Sheldon Benge is a CFP® professional with 18 years of industry experience, currently serving at Advisor Resource Council. He has worked previously with Goldman Sachs Wealth Services and Wells Fargo Clearing. Benge manages his advisory activities through Advisor Resource Council, where he is actively engaged. Advisor Resource Council is an SEC-registered firm serving individuals—including high net worth clients—retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with traditional fundamental analysis to offer model and separately managed account strategies alongside custom investment solutions.

Amanda Evans is a financial advisor at Cain, Watters & Associates, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Whitley Penn and Texas A&M University. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management primarily to dental healthcare professionals, individual investors, and trustees or plan sponsors of pension and profit-sharing plans. The firm also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Chase Moody is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX. He holds a Series 65 designation and began his advisory career in 2025 after graduating from Oklahoma State University. Prior to joining Quotient, he attended Cascia Hall Preparatory School. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management tailored to client risk profiles. The firm manages assets primarily through ETFs, mutual funds, individual securities, and third-party managers, applying fundamental and cyclical analysis to create diversified, factor-tilted portfolios.

April Harper is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 18 years of industry experience. She has been with Prospera Financial Services since 2008. Prospera Financial Services 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, as well as retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Thadius Beavers is a financial advisor at M Holdings Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including E*TRADE Securities LLC and TIAA-CREF. He was also involved with Level Four Advisory Services as a branch manager and supervisory principal. M Holdings Securities, Inc. serves a range of clients, including individuals, retirement plans, and charitable organizations, offering advisory and brokerage services through a nationwide network of independent firms and professionals. The firm provides discretionary and non-discretionary investment management, retirement plan consulting, and financial planning, supported by platform providers and sub-advisory relationships.

Kenneth Price is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 29 years of industry experience. He worked previously at MICG Investment Management, LLC from 2001 to 2009 before joining Prospera in 2009. Outside of his advisory role, he is co-owner of PricePerkins LLC, an insurance agency, and volunteers for Staples Mill Road Baptist Church. Prospera Financial Services 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 including their proprietary Summit programs and third-party platforms like Envestnet and SEI.

Donald Genord III is a financial advisor with Level Four Advisory Services, holding Series 65 and Series 63 licenses and 19 years of industry experience. His previous roles include positions at Raymond James Financial Services and National Planning Corporation. He is also an insurance agent with FIg Marketing. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and unaffiliated sub-advisors.

Hilary Pluemer is a CFP® professional with 38 years of industry experience, currently serving as an advisor at Prospera Financial Services, Inc. since 2015. Prior to joining Prospera, Hilary worked for six years at Avantax Advisory Services. Outside of advising, Hilary is the owner and sole proprietor of a business management consulting firm that provides consulting services to a retail clothing store. Prospera Financial Services is a multi-team advisory firm with 271 advisors overseeing 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 and programs.

Mary Sargent is a financial advisor at Level Four Advisory Services with 16 years of industry experience. She holds a Series 66 designation and has worked at Level Four Advisory Services since 2015, previously spending six years at LPL Financial. Outside of her advisory role, she serves as a fitness instructor at the Wilson Family YMCA and is a board member of the Wilson Downtown Development Corporation. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of internal and third-party management solutions.

Jason Dempsey is a CFP® with 24 years of industry experience. He is currently with USAA Investment Services Company and USAA Life Insurance Company, having previously worked at Charles Schwab Bank, Charles Schwab and Co., and various USAA affiliates. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members through phone and digital channels, facilitating referrals to third-party broker-dealers or advisers rather than managing client assets directly.

Nicholas Lopez is a financial advisor at Retirement Planners of America with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Fisher Investments and J.P. Morgan Securities. Retirement Planners of America provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and retirement plan participants, primarily through a wrap-fee investment program. The firm employs an “Invest and Protect” approach focused on capital preservation and tactical rebalancing using model portfolios composed largely of ETFs and mutual funds.

Karen Meinz is a financial advisor with Advisor Resource Council, holding a Series 66 designation and 20 years of industry experience. She has worked with Advisor Resource Council and its DBA 360 Wealth Management since 2013, and previously with LPL Financial and Edward Jones. Meinz also sells non-variable insurance products through Fidelity Financial. Advisor Resource Council serves individuals, retirement plans, charitable organizations, and business entities by providing asset management, financial and retirement plan consulting, and referrals to third-party money managers. The firm combines artificial intelligence tools with fundamental analysis in its investment strategies and offers a range of managed account solutions and custom options strategies.

Colin Bindner is a Certified Financial Planner® (CFP®) with 12 years of industry experience. He has worked at True North Advisors, LLC since 2019 and spent six years with United Capital Financial Advisers, LLC prior to that. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets. The firm serves very high net worth and ultra-high net worth individuals, corporate pension and profit-sharing plans, trusts, estates, foundations, and other business entities, offering comprehensive financial planning, portfolio management, and wealth advisory services with an investment approach focused on fundamental, bottom-up analysis and broad diversification across equities, fixed income, diversifiers, and private investments.

Brian Weatherly is a CFP® professional with 13 years of industry experience, currently advising clients at Quotient Wealth Partners, LLC. His work history includes roles at Goldman Sachs Personal Financial Management, Mercer Allied Company, and Cetera Advisor Networks. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and wealth management services tailored to client risk profiles. The firm employs a mix of fundamental and cyclical analysis to build diversified, factor-tilted portfolios and manages approximately $4.9 billion through a multi-advisor team.

Christopher Fess is a financial advisor at KCD Financial, Inc. in Frisco, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including over 22 years with KCD Financial and a prior year at SPC. Outside of advising, he owns and operates an insurance business focusing on long-term care, health, disability, and life insurance products. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individual and institutional clients with asset management, financial planning, and portfolio appraisal services. The firm employs a range of strategies tailored to clients’ goals and risk tolerances and utilizes third-party management platforms alongside in-house due diligence.

Ryan Hawkins is a financial advisor at USAA Investment Services Company with 16 years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank, Merrill, Bank of America, and other financial institutions. Outside of his advisory role, Hawkins is involved in technology through ownership of Evalu8, LLC, which focuses on app development and AI technology for self-evaluation. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers Retirement Income Strategy Reports and facilitates referrals to third-party broker-dealers or advisers rather than managing client assets directly.

Valentin Lukasik is a Series 65-licensed financial advisor with Advisor Resource Council in Dallas, TX, with one year of industry experience. His prior work history includes roles at Societe Generale, Financiere Tiepolo, and Barnes International, as well as periods as a full-time student. Advisor Resource Council serves individuals, retirement plans, charitable organizations, and business entities by providing asset management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm integrates artificial intelligence with fundamental analysis to offer model and separately managed account strategies and custom solutions tailored to client needs.

Tara Howey is a financial advisor at Advisor Resource Council with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones, LPL Financial, and Advisor Resource Council. Outside of advisory roles, she is co-owner of Harvest Concepts LLC dba Paragon Insurance Agency, which operates an insurance business. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies, alongside custom solutions including option-based strategies, and maintains a multifaceted approach to wealth management through various affiliated services.

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.