James Webb is a CFP® professional with 32 years of experience in the financial services industry. He has worked at Edward Jones from 2003 to 2017 and has been with Advisor Resource Council and LPL Financial since 2017. Webb holds the Series 63 license and operates out of Dallas, TX. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and consulting services. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across various asset classes.

Matthew Craig is a financial advisor at Level Four Advisory Services with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2012 to 2021. Craig is based in Dallas, Texas. Level Four Advisory Services is an enterprise investment adviser managing approximately $5.32 billion through 115 advisors. The firm serves a diverse client base, offering fee-only financial planning, asset management, and retirement plan advisory services, with an emphasis on tailored client solutions supported by internal and external investment resources.

Lesa Collins is a Series 66 licensed financial advisor with 17 years of industry experience. She has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank before joining Retirement Planners of America, where she has been since 2023. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program serving individuals, high-net-worth clients, and retirement plan participants. The firm emphasizes capital preservation and tactical rebalancing using model portfolios composed mainly of ETFs and mutual funds, with discretion to adjust based on a long-term market signal.

Steve Germany is a financial advisor at BOK Financial Securities, Inc. in Grapevine, TX, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BOK Financial Securities and Bokf, NA since 2007. 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 quantitative and qualitative research provided by its affiliate, Strategic Investment Advisors.

Linda Mills is a financial advisor with LPL Financial in Trophy Club, TX, holding a Series 63 designation and bringing 48 years of industry experience. She has been with LPL Financial since 2009 and also provides investment advisory services through Advisor Resource Council, operating under the DBA 360 Wealth Management. 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 and a range of investment solutions, combining large-scale advisory operations with various non-advisory financial products.

James Ryan is a CFP® certified financial advisor with 33 years of industry experience, currently serving at Prospera Financial Services, Inc. since 2020. Prior to that, he worked at Wells Fargo Advisors for eight years. Prospera Financial Services is a multi-team enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion for a diverse client base that includes individuals, corporations, charitable entities, and retirement plans. The firm offers a range of investment advisory and financial planning services through various platforms and employs a combination of firm models, third-party sub-advisers, and customizable allocations.

James Bussey is a financial advisor at Hilltop Securities Inc. with 10 years of industry experience. He holds the Series 66 designation and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Ameriprise Financial Services. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm employs an open-architecture platform and provides a range of managed account programs alongside fiduciary and consulting services under ERISA arrangements.

Felicia Belcher is a Series 66–licensed financial advisor with seven years of industry experience. She currently works at USAA Investment Services Company and previously held roles at J. Grant & Associates and JP Morgan Securities LLC. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members through phone and digital channels, offering a Retirement Income Strategy Report and facilitating referrals rather than managing client assets directly.

Shawn Stone is a financial advisor at Retirement Planners of America with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with MMWKM Advisors, LLC since 2014. In addition to his advisory role, he works as an independent insurance agent for various companies. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee investment program. The firm employs an “Invest and Protect” approach focused on capital preservation and tactical rebalancing, utilizing model portfolios composed mainly of ETFs and mutual funds.

Annie Lamm is a financial advisor at Cain, Watters & Associates, LLC with six years of industry experience. She holds a Series 65 credential and has previously worked at KPMG and the University of Mississippi. 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 solutions across multiple platforms and provides specialized services for dental practice transitions and related matters.

Benjamin Dethlefs is a financial advisor with Retirement Planners of America, holding Series 66 and Series 63 licenses and 11 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities, and TD Ameritrade. Outside of his advisory work, he is a passive investor in a private company that provides concrete services to pool construction firms. Retirement Planners of America offers discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee investment program. The firm employs an “Invest and Protect” investment approach, emphasizing capital preservation and tactical rebalancing with model portfolios composed largely of ETFs and mutual funds.

Janet Broyles is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Advisor Resource Council since 2013 and has also been affiliated with LPL Financial since 2005. Outside of her advisory roles, she manages the Mamie Whitehurst Humphrey Trust in a fiduciary capacity. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and retirement plan consulting. The firm uses actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across a range of portfolio types, including equities, fixed income, alternatives, and options-based techniques.

Lauren Roecker 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 PricewaterhouseCoopers. 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 various solutions, including ERISA plan advisory, pooled trust offerings, unified managed accounts, and referrals to tax and accounting specialists.

Matthew Frost is a CFP®-certified financial advisor with five years of industry experience, currently with Quotient Wealth Partners, LLC in Dallas, TX. He previously worked at Astoria Strategic Wealth and has a background that includes roles at Texas Tech University and LexisNexis. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management. The firm utilizes diversified portfolios with low-cost ETFs, stocks, bonds, mutual funds, options, and alternative investments, applying tax-aware strategies and ongoing monitoring to client accounts.

Melina Trevino is a financial advisor at Level Four Advisory Services with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research Advisors, Granite Financial Group, and Fidelity Investments. Trevino is also an insurance license holder, though she is not currently active in that capacity. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across more than 13,000 client relationships. The firm serves a diverse client base with fee-only financial planning, discretionary and non-discretionary asset management, and retirement plan advisory services, utilizing model portfolios and both affiliated and third-party sub-advisers.

Robert Stern is a CFP® with 24 years of industry experience, currently serving at Jefferies Investment Advisers LLC since 2026. His prior roles include positions at RBC Capital Markets, LLC and JPMorgan Chase Bank NA. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process supported by third-party software and advanced scenario analyses.

Ashley Stephenson is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at Parallel Advisors, LLC since 2023 and previously spent two years at Ellevest and seven years at Tolleson Wealth Management. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach using fundamental, technical, and cyclical analysis across multiple asset classes and incorporates technology platforms for tax-efficient rebalancing and held-away account management.

Benjamin Biggs is a financial advisor with SageSpring Wealth Partners in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Raymond James Financial Services in various capacities between 2008 and 2016 before joining SageSpring Wealth Partners, where he has been since 2008. He is also president of Biggs Wealth Team, a support company that assists clients with retirement planning and asset management. SageSpring Wealth Partners serves a diverse client base including individual, institutional, and plan sponsor clients. The firm offers discretionary investment management, financial planning, and consulting services, tailoring portfolios using various asset types and employing both fundamental and technical analysis, combined with multi-team resources and institutional capabilities.

Danny Boyce is a CFP® and CFA® with 26 years of industry experience. He has been with Lee Financial Corporation since 1999. Outside of his advisory role, Boyce serves as founder, treasurer, and chairman of the board for the Flubert Foundation, a private charitable organization, and is involved in volunteer leadership and investment activities for the Allen Park Foundation and other nonprofit entities. Lee Financial Company, LLC is a multi-team firm that provides fee-only financial planning and discretionary and non-discretionary portfolio management to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based model centered on its WholeVision™ planning framework and serves as investment adviser to private pooled investment vehicles while offering family office and foundation services.

Michael Gomez is a financial advisor with Prospera Financial Services, Inc. in Lubbock, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Prospera Financial Services since 2005. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors, offering investment advisory and financial planning services across multiple platforms with customizable portfolio construction and ongoing oversight.