Mark Cameron is a financial advisor with Quartz Partners Investment Management in Las Colinas, TX, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. His career includes roles at Merrill, Charles Schwab, and Prudential Equity Group, among others. He is involved with David Dyke Fine Art as a referral source, referring potential buyers to the business. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries, providing model-based investment management through separately managed accounts, model portfolios, a digital investing platform, and advisory services. The firm’s investment approach combines top-down macro analysis and bottom-up stock selection, with ongoing portfolio monitoring and rebalancing by an investment committee.

Matthew Huddleston is a financial advisor at Zacks Investment Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Retirement Solutions LLC and Fisher Investments. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, and institutional clients, while also serving as portfolio manager to mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across a variety of strategies and offers retail wealth management, alternative investments, and model portfolios.

Ashley Hodge is a CFP® professional with over 32 years of experience in the financial industry. She has worked at firms including LPL Financial, UBS Financial Services, and FWPAM, L.L.C., and has been with Advisor Resource Council since 2019. Outside of her advisory work, she operates a Baylor fan website, sicem365.com. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and businesses. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies and custom solutions, delivering services through a network of investment adviser representatives.

Catherine Sagarsee is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding a Series 66 designation and two years of industry experience. She has worked across several roles within BOK Financial entities since 2021 and has prior experience at Chipotle and Benedictine College. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and 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 proprietary research and model strategies, and benefits from its affiliation with a bank holding company and related investment entities.

Allie Jones is a financial advisor at Cain, Watters & Associates, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at KPMG LLP for six years. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension or profit-sharing plan trustees and sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and manages donor-advised funds through Schwab Charitable.

Jamie Conlon is a CFP® and ChFC® professional with 11 years of experience in the financial services industry. He has worked at firms including John Hancock, Fidelity & Guaranty, and AIG Capital Services before joining Mutual of Omaha Investor Services, Inc. in 2026. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through Envestnet and uses Pershing as custodian, with advisors recommending model portfolios and serving as client contacts for third-party managers.

Douglas Heagren is a CFP® professional with 21 years of industry experience. He has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2014 and previously worked at LPL Financial and Ameriprise. He is involved in educational financial consulting and business administration through multiple ventures, including Beacon Summit Wealth Management and Prop 3 Partners. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm integrates artificial intelligence with traditional fundamental analysis to offer a range of model and separately managed account strategies, alongside custom solutions such as option-based strategies, supported by a network of investment adviser representatives.

Scott Proctor is a financial advisor at Level Four Advisory Services with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and LPL Financial. Outside of advisory work, he serves as president of the M.E.S Team Foundation, a nonprofit focused on children’s charity. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across a diverse client base that includes individuals, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a mix of internal and third-party management options.

Adam Dowlen is a financial advisor at Coppell Advisory Solutions LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at HBW Advisory Services and Williams & Kunkel CPA. Outside of advisory work, he operates Add Em Up Taxes, providing tax return preparation and tax savings advice. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses tailor-made asset allocation models combined with fundamental and technical analysis, implementing strategies on a discretionary basis aligned with client objectives.

David Martin is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2012, LPL Financial since 2011, and Equitable Advisors from 2001 to 2011. Outside of advisory work, he is involved with an internet business, Temojo, LLC. Advisor Resource Council is an SEC-registered advisory firm serving individuals, retirement plans, charitable organizations, and businesses. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies and provides customized investment solutions, including option-based strategies, through a network of investment adviser representatives.

Elijah Focht is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 registrations and one year of industry experience. His prior roles include positions at LPL Financial and Northwestern Mutual, as well as experience outside finance with businesses such as Foundry Coffeehouse. He provides administrative support to Advisor Resource Council as part of his business activities. Advisor Resource Council is an SEC-registered advisory firm serving individuals—including high net worth clients—retirement plans, charitable organizations, and business entities. The firm employs a combination of artificial intelligence and traditional fundamental analysis in its investment process and offers a range of model and separately managed account strategies alongside third-party platform solutions.

Jo Anna Dossman is a financial advisor at Retirement Planners of America with 20 years of industry experience. She holds the Series 66 designation and previously worked at firms including Concourse Financial Group Securities and AIG Capital Services. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program for individuals, high-net-worth clients, and retirement plan participants. The firm employs an "Invest and Protect" approach focusing on capital preservation and tactical rebalancing using model portfolios and discretionary authority.

Ricky Sanford is a financial advisor at Level Four Advisory Services with 35 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked with firms including Edward Jones, Cetera, Columbia Bank, and Harbor Financial Services. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and serves a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a mix of direct management and sub-advisers.

Stephen Ferrell is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Advisor Resource Council since 2013 and has worked at LPL Financial since 2011. Outside of advisory services, he is a partner and business owner of Carpe Via Travel, a travel agency. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with fundamental analysis to create model and separately managed account strategies and offers customized solutions, including option-based strategies, through a network of investment adviser representatives.

Joel Corbin is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has been with Prospera since 2005 and previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. He serves as a board member of the Lubbock Kappa Alpha House Corporation. 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, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial planning, portfolio management, and access to various advisory platforms and programs.

Jordan Roach is a financial advisor with Retirement Planners of America, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at MMWKM Advisors, Black Knight Wealth Management, Eagle Strategies, and New York Life. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants. The firm emphasizes capital preservation and tactical rebalancing through model portfolios, using a quantitatively based market signal while maintaining discretionary trading authority.

Laura Lamar is a financial advisor at Cain, Watters & Associates, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Ernst & Young LLP and Texas Security Bank. Laura also spent several years in full-time education prior to her advisory career. Cain, Watters & Associates, LLC provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, individuals, trustees, and plan sponsors. The firm offers comprehensive financial planning, ERISA plan advisory, pooled trust offerings, and managed account solutions, utilizing both discretionary and non-discretionary strategies supported by affiliated banking and accounting entities.

Michael Taylor is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for five years before joining Prospera in 2012. Outside of his advisory role, he is the owner and CEO of Tavesco Incorporated, where he serves as a board member involved in holding company activities related to real estate investments. Prospera Financial Services is a multi-team advisory firm with over 270 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 business entities, offering financial planning and portfolio management through various advisory programs and platforms.

Lori Clem is a financial advisor at BFC Planning, Inc. with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Berthel Fisher & Company Financial Services, Inc., Williams Financial Group, and Northstar Securities, Inc. Outside of her advisory role, Clem is involved in several business ventures, including operating a pet care center and pet cemetery, serving on the board of the Weatherby Foundation, and participating in property development projects. BFC Planning, Inc. serves a diverse client base including individuals, corporations, trusts, and pension plans through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to various third-party managers, employing a range of investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

Colin Faulk is a CFP® professional at Quotient Wealth Partners, LLC with six years of industry experience. His career includes roles at Goldman Sachs and Equitable Advisors. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, providing financial planning, consulting, and wealth management services. The firm employs tailored investment programs using ETFs, mutual funds, individual securities, and third-party managers, focusing on diversified, factor-tilted allocations and tax-aware strategies.