Megan Price is a financial advisor at Arax Advisory Partners with 16 years of industry experience. She holds a Series 66 designation and has worked previously at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management with third-party models and tailored asset allocation, offering services that include financial planning, portfolio management, and retirement plan consulting.

Ashley Clark is a financial advisor at Root Financial Partners with a Series 65 designation and two years of industry experience. Prior to joining Root Financial Partners in 2026, Ashley worked at Cain, Watters & Associates, LLC for six years and has additional experience in accounting and healthcare-related roles. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and risk tolerance, and offers educational programming and self-directed financial academies separate from advisory services.

James Taylor is a financial advisor at Inspire Advisors, LLC in Frisco, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Retirement Planners of America and AMC Wealth Management. Taylor is also an independent licensed life insurance agent. Inspire Advisors is a multi-advisor registered investment adviser managing over $1 billion for individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary scoring and screening tools and employs a mix of quantitative and fundamental strategies, often implementing portfolios through model allocations and proprietary ETFs.

Kevin Welch is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include over two decades at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he serves as a treasurer for Sunshine Scout, an S corporation formed for his daughters' business. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion for a diverse client base that includes individual investors, retirement plans, corporations, and nonprofit organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios developed internally or through sub-advisers.

Erin Thomas is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation with three years of industry experience. Her prior work includes positions at Tiago Title, US Realty Co, CMC Strategies, and Spring Creek Academy. Outside of financial advising, she performs part-time grocery delivery for Shipt and Instacart. Prospera Financial Services is a multi-team firm serving individuals, corporations, charities, and retirement plans, managing approximately $12.4 billion across about 207 advisors. The firm offers diverse investment advisory and financial planning services using various platforms and combines firm models, third-party sub-advisers, and customizable allocations to construct client portfolios.

Frederick Haiman is a financial advisor at SageSpring Wealth Partners with 10 years of industry experience. He holds a Series 65 designation and previously worked at Pollock Advisory Group, Inc. from 2015 to 2017. In addition to his advisory role, he owns Haiman Law, PC, a law firm specializing in estate planning, elder law, business, and real estate. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and serving a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management and financial planning with a goals-based approach, utilizing a range of strategies and third-party manager oversight.

Markham Hawkins is a financial advisor at Quotient Wealth Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mercer Allied Company, CETERA Advisor Networks, Goldman Sachs Personal Financial Management, and Girard Securities. Quotient Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion for about 1,900 clients through a team of 26 advisors, offering tailored, diversified portfolios that include ETFs, equities, fixed income, mutual funds, options, and alternative investments.

Richard Goodwin is a financial advisor at Realta Investment Advisors, Inc. with 33 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation as well as Series 63 and Series 65 licenses. Prior to joining Realta in 2023, he spent 14 years at Titan Securities. Outside of advising, Goodwin is a partial owner of a restaurant business and operates a tax-focused financial services firm. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, pension and profit-sharing plans, and various institutional clients. The firm emphasizes individualized advice based on client goals, risk tolerance, and time horizon, utilizing diversified asset allocation and managing portfolios through in-house or third-party managers.

Mccall Dyke is a CFP® professional with 22 years of industry experience, currently affiliated with Prospera Financial Services, Inc. based in Dallas, TX. She has worked at Summit Financial Group Inc and Summit Brokerage Services, Inc., and has maintained a long-term role at McGuire-Dyke Investment Group since 2003. Outside of advising, she owns and operates Hello Sunshine Children's Boutique, dedicating a significant portion of her time to this non-investment business. Prospera Financial Services, Inc. serves a diverse clientele including individuals, corporations, charities, and retirement plans, managing approximately $12.4 billion across roughly 207 advisors. The firm offers a range of advisory and financial planning services utilizing multiple platforms and models, with portfolios managed on both discretionary and non-discretionary bases.

Gayle Terry is a financial advisor at Arax Advisory Partners in Dallas, TX, with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including RBC Capital Markets Corporation and U.S. Capital Wealth Advisors, LLC. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through a range of services including financial planning and portfolio management, utilizing both internal and third-party investment strategies.

