Ronald Staton is a financial advisor with Coppell Advisory Solutions LLC and holds a Series 65 designation. He has 11 years of industry experience and has previously worked at Virtue Capital Management, LLC. He is also president of Staton Financial Group, where he sells life insurance, long-term care insurance, and fixed annuities. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses an open-architecture platform and combines tailor-made asset allocation models with fundamental and technical analysis to implement strategies consistent with client objectives.

Casey Waits is a financial advisor at Prospera Financial Services, Inc. in Frisco, TX, holding a Series 63 designation with 30 years of industry experience. He has been with Prospera since 2000. Outside of his advisory role, Mr. Waits serves as Treasurer for a local nonprofit affiliated with the Frisco Mayor’s office. Prospera Financial Services is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across about 207 advisors and offers investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

Hannah Murray is a financial advisor with Thrivent Advisor Network, LLC in Plano, TX, holding Series 63 and Series 65 licenses and having six years of industry experience. Her career includes roles at Thrivent Financial, Thrivent Investment Management Inc, National Financial Services LLC, Fidelity Investments, and MML Investors Service, LLC. Prior to her advisory career, she worked at Andrew Associates and Kohl’s. Thrivent Advisor Network serves a wide range of clients, including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing approximately $6.8 billion in assets. The firm offers customized investment strategies that often emphasize low-cost mutual funds and ETFs, supported by discretionary and non-discretionary portfolio management, financial planning, and access to independent managers and fee-based investment products.

Ralph De Belle is a financial advisor at SageSpring Wealth Partners with a Series 65 credential and one year of industry experience. He previously worked at Charles Schwab & Co., Inc. and Hilltop Securities Inc. Outside of finance, he has experience working in the food service industry at Ifratelli Pizza. SageSpring Wealth Partners serves a diverse client base including individual households and institutional clients such as retirement plans and sovereign wealth funds. The firm offers tailored investment management, financial planning, and consulting services, utilizing a mix of individual securities, funds, alternative investments, and third-party manager relationships.

Ari Baum is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Prospera since 2014. Outside of his advisory role, Baum serves on the finance committee of Magen David Yeshiva, is a board member and treasurer for the Council of Jewish Organizations of Flatbush, and coaches track and field at Yeshiva of Flatbush High School. He also consults for Alphasights Consulting on financial planning and industry trends. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion across a diverse client base including individuals, corporate and charitable entities, and retirement plans. The firm offers investment advisory and financial planning services through multiple delivery platforms, combining firm models, third-party sub-advisers, and customizable allocations.

Jonas Roos is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC in Dallas, TX. He worked for 14 years at Guidestone Advisors and Guidestone Financial Resources before joining Capital Investment Advisors. Outside of his advisory role, he holds a 50% ownership in an education consulting business, Tricia Roos Consulting LLC, where he does not participate in daily operations. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management and integrated financial planning. The firm utilizes a centralized investment platform with standardized asset-allocation models, actively managed sleeves, and ETF-based portfolios, supported by specialized in-house estate and tax planning resources.

Gavin Pucciarello is a financial advisor at Apollon Wealth Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax and 1st Global Advisors before joining Apollon in 2025. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting, employing a combination of centrally managed models and locally managed portfolios.

Mark Oswald is a financial advisor with Balefire, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at B/D Compliance Associates, Bridge Capital Associates, AEGIS Financial, and H. Beck, Inc. Outside of advisory work, he serves as a board member of Ozzie's Pitch-22 Foundation, a charitable organization that provides scholarships. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities with discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm uses a team-based investment process featuring core-plus-tactical model portfolios and licensed third-party research to tailor client relationships by risk profile and goals.

John Dix Jr. is a financial advisor at Arax Advisory Partners in Dallas, TX, with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at U.S. Capital Wealth Advisors and USCA Securities LLC. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds, utilizing a combination of internal portfolio management, third-party models, and tailored asset allocation.

