Curtis Ladd is a CFP® certificant with 40 years of industry experience. He is affiliated with Diversify Advisory Services, LLC and has prior experience at DFPG Investments, Inc. and First Financial Center of Dallas, where he is also involved in insurance sales. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management strategies and flexible fee arrangements.

Mathew Welsh is a CFP® professional with 19 years of experience in the financial services industry. He has worked with Advisor Resource Council and LPL Financial since 2014 and previously spent nine years at Outdoor World Bass Pro Shops. He is based in Dallas, TX. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and businesses. The firm combines artificial intelligence tools with traditional fundamental analysis to manage portfolios through its AIQ platform and offers custom investment solutions tailored to client needs.

Gregory Gatlin is a financial advisor at Momentum Independent Network Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 15 years before joining Momentum Independent Network in 2024. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, with a platform model that integrates third-party managers and Hilltop affiliates for specialized municipal bond strategies and cash management features.

Colton Green is a Series 66-licensed financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He previously worked at Lincoln Investment and Valic Financial Advisors and has a background that includes roles in education and small business operations. Outside of his advisory role, he is involved with RETIRESIMPLY, where he engages in insurance sales and client financial goal meetings. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individual, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a multifaceted investment approach that includes fundamental, technical, and cyclical analysis, as well as model portfolios and uses discretionary and non-discretionary management for clients.

Yanyi Tang is a financial advisor at Van Clemens Wealth Management, LLC with two years of industry experience. They hold a Series 66 designation and have worked at multiple firms including Equitable Advisors, LLC and MCM CPAs. Outside of advisory work, Tang owns Scheng Insurance Agency, providing commercial insurance, and operates an online jewelry sales business through Blue Island LLC. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios based on clients’ objectives, risk tolerance, and time horizon, utilizing a mix of modern portfolio theory, fundamental and technical analysis, and access to over 500 third-party managers across various platforms.

Shahmeen Khan is a financial advisor at Meridian Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Southport Capital, Comerica Bank, and Wells Fargo. Meridian Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services using a network model that includes both employees and independent contractors.

David Yarbrough is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Prospera Financial Services since 2000. Prospera Financial Services is a multi-team advisory firm with 271 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities through financial planning, portfolio management, and access to multiple advisory programs and platforms.

Thomas Rasmussen is a CFP® with nine years of industry experience, currently serving as a financial advisor at Soltis Investment Advisors, LLC. His prior roles include positions at Mission Wealth Management, Bluesky Wealth Advisors, Community First Bank/HFG Trust, EP Wealth Advisors, NewFocus Financial Group, and Fidelity Brokerage Services. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in client assets and employs an investment process based on Modern Portfolio Theory combined with quantitative screening and qualitative manager due diligence.

Jason Romph is a financial advisor with LEE Financial Company, LLC, holding a Series 66 credential and 18 years of industry experience. He has been with Lee Financial Corporation since 2011 and previously worked at USAA Financial Planning Services and RBC Capital Markets. LEE Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm offers family office and foundation services and manages private pooled investment vehicles through a team-based approach centered on its WholeVision™ planning framework.

Shayla Cobb is a financial advisor at LEE Financial Company, LLC with two years of industry experience. Her prior work includes roles at Cobb Family and Getting it Done Organizing, as well as ownership of a fitness franchise business under Cobb Fitness, LLC. LEE Financial Company provides fee-only financial planning and portfolio management services to a diverse client base including individuals, families, trusts, charitable organizations, and employer retirement plans. The firm uses a team-based model centered on its WholeVision™ planning framework and manages both discretionary portfolios and private pooled investment vehicles.

Keaton Burke is a financial advisor at EverSource Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 credential and has worked previously at Oliver LaGore VanValin Investment Group, Inc. and CFG Advisors LLC. Outside of advising, he owns and manages two real estate holding companies where he oversees property management and cash flows. EverSource Wealth Advisors serves individual and institutional clients including families, estates, trusts, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services through multiple investment programs and a private markets platform, focusing on tailored client profiling and operational due diligence.

Nicholas Lorenzoni is a financial advisor at Stephens with a Series 66 license and two years of industry experience. His prior roles include positions at Black Diamond Mergers & Acquisitions, Corner Capital Partners, and Tyson Foods. Outside of finance, he was involved with Do College Better and the Front Burner Society - Mexican Sugar. 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 range of advisory services and combines bottom-up equity research with committee-driven asset allocation while also providing brokerage, investment banking, custody, and municipal advisory services.

Richard Megica Jr. is a CFP® and ChFC® with 23 years of industry experience. He has worked at The Mather Group, LLC since 2016 and previously held positions at Charles Schwab and Fidelity. He is based in Dallas, TX. The Mather Group 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 uses an evidence-based investment approach with multiple risk-based allocation models and tax-synchronized portfolio construction, incorporating customization and AI-assisted tools with human oversight.

Trey Waite is a CFP® professional with six years of industry experience, currently with LEE Financial Company, LLC since 2019. His prior experience includes roles at Sullivan Bruyette Speros & Blayney, LLC and Texas Tech University. LEE Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based model centered on its WholeVision™ planning framework and manages tailored portfolios that may include a variety of investment vehicles, while also serving as General Partner and Investment Manager for several affiliated private partnerships.

William Skelton is a Series 66-licensed financial advisor with Hilltop Securities Inc. in Dallas, TX, where he has worked since 2009. He has 25 years of industry experience. Outside of his advisory role, he serves as Finance Chair on the Board of Directors for Friends of the University Park Library and is Chairman of the City of University Parks Parks Committee. 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 portfolio management programs on an open-architecture platform and sponsors municipal bond strategies co-advised by Franklin Templeton Group, LLC.

Gregory Williams is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Level Four since 2021 and has prior experience at Harbor Financial Services and Personalized Service Insurance Agency, where he is also owner and senior insurance sales agent specializing in Medicare supplements, fixed annuities, senior life, and long-term care insurance. 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 offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a mix of wrap platforms and sub-advisors.

Richard Bennett is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior experience includes Edward Jones and LPL Financial. He is involved in non-variable insurance sales and tax preparation activities outside of his advisory work. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities with asset management and consulting services. The firm uses a combination of artificial intelligence and fundamental analysis to manage portfolios through its AIQ platform and offers custom investment solutions alongside third-party program options.

Thomas Clark is a financial advisor at Grimes & Company with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including JP Morgan Securities LLC and TD Ameritrade. Outside of his advisory role, Clark serves as President and Pastor at Oak Stone Christian Church. Grimes & Company provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, business entities, and government entities. The firm uses customized investment strategies based on proprietary research and offers portfolio management, ERISA plan advisory, and other services.

Derrill Brantley is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation and 24 years of industry experience. He has been with ISC Advisors since 2013 and has worked in related financial roles since 2002, including positions at ISC Investment Management, Brantley Financial Management, and Institutional Securities Corp. ISC Advisors, Inc. serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients, offering financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services. The firm manages approximately $1.54 billion in assets and provides a proprietary managed-account program along with model portfolios overseen by an Investment Committee.

Scott Frantz is a CFA® charterholder and holds the Series 66 license, with 11 years of industry experience. He currently works at United Capital Financial Advisors and previously held roles at Capital Advisors, Inc., PricewaterhouseCoopers, LLC, and Merrill. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers customized asset allocation strategies and operates a technology platform that supports independent advisors and a broad affiliate network.