Logan Voelker is a financial advisor with B. Riley Wealth Advisors, Inc. He holds the Series 63 and Series 65 designations and has 11 years of industry experience. Prior to joining B. Riley in 2022, he worked at National Asset Management, National Securities Corporation, and WFG Investments, Inc. B. Riley Wealth Advisors provides investment advice and portfolio management services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a variety of programs and strategies, managing approximately $4.21 billion in assets through a team of about 173 advisors.

Nicholas Lopez is a financial advisor at Retirement Planners of America with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Fisher Investments and J.P. Morgan Securities. Retirement Planners of America provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and retirement plan participants, primarily through a wrap-fee investment program. The firm employs an “Invest and Protect” approach focused on capital preservation and tactical rebalancing using model portfolios composed largely of ETFs and mutual funds.

Karen Meinz is a Series 66-licensed financial advisor with 19 years of industry experience. She has worked at Advisor Resource Council since 2013, including its DBA 360 Wealth Management, and was previously associated with LPL Financial, LLC. Meinz is also involved in selling non-variable insurance through Fidelity Financial. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting. The firm utilizes actively managed strategies that combine artificial intelligence tools with fundamental analysis across various asset classes.

Colin Bindner is a Certified Financial Planner® (CFP®) with 12 years of industry experience. He has worked at True North Advisors, LLC since 2019 and spent six years with United Capital Financial Advisers, LLC prior to that. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets. The firm serves very high net worth and ultra-high net worth individuals, corporate pension and profit-sharing plans, trusts, estates, foundations, and other business entities, offering comprehensive financial planning, portfolio management, and wealth advisory services with an investment approach focused on fundamental, bottom-up analysis and broad diversification across equities, fixed income, diversifiers, and private investments.

Brian Weatherly is a CFP® professional with 13 years of industry experience, currently serving at Quotient Wealth Partners, LLC. His prior experience includes roles at Mercer Allied Company, Goldman Sachs Personal Financial Management, and several other financial firms. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm offers tailored financial planning and investment management, using diversified, factor-tilted allocations and technology to manage held-away accounts, supported by a multi-advisor team managing approximately $4.9 billion in assets.

Valentin Lukasik is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 65 designation and one year of industry experience. Prior to joining Advisor Resource Council, he worked at Societe Generale and Financiere Tiepolo and has a background as a full-time student. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and consulting services through a network of Investment Adviser Representatives. The firm’s investment approach integrates artificial intelligence tools with traditional fundamental analysis across various model portfolios and separately managed accounts.

Wallace Carlson is a financial advisor with Advisory Services Network who holds Series 63 and Series 66 licenses and has 27 years of industry experience. His career includes roles at Fidelity, Fidelity Personal Trust Company, TL Private Wealth, and Advisory Services Network since 2018. He is also the owner and president of Fruit of the Vine, Ltd., a service corporation associated with his financial practice, and works as an independent insurance agent offering life and health insurance and annuity advice. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers a range of portfolio management and consulting services with a flexible engagement model and a large platform of advisors managing over $10 billion in discretionary assets.

Laura Young is a Series 66 registered advisor with Hilltop Securities Inc. in Dallas, Texas, where she has worked since 2019. She has three years of industry experience and prior work history includes positions at Costco, Allen Public Library, Party City, and ToysRUs. Hilltop Securities serves individual, high-net-worth, and institutional clients through advisory and broker-dealer services on an open-architecture platform. The firm combines custody, banking, and market-making capabilities, offering managed accounts, retirement-plan consulting, and municipal bond strategies.

Denise Clifton is a financial advisor at Arax Advisory Partners with 20 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at U.S. Capital Wealth Advisors, LLC. Outside of her advisory role, Clifton has served as past president and board member of the Grand Prairie ISD Education Foundation and is a board member of the Grand Prairie Chamber of Commerce. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, and is known for its use of performance-based fee arrangements and carried-interest structures in certain accounts.

Tara Howey is a financial advisor with Advisor Resource Council, holding Series 63 and Series 66 licenses and having 15 years of industry experience. She has been with Advisor Resource Council (360 Wealth Management, LLC) since 2018 and also maintains an affiliation with LPL Financial since 2016. Outside of advisory work, she is involved as a co-owner of an insurance agency, Harvest Concepts LLC dba Paragon Insurance Agency. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, retirement plan consulting, and access to third-party money managers and advisory programs. The firm employs AIQ model portfolios combined with fundamental analysis and coordinates estate-planning services through independent attorneys, providing options tailored to various client asset levels.

