Belle Harris is a financial advisor at M Holdings Securities, Inc. with 12 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Charles Schwab and TD Ameritrade. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients through a nationwide network of Investment Advisor Representatives and independent Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and third-party managers.

Jerome Caulk is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior roles include positions at Ameriprise and Ameriprise Financial Services, Inc. He is also the owner of Tutelas Financial, an investment-related business. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

Leslie Benge is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 credentials and 23 years of industry experience. She has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) and LPL Financial since 2016. In addition to her advisory work, she is involved in real estate brokerage through Homes In Sync Realty Services. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and businesses, offering asset management, financial planning, and retirement plan consulting. The firm employs a combination of artificial intelligence tools and fundamental analysis in its investment strategies, providing a range of model portfolios and separately managed accounts tailored to different client needs.

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.

Lucas Baker is a financial advisor with Quotient Wealth Partners, LLC in Dallas, TX, holding a Series 65 designation and four years of industry experience. He previously worked at Goldman Sachs Personal Financial Management for two years and has experience in academic roles at Southeastern University and Parkland College. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans with financial planning, consulting, and both discretionary and non-discretionary investment management. The firm employs diversified portfolios including low-cost ETFs, individual securities, mutual funds, options, and alternative investments, utilizing model portfolios and tax-aware overlays to manage client 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 Tyler, TX, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2015 and has been affiliated with LPL Financial since 2008. Outside of advisory services, he is involved in providing disability and indexed universal life insurance. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, retirement plan consulting, and referrals to third-party money managers and LPL advisory programs. The firm uses actively managed strategies that combine artificial intelligence tools with fundamental analysis across a variety of portfolio types, including equities, fixed income, alternatives, and options-based techniques.

Ethan Shaff is a financial advisor at Level Four Capital Management with two years of industry experience. He holds a Series 65 designation and previously worked at Texas Capital Bank and The Cabana Group. Shaff is licensed as a life insurance agent, though he is not currently actively selling insurance. Level Four Capital Management provides discretionary asset management and sub-advisory services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, corporations, and government entities. The firm employs a model-driven investment approach overseen by an investment committee and offers a range of products including equity, fixed income, alternative private credit, private equity, and a crypto ETF portfolio.

Charles Dyer Jr. is a CFP® professional with 24 years of industry experience and is currently affiliated with Retirement Planners of America. He has worked at MMWKM Advisors, LLC for the past 15 years. In addition to his advisory role, he is an independent insurance agent for various insurance companies. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plan sponsors, and institutions. The firm employs an “Invest and Protect” investment approach that incorporates tactical asset shifts based on market indicators and maintains a defensive posture to manage risk.

Stephen Crossman is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Hilltop Securities since 2016. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of investment solutions through an open-architecture platform that includes adviser-managed and model-based programs, along with specialized municipal bond strategies and custody capabilities uncommon among enterprise advisers.

Ronald Stolman Jr. is a Series 65-licensed advisor with Advisor Resource Council, where he has worked since 2020. He has 5 years of industry experience and owns Stolman & Associates, LLC, a bookkeeping and tax business established in 2006. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and consulting services. The firm uses actively managed strategies that combine artificial intelligence tools with fundamental analysis and provides both discretionary and nondiscretionary portfolio management 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 over 23 years of industry experience. He has been with Advisor Resource Council (formerly 360 WEALTH MANAGEMENT) since 2012 and has also worked with LPL Financial since 2005. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, retirement plan consulting, and access to third-party money managers and LPL advisory programs. The firm uses actively managed strategies incorporating artificial intelligence tools alongside fundamental analysis and offers both discretionary and nondiscretionary portfolio management.

Wesley Darilek is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. He worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2011 to 2019 before joining Hilltop Securities in 2019. Outside of his advisory role, he is a landlord with a rental property he co-owns with his spouse. Hilltop Securities Inc. provides brokerage, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs through an open-architecture platform and features unique municipal bond strategies co-advised by Franklin Templeton Group and sub-advised by Western Asset Management.

David Mcbee Jr. is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Wells Fargo for over two decades and more recently at Raymond James Financial Services Advisors and Purshe Kaplan Sterling Investments. Mcbee is also the owner of MPM Interests, LLC, a support company for partnership distribution and tax reporting purposes. Concurrent Investment Advisors, LLC is an SEC-registered enterprise firm providing wealth management, investment management, financial planning, and retirement plan advisory services. The firm serves individuals, high-net-worth clients, families, trusts, businesses, and retirement plans, managing approximately $15.7 billion in assets across a multi-office platform. Their investment approach is primarily long-term and portfolio-driven, utilizing ETFs, mutual funds, and selected securities tailored to client goals and risk tolerance.

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.

Travis Floyd is a financial advisor with Advisor Resource Council who holds a Series 66 designation and has 16 years of industry experience. He has worked at Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2018 and previously held roles at LPL Financial, Level Four Advisory Services LLC, and J.P. Morgan Securities. Outside of his advisory role, he is involved in Travis Floyd Financial, LLC, a business entity for tax and investment purposes. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, retirement plan consulting, and referrals to third-party money managers and LPL advisory programs. The firm utilizes actively managed strategies that combine artificial intelligence tools with fundamental analysis across various portfolio types, including equities, fixed income, alternatives, and options-based techniques.

Ronald Rotthaus is a financial advisor with BOK Financial Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and with 36 years of industry experience. He has been with BOK Financial Securities and its affiliate Bokf, NA since 2006. Outside of his advisory role, he serves as an unpaid director of LifeBionix, Inc., working limited hours quarterly. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by an affiliate, and is notable for its municipal-advisor registration and affiliation with a bank holding company.

Brandi Adams is a financial advisor at Cain, Watters & Associates, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at KPMG, LLP for three years. Cain, Watters & Associates, LLC provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, individuals, trustees, and plan sponsors. The firm offers both discretionary and non-discretionary solutions across multiple platforms, including pooled investment funds, unified and separately managed accounts, and specialized services for practice transitions and dental service organizations.

Sheldon Benge is a CFP® professional with 18 years of experience, currently advising at Advisor Resource Council in Dallas, TX. He has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) and affiliated with LPL Financial since 2016. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises with asset management, financial planning, and retirement plan consulting. The firm utilizes AIQ model portfolios alongside fundamental analysis and offers tailored strategies for different account sizes, including options for high-net-worth clients.