Tyson Pointer is a financial advisor at Triad Wealth Partners, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at GWN Securities, Inc, as well as in roles at the University of Texas-Arlington and Jesuit College Prep School of Dallas. Outside of his advisory work, he is involved as a financial representative in a life insurance and financial services business. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, third-party manager access, and financial planning services. The firm employs a strategic asset allocation process overseen by an investment committee and supports diversified investment strategies tailored to client objectives.

Brian Fox is a financial advisor with Prospera Financial Services, Inc. in Grapevine, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Merrill, and Edward Jones. Outside of his advisory work, Fox is involved in real estate development and sales through his participation in BG Fox, LLC and Foxhawk, LLC. 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 platforms with a variety of management options.

Richard Mc Coy is a Series 66-licensed financial advisor with Level Four Advisory Services in Dallas, TX, bringing 25 years of industry experience. He has been with Level Four Financial and its affiliated entities since 2006. Outside of his advisory role, he is a partner involved in office management at GHMYS Group, LLP. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across a diverse client base, including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning and asset management, employing model portfolios developed internally or through sub-advisers, and features vertically integrated financial capabilities including affiliated trust services.

Judson Crawford is a financial advisor at Cain, Watters & Associates, LLC with 20 years of industry experience. He holds a Series 65 designation and has been with Cain, Watters & Associates, P.L.L.C. since 2008. Mr. Crawford has a minority ownership interest in Tectonic Financial, Inc., a publicly traded company with several financial industry affiliates, and holds ownership stakes in related entities that provide business services to clients in specific industries. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management primarily to dental healthcare professionals, individual investors, and pension or profit-sharing plan sponsors. The firm combines CPA/accounting services with multiple investment programs, including pooled collective funds and separately managed accounts, and maintains a formal affiliation with a banking institution to support its client offerings.

Ather Naqi is a financial advisor at Ally Invest Advisors with nine years of industry experience. He holds a Series 66 license and has worked at several firms, including USAA Investment Services Company and J.P. Morgan Securities. Outside of his advisory role, Naqi umpires cricket games for the Dallas Cricket League and the North Texas Cricket Association. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through largely web-based solutions and virtual interaction. The firm offers ETF-based Robo Portfolios and Financial Advisor-delivered Personal Advice, using model portfolios built on Modern Portfolio Theory and a range of risk tiers.

James Parry Sr. is a ChFC® credentialed financial advisor with 36 years of industry experience. He has been with Arkadios Wealth Advisors since 2019 and previously worked at Triad Advisors, Inc. and his own firm, Parry Financial Advisors LLC, which he continues to operate. Outside of advisory work, he is involved as a licensed settlement broker in life settlements and works as a life insurance agent. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various internally managed and third-party strategies, combining fundamental, technical, and cyclical investment analyses.

David Geschke is a financial advisor at Level Four Advisory Services with 35 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at The Mather Group, Lincoln Investment, Capital Analysts, Avantax Investment Services, and Hilltop 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 provides financial planning, portfolio management, retirement plan consulting, and access to third-party money managers through model portfolios and various wrap platforms.

John Bryan is a financial advisor at Level Four Advisory Services with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Level Four Advisory Services since 2021, also associated with Level Four Financial, LLC since 2010. Outside of his advisory work, he serves as president and team manager of the Evanston Adult Hockey Association, a sports club he started in 2023. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of direct management, affiliated sub-advisers, and third-party managers.

George Pedraza is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63 and Series 66 licenses and having 31 years of industry experience. His prior roles include positions at Merrill, CAPTRUST, Covenant, Wells Fargo, and UBS Financial Services. Outside of his advisory work, Pedraza serves as a board member for several educational organizations, including Keystone School and the Riverwalk Education Foundation, and is a general partner managing a limited partnership. BOK Financial Advisors (BOKFA) serves a diverse client base, including individuals, high-net-worth, corporate, and institutional clients, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, as well as financial planning and consulting. The firm combines advisor-led client contact with research-driven asset allocation and manager selection provided by its Strategic Investment Advisors.

