-2017. Outside of his advisory role, he serves as a professional educator and grader for the CFA Institute. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm combines RIA fiduciary services with broker-dealer and insurance activities and employs a multidisciplinary planning approach supported by its parent firm, CliftonLarsonAllen LLP.

Jonathan Fowler is a financial advisor at USAA Investment Services Company with four years of industry experience. He holds the Series 65 and Series 63 designations and has prior work history with Charles Schwab & Co., Inc. and Schwab Wealth Advisory, Inc. Fowler’s background also includes roles in education and language instruction. 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 emphasizes retirement income planning and asset allocation but does not manage client assets or charge percentage-of-assets fees.

Sergio Nunez is a financial advisor at Ally Invest Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill and Zions Bancorporation. Ally Invest Advisors provides discretionary portfolio management mainly to individual and high-net-worth clients through web-based and virtual services. The firm uses model portfolios based on Modern Portfolio Theory with multiple risk tiers, offering solutions that range from ETF-based Robo Portfolios to advisor-delivered personal advice.

Kenia Jones is a financial advisor at Balefire, LLC with five years of industry experience. She holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and LPL Financial. Jones has also worked for the Legislative Counsel Bureau. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach, offering discretionary asset management and comprehensive financial planning through a platform with approximately $2 billion in regulatory assets.

Nicholas Moore is a CFA® charterholder with six years of industry experience. He is currently with Advisor Resource Council, where he has worked since 2022, following roles at Artemis Capital Advisers, LP and Charles Schwab. Outside of his advisory work, he serves as a senior trader for AIQ Asset Management. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting. The firm uses a combination of artificial intelligence tools and fundamental analysis in actively managed strategies delivered through model portfolios and separately managed accounts.

Justin Brown is a financial advisor at Grimes & Company with three years of industry experience. He holds the Series 65 designation and has previously worked at Mercer Advisors, Capital Investment Advisors, Genesis Asset Management, and Score Sports. Grimes & Company Wealth Management serves individuals and families, including high-net-worth clients, as well as trusts, estates, pension plans, and government entities. The firm provides discretionary investment management and financial planning, employing proprietary research and a variety of investment strategies across multiple asset types.

Skyler Hedden is a financial advisor at Level Four Advisory Services with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Hilltop Securities Inc. and Securities America Advisors. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a broad client base, offering fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, using model portfolios and both affiliated and unaffiliated sub-advisers.

Bradford Beeson is a financial advisor with BOK Financial Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at JPMorgan Chase Bank and J.P. Morgan Securities from 2011 to 2021, as well as a lengthy tenure at Primrose Partners, Ltd. from 1997 to 2021. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual investors, corporations, retirement plans, government agencies, and municipalities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by an affiliated entity, and is notable for its municipal-advisor registration and affiliation with a bank holding company.

M F Long II is a financial advisor with Calton & Associates, Inc. in Denton, TX, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Calton & Associates since 2016 and also operates under First Financial Services Group since 2015. Outside of advising, he is an agent for LegalShield, providing prepaid legal services. Calton & Associates serves individual investors, retirement plans, trusts, and estates by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both discretionary and non-discretionary management with multiple program structures and integrates commission-based brokerage and insurance products alongside asset management services.

Nathan Ohlinger is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at Simon Quick Advisors, LLC since 2025 and previously spent 12 years at The Northern Trust Company. Outside of his advisory role, he owns and manages IMAGE Studios, a health and wellness franchise in build-out, and is a minority owner of Chuck Warner & Associates, LLC, a commercial real estate investment and management firm. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients with wealth management, investment consulting, financial planning, tax planning, and administrative services. The firm employs a diversified investment approach that includes allocations to independent managers, mutual funds, ETFs, and affiliated private funds, alongside proprietary tax and back-office services.

Hunter Powell is a financial advisor at Merit Financial Advisors in Frisco, TX, holding a Series 66 designation. He has been with Merit Financial Advisors since 2026 and has prior experience with Purshe Kaplan Sterling Investments and Northwestern Mutual. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm provides coordinated wealth-management services and emphasizes long-term, diversified portfolios built from centrally managed models overseen by an internal Investment Management team and Investment Committee.

James Copeland is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has worked at Advisory Services Network since 2018 and previously held roles at Ameriprise Financial Services, Strategic Advisors, and Fidelity Brokerage Services. Outside of his advisory work, he is an independent insurance agent specializing in annuities and life insurance and serves as president of Copeland Way LLC, a service company for business income, expenses, and taxes. Advisory Services Network is an enterprise firm serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of 208 independent advisers manages approximately $8.6 billion in client assets, offering portfolio management, financial planning, and retirement plan consulting through a variety of investment strategies and implementation options.

George Morton is a financial advisor with Level Four Capital Management in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. He has worked with Level Four Advisory Services LLC since 2013 and was previously employed at LPL Financial from 2013 to 2020. Outside of advisory work, Morton serves as COO and income partner of an affiliated CPA firm, Carr, Riggs & Ingram. Level Four Capital Management provides discretionary asset management and sub-advisory services to a diverse client base, including individuals, institutions, and government entities. The firm employs a model-driven investment approach overseen by an investment committee and offers a range of products such as actively managed equity, fixed income, alternative private credit, private equity fund access, and a crypto ETF portfolio.

Lucille Satterwhite is a CFP® with seven years of industry experience, currently serving as a financial advisor at CX Institutional, LLC. Her prior experience includes roles at CD Wealth Management, Morgan Stanley, Fidelity Brokerage Services, and the Baptist Church Loan Corporation. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform. The firm employs a combination of fundamental, quantitative, technical, and cyclical analysis to manage diversified portfolios that include equities, fixed income, ETFs, structured products, and private investment funds.

David Hoppess is a financial advisor at Concurrent Investment Advisors, LLC with 31 years of industry experience. He holds a Series 63 designation and has previously worked at Ameriprise and Purshe Kaplan Sterling Investments. Outside of his advisory role, he owns Thoppess Ventures LLC, a personal operating company for independent contractor business. 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 through a team of approximately 161 advisors and manages about $9.9 billion in client assets using customized portfolios and a long-term investment approach.

Claudia Martin is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Level Four Advisory Services since 2007 and previously spent eight years at LPL Financial. Martin also serves as Director of Operations for Level Four Group, an employee services holding company. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and a diverse client base that includes 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.

Michael Arnold is a Series 66-licensed financial advisor with 28 years of industry experience. He has been with Prospera Financial Services, Inc. since 2015. Outside of his advisory role, Arnold serves on the Lea County Planning and Zoning Board and volunteers with the Lea County Sheriffs Posse. Prospera Financial Services, Inc. is an enterprise-scale adviser and broker-dealer managing approximately $12.4 billion through about 207 advisors across roughly 140 offices. The firm serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, offering a range of investment advisory and financial planning services through multiple platforms and customizable portfolio management options.