Scott Stephens is a financial advisor at BakerAvenue with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BakerAvenue since 2009. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, typically under discretionary mandates. The firm employs a multi-strategy investment process that includes fundamental, quantitative, and technical analysis combined with tactical asset allocation.

Donald Hubbard is a CFP® professional with 26 years of industry experience, currently serving at Advisor Resource Council since 2016. He has also been affiliated with LPL Financial since 2008. Outside of his advisory roles, he serves as a deacon at NorthSide Baptist Church in Weatherford, TX. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting through a network of investment adviser representatives. The firm employs actively managed strategies combining artificial intelligence tools with fundamental analysis across various asset classes and offers both discretionary and nondiscretionary portfolio management.

James Warburton is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Quotient Wealth Partners, LLC since 2023. He previously worked for Goldman Sachs Personal Financial Management from 2013 to 2023. Quotient Wealth Partners is a multi-advisor firm managing approximately $3.54 billion for around 1,900 clients, including high-net-worth individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm employs tailored, diversified portfolios using a variety of investment vehicles and incorporates tax-aware strategies alongside operational tools to monitor and manage client accounts.

Derek Draper is a financial advisor at Simplicity Wealth with six years of industry experience. He holds a Series 66 designation and previously worked at Jal Dennis Group and LPL Financial. Outside of his advisory role, Draper serves on the board for the Lake Lavon Camp & Retreat Center and is involved in several local athletic organizations, including Global Athletic Impact and the Wylie Sports Hall of Honor, while also producing local high school football internet broadcasts. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional and corporate clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering comprehensive advisory services alongside technology and operational solutions for other advisors.

Brad Sanders is a CFA® charterholder with 23 years of industry experience. He is currently with Tectonic Advisors LLC and has previously worked at Cain, Watters & Associates, LLC and III To I Financial Management Research, L.P. Outside of his advisory work, Mr. Sanders is a semi-professional musician, performing approximately 10 hours per month during evenings or weekends. Tectonic Advisors provides discretionary portfolio management to a diverse client base, including individuals, institutions, trusts, and pension plans. The firm employs a proprietary investment process focused on diversified, ETF-heavy allocations with dynamic rebalancing and integrates third-party managers and models within its solutions.

William Houser is a financial advisor at EverSource Wealth Advisors, LLC in Dallas, TX, holding a Series 65 designation with eight years of industry experience. He has a background in law, having practiced with Houser Law Firm, P.C. since 2017 and previously with Houser & Flournoy, P.C. and Jordan, Houser & Flournoy, LLP from 2005 to 2017. EverSource Wealth Advisors serves individual clients, families, trusts, charitable foundations, retirement plans, and institutional relationships, providing wealth management, portfolio management, financial planning, and consulting services. The firm offers multiple investment programs and supports other advisory firms through turnkey services, sub-advisory arrangements, and private market access options.

Christopher Scott II is a financial advisor with Merit Financial Advisors in Lewisville, TX, holding a Series 65 designation and three years of industry experience. His prior roles include positions at CX Institutional, LLC, Homrich Berg, and Florida Financial Advisors. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving around 20,000 clients across 66 offices and managing $23.9 billion in client assets. The firm offers wealth-management services such as asset management, financial planning, and retirement plan advice, employing a long-term, diversified investment approach managed by an internal team and investment committee.

Marques Glaze is a financial advisor at CX Institutional, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Fisher Investments and PNC Capital Advisors LLC. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, offering discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, technical, and cyclical analysis across a diverse range of asset classes and uses both model portfolios and custom strategies.

Gretchen Harder is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX, holding a Series 65 designation with less than one year of industry experience. Prior to joining Quotient, she held roles at the University of Colorado Boulder and the Colorado Longitudinal Study. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and both discretionary and non-discretionary investment management. The firm uses broadly diversified portfolios with low-cost ETFs, individual securities, mutual funds, options, and select alternative investments, applying tax-aware strategies and utilizing model portfolios, ongoing monitoring, and multiple platforms for account management.

