Henry Bashore is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 45 years of industry experience. He worked at Stephens Inc. for 12 years prior to joining Hilltop Securities in 2024. Hilltop Securities Inc. offers brokerage, 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 provides a range of portfolio management and financial planning solutions through an open-architecture platform that includes adviser-managed and model-based programs.

Joelle Hinds is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Facet since 2023. Her prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2021, as well as OneAmerica Securities and American United Life from 2021 to 2023. Outside of advising, she serves on the Board of Trustees for Stevens Institute of Technology and is a public member of the Texas Bar Association Grievance Committee. Additionally, she is involved with JH2 Solutions, LLC as a collaborative divorce professional and financial neutral. Facet serves individual members across a broad range of wealth levels, providing tiered subscription-based financial planning and discretionary investment management through a Total Financial Life Resources framework. The firm emphasizes fixed subscription fees rather than percentage-of-AUM charges and integrates technology-driven features such as machine-learning recommendations for employer plan accounts.

Marcus Walker is a financial advisor with Fifth Third Wealth Advisors LLC in Dallas, TX. He holds the CFP® and ChFC® designations and has 20 years of industry experience. His prior roles include positions at Truist and BB&T. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and access to separately managed accounts for a diverse client base, including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis using a combination of in-house and third-party strategies.

Bryant Hayes is a financial advisor at Thrivent Advisor Network, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Thrivent Investment Management, Inc., Purshe Kaplan Sterling Investments, Inc., and LPL Financial. Hayes is also a Senior Trade Support Specialist at Thrivent Advisor Network, LLC, where he processes trades and addresses trade-related issues. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm focuses on long-term investment strategies using customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, while offering access to independent managers and a range of implementation options.

Sarah Beattie is a financial advisor with LEE Financial Company, LLC in Dallas, TX, holding two years of industry experience. She has been with Lee Financial Company since 2007, where she is part of a multi-team firm structure. 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 serves as General Partner and Investment Manager for several affiliated private partnerships while offering customized portfolios that include a range of investment vehicles.

Kim Sams is a financial advisor at Ethos Financial Group, LLC in Plano, TX, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Chapwood CustomHedge Portfolio Advisory Services, LLC, Waterford Capital LLC, and Chapwood Capital Investment Management LLC. Ethos Financial Group provides investment management and consulting services to individuals, trusts, estates, municipal entities, and charitable organizations. The firm employs a model-portfolio approach that integrates diversified, risk-conscious allocations using a range of investment vehicles, supplemented by third-party research and optional tax-overlay management.

Jill Zacha is a financial advisor at Level Four Capital Management with 21 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including LPL Financial and Capital One Advisors. Zacha has served as a FINRA arbitrator since 2004. Level Four Capital Management provides discretionary asset management and sub-advisory services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, and institutional entities. The firm employs a model-driven investment approach overseen by an investment committee, offering a range of equity, fixed income, alternative private credit, private equity, and crypto ETF portfolios.

Rosilyn Overton is a CFP® with 50 years of industry experience, currently serving at Level Four Advisory Services. She previously worked for Mid-Atlantic Securities, Inc. for 25 years. Outside of advisory roles, she operates a sole proprietorship insurance agency and is a partner in Brown and Overton Partnership. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across a diverse client base, including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of internal and third-party management.

Jake Stephens is a financial advisor at Royal Fund Management, LLC, holding a Series 65 license with one year of industry experience. His prior work includes roles at Globelife, The Range In McKinney, and Allen Independent School District. He is also a licensed independent insurance agent in Texas, specializing in life and health insurance. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm offers ongoing portfolio management, financial planning, and pension consulting, applying fundamental, technical, and cyclical analysis to develop tailored investment strategies.

James Walley II is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding the CFP® and Series 66 designations with 16 years of industry experience. He previously worked at J.P. Morgan Securities from 2012 to 2023. He serves on the Board of Management for the YMCA in Moody, Dallas. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity solutions. The firm combines custody, banking, and market-making capabilities and provides clients access to both third-party and firm-sponsored investment strategies.

Alexandra Evans is a financial advisor at Concurrent Investment Advisors, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Concurrent, she worked in various roles at Abbott, CramCrew, Crossover Health, and Kroger. She is also involved with Wealth Partners Alliance as a client associate. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs a long-term, portfolio-driven investment approach utilizing ETFs, mutual funds, and selected individual securities tailored to client goals and risk tolerance.

Richard Mc Coy is a Series 66-licensed financial advisor with Level Four Advisory Services in Dallas, TX, bringing 25 years of industry experience. He has been with Level Four Financial and its affiliated entities since 2006. Outside of his advisory role, he is a partner involved in office management at GHMYS Group, LLP. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across a diverse client base, including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning and asset management, employing model portfolios developed internally or through sub-advisers, and features vertically integrated financial capabilities including affiliated trust services.

David Geschke is a financial advisor at Level Four Advisory Services with 35 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at The Mather Group, Lincoln Investment, Capital Analysts, Avantax Investment Services, and Hilltop Securities. 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, portfolio management, retirement plan consulting, and access to third-party money managers through model portfolios and various wrap platforms.

John Bryan is a financial advisor at Level Four Advisory Services with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Level Four Advisory Services since 2021, also associated with Level Four Financial, LLC since 2010. Outside of his advisory work, he serves as president and team manager of the Evanston Adult Hockey Association, a sports club he started in 2023. 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 that includes individual investors, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of direct management, affiliated sub-advisers, and third-party managers.

Smitha Thomas is a CFP® professional with 20 years of experience in the financial industry. She has worked at Wealthcare Advisory Partners LLC since 2019 and previously held roles at LPL Financial and Independent Financial Partners. She is also a licensed insurance agent. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets and serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that incorporates behavioral economics and quantitative measures to build long-term portfolios.

Sherrie Smith is a financial advisor at Eversource Wealth Advisors, LLC with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Eventide Asset Management, LLC, Foreside Fund Services, LLC, and Northern Lights Distributors, LLC. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services through a national network of advisors using a variety of investment programs and provides turnkey asset management, back-office support, and sub-advisory services.

Karen Lessard is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her career includes roles at Raymond James Financial Services, Concorde Investment Services, and Woodbury Financial Services. Level Four Advisory Services is an SEC-registered enterprise adviser managing over $5 billion across 115 advisors and serves a diverse client base including individuals, retirement plans, corporations, and nonprofits. 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.

Julie Blalock is a financial advisor at Level Four Advisory Services with 34 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Level Four Advisory Services since 2021, having also worked at Level Four Financial, LLC since 2013. Outside of her advisory role, she owns and operates a wholesale business specializing in pimento cheese, coleslaw, and other salads. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and 13,865 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, using tailored portfolios managed internally or through affiliated and third-party sub-advisers.

Timothy Crain is a financial advisor at Archer Investment Corporation based in Longview, TX. He holds a Series 65 designation and has been involved with Bass Energy Services LLC since 2007. Outside of his advisory role, he provides CPA, tax, and accounting services through Succentrix Business Advisors. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies. The firm manages approximately $900 million using a process that includes comprehensive financial assessments and diversified portfolio construction across multiple asset classes.

Harvey Fladeland is a financial advisor at Arkadios Wealth Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Frost Brokerage Services, IFS Financial Services, Touchstone Securities, and AXA Distributors. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various internally managed accounts and third-party managers, combining fundamental, technical, and cyclical investment analysis.