David Pergande is a financial advisor with M Holdings Securities, Inc. based in Dallas, TX, holding Series 63 and Series 66 licenses. He has 12 years of industry experience, including prior roles at Hilltop Securities, First Palladium, LLC, Ash Brokerage, and Mercap Securities. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, combining discretionary and non-discretionary investment management with financial planning, retirement consulting, and insurance advisory.

William Atkins Jr. is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Advisor Resource Council and affiliated with LPL Financial since 2015. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies that integrate artificial intelligence tools with traditional fundamental analysis across various portfolio types, including equities, fixed income, alternatives, and options-based techniques.

Erica Sanders is a financial advisor at Cain, Watters & Associates, LLC with eight years of industry experience. She holds a Series 65 designation and has been with Cain, Watters & Associates since 2011. Cain, Watters & Associates 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 accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Justin Fry is a financial advisor at Cain, Watters & Associates, LLC with six years of industry experience. He holds the Series 65 designation and previously worked at Deloitte Tax, LLP for three years before joining Cain, Watters & Associates in 2018. Cain, Watters & Associates 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 also offers accounting, tax services, and donor-advised fund services through Schwab Charitable, utilizing multiple investment programs and a combination of discretionary and non-discretionary management.

Brett Kincade is a financial advisor with Ally Invest Advisors, holding a Series 66 designation and 17 years of industry experience. His career includes roles at TD Ameritrade and Central States Claims and Adjustments. Outside of his advisory work, he cohosts The Loyal Sons Podcast, which focuses on Midwestern college sports and humor. Ally Invest Advisors serves a broad retail client base, offering discretionary portfolio management through automated and advisor-led services. The firm uses ETF-based model portfolios grounded in Modern Portfolio Theory, supported by digital processes and performance reporting tools.

Avery Vanechanos is a financial advisor at Hilltop Securities Inc. based in Dallas, TX, with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including NEXT Financial Group and Momentum Independent Network Inc. Outside of his advisory roles, he has experience with organizations such as Texas Christian University and TCU Athletics. Hilltop Securities serves individual and institutional clients, offering investment advisory and broker-dealer services on an open-architecture platform that includes third-party and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities, and provides specialized municipal bond strategies along with various program services.

Brian Lane is a CFP® with 10 years of experience in the financial advisory industry. He currently works at The Mather Group, LLC and previously held roles at Morgan Stanley and JP Morgan. Outside of his advisory work, he is engaged as a contractor for Uber in the automotive and transportation sector. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with customizable strategies and incorporates AI tools for market data and client communications while maintaining human oversight.

Robert Albritton Jr. is a financial advisor at Prospera Financial Services, Inc. with 39 years of industry experience. He has been with Prospera since 2000. Outside of his advisory role, he serves as a trustee and executor for several marital estates and trusts, dedicating a portion of his time to overseeing these non-investment related responsibilities. Prospera Financial Services, Inc. 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 third-party platforms.

Robert Bourland is a financial advisor with Arax Advisory Partners in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies.

Garrett Frost is a financial advisor at Geneos Wealth Management, Inc. He holds the Series 66 designation and has three years of industry experience. His prior work includes roles at Cetera, North Star Resource Group, and Minnesota Life Insurance. Outside of advisory work, he has experience in fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm provides financial planning, portfolio management, and access to third-party money managers through various programs, employing a range of investment strategies including fundamental and technical analysis, with both customized and model-based accounts.

Jason Poe is a financial advisor with SageSpring Wealth Partners in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Raymond James Financial Services from 2006 to 2024 before continuing his career at SageSpring Wealth Partners since 2006. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional clients, and plan sponsors, offering customized portfolios that integrate a variety of investment vehicles and strategies. The firm combines multi-team scale with institutional expertise and provides discretionary investment management, financial planning, retirement plan consulting, and access to third-party managers and OCIO/TAMP programs.

Karee Sampson is a financial advisor at Arax Advisory Partners in Dallas, TX, with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Sampson serves as co-trustee and power of attorney for her spouse's trust and is a member of the Presidential Advisory Board at UT Southwestern Medical Center. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory 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 notable for its use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

Robert Fraim is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously spent 31 years at Mid-Atlantic Securities, Inc. In addition to his advisory role, Fraim works as an independent life insurance agent on a limited basis. 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 provides financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and third-party sub-advisors.

Richard Jones is a financial advisor with Advisor Resource Council based in Dallas, TX. He holds Series 63 and Series 66 licenses and has four years of industry experience, including roles at LPL Financial LLC and Cambridge Investment Research Advisors. Outside of his advisory work, he is also a licensed independent insurance agent and a life coach. Advisor Resource Council provides asset management, financial planning, and retirement plan consulting services to individuals, families, retirement plans, charitable organizations, and business enterprises. The firm uses a combination of AI-driven model portfolios and traditional fundamental analysis, offering tailored investment strategies across various account sizes and coordinating estate-planning document preparation through independent legal professionals.

Chandler Johnson is a financial advisor with BFC Planning, Inc. based in Dallas, TX. He holds a Series 65 designation and began his career in the industry in 2026. Prior to joining BFC Planning, he worked at American Airlines and several other companies in various roles. 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 and approximately $3.8 billion in assets through a network of independent advisor representatives.

Riley Dauzat is a financial advisor at Merit Financial Advisors with Series 66 credentials and one year of industry experience. Prior to joining Merit, he held roles at PKS Investments and LPL Financial. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plan sponsors, charitable organizations, and other institutions. The firm employs a long-term, diversified investment approach using model portfolios and customizable modular sleeves, supported by a central Investment Management team and an Investment Committee.

Joseph Mcdonald is a financial advisor with Capital Investment Advisors, LLC in Dallas, TX, holding Series 63, Series 65, and Series 66 licenses and 28 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, Charles Schwab, and Fidelity. Capital Investment Advisors serves individual, high-net-worth, and institutional clients with discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and offers specialized resources in estate and tax planning, as well as access to private investment solutions and formal pension consulting services.

Brandon Bascue is a financial advisor at Cain, Watters & Associates, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Ernst & Young and Tolleson Wealth Management. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily for dental healthcare professionals, offering both discretionary and non-discretionary solutions across multiple platforms. The firm also delivers specialized services for practice transitions and dental service organizations through affiliated entities.

Sara Henson is a Financial Services Advisor at Merrill Lynch Wealth Management. She serves as a Personal Investment Advisor (PIA), focusing on connecting clients to the people, plans, and processes that align with their individual ambitions. Sara assists clients in areas such as funding education, planning for retirement, managing potential healthcare costs, and creating personalized strategies to meet long-term family goals. Her approach incorporates clients' personal perspectives and priorities, aiming to simplify the complexities of investing. She holds a Bachelor's Degree from the University of Arkansas System.

Donald Peterson is a financial advisor at Balefire, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Integrity Alliance, Lion Street Financial, Purshe Kaplan Sterling Investments, Fuse Partners, and LPL Financial. Peterson is also involved in providing fixed insurance and non-securities insurance planning for private wealth clients. Balefire serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, trusts, and business entities, offering discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm uses a team-based investment process with an Investment Committee that develops model portfolios following a core-plus-tactical philosophy, employing third-party research and sub-advisors to implement strategies across various asset classes.