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.

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® with 17 years of industry experience, currently with Merit Financial Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Stratos Wealth Partners. He serves on the board of Mazie's Mission, a nonprofit organization. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm offers asset management, financial planning, and retirement plan consulting through a network of investment adviser representatives and employs a long-term, diversified asset allocation approach supported by an internal investment management team and third-party managers.

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.

Wendy Hosner is a financial advisor with Level Four Advisory Services in Dallas, TX, holding a Series 66 designation and 21 years of industry experience. Her career includes roles at Ameriprise Financial Services and Wells Fargo Clearing before joining Level Four Advisory Services and Level Four Financial. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a combination of firm-sponsored and unaffiliated sub-advisors.

Justin Luddeke is a CFP® with 17 years of experience and currently serves as a financial advisor at LEE Financial Company, LLC in Dallas, TX. He has worked with Lee Financial Corporation since 2013. LEE Financial Company provides fee-only financial planning and discretionary and non-discretionary portfolio management to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based model using its WholeVision™ planning framework and offers services including family office and foundation management, with tailored portfolios that incorporate a range of investment types.

Janet Dettle is a Planning Consultant at Fidelity Investments, where she has been working since 2022. In this role, she partners with clients to help them make informed financial decisions aimed at achieving long-term financial security. Prior to joining Fidelity Investments, Janet worked as a Financial Advisor at First Command from 2020 to 2022. Through her professional experience, she is focused on supporting clients in their financial planning needs.

Sydney Katzmark is a financial advisor at Merit Financial Advisors with two years of industry experience. He holds Series 66 and Series 63 credentials and has worked at several firms, including Purshe Kaplan Sterling Investments, Global Wealth Advisors, Charles Schwab & Co., Inc., and HFS Wealth Management. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified investment approach managed through centrally constructed portfolios and supports both discretionary and non-discretionary accounts.

Christian Jones is a financial advisor with Hilltop Securities Inc. in Dallas, TX. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Fidelity Investments and Pollard Ford. Hilltop Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and broker-dealer services with a range of managed account programs, financial planning, and retirement-plan advisory solutions. The firm operates an open-architecture platform and combines custody, banking, and market-making capabilities.

Kari Kirkley is a financial advisor at Level Four Advisory Services in Dallas, TX, with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Level Four Advisory Services since 2018, also working with Level Four Financial, LLC since 2016. Outside of her advisory role, Kirkley is active in Rotary International, serving as a Youth Exchange Officer and volunteering approximately 40 hours per month. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a combination of internal and third-party platforms and sub-advisors.

Austin Collins is a financial advisor at Prospera Financial Services, Inc. based in Dallas, TX, with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Cambridge Investment Research and Whitley Penn. Outside of his advisory work, Collins has been employed in food and beverage services and quality assurance contracting. Prospera Financial Services, Inc. is a multi-team advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm offers financial planning, portfolio management, and access to multiple advisory programs, combining discretionary and non-discretionary account management with various model portfolios and third-party money managers.

Nicholas Beare is a CFA® charterholder based in Dallas, TX, with 37 years of industry experience. He has been with Stephens since 2005. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a broad range of advisory services, brokerage, investment banking, and research, combining bottom-up equity analysis with committee-driven asset allocation and alternative investments.

Eric Lardner is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at OneAmerica Securities and American United Life. Outside of advising, he is involved in the sales of fixed insurance products through Abundant Wealth Management Inc. Sound Income Strategies is a fee-based investment adviser serving a diverse client base, including individuals, corporate and pension clients, other advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies, actively manages portfolio risk through fundamental and technical analysis, and offers services such as financial planning, ERISA plan services, and ETF sub-advisory.

Adam Recker is a CFP® and CFA® with nine years of industry experience. He has been with The Mather Group, LLC since 2017 and previously worked at First Financial Bank from 2011 to 2017. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customized portfolio options and integrates tax synchronization and AI-assisted market analysis while maintaining human oversight.

Mark Lanyon is a CFA® charterholder based in Dallas, TX, with five years of industry experience. He has worked at Turtle Creek Management LLC since 2014. Turtle Creek Trust provides investment management and advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities, primarily through separately managed accounts. The firm manages approximately $3.66 billion in assets and employs a fundamental analysis-driven, multi-capitalization equity strategy supplemented by fixed income and balanced approaches.