Scott Mc Candless is a CFP®, CFA®, and holds Series 66 licenses with 14 years of industry experience. He is currently with CX Institutional, LLC and previously worked at Mariner Wealth Advisors, Personal Capital Advisors Corporation, Edward Jones, TD Ameritrade, and Merrill. CX Institutional serves high-net-worth 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 combining fundamental, quantitative, and technical analysis across various asset classes and supplements investment management with third-party technology for consolidated reporting and tax-efficient asset location.

Dan Wicker is a PFS™ credentialed advisor with 27 years of industry experience, currently serving at Cain, Watters & Associates, LLC since 2008. He holds minority ownership interests in Tectonic Financial, Inc. and several affiliated entities that provide services related to clients’ business or industry, to which he may refer clients as part of the financial and business planning process. 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 combines CPA/accounting services with multiple investment programs and maintains formal affiliations with a banking institution and related entities.

Eduardo Cano is a financial advisor at BOK Financial Securities, Inc. with 12 years of industry experience. His prior work includes roles at JP Morgan Chase Bank, PNC Investments, and Cetera. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting services.

Matthew Rupert is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 designations and possessing 27 years of industry experience. He has been with Hilltop Securities Inc. since 2009 and its Independent Network since 2006. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm provides managed account programs, financial planning, retirement-plan advisory, and annuity-based solutions, operating an open-architecture platform that includes third-party and firm-sponsored strategies, along with custody, banking, and market-making capabilities.

Sabiha Karakus is a financial advisor with USAA Investment Services Company based in Plano, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. Her prior roles include positions at JP Morgan Securities LLC and New York Life. She is also employed concurrently with USAA Life Insurance Company and Amazon. 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 guidance on retirement savings, asset allocation, risk tolerance, and income planning but does not manage client assets directly.

Sydney Holleron is a financial advisor at Advisor Resource Council with two years of industry experience. Holleron has worked at several firms including LPL Financial, Goldman Sachs, and QuadCap Wealth Management. Prior to entering the financial industry, Holleron was involved with Tigris Real Estate LLC and held various roles in education and local businesses. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and retirement plan consulting. The firm uses a combination of artificial intelligence tools and traditional fundamental analysis in its model portfolios and separately managed accounts, providing a range of investment solutions tailored to different client needs.

Brady Davis is a financial advisor at Quotient Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previous work experience with Encore Search Partners, LLC, Ace Energy, LLC, Bunker Energy, LLC, New Western Acquisitions, and Swearingen Realty Group, LLC. Quotient Wealth Partners provides financial planning, consulting, and wealth management services to individuals, trusts, estates, corporations, and retirement plans, serving a range of clients from non-high-net-worth to high-net-worth. The firm uses tailored investment programs primarily implemented through ETFs, mutual funds, individual securities, and third-party managers, combining fundamental and cyclical analysis to construct diversified, factor-tilted portfolios.

Scott Wilson is a financial advisor with Hilltop Securities Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC, Touchstone Securities, and IFS Financial Services. Hilltop Securities Inc. offers brokerage, execution, 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 programs and fiduciary services through an open-architecture platform that integrates multiple investment strategies and operational features.

Timothy Harder is a financial advisor with Quotient Wealth Partners, LLC, holding Series 63 and Series 66 licenses and 29 years of industry experience. His prior roles include positions at Goldman Sachs Personal Financial Management and Mercer Allied Company, L.P. He is based in Dallas, TX. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm offers tailored financial planning and investment management, employing a mix of fundamental and cyclical analysis to build diversified, factor-tilted portfolios primarily using ETFs, mutual funds, individual securities, and third-party managers.

Kristen Marsh is a financial advisor at Ethos Financial Group, LLC with four years of industry experience. She holds a Series 65 designation and previously worked for Chapwood Capital Investment Management, LLC for six years. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering investment management and financial planning services. The firm utilizes diversified, risk-conscious model portfolios and incorporates third-party research and tax-overlay management in its investment approach.

George Decell is a financial advisor with BOK Financial Private Wealth, Inc. in Plano, Texas. He holds the Series 66 designation and has eight years of industry experience, including positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. BOK Financial Private Wealth, Inc. provides discretionary and limited non-discretionary investment management, wealth advisory, and financial planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm’s team-based investment process utilizes research from BOKF, NA’s Strategic Investment Advisors group and integrates equity, fixed income, and other asset classes, often incorporating outside sub-advisors such as Cavanal Hill Investment Management.

Curtis Williams is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Addison, TX, holding the CFP®, CFA®, and Series 63 designations. He has nine years of industry experience, all with CliftonLarsonAllen since 2017 except for a one-year gap in 2016-2017. Outside of his advisory role, he serves as a professional educator and grader for the CFA Institute. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm combines RIA fiduciary services with broker-dealer and insurance activities and employs a multidisciplinary planning approach supported by its parent firm, CliftonLarsonAllen LLP.

Jonathan Fowler is a financial advisor with USAA Investment Services Company and holds Series 63 and Series 65 licenses. He has five years of industry experience, including roles at Charles Schwab & Co., Inc. and Schwab Wealth Advisory, Inc. Prior to entering the financial sector, Fowler worked in education and teaching-related positions. 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 emphasizes retirement income planning and does not manage client assets directly, operating mainly as a referral intermediary.

Sergio Nunez is a financial advisor with Ally Invest Advisors holding a Series 66 credential and two years of industry experience. He has worked at multiple firms including Merrill and Bank of America, N.A. prior to joining Ally Invest Advisors. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction, offering a range of ETF-based automated and advisor-delivered investment services.

Kenia Jones is a financial advisor at Balefire, LLC with five years of industry experience. She holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and LPL Financial. Jones has also worked for the Legislative Counsel Bureau. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach, offering discretionary asset management and comprehensive financial planning through a platform with approximately $2 billion in regulatory assets.

Nicholas Moore is a CFA® charterholder with six years of industry experience. He is currently with Advisor Resource Council, where he has worked since 2022, following roles at Artemis Capital Advisers, LP and Charles Schwab. Outside of his advisory work, he serves as a senior trader for AIQ Asset Management. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting. The firm uses a combination of artificial intelligence tools and fundamental analysis in actively managed strategies delivered through model portfolios and separately managed accounts.

Michael Travis is an investment advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Stockcross Financial Services, Inc., Fiserv Investor Services, Inc., and Tradestar Investments, Inc. He divides his time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm uses a web-based AdvisorNXT platform incorporating Modern Portfolio Theory and offers portfolio management and execution within a wrap-fee structure, with a notable emphasis on non-discretionary arrangements and access to third-party and independent managers.

Justin Brown is a financial advisor at Grimes & Company with three years of industry experience. He holds a Series 65 designation and has previously worked at Mercer Advisors, Capital Investment Advisors, and Genesis Asset Management. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, and government entities. The firm builds customized investment strategies using proprietary research and portfolio-management systems and offers trustee services in addition to acting as a sub-adviser for other investment advisers.

William Luckey II is a financial advisor at LEE Financial Company, LLC in Dallas, TX, holding a Series 65 designation with 19 years of industry experience. He has been with Lee Financial Corporation since 2007. Outside of his advisory role, he is involved in a real estate, financing, and database consulting business. LEE Financial Company provides 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 private pooled investment vehicles while offering family office and foundation services.

Skyler Hedden is a financial advisor at Level Four Advisory Services with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Hilltop Securities Inc. and Securities America Advisors. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a broad client base, offering fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, using model portfolios and both affiliated and unaffiliated sub-advisers.