Oluseun Ekunwe is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked in various capacities within the USAA organization since 2014, including roles at USAA Financial Planning Services and USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public. The firm supports retirement planning through its Retirement Income Strategy Report and refers clients to Charles Schwab for investment products, operating primarily as a referral and retirement-advice intermediary rather than a portfolio manager.

James Priebe is a financial advisor at CX Institutional, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach incorporating fundamental, quantitative, and technical analysis across various asset classes and offers specialized strategies including artificial intelligence, blockchain, and electric vehicle portfolios.

Nicholas Tieri is a financial advisor at Strategic Wealth Investment Group, LLC in Dallas, TX, holding Series 63 and Series 66 credentials with four years of industry experience. His prior roles include positions at Bank of America, Merrill, and several other financial firms. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs internally developed and third-party model portfolios, drawing on fundamental, technical, cyclical, and charting methods, and it serves as a fund sponsor with minority ownership in select private and exchange-traded funds.

Henry Bashore is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 45 years of industry experience. He worked at Stephens Inc. for 12 years prior to joining Hilltop Securities in 2024. Hilltop Securities Inc. offers brokerage, 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 provides a range of portfolio management and financial planning solutions through an open-architecture platform that includes adviser-managed and model-based programs.

Nicholas Damico is a CFP® professional with 19 years of experience in financial advising. He has worked at Hilltop Securities Inc. since 2019 and previously held positions at Personal Capital Advisors Corporation, DBT Wealth Consultants, and FSC Securities. Outside of his advisory work, he owns a trading card business operating through online platforms. Hilltop Securities serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and broker-dealer services. The firm utilizes an open-architecture platform featuring third-party managers and its own municipal bond strategies, and it combines custody, banking, and market-making capabilities.

Katherine Whittelsey is a financial advisor at Quotient Wealth Partners, LLC with four years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at Fidelity Investments and First National Bank of Omaha. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans with financial planning, consulting, and investment management services. The firm uses diversified portfolios with low-cost ETFs, individual securities, mutual funds, options, third-party managers, and alternative investments, employing tax-aware strategies and ongoing monitoring across client accounts.

William Reaves is a financial advisor at BOK Financial Securities, Inc. in Grapevine, TX, with 20 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for TIAA and TIAA-CREF Individual & Institutional Services from 2016 to 2024. BOK Financial Advisors serves a diverse range of clients, including individuals, high-net-worth clients, corporations, institutions, and government entities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with tailored asset allocation strategies.

Sandra Bell is a financial advisor at Northern Trust Securities, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Northern Trust Securities since 2018. Prior to that, she was with EF Legacy Securities, LLC and Edelman Financial Services, LLC. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation providing discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with a range of managed account solutions delivered via the Fidelity Managed Account Xchange platform.

Richard Fennema is a CFP® professional with 31 years of industry experience, currently serving at Prospera Financial Services, Inc. since 2014. He holds Series 63 and Series 65 licenses. Outside of financial advising, he is a part owner of RF Native LLC and AR & K Inc., and serves as a board member of the Villas by West Village Homeowners' Association. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer that manages approximately $12.4 billion across 207 advisors. The firm serves individuals, corporate and charitable entities, and retirement plans using a variety of advisory platforms and a combination of firm and third-party models.

Scott Mccaffrey is a financial advisor at Hilltop Securities Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at LPL Financial for 11 years. Based in Dallas, TX, he has been with Hilltop Securities since 2023. 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 range of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform.

Jared Davis is a financial advisor at Quotient Wealth Partners, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Goldman Sachs Personal Financial Management for seven years. Outside of his advisory role, he is a passive limited partner in commercial real estate investments through Richmond Product Partners LLC. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans with financial planning, consulting, and investment management. The firm employs diversified portfolios using low-cost ETFs, individual securities, and alternative investments, applying tax-aware strategies and utilizing multiple custodians and technology platforms to manage held-away accounts.

Marcus Walker is a financial advisor with Fifth Third Wealth Advisors LLC in Dallas, TX. He holds the CFP® and ChFC® designations and has 20 years of industry experience. His prior roles include positions at Truist and BB&T. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and access to separately managed accounts for a diverse client base, including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis using a combination of in-house and third-party strategies.

Max Jaffe is a financial advisor at Retirement Planners of America with nine years of industry experience. He holds a Series 65 designation and has worked at firms including MMWKM Advisors, LLC and Sullivan Financial Partners. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program, serving individuals, high-net-worth clients, and retirement plan participants. The firm employs an “Invest and Protect” approach focused on capital preservation and tactical rebalancing using model portfolios composed largely of ETFs and mutual funds.

Ricardo Lima is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and UBS Financial Services. Outside of advising, he is a passive investor in a sushi restaurant and is involved in private investment vehicles alongside his advisory work. Concurrent Investment Advisors operates at enterprise scale with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in assets. The firm provides wealth management, financial planning, and retirement services, employing a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments.

Jacob Wilsie is a Series 66 licensed financial advisor at Arax Advisory Partners with three years of industry experience. His prior roles include positions at USCA Securities LLC, Oklahoma Central Credit Union, LPL Financial LLC, Bank of America, Merrill, and Fidelity Investments. He is based in Dallas, TX. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering financial planning, portfolio management, retirement plan consulting, and advisory services using a combination of internal management, third-party models, and tailored asset allocation.

Michael Mikeska is a CFP® professional with 35 years of experience in financial advising, currently with Concurrent Investment Advisors, LLC in Dallas, TX. His prior experience includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Clearing. He serves on the boards of several nonprofit organizations, including C.C. Young and the YMCA of Metro Dallas Foundation. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm employs a customized, long-term investment approach using ETFs, mutual funds, individual securities, and alternative investments, managing approximately $9.9 billion in client assets across discretionary and non-discretionary mandates.

William Thomas is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at LPL Financial, LLC since 2002 and joined Advisor Resource Council in 2024. Outside of his advisory roles, he is involved with Sulphur Bend Land Partners, focusing on tax preparation and accounting. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and consulting services. The firm employs actively managed strategies that combine artificial intelligence tools with fundamental analysis across various portfolio types, including equities, fixed income, alternatives, and options-based techniques.

Cailey Bracken is a financial advisor at Hilltop Securities Inc. with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including LPL, Charles Schwab, and United Capital. Hilltop Securities serves individual and institutional clients through advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan consulting, and annuity-based solutions. The firm is notable for combining custody, banking, and market-making capabilities, and it provides an open-architecture platform featuring third-party and firm-sponsored investment strategies.

Trevor Staubach is a financial advisor at Retirement Planners of America with a Series 65 designation and three years of industry experience. His prior roles include positions at Texas Heritage National Bank, PNC, BBVA, Breezeway Veterinary Care, and GameStop. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee investment program. The firm emphasizes capital preservation and tactical rebalancing using model portfolios and a mathematically based long-term market signal while maintaining discretionary trading authority.

Larry Jackson is a financial advisor at Quotient Wealth Partners, LLC with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs Personal Financial Management, Girard Securities, CETERA Advisor Networks LLC, and Mercer Allied Company, L.P. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans with financial planning, consulting, and investment management services. The firm employs diversified portfolios using low-cost ETFs, stocks, bonds, mutual funds, options, and alternative investments, applying tax-aware strategies and leveraging multiple custodians and third-party platforms for portfolio management.