Daniel Collins is a financial advisor at Hilltop Securities Inc. with 37 years of industry experience. He holds a Series 63 designation and has previously worked at PNC Investments, BBVA Securities Inc., BBVA Wealth Solutions Inc., and COMPASS Bank. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of portfolio management programs and fiduciary services through an open-architecture platform.

Dennis Jackson is a CFP® and ChFC® with 29 years of experience in the financial services industry. He is currently affiliated with Advisor Resource Council and has previously worked at Edward D. Jones & Co., L.P., Level Four Advisory Services, and LPL Financial. Based in Dallas, TX, Jackson also manages Jackson Wealth Management LLC. Advisor Resource Council is an SEC-registered firm that serves individuals, retirement plans, charitable organizations, and business entities through a network of investment adviser representatives. The firm employs a combination of artificial intelligence tools and fundamental analysis to offer customized portfolio strategies, including model and separately managed accounts under its AIQ platform, as well as option-based strategies for eligible clients.

Shun Yang Wang is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, holding a Series 65 designation with two years of industry experience. He has been with Cain, Watters & Associates since 2016. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers a range of solutions including discretionary and non-discretionary investment management, ERISA plan advisory, and specialized services for dental practice transitions.

Nicole Gilbert is a financial advisor with BOK Financial Securities, Inc. in Plano, TX. She holds Series 63 and Series 65 licenses and has 32 years of industry experience, including 20 years with BOK Financial Securities and its affiliated bank, Bokf, NA. Outside of her advisory role, she is an owner of a private property business. BOK Financial Securities serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining research-driven asset allocation with a range of model strategies.

Hasan Hoke is a CFP® and ChFC® with 14 years of industry experience. He currently works at Procyon and has previously held positions at New York Life and its affiliated entities. Procyon provides investment management, financial planning, retirement-plan advisory, and institutional consulting services to a diverse client base that includes individuals, high-net-worth families, trusts, businesses, retirement plans, pooled investment vehicles, and government clients. The firm manages approximately $9.2 billion in client assets, employing both discretionary and primarily non-discretionary strategies using mutual funds, ETFs, individual equities, and fixed income, combined with internal portfolio construction and access to independent managers.

John Cervantes is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior experience includes roles at TCA Financial Group, LLC, A. G. Edwards & Sons, Inc., and UBS Financial Services. He serves on the board of Pine Lake Country Club. 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 business entities, offering financial planning, portfolio management, and access to multiple advisory programs, including both discretionary and non-discretionary account management.

Daniel Lancaster is a CFP® and CFA® with 11 years of industry experience. He currently works at Advisors Capital Management, LLC and has previous experience at Fisher Investments and Ameriprise Financial Services. He is also involved with Lancity Enterprises, LLC, operating as The Wealth Expedition. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, providing discretionary portfolio management through customized accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection across equity, fixed-income, and tactical approaches, managing over $8 billion in assets for approximately 17,800 clients.

Alex Stowe Jr. is a CFP® professional with 25 years of experience in financial advising. He currently works at Avior Wealth Management, LLC and previously managed his own practice, Stowe Planning, L.L.C., for 22 years. Avior Wealth Management serves a diverse client base, including high-net-worth individuals, institutions, and corporations, offering investment management, financial planning, pension consulting, and business consulting services. The firm employs a fundamental analysis investment approach with a combination of direct portfolio management and separately managed accounts.

Philippe Thomas is a financial advisor at USAA Investment Services Company with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, Merrill, and Northwestern Mutual. Thomas serves as a Sergeant and Aircraft Mechanic Supervisor with the U.S. Marine Corps Aviation Unit VMGR 234 in Fort Worth, Texas. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, offering Retirement Income Strategy Reports and facilitating referrals rather than managing client assets directly.

Alessandro Ugge is a financial advisor at BOK Financial Securities, Inc. with 13 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Bank of America, Merrill, and BBVA-related entities. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions such as municipalities and government agencies. The firm provides non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client contact with research and asset allocation from its Strategic Investment Advisors.

Gerald Robinson is a financial advisor with Advisor Resource Council based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at 360 Wealth Management, LPL Financial, Merrill, and UBS Financial Services. He serves as president and board member of the Flower Mound Rotary Club. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies and custom solutions, and advisors utilize multiple third-party platforms to tailor investments to client needs.

Curtis Ladd is a CFP® certificant with 40 years of industry experience. He is affiliated with Diversify Advisory Services, LLC and has prior experience at DFPG Investments, Inc. and First Financial Center of Dallas, where he is also involved in insurance sales. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management strategies and flexible fee arrangements.

Andrew Hicks is a CFA® charterholder with 16 years of industry experience. He is currently with BOK Financial Private Wealth, Inc., where he has worked since 2019. Prior to joining BOK Financial, he was employed at AllianceBernstein L.P. from 2010 to 2014. BOK Financial Private Wealth, Inc. offers discretionary and limited non-discretionary investment management, wealth advisory, and financial planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm employs a team-based investment process supported by research from BOKF, NA’s Strategic Investment Advisors group, and provides fiduciary support and asset-allocation guidance, leveraging its integration within the broader BOK Financial Corporation.

Mathew Welsh is a CFP® professional with 19 years of experience in the financial services industry. He has worked with Advisor Resource Council and LPL Financial since 2014 and previously spent nine years at Outdoor World Bass Pro Shops. He is based in Dallas, TX. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and businesses. The firm combines artificial intelligence tools with traditional fundamental analysis to manage portfolios through its AIQ platform and offers custom investment solutions tailored to client needs.

Shahmeen Khan is a financial advisor at Meridian Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Southport Capital, Comerica Bank, and Wells Fargo. Meridian Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services using a network model that includes both employees and independent contractors.

David Yarbrough is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Prospera Financial Services since 2000. Prospera Financial Services is a multi-team advisory firm with 271 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities through financial planning, portfolio management, and access to multiple advisory programs and platforms.

Keaton Burke is a financial advisor at EverSource Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 credential and has worked previously at Oliver LaGore VanValin Investment Group, Inc. and CFG Advisors LLC. Outside of advising, he owns and manages two real estate holding companies where he oversees property management and cash flows. EverSource Wealth Advisors serves individual and institutional clients including families, estates, trusts, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services through multiple investment programs and a private markets platform, focusing on tailored client profiling and operational due diligence.

Richard Megica Jr. is a CFP® and ChFC® with 23 years of industry experience. He has worked at The Mather Group, LLC since 2016 and previously held positions at Charles Schwab and Fidelity. He is based in Dallas, TX. 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 uses an evidence-based investment approach with multiple risk-based allocation models and tax-synchronized portfolio construction, incorporating customization and AI-assisted tools with human oversight.

Gregory Williams is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Level Four since 2021 and has prior experience at Harbor Financial Services and Personalized Service Insurance Agency, where he is also owner and senior insurance sales agent specializing in Medicare supplements, fixed annuities, senior life, and long-term care insurance. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a mix of wrap platforms and sub-advisors.

Richard Bennett is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior experience includes Edward Jones and LPL Financial. He is involved in non-variable insurance sales and tax preparation activities outside of his advisory work. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities with asset management and consulting services. The firm uses a combination of artificial intelligence and fundamental analysis to manage portfolios through its AIQ platform and offers custom investment solutions alongside third-party program options.