George Decell is a financial advisor with BOK Financial Private Wealth, Inc. in Plano, TX. He holds a Series 66 designation and has eight years of industry experience. Prior to joining BOK Financial, he worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. BOK Financial Private Wealth, Inc. provides discretionary and limited non-discretionary investment management, wealth advisory, and financial planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm employs a team-based investment process informed by research from BOKF, NA’s Strategic Investment Advisors group and benefits from integration with its broader financial holding company, offering custody, trust, and administrative support alongside affiliated institutional investment capabilities.

Curtis Williams is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Addison, TX, holding the CFP®, CFA®, and Series 63 designations. He has nine years of industry experience, all with CliftonLarsonAllen since 2017 except for a one-year gap in 2016-2017. Outside of his advisory role, he serves as a professional educator and grader for the CFA Institute. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm combines RIA fiduciary services with broker-dealer and insurance activities and employs a multidisciplinary planning approach supported by its parent firm, CliftonLarsonAllen LLP.

Jonathan Fowler is a financial advisor with USAA Investment Services Company in Plano, TX. He holds Series 65 and Series 63 licenses and has five years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Schwab Wealth Advisory, Inc. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members through phone and digital channels, delivering Retirement Income Strategy Reports and facilitating referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Sergio Nunez is a financial advisor with Ally Invest Advisors and holds a Series 66 designation. He has two years of industry experience, including previous roles at Merrill and various financial institutions. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction. The firm employs model portfolios based on Modern Portfolio Theory and offers both automated investing and Financial Advisor-delivered Personal Advice services.

Kenia Jones is a financial advisor at Balefire, LLC with five years of industry experience. She holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and LPL Financial. Jones has also worked for the Legislative Counsel Bureau. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach, offering discretionary asset management and comprehensive financial planning through a platform with approximately $2 billion in regulatory assets.

Nicholas Moore is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Advisor Resource Council since 2022. He previously worked at Artemis Capital Advisers, LP and Charles Schwab. Outside of his advisory role, he is a senior trader at AIQ Asset Management. Advisor Resource Council is an SEC-registered adviser that serves individuals, retirement plans, charitable organizations, and business entities with a combination of asset management, financial planning, and consulting services. The firm integrates artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies under its AIQ platform, alongside custom solutions and third-party advisory programs.

Michael Travis is an investment advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Stockcross Financial Services, Inc., Fiserv Investor Services, Inc., and Tradestar Investments, Inc. He divides his time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm uses a web-based AdvisorNXT platform incorporating Modern Portfolio Theory and offers portfolio management and execution within a wrap-fee structure, with a notable emphasis on non-discretionary arrangements and access to third-party and independent managers.

Justin Brown is a financial advisor at Grimes & Company with three years of industry experience. He holds a Series 65 designation and has previously worked at Mercer Advisors, Capital Investment Advisors, and Genesis Asset Management. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, and government entities. The firm builds customized investment strategies using proprietary research and portfolio-management systems and offers trustee services in addition to acting as a sub-adviser for other investment advisers.

William Luckey II is a financial advisor at LEE Financial Company, LLC in Dallas, TX, holding a Series 65 designation with 19 years of industry experience. He has been with Lee Financial Corporation since 2007. Outside of his advisory role, he is involved in a real estate, financing, and database consulting business. 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 approach centered on its WholeVision™ planning framework and manages private pooled investment vehicles while offering family office and foundation services.

Skyler Hedden is a financial advisor at Level Four Advisory Services with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Hilltop Securities Inc. and Securities America Advisors. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a broad client base, offering fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, using model portfolios and both affiliated and unaffiliated sub-advisers.

Bradford Beeson is a financial advisor with BOK Financial Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at JPMorgan Chase Bank and J.P. Morgan Securities from 2011 to 2021, as well as a lengthy tenure at Primrose Partners, Ltd. from 1997 to 2021. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual investors, corporations, retirement plans, government agencies, and municipalities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by an affiliated entity, and is notable for its municipal-advisor registration and affiliation with a bank holding company.

