Aidan Wright is a financial advisor at SageSpring Wealth Partners with a Series 65 designation. He has recently started his career in the industry, joining SageSpring in 2026. Prior to this, he held positions at various firms including Fisher SMB and Bright Mosaic. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional investors, providing discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach includes tailored portfolios that utilize a variety of asset classes and manager relationships, supported by fundamental and technical analysis and ongoing oversight.

Deborah Cornes is a CFP® and securities license holder with four years of industry experience. She is currently an advisor at Facet and previously worked at Baker Avenue Asset Management, EPIQ Capital Group, and Fidelity Investments. Facet provides tiered, subscription-based financial planning and investment services to individual members across a wide range of wealth levels. The firm delivers holistic financial planning using a Total Financial Life Resources framework and employs discretionary asset-allocation programs primarily based on ETFs, with an emphasis on fixed subscription fees rather than percentage-of-assets charges.

Susan Iverson is a CFP® professional with 26 years of experience in the financial advisory industry. She is currently with Advisor Share Wealth Management, LLC and has prior experience at Financial Gravity Wealth, Inc. and SYNERGY Business Resources, where she has been involved for over 10 years. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform for independent advisers, typically implementing client strategies through third-party sub-advisers and model portfolios.

Lucas Baker is a financial advisor with Quotient Wealth Partners, LLC in Dallas, TX, holding a Series 65 designation and four years of industry experience. He previously worked at Goldman Sachs Personal Financial Management for two years and has experience in academic roles at Southeastern University and Parkland College. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans with financial planning, consulting, and both discretionary and non-discretionary investment management. The firm employs diversified portfolios including low-cost ETFs, individual securities, mutual funds, options, and alternative investments, utilizing model portfolios and tax-aware overlays to manage client accounts.

Kellee Harrigan is a financial advisor at Cain, Watters & Associates, LLC with 10 years of industry experience. She holds a Series 65 credential and has worked at Cain, Watters & Associates in two separate periods totaling over 11 years, with an interim position at Privus Financial, LLC. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension and profit-sharing plan sponsors. The firm also offers CPA, accounting, tax services, and donor-advised fund services, combining multiple investment programs and a significant non-discretionary asset base.

Scott Lyle is a financial advisor at Cain, Watters & Associates, LLC with seven years of industry experience. He has held his current position since 2017 and previously worked at Price Waterhouse Cooper from 2015 to 2017. Lyle holds a Series 65 designation. 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 combines accounting and tax services with multiple investment programs, managing a larger amount of client assets on a non-discretionary basis.

Kevin Carswell is a financial advisor with Advisor Resource Council in Tyler, TX, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2015 and has been affiliated with LPL Financial since 2008. Outside of advisory services, he is involved in providing disability and indexed universal life insurance. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, retirement plan consulting, and referrals to third-party money managers and LPL advisory programs. The firm uses actively managed strategies that combine artificial intelligence tools with fundamental analysis across a variety of portfolio types, including equities, fixed income, alternatives, and options-based techniques.

Ethan Shaff is a financial advisor at Level Four Advisory Services with three years of industry experience. He holds a Series 65 credential and has previously worked at Texas Capital Bank Private Wealth Advisors and The Cabana Group. Shaff maintains a life insurance license, though he is not currently active in selling insurance. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and access to third-party money managers through model portfolios and various wrap platforms.

Charles Dyer Jr. is a CFP® professional with 24 years of industry experience, currently affiliated with Retirement Planners of America. He has worked at MMWKM Advisors, LLC for 15 years. In addition to his advisory role, he is also an independent insurance agent for various independent insurance companies. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee investment program. The firm employs an "Invest and Protect" approach focusing on capital preservation and tactical rebalancing using model portfolios composed mainly of ETFs and mutual funds.

Stephen Crossman is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Hilltop Securities since 2016. 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 investment solutions through an open-architecture platform that includes adviser-managed and model-based programs, along with specialized municipal bond strategies and custody capabilities uncommon among enterprise advisers.

Karen Ferrell is a financial advisor with Verity Asset Management in Carrollton, TX, holding a Series 65 credential and two years of industry experience. Prior to joining Verity, she worked in family services and foster care, including roles as a foster home assessor and contractor providing individual and family services. She also serves as operations director and volunteer board member for the ReUp Foundation, a charitable organization focused on mentorship programs. Verity Asset Management is an SEC-registered adviser offering discretionary portfolio management, retirement-plan advisory, and financial planning to individual, corporate, and institutional clients. The firm employs a model-driven investment process that emphasizes tactical asset allocation across multiple asset classes and provides both internally managed and third-party manager models.

