Richard Williamson is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Tucker Asset Management since 2021 and previously at Lasalle St. Securities, L.L.C., while also operating Williamson Financial since 2012. Outside of advisory services, he is involved in the sale of life insurance and fixed annuities. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments, including private and non-liquid strategies, into its portfolios.

Jacob Morton Jr. is a financial advisor with Stephens in Dallas, TX, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Clover Partners, Valley Bank, and Texas Christian University. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering tailored portfolio programs with committee-based oversight and a range of financial planning and retirement advisory services.

Dennis Jackson is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and bringing 28 years of industry experience. His prior experience includes 18 years at Edward D. Jones & Co., L.P. and four years with Level Four Advisory Services. He also serves on the Advisor Resource Council and provides investment advisory services through an independent firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment solutions tailored to client needs.

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 in Dallas, TX, holding Series 63 and Series 65 designations and has 24 years of industry experience. He has worked at Integrity Advisory Solutions since 2024 and concurrently operates Frank & Kraft Wealth Coaching, Inc. and a law firm specializing in estate planning since 1990. Kraft serves on the boards of multiple charitable organizations, including the Jewish Federation of Greater Indianapolis, Hooverwood Living, and The Children's Theraplay Foundation. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors and manages approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and model portfolio programs, utilizing fundamental and technical analysis alongside various asset-allocation frameworks.

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 Matthews, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Prospera since 2013. He serves on the board of the Pine Lake Country Club in Mint Hill, NC. Prospera Financial Services is an enterprise-scale adviser and broker-dealer managing approximately $12.4 billion through about 207 advisors across 140 offices. The firm serves a diverse client base, including individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

Jodi Lutz is a financial advisor at Wedbush Securities Inc. with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wedbush Securities since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she owns and oversees operations for Pine Dunes Lodge, a lodging facility for golfers in Frankston, TX, and is involved with a golf course business, Pine Dunes Resorts & Golf Club. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, and capital markets, operating multiple managed account and wrap fee programs alongside commission-based brokerage arrangements.

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 licenses and six years of industry experience. His prior work includes positions at NYLife Securities LLC, New York Life Insurance Company, and JPMorgan Securities LLC. M Holdings Securities, Inc. serves a wide range of clients including individuals, retirement plans, charitable organizations, and corporations through independent Member Firms. The firm provides advisory and brokerage services such as investment management, retirement plan consulting, financial planning, and insurance advisory, offering ongoing client monitoring and a combination of direct management and oversight of third-party sub-advisors.

Gerald Robinson is a financial advisor with Advisor Resource Council in Flower Mound, TX, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked with 360 Wealth Management, LLC since 2012 and LPL Financial, LLC since 2009. Robinson serves as president and board member of the Flower Mound Rotary Club. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm uses actively managed strategies combining artificial intelligence tools with traditional fundamental analysis across diverse portfolios reviewed at least annually.

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 18 years of industry experience, currently serving with Advisor Resource Council in Dallas, TX. He has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) and LPL Financial since 2014. Prior to his advisory career, he worked at Outdoor World Bass Pro Shops from 2009 to 2018. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing 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 traditional fundamental analysis across various asset classes and offers both discretionary and nondiscretionary portfolio management.

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 with Prospera Financial Services, Inc. in Dallas, TX. He holds a Series 63 designation and has 42 years of industry experience. He has been with Prospera Financial Services since 2000. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services across multiple platforms and customizable portfolio options.

William O’rourke is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding a Series 65 designation and five years of industry experience. Prior to joining Concurrent, he worked at Prime Capital Financial for five years and has a background that includes positions at Optex Systems and Data Fork Digital Group, as well as legal studies and bar exam preparation. He also owns Legacy Estate Planning, providing counsel and drafting legal documents related to estate planning. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm serving 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.

James Tindall Jr. is a financial advisor with Integrated Advisors Network LLC in Dallas, TX, holding Series 63 and Series 65 registrations and bringing 24 years of industry experience. He has been with Echelon Investment Management since 2012. Integrated Advisors Network is an SEC-registered multi-team investment adviser that serves individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm uses a mix of fundamental and quantitative analysis, long- and short-term allocations, and options and hedging strategies to implement client plans, often incorporating third-party sub-advisers and managed account solutions.

Jason Romph is a financial advisor with LEE Financial Company, LLC in Dallas, TX. He holds the Series 66 designation and has 17 years of industry experience, including 15 years with Lee Financial Corporation. 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 approach centered on its WholeVision™ planning framework and serves as investment adviser to private pooled investment vehicles and family office clients.

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.