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 licenses and 29 years of industry experience. He has been with Advisor Resource Council since 2013 and has worked at LPL Financial since 2011. Outside of advisory services, he is a partner and business owner of Carpe Via Travel, a travel agency. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with fundamental analysis to create model and separately managed account strategies and offers customized solutions, including option-based strategies, through a network of investment adviser representatives.

Joel Corbin is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has been with Prospera since 2005 and previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. He serves as a board member of the Lubbock Kappa Alpha House Corporation. Prospera Financial Services, Inc. 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 businesses, offering financial planning, portfolio management, and access to various advisory platforms and programs.

Jordan Roach is a financial advisor with Retirement Planners of America, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at MMWKM Advisors, Black Knight Wealth Management, Eagle Strategies, and New York Life. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants. The firm emphasizes capital preservation and tactical rebalancing through model portfolios, using a quantitatively based market signal while maintaining discretionary trading authority.

Laura Lamar is a financial advisor at Cain, Watters & Associates, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Ernst & Young LLP and Texas Security Bank. Laura also spent several years in full-time education prior to her advisory career. Cain, Watters & Associates, LLC provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, individuals, trustees, and plan sponsors. The firm offers comprehensive financial planning, ERISA plan advisory, pooled trust offerings, and managed account solutions, utilizing both discretionary and non-discretionary strategies supported by affiliated banking and accounting entities.

Michael Taylor is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for five years before joining Prospera in 2012. Outside of his advisory role, he is the owner and CEO of Tavesco Incorporated, where he serves as a board member involved in holding company activities related to real estate investments. 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, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through various advisory programs and platforms.

Lori Clem is a financial advisor at BFC Planning, Inc. with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Berthel Fisher & Company Financial Services, Inc., Williams Financial Group, and Northstar Securities, Inc. Outside of her advisory role, Clem is involved in several business ventures, including operating a pet care center and pet cemetery, serving on the board of the Weatherby Foundation, and participating in property development projects. BFC Planning, Inc. serves a diverse client base including individuals, corporations, trusts, and pension plans through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to various third-party managers, employing a range of investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

Karen Lucius is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. Her prior roles include positions at Hornor, Townsend & Kent LLC, Penn Mutual Life Insurance Company, Acumen Financial Group, and Principal entities. In addition to advisory work, she is engaged in insurance sales and service, including life insurance brokerage and financial planning through related business activities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes platform relationships with Envestnet and Pershing, delivering managed solutions and third-party manager access to a diverse client base.

Greg Regan is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with SWS Financial Services since 2003. Momentum Independent Network serves a diverse client base, including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients, offering a range of advisory and brokerage services. The firm operates through a platform model utilizing third-party managers and Envestnet for investment advice, account management, and trading services, with notable integration of Hilltop affiliates in its municipal bond strategies and cash management programs.

John Harper is a financial advisor with NorthCoast Asset Management LLC, holding Series 66 and Series 63 designations and 11 years of industry experience. His career includes roles at Kovitz Investment Group Partners, Connectus Wealth, Charles Schwab, Bank of America, Merrill, and Fidelity. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment approach with proprietary market-exposure and security-scoring models, offering a range of strategies including equity, fixed income, options overlays, and alternative interval funds.

Colin Faulk is a CFP® professional at Quotient Wealth Partners, LLC with six years of industry experience. His career includes roles at Goldman Sachs and Equitable Advisors. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, providing financial planning, consulting, and wealth management services. The firm employs tailored investment programs using ETFs, mutual funds, individual securities, and third-party managers, focusing on diversified, factor-tilted allocations and tax-aware strategies.

Lauren Britt is a financial advisor at Quotient Wealth Partners, LLC with a Series 65 designation and three years of industry experience. Prior to joining Quotient Wealth Partners in 2024, she held roles at several firms including Corient Services LLC and Avalon Investment & Advisory. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, providing financial planning, consulting, and wealth management services. The firm employs tailored investment programs using ETFs, mutual funds, individual securities, and third-party managers, with an emphasis on diversified, factor-tilted allocations and tax-aware strategies.

Ellie Rawlins is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 credential with one year of industry experience. Her prior work includes roles at Morgan Stanley and Downtown Social. Prospera Financial Services, Inc. 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.

Ryan Mcenerney is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with The Oak Ridge Financial Services Group since 2014. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including high-net-worth households. The firm offers portfolio management, financial planning, and access to third-party managers and platform solutions.

Scott Skrocki is a CFP® professional with one year of experience at True North Advisors, LLC. Prior to joining True North, he worked at Huntington Bank for three years and attended Texas A&M University. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets. The firm serves very high net worth and ultra-high net worth individuals, corporate pension plans, trusts, estates, foundations, and other business entities, offering comprehensive financial planning, portfolio management, and wealth advisory services with a value-oriented, diversified investment approach.

Blaine Malcolm is a CFP® professional with 26 years of industry experience. He is currently with Merit Financial Advisors and has previously worked at firms including Purshe Kaplan Sterling Investments, Stratos Wealth Partners, LPL Financial, and Charles Schwab. Blaine is also a licensed insurance agent providing insurance advice in addition to financial planning. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach managed through centrally overseen model portfolios and utilizes both internal and third-party sub-advisers, supporting discretionary and non-discretionary accounts.

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.