Bryan Huhn is a CFP® with 19 years of experience in the financial services industry. He is currently with Sowell Management and previously worked at firms including Reflective Wealth Planning, Fisher Investments, and Hennion & Walsh. He also served as a financial advisor and owner of Reflective Wealth Planning, LLC. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services through an independent-contractor model of over 100 investment adviser representatives.

Wilbur Hemby Jr. is a CFP® with 30 years of industry experience, currently serving at Level Four Advisory Services. His prior experience includes roles at Level Four Financial, LLC and LPL Financial, LLC. He is also a member of the Rotary Club of Kinston and serves on the Management Advisory Committee for the College of Business at East Carolina University. Additionally, he is an author and provides financial services practice management consulting and lectures. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, emphasizing tailored solutions supported by internal and affiliated sub-advisers.

Richard Williamson is a financial advisor with Tucker Asset Management LLC in Richardson, TX, holding Series 63 and Series 65 designations and having 20 years of industry experience. His prior experience includes roles at Lasalle St. Securities, L.L.C. and his own firm, Williamson Financial. He is also involved in the sale of life insurance and fixed annuities through a separate business. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, and financial planning. The firm employs a top-down, macroeconomic asset-allocation approach and integrates alternative investments, including private and non-liquid options, into its portfolios.

Jacob Morton Jr. is a financial advisor at Stephens in Dallas, TX, holding a Series 66 designation and having one year of industry experience. He has held positions at several firms, including Clover Partners and Valley Bank, and has experience in hospitality and education sectors through roles at Luigi's Restaurant and Fairfield College Preparatory School. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of discretionary and non-discretionary management programs and integrates bottom-up equity research with committee-driven asset allocation, while also providing brokerage, investment banking, and municipal advisory services.

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.

Sarah Henze is a CFP® professional with 16 years of experience at Lee Financial Company, LLC in Dallas, TX. She has been with Lee Financial Corporation since 2010. 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 centered on its WholeVision™ planning framework and manages tailored portfolios that include a range of investment vehicles, while also serving as General Partner and Investment Manager for several affiliated private partnerships.

Paul Kraft is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has a long history in wealth coaching and estate planning, including serving as an attorney and owner of Frank & Kraft, PC since 1990. Kraft is also actively involved in community philanthropy, serving on the boards of several nonprofit organizations such as the Jewish Federation of Greater Indianapolis and The Children's Theraplay Foundation. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, employing a variety of investment strategies and leveraging third-party platforms to tailor solutions for clients.

Joseph Roop is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Belmont Capital Advisors since 2009 and has held positions at Kalos Capital, Inc. and Dempsey Lord Smith, LLC. Outside of his advisory work, he serves as a deacon at First Presbyterian Church in Belmont, NC. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm employs a tailored investment approach using internally developed asset allocation models combined with fundamental and technical analysis, offering an open-architecture platform that includes a range of investment products.

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.

Jodi Lutz is a financial advisor with Wedbush Securities Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and having 33 years of industry experience. Her prior work includes positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of her advisory role, she owns and manages Pine Dunes Resort & Golf Club, where she is involved in annual meetings and approves purchases and marketing plans. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients across a range of asset classes and strategies, including discretionary and non-discretionary portfolio management, institutional research, and prime services.

Larry Sanders is a financial advisor at IP Financial Advisory Services LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Innovation Partners LLC and Parsonex Securities. In addition to his advisory roles, Sanders serves as a Sergeant First Class in the U.S. Army Reserve and owns a barber business. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides customized investment solutions and access to third-party advisors, focusing on non-high-net-worth individuals.

Marco Rodriguez is a CFA® charterholder with 27 years of industry experience. He is currently with LEE Financial Company, LLC, where he has worked since 2022, following seven years at Stonegate Capital Markets and over 20 years as a self-employed financial professional. He is president of Marco Associates, a firm specializing in financial modeling, valuation, and investment analysis. 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 approach using its WholeVision™ planning framework and manages a variety of investments, including private partnerships and pooled vehicles, with a focus on tailored asset allocation and risk management.

Austin Cannon is a financial advisor with M HOLDINGS SECURITIES, Inc. in Dallas, TX, holding Series 65 and Series 63 credentials and six years of industry experience. His prior work includes roles at NYLife Securities LLC, New York Life Insurance Company, and JPMorgan Securities LLC. M HOLDINGS SECURITIES, Inc. serves a range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm provides advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house and third-party portfolio management.

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.

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.

Gregory Gatlin is a financial advisor at Momentum Independent Network Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 15 years before joining Momentum Independent Network in 2024. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, with a platform model that integrates third-party managers and Hilltop affiliates for specialized municipal bond strategies and cash management features.

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.

Jason Romph is a financial advisor with LEE Financial Company, LLC, holding a Series 66 credential and 18 years of industry experience. He has been with Lee Financial Corporation since 2011 and previously worked at USAA Financial Planning Services and RBC Capital Markets. LEE Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm offers family office and foundation services and manages private pooled investment vehicles through a team-based approach centered on its WholeVision™ planning framework.

Shayla Cobb is a financial advisor at LEE Financial Company, LLC with two years of industry experience. Her prior work includes roles at Cobb Family and Getting it Done Organizing, as well as ownership of a fitness franchise business under Cobb Fitness, LLC. LEE Financial Company provides fee-only financial planning and portfolio management services to a diverse client base including individuals, families, trusts, charitable organizations, and employer retirement plans. The firm uses a team-based model centered on its WholeVision™ planning framework and manages both discretionary portfolios and private pooled investment vehicles.