Aaron Rosenthal is a financial advisor with Cain, Watters & Associates, LLC who holds the Series 65 designation and has two years of industry experience. Prior to joining Cain, Watters & Associates, he worked at Deloitte and held various roles including positions at Arvest Bank and the University of Central Arkansas. Cain, Watters & Associates, LLC 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 both discretionary and non-discretionary investment solutions and incorporates affiliated banking and accounting resources into its service offerings.

Grant Juno is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation and one year of industry experience. His background includes roles at Institutional Securities Corp, Baylor University, and Texas Farm Bureau Insurance Company. ISC Advisors, Inc. serves individuals, high-net-worth clients, corporate pension plans, charitable institutions, and other entities, managing approximately $1.6 billion in assets. The firm offers portfolio management, financial planning, and pension consulting, with investment decisions guided by an internal committee and implemented through various advisory programs and third-party managers.

Mark Theall is a financial advisor with Soltis Investment Advisors, LLC in Southlake, TX. He holds Series 63 and Series 66 licenses and has three years of industry experience, including previous roles at Zable Freeman and Fidelity Investments. His background also includes several years in education and swim team management. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base that includes individuals, institutions, trusts, and retirement plans. The firm employs a Modern Portfolio Theory-based investment approach combined with quantitative and qualitative manager analysis and offers a range of investment products and ongoing client communications.

Aidan Jahnke is a financial advisor with Quotient Wealth Partners, LLC in Dallas, TX, holding a Series 65 designation and having one year of industry experience. His prior roles include work at Catapult Solutions Group and teaching positions at the University of North Texas, Collin College, Plano West High School, and Rice Middle School. Outside of finance, he has experience working at Taverna Rossa. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management services to both non-high-net-worth and high-net-worth clients. The firm employs tailored investment programs using ETFs, mutual funds, individual securities, and third-party managers, applying fundamental and cyclical analysis to create diversified, factor-tilted portfolios.

Zachary Beckerley is a CFP® with 17 years of industry experience, currently with Merit Financial Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Stratos Wealth Partners. He serves on the board of Mazie's Mission, a nonprofit organization. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm offers asset management, financial planning, and retirement plan consulting through a network of investment adviser representatives and employs a long-term, diversified asset allocation approach supported by an internal investment management team and third-party managers.

David York is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with various USAA entities since 2014, including USAA Life Insurance Company and USAA Financial Planning Services. Outside of his advisory role, he is involved in property ownership as a landlord. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products, operating primarily as a retirement-advice intermediary rather than a portfolio manager.

Janet Dettle is a Planning Consultant at Fidelity Investments, where she has been working since 2022. In this role, she partners with clients to help them make informed financial decisions aimed at achieving long-term financial security. Prior to joining Fidelity Investments, Janet worked as a Financial Advisor at First Command from 2020 to 2022. Through her professional experience, she is focused on supporting clients in their financial planning needs.

Sydney Katzmark is a financial advisor at Merit Financial Advisors with two years of industry experience. He holds Series 66 and Series 63 credentials and has worked at several firms, including Purshe Kaplan Sterling Investments, Global Wealth Advisors, Charles Schwab & Co., Inc., and HFS Wealth Management. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified investment approach managed through centrally constructed portfolios and supports both discretionary and non-discretionary accounts.

Alejandra Navarro is a financial advisor at CoreCap Advisors with 12 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at CoreCap Investments since 2019. Outside of her advisory role, she is involved as a driver with Tracie McCormick Trucking. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients such as pension and profit-sharing plans, trusts, estates, and corporations. The firm offers discretionary investment and portfolio management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, typically long-term investment approach focused on mutual funds, ETFs, equities, and bonds.

Austin Collins is a financial advisor at Prospera Financial Services, Inc. based in Dallas, TX, with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Cambridge Investment Research and Whitley Penn. Outside of his advisory work, Collins has been employed in food and beverage services and quality assurance contracting. Prospera Financial Services, Inc. is a multi-team advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm offers financial planning, portfolio management, and access to multiple advisory programs, combining discretionary and non-discretionary account management with various model portfolios and third-party money managers.

Jeffrey Broaddus is a financial advisor at ISC Advisors, Inc. in Dallas, TX, with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Personal and Workplace Advisors and MMA Securities LLC. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and institutional clients, offering financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services. The firm manages approximately $1.54 billion in assets, utilizing model portfolios that range from Conservative Income to Aggressive Growth, and incorporates mutual funds and ETFs in its investment approach.

Eric Lardner is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at OneAmerica Securities and American United Life. Outside of advising, he is involved in the sales of fixed insurance products through Abundant Wealth Management Inc. Sound Income Strategies is a fee-based investment adviser serving a diverse client base, including individuals, corporate and pension clients, other advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies, actively manages portfolio risk through fundamental and technical analysis, and offers services such as financial planning, ERISA plan services, and ETF sub-advisory.

Adam Recker is a CFP® and CFA® with nine years of industry experience. He has been with The Mather Group, LLC since 2017 and previously worked at First Financial Bank from 2011 to 2017. The Mather Group primarily 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 employs an evidence-based investment approach with customized portfolio options and integrates tax synchronization and AI-assisted market analysis while maintaining human oversight.

Matthew Klotsche is a financial advisor with Retirement Planners of America in Plano, TX. He holds a Series 65 designation and has three years of industry experience. Prior to joining Retirement Planners of America, he worked for the San Diego Padres for seven years. Outside of advising, Mr. Klotsche has been a partner in Protected Patriots, LLC, a business selling safety stickers and apparel, which is currently being wound down. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants through wrap-fee programs. The firm employs an “Invest and Protect” strategy emphasizing capital preservation and tactical rebalancing using model portfolios mainly composed of ETFs and mutual funds.

Allen Coskrey is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Prospera since 2004. Outside of his advisory role, he is the owner of PBR Bucking Bulls. Prospera Financial Services, Inc. is a multi-team 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 with financial planning, portfolio management, and multiple advisory programs, incorporating both discretionary and non-discretionary account management.

Julie Denham is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 designation and six years of industry experience. She has worked at Cain, Watters & Associates since 2016. Outside of her advisory role, she assists with administrative duties at Krum Feed & Supply LLC. 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 ERISA plan advisory, pooled trusts, unified managed accounts, and donor-advised fund management, supported by formal affiliations with banking and accounting entities.

Jessica Ebuen is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation with 13 years of industry experience. She previously worked at The Huntington Investment Company for 10 years before joining Prospera in 2021. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

James Yahoudy is a financial advisor with Aptus Capital Advisors, LLC in Grapevine, TX, holding Series 66 and Series 63 designations and possessing 16 years of industry experience. His prior roles include positions at Quasar Distributors, LLC, TD Ameritrade, and Hornor, Townsend & Kent, LLC. Aptus Capital Advisors manages approximately $14.47 billion in assets and provides advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm emphasizes the use of actively managed ETFs and model-driven portfolios, applying both technical and fundamental analysis to seek market participation while aiming to mitigate major drawdowns.

Nancy Schilreff is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 11 years of industry experience. She has worked at Brookstone Capital Management since 2018 and previously was employed with Client One Securities, LLC and Horter Investment Management. She is also Vice President of Schilreff & Associates, an insurance services business that provides life insurance, annuities, and long-term care policies tailored to client needs. Brookstone Capital Management offers fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset-allocation models and a variety of investment strategies, servicing clients through both direct management and sub-advisory relationships.

Arjun Swarup is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, he worked at Morgan Stanley Wealth Management and has an academic background from NYU College of Arts and Sciences. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing managed account services within a fiduciary framework, including acting as adviser to a donor-advised fund.