Jack Barker is a CFP® with seven years of industry experience, currently serving clients at The Mather Group, LLC in Dallas, TX. His prior roles include positions at EQ Wealth Advisors, FSC, BFS Advisory Group, and Fidelity Brokerage Services LLC. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and leverages AI and machine-learning tools with human oversight.

Britt Woods is a financial advisor at Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior roles include positions at PNC Wealth Management, Lone Star National Bank, LPL Financial, Cetera Investment Services, and Fifth Third Securities. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers comprehensive financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, multiple custodians, and unaffiliated sub-advisors, with a notable corporate structure that includes affiliated broker-dealer and trust/banking entities.

James Webb is a CFP® professional with 33 years of industry experience, currently serving as an advisor at Advisor Resource Council since 2017. Prior to that, he worked at Edward Jones for 14 years. Webb also holds a Series 63 license. Advisor Resource Council is an SEC-registered firm that provides asset management, financial planning, and consulting services to individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with traditional analysis to offer various investment strategies and custom solutions, delivering services through a network of investment adviser representatives.

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 Advisor Resource Council in Dallas, TX, holding a Series 63 designation and 48 years of industry experience. She has worked at Morgan Stanley and Citigroup Global Markets before joining Advisor Resource Council in 2012. Mills also provides investment advisory services through her own registered investment advisor business affiliated with Advisor Resource Council. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies, supplemented by third-party platforms and sponsored programs to align with client objectives.

James Ryan is a CFP®-certified financial advisor with 33 years of industry experience, currently at Prospera Financial Services, Inc. since 2020. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Ryan also has a rental property business in Leawood, KS, which contributes a minor portion of his annual income. 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 business entities, offering financial planning, portfolio management, and access to multiple advisory platforms.

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.

Jordan Jensen is a Series 65-licensed financial advisor at Savvy with six years of industry experience. He has worked at several firms, including ONE Advisory Partners, Soltis Investment Advisors, CapFinancial Securities, CAPTrust, and Northern Trust. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using primarily index-based, long-term strategies alongside active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and sub-adviser strategies.

Felicia Belcher is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and seven years of industry experience. She has previously worked at JP Morgan Chase and J. Grant & Associates. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, emphasizing retirement income planning through digital and phone channels rather than direct portfolio management.

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 at Retirement Planners of America with 11 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Retirement Planners of America in 2022, he worked at JP Morgan Chase Bank, JP Morgan Securities, and TD Ameritrade. Outside of his advisory role, he is a passive investor and partner in a private building materials company. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants. The firm employs an “Invest and Protect” strategy focused on capital preservation and tactical rebalancing through model portfolios composed mainly 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 with 42 years of industry experience. She has worked with LPL Financial since 2005 and with Advisor Resource Council since 2013. Broyles also manages the Mamie Whitehurst Humphrey Trust in a fiduciary capacity. Advisor Resource Council serves individuals, retirement plans, charitable organizations, and business entities, providing asset management, financial planning, and consulting services through a network of investment adviser representatives. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies, and supports custom solutions including option-based strategies.

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® with six years of industry experience, currently serving as a financial advisor at Quotient Wealth Partners, LLC. Prior to joining Quotient in 2024, he worked at Astoria Strategic Wealth from 2020 to 2024 and held various roles including positions at Texas Tech University and LexisNexis. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm offers customized financial planning and investment management using diversified, factor-tilted portfolios and tools for held-away account management, supported by a multi-advisor team and partnerships that enhance operational capabilities.

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.

Daniel Garcia is a financial advisor at Merit Financial Advisors with six years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Charles Schwab & Co., Inc., Travelex, CETERA Advisor Networks LLC, Himelick Financial Group, and Purshe Kaplan Sterling Investments. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving approximately 20,000 clients across 66 offices, managing nearly $24 billion in assets. The firm offers wealth management services including asset management, financial planning, and retirement plan advice, utilizing a long-term, diversified investment approach supported by both discretionary and non-discretionary management.

John Coyle is a financial advisor at Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. His prior roles include positions at Hilltop Securities Inc. and Oppenheimer. Momentum Independent Network serves a diverse client base including individuals, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage services. The firm uses a platform model that incorporates third-party managers and Envestnet for investment advice, account management, and offers various managed account options along with integration with Hilltop affiliates for municipal bond strategies and cash management features.