Adam Lucart is a Series 66-licensed financial advisor with eight years of industry experience. He currently works at Principal Advised Services in Corinth, TX, and has prior experience at Charles Schwab & Co., Inc. and Fidelity Brokerage Services, LLC. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. As part of the Principal Financial Group family, the firm combines proprietary models and third-party methodologies to deliver advice supported by dedicated governance and supervision teams.

Richard Megica Jr. is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has worked at The Mather Group, LLC since 2016 and previously held roles at Charles Schwab Bank and Charles Schwab from 2012 to 2016. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and customized portfolio options, combining technology tools with human oversight.

Trey Waite is a CFP® professional with six years of industry experience, currently with LEE Financial Company, LLC since 2019. His prior experience includes roles at Sullivan Bruyette Speros & Blayney, LLC and Texas Tech University. LEE Financial Company 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 centered on its WholeVision™ planning framework and manages tailored portfolios that may include a variety of investment vehicles, while also serving as General Partner and Investment Manager for several affiliated private partnerships.

William Skelton is a Series 66-licensed financial advisor with Hilltop Securities Inc. in Dallas, TX, where he has worked since 2009. He has 25 years of industry experience. Outside of his advisory role, he serves as Finance Chair on the Board of Directors for Friends of the University Park Library and is Chairman of the City of University Parks Parks Committee. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs on an open-architecture platform and sponsors municipal bond strategies co-advised by Franklin Templeton Group, LLC.

Gregory Williams is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at Level Four Advisory Services since 2021 and Harbor Financial Services since 2007. Additionally, he owns and operates Personalized Service Insurance Agency, where he provides senior insurance products including Medicare supplements and fixed annuities. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion in assets for a diverse client base that includes individuals, retirement plans, corporations, and nonprofit organizations. The firm offers fee-only financial planning and asset management, utilizing model portfolios and both affiliated and unaffiliated sub-advisers.

Richard Bennett is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Advisor Resource Council since 2013 and has worked with LPL Financial since 2008. Outside of advisory roles, he is involved in non-variable insurance sales and tax preparation on a limited basis. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting through a network of investment adviser representatives. The firm utilizes actively managed strategies combining artificial intelligence with fundamental analysis across diversified portfolios, including equities, fixed income, alternatives, and options-based techniques.

John Wilkinson is a financial advisor with Wedbush Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Wedbush Securities since 2010. Outside of his advisory role, Wilkinson serves as a director of the Ted Nash Long Life Foundation, a private foundation based in Waco, TX. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account structures. The firm combines broker-dealer, capital markets, custody, and clearing services, with particular activity in commodities and derivatives.

John James II is a financial advisor at Concurrent Investment Advisors, LLC in Dallas, TX. He holds a Series 65 credential and has been in the industry since 2024. His prior experience includes roles at Wealth Partners Alliance, P2 Pathway Public Affairs, and the London School of Economics. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach with customized portfolios and manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates.

Ashley Hodge is a CFP® professional with 32 years of industry experience, currently serving as an advisor at Advisor Resource Council since 2019. Prior to this, she worked at FWPAM, L.L.C. and LPL Financial, LLC, with over two decades at LPL Financial. Outside of her advisory work, she operates a Baylor fan website, sicem365.com. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering a range of asset management and financial planning services. The firm employs a combination of artificial intelligence tools and fundamental analysis in its investment approach, providing tailored portfolio strategies and coordinating estate-planning document preparation through independent legal professionals.

Catherine Sagarsee is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding a Series 66 designation and two years of industry experience. She has worked across several roles within BOK Financial entities since 2021 and has prior experience at Chipotle and Benedictine College. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining proprietary research and model strategies, and benefits from its affiliation with a bank holding company and related investment entities.

Allie Jones is a financial advisor at Cain, Watters & Associates, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at KPMG LLP for six years. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension or profit-sharing plan trustees and sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and manages donor-advised funds through Schwab Charitable.

Jamie Conlon is a CFP® and ChFC® professional with 11 years of experience in the financial services industry. He has worked at firms including John Hancock, Fidelity & Guaranty, and AIG Capital Services before joining Mutual of Omaha Investor Services, Inc. in 2026. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through Envestnet and uses Pershing as custodian, with advisors recommending model portfolios and serving as client contacts for third-party managers.

Douglas Heagren is a CFP® professional with 20 years of experience in financial advisory roles. He has worked with Advisor Resource Council since 2014 and LPL Financial from 2011 to 2025. Heagren is involved in several educational and consulting ventures related to financial planning and college advising. Mergent Wealth, LLC is a state-registered investment adviser operating solely as a solicitor, referring clients to third-party registered advisers without directly managing portfolios. The firm combines referral-based advisory services with insurance product sales and does not charge clients percentage-of-assets fees.

Scott Proctor is a financial advisor at Level Four Advisory Services with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and LPL Financial. Outside of advisory work, he serves as president of the M.E.S Team Foundation, a nonprofit focused on children’s charity. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across a diverse client base that includes individuals, 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 mix of internal and third-party management options.

Adam Dowlen is a financial advisor at Coppell Advisory Solutions LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at HBW Advisory Services and Williams & Kunkel CPA. Outside of advisory work, he operates Add Em Up Taxes, providing tax return preparation and tax savings advice. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses tailor-made asset allocation models combined with fundamental and technical analysis, implementing strategies on a discretionary basis aligned with client objectives.

David Martin is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Advisor Resource Council (formerly 360 WEALTH MANAGEMENT, LLC) since 2012 and has also been associated with LPL Financial since 2011. Outside of his advisory work, he is involved with an internet business, Temojo, LLC. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and retirement plan consulting. The firm combines actively managed strategies with AI tools and traditional analysis, delivering discretionary and nondiscretionary portfolio management through its network of investment adviser representatives.

Elijah Focht is a financial advisor at Advisor Resource Council with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at LPL Financial and Northwestern Mutual, as well as diverse experience in other sectors such as sanitation, banking, and retail. He has also been involved in managing a coffeehouse. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and consulting services. The firm utilizes AI-driven model portfolios combined with traditional analysis and provides access to estate-planning coordination through independent legal professionals.

Jo Anna Dossman is a financial advisor at Retirement Planners of America with 20 years of industry experience. She holds the Series 66 designation and previously worked at firms including Concourse Financial Group Securities and AIG Capital Services. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program for individuals, high-net-worth clients, and retirement plan participants. The firm employs an "Invest and Protect" approach focusing on capital preservation and tactical rebalancing using model portfolios and discretionary authority.

Ricky Sanford is a financial advisor at Level Four Advisory Services with 35 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked with firms including Edward Jones, Cetera, Columbia Bank, and Harbor Financial Services. Level Four Advisory Services is an SEC-registered enterprise investment 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, asset management, and retirement plan advisory services, utilizing model portfolios and a mix of direct management and sub-advisers.

Stephen Ferrell is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2013 and also has a long-term association with LPL Financial beginning in 2011. Outside of his advisory roles, he is a partner in Carpe Via Travel, a travel agency. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and retirement plan consulting. The firm integrates artificial intelligence tools with traditional fundamental analysis through a range of model portfolios and separately managed accounts tailored to different client needs.