Milan Madhani is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Vanderbilt Advisory Services and related entities since 2020 and previously spent several years with HD Vest Insurance Agency and affiliated firms. Outside of his advisory role, he owns and operates Vimlan Tax Services, LLC, providing tax, accounting, and payroll services. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, combining fundamental, technical, and charting analysis with access to proprietary and third-party investment solutions, alongside integrated retirement-plan consulting and administration services.

Mark Gehlbach is a financial advisor at True North Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with True North Advisors since 2000. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions by providing comprehensive financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach with a focus on value-oriented strategies and organizes portfolios across four Functional Asset Classes: Equities, Fixed Income, Diversifiers, and Private Investments.

Philip Kistler is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Turtle Creek Trust in Dallas, TX. He has been with Turtle Creek Management since 2006. Turtle Creek Trust provides investment management and advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes fundamental analysis and a multi-capitalization equity strategy, managing approximately $3.66 billion in assets across about 105 client relationships.

Matthew Sanchez is a financial advisor at Simplicity Wealth with a Series 65 registration and less than one year of industry experience. Prior to his current role, he has held positions with AdvisorEdgeOS LLC and Ascend Financial Group, LLC. Outside of finance, he has been involved with Switchback Coffee Roasters. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, 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, along with technology and operational support for other advisers through a managed account platform.

Jordan Schwartz is a financial advisor with Strategic Wealth Investment Group, LLC in Louisville, KY, holding a Series 65 designation and 10 years of industry experience. He is the owner of Jean and Jordan, LLC, a virtual success coaching company, and maintains a blog targeted at millennials. His prior experience includes roles at Bass Realty and operating independent leasing and consulting businesses. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop tailored investment plans, which are typically managed on a discretionary basis and may include allocations to private placements and externally managed vehicles.

Duane Roberts is a CFA® charterholder with 23 years of industry experience. He has been with Dana Investment Advisors, Inc. since 2008. Dana Investment Advisors, Inc. is an independent investment management firm serving individual and institutional clients, including pension plans, high-net-worth individuals, banks, insurance companies, and public-sector entities. The firm offers discretionary and non-discretionary equity and fixed-income portfolio management with an emphasis on relative-value equity selection and fixed-income strategies focused on income and credit quality, incorporating ESG screening and client-directed social or faith-based exclusions.

Angela Tacco is a financial advisor with Level Four Advisory Services in Fort Worth, TX, holding a Series 66 designation and 15 years of industry experience. She previously worked at Edward Jones from 2010 to 2019 before joining Level Four Financial, LLC, and Level Four Advisory Services. Outside of her advisory role, she volunteers as a retirement planning educational seminar facilitator with AARP and serves as an instructor at Tarrant County Community College and Texas Christian University. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and 13,865 client relationships. The firm serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing fee-only financial planning, asset management, and retirement plan advisory services.

Kris Maksimovich is a financial advisor at Merit Financial Advisors with 25 years of industry experience. He previously worked at Global Wealth Advisors and Commonwealth Financial Network from 2008 to 2025 before joining Merit Financial Group. Outside of his advisory work, Maksimovich owns KTM Vans, LLC, which holds a sprinter van used for sports-related travel and remote work. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach utilizing model portfolios and modular sleeves that advisors can tailor through various investment vehicles, with oversight from a central Investment Management team and committee.

Brendren Austin is a financial advisor at Cain, Watters & Associates, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at PriceWaterHouseCoopers from 2014 to 2021. Cain, Watters & Associates, LLC 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 provides donor-advised fund services through Schwab Charitable.

Nelson Kamimura is a financial advisor at USAA Investment Services Company with 15 years of industry experience. He holds a Series 66 designation and has worked in various roles within USAA, including positions at USAA Life Insurance Company and USAA Financial Advisors Inc. 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 a Retirement Income Strategy Report and facilitates client referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Angela Raley is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior roles include positions at Hilltop Securities Inc., BBVA Securities Inc., and JPMorgan Securities LLC. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual investors, corporations, retirement plans, government agencies, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by an affiliated advisory firm.