Charles Dyer Jr. is a CFP® with 24 years of industry experience. He is currently associated with Retirement Planners of America and has previously worked at RFG Advisory LLC dba Trinity Private Wealth, MMWKM Advisors, LLC, Cambridge Investment Research Advisors, and Eagle Strategies. He also works as an independent insurance agent for various insurance companies. Retirement Planners of America offers discretionary portfolio management and financial planning primarily through a wrap-fee investment program to individuals, high-net-worth clients, and retirement plan participants. The firm emphasizes capital preservation and tactical rebalancing using model portfolios and employs a mathematically based long-term market signal alongside discretionary trading authority.

Stephen Crossman is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Hilltop Securities since 2016. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of investment solutions through an open-architecture platform that includes adviser-managed and model-based programs, along with specialized municipal bond strategies and custody capabilities uncommon among enterprise advisers.

Karen Ferrell is a financial advisor with Verity Asset Management in Carrollton, TX, holding a Series 65 designation and three years of industry experience. Prior to joining Verity, she worked for nearly a decade at UNIFY Child Placing Agency and has been involved with Teacher's Pension since 2007. Outside of her advisory role, she serves as operations director and volunteer board member of the ReUp Foundation, Inc., a charitable organization focused on mentorship programs. Verity Asset Management is a multi-team SEC-registered advisory firm overseeing approximately $1.15 billion in assets and serving individuals, retirement plans, institutional clients, and other advisers. The firm employs a largely model-based investment process with tactical asset allocation and offers a range of portfolio management and financial planning services.

Ronald Stolman Jr. is a Series 65-licensed advisor with six years of experience at Advisor Resource Council and over 20 years associated with Stolman & Associates, LLC, a bookkeeping and tax business he owns. He is based in Dallas, TX. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities. The firm uses a combination of artificial intelligence tools and fundamental analysis to offer model and separately managed account strategies, as well as custom solutions, delivered through a network of investment adviser representatives.

Rhys Cooper is a CFP® with seven years of experience in financial advising, currently with Integrity Advisory Solutions since 2024. His prior roles include positions at Jarvis Financial Services, Shilanski & Associates, Financial Insights Wealth Management, and UBS. Outside his main firm, he is also a financial advisor with Silverleaf Wealth Management. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers a range of services including portfolio management, financial planning, retirement consulting, sub-advisory programs, and fiduciary management, using a variety of investment strategies and third-party platforms.

Douglas Mclemore is a financial advisor with Advisor Resource Council, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at Advisor Resource Council (formerly 360 Wealth Management) since 2012 and has been affiliated with LPL Financial since 2005. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting services. The firm uses a combination of artificial intelligence tools and fundamental analysis to offer model and separately managed account strategies, as well as custom solutions like option-based strategies.

Christopher Habedank is a financial advisor at Integrity Advisory Solutions with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Integrity Advisory Solutions, Namcoa, Infinite Wealth Advisors, LLC, and T. Rowe Price. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, using a combination of fundamental and technical analysis alongside various asset-allocation frameworks.

Wesley Darilek is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Investments, LLC, and Equitable Advisors. Hilltop Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional investors, offering a range of advisory and brokerage services through an open-architecture platform that incorporates third-party technology and firm-sponsored strategies. The firm is notable for its combination of custody, banking, and market-making capabilities alongside municipal bond strategies and specialty program services.

Marcus Egiebor is a financial advisor at Integrity Advisory Solutions with Series 63 and Series 65 credentials and four years of industry experience. He has held roles at Trust Access Firm, LLC and Insurance Access, where he manages insurance sales and estate planning activities. Marcus also serves as a managing general agent in the fixed insurance business. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing a variety of asset-allocation frameworks and third-party platforms to construct tailored investment portfolios.

Stephen Jones is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Hilltop Securities in various capacities since 2000. Hilltop Securities serves individual, high-net-worth, and institutional clients through both investment advisory and broker-dealer services. The firm offers a range of solutions including managed accounts, financial planning, retirement-plan advisory, and brokers execution and custody functions, utilizing an open-architecture platform with both third-party and firm-sponsored strategies.

Thad Ortez is a CFP® with 25 years of industry experience, currently with Ascentis Independent Advisors, LLC in Dallas, TX. He has worked at firms including Raymond James Financial Services and Wells Fargo Clearing Services. Ortez serves as a finance and investment committee member and deacon at Calvary Reformed Church and is CEO of Instlo, Inc. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a combination of discretionary management, third-party managers, and platform solutions tailored to client objectives.

Cristina Siles is a financial advisor with CX Institutional, LLC and holds a Series 65 designation. She joined CX Institutional in 2025 and has experience in education, having worked at several schools from 2016 to 2025. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across a variety of investment vehicles, supplemented by third-party technology for reporting and tax optimization.

Travis Floyd is a financial advisor with Advisor Resource Council, holding a Series 66 designation and 16 years of industry experience. His career includes roles at J.P. Morgan Securities, Edward Jones, and LPL Financial. Floyd also manages Travis Floyd Financial, LLC, a separate business entity focused on tax and investment matters. Advisor Resource Council is an SEC-registered advisory firm serving individuals, retirement plans, charitable organizations, and business entities. The firm integrates artificial intelligence tools with fundamental analysis to offer model and customized investment strategies through its AIQ platform, and it utilizes various third-party platforms to tailor solutions to client needs.

Ronald Rotthaus is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with BOK Financial Securities, Inc. and Bokf, NA since 2006. Rotthaus serves as an unpaid director of LifeBionix, Inc., dedicating limited time during evenings and weekends. BOK Financial Advisors serves a diverse client base including individual, high-net-worth, corporate, and institutional clients, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program alongside financial planning and consulting. The firm combines advisor-led client interaction with research-driven asset allocation and manager selection provided by its Strategic Investment Advisors.

Thomas Philipp is a CFP® and ChFC® with 27 years of experience in the financial services industry. He has worked at Geneos Wealth Management, Inc. since 2013 and has also been affiliated with the Professional Wealth Management Group since 2010. Outside of advising, he owns Professional Planning Group Inc. and is involved in managing several business entities. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and various institutional clients, with over $5.5 billion in assets under management. The firm offers financial planning, portfolio management, and access to third-party money managers through multiple programs that incorporate a range of investment strategies and account customization.

Brandi Adams 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 three years. 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 both discretionary and non-discretionary solutions across multiple platforms, including pooled investment funds, unified and separately managed accounts, and specialized services for practice transitions and dental service organizations.

Sheldon Benge is a CFP® professional with 18 years of industry experience, currently serving at Advisor Resource Council. He has worked previously with Goldman Sachs Wealth Services and Wells Fargo Clearing. Benge manages his advisory activities through Advisor Resource Council, where he is actively engaged. Advisor Resource Council is an SEC-registered firm serving individuals—including high net worth clients—retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with traditional fundamental analysis to offer model and separately managed account strategies alongside custom investment solutions.

Amanda Evans 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 Whitley Penn and Texas A&M University. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management primarily to dental healthcare professionals, individual investors, and trustees or plan sponsors of pension and profit-sharing plans. The firm also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Chase Moody is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX. He holds a Series 65 designation and began his advisory career in 2025 after graduating from Oklahoma State University. Prior to joining Quotient, he attended Cascia Hall Preparatory School. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management tailored to client risk profiles. The firm manages assets primarily through ETFs, mutual funds, individual securities, and third-party managers, applying fundamental and cyclical analysis to create diversified, factor-tilted portfolios.

April Harper is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 18 years of industry experience. She has been with Prospera Financial Services since 2008. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.