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.

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.

Leslie Benge is a financial advisor at Advisor Resource Council with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Wells Fargo Clearing, and Citigroup Global Markets. In addition to her advisory role, she is active as a licensed real estate broker with Homes In Sync Realty Services. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with fundamental analysis to offer model and separately managed account strategies, as well as customized solutions like option-based strategies.

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.

Deborah Cornes is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Facet. Her prior experience includes roles at Baker Avenue Asset Management, EPIQ Capital Group, and Fidelity Investments. Outside of finance, she has worked in community and recreational settings including the YMCA of the Rockies and Camp Mystic for Girls. Facet Wealth offers subscription-based financial planning and discretionary investment management to individuals, utilizing model-based asset allocations with a focus on exchange-traded funds and technology-driven processes. The firm serves a broad client base through phone, video, and a proprietary web platform, emphasizing an integrated planning approach across its multi-advisor team.

Dean Di Mento is a Series 65-credentialed advisor with Integrated Advisors Network LLC in Dallas, TX. He began his advisory career in 2026 after graduating from High Point University in 2026. Prior to joining Integrated Advisors Network, he was associated with Select Wealth Advisers and has experience at Memphis University School. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting, utilizing a range of investment approaches including fundamental and quantitative analysis, and access to third-party managers through wrap-fee programs and Managed Account Solutions.

Susan Iverson is a CFP® with 26 years of experience in the financial services industry. She is currently with Advisor Share Wealth Management, LLC and has previously worked at firms including Financial Gravity Wealth, Inc., Robertson Wealth Management, and Mass Mutual Investors Services. She is also involved with SYNERGY Business Resources, where she has been active for 10 years. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform for independent advisers, typically implementing client strategies through third-party sub-advisers and model portfolios.

Jonathan Mcclellan is a financial advisor at Hilltop Securities Inc. with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Hilltop Securities since 2019, following prior roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Hilltop Securities serves individual, high-net-worth, and institutional clients through advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement-plan consulting, and a range of municipal bond and specialty investment strategies while providing custody, banking, and market-making capabilities.

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.

Kevin Carswell is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at LPL Financial, Citigroup Global Markets, and Morgan Keegan & Company. He is also involved in disability and non-variable insurance activities. 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 combines artificial intelligence tools with traditional fundamental analysis to offer a range of model and separately managed account strategies through its AIQ platform.

Zachary Wagner is a CFP® with six years of industry experience, currently serving as a financial advisor at Prospera Financial Services, Inc. He previously worked at Wells Fargo Advisors and Ameriprise. Wagner is based in Dallas, TX. Prospera Financial Services is a multi-team advisory firm with over 270 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.

Ethan Shaff is a financial advisor at Level Four Advisory Services with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Level Four Capital Management and Texas Capital Bank Private Wealth Advisors. He maintains life insurance licensing, though he is not currently active in selling insurance. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, portfolio management, retirement-plan consulting, and fiduciary services, often implementing client strategies through model portfolios and both affiliated and unaffiliated sub-advisors.

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.

Mark Callahan is a financial advisor at Aptus Capital Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Aptus since 2019. His prior experience includes working at Esposito Securities, LLC from 2016 to 2018. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and provides services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses primarily ETF-based strategies combining technical and fundamental analysis, manages portfolios on a discretionary, model-driven basis, and offers a variety of advisory and investment services including portfolio management, financial planning, and options overlay solutions.

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.