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 Certified Financial Planner® with 21 years of industry experience. He has worked at Lee Financial Corporation since 2004. Gibson holds Series 63 and Series 65 licenses. 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 also acts as investment adviser to private pooled investment vehicles.

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.

Ronald Jones is a CFA® charterholder with 22 years of industry experience. He has been with Lee Financial Corporation since 2006. Based in Dallas, TX, he holds a Series 63 license. Lee Financial Company, LLC provides fee-only financial planning and discretionary and non-discretionary portfolio management to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm operates a team-based model centered on its WholeVision™ planning framework and serves as General Partner and Investment Manager for several affiliated private partnerships.

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 with Integrity Advisory Solutions in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining Integrity Advisory Solutions in 2025, Dugger worked at AlphaStar Capital Management, Woodbury Financial Services, Regulus Advisors, and has been involved with The Assurance Group since 2015, where Dugger also serves as a Regional Sales Director focused on insurance consulting and business management. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing a variety of investment approaches and third-party platforms to tailor solutions to client needs.

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 with Integrity Advisory Solutions, holding a Series 65 designation and five years of industry experience. His professional background includes roles at Senior Benefit Services and WR Wealth Planners, LLC, as well as a lengthy tenure at Missouri Employers Mutual Insurance. Outside of his advisory work, he serves as 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, and businesses, offering portfolio management, financial planning, and retirement consulting through a network of approximately 100 independent advisors managing around $1.1 billion in client assets. The firm utilizes various investment strategies and third-party platforms to construct tailored portfolios and integrates retirement-plan advisory with affiliated program sponsorship.

Porsche Davis is a financial advisor at M HOLDINGS SECURITIES, Inc. based in Dallas, TX, holding the Series 66 designation with one year of industry experience. Prior to entering financial services, Porsche worked at several companies including Prink Made and Pacific Coast Fruit Company. M HOLDINGS SECURITIES, Inc. serves a broad range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a mix of advisory and brokerage services, with investment management delivered both directly and through sub-advisors, and provides ongoing client monitoring and reviews.

Richard Drew is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at LEE Financial Company, LLC since 2022. Prior to this, he worked at Comsovereign Holding Corp. for one year and has been involved with Rad Joy, LLC for ten years. 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 and offers family office and foundation services, managing tailored portfolios that include a broad range of investment vehicles and overseeing several affiliated private partnerships.

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.