Timothy Crain is a financial advisor at Archer Investment Corporation based in Longview, TX. He holds a Series 65 designation and has been involved with Bass Energy Services LLC since 2007. Outside of his advisory role, he provides CPA, tax, and accounting services through Succentrix Business Advisors. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies. The firm manages approximately $900 million using a process that includes comprehensive financial assessments and diversified portfolio construction across multiple asset classes.

Laura English is a CFP® professional with 12 years of experience in the financial services industry. She is currently affiliated with Advisor Resource Council and has previously worked at firms including LPL Financial, 360 Wealth Planners, Lion Street Advisors, Southern Wealth Management, and M HOLDINGS SECURITIES. In addition to her advisory role, she is a commissioned notary in Texas. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, retirement plan consulting, and access to third-party money managers and LPL advisory programs. The firm employs actively managed strategies that integrate artificial intelligence tools with fundamental analysis across diverse asset classes and offers both discretionary and nondiscretionary portfolio management.

Angela Alexander is a financial advisor with Advisor Resource Council in Dallas, TX. She holds a Series 66 designation and has experience working at RPOA Advisors Inc and as a self-employed professional with the Alliance for Investor Protection. Her current tenure includes roles at LPL Financial and Advisor Resource Council since 2025. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and retirement consulting through a network of investment adviser representatives. The firm employs actively managed strategies that integrate artificial intelligence tools with traditional fundamental analysis, providing portfolio management options including equities, fixed income, alternatives, and options-based techniques.

Harvey Fladeland is a financial advisor at Arkadios Wealth Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Frost Brokerage Services, IFS Financial Services, Touchstone Securities, and AXA Distributors. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various internally managed accounts and third-party managers, combining fundamental, technical, and cyclical investment analysis.

Carly Campbell is a financial advisor at Cain, Watters & Associates, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Huselton, Morgan & Maultsby and served in roles related to education and community organizations. Cain, Watters & Associates provides financial planning, retirement planning, and investment management primarily for dental healthcare professionals, offering a range of services including ERISA plan advisory, pooled trusts, and unified managed accounts. The firm utilizes both discretionary and non-discretionary investment strategies and maintains formal affiliations with banking and accounting entities.

Edward Butowsky is a financial advisor with Ethos Financial Group, LLC, holding a Series 63 designation and 37 years of industry experience. He has held roles at multiple firms including Innovation Partners LLC, Chapwood Securities, and Waterford Capital, and has served as head of investment education at Champion Venture Partners. Ethos Financial Group provides investment management and consulting services to individuals, trusts, estates, municipalities, and charitable organizations. The firm employs a model portfolio approach focused on diversified, risk-conscious allocations using index-based exposures and third-party research, while also offering financial and estate planning services.

Frank Maldonado is a financial advisor with Level Four Advisory Services in Dallas, TX, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at LPL Financial, Lincoln Financial Advisors, and Edward Jones. Outside of advising, he coaches basketball in a nonprofit organization called Northeast Rockets. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and state and municipal entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, fiduciary services, and access to third-party managers through model portfolios and diverse platforms.

Aaron Terry is a Series 66-registered financial advisor with Hilltop Securities Inc. in Dallas, TX. He has been with the firm since 2016 and has five years of industry experience. Hilltop Securities serves individual, high-net-worth, and institutional clients, including corporate and retirement-plan sponsors, offering investment advisory and broker-dealer services. The firm provides managed accounts, financial planning, and retirement-plan consulting through an open-architecture platform that integrates third-party technology and firm-sponsored strategies.

Alfred Mckelvy is a financial advisor at Cain, Watters & Associates, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Five Star Global, Shared Sweeps, Multiview, and Fisher Investments. Cain, Watters & Associates 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 a variety of solutions including comprehensive financial planning, ERISA plan advisory, and pooled trust offerings, and utilizes both discretionary and non-discretionary approaches across multiple platforms.

Richard Brown is a financial advisor with Advisor Resource Council in Dallas, TX, holding the PFS™ designation and Series 63 license, with 36 years of industry experience. His prior roles include positions at LPL Financial, Brown, Richard Lamar D/B/A Rl Brown Financial, and Fortune Financial Services. Outside of advising, he is also an author and songwriter. 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 a combination of artificial intelligence and fundamental analysis in its portfolio strategies and coordinates estate-planning document preparation through independent legal professionals.

Richard Weihing is a CFP® with 35 years of experience in the financial services industry. He is currently with Global View Capital Management LLC and has previously worked with Ameriprise Financial Services, Inc. Additionally, he serves as an investment adviser representative for Efficient Plan, LLC. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a technical and quantitative investment approach supported by an in-house algorithmic research platform and offers both model-based strategies and customizable investment options.

Robert Cecil Jr. is a financial advisor at Prospera Financial Services, Inc. with 31 years of industry experience. He has been with Prospera since 2000 and has operated his own firm, Robert Cecil & Associates, Inc. dba Cecil & C, since 1982. Cecil is also the owner of CecilCo, an independent retirement plan consulting service providing benefits and retirement plan administration to various companies. 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 programs and platforms.

Matthew Peterson is a financial advisor at Cain, Watters & Associates, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Cain, Watters & Associates since 2020, following four years at KPMG. 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 combines CPA/accounting services with investment management, offering multiple investment programs and managing a substantial non-discretionary asset base.

Austen Leninger is a financial advisor at Strategic Wealth Investment Group, LLC with five years of industry experience. He holds the Series 66 credential and has previously worked at Cetera and First Financial Equity Corporation. Leninger serves as an elected board member of the Fresh Start Women’s Foundation, a nonprofit organization. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing a combination of internally developed and third-party model portfolios. The firm employs a diverse investment analysis approach and sponsors private and exchange-traded funds that it may recommend to clients.

Timothy Akers is a CFP® professional with four years of industry experience currently with Mission Wealth Management, LP. He has previously worked with Raymond James Financial Services, LPL Financial, and Fidelity Investments. Akers serves as Treasurer and Board Member for the nonprofit A Small Miracle Foundation, assisting with budgeting for childcare support. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients through customized wealth management and financial planning. The firm employs long-term, tax-aware strategies with diverse investment options and offers risk management services including insurance placement.

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® professional at Quotient Wealth Partners, LLC with 10 years of experience in financial advising. He previously worked for Goldman Sachs Personal Financial Management from 2013 to 2023. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and both discretionary and non-discretionary wealth and investment management. The firm uses tailored investment programs based on client risk profiles and employs a mix of fundamental and cyclical analysis to create diversified, factor-tilted portfolios.

Derek Draper is a financial advisor at Simplicity Wealth with six years of industry experience. He holds a Series 66 designation and has previously worked at Jal Dennis Group and LPL Financial. Outside of his advisory role, Draper is involved in several community activities including serving on the board of the Lake Lavon Camp & Retreat Center, acting as managing director for Global Athletic Impact, participating on the Wylie Sports Hall of Honor board of governors, producing local high school football broadcasts, and occasionally filling in for pastors at services. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, alongside technology and operational solutions for 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 Series 65 credentialed advisor at Eversource Wealth Advisors, LLC with eight years of industry experience. He has a legal background, having worked at Houser Law Firm, P.C. since 2017 and previously at Houser & Flournoy, P.C. and Jordan, Houser & Flournoy, LLP for 12 years. Houser also maintained a role at Aligned Advisors, LLC for nine years prior to joining Eversource. Eversource Wealth Advisors serves a diverse clientele including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, consulting services, and provides turnkey asset management and sub-advisory services through a national network of advisors employing multiple investment platforms and values-based strategies.