Kelly Landen is a financial advisor at BOK Financial Securities, Inc. in Plano, TX, holding a Series 66 designation with three years of industry experience. Prior to joining BOK Financial Securities, Landen worked at JPMorgan Securities LLC and Goldman Sachs. Outside of financial advising, Landen serves as secretary and board member for McCann Holdings LLC. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with tailored asset allocations.

Smitha Thomas is a CFP® professional with 20 years of experience in the financial industry. She has worked at Wealthcare Advisory Partners LLC since 2019 and previously held roles at LPL Financial and Independent Financial Partners. She is also a licensed insurance agent. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets and serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that incorporates behavioral economics and quantitative measures to build long-term portfolios.

Arthur Salmon is a financial advisor with BFC Planning, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with BFC Planning and Berthel Fisher & Company Financial Services since 2012. Outside of financial services, he is involved in an e-commerce business distributing automotive parts. 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 with approximately $3.8 billion in assets under management and offers flexible fee arrangements and a variety of investment program structures through independent advisory representatives.

Hayden Lusk is a financial advisor at Sagespring Wealth Partners with CFP® and Series 66 credentials and four years of industry experience. Prior to joining Sagespring in 2022, he worked at Raymond James Financial Services, Inc., Raytheon Technologies, The Boeing Company, and Best Buy. Sagespring Wealth Partners serves a diverse client base, including individual households across wealth levels and various institutional clients such as retirement plans, banks, insurance companies, and sovereign wealth funds. The firm provides discretionary investment management, financial planning, and retirement plan consulting, employing tailored portfolios that incorporate fundamental and technical analysis alongside multi-team resources and third-party manager relationships.

Sherrie Smith is a financial advisor at EverSource Wealth Advisors, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at firms including Eventide Asset Management, Northern Lights Distributors, and Foreside Fund Services. Outside of her advisory roles, she has been involved with White Rock Rowing. EverSource Wealth Advisors serves a diverse client base, including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory and consulting services through multiple investment programs and a private markets platform, providing both advisory and sub-advisory solutions.

Bradley Weddle is a Certified Financial Planner™ with 37 years of industry experience. He has been with Advisor Resource Council since 2013 and also maintains a long-standing affiliation with LPL Financial beginning in 2007. Weddle teaches a Retirement Planning Today course for Mesquite Independent School District Community Education. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and retirement plan consulting. The firm combines artificial intelligence tools with fundamental analysis to offer model and custom investment strategies through its AIQ platform, while also utilizing third-party advisory programs to tailor solutions to client needs.

Karen Lessard is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her career includes roles at Raymond James Financial Services, Concorde Investment Services, and Woodbury Financial Services. Level Four Advisory Services is an SEC-registered enterprise adviser managing over $5 billion across 115 advisors and serves a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, discretionary and non-discretionary asset management, and retirement plan advisory services, utilizing model portfolios developed internally or through sub-advisers.

Micah Adams is a CFP® professional with three years of industry experience. He is currently with Cain, Watters & Associates, LLC and has previously worked at Strata Wealth Advisors, True North Advisors, Aspiriant, and several other firms. Cain, Watters & Associates, LLC 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.

Jennifer Lander is a financial advisor at Realta Investment Advisors, Inc. in Dallas, TX, with 12 years of industry experience. She holds a Series 66 designation and previously worked at Titan Securities for nine years. Outside of her advisory role, she operates under the DBA Lonestar Wealth Advisors and is licensed to sell fixed insurance products in Texas. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, pension and profit-sharing plans, and institutional clients. The firm focuses on individualized advice and employs a wide range of investment strategies, including asset allocation across various asset classes, with institutional resources and third-party manager programs.

Everett Franks is a financial advisor at Coppell Advisory Solutions LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at firms including Capital City Financial Partners and Integrated Advisors Network, LLC. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individual and institutional clients. The firm uses an open-architecture platform with internally developed and independent asset allocation models, employing both fundamental and technical analysis to implement tailored investment strategies.

Marco Silva is a financial advisor at SageSpring Wealth Partners with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Voigt-Abernathy. Before entering the financial sector, Silva spent three years at Callaway Golf. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and serving a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management and financial planning through a goals-based approach, utilizing asset allocation, monitoring, and a range of investment strategies, while also providing services to less-common client types such as sovereign wealth funds and banking institutions.