Carrie Masure is a Series 65-licensed financial advisor with four years of industry experience, currently with Integrity Advisory Solutions. Her prior roles include positions at American Senior Benefits, Gradient Advisors LLC, and Bankers Life. She is also involved in retirement planning and financial education through affiliated businesses focused on client guidance and seminar facilitation. Integrity Advisory Solutions serves individuals, high-net-worth clients, trusts, estates, corporations, and business clients through a network of independent advisors managing approximately $1.1 billion in assets. The firm offers tailored portfolio management, financial planning, retirement consulting, and utilizes a range of investment strategies and third-party platforms to meet client needs.

Garrett Baker is a Series 65-licensed advisor at Apollon Wealth Management, LLC with three years of industry experience. He previously worked at Sage Advisors LLC for four years and has background experience in education at the University of Wyoming and local high schools. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, retirement plan advisory, and consulting, with investment approaches spanning mutual funds, ETFs, equities, fixed income, alternative vehicles, and ESG models.

Ryan Moffett is a CFP® professional with over two decades of industry experience, including 21 years at The Northern Trust Company and currently with Simon Quick Advisors, LLC. He is based in Dallas, TX. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial and tax planning, and administrative services. The firm employs a diverse investment approach that includes unaffiliated independent managers, mutual funds, ETFs, and affiliated private funds, along with integrated tax and back-office services.

Jordan Paff is a financial advisor with IAMS Wealth Management, LLC in Dallas, TX, holding a Series 65 license and three years of industry experience. Prior to his current role, he worked as an independent insurance agent and has served as president of Simply Disciples Incorporated since 2022. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other business entities. The firm manages accounts primarily on a discretionary basis, employing a range of investment instruments and utilizing AI tools for research and operational support.

Kevin Sullivan is a Series 65-licensed advisor at Integrity Advisory Solutions with four years of industry experience. He previously worked at Namcoa for four years and has been associated with Infinite Wealth Advisors, LLC since 2012. Sullivan is also a licensed insurance agent. Integrity Advisory Solutions serves a broad client base including individuals, trusts, estates, and businesses through a network of approximately 100 independent advisors managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing fundamental and technical analysis along with various asset-allocation strategies and third-party platforms.

Christine Gammill is a financial advisor at Victory Financial with 30 years of industry experience. She has held roles at Equitable Advisors and AXA Advisors, LLC. Outside of her advisory work, she is a member of Collaborative Law Dallas and Executive Women of Dallas. Victory Financial Group serves a diverse clientele, including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach based on Modern Portfolio Theory, combining fundamental, cyclical, and behavioral analysis to manage model portfolios that range from Aggressive to Capital Preservation.

Jesse Ohakam is a financial advisor with M HOLDINGS SECURITIES, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining M HOLDINGS in 2026, he worked at Thrivent Financial and Thrivent Investment Management Inc., among other firms. Outside of his advisory work, he provides part-time transportation services as an independent contractor for Uber Technologies. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms. The firm offers a range of advisory and brokerage services, utilizing both in-house portfolio managers and third-party sub-advisors, and emphasizes suitability-based recommendations with ongoing client monitoring.

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.

Kevin Kott is a financial advisor with Hilltop Securities Inc. in Monterey, CA, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been with Hilltop Securities since 1986. Hilltop Securities Inc. provides brokerage, execution, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm offers a range of portfolio management programs through an open-architecture platform and features unique operational capabilities such as municipal bond strategies co-advised by Franklin Templeton Group and custody services uncommon among enterprise advisers.

Joel Gustafson is a financial advisor with Momentum Independent Network Inc. in Springfield, IL, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Momentum Independent Network since 2012. Outside of his advisory role, Gustafson serves on the board of the Lincoln Land Community College Foundation. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm offers investment advisory programs, managed accounts, financial planning, and retirement plan consulting, utilizing a platform model with third-party managers and integrated services through Envestnet and Hilltop affiliates.

Chris Smith is a financial advisor at Intrua Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Advisor Networks LLC and Carson Wealth Management. He is also active as a sales representative of non-variable insurance products. Intrua Financial provides investment advisory and portfolio management services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis to develop customized asset allocations and offers both discretionary and non-discretionary management options.

Myles Mc Manus is a CFP®-certified financial advisor at Facet with five years of industry experience. He has held positions at Brighton Jones, Tolleson Wealth Management, and Valmark Securities, among others. Based in Dallas, TX, Mc Manus has worked at Facet since 2025. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a range of households primarily through phone, video, and a proprietary web platform. The firm uses model-based asset allocations focused on ETFs and employs technology-driven processes for tax-optimized portfolio implementation and regular account reviews.

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.

James Kaighin Jr. is a CFP® with 27 years of industry experience, currently serving as an advisor at Momentum Independent Network Inc. since 2011. He holds the Series 63 designation and is based in Austin, TX. Outside of his advisory role, he is a director and treasurer of Knights of the Symphony, a support organization for the Austin Symphony. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet, offering customized investment programs, managed accounts, and financial planning, with notable integration of Hilltop affiliates in its municipal bond strategies and cash management features.

Christopher Norris is a financial advisor at Integrity Advisory Solutions with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Burlington Alliance Capital Management, Allstate Insurance Company, and Osaic FS, Inc. Mr. Norris is also involved in estate planning consultation and program enrollment through Integrated Trust Systems. 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 plan consulting, sub-advisory services, and client referral programs, using a range of asset-allocation frameworks and third-party platforms.

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.

Ivan Salazar is a CFP®-certified financial advisor with five years of industry experience. He is currently with True North Advisors, LLC and previously worked at RGT Wealth Advisors and Ameriprise Financial Services, Inc. Outside of his advisory role, he owns and manages a rental property in Stephenville, Texas. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions, offering comprehensive financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach with a focus on value-oriented strategies and manages multiple private pooled investment vehicles.

Tara Scottino is a CFP® and holds a Series 66 license, with 25 years of industry experience. She has been with True North Advisors, LLC since 2014. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets and serving very high net worth and ultra-high net worth individuals, institutional clients, and various entities. The firm employs a value-oriented, bottom-up investment approach with diversified portfolios across multiple asset classes and offers both discretionary and advisory services including management of private pooled investment vehicles.

David Sego is a CFP® and PFS™ credentialed financial advisor with 26 years of industry experience. He is currently with BOK Financial Private Wealth, Inc. and has worked at Weaver and Tidwell Financial Advisors, Ltd. since 2000 and The Milestone Group, Inc. since 2016. BOK Financial Private Wealth, Inc. provides discretionary and limited non-discretionary investment management, wealth advisory, and financial planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm follows a team-based investment process supported by research from BOKF, NA’s Strategic Investment Advisors group and integrates with a broader financial holding company structure that includes banking, trust, and municipal securities capabilities.

Torey Pellegrini is a CFA® charterholder with 14 years of industry experience. He is currently an advisor at The London Company of Virginia, where he has worked since 2023. His prior roles include positions at Amundi Distributor US, Inc., Harbor Capital Advisors, Harbor Funds Distributors, and Pioneer Investment Management USA, Inc. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, charitable organizations, and institutional investors using a conservative, bottom-up equity process focused on downside protection.