Chad Wood is a financial advisor at BOK Financial Securities, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities, LLC and TIAA-CREF. BOK Financial Advisors serves a diverse client base including individuals, 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 quantitative and qualitative research with model strategies ranging from income-oriented to ESG-focused approaches.

Sean Alford is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Quotient Wealth Partners, LLC. His prior roles include positions at CFO4Life Group, LLC, and Ausdal Financial Partners, Inc. Outside of his advisory work, he was involved with CFO4Life Group, LLC, an investment advisory business. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management services tailored to client risk profiles. The firm utilizes a mix of fundamental and cyclical analysis to develop diversified, factor-tilted portfolios and manages held-away accounts through various technological tools.

Thomas Pace is a financial advisor with Retirement Planners of America in Plano, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with MMWKM Advisors, LLC for the past decade. He is also an independent insurance agent. 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 uses an “Invest and Protect” approach focused on capital preservation and tactical rebalancing, employing model portfolios largely composed of ETFs and mutual funds while maintaining discretionary trading authority.

Matthew Middleton is a financial advisor at Advisor Resource Council with a Series 65 credential and five years of industry experience. Prior to his current role, he held positions at LPL Financial and worked in hospitality, including bartending at The Colony Wine Bar. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with traditional fundamental analysis to deliver model and custom investment strategies through a network of advisers.

Anthony Pitzer is a CFP® and Series 66-licensed financial advisor with 22 years of industry experience. He is currently a partner at Merit Financial Advisors, where he has worked since 2019. Prior to that, he spent 17 years at LPL Financial, LLC and has been with Purshe Kaplan Sterling Investments since 2024. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, overseen by a central Investment Management team and an Investment Committee.

Cary Bazan is a financial advisor with Mutual of Omaha Investor Services, Inc. in Irving, TX, holding Series 63 and Series 65 licenses and with 11 years of industry experience. Prior to joining Mutual of Omaha in 2018, he worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of advising, Bazan is active as an actor with Linda McAlister Talent and is an Amazon KDP author. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm uses platforms such as Envestnet and Pershing to deliver managed solutions and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Shaun Aguilar is a financial advisor with Trajan Wealth, L.L.C. in Frisco, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Trajan Wealth, he worked at Transamerica Financial Advisors, Inc. for five years and has a decade of experience with World Financial Group, Inc. He also acts as an insurance agent, dedicating part of his time to selling fixed indexed annuities. Trajan Wealth serves individuals and institutions including high-net-worth clients, trusts, and retirement plans, managing approximately $2.6 billion in assets. The firm employs a long-term, disciplined investment approach utilizing stocks, ETFs, and occasional mutual funds, with portfolios customized to clients’ specific needs and circumstances.

Aaron Rosenthal is a financial advisor with Cain, Watters & Associates, LLC who holds the Series 65 designation and has two years of industry experience. Prior to joining Cain, Watters & Associates, he worked at Deloitte and held various roles including positions at Arvest Bank and the University of Central Arkansas. 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 both discretionary and non-discretionary investment solutions and incorporates affiliated banking and accounting resources into its service offerings.

Jacob Odom is a financial advisor with LEE Financial Company, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Covenant Wealth Partners and First Allied Securities. Outside of financial advising, he is the owner and founder of an automobile purchase consulting service that he has provided to select family, friends, and clients. LEE Financial Company offers 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 a range of investment portfolios, including private pooled investment vehicles and family office services.

Aidan Jahnke is a financial advisor with Quotient Wealth Partners, LLC in Dallas, TX, holding a Series 65 designation and having one year of industry experience. His prior roles include work at Catapult Solutions Group and teaching positions at the University of North Texas, Collin College, Plano West High School, and Rice Middle School. Outside of finance, he has experience working at Taverna Rossa. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management services to both non-high-net-worth and high-net-worth clients. The firm employs tailored investment programs using ETFs, mutual funds, individual securities, and third-party managers, applying fundamental and cyclical analysis to create diversified, factor-tilted portfolios.

Zachary Beckerley is a CFP® professional with 17 years of industry experience, currently serving with Merit Financial Advisors. His prior work includes roles at Purshe Kaplan Sterling Investments, LPL Financial, and Stratos Wealth Partners. He serves on the board of directors for Mazie's Mission, a nonprofit organization, where he reviews financials and assists with decision-making. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach utilizing centrally managed portfolios and customizable models overseen by an internal Investment Management team.

Jeremy Bisceglia is a CFP® professional with 20 years of industry experience, currently serving at Level Four Advisory Services. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Outside of advisory services, he is involved with Level Four Insurance Agency, focusing on insurance sales. Level Four Advisory Services manages approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, implementing client strategies through model portfolios, various wrap platforms, and unaffiliated sub-advisors.

David York is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with various USAA entities since 2014, including USAA Life Insurance Company and USAA Financial Planning Services. Outside of his advisory role, he is involved in property ownership as a landlord. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products, operating primarily as a retirement-advice intermediary rather than a portfolio manager.

Wendy Hosner is a financial advisor with Level Four Advisory Services in Dallas, TX, holding a Series 66 designation and 21 years of industry experience. Her career includes roles at Ameriprise Financial Services and Wells Fargo Clearing before joining Level Four Advisory Services and Level Four Financial. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a combination of firm-sponsored and unaffiliated sub-advisors.

Justin Luddeke is a CFP® with 17 years of experience and currently serves as a financial advisor at LEE Financial Company, LLC in Dallas, TX. He has worked with Lee Financial Corporation since 2013. LEE Financial Company provides fee-only financial planning and discretionary and non-discretionary portfolio management to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based model using its WholeVision™ planning framework and offers services including family office and foundation management, with tailored portfolios that incorporate a range of investment types.

Janet Dettle is a Planning Consultant at Fidelity Investments, where she has been working since 2022. In this role, she partners with clients to help them make informed financial decisions aimed at achieving long-term financial security. Prior to joining Fidelity Investments, Janet worked as a Financial Advisor at First Command from 2020 to 2022. Through her professional experience, she is focused on supporting clients in their financial planning needs.

Sydney Katzmark is a financial advisor at Merit Financial Advisors with two years of industry experience. He holds the Series 63 and Series 66 designations and has worked at multiple firms including Charles Schwab & Co., Inc and Global Wealth Advisors. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services with an investment approach focused on long-term, diversified portfolios managed through centrally overseen models, allowing for advisor customization.

Kari Kirkley is a financial advisor at Level Four Advisory Services in Dallas, TX, with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Level Four Advisory Services since 2018, also working with Level Four Financial, LLC since 2016. Outside of her advisory role, Kirkley is active in Rotary International, serving as a Youth Exchange Officer and volunteering approximately 40 hours per month. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a combination of internal and third-party platforms and sub-advisors.

Austin Collins is a financial advisor at Prospera Financial Services, Inc. based in Dallas, TX, with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Cambridge Investment Research and Whitley Penn. Outside of his advisory work, Collins has been employed in food and beverage services and quality assurance contracting. Prospera Financial Services, Inc. is a multi-team advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm offers financial planning, portfolio management, and access to multiple advisory programs, combining discretionary and non-discretionary account management with various model portfolios and third-party money managers.

Eric Lardner is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at OneAmerica Securities and American United Life. Outside of advising, he is involved in the sales of fixed insurance products through Abundant Wealth Management Inc. Sound Income Strategies is a fee-based investment adviser serving a diverse client base, including individuals, corporate and pension clients, other advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies, actively manages portfolio risk through fundamental and technical analysis, and offers services such as financial planning, ERISA plan services, and ETF sub-advisory.