George Pedraza is a financial advisor at BOK Financial Securities, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Merrill, CAPTRUST, Covenant, and Wells Fargo in various capacities. Pedraza serves as a board member for several educational organizations, including Keystone School, the UTSA College for Health Community & Policy Advisory Council, and the Riverwalk Education Foundation, which oversees multiple charter schools in Texas. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients through a non-discretionary, fee-based investment management program called Guided Portfolio Solutions. The firm combines advisor-led client contact with research and asset allocation from Strategic Investment Advisors, and it is affiliated with a publicly traded bank holding company.

Alan Keppler is a financial advisor at Titleist Asset Management, LLC with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at JP Morgan Securities, Merrill, and Bank of America. Keppler also manages Paragon Private Wealth Group, operating as an investment advisory business under Titleist. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee, combining advisory services with affiliated brokerage and insurance activities.

Kelly Landen is a financial advisor at BOK Financial Securities, Inc. in Plano, TX, holding a Series 66 designation with three years of industry experience. Prior to joining BOK Financial Securities, Landen worked at JPMorgan Securities LLC and Goldman Sachs. Outside of financial advising, Landen serves as secretary and board member for McCann Holdings LLC. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with tailored asset allocations.

Arthur Salmon is a financial advisor with BFC Planning, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with BFC Planning and Berthel Fisher & Company Financial Services since 2012. Outside of financial services, he is involved in an e-commerce business distributing automotive parts. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships with approximately $3.8 billion in assets under management and offers flexible fee arrangements and a variety of investment program structures through independent advisory representatives.

Hayden Lusk is a financial advisor at Sagespring Wealth Partners with CFP® and Series 66 credentials and four years of industry experience. Prior to joining Sagespring in 2022, he worked at Raymond James Financial Services, Inc., Raytheon Technologies, The Boeing Company, and Best Buy. Sagespring Wealth Partners serves a diverse client base, including individual households across wealth levels and various institutional clients such as retirement plans, banks, insurance companies, and sovereign wealth funds. The firm provides discretionary investment management, financial planning, and retirement plan consulting, employing tailored portfolios that incorporate fundamental and technical analysis alongside multi-team resources and third-party manager relationships.

Sherrie Smith is a financial advisor at Eversource Wealth Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses with five years of industry experience. Her background includes roles at Eventide Asset Management, Northern Lights Distributors, and Foreside Fund Services. Outside of her advisory work, she has experience in nonprofit and university settings, including Park Cities Presbyterian Church and Southern Methodist University. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, charitable foundations, and institutional relationships. The firm offers wealth management, financial planning, consulting, and specialized services such as outsourced CIO solutions and sub‑advisory support for independent RIAs, integrating multiple investment programs and both firm-managed and third-party model portfolios.

Bradley Weddle is a CFP® professional with 37 years of industry experience, currently serving at Advisor Resource Council since 2013. He has also been associated with LPL Financial since 2007. Outside of his advisory work, he teaches a retirement planning course through the Mesquite Independent School District Community Education program. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, and retirement plan consulting through a network of investment adviser representatives. The firm employs actively managed strategies that integrate artificial intelligence tools with fundamental analysis and offers both discretionary and nondiscretionary portfolio management options.

Joseph Lesnick is a financial advisor at BakerAvenue in Southlake, TX, holding Series 66 and Series 63 licenses with one year of industry experience. His prior roles include positions at Charles Schwab, Scroggins Advisory Strategies, and Wave Wealth Management. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth, and institutional clients, generally on a discretionary basis. The firm employs multiple investment strategies that integrate tactical allocation, quantitative analysis, and fundamental research, including recent expansions into digital asset advice and trust services.

Christina Broyles is a financial advisor at Capital Analysts with 11 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2015. Outside of her advisory role, she serves as an educational consultant and tutor for students with learning differences at Lakemere Learning. Capital Analysts serves individual and institutional clients, offering discretionary and non-discretionary portfolio management through a variety of programs and a proprietary fund screening process. The firm manages approximately $8.8 billion and operates with a network of several hundred advisors, maintaining affiliations with Lincoln Investment and Pershing/BNY.

