Michael Mikeska is a CFP®-certified financial advisor with 35 years of industry experience, currently with Concurrent Investment Advisors, LLC in Dallas, TX. His prior experience includes positions at Purshe Kaplan Sterling Investments and Raymond James Financial Services. He serves on the boards and finance committees of several non-profit organizations including C. C. Young, Dickinsons Place, and the YMCA of Metro Dallas Foundation. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers, supported by a network of approximately 286 advisors.

Bryan Bracchi is a financial advisor with Commonwealth Financial Network based in Plano, TX. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior roles include positions at Franklin Templeton Financial Services and Ascensus Broker Dealer Services. Outside of his advisory work, he is a managing member and co-owner of Scooper Dudes LLC, a business unrelated to investments. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, offering various advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support, while its Investment Management and Research team manages discretionary model portfolios.

Timothy Bradford is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds the Series 65 designation and previously worked at National Life Group and Knights of Columbus. Outside of his advisory role, he is involved as an insurance agent and managing director with Texas National Financial Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, and various institutional clients. The firm offers multiple advisory platforms combining long-term strategies with options for shorter-term trading and uses third-party asset managers across a broad client base.

Kyle Treadwell is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds a Series 66 license and has worked previously at Edward Jones and The Prudential Insurance Company of America. Outside of advising, he serves as Membership Chair for the Precision Metalforming Association Lonestar Chapter and has participated as a judge at a local school music festival. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Sydney Hacker is a CFP® with three years of industry experience, currently with Mercer Global Advisors Inc. in Rockwall, TX. Prior to joining Mercer, Hacker held positions at Sanctuary Securities, Sanctuary Advisors, Fidelity Investments, and Equitable Advisors. Outside of finance, Hacker has experience working at Dillard's, Baylor University, and in the hospitality sector. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, nonprofits, and endowments, providing investment advisory as well as financial, tax, retirement, estate planning, and family office services. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios utilizing low-cost ETFs, index funds, and other specialized strategies.

Henry Smith is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Rockefeller Financial in 2025, he worked at UBS Financial Services and Sellside Group, LLC. In 2022, he spent time traveling in Europe following his college graduation. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services through a Private Advisor model and consolidated investment platform.

Juan Hernandez is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Dallas, TX. He holds Series 63 and Series 66 designations and has 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services, TCBI Securities, Texas Capital Bank, Wells Fargo, Regions Bank, and BBVA Compass Insurance Agency. FIFTH THIRD SECURITIES, Inc. serves a wide range of individual and institutional clients through both advisory and brokerage channels. The firm offers access to various managed account programs and portfolio management strategies on the Passageway platform, supported by a large team of advisors and affiliated entities.

William Wall is a CFP® professional with eight years of industry experience. He has been with Creative Planning since 2017 and previously worked at Tolleson Wealth Management. Outside of his advisory role, he serves as treasurer for The Charles F. "Doc" Hall Foundation, supporting the Texas A&M University men's lacrosse club. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by various active management techniques and comprehensive retirement plan services.

Madison Friedman is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial, Friedman held positions at Stack'd Oakland, CIFC Asset Management, Viva Los Tacos, and Marty B's, and also completed several years of full-time education. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Rawles Bell is a financial advisor with Beacon Pointe Advisors, LLC in Dallas, TX, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Benchmark Private Wealth Management, Innovation Partners, and Beacon Pointe Insurance Services, where he also acts as an insurance agent. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, implementing strategies primarily through allocations to third-party independent managers selected via a proprietary due-diligence process. The firm offers discretionary wealth management, financial planning, retirement plan consulting, outsourced CIO solutions, and sponsors proprietary investment vehicles.

Jeremy Hudson is a CFP® with 19 years of industry experience currently advising at Corient. His prior roles include a decade at RGT Wealth Advisors, LLC, and positions at CIPW Service Company, LLC and Corient Services LLC. He is based in Dallas, TX. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives.

Owen Joyce is a financial advisor with Voya Financial Advisors, Inc. in Dallas, TX, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, Merrill, and Corebridge Financial. Voya Financial Advisors, Inc. is a large-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, retirement plans, charities, and corporate clients. The firm offers financial planning, portfolio management, and a variety of managed account programs, utilizing both affiliated and unaffiliated investment products and technology-enabled tools to support client investment strategies.

Joe Foster is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 63 designation. He has 36 years of industry experience, including roles at Ameritas Advisory Services, Canvas Financial, and other financial and insurance firms. Outside of advisory work, he serves on the board of a Christian ministry and provides exit planning services to business owners. Ameritas Advisory Services, LLC offers investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of portfolio construction tools and platforms, including model portfolios and sub-advisers, and operates within a mutual holding company structure with affiliated broker-dealer and insurance entities.

Christina Angelo is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding a Series 66 designation and two years of industry experience. She has worked at Commonwealth since 2021 and also maintains a role at Day Reps, LLC since 2017. Previously, she was involved with C. Angelo Designs, Inc. and gnomadic boutique, inc. from 2013 to 2017. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while enabling affiliated advisors to operate under their own brands.

Victor Guadiana is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and having 10 years of industry experience. His prior work includes roles at Cetera and Avantax, with additional time at Institutional Securities Corp. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm offers both advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers, with a notable emphasis on non-discretionary account management.

Steven Wisdom is a CFP® professional with 43 years of industry experience, currently affiliated with Commonwealth Financial Network in Dallas, TX. He has been associated with Commonwealth since 1989 and has operated Swisdom Financial since 2000. Outside of advisory work, he is also a notary public. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management services, while offering various discretionary and customized investment program options.

Zachary Williamson is a financial advisor with Principal Financial Services holding Series 65 and Series 63 licenses. He has one year of industry experience, including roles at Principal Life Insurance Company, Principal Securities, Inc., NYLIFE Securities LLC, and New York Life Insurance Company. Prior to entering the financial services industry, he worked in various sectors including retail and hospitality. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Hunter Shoemake is a CFP® with five years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC. Prior to joining MAI in 2026, he worked at Hilltop Securities and Charles Schwab & Co., Inc. Shoemake's background also includes roles outside finance at Golf Galaxy and Lifetime Fitness. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, institutions, and corporations. The firm offers customized portfolio strategies across multiple asset classes and integrates financial planning, tax, and administrative services through its affiliated companies.

Eric Doan is a financial advisor with Transamerica Financial Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked in various roles including positions at LegacyShield Solutions, inheritguard, LLC, and Doan Insurance Group, LLC. Outside of advisory work, Doan is involved in estate planning services and insurance sales, including health, vision, and dental insurance enrollment. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to institutions, providing both advisory and broker-dealer services through proprietary and third-party investment models with discretionary and non-discretionary program options.

Jacob Marley is a Series 66 credentialed financial advisor with 25 years of industry experience. He is currently with Equity Services, Inc. and National Life Group, having worked at both firms since 2015. Outside of his advisory work, he is a partner in an ice vending business run with his father. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.