Kelly Landen is a financial advisor at BOK Financial Securities, Inc. in Plano, TX, holding a Series 66 designation with three years of industry experience. Prior to joining BOK Financial Securities, Landen worked at JPMorgan Securities LLC and Goldman Sachs. Outside of financial advising, Landen serves as secretary and board member for McCann Holdings LLC. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with tailored asset allocations.

Arthur Salmon is a financial advisor with BFC Planning, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with BFC Planning and Berthel Fisher & Company Financial Services since 2012. Outside of financial services, he is involved in an e-commerce business distributing automotive parts. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships with approximately $3.8 billion in assets under management and offers flexible fee arrangements and a variety of investment program structures through independent advisory representatives.

Hayden Lusk is a financial advisor at Sagespring Wealth Partners with CFP® and Series 66 credentials and four years of industry experience. Prior to joining Sagespring in 2022, he worked at Raymond James Financial Services, Inc., Raytheon Technologies, The Boeing Company, and Best Buy. Sagespring Wealth Partners serves a diverse client base, including individual households across wealth levels and various institutional clients such as retirement plans, banks, insurance companies, and sovereign wealth funds. The firm provides discretionary investment management, financial planning, and retirement plan consulting, employing tailored portfolios that incorporate fundamental and technical analysis alongside multi-team resources and third-party manager relationships.

Bradley Weddle is a Certified Financial Planner™ with 37 years of industry experience. He has been with Advisor Resource Council since 2013 and also maintains a long-standing affiliation with LPL Financial beginning in 2007. Weddle teaches a Retirement Planning Today course for Mesquite Independent School District Community Education. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and retirement plan consulting. The firm combines artificial intelligence tools with fundamental analysis to offer model and custom investment strategies through its AIQ platform, while also utilizing third-party advisory programs to tailor solutions to client needs.

Joseph Lesnick is a financial advisor at BakerAvenue Asset Management with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Charles Schwab and Scroggins Advisory Strategies. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and comprehensive financial planning services, utilizing a range of quantitative, fundamental, and tactical investment strategies.

Karen Lessard is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her career includes roles at Raymond James Financial Services, Concorde Investment Services, and Woodbury Financial Services. Level Four Advisory Services is an SEC-registered enterprise adviser managing over $5 billion across 115 advisors and serves a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, discretionary and non-discretionary asset management, and retirement plan advisory services, utilizing model portfolios developed internally or through sub-advisers.

Micah Adams is a CFP® professional with three years of industry experience. He is currently with Cain, Watters & Associates, LLC and has previously worked at Strata Wealth Advisors, True North Advisors, Aspiriant, and several other firms. Cain, Watters & Associates, LLC 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 and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Everett Franks is a financial advisor at Coppell Advisory Solutions LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at firms including Capital City Financial Partners and Integrated Advisors Network, LLC. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individual and institutional clients. The firm uses an open-architecture platform with internally developed and independent asset allocation models, employing both fundamental and technical analysis to implement tailored investment strategies.

Marco Silva is a financial advisor at SageSpring Wealth Partners with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Voigt-Abernathy. Before entering the financial sector, Silva spent three years at Callaway Golf. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and serving a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management and financial planning through a goals-based approach, utilizing asset allocation, monitoring, and a range of investment strategies, while also providing services to less-common client types such as sovereign wealth funds and banking institutions.

Rodney Jarrell is a CFP® with 11 years of industry experience, currently serving as an advisor at Simplicity Wealth in Carrollton, TX. He has owned and operated Lakeview Financial Solutions since 2009, providing insurance services, and is an adjunct professor teaching MBA courses in accounting and finance at the University of Dallas. Jarrell also owns Jarrell Tax Planning and instructs CFP education courses for Zahn Associates, Inc. Simplicity Wealth serves a broad client base including individuals, 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, individual securities, and independent managers, alongside technology and operational services for advisers through its managed account platform.

