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 65 and Series 63 licenses and six years of industry experience. She has worked at Mutual of Omaha Investor Services since 2018 and has also been affiliated with Mutual of Omaha Insurance Company since 2016. Outside of her advisory role, she is an insurance agent specializing in health and life insurance products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and uses Pershing as custodian and introducing broker-dealer, operating within the broader Mutual of Omaha group alongside broker-dealer and insurance businesses.

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 with over 22 years of experience in the financial services industry. He is affiliated with LPL Financial and has been associated with Advisor Resource Council since 2012. In addition to his advisory work, he teaches financial and retirement planning seminars at local colleges and has been involved as an associate producer for a production company. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large 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.

Jonathan Williams is a financial advisor at Concurrent Investment Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as Treasurer on the board of a nonprofit organization. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets under management, employing a long-term approach with customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

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.

Alexandra Evans is a financial advisor at Concurrent Investment Advisors, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Concurrent, she worked in various roles at Abbott, CramCrew, Crossover Health, and Kroger. She is also involved with Wealth Partners Alliance as a client associate. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs a long-term, portfolio-driven investment approach utilizing ETFs, mutual funds, and selected individual securities tailored to client goals and risk tolerance.

William Purvis is a financial advisor at Sowell Management in Dallas, TX, holding Series 65 and Series 63 licenses with three years of industry experience. His prior work includes roles at LGT Financial Advisors LLC and The Vanguard Group, Inc. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm offers investment management, financial planning, retirement-plan advisory, and consulting services through a multi-branch independent-contractor model with over 100 advisors, utilizing a range of investment styles and third-party sub-advisors.

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.

Brian Fox is a financial advisor at Prospera Financial Services, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of advising, he is involved as a member of two LLCs engaged in residential and commercial real estate development and other non-investment related business activities. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services utilizing multiple platforms and customizable portfolio solutions.

Richard Mc Coy is a Series 66-licensed financial advisor with Level Four Advisory Services in Dallas, TX, bringing 25 years of industry experience. He has been with Level Four Financial and its affiliated entities since 2006. Outside of his advisory role, he is a partner involved in office management at GHMYS Group, LLP. 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 and asset management, employing model portfolios developed internally or through sub-advisers, and features vertically integrated financial capabilities including affiliated trust services.

Judson Crawford is a financial advisor at Cain, Watters & Associates, LLC with 20 years of industry experience. He holds a Series 65 designation and has been with Cain, Watters & Associates, P.L.L.C. since 2008. Mr. Crawford has a minority ownership interest in Tectonic Financial, Inc., a publicly traded company with several financial industry affiliates, and holds ownership stakes in related entities that provide business services to clients in specific industries. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management primarily to dental healthcare professionals, individual investors, and pension or profit-sharing plan sponsors. The firm combines CPA/accounting services with multiple investment programs, including pooled collective funds and separately managed accounts, and maintains a formal affiliation with a banking institution to support its client offerings.

Stephen Mendel is a financial advisor at Integrity Advisory Solutions with 11 years of industry experience. He holds a Series 65 designation and has worked at Vested Legacy Wealth Management, L.P. since 2014. Mendel is also the owner and managing partner of The Mendel Law Firm, L.P., which focuses on estate and trust planning, probate, and elder law. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, relying on third-party platforms and managers to provide customized investment strategies.

Ather Naqi is a financial advisor with Ally Invest Advisors in Lewisville, TX, holding a Series 66 license and eight years of industry experience. He has worked at several firms, including USAA Investment Services Company, J.P. Morgan Securities, and First Command Advisory Services. Outside of his advisory role, Naqi umpires cricket games for the Dallas Cricket League and the North Texas Cricket Association. Ally Invest Advisors serves a large retail client base with discretionary portfolio management through automated and advisor-led services, utilizing primarily ETF-based model portfolios across multiple risk tiers. The firm integrates digital processes and provides detailed performance reporting while maintaining operational ties to its banking and brokerage parent.

James Parry Sr. is a ChFC® credentialed financial advisor with 36 years of industry experience. He has been with Arkadios Wealth Advisors since 2019 and previously worked at Triad Advisors, Inc. and his own firm, Parry Financial Advisors LLC, which he continues to operate. Outside of advisory work, he is involved as a licensed settlement broker in life settlements and works as a life insurance agent. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various internally managed and third-party strategies, combining fundamental, technical, and cyclical investment analyses.

David Geschke is a financial advisor at Level Four Advisory Services with 35 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at The Mather Group, Lincoln Investment, Capital Analysts, Avantax Investment Services, and Hilltop Securities. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, portfolio management, retirement plan consulting, and access to third-party money managers through model portfolios and various wrap platforms.

John Bryan is a financial advisor at Level Four Advisory Services with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Level Four Advisory Services since 2021, also associated with Level Four Financial, LLC since 2010. Outside of his advisory work, he serves as president and team manager of the Evanston Adult Hockey Association, a sports club he started in 2023. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of direct management, affiliated sub-advisers, and third-party managers.

Charles Dix is a financial advisor at Arax Advisory Partners with 42 years of industry experience. His prior roles include positions at U.S. Capital Wealth Advisors and USCA Securities. Outside of advisory work, he is a majority owner of ActFit LLC, providing business advice for fitness and nutrition, and serves as a FINRA arbitrator. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors, overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, including the use of performance-based fee arrangements and carried-interest structures for qualified investors.