Matthew Peterson is a financial advisor at Cain, Watters & Associates, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Cain, Watters & Associates since 2020, following four years at KPMG. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension or profit-sharing plan sponsors. The firm combines CPA/accounting services with investment management, offering multiple investment programs and managing a substantial non-discretionary asset base.

Austen Leninger is a financial advisor at Strategic Wealth Investment Group, LLC with five years of industry experience. He holds the Series 66 credential and has previously worked at Cetera and First Financial Equity Corporation. Leninger serves as an elected board member of the Fresh Start Women’s Foundation, a nonprofit organization. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing a combination of internally developed and third-party model portfolios. The firm employs a diverse investment analysis approach and sponsors private and exchange-traded funds that it may recommend to clients.

Timothy Akers is a CFP® with four years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. Prior to his current role, he worked at Raymond James Financial Services and LPL Financial. Akers is also an officer and board treasurer for a nonprofit focused on supporting families in need of childcare. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive wealth management, financial planning, and investment consulting. The firm integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios that include ETFs, institutional mutual funds, direct securities, and alternative investments.

Donald Hubbard is a CFP® professional with 26 years of industry experience, currently serving at Advisor Resource Council. He has worked with LPL Financial since 2008 and has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2016. Hubbard is involved in community activities, serving as a deacon on the board of NorthSide Baptist Church. Advisor Resource Council is an SEC-registered adviser that serves individuals, retirement plans, charitable organizations, and business entities by providing asset management, financial planning, retirement plan consulting, and third-party manager referrals. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies, alongside custom solutions, while also utilizing various third-party platforms to align investment vehicles with client objectives.

James Warburton is a CFP® professional at Quotient Wealth Partners, LLC with 10 years of experience in financial advising. He previously worked for Goldman Sachs Personal Financial Management from 2013 to 2023. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and both discretionary and non-discretionary wealth and investment management. The firm uses tailored investment programs based on client risk profiles and employs a mix of fundamental and cyclical analysis to create diversified, factor-tilted portfolios.

Derek Draper is a financial advisor at Simplicity Wealth with six years of industry experience. He holds a Series 66 designation and has previously worked at Jal Dennis Group and LPL Financial. Outside of his advisory role, Draper is involved in several community activities including serving on the board of the Lake Lavon Camp & Retreat Center, acting as managing director for Global Athletic Impact, participating on the Wylie Sports Hall of Honor board of governors, producing local high school football broadcasts, and occasionally filling in for pastors at services. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, alongside technology and operational solutions for advisors.

Brad Sanders is a CFA® charterholder with 23 years of industry experience. He is currently with Tectonic Advisors LLC and has previously worked at Cain, Watters & Associates, LLC and III To I Financial Management Research, L.P. Outside of his advisory work, Mr. Sanders is a semi-professional musician, performing approximately 10 hours per month during evenings or weekends. Tectonic Advisors provides discretionary portfolio management to a diverse client base, including individuals, institutions, trusts, and pension plans. The firm employs a proprietary investment process focused on diversified, ETF-heavy allocations with dynamic rebalancing and integrates third-party managers and models within its solutions.

William Houser is a Series 65 credentialed advisor at Eversource Wealth Advisors, LLC with eight years of industry experience. He has a legal background, having worked at Houser Law Firm, P.C. since 2017 and previously at Houser & Flournoy, P.C. and Jordan, Houser & Flournoy, LLP for 12 years. Houser also maintained a role at Aligned Advisors, LLC for nine years prior to joining Eversource. Eversource Wealth Advisors serves a diverse clientele including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, consulting services, and provides turnkey asset management and sub-advisory services through a national network of advisors employing multiple investment platforms and values-based strategies.

Renee Matheson is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Hilltop, she worked at Charles Schwab & Co., Inc. and has experience in the hospitality and education sectors. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and other solutions on an open-architecture platform that includes both third-party and firm-sponsored strategies.

Christopher Scott II is a financial advisor at Merit Financial Advisors with a Series 65 designation and three years of industry experience. His prior roles include positions at CX Institutional, LLC, Homrich Berg, and Florida Financial Advisors. Christopher is based in Lewisville, Texas. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm’s investment approach focuses on long-term, diversified asset allocation using centrally managed sleeves and model portfolios, supported by an internal investment management team and committee.

