Renee Matheson is a financial advisor at Hilltop Securities Inc. in Dallas, TX, with two years of industry experience. She holds Series 66 and Series 63 designations and previously worked at Charles Schwab & Co., Inc., as well as in roles outside finance including hospitality and full-time education. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity solutions. The firm provides an open-architecture platform combining third-party and firm-sponsored strategies, along with custody, banking, and market-making capabilities.

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 in Dallas, TX, holding a Series 65 license with seven years of industry experience. His career includes roles at Fisher Investments and PNC Capital Advisors LLC. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis, supplemented by third-party technology platforms to support reporting and tax-efficient asset management.

Gretchen Harder is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX. She holds the Series 65 designation and has recently begun her career in the financial industry. Her prior work experience includes roles in education and research at institutions such as the University of Colorado Boulder and Carroll Senior High School. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non‑high‑net‑worth and high‑net‑worth clients. The firm provides financial planning, consulting, and discretionary and non‑discretionary wealth and investment management, using tailored investment programs primarily implemented through ETFs, mutual funds, individual securities, and third‑party managers.

Shikha Midha is a financial advisor at Concurrent Investment Advisors, LLC with nine years of industry experience. She holds the Series 66 designation and has previous experience at firms including Morgan Stanley, Fidelity Brokerage Services, and Wells Fargo Bank. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages primarily long-term customized portfolios using ETFs, mutual funds, individual securities, bonds, and alternative investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Robert Borowczak is a financial advisor with Northern Trust Securities, Inc. in Dallas, TX, holding a Series 66 designation and possessing 21 years of industry experience. He has been with Northern Trust Securities since 2011. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a wrap fee program, serving high-net-worth individuals, retail investors, and institutional clients with model-driven strategies that integrate proprietary and third-party investment products.

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.

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.

Matthew Mcguire is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Parallel Advisors, LLC since 2019 and previously spent 13 years with Heritage Trust Company and Argent Institutional Services, LLC. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies using fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms to manage tax-efficient rebalancing and held-away accounts.

Wesley Shindler is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with Prospera since 2000. Outside of his advisory role, he owns and manages two trucking companies focused on leasing cabs and tractors. 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.

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.

Mike Greiner is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at World Financial Group and Virtue Capital Management, among others. Greiner also owns Texas Elite Benefits, where he markets and sells life insurance and annuities. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a model-driven investment approach based on technical and quantitative methods and offers multiple program options, including access to third-party managers and an ETF-only portfolio choice.

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.

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.

Dana Packett is a financial advisor at LEE Financial Company, LLC with one year of industry experience. He has been with Lee Financial since 2006, totaling 20 years at the firm. Lee Financial Company offers fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based approach and manages both discretionary and non-discretionary portfolios, including private pooled investment vehicles and affiliated private partnerships.

John Peterson is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at Advisor Resource Council since 2012 and also has experience from LPL Financial and Hornor, Townsend & Kent, LLC. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering a range of asset management and consulting services. The firm uses AI-driven model portfolios combined with traditional fundamental analysis and provides coordinated estate-planning services through independent attorneys.

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.

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.