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.

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.

Porsche Davis is a financial advisor with M Holdings Securities, Inc. based in Dallas, TX. Holding a Series 66 designation, Davis has one year of industry experience. Prior to joining M Holdings Securities, Davis worked at Prink Made and Pacific Coast Fruit Company. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients through a nationwide network of Investment Advisor Representatives and Member Firms. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and sub-advisory services.

Richard Drew is a CFA® charterholder with four years of industry experience. He is currently with Lee Financial Company, LLC and previously worked at Comsovereign Holding Corp. He also has been involved with Rad Joy, LLC for ten years. Lee Financial Company provides fee-only financial planning and discretionary and non-discretionary portfolio management to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm follows a team-based approach through its WholeVision™ planning framework and manages tailored portfolios that may include mutual funds, separately managed accounts, ETFs, structured notes, private investments, and other strategies.

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.

Ryan Wallace is a financial advisor with Momentum Independent Network Inc. in Colleyville, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with SWS Financial Services since 2010. Outside of his advisory role, Wallace is involved as an owner and financial consultant in Wood Waste Solutions LP, a recycling business. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers a range of advisory and brokerage services, utilizing third-party managers and Envestnet’s platform for investment management and incorporates affiliated banking products within its investment strategies.

Anthony Pampel is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at Lion Street Financial, LLC and Lion Street Advisors since 2022, and owns True Life Financial Planning, LLC, a registered investment advisory firm focused on financial planning. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individual clients by offering asset management, asset-allocation advice, financial planning, and corporate retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis with a relative-strength methodology, primarily utilizing mutual funds and ETFs to tailor portfolios to client goals.

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.

John Hoover is a financial advisor at Maia Wealth with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments and Woodmen Financial Services. Outside of his advisory role, he is also a licensed insurance agent for various carriers. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, including high-net-worth clients. The firm employs a range of analytical approaches with a long-term investment orientation and coordinates estate-planning and tax services through unaffiliated specialists.

Carrie Masure is a financial advisor at Integrity Advisory Solutions with three years of industry experience. She holds a Series 65 designation and has previously worked at Gradient Advisors LLC and American Senior Benefits. Outside of her advisory role, she is involved in retirement and financial planning through Sure Fire Financial LLC and participates in educational activities related to retirement planning with Key Retirement Solutions and American Senior Benefits. 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, retirement plan consulting, and sub-advisory services through a network of investment adviser representatives, using both individualized and model portfolio strategies that may include equities, fixed income, ETFs, mutual funds, and alternative investments.

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.

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.