Jason Fletcher is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Level Four Advisory Services. His prior roles include positions at Good Life Advisors and LPL Financial. In addition to his advisory work, he provides tax preparation services through a separate business. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and public entities. The firm offers financial planning, asset and portfolio management, retirement plan consulting, and fiduciary services, utilizing model portfolios and a range of third-party platform solutions.

Robert Britt is a Series 65-licensed advisor with Level Four Advisory Services in Dallas, TX, where he has worked since 2016. He has 12 years of industry experience and also holds a long-term role at The Insurance Group. Britt serves as Director of Advanced Planning at Level Four Insurance Agency. 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 provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and various platform options, including affiliated and third-party sub-advisors.

James Hines is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Prospera since 2011. Outside of his advisory role, Mr. Hines serves as Treasurer of Trail Life Troop 22 and volunteers with Beat Creek Bible Church Evergreen Ministry. Prospera Financial Services, Inc. is an enterprise-scale firm serving a diverse client base including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors, offering investment advisory and financial planning services via multiple platforms and customizable portfolio management options.

Charles Seigler Jr. is a CFP® professional with 21 years of industry experience, currently affiliated with Prospera Financial Services, Inc. since 2016. He holds Series 63 and Series 65 licenses and is based in Belmont, NC. Prospera Financial Services, Inc. is a large advisory firm serving individuals, corporate and charitable entities, and retirement plans through a network of about 207 advisors across roughly 140 offices. The firm offers a range of investment advisory and financial planning services using multiple platforms and combines firm models, third-party sub-advisers, and customizable allocations for portfolio management.

Jonathan Rawlings is a CFP® professional with 21 years of industry experience, currently serving at Prospera Financial Services, Inc. He has previously worked at Hilltop Securities, Cetera Advisor Networks LLC, United Capital Financial Advisers, LLC, and Girard Securities, Inc. Rawlings is based in Dallas, TX. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer with approximately 207 advisors across 140 offices, managing around $12.4 billion. The firm serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

Michael Young is a financial advisor with Integrated Advisors Network LLC in Dallas, TX, holding Series 63 and Series 65 designations and over 31 years of industry experience. His prior roles include positions at Specialized Advisors, LLC, Mission Institutional Advisors, First Financial Equity Corporation, AEP Wealth Management LLC, and Compliance Works Inc. Outside of his advisory work, he serves as the managing member of SPARK, PHILLIPS & WYLER, LLC, a holding company. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a variety of investment approaches and often utilizes third-party sub-advisers while providing ongoing portfolio oversight and rebalancing.

Eric Drudge is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds a Series 65 license and has previously worked at Encompass More Asset Management LLC and Compass Group USA. He is also co-founder of The Triumph Agency LLC, an advanced financial insurance services business he runs with his wife, specializing in life insurance and Medicare-related products. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm manages around $1.1 billion in client assets and offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services using tailored investment strategies and third-party platforms.

Benjamin Shae is a CFP® and holds a Series 65 license with 15 years of industry experience. He has been with Lee Financial Company, LLC since 2009. Lee Financial Company provides financial planning and discretionary portfolio management for individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm uses a team-based model with an Investment Committee and employs a WholeVision™ planning framework to integrate various aspects of clients’ financial and personal goals.

Barry Guinn is a financial advisor with Arax Advisory Partners in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at U.S. Capital Wealth Advisors, LLC, and USCA Securities LLC. Outside of the financial industry, he is the sole owner and managing partner of 1-800-STRIPER, LLC, a pavement and parking lot striping business. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management with third-party models and external managers, offering a range of services including financial planning and retirement plan consulting.

Michael Campbell is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding a Series 63 designation with 45 years of industry experience. He has been with Hilltop Securities since 2009. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of portfolio management programs and fiduciary retirement-plan consulting through an open-architecture platform incorporating multiple adviser-managed and model-based investment solutions.

Victoria Capella is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. Her prior work includes roles at Wells Fargo Advisors and PrimeLending. Beyond her advisory work, she operates a swim instruction business and provides resume writing services. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement-plan advisory, and municipal bond strategies, combining custody, banking, and market-making capabilities.

Mark Koellner is a CFP® professional with 19 years of experience in financial advising. He currently works at SteelPeak Wealth, LLC and has previously held roles at Titleist Capital, Titleist Asset Management, Edward Jones, and USAA Financial Planning Services. In addition to his advisory work, he is also active as an insurance agent, selling insurance products to clients. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, and registered investment companies. The firm provides financial planning, retirement consulting, discretionary portfolio management, and access to alternative investments through proprietary model portfolios and private placement solutions.

Stanley Smrke is a financial advisor at Realta Investment Advisors, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked with firms including International Assets Advisory, LLC and Transamerica Financial Advisors, Inc. In addition to his advisory role, he serves as Executive Vice President at Montego Minerals LLC, where he is involved in raising capital for investment funds in the oil and gas sector. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice through comprehensive advisor interviews and implements strategies using diversified asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments.

Eric Willer is a CFA® charterholder with 20 years of experience in the financial industry. He is currently affiliated with IP Financial Advisory Services LLC and has prior experience at firms including Fusion Analytics Investment Partners and Family First Life. Outside of his advisory roles, he is involved with WD Wealth Strategies, providing tax advisory services and client education, and engages in solar panel referrals through Green Day. IP Financial Advisory Services primarily serves individual retail clients by offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority, and refers clients to third-party investment advisors, focusing on non-high-net-worth individuals.

Mindy Kirby is a financial advisor at Kovack Advisors, Inc. with 24 years of industry experience. She holds the Series 66 designation and has worked at Kovack Advisors since 2020, following prior roles at Securities America and Beacon Retirement Planning Services. Kirby is also president and CEO of Kirby Wealth Management, a separate business focused on investment-related activities. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm employs a diversified investment approach primarily using mutual funds and ETFs, and offers discretionary and non-discretionary asset management along with financial planning and third-party manager recommendations.

Richard Pascuzzi is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with Prospera since 2000 and is also involved as owner and advisor of PSE Wealth Management and Prospera Life & Annuity, Inc., an insurance agency. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors across 140 offices, offering investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

Michael Cohen is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Level Four Advisory Services since 2021 and has concurrently operated Level Four Financial, LLC since 2007. In addition to his advisory roles, Cohen is an independent insurance agent specializing in health, life, and disability insurance, and serves as a family-related trustee and executor. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base, including individual investors, retirement plans, corporations, and charitable organizations. 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.

Charles Evans is a financial advisor with Prospera Financial Services, Inc. in Plano, TX, holding a Series 63 designation and bringing 52 years of industry experience. He has been with Prospera Financial Services since 2014. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base, including individuals, high-net-worth clients, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms and delivery vehicles.

Nicholas Gibson is a CFP® with 21 years of industry experience, currently serving at Lee Financial Company, LLC since 2004. Based in Dallas, TX, he holds Series 63 and Series 65 registrations. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, as well as trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm employs a team-based approach with an Investment Committee overseeing asset allocation and manager selection, and utilizes its WholeVision™ planning framework to integrate various client needs.

Alexis Maloy is a financial advisor at Level Four Advisory Services with 11 years of industry experience. She holds a Series 65 designation and previously worked at Harbor Financial Services, LLC for seven years before joining her current firm in 2021. Outside of her advisory role, she volunteers as a stewardship committee member at North Brewton Baptist Church in Alabama. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion in assets across 115 advisors. The firm serves a diverse client base through fee-only financial planning, asset management, and retirement plan advisory services, employing tailored solutions supported by model portfolios and both affiliated and third-party sub-advisers.