Ronald Jones is a CFA® charterholder with 22 years of industry experience. He has been with Lee Financial Corporation since 2006. Based in Dallas, TX, he holds a Series 63 license. Lee Financial Company, LLC provides fee-only financial planning and discretionary and non-discretionary portfolio management to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm operates a team-based model centered on its WholeVision™ planning framework and serves as General Partner and Investment Manager for several affiliated private partnerships.

Alfred Holland is a CFP® and holds a Series 66 license with 26 years of industry experience. He has worked at Optimum Investment Advisors, LLC since 2014 and joined VestGen Advisors, LLC in 2025. Based in Chicago, IL, he is currently part of a multi-team advisory firm. VestGen Advisors, LLC manages approximately $3.47 billion for over 9,400 clients through a combination of discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm employs a diverse analytical approach and utilizes third-party managers and affiliate strategies to implement client portfolios.

Richard Drew is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at LEE Financial Company, LLC since 2022. Prior to this, he worked at Comsovereign Holding Corp. for one year and has been involved with Rad Joy, LLC for ten years. 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 approach and offers family office and foundation services, managing tailored portfolios that include a broad range of investment vehicles and overseeing several affiliated private partnerships.

Grant Podsednik is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and 23 years of industry experience. His career includes roles at Cetera Wealth Services, Roadmap Wealth Management, Avantax, and LPL Financial. Podsednik was also involved with Compost Carpool, LLC, a non-investment business venture. 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 multiple custodians and sub-advisors, including affiliated entities, to provide diverse investment solutions.

Matthew Rogers 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 roles include positions at Truist Investment Services, Equitable Advisors, UBS, and Northwestern Mutual. Hilltop Securities Inc. serves individuals, corporations, nonprofits, and institutional clients by providing brokerage, investment advisory, retirement-plan consulting, and custody services. The firm offers an open-architecture investment platform with a range of adviser-managed and model-based programs, supporting approximately $2.25 billion in assets under management.

Thomas Neuner is a financial advisor at Level Four Advisory Services with 35 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms including Royal Alliance Associates and Cabot Lodge Securities. Neuner is also licensed to draft estate documents and is involved in organizing a charitable golf outing in St. Louis. Level Four Advisory Services manages approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and fiduciary services, employing model portfolios and multiple custodial platforms.

David Byrnes is a financial advisor at Level Four Advisory Services with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Level Four Financial and LPL Financial. Outside of his advisory role, he serves as treasurer for the nonprofit Texoma Youth Camp, managing its financials and compliance. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors. The firm serves a diverse client base, offering fee-only financial planning, asset management, and retirement plan advisory services with a focus on tailored solutions using model portfolios and affiliated or third-party sub-advisers.

Charles Hunter III is a financial advisor at Level Four Advisory Services with 43 years of industry experience. He previously worked for Mid-Atlantic Securities, Inc. for 31 years before joining Level Four in 2022. Outside of his advisory role, he serves as a board member of FV Cemetery Co., Inc. and is a member of the City of Roanoke Advisory Board on investment policy. Level Four Advisory Services is an SEC-registered enterprise 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, typically implementing client mandates through model portfolios and a variety of wrap platforms and sub-advisors.

Henry Lessner III is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Meridian Wealth Management, LLC since 2022 and previously held roles at Southport Capital, Wealth Management Group, LLC, and Silver Oak Securities, Inc. Outside of his advisory work, Lessner serves as the mayor of Fairview, Texas, and is the founder and a board member of the Allen Philharmonic Symphony, Inc. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension plans, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and retirement plan services, employing a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and alternative investments.

Jeffrey Kerstine is a CFA® charterholder and financial advisor at Fifth Third Wealth Advisors LLC with 18 years of industry experience. He previously worked at Truist Advisory Services and BB&T Wealth. He serves as Chair of the JFS Foundation, overseeing the Board of Trustees and managing investment portfolios to support mental health and social services for the Jewish Family Service Agency. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, including individuals, trusts, pension plans, and institutional clients. The firm employs a range of portfolio management strategies, leveraging both internal and third-party resources, and integrates closely with its parent company, Fifth Third Bank.

