Jo Anna Dossman is a financial advisor at Retirement Planners of America with 20 years of industry experience. She holds the Series 66 designation and has previously worked at Concourse Financial Group, LifeTrends, and AIG Capital Services. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting to individuals, retirement plan sponsors, and institutions. The firm employs an “Invest and Protect” approach that combines model portfolio allocations with tactical adjustments based on market indicators to manage multi-billion-dollar client assets.

Ricky Sanford is a financial advisor at Level Four Advisory Services with 35 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked with firms including Edward Jones, Cetera, Columbia Bank, and Harbor Financial Services. Level Four Advisory Services is an SEC-registered enterprise investment 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, asset management, and retirement plan advisory services, utilizing model portfolios and a mix of direct management and sub-advisers.

Stephen Ferrell is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2013 and also has a long-term association with LPL Financial beginning in 2011. Outside of his advisory roles, he is a partner in Carpe Via Travel, a travel agency. 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 integrates artificial intelligence tools with traditional fundamental analysis through a range of model portfolios and separately managed accounts tailored to different client needs.

Joel Corbin is a financial advisor with Prospera Financial Services, Inc. in Lubbock, TX, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with Prospera since 2005. Mr. Corbin serves as a board member of the Lubbock Kappa Alpha House Corporation. Prospera Financial Services is an enterprise-scale advisory and broker-dealer firm managing approximately $12.4 billion across about 207 advisors in 140 offices. The firm serves individual, corporate, charitable, and retirement plan clients, offering investment advisory and financial planning services through multiple platforms with discretionary and non-discretionary portfolio management.

Jordan Roach is a financial advisor at Retirement Planners of America with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including MMWKM Advisors, Black Knight Wealth Management, Wood Legacy Group, Eagle Strategies, and New York Life. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting to individuals, retirement plan sponsors, and institutions. The firm employs an “Invest and Protect” strategy that incorporates model portfolio allocations with tactical adjustments based on market indicators, maintaining a defensive posture to preserve client capital.

Laura Lamar is a financial advisor at Cain, Watters & Associates, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Ernst & Young LLP and Texas Security Bank. Laura also spent several years in full-time education prior to her advisory career. Cain, Watters & Associates, LLC provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, individuals, trustees, and plan sponsors. The firm offers comprehensive financial planning, ERISA plan advisory, pooled trust offerings, and managed account solutions, utilizing both discretionary and non-discretionary strategies supported by affiliated banking and accounting entities.

Michael Taylor is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Prospera since 2012. Outside of his advisory role, Taylor serves as owner, CEO, and board member of Tavesco Incorporated, a holding company for real estate investments. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion through 207 advisors across about 140 offices. The firm serves a diverse client base, including individuals, corporate and charitable entities, and retirement plans, offering a range of investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

Lori Clem is a financial advisor at BFC Planning, Inc. with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Berthel Fisher & Company Financial Services, Inc., Williams Financial Group, and Northstar Securities, Inc. Outside of her advisory role, Clem is involved in several business ventures, including operating a pet care center and pet cemetery, serving on the board of the Weatherby Foundation, and participating in property development projects. BFC Planning, Inc. serves a diverse client base including individuals, corporations, trusts, and pension plans through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to various third-party managers, employing a range of investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

Karen Lucius is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 15 years of industry experience. Her prior roles include positions at Hornor, Townsend & Kent LLC, Penn Mutual Life Insurance Company, Acumen Financial Group, Principal Life Insurance Company, and Principal Securities Inc. She is also active as an insurance agent, providing multi-line insurance sales and financial planning services through Penn Mutual Wealth Strategies and 1847Financial. Mutual of Omaha Investor Services, Inc. serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily delivered through a network of Investment Advisor Representatives who utilize approved model portfolios and discretionary management platforms.

Colin Faulk is a CFP® professional at Quotient Wealth Partners, LLC in Dallas, TX, with six years of industry experience. He has held roles at Goldman Sachs and Equitable Advisors prior to joining Quotient Wealth Partners. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management services to mass affluent and high-net-worth clients. The firm employs diversified portfolios with low-cost ETFs, stocks, bonds, mutual funds, and alternative investments, using model portfolios and tax-aware strategies alongside multiple custodians and technology platforms.

Lauren Britt is a financial advisor with Quotient Wealth Partners, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Quotient Wealth Partners, she held positions at several firms including Corient Services LLC and Avalon Wealth Management LLC. Quotient Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion for about 1,900 clients through a team of 26 advisors and utilizes a diversified investment approach incorporating ETFs, equities, fixed income, mutual funds, options, and alternative investments.

Jeffrey Belton is a financial advisor with Intellicents Investment Solutions Inc in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining Intellicents, he worked at StanCorp Investment Advisers, Inc. and StanCorp Equities, Inc. for over a decade. He serves as a Town Council Member for Shady Shores, TX. Intellicents Investment Solutions Inc serves retirement plan sponsors, third‑party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long‑term, buy‑and‑hold investment strategies overseen by a CFA Chief Investment Officer and offers a range of services including retirement plan consulting, individual wealth management, and a wrap fee program.

Ryan Mcenerney is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Frisco, TX. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Mcenerney has been with The Oak Ridge Financial Services Group since 2014. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both high-net-worth and non-high-net-worth households. The firm offers managed accounts, access to third-party portfolio managers through RBC Capital Markets, and comprehensive or segmented financial plans, with most accounts managed on a non-discretionary basis and custody handled through RBC Clearing & Custody.

Blaine Malcolm is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Merit Financial Advisors in Frisco, TX. His background includes roles at Purshe Kaplan Sterling Investments, Stratos Wealth Partners, Lifestyle Planning Solutions, LPL Financial, and The Botsford Group. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services centered on long-term, diversified portfolios, combining internally managed models with advisor customization and various authority options.

Chad Wood is a financial advisor at BOK Financial Securities, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities, LLC and TIAA-CREF. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with model strategies ranging from income-oriented to ESG-focused approaches.

Glenn Koehl is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Soltis Investment Advisors, LLC since 2020. His prior roles include positions at SlateStone Wealth, LLC and Capital Markets Iq, LLC (D/B/A Surety Wealth Management). Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans, offering discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence.

Thomas Pace is a financial advisor with Retirement Planners of America in Plano, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with MMWKM Advisors, LLC for 10 years. Pace also works as an independent insurance agent. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plan sponsors and participants, and institutions. The firm follows an “Invest and Protect” approach that combines model portfolio allocations with tactical adjustments based on market indicators, emphasizing capital preservation through defensive asset shifts and discretionary trading authority.

Matthew Middleton is a financial advisor with Advisor Resource Council, holding a Series 65 credential and five years of industry experience. He has been with Advisor Resource Council since 2021 and has work history including roles at LPL Financial and as a bartender at The Colony Wine Bar. Outside of advising, he has worked in the hospitality sector. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs AI-driven model portfolios combined with traditional fundamental analysis and coordinates estate-planning services through external legal professionals.

Anthony Pitzer is a CFP® and Series 66-licensed financial advisor with 22 years of industry experience. He is currently a partner at Merit Financial Advisors, where he has worked since 2019. Prior to that, he spent 17 years at LPL Financial, LLC and has been with Purshe Kaplan Sterling Investments since 2024. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, overseen by a central Investment Management team and an Investment Committee.

Cary Bazan is a financial advisor at Mutual of Omaha Investor Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of finance, Bazan is an actor represented by Linda McAlister Talent, participates in commercial and TV auditions, and is an author on Amazon Kindle Direct Publishing. He is also scheduled to begin work as a secondary teacher in Plano ISD in 2025. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives who use approved model portfolios and managers.