Jacqueline Finley is a CFA® charterholder with 34 years of industry experience, currently affiliated with Momentum Independent Network Inc. She has held positions at Westwood Advisors, LLC since 2019 and has been associated with Foreside Fund Services, LLC and Westwood Holdings Group, Inc. since 2008 and 1995, respectively. Outside of her advisory roles, she is a private independent health insurance agent and co-general partner of an investment holding partnership. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement clients with investment advisory, financial planning, and brokerage services. The firm offers both discretionary and non-discretionary portfolio management solutions, integrating broker-dealer operations with municipal advisory and banking capabilities within the Hilltop group.

Ryan Lister is a financial advisor at Hilltop Securities Inc. based in Dallas, TX, holding a Series 66 designation. He has been with Hilltop Securities since 2025 and previously worked in various roles including positions at the University of Texas at Dallas and the Dallas North Aquarium. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering a range of investment advisory and broker-dealer services. The firm provides managed account programs, financial planning, and retirement-plan consulting through an open-architecture platform that incorporates third-party technology and managers alongside firm-sponsored strategies.

Marques Glaze is a financial advisor at CX Institutional, LLC in Dallas, TX, holding a Series 65 license with seven years of industry experience. His career includes roles at Fisher Investments and PNC Capital Advisors LLC. 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 using fundamental, quantitative, and technical analysis, supplemented by third-party technology platforms to support reporting and tax-efficient asset management.

Gretchen Harder is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX. She holds the Series 65 designation and has recently begun her career in the financial industry. Her prior work experience includes roles in education and research at institutions such as the University of Colorado Boulder and Carroll Senior High School. 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 discretionary and non‑discretionary wealth and investment management, using tailored investment programs primarily implemented through ETFs, mutual funds, individual securities, and third‑party managers.

Robert Borowczak is a financial advisor with Northern Trust Securities, Inc. in Dallas, TX, holding a Series 66 designation and possessing 21 years of industry experience. He has been with Northern Trust Securities since 2011. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a wrap fee program, serving high-net-worth individuals, retail investors, and institutional clients with model-driven strategies that integrate proprietary and third-party investment products.

Abigail Valentine is a financial advisor with Advisor Resource Council in Dallas, TX, holding the CFP® designation along with Series 63 and 65 licenses. She has 11 years of industry experience, including seven years at The Vanguard Group and one year at LPL Financial. Advisor Resource Council is an SEC-registered firm serving individuals—including high net worth clients—retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies through its AIQ platform, alongside a variety of custom investment solutions.

John Bauer is a financial advisor at Cain, Watters & Associates, LLC with three years of industry experience. He holds a Series 65 credential and previously worked at PricewaterhouseCoopers and the University of Arkansas - Fayetteville. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services 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 multiple investment programs, combining internal due diligence with third-party managers.

Clayton Fisher is a Certified Financial Planner® (CFP®) with 21 years of industry experience. He is currently with Arax Advisory Partners and has previously worked with U.S. Capital Wealth Advisors, USCA Securities, USCA RIA, and Wells Fargo Clearing. Arax Advisory Partners offers wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a mix of in-house portfolio teams and independent managers, using both traditional and alternative investments, and integrates AI tools to complement its research and operations.

Lal Echterhoff is a CFA® charterholder with 34 years of industry experience. He is affiliated with Level Four Advisory Services in Dallas, TX, where he has worked since 2013. Prior to and concurrently, he has been involved with Level Four Capital Management and Harbor Financial Services. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and state and municipal entities. The firm provides financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, multiple custodians, and a mix of firm-sponsored and third-party platforms.

Maggie Robertson is a Series 66-licensed advisor with Advisor Resource Council, based in Dallas, TX, and has one year of industry experience. Her prior work includes roles in education and a position at Texas Leaguer Brewing Company. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities. The firm integrates artificial intelligence with traditional analysis in its investment strategies and offers a range of managed account solutions alongside third-party advisory platforms.