Frank Zaccardo is a financial advisor at Kingswood Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2010. Outside of his advisory work, he owns Gump Productions, a home-based business that sells his personal photography. Kingswood Wealth Advisors serves a broad range of clients including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized portfolio management, financial planning, and ERISA plan advisory services, operating an open-architecture platform that frequently employs third-party managers and provides integrated 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.

Alexandra Smith is a financial advisor at Cain, Watters & Associates, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at KPMG LLP for five years. Cain, Watters & Associates, LLC provides financial planning, retirement planning, and investment management services primarily to individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers a range of solutions including comprehensive financial planning, ERISA plan advisory, and managed account strategies, supported by affiliations with a bank and related investment and accounting entities.

Donald Viergever is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Kestra Private Wealth Services, LLC and previously worked at Goldman Sachs and United Capital Financial Advisers. Viergever also has a background that includes roles at Texas A&M University and Texas A&M Rec Sports. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm manages a broad range of investment products and offers discretionary and non-discretionary account options along with specialized services such as annuity subaccount and 529 plan management.

Laura Sweeney is a financial advisor with The Mather Group, LLC in Plano, TX. She holds Series 63 and Series 65 designations and has 23 years of industry experience. Prior to joining The Mather Group in 2021, she worked for Southern Wealth Investment Advisors LLC for 16 years. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm utilizes an evidence-based investment approach with customizable strategies, supported by AI and machine-learning tools under human oversight.

Joseph Martinez Jr. is a CFA® charterholder with 10 years of industry experience. He is currently an advisor at Krilogy Financial, LLC and previously worked at Phlox Capital Management, LLC for eight years. Outside of his advisory role, he serves as a consultant on the Retirement Plan Investment Advisory Committee at Parkland Health, providing nondiscretionary advice on investment policy for defined contribution and benefit plans. Krilogy Financial LLC serves individuals and families, including high- and ultra-high-net-worth clients, as well as qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm employs a primarily long-term investment approach with tactical overlays, combining quantitative, qualitative, and fundamental analysis, and offers a range of portfolio management, financial planning, and consulting services.

Carleigh Seesing is a financial advisor at Hilltop Securities Inc. in Dallas, TX. She holds the Series 66 designation and has six years of experience in the financial services industry. Prior to joining Hilltop Securities, she worked various roles including positions at Missouri State University, Springfield Brewing Co, Platinum Hair Salon, and Circle 7 Ranch. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed account programs, financial planning, and retirement-plan advisory. The firm provides an open-architecture platform combining third-party and firm-sponsored strategies, with notable capabilities in custody, banking, and municipal bond offerings.

Christian Yoss is a CFP®-designated financial advisor at Simon Quick Advisors, LLC with 32 years of industry experience. He previously worked at firms including JPMorgan Securities LLC, Goldman Sachs & Co LLC, Cetera Advisor Networks, United Capital Financial Advisers LLC, and TIAA. Yoss is based in Dallas, TX. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, and foundations by offering wealth management, investment consulting, and financial planning. The firm employs a multi-manager approach combining proprietary quantitative analysis and due diligence, and distinguishes itself through fund sponsorship, tax-return preparation, and a range of administrative services.

Craig Damico is a financial advisor at Quotient Wealth Partners, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Goldman Sachs and United Capital Financial Advisors. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and wealth management services. The firm utilizes tailored investment programs incorporating ETFs, mutual funds, individual securities, and third-party managers, with a focus on diversified, factor-tilted allocations and tax-aware strategies.

Kenneth Shade is a financial advisor with Sunbelt Securities, Inc. and holds a Series 66 designation. He has 26 years of industry experience and has held roles at several firms, including Reef Securities and Chapwood Securities Inc. Shade’s background includes compliance and principal responsibilities at BV Securities LLC. Sunbelt Securities serves a diverse client base, including individual investors, charitable organizations, and corporate clients. The firm manages approximately $2.0 billion across several thousand accounts, offering portfolio management, financial planning, and access to third-party money managers primarily through discretionary wrap programs.

