Jodi Lutz is a financial advisor at Wedbush Securities Inc. with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group, LLC. Outside of her advisory role, she owns and manages Pine Dunes Lodge, a lodging facility for golfers, and is involved in several investment-related business ventures. Wedbush Securities provides investment advisory and broker‑dealer services to individual, high-net-worth, and institutional clients across a broad range of offerings including wealth management, fixed income, commodities, and capital markets. The firm serves a diverse client base with tailored portfolio management strategies and supports various institutional research and clearing services.

Alex Stowe Jr. is a CFP® with 24 years of industry experience, currently serving as an advisor at Avior Wealth Management, LLC since 2023. Prior to this, he led Stowe Planning, L.L.C. for 22 years and has been self-employed since 1999. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and business consulting to a diverse client base including individuals, retirement plans, charitable and corporate entities, and banking institutions.

Philippe Thomas is a financial advisor at USAA Investment Services Company with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, Merrill, and Northwestern Mutual. Thomas serves as a Sergeant and Aircraft Mechanic Supervisor with the U.S. Marine Corps Aviation Unit VMGR 234 in Fort Worth, Texas. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, offering Retirement Income Strategy Reports and facilitating referrals rather than managing client assets directly.

Marco Rodriguez is a CFA® charterholder with 27 years of industry experience. He is currently with LEE Financial Company, LLC, where he has worked since 2022, following seven years at Stonegate Capital Markets and over 20 years as a self-employed financial professional. He is president of Marco Associates, a firm specializing in financial modeling, valuation, and investment analysis. 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 using its WholeVision™ planning framework and manages a variety of investments, including private partnerships and pooled vehicles, with a focus on tailored asset allocation and risk management.

Alessandro Ugge is a financial advisor at BOK Financial Securities, Inc. with 13 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Bank of America, Merrill, and BBVA-related entities. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions such as municipalities and government agencies. The firm provides non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client contact with research and asset allocation from its Strategic Investment Advisors.

Austin Cannon is a financial advisor with M Holdings Securities, Inc. in Dallas, TX, holding Series 65 and Series 63 licenses and six years of industry experience. His prior work includes positions at NYLife Securities LLC, New York Life Insurance Company, and JPMorgan Securities LLC. M Holdings Securities, Inc. serves a wide range of clients including individuals, retirement plans, charitable organizations, and corporations through independent Member Firms. The firm provides advisory and brokerage services such as investment management, retirement plan consulting, financial planning, and insurance advisory, offering ongoing client monitoring and a combination of direct management and oversight of third-party sub-advisors.

Gerald Robinson is a financial advisor with Advisor Resource Council in Flower Mound, TX, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked with 360 Wealth Management, LLC since 2012 and LPL Financial, LLC since 2009. Robinson serves as president and board member of the Flower Mound Rotary Club. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm uses actively managed strategies combining artificial intelligence tools with traditional fundamental analysis across diverse portfolios reviewed at least annually.

Curtis Ladd is a CFP® certificant with 40 years of industry experience. He is affiliated with Diversify Advisory Services, LLC and has prior experience at DFPG Investments, Inc. and First Financial Center of Dallas, where he is also involved in insurance sales. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management strategies and flexible fee arrangements.

Andrew Hicks is a CFA® charterholder with 16 years of industry experience. He is currently an advisor at BOK Financial Private Wealth, Inc., where he has worked since 2019. Prior to this, he spent four years at AllianceBernstein L.P. BOK Financial Private Wealth, Inc. provides investment management, wealth advisory, and financial planning services to high-net-worth individuals, trusts, estates, and various institutional clients. The firm uses a team-based investment approach supported by BOKF, NA’s research group and offers diversified portfolios with fiduciary support and asset-allocation guidance.

Mathew Welsh is a CFP® professional with 18 years of industry experience, currently serving with Advisor Resource Council in Dallas, TX. He has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) and LPL Financial since 2014. Prior to his advisory career, he worked at Outdoor World Bass Pro Shops from 2009 to 2018. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, retirement plan consulting, and referrals to third-party money managers and LPL advisory programs. The firm utilizes actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across various asset classes and offers both discretionary and nondiscretionary portfolio management.

Gregory Gatlin is a financial advisor at Momentum Independent Network Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 15 years before joining Momentum Independent Network in 2024. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, with a platform model that integrates third-party managers and Hilltop affiliates for specialized municipal bond strategies and cash management features.

Shahmeen Khan is a financial advisor at Meridian Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Southport Capital, Comerica Bank, and Wells Fargo. Meridian Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services using a network model that includes both employees and independent contractors.

David Yarbrough is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Prospera Financial Services since 2000. Prospera Financial Services is a multi-team advisory firm with 271 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities through financial planning, portfolio management, and access to multiple advisory programs and platforms.

William O'Rourke is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding a Series 65 credential and five years of industry experience. Before joining Concurrent in 2026, he spent five years at Prime Capital Financial and has a background including roles at Optex Systems and Data Fork Digital Group, as well as legal studies and bar exam preparation. He also provides counsel on estate planning, drafting legal documents such as wills and trusts for clients through Legacy Estate Planning. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, long-term portfolios that typically include ETFs, mutual funds, individual securities, and alternative investments, supported by an extensive network of advisors and integrated operational tools.

Jason Romph is a financial advisor with LEE Financial Company, LLC, holding a Series 66 credential and 18 years of industry experience. He has been with Lee Financial Corporation since 2011 and previously worked at USAA Financial Planning Services and RBC Capital Markets. LEE Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm offers family office and foundation services and manages private pooled investment vehicles through a team-based approach centered on its WholeVision™ planning framework.

Shayla Cobb is a financial advisor at LEE Financial Company, LLC with two years of industry experience. Her prior work includes roles at Cobb Family and Getting it Done Organizing, as well as ownership of a fitness franchise business under Cobb Fitness, LLC. LEE Financial Company provides fee-only financial planning and portfolio management services to a diverse client base including individuals, families, trusts, charitable organizations, and employer retirement plans. The firm uses a team-based model centered on its WholeVision™ planning framework and manages both discretionary portfolios and private pooled investment vehicles.

Nicholas Lorenzoni is a financial advisor at Stephens with two years of industry experience. He holds the Series 66 designation and has worked at Stephens since 2023, with prior roles in mergers and acquisitions, corporate positions, and educational institutions. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities, utilizing a range of investment strategies and in-house equity research.

Richard Megica Jr. is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has worked at The Mather Group, LLC since 2016 and previously held roles at Charles Schwab Bank and Charles Schwab from 2012 to 2016. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and customized portfolio options, combining technology tools with human oversight.

Trey Waite is a CFP® professional with six years of industry experience, currently with LEE Financial Company, LLC since 2019. His prior experience includes roles at Sullivan Bruyette Speros & Blayney, LLC and Texas Tech University. 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 model centered on its WholeVision™ planning framework and manages tailored portfolios that may include a variety of investment vehicles, while also serving as General Partner and Investment Manager for several affiliated private partnerships.

William Skelton is a Series 66-licensed financial advisor with Hilltop Securities Inc. in Dallas, TX, where he has worked since 2009. He has 25 years of industry experience. Outside of his advisory role, he serves as Finance Chair on the Board of Directors for Friends of the University Park Library and is Chairman of the City of University Parks Parks Committee. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs on an open-architecture platform and sponsors municipal bond strategies co-advised by Franklin Templeton Group, LLC.