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.

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.

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.

Shai Spiegel Brown is a financial advisor at Quotient Wealth Partners, LLC with a Series 65 designation. Brown has experience at Genpro Inc and held various roles prior to entering the financial advisory field. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans, managing approximately $3.54 billion across 1,900 clients through a team of 26 advisors. The firm offers tailored, broadly diversified portfolios using a range of investment vehicles and employs fundamental and cyclical analysis combined with tax-aware strategies.

James Pence III is a Series 66-licensed advisor at Hilltop Securities Inc. in Dallas, TX, with one year of industry experience. Prior to joining Hilltop Securities, he was employed at the University of Oklahoma and Admiral Roofing, and he also worked in the education sector at Norman Public Schools. 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 delivers investment solutions through an open-architecture platform that includes adviser-managed and model-based programs, supported by a range of portfolio management and fiduciary services.

Jemilson Pierrelouis is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 designations with 16 years of industry experience. He has been with Hilltop Securities since 2008. Outside of his advisory role, he is the founder of Hedge Consultants LLC, a provider of free point-of-sale software for small retail and restaurant businesses. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base, including individuals, corporations, nonprofits, and institutions. The firm utilizes an open-architecture platform with multiple managed account programs and distinguishes itself through features such as municipal bond strategies co-advised by Franklin Templeton Group and custody capabilities uncommon among enterprise advisers.

Bryan Rigg is a CFP® practitioner with 20 years of experience in the financial services industry. He is currently with Founders Financial Securities LLC and previously worked at Cantella & Co., Inc. and Investment Advisors Corp. Rigg is involved in several non-investment activities, including owning a publishing house used for lectures, writing, and radio shows, as well as consulting in medical and end-of-life planning. He also serves as a board member for the Fort Worth Christian Financial School Endowment. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of advisors managing approximately $4.1 billion in assets. The firm offers a range of advisory platforms and services, including discretionary and non-discretionary management, financial planning, and specialized consulting such as 1031 exchange advisory.

Bryan Bernard is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Prospera Financial Services since 2002. Bernard is also the owner of Silverthorn Investments, where he provides investment services to individuals, business owners, and corporations. Prospera Financial Services is a multi-team firm serving a diverse client base, including high-net-worth individuals, 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 via multiple platforms and customized portfolio management.

Ronald Jones is a CFA® charterholder with 21 years of industry experience. He has been with Lee Financial Company, LLC in Dallas, TX for 20 years. 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 model with an Investment Committee overseeing asset allocation and manager selection, using a WholeVision™ planning framework to integrate various aspects of client needs.

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.

Shannon Dugger is a financial advisor at Integrity Advisory Solutions with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with firms including AlphaStar Capital Management and Woodbury Financial Services. Dugger also serves as a Regional Sales Director for The Assurance Group, where she is involved in insurance consulting, planning, and business management. Integrity Advisory Solutions supports a network of around 100 independent advisors managing approximately $1.1 billion in client assets. The firm provides portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of asset-allocation strategies and third-party platforms to tailor portfolios for individual and institutional clients.

Connor Vlahos is a financial advisor at NorthCoast Asset Management LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations. His prior work history includes roles at Kovitz Investment Group Partners, Connectus Wealth, Conti Capital, Morgan Stanley, E*TRADE Securities, E*TRADE Capital Management, and Fidelity Investments. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process and offers a range of strategies including equity, fixed income, options-defined outcome approaches, and alternative interval funds.

Robert Steinmetz is a financial advisor at Integrity Advisory Solutions with four years of industry experience. He holds a Series 65 designation and has worked previously at Missouri Employers Mutual Insurance for 25 years. Steinmetz serves as a board member and treasurer for Access Arts, a nonprofit organization providing community art activities. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, and retirement consulting through a network of investment adviser representatives, utilizing third-party platforms and a range of investment strategies.

William Cirksena is a financial advisor at MDRN Capital with four years of industry experience. He holds a Series 66 designation and previously worked at Cetera Advisor Networks and Enterprise Fleet Management. In addition to his advisory role, he is involved in insurance sales, dedicating approximately 10% of his time to this activity. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model and constructs portfolios using unaffiliated independent managers alongside low-cost mutual funds and ETFs, combining fundamental and technical analysis with ongoing manager oversight.