Benjamin Poe is a financial advisor at McAdam LLC in Dallas, TX, with five years of industry experience. He holds a Series 65 credential and has previously worked at Dauby O'Connor & Zaleski LLC and Walt Disney World. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis, employing fundamental analysis and offering specialized investment options such as direct indexing, private funds, and cryptocurrency exposures.

Belle Harris is a financial advisor at M Holdings Securities, Inc. with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and TD Ameritrade. M Holdings Securities, Inc. serves a wide range of clients, including high-net-worth individuals, retirement plans, and charitable organizations, through a nationwide network of independent firms. The firm offers advisory and brokerage services such as discretionary investment management, retirement plan consulting, and financial planning, supported by ongoing monitoring and use of third-party sub-advisors and platform providers.

Jerome Caulk is a financial advisor at Concurrent Investment Advisors, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wealth Partners Alliance, Ameriprise Financial Services, Merrill, and Citigroup Global Markets. In addition to his advisory work, he is the owner of Tutelas Financial, an investment-related business. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios utilizing ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.

Leslie Benge is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 credentials and 23 years of industry experience. She has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) and LPL Financial since 2016. In addition to her advisory work, she is involved in real estate brokerage through Homes In Sync Realty Services. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and businesses, offering asset management, financial planning, and retirement plan consulting. The firm employs a combination of artificial intelligence tools and fundamental analysis in its investment strategies, providing a range of model portfolios and separately managed accounts tailored to different client needs.

Marc Whitehead is a financial advisor at Level Four Advisory Services with 25 years of industry experience. He holds the Series 63 and Series 65 designations. In addition to his advisory work, Whitehead serves on the advisory board of the Dauphin Island Sea Lab Foundation, a nonprofit organization supporting marine research. Level Four Advisory Services is an enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a diverse client base, offering fee-only financial planning, asset management, and retirement plan advisory services through tailored strategies and a combination of internal and third-party portfolio management.

Aidan Wright is a financial advisor at SageSpring Wealth Partners with a Series 65 designation. He has recently started his career in the industry, joining SageSpring in 2026. Prior to this, he held positions at various firms including Fisher SMB and Bright Mosaic. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional investors, providing discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach includes tailored portfolios that utilize a variety of asset classes and manager relationships, supported by fundamental and technical analysis and ongoing oversight.

Jonathan Mcclellan is a financial advisor at Hilltop Securities Inc. in Dallas, TX, with 11 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering managed accounts, financial planning, and advisory services on an open-architecture platform with both firm-sponsored and third-party strategies. The firm combines custody, banking, and market-making capabilities and operates as a full-service broker-dealer and registered adviser.

Lucas Baker is a Series 65-licensed advisor at Quotient Wealth Partners, LLC with four years of industry experience. Prior to joining Quotient Wealth Partners in 2023, he worked at Goldman Sachs Personal Financial Management from 2021 to 2023. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and wealth management for both non-high-net-worth and high-net-worth clients. The firm’s investment approach includes tailored strategies using ETFs, mutual funds, individual securities, and third-party managers, with a focus on diversified, factor-tilted allocations and tools to manage held-away accounts.

Kellee Harrigan is a financial advisor at Cain, Watters & Associates, LLC with 10 years of industry experience. She holds a Series 65 credential and has worked at Cain, Watters & Associates in two separate periods totaling over 11 years, with an interim position at Privus Financial, LLC. Cain, Watters & Associates, LLC 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 CPA, accounting, tax services, and donor-advised fund services, combining multiple investment programs and a significant non-discretionary asset base.

Scott Lyle is a financial advisor at Cain, Watters & Associates, LLC with seven years of industry experience. He has held his current position since 2017 and previously worked at Price Waterhouse Cooper from 2015 to 2017. Lyle holds a Series 65 designation. Cain, Watters & Associates, LLC 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 combines accounting and tax services with multiple investment programs, managing a larger amount of client assets on a non-discretionary basis.