Thomas Knippa is a CFP® with 27 years of industry experience, currently serving as an advisor at CX Institutional, LLC. His prior roles include positions at Personal Wealth Partners, LLC, CXI Advisors, LLC, Vestpro Financial Partners, Inc., LPL Financial, LLC, and CPF Texas. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a multi-strategy investment process combining fundamental, quantitative, technical, and cyclical analysis across various asset classes, offering both model portfolios and custom strategies.

John Peterson is a CFP®-certified financial advisor with 19 years of industry experience. He has been with Advisor Resource Council since 2012 and is also affiliated with LPL Financial. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and consulting services. The firm employs actively managed strategies that combine artificial intelligence tools with fundamental analysis across a variety of portfolio types.

Garrett Herrmann is a financial advisor at Cain, Watters & Associates, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at PricewaterhouseCoopers. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services mainly to individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers a range of solutions including discretionary and non-discretionary management across multiple platforms and specializes in areas such as ERISA plan advisory and practice transition support for dentists.

Donald Goerner is a CFP® with 22 years of industry experience, currently serving at Coppell Advisory Solutions LLC. He has held roles at Fusion Capital Management since 2017 and Spectrum Advisors, Inc. from 2010 to 2017, with additional experience at Purshe Kaplan Sterling Investments since 2008. Outside of his advisory work, he advocates prepaid legal services as a sole proprietor. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning for individuals, pension plans, trusts, and corporate clients. The firm uses a tailored investment approach combining internally developed and independent asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

Samantha Oaks is a financial advisor at Cain, Watters & Associates, LLC with a Series 65 credential. She joined the firm in 2024 and has prior experience working in tax and education roles, including positions at Andersen Tax and the University of San Francisco. 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 CPA accounting and tax services and donor-advised fund services through Schwab Charitable.

Edward Daude is a financial advisor at Cain, Watters & Associates, LLC with 20 years of industry experience. He holds a Series 65 designation and has been with Cain, Watters & Associates since 2004. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services 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 administers donor-advised funds through Schwab Charitable.

David Lynn is a financial advisor with Prospera Financial Services, Inc. in La Jolla, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2010 to 2019 before joining Prospera in 2019. Prospera Financial Services, Inc. is an enterprise-scale firm serving a diverse client base including high-net-worth individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services via multiple platforms and customizable portfolio strategies.

Jessica Sicking is a CFP® professional with 18 years of industry experience, currently serving at Triad Wealth Partners, LLC. Her prior experience includes roles at Charles Schwab and Co., TD Ameritrade, and Fidelity Brokerage Services. Outside of her advisory work, she is involved as an insurance agent selling fixed insurance, annuities, and fixed indexed annuities through International Wealth Management dba Sullivan Financial Partners. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment process focused on strategic asset allocation and offers sub-advisory management, tax-efficient model portfolios, and operational support for RIAs.

Breanne Polonia is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. Her work history includes roles at Wells Fargo Advisors, Surevest Wealth Management, and DFPG Investments. Outside of advisory services, she is involved in managing several real estate entities and provides consultative services related to property management. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and retirement plan solutions, supporting advisors with multiple platform options and access to in-house and third-party managed portfolios.

Cynthia Manning Brown is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Level Four Advisory Services since 2012 and previously worked at LPL Financial. In addition to her advisory role, she is president of Manning & Associates, a firm specializing in accounting and tax preparation. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors. The firm serves a diverse client base, offering fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, with investment strategies tailored to individual client needs.

Nathan Nelson is a CFP® with six years of industry experience. He is currently with Cain, Watters & Associates, LLC and previously worked at Fisher Investments and Goldman Sachs. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services mainly to individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers a range of solutions including ERISA plan advisory, pooled trust offerings, and donor-advised fund management, utilizing both discretionary and non-discretionary investment platforms.

Steven Devlin is a financial advisor with Level Four Advisory Services and holds the Series 63 and Series 65 designations. He has 28 years of industry experience, including prior roles at Good Life Advisors, LLC and LPL Financial, LLC. He is also involved with Devlin Financial Consulting, LLC, a business related to his advisory services. Level Four Advisory Services is an SEC-registered adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and unaffiliated sub-advisors within a corporate structure affiliated with a broker-dealer and a national trust/banking entity.

Bryan Huhn is a CFP® certificant with 19 years of industry experience, currently serving as a financial advisor at Sowell Management since 2025. His prior roles include positions at Reflective Wealth Planning, LLC—of which he is also the owner and financial advisor—Boston University, Fisher Investments, and Hennion & Walsh. Bryan operates out of Dallas, TX. Sowell Management is a multi-branch independent-contractor registered investment adviser supporting over 100 advisors. The firm provides investment management and financial planning services to individuals, retirement plans, corporations, and institutions, utilizing diverse investment styles and third-party sub-advisors through multiple platforms.

Erin Lee is a CFA® charterholder with 12 years of industry experience. She is currently with BOK Financial Securities, Inc. and has held prior roles at Frost Bank and Bank of Texas. Outside of her advisory work, Lee serves on the Board of Governors for the Colonial Country Club and as Secretary of the Colonial Women’s Golf Association, and she is a council member of the Cook Children’s Health Foundation Planned Giving Advisory Council. BOK Financial Advisors (BOKFA) serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions, providing fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, along with financial planning and consulting services.

Wilbur Hemby Jr. is a CFP® with 30 years of industry experience, currently serving at Level Four Advisory Services. His prior experience includes roles at Level Four Financial, LLC and LPL Financial, LLC. He is also a member of the Rotary Club of Kinston and serves on the Management Advisory Committee for the College of Business at East Carolina University. Additionally, he is an author and provides financial services practice management consulting and lectures. 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, emphasizing tailored solutions supported by internal and affiliated sub-advisers.

Richard Williamson is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Tucker Asset Management since 2021 and previously at Lasalle St. Securities, L.L.C., while also operating Williamson Financial since 2012. Outside of advisory services, he is involved in the sale of life insurance and fixed annuities. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments, including private and non-liquid strategies, into its portfolios.

Daniel Collins is a financial advisor at Hilltop Securities Inc. with 37 years of industry experience. He holds a Series 63 designation and has previously worked at PNC Investments, BBVA Securities Inc., BBVA Wealth Solutions Inc., and COMPASS Bank. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of portfolio management programs and fiduciary services through an open-architecture platform.

Dennis Jackson is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and bringing 28 years of industry experience. His prior experience includes 18 years at Edward D. Jones & Co., L.P. and four years with Level Four Advisory Services. He also serves on the Advisor Resource Council and provides investment advisory services through an independent firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment solutions tailored to client needs.

Shun Yang Wang is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, holding a Series 65 designation with two years of industry experience. He has been with Cain, Watters & Associates since 2016. 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 range of solutions including discretionary and non-discretionary investment management, ERISA plan advisory, and specialized services for dental practice transitions.

Joseph Roop is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Belmont Capital Advisors since 2009 and has held positions at Kalos Capital, Inc. and Dempsey Lord Smith, LLC. Outside of his advisory work, he serves as a deacon at First Presbyterian Church in Belmont, NC. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm employs a tailored investment approach using internally developed asset allocation models combined with fundamental and technical analysis, offering an open-architecture platform that includes a range of investment products.