Nathan Ohlinger is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Simon Quick Advisors, LLC with four years of industry experience. Prior to joining Simon Quick in 2025, he worked at The Northern Trust Company for twelve years. Outside of his advisory role, he owns IMAGE Studios, a health and wellness franchise in Coppell, TX, where he serves as property manager during its build-out phase, and is a minority owner of a commercial real estate investment and management firm with limited involvement. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, and tax services. The firm employs a diversified investment approach, including proprietary quantitative analysis and direct due diligence, managing assets across various strategies and acting as a fund sponsor for multiple affiliated and unaffiliated pooled investment vehicles.

Hunter Powell is a financial advisor with Merit Financial Advisors in Frisco, TX. He holds the Series 66 designation and has one year of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Northwestern Mutual Investment Services LLC. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation approach with centrally managed portfolios, using both internal and third-party managers, and supports discretionary and non-discretionary account arrangements.

Charles Hall Jr. is a financial advisor at True North Advisors, LLC with 20 years of industry experience. He holds a Series 65 designation and previously worked at Clear Rock Advisors, LLC and Matterhorn Capital Management, LLC. Outside of his advisory role, he manages a family foundation as part of the Coast Foundation. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in assets. The firm serves high net worth and ultra-high net worth individuals, corporate pension and profit-sharing plans, trusts, estates, and foundations, offering comprehensive financial planning, portfolio management, and wealth advisory services with a focus on fundamental, value-oriented investment strategies and diversified asset allocation.

Matt Peden is a CFA® charterholder with 25 years of industry experience, currently serving as an advisor at True North Advisors, LLC since 2023. His prior work includes twelve years at Guidestone Financial Services and two years at American Beacon Advisors. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets, serving high net worth individuals, institutions, and pooled investment vehicles. The firm employs a fundamental, bottom-up investment process with a value orientation and diversified asset allocation across equities, fixed income, diversifiers, and private investments.

Carter Monrad is a financial advisor with Hilltop Securities Inc. holding a Series 66 designation. He has been in the industry since 2019, with prior experience at Hartmann Taylor Wealth Management and Momentum Independent Network Inc. Monrad has also been involved with Kinsmen Lutheran Church in a non-investment capacity. Hilltop Securities serves individual, high-net-worth, and institutional clients through 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, with capabilities in custody, banking, and market-making.

John Stephens is a financial advisor at Royal Fund Management, LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has managed his own CPA firm since 2000. Outside of advising, Stephens is involved in several business ventures including serving as CEO of Lag Box, LLC, a product manufacturing company, and president of ZComp, LLC, which provides payroll services. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with portfolio management, financial planning, and pension consulting services. The firm employs a range of investment strategies supported by fundamental, technical, and cyclical analysis, and offers specialized options such as non-traded REITs and an options-writing overlay for enrolled clients.

Claudia Martin is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Level Four Advisory Services since 2007 and previously spent eight years at LPL Financial. Martin also serves as Director of Operations for Level Four Group, an employee services holding company. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and a diverse client base that includes 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 combination of internal and third-party management.

Traci Kurtz is a financial advisor at Hilltop Securities Inc. with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at firms including Merrill and Next Financial Group. Hilltop Securities serves individual and institutional clients with a range of advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan consulting, and annuity-based advisory solutions. The firm features an open-architecture platform utilizing third-party technology and managers, along with proprietary municipal bond strategies, combining custody, banking, and market-making capabilities.

Michael Arnold is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 credential with 29 years of industry experience. He previously worked at Merrill Lynch for 18 years before joining Prospera Financial Services in 2015. Outside of his advisory role, Arnold serves as a board member for the Lea County Planning and Zoning Board and volunteers with the Lea County Sheriffs Posse. 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, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.