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 CERTIFIED FINANCIAL PLANNER™ professional with over 42 years of industry experience. He is currently with Prospera Financial Services, Inc., having previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he owns and operates an Arabian horse farm. Prospera Financial Services is a multi-team advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning and portfolio management through a variety of advisory programs and platforms, managing approximately $14.4 billion in client assets.

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.

Jake Stephens is a financial advisor at Royal Fund Management, LLC, holding a Series 65 license with one year of industry experience. His prior work includes roles at Globelife, The Range In McKinney, and Allen Independent School District. He is also a licensed independent insurance agent in Texas, specializing in life and health insurance. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm offers ongoing portfolio management, financial planning, and pension consulting, applying fundamental, technical, and cyclical analysis to develop tailored investment strategies.

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 at Arax Advisory Partners with 31 years of industry experience. Her career includes roles at U.S. Capital Wealth Advisors, USCA Securities, Wells Fargo Clearing, and Prudential Equity Group. She holds Series 63 and Series 65 licenses. Outside of her advisory work, she serves as a trustee managing investment-related trusts. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and private fund advisory, employing a mix of traditional and alternative investments along with AI-supported research and operations.

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.

Miller Marks is a financial advisor at Hilltop Securities Inc. with a Series 66 designation and one year of industry experience. Prior to joining Hilltop Securities, he spent six years at Colget University. Hilltop Securities serves individual, high-net-worth, and institutional clients through a combination of investment advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement-plan advisory, and municipal bond strategies, supported by custody, banking, and market-making capabilities.

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.

Brandon Day is a CFP® professional associated with Advisor Resource Council in Dallas, TX, with 22 years of industry experience. He has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2012, and previously worked at LPL Financial and Securian Financial Services. Outside of his advisory role, he teaches financial and retirement planning seminars at local colleges and is credited as an associate producer for a production company based on his personal story. Advisor Resource Council is an SEC-registered investment adviser serving individuals, retirement plans, charitable organizations, and businesses. The firm combines artificial intelligence tools with fundamental analysis to offer a range of model and separately managed account strategies, alongside custom solutions such as option-based strategies, delivered through a network of investment adviser representatives.

James Walley II is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding the CFP® and Series 66 designations with 16 years of industry experience. He previously worked at J.P. Morgan Securities from 2012 to 2023. He serves on the Board of Management for the YMCA in Moody, Dallas. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity solutions. The firm combines custody, banking, and market-making capabilities and provides clients access to both third-party and firm-sponsored investment strategies.

Leonard Laub is a financial advisor with Hilltop Securities Inc. in Monterey, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Hilltop Securities since 2008. Outside of his advisory work, he is a limited partner in family-owned theater partnerships in Los Angeles that generate regular income distributions. 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 investment programs through an open-architecture platform and features municipal bond strategies co-advised with Franklin Templeton, along with custody capabilities uncommon among enterprise advisers.

William Purvis is a financial advisor at Sowell Management in Dallas, TX, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at LGT Financial Advisors LLC and The Vanguard Group, Inc. in various advisory roles. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm operates through an independent-contractor model and employs multiple management styles, including strategic and tactical allocation, individual equity selection, and customized portfolio design.

Royce Medlin is a CFA® charterholder with 23 years of experience in the financial industry. He has worked at True North Advisors, LLC since 2024 and previously spent eight years at Clear Rock Advisors, LLC. Based in Dallas, TX, he holds the Series 66 license. True North Advisors, LLC serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions with financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach focused on value-oriented strategies while incorporating passive indexed ETFs, SMAs, and alternative or private investments as appropriate.

Raymond Lancaster is a financial advisor at Ally Invest Advisors with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TIAA-CREF and New York Life. His other business activities include managing rental properties. Ally Invest Advisors serves a large retail client base with discretionary portfolio management through automated services and advisor-led guidance. The firm uses ETF-based model portfolios grounded in Modern Portfolio Theory and integrates digital tools for rebalancing, performance reporting, and tax-sensitive features.

Justin Duke is a CFA® charterholder at Simon Quick Advisors, LLC with prior experience at the Bank of New York from 2015 to 2026. He is based in Dallas, TX, and has been with Simon Quick Advisors since 2026. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax planning and compliance, as well as administrative services. The firm allocates client assets across a range of investment vehicles using proprietary quantitative analysis, due diligence, and ongoing monitoring, and it operates several affiliated funds and fund-of-funds structures.

Brian Fox is a financial advisor with Prospera Financial Services, Inc. in Grapevine, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Merrill, and Edward Jones. Outside of his advisory work, Fox is involved in real estate development and sales through his participation in BG Fox, LLC and Foxhawk, LLC. Prospera Financial Services, Inc. is a multi-team advisory 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 platforms with a variety of management options.