Todd Simmons is a financial advisor with LPL Financial based in Mansfield, TX, holding Series 63 and 66 licenses and bringing 25 years of industry experience. He has served as an investment advisor through Advisor Resource Council since 2015. Simmons is also a member of the City Council in Mansfield, TX. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Anil Kumar is a financial advisor with USAA Investment Services Company, holding Series 65 and Series 63 licenses and bringing four years of industry experience. His prior roles include positions at NYLife Securities LLC and Fisher Investments. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, delivering Retirement Income Strategy Reports and facilitating referrals to third-party advisers rather than managing client assets directly.

Christopher Bredeson is a financial advisor at CX Institutional, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments for 12 years before joining CX Institutional in 2024. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and offers specialized strategy portfolios including ESG and blockchain options.

Gerald Dietz is a financial advisor at Cape Investment Advisory, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including American Global Wealth Management and Cape Securities. Dietz is also an adjunct instructor at Richland College. Cape Investment Advisory, Inc. serves a diverse client base including individuals, businesses, and retirement plans, offering portfolio management, financial planning, and access to third-party and affiliated asset managers. The firm emphasizes personalized asset allocation strategies based on clients’ financial situations and risk tolerance.

Gregory Dvorocsik is a financial advisor at SpiderRock Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch Investment Managers and BlackRock Investments since 2006, with a career at Merrill Lynch dating back to 2000. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, utilizing a rules-based, systematic approach that combines quantitative and fundamental inputs. The firm is known for its focus on listed derivatives and dynamic option overlays, serving a diverse client base including asset managers, registered investment advisors, banks, family offices, pension funds, and high-net-worth individuals.

Richard Feild is a financial advisor at Hilltop Securities Inc. in San Antonio, TX, holding Series 63, 65, and 66 licenses with 49 years of industry experience. He has been with Hilltop Securities since 2016. Outside of finance, Feild is involved in film production, serving as co-writer, co-producer, and executive producer for several independent film projects. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutions, managing approximately $2.25 billion in assets. The firm offers a range of managed account programs through an open-architecture platform, combining adviser-managed and model-based investment solutions with custody and specialized municipal bond strategies.

John Allen Jr. is a financial advisor with Hilltop Securities Inc. in Plano, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at PNC Investments, BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., Compass Bank, and TD Ameritrade. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm offers a range of managed account programs through an open-architecture platform and features custody capabilities and co-advisory municipal bond strategies that distinguish its operational approach.

Pankaj Udeshi is a financial advisor at Advisor Resource Council with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Guardian Life Insurance Company of America, and Park Avenue Securities. Outside of his primary role, he maintains a non-variable insurance business. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and consulting services. The firm utilizes AI-driven model portfolios alongside traditional fundamental analysis, providing customized investment strategies tailored to various account sizes and client needs.

Christina Williams is a CFP® with 22 years of experience in financial planning. She has been with Lee Financial Company, LLC since 2004, serving in various capacities over that time. The firm serves individuals, families, trusts, charitable organizations, and employer retirement plans with fee-only financial planning and discretionary and non-discretionary portfolio management. Lee Financial uses a team-based model centered on its WholeVision™ planning framework and offers customized portfolios that include a range of investment types.

Saul Lico is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of finance, he has worked as a model and actor, occasionally serving as an extra in films. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to a diverse client base, managing approximately $2.25 billion in assets. The firm offers an open-architecture investment platform with a range of managed account programs and distinctive operational features, including custody services and co-advised municipal bond strategies.

Steven Cain is a financial advisor at Cain, Watters & Associates, LLC with 26 years of industry experience. He holds a Series 65 credential and has been with the firm since 2008. Cain has minority ownership interests in Tectonic Financial, Inc., a publicly traded entity with several financial industry affiliates, as well as ownership stakes in three related service entities focused on client business referrals, all based within the firm’s Plano headquarters. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management primarily to dental healthcare professionals, individual investors, and pension plan sponsors. The firm combines multiple investment programs with accounting and tax services, operating a distinctive model through its affiliation with a banking institution and related financial entities.

Kathleen Gerhardt is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Prospera since 2008. Gerhardt has also been self-employed since 1994. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Francisco Sanchez is a financial advisor at Krilogy with eight years of industry experience. He holds a Series 65 credential and previously worked at Phlox Capital Management, LLC for seven years and at The University of Texas at Dallas for three years. Krilogy Financial serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning and consulting, corporate retirement plan consulting, family office services, and sub-advisory and separately managed account model delivery, using a long-term investment approach combined with tactical overlays and advisor-led risk profiling.

Thomas Allred is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Hilltop Securities Inc. since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients with investment advisory, portfolio management, financial planning, brokerage, execution, clearing, and custody services. The firm offers both discretionary and non-discretionary portfolio solutions, utilizing a range of asset-allocation and analytical strategies, and distinguishes itself by integrating broker-dealer operations with banking and municipal advisory services within the Hilltop group.

Corey Long is a CFP® with 15 years of experience in financial advising. He is currently with True North Advisors, LLC and has previously worked at Clear Rock Advisors, Polaris Wealth Advisory Group, and Raub Brock Capital Management. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions through comprehensive financial planning, portfolio management, and consulting. The firm employs a fundamentally driven, bottom-up investment approach with a focus on value-oriented strategies, supplemented by passive indexed ETFs, SMAs, and alternative or private investments.

Tyler Kumar is a CFP® and holds a Series 66 license, currently working at Quotient Wealth Partners, LLC with six years of industry experience. His prior roles include positions at BIP Alliance, LLC, The Money Advisor Group, LLC, and The Vanguard Group, Inc. Outside of financial advising, he has experience working with Liquor Til' 9. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans across both non-high-net-worth and high-net-worth client segments. The firm provides financial planning, consulting, and discretionary and non-discretionary wealth and investment management, utilizing tailored investment programs that incorporate ETFs, mutual funds, individual securities, third-party managers, and tax-aware strategies.

Mark Clift is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding a Series 63 designation with 36 years of industry experience. He has been with Hilltop Securities since 2002. Outside of his advisory role, Clift is a stockholder in a certified development company providing long-term loans to small businesses, owns a cattle feeding and growing operation, and serves as treasurer for the Woodland Hills Property Owners Association. Hilltop Securities Inc. offers brokerage, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs and fiduciary services through an open-architecture platform.

John Garcia is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 66 licenses and having 19 years of industry experience. His prior roles include 15 years at Edward Jones and periods with Raymond James Financial Services and PKS Investments. Concurrent Investment Advisors, LLC is a multi-team, SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios and offers wealth and investment management, financial planning, and retirement plan advisory services through a network of approximately 286 advisors.

Sally Jilek is a financial advisor with CX Institutional, LLC, holding Series 65 and Series 63 licenses and 20 years of industry experience. Her prior roles include positions at BFS Advisory Group, LPL Insurance Associates, and Retirement Advisors of America/Allworth Financial. Outside of financial advising, she is involved with Christy M Boutique, a retail business based in Dallas, TX. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis, and offers specialized strategies including exposure to cryptocurrency and thematic portfolios such as artificial intelligence and blockchain.

Charles Rey is a financial advisor with Level Four Advisory Services who holds a Series 66 credential and has three years of industry experience. His prior work includes roles at Morgan Stanley and Corient. Outside of finance, he has been involved in music as a performer and currently serves as a church worship 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 range of affiliated and third-party management options.