Jana Waters is a CFP® with 27 years of industry experience, currently serving at Prospera Financial Services, Inc. since 2000. She is based in Dallas, TX and holds a Series 63 license. 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.

Timothy Crain is a financial advisor at Archer Investment Corporation based in Longview, TX. He holds a Series 65 designation and has been involved with Bass Energy Services LLC since 2007. Outside of his advisory role, he provides CPA, tax, and accounting services through Succentrix Business Advisors. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies. The firm manages approximately $900 million using a process that includes comprehensive financial assessments and diversified portfolio construction across multiple asset classes.

Angie Alexander is a financial advisor at Advisor Resource Council in Dallas, TX, holding a Series 66 designation with one year of industry experience. Her prior experience includes six years at RPOA Advisors Inc. and four years with the Alliance for Investor Protection. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and retirement plan consulting. The firm combines artificial intelligence tools with fundamental analysis through its AIQ platform and offers custom investment solutions alongside third-party advisory programs.

Harvey Fladeland is a financial advisor with Arkadios Wealth Advisors in Rockwall, TX, holding Series 63 and Series 65 licenses and 37 years of industry experience. His prior work includes roles at Frost Brokerage Services, IFS Financial Services, Touchstone Securities, Axa Distributors, and Invesco. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans executed through various internally managed and third-party solutions, employing a combination of fundamental, technical, and cyclical investment analysis.

Edward Butowsky is a financial advisor with Ethos Financial Group, LLC, holding a Series 63 designation and 37 years of industry experience. He has held roles at multiple firms including Innovation Partners LLC, Chapwood Securities, and Waterford Capital, and has served as head of investment education at Champion Venture Partners. Ethos Financial Group provides investment management and consulting services to individuals, trusts, estates, municipalities, and charitable organizations. The firm employs a model portfolio approach focused on diversified, risk-conscious allocations using index-based exposures and third-party research, while also offering financial and estate planning services.

Frank Maldonado is a financial advisor with Level Four Advisory Services in Dallas, TX, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at LPL Financial, Lincoln Financial Advisors, and Edward Jones. Outside of advising, he coaches basketball in a nonprofit organization called Northeast Rockets. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and state and municipal entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, fiduciary services, and access to third-party managers through model portfolios and diverse platforms.

Aaron Terry is a Series 66-registered financial advisor with Hilltop Securities Inc. in Dallas, TX. He has been with the firm since 2016 and has five years of industry experience. Hilltop Securities serves individual, high-net-worth, and institutional clients, including corporate and retirement-plan sponsors, offering investment advisory and broker-dealer services. The firm provides managed accounts, financial planning, and retirement-plan consulting through an open-architecture platform that integrates third-party technology and firm-sponsored strategies.

Thomas Faledas is a financial advisor at Hilltop Securities Inc. in Monterey, CA, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has been with Hilltop Securities since 2002. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a variety of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform with multiple adviser-managed and model-based investment solutions.

Douglas Rand is a financial advisor with M Holdings Securities, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at M Financial Group, TMRS, Bright Screen, the Army National Guard, and BNY Mellon. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a range of advisory and brokerage services, utilizing various investment management programs and third-party sub-advisors to provide customized solutions.

Stephen Coy is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with Hilltop Securities Inc. and has previously worked at Momentum Independent Network Inc., Chessman Wealth Strategies, and Thrivent Financial. He is based in Dallas, TX. Hilltop Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional investors, offering investment advisory and broker-dealer services. The firm provides a range of solutions such as managed accounts, financial planning, and retirement-plan advisory, supported by an open-architecture platform and a combination of custody, banking, and market-making capabilities.

Richard Brown is a financial advisor with Advisor Resource Council in Dallas, TX, holding a PFS™ designation and Series 63 license. He has 36 years of industry experience and has held advisory roles at firms including LPL Financial and Fortune Financial Services. Outside of his advisory work, he is also an author and songwriter. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with traditional fundamental analysis to offer a range of model and separately managed account strategies, as well as custom investment solutions tailored to client needs.

Matthew Lunde is a financial advisor with UMB Financial Services, Inc. in Dallas, TX, holding a Series 66 designation and 16 years of industry experience. He has been with UMB Financial Services and UMB Bank since 2019, following roles at Wells Fargo Clearing and Wells Fargo Bank. UMB Financial Services, Inc. provides advisory and brokerage services to a diverse client base that includes individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account options and operates as an SEC-registered investment adviser, broker-dealer, and municipal advisor, with a notable affiliation to UMB Bank.

Richard Weihing is a CFP®-designated financial advisor with 36 years of industry experience. He is currently with Global View Capital Management LLC and has prior experience at firms including Ameriprise Financial Services, Inc., and Efficient Plan, LLC. Weihing also serves as trustee for a family trust. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC.

Robert Cecil Jr. is a financial advisor at Prospera Financial Services, Inc. with 31 years of industry experience. He has been with Prospera since 2000 and has operated his own firm, Robert Cecil & Associates, Inc. dba Cecil & C, since 1982. Cecil is also the owner of CecilCo, an independent retirement plan consulting service providing benefits and retirement plan administration to various companies. 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.

Austen Leninger is a financial advisor at Strategic Wealth Investment Group, LLC with five years of industry experience. He holds the Series 66 credential and has previously worked at Cetera and First Financial Equity Corporation. Leninger serves as an elected board member of the Fresh Start Women’s Foundation, a nonprofit organization. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing a combination of internally developed and third-party model portfolios. The firm employs a diverse investment analysis approach and sponsors private and exchange-traded funds that it may recommend to clients.

Timothy Akers is a CFP® with four years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. Prior to his current role, he worked at Raymond James Financial Services and LPL Financial. Akers is also an officer and board treasurer for a nonprofit focused on supporting families in need of childcare. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive wealth management, financial planning, and investment consulting. The firm integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios that include ETFs, institutional mutual funds, direct securities, and alternative investments.

Donald Hubbard is a CFP® professional with 26 years of industry experience, currently serving at Advisor Resource Council. He has worked with LPL Financial since 2008 and has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2016. Hubbard is involved in community activities, serving as a deacon on the board of NorthSide Baptist Church. Advisor Resource Council is an SEC-registered adviser that serves individuals, retirement plans, charitable organizations, and business entities by providing asset management, financial planning, retirement plan consulting, and third-party manager referrals. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies, alongside custom solutions, while also utilizing various third-party platforms to align investment vehicles with client objectives.

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.

Derek Draper is a financial advisor at Simplicity Wealth with six years of industry experience. He holds a Series 66 designation and has previously worked at Jal Dennis Group and LPL Financial. Outside of his advisory role, Draper is involved in several community activities including serving on the board of the Lake Lavon Camp & Retreat Center, acting as managing director for Global Athletic Impact, participating on the Wylie Sports Hall of Honor board of governors, producing local high school football broadcasts, and occasionally filling in for pastors at services. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, alongside technology and operational solutions for advisors.

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.