Robert Evans is a financial advisor with Level Four Advisory Services in Greenville, NC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at LPL Financial from 2015 to 2021 and has been with Level Four Advisory Services since 2015. In addition to his advisory role, he spends part of his time as an agent for disability, term, health, and fixed non-variable insurance through Level Four Insurance Services. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, and municipal clients. The firm offers fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, using model portfolios developed internally or through sub-advisers.

Hector Salomon is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with six years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Company for five years, as well as Bank of America for six years. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering investment advisory and broker-dealer services through an open-architecture platform that combines third-party technology with firm-sponsored strategies. The firm also integrates custody, banking, and market-making capabilities.

William Kumm IV is a financial advisor at Level Four Advisory Services with 38 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at several firms including Raymond James Financial Services and Concurrent Advisors. Outside of his advisory role, he serves as president of Financial Bootcamp, Inc., a support company. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors. The firm serves a diverse client base with tailored financial planning and asset management, utilizing model portfolios and a combination of direct management and sub-advisers.

Barbara Burris is a financial advisor at LEE Financial Company, LLC in Dallas, TX, with two years of industry experience. She has been with Lee Financial Company since 2013. Outside of her financial advisory role, Burris owns a bookkeeping business she started in 1987. 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 approach through its WholeVision™ planning framework, tailoring portfolios to clients' specific liquidity, tax, income, and risk needs.

Samuel Williams is a CFP®-credentialed financial advisor with 23 years of industry experience. He currently works at Level Four Advisory Services and has prior experience at Compass Capital Corporation and Stifel Nicolaus & Co., Inc. He is also a managing member of Golden Leaf Asset Management. Level Four Advisory Services is an SEC-registered enterprise adviser managing approximately $5.32 billion across 115 advisors and serves a diverse client base including individual investors, retirement plans, corporations, and nonprofit organizations. The firm offers fee-only financial planning, discretionary and non-discretionary asset management, and retirement plan advisory services, utilizing model portfolios and a combination of internal and third-party management.

Michael Doll is a financial advisor at Level Four Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Harbor Financial Services, LLC and Longboat Key Financial Group, LLC. He is based in Dallas, TX. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serving a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios developed by an internal Investment Committee or sub-advisers.

Eric Smith is a financial advisor at LEE Financial Company, LLC in Dallas, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lee Financial Corporation since 2011. Outside of finance, Eric is a contract and recording musician, performing guitar at church services and creating original music for licensing. LEE Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm uses a team-based model centered on its WholeVision™ planning framework and manages tailored portfolios that may include a variety of investment types, including private and structured products.

Adrian Podsednik is a financial advisor at Level Four Advisory Services with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Avantax Advisory Services, LPL Financial, and Cetera Wealth Services. In addition to his advisory role, he provides accounting, tax, and consulting services through his accounting firm, Podsednik & Company, P.C. 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, wrap platforms, and unaffiliated sub-advisors.

Adrienne Anthony is a CFP® with 11 years of industry experience, currently serving as a financial advisor at LEE Financial Company, LLC since 2022. She previously worked at Murphy & Sylvest from 2014 to 2022. 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 approach centered on its WholeVision™ planning framework and also serves as investment adviser to private pooled investment vehicles.

Christopher Habib is a CFP® with seven years of industry experience currently advising at Abacus Wealth Partners since 2019. His prior experience includes roles at Sullivan, Bruyette, Speros & Blayney and Monument Wealth Management. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, trusts, charitable organizations, and business entities. The firm employs a passive-oriented, asset-class investment approach and incorporates ESG screening upon client request, while also sponsoring the Align Impact private fund for qualified investors.