James Webb is a CFP® with four years of industry experience, currently serving as an advisor at Advisor Resource Council. Prior to his current role, he worked at LPL Financial LLC and Generations Financial Management. Outside of his financial advisory work, he is involved in a video production business, The Element Wild LLC, which operates a YouTube channel focused on filming and content creation. Advisor Resource Council provides asset management, financial planning, and consulting services to individuals, families, retirement plans, charitable organizations, and business enterprises. The firm utilizes AI-driven model portfolios combined with traditional analysis and offers various account tiers and customized strategies for high-net-worth clients.

Eric Lamm is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, with five years of industry experience. He holds a Series 65 credential and has worked at Cain, Watters & Associates since 2018 following six years at Texas Tech University. Outside of his advisory role, he is a co-owner of Lamm Legacy Company, LLC, which focuses on residential real estate investing. 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, tax, and donor-advised fund services, combining multiple investment programs with CPA capabilities and a focus on healthcare-related clients.

Nickolas Parker is a CFP® with seven years of experience in financial advisory services, currently serving at SageSpring Wealth Partners. His prior roles include work at Raymond James Financial Services and involvement with the Omar Tennis Academy. He also provides advisory support as an independent contractor with another financial team in Frisco, TX. SageSpring Wealth Partners manages approximately $8.5 billion across 11,500 clients, serving a diverse clientele that includes individual households, institutional clients, and plan sponsors. The firm offers customized investment management and consulting services, utilizing a variety of asset types and strategies tailored to client objectives and risk tolerance.

Joshua Perry is a financial advisor with Brighton Jones LLC in Dallas, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Brighton Jones, he worked at Charles Schwab & Co., Inc. and has a background that includes multiple roles in education. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, business entities, and trusts. The firm provides comprehensive wealth services including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities, using a holistic, balance-sheet approach to client advice.

Hunter Satterfield is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 credential and 17 years of industry experience. He has been with Cain, Watters & Associates, P.L.L.C. since 2007. Outside of his advisory role, Mr. Satterfield has minority ownership interests in Tectonic Financial, Inc. and several related entities that provide services and referrals specific to clients’ business industries. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management primarily to dental healthcare professionals, individual investors, and pension or profit-sharing plan sponsors. The firm combines accounting and tax services with multiple investment programs and a formal affiliation with a banking institution, focusing on a largely non-discretionary asset base.

Christopher Pate is a financial advisor with True North Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at True North Advisors since 2019 and serves as Managing Director of Western Commerce Group, LLC, a holding company of a broker/dealer, where he is involved in private equity. Prior to this, he was with Western Strategic Advisors, LLC and Western Research & Management, LLC from 2011 to 2018. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions with financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach with a focus on value-oriented strategies, combining manager due diligence and quantitative tools to set client allocations and model outcomes.

Donald Johnson is a financial advisor at BOK Financial Securities, Inc. with four years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining BOK Financial, he worked at Fidelity Investments for four years. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, as well as financial planning and consulting. The firm combines quantitative and qualitative investment research with tailored allocations to meet client objectives.

John Rutledge Sr. is a financial advisor at Hilltop Securities Inc. in Dallas, TX, with 30 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Hilltop Securities since 2016. Rutledge is involved in community activities, serving as a board member of the Highland Park High School Alumni Association and participating in the Salesmanship Club of Dallas, including volunteer roles at the Byron Nelson Championship. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm uses an open-architecture platform and offers a range of managed account programs, including municipal bond strategies co-advised by Franklin Templeton Group and sub-advised by Western Asset Management.

Christopher Pascuzzi is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation with 19 years of industry experience. He has been with Prospera since 2008. Additionally, he owns PSE Wealth Management and serves as an agent for Prospera Life & Annuity, Inc., both of which provide financial planning, investment-related services, and insurance products. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across 207 advisors and offers a range of investment advisory and financial planning services through multiple delivery platforms and customizable portfolio strategies.

James Jones is a financial advisor at Hilltop Securities Inc. in Dallas, TX, with 50 years of industry experience. He has been with Hilltop Securities since 2000 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he manages Elan Associates, LLC, which holds intellectual property related to trading software. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform.