Frank Maldonado is a financial advisor at Level Four Advisory Services with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms including Edward Jones, Lincoln Financial Advisors, and LPL Financial. Outside of his advisory role, Maldonado coaches youth basketball for a nonprofit organization. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm provides fee-only financial planning, asset management, and retirement plan advisory services, utilizing tailored strategies supported by an internal Investment Committee and affiliated sub-advisers.

Aaron Terry is a Series 66-registered financial advisor with Hilltop Securities Inc. in Dallas, TX. He has been with the firm since 2016 and has five years of industry experience. Hilltop Securities serves individual, high-net-worth, and institutional clients, including corporate and retirement-plan sponsors, offering investment advisory and broker-dealer services. The firm provides managed accounts, financial planning, and retirement-plan consulting through an open-architecture platform that integrates third-party technology and firm-sponsored strategies.

Douglas Rand is a financial advisor with M Holdings Securities, Inc. He holds the Series 66 designation and has experience at firms including M Financial Group, TMRS, Bright Screen, and BNY Mellon. His background also includes service in the Army National Guard. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of independent Member Firms. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.

Alfred Mckelvy is a financial advisor at Cain, Watters & Associates, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Five Star Global, Shared Sweeps, Multiview, and Fisher Investments. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, offering both discretionary and non-discretionary solutions across multiple platforms. The firm also provides services such as ERISA plan advisory, pooled trust offerings, unified managed accounts, and referrals to tax and accounting specialists.

Richard Brown is a financial advisor with Advisor Resource Council in Richardson, TX, holding the PFS™ designation and Series 63 license. He has 35 years of industry experience and has worked at firms including LPL Financial and his own RLBrown Financial, Inc. Brown is also an author and songwriter. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, retirement plan consulting, and referrals to third-party money managers and LPL advisory programs. The firm uses actively managed strategies combining artificial intelligence tools with fundamental analysis and offers both discretionary and nondiscretionary portfolio management.

Robert Cecil Jr. is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Prospera since 2000 and has operated Robert Cecil & Associates, Inc. dba Cecil & C since 1982. Additionally, he owns CecilCo, an independent retirement plan consulting service providing benefits and retirement plan administration to various companies. Prospera Financial Services, Inc. serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through about 207 advisors across 140 offices. The firm offers investment advisory and financial planning services through multiple delivery vehicles and combines firm models, third-party sub-advisers, and customizable allocations for portfolio management.

Matthew Peterson is a financial advisor at Cain, Watters & Associates, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Cain, Watters & Associates since 2020, following four years at KPMG. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension or profit-sharing plan sponsors. The firm combines CPA/accounting services with investment management, offering multiple investment programs and managing a substantial non-discretionary asset base.

Austen Leninger is a financial advisor at Strategic Wealth Investment Group, LLC with five years of industry experience. He holds the Series 66 credential and has previously worked at Cetera and First Financial Equity Corporation. Leninger serves as an elected board member of the Fresh Start Women’s Foundation, a nonprofit organization. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing a combination of internally developed and third-party model portfolios. The firm employs a diverse investment analysis approach and sponsors private and exchange-traded funds that it may recommend to clients.

Timothy Akers is a CFP® with four years of industry experience, currently affiliated with Mission Wealth Management, LP. His previous roles include positions at Raymond James Financial Services, LPL Financial, Fidelity Investments, and RFG Wealth Advisory. He serves as treasurer and board member for A Small Miracle Foundation, a nonprofit assisting families with child care needs. Mission Wealth Management, LP is a multi-team SEC-registered advisory firm managing approximately $17 billion for high-net-worth individuals, families, and institutional clients. The firm provides tailored wealth management, portfolio management, financial planning, and consulting services, with an investment approach that incorporates long-term strategies and alternative investments.

Donald Hubbard is a CFP® professional with 26 years of industry experience, currently serving at Advisor Resource Council since 2016. He has also been affiliated with LPL Financial since 2008. Outside of his advisory roles, he serves as a deacon at NorthSide Baptist Church in Weatherford, TX. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting through a network of investment adviser representatives. The firm employs actively managed strategies combining artificial intelligence tools with fundamental analysis across various asset classes and offers both discretionary and nondiscretionary portfolio management.

James Warburton is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Quotient Wealth Partners, LLC since 2023. He previously worked for Goldman Sachs Personal Financial Management from 2013 to 2023. Quotient Wealth Partners is a multi-advisor firm managing approximately $3.54 billion for around 1,900 clients, including high-net-worth individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm employs tailored, diversified portfolios using a variety of investment vehicles and incorporates tax-aware strategies alongside operational tools to monitor and manage client accounts.

Derek Draper is a financial advisor at Simplicity Wealth with six years of industry experience. He holds a Series 66 designation and previously worked at Jal Dennis Group and LPL Financial. Outside of his advisory role, Draper serves on the board for the Lake Lavon Camp & Retreat Center and is involved in several local athletic organizations, including Global Athletic Impact and the Wylie Sports Hall of Honor, while also producing local high school football internet broadcasts. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional and corporate clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering comprehensive advisory services alongside technology and operational solutions for other advisors.

Brad Sanders is a CFA® charterholder with 23 years of industry experience. He is currently with Tectonic Advisors LLC and has previously worked at Cain, Watters & Associates, LLC and III To I Financial Management Research, L.P. Outside of his advisory work, Mr. Sanders is a semi-professional musician, performing approximately 10 hours per month during evenings or weekends. Tectonic Advisors provides discretionary portfolio management to a diverse client base, including individuals, institutions, trusts, and pension plans. The firm employs a proprietary investment process focused on diversified, ETF-heavy allocations with dynamic rebalancing and integrates third-party managers and models within its solutions.

William Houser is a financial advisor at EverSource Wealth Advisors, LLC in Dallas, TX, holding a Series 65 designation with eight years of industry experience. He has a background in law, having practiced with Houser Law Firm, P.C. since 2017 and previously with Houser & Flournoy, P.C. and Jordan, Houser & Flournoy, LLP from 2005 to 2017. EverSource Wealth Advisors serves individual clients, families, trusts, charitable foundations, retirement plans, and institutional relationships, providing wealth management, portfolio management, financial planning, and consulting services. The firm offers multiple investment programs and supports other advisory firms through turnkey services, sub-advisory arrangements, and private market access options.

Renee Matheson is a financial advisor at Hilltop Securities Inc. in Dallas, TX, with two years of industry experience. She holds Series 66 and Series 63 designations and previously worked at Charles Schwab & Co., Inc., as well as in roles outside finance including hospitality and full-time education. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity solutions. The firm provides an open-architecture platform combining third-party and firm-sponsored strategies, along with custody, banking, and market-making capabilities.

Marques Glaze is a financial advisor at CX Institutional, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Fisher Investments and PNC Capital Advisors LLC. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, offering discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, technical, and cyclical analysis across a diverse range of asset classes and uses both model portfolios and custom strategies.

Gretchen Harder is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX, holding a Series 65 designation with less than one year of industry experience. Prior to joining Quotient, she held roles at the University of Colorado Boulder and the Colorado Longitudinal Study. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and both discretionary and non-discretionary investment management. The firm uses broadly diversified portfolios with low-cost ETFs, individual securities, mutual funds, options, and select alternative investments, applying tax-aware strategies and utilizing model portfolios, ongoing monitoring, and multiple platforms for account management.

Shikha Midha is a financial advisor at Concurrent Investment Advisors, LLC with nine years of industry experience. She holds a Series 66 designation and has previously worked at firms including Fidelity Brokerage Services, Morgan Stanley, and Wells Fargo Bank. Concurrent Investment Advisors, LLC is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, with over $15 billion in assets under management and approximately 240 advisors.

Robert Borowczak is a financial advisor with Northern Trust Securities, Inc. in Dallas, TX, holding a Series 66 designation and possessing 21 years of industry experience. He has been with Northern Trust Securities since 2011. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a wrap fee program, serving high-net-worth individuals, retail investors, and institutional clients with model-driven strategies that integrate proprietary and third-party investment products.

Abigail Valentine is a CFP® professional with 10 years of industry experience. She is currently with Advisor Resource Council and previously worked at The Vanguard Group, Inc. and LPL Financial. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, retirement plan consulting, and referrals to third-party money managers and LPL advisory programs. The firm uses actively managed strategies combining artificial intelligence tools with fundamental analysis across various asset classes and offers both discretionary and nondiscretionary portfolio management.