Ryan Coxe is a financial advisor at LEE Financial Company, LLC in Dallas, TX, holding a Series 65 designation with two years of industry experience. His work history includes roles at Lee Financial, RETC, Strong Capital, Dominus Commercial, and the Dallas Cowboys. LEE Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm uses a team-based model with a WholeVision™ planning framework, tailoring portfolios to clients’ specific liquidity, tax, income, and risk needs.

Carolyn Sterling is a CFP® with 28 years of industry experience, currently serving at Prospera Financial Services, Inc. since 2022. She previously worked at Hd Vest Advisory and H.D. Vest Investment Securities, Inc. for over 25 years. Carolyn is also a board member and served as secretary for the Young Men's Service League in Plano, Texas. Prospera Financial Services, Inc. serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through about 207 advisors. The firm offers investment advisory and financial planning services across multiple platforms, constructing portfolios using a combination of firm and third-party models with discretionary or non-discretionary management.

Alexander Nickerson is a CFP® professional with five years of experience in financial advising. He has worked at Lee Financial Company, LLC since 2021 and previously spent five years with Cypress Point Wealth Management. He is based in Dallas, TX. Lee Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based model using its WholeVision™ planning framework and serves as General Partner and Investment Manager for several affiliated private partnerships.

Christopher Steinsholt is a financial advisor with Csenge Advisory Group, LLC in Dallas, TX, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Edward Jones. He serves on the Board of Directors for the Rotary Club of Rockwall and holds leadership roles with the Texas Valor Project and Rockwall County Republican Men’s Club. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm combines fundamental and technical analysis with a relative strength methodology and a top-down market approach, offering customized portfolio management through discretionary and model-based strategies.

Dennis Zator is a financial advisor at NFSG Corporation with 51 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Newbridge Securities Corporation since 2010. NFSG Corporation provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and businesses. The firm constructs diversified portfolios using a range of instruments and employs an internal portfolio manager to support its advisors, while also using third-party asset managers with various investment styles.

Dhruv Maniktala is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at True North Advisors, LLC since 2015. He is based in Dallas, TX and holds the Series 63 license. True North Advisors provides comprehensive financial planning, portfolio management, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions. The firm employs a fundamentally driven, bottom-up investment approach focused on value-oriented strategies, while incorporating passive indexed ETFs, SMAs, and alternative or private investments as appropriate.

Sean Kernan is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Advisor Resource Council since 2012 and also maintains a long-standing relationship with LPL Financial since 2009. Outside of advising, he operates a blog titled "How To Find A Financial Advisor." Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting through a network of investment adviser representatives. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across diversified portfolios.

Damian Caruso is a financial advisor with Capital Analysts in Plano, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Lincoln Investment Planning, Inc. for 20 years. Caruso is the sole member of DJC Financial Advisors, LLC, an entity created for tax-related purposes. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs. The firm’s investment decisions are guided by an in-house Investment Management & Research team that operates model portfolios and proprietary screening tools.

Alvin Walk is a financial advisor at Prospera Financial Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and Charles Schwab. Outside of his advisory role, Alvin is a musician who plays trumpet and performs with church groups. Prospera Financial Services, Inc. is an enterprise-scale firm serving a diverse client base including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors and offers a range of investment advisory and financial planning services using various platforms and customizable portfolio solutions.

Kevin Mc Gohan is a financial advisor with The Patriot Financial Group, LLC, holding a Series 65 credential and one year of industry experience. He has held roles at firms including CETERA Financial Specialists LLC and Champion Financial Group. Outside of advising, he leads a chapter of Professional Connectors, a networking group, and is involved with local business networking organizations. The Patriot Financial Group serves individuals, small businesses, and retirement plans, offering investment management, financial planning, and consulting services. The firm creates tailored portfolios using a mix of charting, fundamental, and technical analysis, with ongoing supervision and rebalancing to meet client needs.

Petia Moutaftchieva is a Series 66 licensed financial advisor at Hilltop Securities Inc. in Dallas, TX, with 12 years of industry experience. She 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 portfolio management programs through an open-architecture platform that includes advisor-managed and model-based solutions, along with specialized municipal bond strategies and custody capabilities.

Tyler Nace is a CFP® professional with 18 years of experience, currently serving at SageSpring Wealth Partners. His prior roles include positions at Raymond James Financial and Ken Zahn Inc, as well as involvement with the Financial Planning Association. Outside of his advisory work, he owns and partners in residential real estate rental properties. SageSpring Wealth Partners is an SEC-registered firm managing approximately $6.5 billion in discretionary assets across a team of about 75 advisors. The firm provides personalized investment management, financial planning, and retirement plan consulting services to a diverse client base that includes high-net-worth individuals, institutions, and charitable organizations.

Deborah Todd is a financial advisor with Momentum Independent Network Inc. in Tyler, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Sws Financial Services since 2010. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage relationships, offering a range of investment advisory programs, managed accounts, financial planning, and retirement plan consulting. The firm utilizes a platform model with third-party managers and integrates with Hilltop affiliates to provide municipal bond strategies and bank-sweep deposit programs.

Benjamin Newport is a CFP® with 10 years of industry experience, currently affiliated with Retirement Planners of America. He has been with MMWKM Advisors, LLC since 2015 and serves as a munitions section supervisor in the Texas Air National Guard, where he has been active since 2009. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants. The firm employs an “Invest and Protect” approach that focuses on capital preservation and tactical rebalancing, using model portfolios largely composed of ETFs and mutual funds.

William Atkins Jr. is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Advisor Resource Council and affiliated with LPL Financial since 2015. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies that integrate artificial intelligence tools with traditional fundamental analysis across various portfolio types, including equities, fixed income, alternatives, and options-based techniques.

Avery Vanechanos is a financial advisor at Hilltop Securities Inc. based in Dallas, TX, with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including NEXT Financial Group and Momentum Independent Network Inc. Outside of his advisory roles, he has experience with organizations such as Texas Christian University and TCU Athletics. Hilltop Securities serves individual and institutional clients, offering investment advisory and broker-dealer services on an open-architecture platform that includes third-party and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities, and provides specialized municipal bond strategies along with various program services.

Brian Lane is a CFP® with 10 years of experience in the financial advisory industry. He currently works at The Mather Group, LLC and previously held roles at Morgan Stanley and JP Morgan. Outside of his advisory work, he is engaged as a contractor for Uber in the automotive and transportation sector. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with customizable strategies and incorporates AI tools for market data and client communications while maintaining human oversight.

Robert Albritton Jr. is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 39 years of industry experience. He holds a Series 63 designation and has been with Prospera since 2000. Outside of his advisory role, he serves as a trustee and executor for two marital estates and trusts. Prospera Financial Services, Inc. is an enterprise-scale firm that manages approximately $12.4 billion across 207 advisors and about 140 offices. The firm serves individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through various platforms and customizable portfolio management options.

Robert Bourland is a financial advisor with Arax Advisory Partners in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies.

Garrett Frost is a financial advisor at Geneos Wealth Management, Inc. He holds the Series 66 designation and has three years of industry experience. His prior work includes roles at Cetera, North Star Resource Group, and Minnesota Life Insurance. Outside of advisory work, he has experience in fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm provides financial planning, portfolio management, and access to third-party money managers through various programs, employing a range of investment strategies including fundamental and technical analysis, with both customized and model-based accounts.