Tanner Hodges is a financial advisor at M HOLDINGS SECURITIES, Inc. with two years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at M Financial Group, Tolleson Wealth Management, and The Miles Foundation. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent Member Firms and Financial Professionals. The firm provides a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Scott Skrocki is a CFP® professional with one year of experience at True North Advisors, LLC. Prior to joining True North, he worked at Huntington Bank for three years and attended Texas A&M University. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets. The firm serves very high net worth and ultra-high net worth individuals, corporate pension plans, trusts, estates, foundations, and other business entities, offering comprehensive financial planning, portfolio management, and wealth advisory services with a value-oriented, diversified investment approach.

Blaine Malcolm is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Merit Financial Advisors in Frisco, TX. His background includes roles at Purshe Kaplan Sterling Investments, Stratos Wealth Partners, Lifestyle Planning Solutions, LPL Financial, and The Botsford Group. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services centered on long-term, diversified portfolios, combining internally managed models with advisor customization and various authority options.

Chad Wood is a financial advisor at BOK Financial Securities, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities, LLC and TIAA-CREF. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with model strategies ranging from income-oriented to ESG-focused approaches.

Sean Alford is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Quotient Wealth Partners, LLC. His prior roles include positions at CFO4Life Group, LLC, and Ausdal Financial Partners, Inc. Outside of his advisory work, he was involved with CFO4Life Group, LLC, an investment advisory business. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management services tailored to client risk profiles. The firm utilizes a mix of fundamental and cyclical analysis to develop diversified, factor-tilted portfolios and manages held-away accounts through various technological tools.

Thomas Pace is a financial advisor with Retirement Planners of America in Plano, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with MMWKM Advisors, LLC for the past decade. He is also an independent insurance agent. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program for individuals, high-net-worth clients, and retirement plan participants. The firm uses an “Invest and Protect” approach focused on capital preservation and tactical rebalancing, employing model portfolios largely composed of ETFs and mutual funds while maintaining discretionary trading authority.

Matthew Middleton is a financial advisor with Advisor Resource Council, holding a Series 65 credential and five years of industry experience. He has been with Advisor Resource Council since 2021 and has work history including roles at LPL Financial and as a bartender at The Colony Wine Bar. Outside of advising, he has worked in the hospitality sector. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs AI-driven model portfolios combined with traditional fundamental analysis and coordinates estate-planning services through external legal professionals.

Cary Bazan is a financial advisor with Mutual of Omaha Investor Services, Inc. in Irving, TX, holding Series 63 and Series 65 licenses and with 11 years of industry experience. Prior to joining Mutual of Omaha in 2018, he worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of advising, Bazan is active as an actor with Linda McAlister Talent and is an Amazon KDP author. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm uses platforms such as Envestnet and Pershing to deliver managed solutions and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Shaun Aguilar is a financial advisor with Trajan Wealth, L.L.C. in Frisco, TX, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has previously worked with Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Aguilar also acts as an insurance agent, focusing on fixed index annuities as part of his role at Trajan Wealth. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach emphasizing stocks, ETFs, and selective mutual funds, tailoring portfolios to clients’ risk tolerances, tax situations, and other personal factors.

Ian Smith is a Series 66-licensed advisor at Advance Capital Management Inc with 13 years of industry experience. He has worked at Advance Capital since 2020 and previously held roles at Foreside Fund Services LLC and Westwood Management Corp. in the Dallas, TX area. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations. The firm emphasizes financial planning and portfolio management using mutual funds and ETFs, and offers specialized retirement services including a Chief Retirement Officer program.

Aaron Rosenthal is a financial advisor with Cain, Watters & Associates, LLC who holds the Series 65 designation and has two years of industry experience. Prior to joining Cain, Watters & Associates, he worked at Deloitte and held various roles including positions at Arvest Bank and the University of Central Arkansas. Cain, Watters & Associates, LLC 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 both discretionary and non-discretionary investment solutions and incorporates affiliated banking and accounting resources into its service offerings.

Royce Itschner is a CFP® and PFS™ credentialed advisor with 26 years of industry experience. He is currently with True North Advisors, LLC and has prior experience at Clear Rock Advisors, LLC, as well as a part-time role at Massey, Itschner & Co., P.C., a full-service CPA firm. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and institutions with financial planning, portfolio management, and consulting. The firm employs a fundamentally driven, value-oriented investment approach combined with quantitative tools and serves as a private fund adviser and general partner to multiple pooled investment vehicles.

Evelyn Burgett is a CFP® professional based in Dallas, TX, affiliated with Momentum Independent Network Inc. She has 29 years of industry experience, including roles at Hilltop Securities and TIAA-CREF. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients with investment advisory, portfolio management, financial planning, and brokerage services. The firm offers multiple managed account programs using both discretionary and non-discretionary structures, integrating broker-dealer operations with banking and municipal advisory capabilities.

Jacob Odom is a financial advisor with LEE Financial Company, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Covenant Wealth Partners and First Allied Securities. Outside of financial advising, he is the owner and founder of an automobile purchase consulting service that he has provided to select family, friends, and clients. LEE Financial Company offers 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 centered on its WholeVision™ planning framework and manages a range of investment portfolios, including private pooled investment vehicles and family office services.

Rhiannon Lynn is a financial advisor with Sound Income Strategies, LLC, holding a Series 66 designation and one year of industry experience. She previously worked at Edward Jones and Seven Oaks Insurance Agency, LLC, where she spent 19 years. Lynn serves as a board member of the Kiwanis of Flower Mound, where she manages invoicing and financial reporting. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base, including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis and customized managed portfolios, offering a range of services from discretionary asset management to insurance planning through affiliated channels.

Aidan Jahnke is a financial advisor with Quotient Wealth Partners, LLC in Dallas, TX, holding a Series 65 designation and having one year of industry experience. His prior roles include work at Catapult Solutions Group and teaching positions at the University of North Texas, Collin College, Plano West High School, and Rice Middle School. Outside of finance, he has experience working at Taverna Rossa. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management services to both non-high-net-worth and high-net-worth clients. The firm employs tailored investment programs using ETFs, mutual funds, individual securities, and third-party managers, applying fundamental and cyclical analysis to create diversified, factor-tilted portfolios.

Zachary Beckerley is a CFP® professional with 17 years of industry experience, currently serving with Merit Financial Advisors. His prior work includes roles at Purshe Kaplan Sterling Investments, LPL Financial, and Stratos Wealth Partners. He serves on the board of directors for Mazie's Mission, a nonprofit organization, where he reviews financials and assists with decision-making. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach utilizing centrally managed portfolios and customizable models overseen by an internal Investment Management team.

Jeremy Bisceglia is a CFP® professional with 20 years of industry experience, currently serving at Level Four Advisory Services. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Outside of advisory services, he is involved with Level Four Insurance Agency, focusing on insurance sales. Level Four Advisory Services manages approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, implementing client strategies through model portfolios, various wrap platforms, and unaffiliated sub-advisors.

David York is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with various USAA entities since 2014, including USAA Life Insurance Company and USAA Financial Planning Services. Outside of his advisory role, he is involved in property ownership as a landlord. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products, operating primarily as a retirement-advice intermediary rather than a portfolio manager.

Randall Hardin is a financial advisor at Momentum Independent Network Inc. with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Hilltop Securities Inc. and Wells Fargo. Outside of his advisory role, he has been affiliated with Plano West High School since 2007. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers a range of advisory and brokerage services, utilizing third-party managers and integrated platforms to deliver customized investment solutions.