Karen Lessard is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her career includes roles at Raymond James Financial Services, Concorde Investment Services, and Woodbury Financial Services. Level Four Advisory Services is an SEC-registered enterprise adviser managing over $5 billion across 115 advisors and serves a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, discretionary and non-discretionary asset management, and retirement plan advisory services, utilizing model portfolios developed internally or through sub-advisers.

William Campbell is a Series 65-licensed financial advisor with 18 years of industry experience. He has worked at IAMS Wealth Management, LLC since 2017 and has held a managerial role at Professional Insurance Elite since 2008, where he oversees accounting and recruiting personnel. Campbell previously owned and managed Clearview Retirement Group, which is currently a dormant entity. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives and risk tolerances, utilizing a range of investment vehicles and model portfolios.

Jennifer Lander is a financial advisor at Realta Investment Advisors, Inc. in Dallas, TX, with 12 years of industry experience. She holds a Series 66 designation and previously worked at Titan Securities for nine years. Outside of her advisory role, she operates under the DBA Lonestar Wealth Advisors and is licensed to sell fixed insurance products in Texas. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, pension and profit-sharing plans, and institutional clients. The firm focuses on individualized advice and employs a wide range of investment strategies, including asset allocation across various asset classes, with institutional resources and third-party manager programs.

Everett Franks is a financial advisor at Coppell Advisory Solutions LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at firms including Capital City Financial Partners and Integrated Advisors Network, LLC. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individual and institutional clients. The firm uses an open-architecture platform with internally developed and independent asset allocation models, employing both fundamental and technical analysis to implement tailored investment strategies.

Jonathan Yeakey is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding a Series 65 credential and one year of industry experience. Prior to joining Integrity Advisory Solutions in 2024, he worked as the sole proprietor of Jonathan Yeakey and has been involved with TNG Life LLC since 2018, where he holds a vice president role. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing a range of asset-allocation frameworks and leveraging third-party platforms to tailor investment solutions.

Marco Silva is a financial advisor at SageSpring Wealth Partners with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Voigt-Abernathy. Before entering the financial sector, Silva spent three years at Callaway Golf. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and serving a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management and financial planning through a goals-based approach, utilizing asset allocation, monitoring, and a range of investment strategies, while also providing services to less-common client types such as sovereign wealth funds and banking institutions.

Rodney Jarrell is a CFP® with 11 years of industry experience, currently serving at Simplicity Wealth. He has held roles at Jarrell Tax Planning, which he owns, and has been an adjunct professor teaching MBA courses in accounting and finance at the University of Dallas since 2017. Jarrell is also an instructor for Certified Financial Planner education courses and owns Lakeview Financial Solutions, where he is involved in insurance services. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, along with independent managers, offering a managed account platform with discretionary authority over many portfolios.

Moises Ospina is a financial advisor at Avantax Planning Partners, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several affiliated firms, including Cetera Wealth Services and Avantax Insurance Services. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily operates through a network of CPA firms and registered advisor representatives and manages assets across a broad client base using firm-designed style allocation models and tax-intelligent strategies.

Jonathan Blumenthal is a financial advisor at Quotient Wealth Partners, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Goldman Sachs Personal Financial Management, Girard Securities, Mercer Allied Company, and Cetera Advisor Networks. Outside of his advisory role, he is co-owner of JBBR Ventures, a real estate organization based in Fort Worth, TX. Quotient Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and pension plans. The firm manages approximately $3.54 billion for about 1,900 clients through a team of 26 advisors, employing tailored, diversified portfolios that include ETFs, equities, fixed income, mutual funds, options, and alternative investments.

Julie Blalock is a financial advisor at Level Four Advisory Services with 34 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Level Four Advisory Services since 2021, having also worked at Level Four Financial, LLC since 2013. Outside of her advisory role, she owns and operates a wholesale business specializing in pimento cheese, coleslaw, and other salads. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and 13,865 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, using tailored portfolios managed internally or through affiliated and third-party sub-advisers.

Eric Schindler is a financial advisor at Momentum Independent Network Inc. with 14 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at LPL Financial for nine years. Momentum Independent Network Inc. serves individual, corporate, and institutional clients with investment advisory, portfolio management, financial planning, and brokerage services. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities through its affiliation with the Hilltop group.