Donald Hubbard is a CFP® professional with 26 years of industry experience, currently serving at Advisor Resource Council since 2016. He has also been affiliated with LPL Financial since 2008. Outside of his advisory roles, he serves as a deacon at NorthSide Baptist Church in Weatherford, TX. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting through a network of investment adviser representatives. The firm employs actively managed strategies combining artificial intelligence tools with fundamental analysis across various asset classes and offers both discretionary and nondiscretionary portfolio management.

James Warburton is a CFP® professional at Quotient Wealth Partners, LLC with 10 years of experience in financial advising. He previously worked for Goldman Sachs Personal Financial Management from 2013 to 2023. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and both discretionary and non-discretionary wealth and investment management. The firm uses tailored investment programs based on client risk profiles and employs a mix of fundamental and cyclical analysis to create diversified, factor-tilted portfolios.

William Houser is a Series 65 credentialed advisor at Eversource Wealth Advisors, LLC with eight years of industry experience. He has a legal background, having worked at Houser Law Firm, P.C. since 2017 and previously at Houser & Flournoy, P.C. and Jordan, Houser & Flournoy, LLP for 12 years. Houser also maintained a role at Aligned Advisors, LLC for nine years prior to joining Eversource. Eversource Wealth Advisors serves a diverse clientele including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, consulting services, and provides turnkey asset management and sub-advisory services through a national network of advisors employing multiple investment platforms and values-based strategies.

Renee Matheson is a financial advisor at Hilltop Securities Inc. in Dallas, TX, with two years of industry experience. She holds Series 66 and Series 63 designations and previously worked at Charles Schwab & Co., Inc., as well as in roles outside finance including hospitality and full-time education. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity solutions. The firm provides an open-architecture platform combining third-party and firm-sponsored strategies, along with custody, banking, and market-making capabilities.

Douglas Bryan is a financial advisor at Simplicity Wealth with eight years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including USA Financial Securities and LifePro Asset Management. Outside of his advisory role, he is the owner and director of Insight College & Financial Solutions, where he educates clients on the college admissions and financial aid process and provides related insurance products. He also serves on the Board of Directors for the Children First Counseling Center and is a member of the Grand Prairie Metro Rotary. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional entities, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, with model portfolios that are actively monitored and rebalanced. It also offers technology and operational support to advisers through a private-label asset management platform and a third-party advisory model marketplace.

Christopher Scott II is a financial advisor with Merit Financial Advisors in Lewisville, TX, holding a Series 65 designation and three years of industry experience. His prior roles include positions at CX Institutional, LLC, Homrich Berg, and Florida Financial Advisors. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving around 20,000 clients across 66 offices and managing $23.9 billion in client assets. The firm offers wealth-management services such as asset management, financial planning, and retirement plan advice, employing a long-term, diversified investment approach managed by an internal team and investment committee.

Jacqueline Finley is a CFA® charterholder with 34 years of industry experience, currently affiliated with Momentum Independent Network Inc. She has held positions at Westwood Advisors, LLC since 2019 and has been associated with Foreside Fund Services, LLC and Westwood Holdings Group, Inc. since 2008 and 1995, respectively. Outside of her advisory roles, she is a private independent health insurance agent and co-general partner of an investment holding partnership. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement clients with investment advisory, financial planning, and brokerage services. The firm offers both discretionary and non-discretionary portfolio management solutions, integrating broker-dealer operations with municipal advisory and banking capabilities within the Hilltop group.

Marques Glaze is a financial advisor at CX Institutional, LLC in Dallas, TX, holding a Series 65 license with seven years of industry experience. His career includes roles at Fisher Investments and PNC Capital Advisors LLC. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis, supplemented by third-party technology platforms to support reporting and tax-efficient asset management.

Gretchen Harder is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX. She holds the Series 65 designation and has recently begun her career in the financial industry. Her prior work experience includes roles in education and research at institutions such as the University of Colorado Boulder and Carroll Senior High School. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non‑high‑net‑worth and high‑net‑worth clients. The firm provides financial planning, consulting, and discretionary and non‑discretionary wealth and investment management, using tailored investment programs primarily implemented through ETFs, mutual funds, individual securities, and third‑party managers.

Robert Borowczak is a financial advisor with Northern Trust Securities, Inc. in Dallas, TX, holding a Series 66 designation and possessing 21 years of industry experience. He has been with Northern Trust Securities since 2011. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a wrap fee program, serving high-net-worth individuals, retail investors, and institutional clients with model-driven strategies that integrate proprietary and third-party investment products.

Abigail Valentine is a CFP® professional with 10 years of industry experience. She is currently with Advisor Resource Council and previously worked at The Vanguard Group, Inc. and LPL Financial. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, retirement plan consulting, and referrals to third-party money managers and LPL advisory programs. The firm uses actively managed strategies combining artificial intelligence tools with fundamental analysis across various asset classes and offers both discretionary and nondiscretionary portfolio management.

Clayton Fisher is a CFP® and holds a Series 66 license with 21 years of industry experience. He is currently with Arax Advisory Partners and has prior experience at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Arax Advisory Partners is an SEC-registered multi-team wealth manager with over 200 advisors, overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation.

Lal Echterhoff is a CFA® charterholder with 34 years of industry experience. He is affiliated with Level Four Advisory Services in Dallas, TX, where he has worked since 2013. Prior to and concurrently, he has been involved with Level Four Capital Management and Harbor Financial Services. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and state and municipal entities. The firm provides financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, multiple custodians, and a mix of firm-sponsored and third-party platforms.

Maggie Robertson is a financial advisor at Advisor Resource Council with a Series 66 designation and one year of industry experience. Her prior work includes roles in education and a position at Texas Leaguer Brewing Company. 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 uses actively managed strategies that integrate artificial intelligence with traditional fundamental analysis and provides both discretionary and nondiscretionary portfolio management options.

Matthew Mcguire is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Parallel Advisors, LLC since 2019 and previously spent 13 years with Heritage Trust Company and Argent Institutional Services, LLC. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies using fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms to manage tax-efficient rebalancing and held-away accounts.

Wesley Shindler is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with Prospera since 2000. Outside of his advisory role, he owns and manages two trucking companies focused on leasing cabs and tractors. 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 programs and platforms.

Reiss Holt is a financial advisor with International Assets Investment Management, LLC in Dallas, TX. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining International Assets Advisory and Megatel Capital Investments, he worked at TIAA-CREF Individual & Institutional Services and Raymond James & Associates. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisors. The firm offers customized long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may utilize third-party managers and wrap programs as part of its investment approach.

Mike Greiner is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at World Financial Group and Virtue Capital Management, among others. Greiner also owns Texas Elite Benefits, where he markets and sells life insurance and annuities. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a model-driven investment approach based on technical and quantitative methods and offers multiple program options, including access to third-party managers and an ETF-only portfolio choice.

Lesley Pinckard is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Mutual of Omaha Investor Services since 2017 and previously at Wealth Watch Advisors LLC. In addition to her advisory role, she serves in leadership positions in local insurance organizations, including NAIFA Fort Worth and WIFS DFW Chapter. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, delivering managed solutions primarily through platform relationships with Envestnet and Pershing.

Craig Chandler is a Series 65-licensed advisor with Integrity Advisory Solutions in Dallas, TX, and has four years of industry experience. He is also the president of Chandler Wealth Management, which provides safe money solutions through fixed annuities and life insurance, and leads Crown Financial Marketing, a firm distributing annuity and life insurance products to independent advisors. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing various asset-allocation strategies and third-party platforms to tailor client portfolios.