Sean Mccauley is a CFP® professional with 16 years of industry experience currently with RFG Advisory, LLC. His prior roles include positions at Ameriprise Financial Services, Inc., USAA Financial Planning Services, and TD Ameritrade. He is also the owner of Cross Timbers Financial Group, a dually registered advisor firm. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm’s investment approach is primarily discretionary, utilizing model portfolios, third-party platforms, and alternative investment access, and it serves unique client segments including investment companies and municipal entities.

Caitlin Bryan is a financial advisor at Cain, Watters & Associates, LLC with 15 years of industry experience. She holds a Series 65 designation and has been with the firm since 2010. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management primarily to dental healthcare professionals, individual investors, and trustees or plan sponsors of pension and profit-sharing plans. The firm also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Tai Newman is a financial advisor at Wedbush Securities Inc. with one year of industry experience. He holds a Series 66 designation and is based in Dallas, TX. His background includes roles at Defender Outdoors and a significant period in full-time education. Wedbush Securities serves individual, high-net-worth, and institutional clients by offering investment advisory and broker-dealer services across multiple asset classes and account types. The firm’s offerings include wealth management, capital markets, and research, with portfolio management tailored to client objectives.

Matthew Greer is a CFP® with 16 years of experience in financial advising. He is currently with The Mather Group, LLC, where he has worked since 2022. His prior roles include positions at Schwab Private Client Investment Advisory, Charles Schwab and Co., Inc., Charles Schwab Bank, SSB, and USAA Financial Advisors Inc. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and customization options such as direct indexing and ESG portfolios.

Kevin Burke Jr. is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation with one year of industry experience. He has worked at Hilltop Securities since 2022 and is also a project manager at NCS Roofing & Solar LLC, a roofing and general contracting company. Hilltop Securities serves individual, high-net-worth, and institutional clients with a range of investment advisory and broker-dealer services. The firm offers managed account programs, financial planning, retirement-plan advisory, and brokerage functions through an open-architecture platform that combines third-party and firm-sponsored strategies.

Spencer Sligh is a financial advisor at Advisor Resource Council with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and USAA Financial Planning Services. He has been with Advisor Resource Council and affiliated with LPL Financial since 2015. 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 AI-driven model portfolios alongside traditional analysis and provides services through a network of Investment Adviser Representatives on both discretionary and nondiscretionary bases.

Shannon Reed is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Dallas, TX. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Fidelity Investments, Gold Standard Mortgage, and Changing Lanes Credit and Financial Services. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and financial planning, supported by ongoing monitoring and use of third-party sub-advisors and platform providers.

Brook Hoover is a Series 65-licensed financial advisor with Cain, Watters & Associates, LLC in Frisco, TX, where he has worked since 2014. He has 11 years of industry experience. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management primarily to dental healthcare professionals, individual investors, and trustees or plan sponsors of pension and profit-sharing plans. The firm also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

John Robuck is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with BOK Financial Securities and Bokf, NA since 2012. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, institutions, municipalities, and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client communication with firm-provided investment research, asset allocation, and manager selection.

Patrick Freeland is a CFA® charterholder with 16 years of industry experience. He currently works at Hilltop Securities Inc. and has previously been employed at Charles Schwab, TD Ameritrade, Salem Managed Services, and Envestnet Asset Management. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering a range of advisory and brokerage services through an open-architecture platform featuring third-party and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities and provides municipal bond strategies alongside specialty programs.

Michael Bless is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Prospera Financial Services, Inc. He has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Outside of his advisory role, he owns and operates Vintage Arabians, an Arabian horse farm. Prospera Financial Services is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Benjamin Svoboda is a financial advisor at Cain, Watters & Associates, LLC with four years of industry experience. He holds the Series 65 designation and previously worked at Deloitte Tax LLP for six years. Cain, Watters & Associates 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 a range of solutions including ERISA plan advisory, pooled trust offerings, and unified managed accounts, supported by affiliated banking and accounting entities.

Kelly Kunst is a CFP®-certified financial advisor with 16 years of industry experience, currently serving at BFC Planning, Inc. since 2015. Prior to and alongside this role, Kunst has been associated with Berthel Fisher & Company Financial Services, Inc. Outside of advisory work, Kunst is a member of the Living Word Lutheran Church council and is authoring a book aimed at supporting the entrepreneurial community. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional clients through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing multiple platform arrangements and investment strategies tailored by individual advisers.

Rosilyn Overton is a CFP® with 50 years of industry experience, currently serving at Level Four Advisory Services. She previously worked for Mid-Atlantic Securities, Inc. for 25 years. Outside of advisory roles, she operates a sole proprietorship insurance agency and is a partner in Brown and Overton Partnership. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across a diverse client base, including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of internal and third-party management.

Balin Smith is a financial advisor at Hilltop Securities Inc. with six years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Equitable Advisors and in roles outside finance including at Savage Tavern and The Gaylord Texan. Hilltop Securities serves individual and institutional clients through both investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan consulting, and annuity-based solutions. The firm combines custody, banking, and market-making capabilities with access to third-party and firm-sponsored investment strategies.

Courtney Watson is a financial advisor with Arax Advisory Partners in Dallas, TX, holding Series 63 and Series 65 credentials and over 31 years of industry experience. Prior to joining Arax in 2026, she worked at U.S. Capital Wealth Advisors for five years and has been associated with USCA Securities and related entities since 2016. Outside of her advisory role, she serves as a trustee for family trusts and manages a non-investment-related LLC. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering financial planning, portfolio management, and retirement consulting through a combination of internal management and third-party relationships. Arax is notable for its use of performance-based fees and carried-interest arrangements for qualified investors and private funds, as well as its consolidation of affiliated firms to expand its institutional and operational capabilities.

Anthony Apollaro Jr. is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 66 license and 18 years of industry experience. He has worked at Fusion Investment Advisors LLC since 2012 and held prior roles at Varsity Asset Management LLC, Optimus Capital Advisors LLC, and McKeel Capital Management. Outside of his advisory role, he serves as president of Get In The Box, Inc., overseeing its operations. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, manages discretionary portfolios and provides financial planning services to a diverse client base, including high net worth individuals, pension plans, trusts, and charitable organizations. The firm employs both fundamental and technical analysis within an open-architecture platform to implement tailored investment strategies across a broad range of asset types.

Zulema Romo is a financial advisor with USAA Investment Services Company in Plano, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior experience includes roles at JPMorgan Chase Bank and J.P. Morgan Securities LLC. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and other individual investors through phone and digital channels, offering Retirement Income Strategy Reports and facilitating referrals rather than managing client accounts directly.

Wassana Ford is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and six years of industry experience. She has been with Mutual of Omaha Investor Services since 2018 and has worked with Mutual of Omaha Insurance Company since 2016. In addition to her advisory role, she is licensed as an insurance agent, focusing on health and life insurance products including disability, long-term care, and Medicare supplement plans. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a range of managed account programs and financial planning solutions. The firm primarily uses a platform relationship with Envestnet and offers access to MOIS-approved model portfolios and third-party money managers.

Jacob Hood is a financial advisor at United Capital Financial Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Keller Williams and Connor's Steak & Seafood. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management with asset-allocation models, offers portfolio customization for ESG and faith-based preferences, and supports clients with technology and reporting tools.