Jonathan Blumenthal is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Quotient Wealth Partners, LLC and has held prior roles at Goldman Sachs Personal Financial Management, Mercer Allied Company, and LPL Financial, among others. Outside of his advisory work, he is co-owner of JBBR Ventures, a real estate organization based in Fort Worth, TX. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans across a range of wealth levels. The firm provides financial planning, consulting, and wealth management services using tailored investment approaches that include ETFs, mutual funds, individual securities, and third-party managers.

Hannah Guidroz is an advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Prospera, she held roles at Alpha Chi Omega Fraternity, Superior Grill, B-Unlimited, Style by SOHO, and the University of Arkansas. Prospera Financial Services, Inc. is a multi-team firm with over 270 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 platforms and programs.

Julie Blalock is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63, 65, and 66 licenses and possessing 35 years of industry experience. Her career includes roles at Raymond James Financial, Truist Investment Services, and NCF Financial Services. Outside of her advisory work, she owns McCombs & Co., a wholesale food production business specializing in pimento cheese, coleslaw, and other salads. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and fiduciary services, often implementing client mandates through model portfolios and a combination of firm-sponsored platforms and unaffiliated sub-advisors.

Jana Waters is a CFP® with 27 years of industry experience, currently serving at Prospera Financial Services, Inc. since 2000. She is based in Dallas, TX and holds a Series 63 license. 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.

Angie Alexander is a financial advisor at Advisor Resource Council in Dallas, TX, holding a Series 66 designation with one year of industry experience. Her prior experience includes six years at RPOA Advisors Inc. and four years with the Alliance for Investor Protection. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and retirement plan consulting. The firm combines artificial intelligence tools with fundamental analysis through its AIQ platform and offers custom investment solutions alongside third-party advisory programs.

Carly Campbell is a financial advisor at Cain, Watters & Associates, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Huselton, Morgan & Maultsby and served in roles related to education and community organizations. Cain, Watters & Associates provides financial planning, retirement planning, and investment management primarily for dental healthcare professionals, offering a range of services including ERISA plan advisory, pooled trusts, and unified managed accounts. The firm utilizes both discretionary and non-discretionary investment strategies and maintains formal affiliations with banking and accounting entities.

Edward Butowsky is a financial advisor with Ethos Financial Group, LLC, holding a Series 63 designation and 37 years of industry experience. He has held roles at multiple firms including Innovation Partners LLC, Chapwood Securities, and Waterford Capital, and has served as head of investment education at Champion Venture Partners. Ethos Financial Group provides investment management and consulting services to individuals, trusts, estates, municipalities, and charitable organizations. The firm employs a model portfolio approach focused on diversified, risk-conscious allocations using index-based exposures and third-party research, while also offering financial and estate planning services.

Frank Maldonado is a financial advisor with Level Four Advisory Services in Dallas, TX, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at LPL Financial, Lincoln Financial Advisors, and Edward Jones. Outside of advising, he coaches basketball in a nonprofit organization called Northeast Rockets. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and state and municipal entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, fiduciary services, and access to third-party managers through model portfolios and diverse platforms.

Alfred Mckelvy is a financial advisor at Cain, Watters & Associates, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Five Star Global, Shared Sweeps, Multiview, and Fisher Investments. 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 variety of solutions including comprehensive financial planning, ERISA plan advisory, and pooled trust offerings, and utilizes both discretionary and non-discretionary approaches across multiple platforms.

Tracy Coffman is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at Cetera and its affiliates for ten years and currently operates Fusion Capital Management d/b/a Tracy Coffman Financial. Outside of her advisory work, she serves as a director for a business networking organization. Coppell Advisory Solutions LLC serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and corporate clients, providing discretionary portfolio management and financial planning through an open-architecture platform that includes a range of investment options. The firm employs tailored asset allocation models and both fundamental and technical analysis, with ongoing portfolio supervision and rebalancing.