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.

Daniel Vandergriff is a financial advisor at Northwest Asset Management with 27 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Northwest Asset Management, he worked at CS Planning Corp., Noble Private Wealth, LLC, and Fidelity in various advisory roles dating back to 1998. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and institutional clients. The firm focuses on customized investment management using strategic asset allocation and Modern Portfolio Theory, and offers a range of financial planning, consulting, tax preparation, and back-office services.

Larry Jackson is a financial advisor with Quotient Wealth Partners, LLC, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at Mercer Allied Company, Cetera Advisor Networks, Goldman Sachs Personal Financial Management, and Girard Securities. Quotient Wealth Partners is a multi-advisor firm serving individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion for around 1,900 clients, offering tailored, diversified portfolios that incorporate ETFs, equities, fixed income, mutual funds, options, alternative investments, and third-party managers, supported by fundamental and cyclical analysis and tax-aware strategies.

Daniel Mcguire is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Retirement Planners of America and has previously worked at MMWKM Advisors, LLC, Quadcap Wealth Management, LLC, and BKD Wealth Advisors. He is also an Independent Insurance Agent. 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 consisting mainly of ETFs and mutual funds, supported by a mathematically based long-term market signal.

Terrence Fergen is a financial advisor at BFC PLANNING, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BFC PLANNING since 2016. Prior to that, he worked at Berthel Fisher & Company Financial Services, Inc. starting in 2012. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory and third-party management programs, with strategies that typically include stocks, bonds, mutual funds, and ETFs.

Brian Bortz is a financial advisor at Cain, Watters & Associates, LLC with 25 years of industry experience. He holds the PFS™ designation and Series 65 license, and has been with Cain, Watters & Associates since 2008. Outside of his advisory role, Bortz has minority ownership interests in Tectonic Financial, Inc., a publicly traded company with several financial industry affiliates, and in three entities related to CWA that provide business-specific services and referrals. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management primarily for dental healthcare professionals, individual investors, and pension or profit-sharing plan sponsors. The firm combines its CPA and accounting services with multiple investment programs, including pooled funds and separately managed accounts, and maintains a formal affiliation with a banking institution and related entities.