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.

Sharran Hood is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. Prior to joining First Advisors National, Hood worked at Primerica Advisors for five years and has been involved with Primerica Financial Services for over a decade. Outside of advisory work, Hood is engaged in independent sales of insurance products. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and combines tactical and strategic investment approaches with fundamental analysis for supplemental security recommendations.

Andrew Seale is a financial advisor at Merit Financial Advisors with a Series 65 designation and one year of industry experience. He previously worked at PwC and studied at Texas A&M University. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across 144 advisors and serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm applies a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Timothy Thurston is a financial advisor with Accelerate Retirement, holding Series 63 and 65 credentials and bringing 22 years of industry experience. His prior roles include positions at NFP Retirement, LPL Financial, Visionpoint Advisory Group, Hub International, IPS Advisors, and MSI Financial Services. Outside of his advisory work, he serves as a Minister of Music at Community North Baptist Church in McKinney, Texas. Accelerate Retirement serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm uses a primarily long-term allocation approach with customized portfolios and offers various fiduciary and advisory services for retirement plan sponsors.

Paul Benge is a financial advisor with Advisor Resource Council in Dallas, TX. He holds Series 63 and Series 65 credentials and has 40 years of industry experience. Since 2016, he has been associated with both Advisor Resource Council and LPL Financial. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises with asset management, financial planning, and retirement plan consulting. The firm employs AI-driven model portfolios combined with fundamental analysis and offers a range of investment strategies tailored to different account sizes and client needs.

Cole Staton is a financial advisor at Coppell Advisory Solutions LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Virtue Capital Management and C&M Financial Group, where he also serves as owner of an advisory and insurance business. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm utilizes an open-architecture platform with tailored investment strategies and a broad range of investment tools, managing over $1 billion in client assets.

Christopher Wigington is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Manarin Investment Counsel Ltd, and Securities America Advisors, Inc. He has been with Prospera Financial Services since 2014. 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 businesses, offering financial planning, portfolio management, and access to multiple advisory platforms.

Allan Peiser is a financial advisor at Prosperity - An EisnerAmper Company with 25 years of industry experience and holds a Series 66 designation. He has worked at several firms, including EisnerAmper and Avantax Advisory Services, Inc., and is also a contract partner at Eisner Advisory Group LLC, advising clients on tax transactions. Peiser is involved in theater production as a passive investor in the "Dear Evan Hansen" tours. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in assets and focuses on asset allocation and diversification, utilizing third-party Independent Managers and technology platforms to support its services.

Justin Davis is a CFP® professional with 25 years of industry experience. He is currently with Ascentis Independent Advisors, LLC and has held prior roles at Peak Brokerage Services, LLC, Impact Financial Strategies, LLC, Raymond James Financial Services, Inc., Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Outside of his advisory work, Davis is the owner and CEO of Impact Financial Strategies, LLC and is involved in offering disability insurance. Ascentis Independent Advisors serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including discretionary management, third-party managers, and private direct investments, with portfolios actively monitored and rebalanced.

Richard Lee Jr. is a CFP® and CFA® with 38 years of industry experience. He has been with Lee Financial Corporation since 2010. He serves on the board of directors of Wynne/Jackson Inc., a real estate development firm, although he has not been active in this role for several years. Lee Financial Company, LLC provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based model focusing on tailored portfolios and also acts as investment adviser to private pooled investment vehicles.

Matthew Marcello is a CFP® with 19 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors. His prior roles include nine years at Apexium Financial LP and ten years at Purshe Kaplan Sterling. He is also an insurance agent licensed to sell life, health, and annuity products. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and corporate or institutional accounts. The firm offers customized investment strategies and supports various portfolio options, including ESG and faith-based investments, while also providing technology and practice platforms for independent advisors.

Gilbert Herrick Jr. is a financial advisor at Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has been with Momentum Independent Network since 2003. Outside of his advisory role, he serves on the finance committee of Wilshire Baptist Church. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory services within the Hilltop group.

Marc Liberman is a financial advisor at Aegis Capital Corp. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Morgan Stanley, B. Riley Wealth Advisors, and Morgan Stanley Private Bank. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, with a notable emphasis on non-discretionary client relationships.

Hameem Shah is a financial advisor at Ally Invest Advisors with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ally Invest Advisors since 2022, following prior roles at Ally Invest Securities LLC and C6P Commerce LLC. Ally Invest Advisors offers discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interactions. The firm employs model portfolios based on Modern Portfolio Theory across multiple risk tiers and provides services including automated investing and advisor-delivered personal advice.

Scott Anders is a financial advisor at Archer Investment Corporation in Arlington, TX. He holds the PFS™ designation and has experience as a CPA through his role at Scott Anders CPA PLLC since 2017 and DMI Corp since 2014. Anders has been with Archer Investment Corporation since 2026. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and The Archer Funds. The firm works with accountants and CPAs who act as advisory representatives within a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets.

Jorge Espinoza is a financial advisor with Ally Invest Advisors in Lewisville, TX, holding Series 63 and Series 66 licenses and having five years of industry experience. His work history includes roles at Ally Invest Advisors and Ally Invest Securities, as well as positions at TIAA, Bank of America, Merrill, and Chase Bank. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interactions. The firm uses model portfolios based on Modern Portfolio Theory across multiple risk tiers and offers services including automated investing and personalized financial advice.

Jennifer Armstrong is a CFP® with 24 years of industry experience. She has been with Lee Financial Corporation since 1997. Lee Financial Company provides fee-only financial planning and discretionary and non-discretionary portfolio management to a range of clients including individuals, families, trusts, charitable organizations, and employer retirement plans. The firm operates with a team-based model centered on its WholeVision™ planning framework and manages both traditional portfolios and affiliated private partnerships.

Frank Zaccardo is a financial advisor with Kingswood Wealth Advisors, LLC in Plano, TX. He holds Series 63 and Series 65 credentials and has 22 years of industry experience, including prior roles at LPL Financial and Merrill. Outside of his advisory work, he operates a personal photography business, Gump Productions. Kingswood Wealth Advisors serves a diverse client base, including retail and institutional investors, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs a tailored, open-architecture investment approach and is notable for its integration with affiliated financial entities and its operational model supporting insurance-linked account management.

Aidan Bonner is a financial advisor at Quotient Wealth Partners, LLC, holding a Series 65 designation. He joined the firm in 2024 and has experience working in various roles including positions at Lazy Dog and Miami University. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans across both non-high-net-worth and high-net-worth clients. The firm provides tailored financial planning, consulting, and wealth management services using diversified investment strategies implemented primarily through ETFs, mutual funds, individual securities, and third-party managers.