Andrew Watts is a CFP® professional based in Dallas, TX, with 22 years of industry experience. He is currently with Avantax Planning Partners, Inc., where he has worked for five years, and has prior experience at various firms affiliated with Cetera since 2025. Avantax Planning Partners, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and businesses through portfolio management, financial planning, and a managed retirement plan platform. The firm operates primarily via a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients as of December 31, 2025.

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 in Dallas, TX, holding Series 66 and Series 63 designations with four years of industry experience. Prior to joining Quotient Wealth Partners in 2026, she worked at Fidelity Investments for four years and held positions at First National Bank of Omaha and Nine Mile Health, among others. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management tailored to client risk profiles. The firm employs diversified, factor-tilted portfolios using ETFs, mutual funds, individual securities, and third-party managers, supported by operational and investment relationships that enhance its service capabilities.

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.

Michelle Young is a CFP®-certified financial advisor at USAA Investment Services Company with 22 years of industry experience. She previously worked at ICMA Retirement Corporation for 22 years before joining USAA entities in 2026. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party brokers or advisers rather than managing client assets directly.

Richard Fennema is a CFP® professional with 31 years of industry experience. He has worked at Prospera Financial Services, Inc. since 2014 and previously held roles at Wells Fargo Advisors, Morgan Stanley, and UBS Financial Services. Outside of his advisory work, he serves on the board of a homeowners' association and is part owner of a car rental business through Turo. 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, and charitable organizations, offering financial planning and portfolio management through multiple advisory programs and platforms.

Scott Mccaffrey is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 registrations and 27 years of industry experience. Prior to joining Hilltop Securities in 2023, he worked at LPL Financial for 11 years and has held positions at PNC Managed Account Solutions, Wells Fargo Investments, Wells Fargo Clearing, and Citicorp Investment Services. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed account programs, financial planning, retirement-plan advisory, and annuity-based solutions. The firm uses an open-architecture platform combining third-party technology and manager partnerships with firm-sponsored strategies, and it is distinguished by its combination of custody, banking, and market-making capabilities.

Jared Davis is a financial advisor at Quotient Wealth Partners, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Goldman Sachs Personal Financial Management. Outside of his advisory role, he is a passive limited partner in commercial real estate investments through Richmond Product Partners LLC. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm provides financial planning, consulting, and wealth and investment management services, using diversified, factor-tilted portfolios and tax-aware strategies tailored to client risk profiles.

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.

John Paul Johnson is a financial advisor at Triad Wealth Partners, LLC with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at GWN Securities Inc., Legend Advisory, LLC, and ZRJ, where he remains a part owner. Outside of his advisory roles, Johnson is the managing partner of Paramount Wealth Group, a firm focused on tax services, and operates a Medicare sales agency serving retired and active teachers. Triad Wealth Partners serves individual and institutional clients through an independent network of Investment Adviser Representatives and a Turnkey Asset Management Platform (TAMP) that provides sub-advisory and model portfolio services to other registered investment advisers. The firm employs strategic asset allocation supported by an investment committee and offers diversified investment solutions including discretionary portfolio management, third-party managers, and financial planning engagements.

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.

Jacob Wilsie is a financial advisor at Arax Advisory Partners based in Dallas, TX, holding a Series 66 credential with three years of industry experience. His prior roles include positions at USCA Securities LLC, LPL Financial LLC, Bank of America, Merrill, and Fidelity Investments. Arax Advisory Partners provides wealth management and advisory services to a diverse client base that includes individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using in-house portfolio teams, independent managers, and a mix of traditional and alternative investments, supported by AI tools and third-party analytics.

William Thomas is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2002 and joined Advisor Resource Council in 2024. Outside of his advisory roles, he is involved with Sulphur Bend Land Partners, contributing to tax preparation and accounting services. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and retirement plan consulting. The firm integrates artificial intelligence with fundamental analysis to offer model and separately managed account strategies through its AIQ platform, supplemented by custom solutions and third-party advisory programs.

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.

Jonathan Perry is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, holding a Series 65 designation and with five years of industry experience. Prior to joining Cain, Watters & Associates in 2020, he worked at PricewaterhouseCoopers for four years. 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 comprehensive financial planning and specialized retirement plan advisory, utilizing both discretionary and non-discretionary solutions across multiple investment platforms.