Ronald Stolman Jr. is a financial advisor with Advisor Resource Council, holding a Series 65 designation and six years of industry experience. He is also the owner of Stolman & Associates, LLC, a bookkeeping and tax business he has operated since 2006. Based in Dallas, TX, he has been with Advisor Resource Council since 2020. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, and retirement plan consulting. The firm utilizes a combination of AI-driven model portfolios and traditional fundamental analysis, offering tiered investment strategies tailored to different account sizes and high-wealth bespoke options.

Douglas Mclemore is a financial advisor with Advisor Resource Council, holding Series 63 and Series 66 licenses and over 23 years of industry experience. He has been with Advisor Resource Council (formerly 360 WEALTH MANAGEMENT) since 2012 and has also worked with LPL Financial since 2005. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, retirement plan consulting, and access to third-party money managers and LPL advisory programs. The firm uses actively managed strategies incorporating artificial intelligence tools alongside fundamental analysis and offers both discretionary and nondiscretionary portfolio management.

Wesley Darilek is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. He worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2011 to 2019 before joining Hilltop Securities in 2019. Outside of his advisory role, he is a landlord with a rental property he co-owns with his spouse. Hilltop Securities Inc. provides brokerage, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs through an open-architecture platform and features unique municipal bond strategies co-advised by Franklin Templeton Group and sub-advised by Western Asset Management.

Christopher Baker is a CFP® professional with 10 years of industry experience, currently affiliated with Cetera Planning Partners in Dallas, TX. His work history includes roles at Cetera Wealth Services, Avantax Planning Partners, Northwestern Mutual Investment Services, LPL Financial, and Merrill. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, and retirement-related advice. The firm integrates a formal planning process with diversified portfolio allocations and offers additional services such as tax planning, bookkeeping, and estate planning through third-party providers.

David Mcbee Jr. is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Wells Fargo for over two decades and more recently at Raymond James Financial Services Advisors and Purshe Kaplan Sterling Investments. Mcbee is also the owner of MPM Interests, LLC, a support company for partnership distribution and tax reporting purposes. Concurrent Investment Advisors, LLC is an SEC-registered enterprise firm providing wealth management, investment management, financial planning, and retirement plan advisory services. The firm serves individuals, high-net-worth clients, families, trusts, businesses, and retirement plans, managing approximately $15.7 billion in assets across a multi-office platform. Their investment approach is primarily long-term and portfolio-driven, utilizing ETFs, mutual funds, and selected securities tailored to client goals and risk tolerance.

Cristina Siles is a financial advisor with CX Institutional, LLC and holds a Series 65 designation. She joined CX Institutional in 2025 and has experience in education, having worked at several schools from 2016 to 2025. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across a variety of investment vehicles, supplemented by third-party technology for reporting and tax optimization.

Austin Roesler is a CFP®-certified financial advisor with four years of industry experience. He is currently with BakerAvenue in Southlake, TX, and has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, Ameriprise, Wells Fargo, and other financial firms. BakerAvenue provides wealth management, financial planning, and family office services primarily to individuals, high-net-worth clients, and institutions, offering a range of strategies that combine tactical allocation, quantitative analysis, and fundamental research. The firm also delivers consolidated household reporting and expanded services including trust and digital asset advice.

Travis Floyd is a financial advisor with Advisor Resource Council who holds a Series 66 designation and has 16 years of industry experience. He has worked at Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2018 and previously held roles at LPL Financial, Level Four Advisory Services LLC, and J.P. Morgan Securities. Outside of his advisory role, he is involved in Travis Floyd Financial, LLC, a business entity for tax and investment purposes. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, retirement plan consulting, and referrals to third-party money managers and LPL advisory programs. The firm utilizes actively managed strategies that combine artificial intelligence tools with fundamental analysis across various portfolio types, including equities, fixed income, alternatives, and options-based techniques.

Ronald Rotthaus is a financial advisor with BOK Financial Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and with 36 years of industry experience. He has been with BOK Financial Securities and its affiliate Bokf, NA since 2006. Outside of his advisory role, he serves as an unpaid director of LifeBionix, Inc., working limited hours quarterly. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by an affiliate, and is notable for its municipal-advisor registration and affiliation with a bank holding company.