Paul Benge is a financial advisor with Advisor Resource Council based in Dallas, TX, holding Series 63 and Series 65 licenses and totaling 40 years of industry experience. His career includes roles at LPL Financial, Wells Fargo Clearing, and Citigroup Global Markets. He operates a registered investment advisory business under the DBA Benge Financial within Advisor Resource Council. 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 integrates artificial intelligence with fundamental analysis to offer model and separately managed account strategies under its AIQ platform, supplemented by third-party advisory programs and custom solutions.

Cole Staton is a financial advisor at Coppell Advisory Solutions LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Virtue Capital Management and C&M Financial Group, where he also serves as owner of an advisory and insurance business. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm utilizes an open-architecture platform with tailored investment strategies and a broad range of investment tools, managing over $1 billion in client assets.

Christopher Wigington is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Manarin Investment Counsel Ltd, and Securities America Advisors, Inc. He has been with Prospera Financial Services since 2014. 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 businesses, offering financial planning, portfolio management, and access to multiple advisory platforms.

Allan Peiser is a financial advisor at Prosperity - An EisnerAmper Company with 25 years of industry experience and holds a Series 66 designation. He has worked at several firms, including EisnerAmper and Avantax Advisory Services, Inc., and is also a contract partner at Eisner Advisory Group LLC, advising clients on tax transactions. Peiser is involved in theater production as a passive investor in the "Dear Evan Hansen" tours. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in assets and focuses on asset allocation and diversification, utilizing third-party Independent Managers and technology platforms to support its services.

Justin Davis is a CFP® professional with 25 years of industry experience. He is currently with Ascentis Independent Advisors, LLC and has held prior roles at Peak Brokerage Services, LLC, Impact Financial Strategies, LLC, Raymond James Financial Services, Inc., Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Outside of his advisory work, Davis is the owner and CEO of Impact Financial Strategies, LLC and is involved in offering disability insurance. Ascentis Independent Advisors serves individuals, high-net-worth clients, 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 range of investment strategies including discretionary management, third-party managers, and private direct investments, with portfolios actively monitored and rebalanced.

Richard Lee Jr. is a CFP® and CFA® with 38 years of industry experience. He has been with Lee Financial Corporation since 2010. He serves on the board of directors of Wynne/Jackson Inc., a real estate development firm, although he has not been active in this role for several years. Lee Financial Company, LLC provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based model focusing on tailored portfolios and also acts as investment adviser to private pooled investment vehicles.

Matthew Marcello is a CFP® with 19 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors. His prior roles include nine years at Apexium Financial LP and ten years at Purshe Kaplan Sterling. He is also an insurance agent licensed to sell life, health, and annuity products. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and corporate or institutional accounts. The firm offers customized investment strategies and supports various portfolio options, including ESG and faith-based investments, while also providing technology and practice platforms for independent advisors.

Gilbert Herrick Jr. is a financial advisor at Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has been with Momentum Independent Network since 2003. Outside of his advisory role, he serves on the finance committee of Wilshire Baptist Church. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory services within the Hilltop group.

Marc Liberman is a financial advisor at Aegis Capital Corp. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Morgan Stanley, B. Riley Wealth Advisors, and Morgan Stanley Private Bank. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, with a notable emphasis on non-discretionary client relationships.

Hameem Shah is a financial advisor at Ally Invest Advisors with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ally Invest Securities and as a self-employed advisor prior to joining his current firm. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, offering services such as ETF-based Robo Portfolios and Financial Advisor-delivered Personal Advice built on model portfolios with multiple risk tiers.

Jorge Espinoza is a financial advisor with Ally Invest Advisors in Lewisville, TX, holding Series 63 and Series 66 licenses and having five years of industry experience. His work history includes roles at Ally Invest Advisors and Ally Invest Securities, as well as positions at TIAA, Bank of America, Merrill, and Chase Bank. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interactions. The firm uses model portfolios based on Modern Portfolio Theory across multiple risk tiers and offers services including automated investing and personalized financial advice.

Samuel Acho is a financial advisor at AWM Capital, LLC with three years of industry experience. He holds a Series 65 designation and has worked with AWM Capital since 2022. Outside of his advisory role, Acho is the founder and president of Athletes for Justice, a nonprofit organization that mobilizes athletes to advocate for systemic change. He also serves as a board member at St. Mark's School of Texas and is vice president of Living Hope Christian Ministries, which organizes medical mission trips to Nigeria. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm emphasizes liability-driven investing and asset allocation, managing approximately $1.15 billion through a multi-team staff of 24 advisors.

Jennifer Armstrong is a CFP® with 24 years of industry experience. She has been with Lee Financial Corporation since 1997. Lee Financial Company provides fee-only financial planning and discretionary and non-discretionary portfolio management to a range of clients including individuals, families, trusts, charitable organizations, and employer retirement plans. The firm operates with a team-based model centered on its WholeVision™ planning framework and manages both traditional portfolios and affiliated private partnerships.

Frank Zaccardo is a financial advisor with Kingswood Wealth Advisors, LLC in Plano, TX. He holds Series 63 and Series 65 credentials and has 22 years of industry experience, including prior roles at LPL Financial and Merrill. Outside of his advisory work, he operates a personal photography business, Gump Productions. Kingswood Wealth Advisors serves a diverse client base, including retail and institutional investors, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs a tailored, open-architecture investment approach and is notable for its integration with affiliated financial entities and its operational model supporting 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 11 years of industry experience, currently serving as a financial advisor at Krilogy since 2023. Prior to joining Krilogy, he worked at Phlox Capital Management, LLC for eight years. He also provides voluntary, non-compensated investment advisory consultation to a hospital retirement plan committee. Krilogy serves a diverse client base including high-net-worth individuals, corporations, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy with tactical adjustments and offers a range of services such as portfolio management, financial planning, and corporate retirement plan consulting.

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.