Christopher Fasy is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 66 designation and 16 years of industry experience. His prior work includes ten years at Valic Financial Advisors and concurrent roles with Advisor Resource Council and LPL Financial since 2020. 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 uses actively managed strategies combining artificial intelligence tools with traditional fundamental analysis across various portfolio types, including equities, fixed income, alternatives, and options-based techniques.

Patrick Lovelady is a financial advisor at Hilltop Securities Inc. with 18 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining Hilltop Securities. Lovelady serves on the boards of the Amarillo College Foundation and the Eldon Durrett Scholarship, both nonprofit organizations. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions. The firm combines custody, banking, and market-making capabilities with an open-architecture platform featuring third-party and firm-sponsored investment strategies.

Rebecca Clauer is a financial advisor at Level Four Advisory Services with 15 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Her prior experience includes roles at Fidelity Investments, AXA Advisors, and TIAA. Outside of financial advising, she owns an online retail and wholesale cabinet business. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement plan consulting, and introduces clients to third-party managers, using model portfolios and multiple custodial platforms.

Troy Smith is a financial advisor at Momentum Independent Network Inc. with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Momentum Independent Network since 2013. Outside of his advisory role, he serves as a board member of the Salado Community Foundation. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm offers a range of investment advisory programs, managed accounts, financial planning, and retirement plan consulting, utilizing third-party managers and technology platforms for model delivery and account management.

Joseph Calhoun is a CFP® with 10 years of industry experience, currently affiliated with Quotient Wealth Partners, LLC. His prior roles include positions at Goldman Sachs Personal Financial Management, LPL Financial LLC, and Victory Capital Advisers. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and both discretionary and non-discretionary investment management. The firm employs diversified portfolios using low-cost ETFs, individual securities, mutual funds, options, and alternative investments, along with tax-aware strategies and advanced technology for portfolio oversight.

Thomas Sanders is a financial advisor with Cain, Watters & Associates, LLC in Plano, TX, holding a Series 65 designation and 23 years of industry experience. He has been with Cain, Watters & Associates, P.L.L.C. since 2008. Sanders has minority ownership interests in several affiliated entities, including Tectonic Financial, Inc., and related businesses that provide services to clients' industries, though these are not investment-related. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management primarily to dental healthcare professionals, individual investors, and pension or profit-sharing plan sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and manages various investment programs, combining affiliated model due diligence with third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Tyler Ashley is a Series 65-licensed financial advisor with Integrity Advisory Solutions in Dallas, TX, and has two years of industry experience. He previously worked at Infinite Wealth Advisors LLC, Namcoa, and Florida Financial Advisors DBA Tristate Financial Advisors. Outside of advising, he has experience in the landscaping industry with Better Way Landscaping. Integrity Advisory Solutions serves individuals, high-net-worth clients, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, using a variety of investment strategies and third-party platforms.

Aaron Suriff is a financial advisor at Van Clemens Wealth Management, LLC with 20 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior work includes roles at Morgan Stanley and Whimsy Franchising & Distributing, as well as extensive experience with various insurance carriers. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios based on client objectives and risk tolerance, employing methods such as modern portfolio theory and fundamental and technical analysis, and uses both third-party managers and an in-house Growth Opportunities model focused on micro- and small-cap equities.

Grant Finney is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 credentials with five years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Randstad, as well as involvement with Pat and Emmitt Smith Charities. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs and utilizes an open-architecture platform with various investment strategies and operational features that include municipal bond strategies co-advised with Franklin Templeton Group.

Matthew Clynch is a financial advisor at Cain, Watters & Associates, LLC with 11 years of industry experience. He has held his current position at Cain, Watters & Associates since 2013 and holds a Series 65 designation. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and trustees or plan sponsors of pension and profit-sharing plans. The firm also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Emily Eisenhauer Freling is a financial advisor with B. Riley Wealth Advisors, Inc. in Dallas, TX, holding a Series 66 credential and 11 years of industry experience. Her prior roles include positions at Bank of America, Merrill Lynch, and National Asset Management. She serves on the Junior League of Dallas Sustainers Board and participates in several nonprofit organizations focused on women and children. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

William Woodard is a financial advisor at Level Four Advisory Services with over 31 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Level Four in 2024, Woodard worked for Kovack Securities, Inc. for 10 years and operated Woodard Insurance LLP for 38 years. He serves on the board of managers for the Tarrant County Hospital District and is involved in healthcare services for residents and insured patients in Fort Worth, TX. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serving a diverse client base including individual investors, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and both affiliated and unaffiliated sub-advisers.

Richard Galen Jr. is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Hilltop Securities since 2015. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of investment solutions through an open-architecture platform, including adviser-managed and model-based programs, and maintains distinctive operational features such as custody capabilities and municipal bond strategies co-advised by Franklin Templeton Group.

Paul Lyons is a Certified Financial Planner® with 20 years of industry experience. He is currently with Cain, Watters & Associates, LLC and has previously worked with Sanders Morris Harris LLC and Tectonic Securities. Lyons also holds a Financial and Operations Principal (FinOp) role at Sanders Morris Harris, dedicating approximately 10% of his time to these responsibilities. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension and profit-sharing plan trustees and sponsors. The firm combines CPA and accounting services with multiple investment programs, focusing on non-discretionary asset management and serving a specialized client base.

Ryan Mullin is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. He has worked with Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2013 and has also been associated with LPL Financial since 2012. Outside of his advisory role, Mullin owns a woodworking business that sells items at fairs, community events, and online. 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 uses actively managed strategies that combine artificial intelligence tools with fundamental analysis across diverse asset classes and offers estate-planning document preparation in partnership with independent attorneys.

Jonathan Bernstein is a CFP® professional with 15 years of experience in the financial services industry. He is currently with BakerAvenue Asset Management, LP and has prior experience at Charles Schwab and Fidelity in both advisory and brokerage roles. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, offering portfolio management, financial planning, family office services, and specialized strategies including estate and philanthropy planning. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, and technical analysis with tactical asset allocation.

Shawn Miles is a financial advisor at RFG Advisory, LLC with a Series 65 credential and recent industry experience beginning in 2026. He has prior work experience at United Capital Financial Advisers, LLC from 2016. RFG Advisory is a multi-team registered investment adviser with around 178 advisors managing approximately $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan consulting, and access to alternative investments and annuity management using a blend of actively managed and passive strategies.

Lane Richardson is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 63 licenses and three years of industry experience. He previously worked at Robinhood Markets, Inc. and The Vanguard Group, Inc. Outside of finance, he operated Christi Ann Estate Sale Service for four years. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management. The firm utilizes third-party portfolio managers through the Envestnet platform and offers a range of advisory and brokerage services, including a Private Wealth Consulting program for high-net-worth clients.

Reagan Irons is a financial advisor at Cain, Watters & Associates, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Koch Industries, Inc. and EY, as well as serving in roles at the University of Oklahoma and State Farm. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, offering comprehensive solutions including ERISA plan advisory, pooled trusts, unified managed accounts, and referrals to tax and accounting specialists. The firm utilizes both discretionary and non-discretionary investment platforms and maintains formal affiliations with related financial and accounting entities.

Scott Mc Candless is a CFP® and CFA® with 13 years of industry experience. He currently works at CX Institutional, LLC and has previously been affiliated with Mariner Wealth Advisors, Personal Capital Advisors Corporation, Edward Jones, and TD Ameritrade. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that incorporates fundamental, quantitative, technical, and cyclical analysis across a variety of asset classes, including equities, fixed income, ETFs, structured products, and private investment funds.