Shikha Midha is a financial advisor at Concurrent Investment Advisors, LLC with nine years of industry experience. She holds a Series 66 designation and has previously worked at firms including Fidelity Brokerage Services, Morgan Stanley, and Wells Fargo Bank. Concurrent Investment Advisors, LLC is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, with over $15 billion in assets under management and approximately 240 advisors.

Abigail Valentine is a CFP® professional with 10 years of industry experience. She is currently with Advisor Resource Council and previously worked at The Vanguard Group, Inc. and LPL Financial. 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 uses actively managed strategies combining artificial intelligence tools with fundamental analysis across various asset classes and offers both discretionary and nondiscretionary portfolio management.

John Bauer is a financial advisor at Cain, Watters & Associates, LLC with three years of industry experience. He holds a Series 65 credential and previously worked at PricewaterhouseCoopers and the University of Arkansas - Fayetteville. 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 sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and manages multiple investment programs, combining internal due diligence with third-party managers.

David Durham is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and two years of industry experience. He has worked at Stander Financial and several technology firms, with his current roles including managing client investment accounts and annuity policies. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of almost 300 advisers. The firm provides portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Lal Echterhoff is a CFA® charterholder with 34 years of industry experience. He is affiliated with Level Four Advisory Services in Dallas, TX, where he has worked since 2013. Prior to and concurrently, he has been involved with Level Four Capital Management and Harbor Financial Services. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and state and municipal entities. The firm provides financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, multiple custodians, and a mix of firm-sponsored and third-party platforms.

Maggie Robertson is a financial advisor at Advisor Resource Council with a Series 66 designation and one year of industry experience. Her prior work includes roles in education and a position at Texas Leaguer Brewing Company. 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 integrate artificial intelligence with traditional fundamental analysis and provides both discretionary and nondiscretionary portfolio management options.

Wesley Shindler is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Prospera since 2000. Outside of his advisory role, Shindler is an owner of two trucking companies involved in leasing cabs and tractors. Prospera Financial Services is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion across 207 advisors. The firm offers a range of investment advisory and financial planning services through multiple platforms and combines firm models, third-party sub-advisers, and customizable allocations to construct and manage portfolios.

Stephen Shelvey III is a CFP® professional with 33 years of industry experience, currently practicing at Trajan Wealth, L.L.C. since 2022. His prior roles include positions at Fisher Investments, Mercer Global Advisors, and Prudential Insurance Company of America. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm employs a long-term, disciplined investment approach emphasizing stocks, ETFs, and tailored portfolios that consider clients’ risk tolerances and tax situations.

Lesley Pinckard is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked at Mutual of Omaha Investor Services since 2017 and previously at Wealth Watch Advisors LLC. Pinckard is actively involved in the National Association of Insurance and Financial Advisors (NAIFA) Fort Worth chapter, serving in leadership roles including President in 2023. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm uses a platform relationship with Envestnet and Pershing as custodian, delivering managed solutions through approved model portfolios and third-party managers.

Jonathan Hancock is a financial advisor with Ally Invest Advisors, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Ally Invest Advisors in 2025, he worked at Ally Invest Securities LLC and held various roles in the automotive and securities industries. Outside of his advisory duties, Hancock supports Ally Bank customers as a Contact Center Representative, assisting with account maintenance and education on deposit products. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients using web-based and virtual solutions. The firm offers ETF-based Robo Portfolios and Financial Advisor-delivered Personal Advice services, implementing model portfolios based on Modern Portfolio Theory across multiple risk tiers.

Philip Sadtler is a CFP® and CFA® with 13 years of experience in the financial services industry. He currently works at Level Four Advisory Services and has prior experience at Cantella & Co., Inc. He also serves on the Finance and Investment Committee of the Heritage Humane Society and occasionally guest lectures on investing and financial services at the College of William & Mary. Level Four Advisory Services is an enterprise investment adviser managing over $5 billion across a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm provides fee-only financial planning and asset management, utilizing model portfolios and a combination of direct management and sub-adviser relationships.