Sheldon Benge is a CFP® professional with 18 years of experience, currently advising at Advisor Resource Council in Dallas, TX. He has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) and affiliated with LPL Financial since 2016. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises with asset management, financial planning, and retirement plan consulting. The firm utilizes AIQ model portfolios alongside fundamental analysis and offers tailored strategies for different account sizes, including options for high-net-worth clients.

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 at Prospera Financial Services, Inc. in Dallas, TX, with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Prospera since 2008. Prospera Financial Services is a multi-team advisory firm with 271 advisors overseeing 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 programs and platforms.

Thadius Beavers is a financial advisor at M Holdings Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including E*TRADE Securities LLC and TIAA-CREF. He was also involved with Level Four Advisory Services as a branch manager and supervisory principal. M Holdings Securities, Inc. serves a range of clients, including individuals, retirement plans, and charitable organizations, offering advisory and brokerage services through a nationwide network of independent firms and professionals. The firm provides discretionary and non-discretionary investment management, retirement plan consulting, and financial planning, supported by platform providers and sub-advisory relationships.

Kenneth Price is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 29 years of industry experience. He worked previously at MICG Investment Management, LLC from 2001 to 2009 before joining Prospera in 2009. Outside of his advisory role, he is co-owner of PricePerkins LLC, an insurance agency, and volunteers for Staples Mill Road Baptist Church. Prospera Financial Services 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 including their proprietary Summit programs and third-party platforms like Envestnet and SEI.

Donald Genord III is a financial advisor with Level Four Advisory Services, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His prior roles include positions at Raymond James Financial Services and Concurrent Advisors. In addition to his advisory work, he is also an insurance agent with FIg Marketing. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, and fiduciary services, implementing client mandates through model portfolios and various wrap platforms or unaffiliated sub-advisors.

Hilary Pluemer is a CFP® with 37 years of experience in the financial industry. She has been with Prospera Financial Services, Inc. since 2015 and previously worked at Avantax Advisory Services from 2003 to 2009. Outside of her advisory role, she is the owner and sole proprietor of a business consulting firm that provides services to a retail clothing store. 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 programs and platforms.

Mary Sargent is a financial advisor at Level Four Advisory Services with 16 years of industry experience. She holds a Series 66 designation and has worked at Level Four Advisory Services since 2015, previously spending six years at LPL Financial. Outside of her advisory role, she serves as a fitness instructor at the Wilson Family YMCA and is a board member of the Wilson Downtown Development Corporation. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of internal and third-party management solutions.

Jason Dempsey is a CFP® with 24 years of industry experience. He is currently with USAA Investment Services Company and USAA Life Insurance Company, having previously worked at Charles Schwab Bank, Charles Schwab and Co., and various USAA affiliates. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members through phone and digital channels, facilitating referrals to third-party broker-dealers or advisers rather than managing client assets directly.

Nicholas Lopez is a financial advisor at Retirement Planners of America with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Fisher Investments and J.P. Morgan Securities. Retirement Planners of America provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and retirement plan participants, primarily through a wrap-fee investment program. The firm employs an “Invest and Protect” approach focused on capital preservation and tactical rebalancing using model portfolios composed largely of ETFs and mutual funds.

Karen Meinz is a Series 66-licensed financial advisor with 19 years of industry experience. She has worked at Advisor Resource Council since 2013, including its DBA 360 Wealth Management, and was previously associated with LPL Financial, LLC. Meinz is also involved in selling non-variable insurance through Fidelity Financial. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting. The firm utilizes actively managed strategies that combine artificial intelligence tools with fundamental analysis across various asset classes.

Colin Bindner is a Certified Financial Planner® (CFP®) with 12 years of industry experience. He has worked at True North Advisors, LLC since 2019 and spent six years with United Capital Financial Advisers, LLC prior to that. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets. The firm serves very high net worth and ultra-high net worth individuals, corporate pension and profit-sharing plans, trusts, estates, foundations, and other business entities, offering comprehensive financial planning, portfolio management, and wealth advisory services with an investment approach focused on fundamental, bottom-up analysis and broad diversification across equities, fixed income, diversifiers, and private investments.

Brian Weatherly is a CFP® professional with 13 years of industry experience, currently serving at Quotient Wealth Partners, LLC. His prior experience includes roles at Mercer Allied Company, Goldman Sachs Personal Financial Management, and several other financial firms. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm offers tailored financial planning and investment management, using diversified, factor-tilted allocations and technology to manage held-away accounts, supported by a multi-advisor team managing approximately $4.9 billion in assets.

Christopher Fess is a financial advisor at KCD Financial, Inc. in Frisco, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including over 22 years with KCD Financial and a prior year at SPC. Outside of advising, he owns and operates an insurance business focusing on long-term care, health, disability, and life insurance products. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individual and institutional clients with asset management, financial planning, and portfolio appraisal services. The firm employs a range of strategies tailored to clients’ goals and risk tolerances and utilizes third-party management platforms alongside in-house due diligence.

Valentin Lukasik is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 65 designation and one year of industry experience. Prior to joining Advisor Resource Council, he worked at Societe Generale and Financiere Tiepolo and has a background as a full-time student. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and consulting services through a network of Investment Adviser Representatives. The firm’s investment approach integrates artificial intelligence tools with traditional fundamental analysis across various model portfolios and separately managed accounts.

Laura Young is a Series 66 registered advisor with Hilltop Securities Inc. in Dallas, Texas, where she has worked since 2019. She has three years of industry experience and prior work history includes positions at Costco, Allen Public Library, Party City, and ToysRUs. Hilltop Securities serves individual, high-net-worth, and institutional clients through advisory and broker-dealer services on an open-architecture platform. The firm combines custody, banking, and market-making capabilities, offering managed accounts, retirement-plan consulting, and municipal bond strategies.

Denise Clifton is a financial advisor at Arax Advisory Partners with 20 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at U.S. Capital Wealth Advisors, LLC. Outside of her advisory role, Clifton has served as past president and board member of the Grand Prairie ISD Education Foundation and is a board member of the Grand Prairie Chamber of Commerce. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, and is known for its use of performance-based fee arrangements and carried-interest structures in certain accounts.

Tara Howey is a financial advisor with Advisor Resource Council, holding Series 63 and Series 66 licenses and having 15 years of industry experience. She has been with Advisor Resource Council (360 Wealth Management, LLC) since 2018 and also maintains an affiliation with LPL Financial since 2016. Outside of advisory work, she is involved as a co-owner of an insurance agency, Harvest Concepts LLC dba Paragon Insurance Agency. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, retirement plan consulting, and access to third-party money managers and advisory programs. The firm employs AIQ model portfolios combined with fundamental analysis and coordinates estate-planning services through independent attorneys, providing options tailored to various client asset levels.

Jack Barker is a CFP® with seven years of industry experience, currently with The Mather Group, LLC in Dallas, TX. His prior roles include positions at EQ Wealth Advisors, FSC, BFS Advisory Group, Fidelity Brokerage Services LLC, Northwestern Mutual, and North Star Resource Group. Barker also worked at the University of Texas at Austin from 2015 to 2018. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with risk-based allocation models and tax-synchronized portfolio construction, offering customization options including direct indexing and ESG factor portfolios.