Jack Barker is a CFP® with seven years of industry experience, currently with The Mather Group, LLC in Dallas, TX. His prior roles include positions at EQ Wealth Advisors, FSC, BFS Advisory Group, Fidelity Brokerage Services LLC, Northwestern Mutual, and North Star Resource Group. Barker also worked at the University of Texas at Austin from 2015 to 2018. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with risk-based allocation models and tax-synchronized portfolio construction, offering customization options including direct indexing and ESG factor portfolios.

Billy Jenkins is a financial advisor with Momentum Independent Network Inc. in Dallas, TX. He holds the Series 66 designation and has 26 years of industry experience, including 17 years at SWS Financial Services. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients with advisory, portfolio management, financial planning, and brokerage services. The firm integrates broker-dealer operations with banking and municipal advisory capabilities, offering a range of discretionary and non-discretionary investment solutions across various managed account programs.

William Kellogg Jr. is a CFP®-certified financial advisor with over 30 years of industry experience, currently affiliated with Hilltop Securities Inc. He has a background that includes roles at Ameriprise Financial Services LLC, Bank of America, Merrill, and Equitable Advisors. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering a range of advisory and brokerage services through an open-architecture platform that incorporates third-party technology and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities, and sponsors specialized municipal bond strategies.

Britt Woods is a financial advisor at Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior roles include positions at PNC Wealth Management, Lone Star National Bank, LPL Financial, Cetera Investment Services, and Fifth Third Securities. 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 comprehensive financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, multiple custodians, and unaffiliated sub-advisors, with a notable corporate structure that includes affiliated broker-dealer and trust/banking entities.

Matthew Jarvis is a CFP® with 23 years of industry experience, currently serving at Integrity Advisory Solutions since 2024. His prior experience includes 12 years at Crown Capital Securities and founding Jarvis Financial Services, Inc., where he remains active. Outside of advisory work, he is involved in consulting, authoring, and coaching through his roles with Deliver Massive Value LLC, Retirement Tax Services, and The Perfect RIA. Integrity Advisory Solutions is a multi-team firm managing approximately $1.1 billion in client assets through about 100 independent advisors. The firm serves individuals, trusts, estates, and business clients by offering portfolio management, financial planning, retirement consulting, and sub-advisory services using a variety of asset-allocation strategies and third-party platforms.

Anthony Palasota II is a CFP® professional with 28 years of industry experience. He is currently affiliated with Advisory Services Network and Fidelity, where he has worked since 1997 in various capacities including brokerage and personal advisory services. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing diverse investment strategies tailored to clients’ objectives and risk tolerances.

James Webb is a CFP® professional with 32 years of experience in the financial services industry. He has worked at Edward Jones from 2003 to 2017 and has been with Advisor Resource Council and LPL Financial since 2017. Webb holds the Series 63 license and operates out of Dallas, TX. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and consulting services. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across various asset classes.

Matthew Craig is a financial advisor at Level Four Advisory Services with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2012 to 2021. Craig is based in Dallas, Texas. Level Four Advisory Services is an enterprise investment adviser managing approximately $5.32 billion through 115 advisors. The firm serves a diverse client base, offering fee-only financial planning, asset management, and retirement plan advisory services, with an emphasis on tailored client solutions supported by internal and external investment resources.

Lesa Collins is a Series 66 licensed financial advisor with 17 years of industry experience. She has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank before joining Retirement Planners of America, where she has been since 2023. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program serving individuals, high-net-worth clients, and retirement plan participants. The firm emphasizes capital preservation and tactical rebalancing using model portfolios composed mainly of ETFs and mutual funds, with discretion to adjust based on a long-term market signal.

John Surenkamp is a Series 65 licensed advisor with Apollon Wealth Management, LLC, where he has worked since 2026. He has five years of industry experience, including six years as an Investment Adviser Representative and six years with Spirit Halloween Superstores, LLC. Outside of his advisory role, he is the president and owner of Sage Annuities LLC, a company that sells fixed and indexed annuities. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and offers a wide range of investment solutions including ESG models, direct indexing, and sub-advisory services.