Shailesh Negandhi is a financial advisor at FourStar Wealth Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials with 20 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Bridgeway Wealth Partners. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management using fundamental and technical analysis, tailoring portfolios to clients’ risk tolerances and objectives.

Michael Lloyd is a financial advisor at Hilltop Securities Inc. with five years of industry experience. He holds a Series 66 designation and has worked in various roles including at Trademark Property Co. and Texas Christian University. Outside of his advisory career, he was involved with the Tassajara Valley Little League for ten years. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, and retirement-plan consulting. The firm operates on an open-architecture platform utilizing third-party technology and managers, and it combines custody, banking, and market-making capabilities within its service offerings.

Adrienne Anthony is a CFP® and holds a Series 65 license with 11 years of industry experience. She has worked at Lee Financial Company, LLC since 2022 and previously spent eight years at Murphy & Sylvest. 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 operates a team-based model with an Investment Committee overseeing asset allocation and manager selection, and employs a WholeVision™ planning framework to address liquidity, income, growth, and tax considerations in client portfolios.

Ashley Heineman is a financial advisor at Concurrent Investment Advisors, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Concurrent, Ashley worked at Fisher Investments, United Capital Financial Advisors, and Goldman Sachs Personal Financial Management. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors managing about $9.9 billion in client assets, employing a long-term, customized portfolio approach using a variety of investment vehicles.

Taylor Heifetz is a financial advisor at Hilltop Securities Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Charles Schwab, HD Vest Advisory Services, and Fidelity Brokerage Services LLC. His career spans roles at various financial services companies over the past decade. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed account programs, financial planning, retirement-plan consulting, and a variety of municipal bond strategies and specialty programs.

David Abdulky is a financial advisor at Momentum Independent Network Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SWS Financial Services Inc. since 2003. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing third-party managers and integrated platforms to deliver customized investment solutions.

Gregory Dvorocsik is a financial advisor at SpiderRock Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch Investment Managers and BlackRock Investments since 2006, with a career at Merrill Lynch dating back to 2000. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, utilizing a rules-based, systematic approach that combines quantitative and fundamental inputs. The firm is known for its focus on listed derivatives and dynamic option overlays, serving a diverse client base including asset managers, registered investment advisors, banks, family offices, pension funds, and high-net-worth individuals.

Richard Feild is a financial advisor at Hilltop Securities Inc. in San Antonio, TX, holding Series 63, 65, and 66 licenses with 49 years of industry experience. He has been with Hilltop Securities since 2016. Outside of finance, Feild is involved in film production, serving as co-writer, co-producer, and executive producer for several independent film projects. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutions, managing approximately $2.25 billion in assets. The firm offers a range of managed account programs through an open-architecture platform, combining adviser-managed and model-based investment solutions with custody and specialized municipal bond strategies.

Patrick Jackson is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at First Command Advisory Services and Citigroup Global Markets. Outside of his advisory work, he co-owns Greater Lights Logistics LLC, a general freight transportation business. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party managers through platforms like Envestnet, providing clients with account monitoring, rebalancing, and optional tax and impact overlay services.

Christina Williams is a CFP® with 22 years of experience in the financial industry. She has been with Lee Financial Company, LLC since 2004 and holds a Series 63 license. 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 and utilizes an Investment Committee to oversee asset allocation and manager selection, offering a comprehensive planning framework and managing both liquid and private investment vehicles.

Saul Lico is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of finance, he has worked as a model and actor, occasionally serving as an extra in films. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to a diverse client base, managing approximately $2.25 billion in assets. The firm offers an open-architecture investment platform with a range of managed account programs and distinctive operational features, including custody services and co-advised municipal bond strategies.

Francisco Sanchez is a financial advisor at Krilogy with eight years of industry experience. He holds a Series 65 credential and previously worked at Phlox Capital Management, LLC for seven years and at The University of Texas at Dallas for three years. Krilogy Financial serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning and consulting, corporate retirement plan consulting, family office services, and sub-advisory and separately managed account model delivery, using a long-term investment approach combined with tactical overlays and advisor-led risk profiling.

Thomas Allred is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Hilltop Securities Inc. since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients with investment advisory, portfolio management, financial planning, brokerage, execution, clearing, and custody services. The firm offers both discretionary and non-discretionary portfolio solutions, utilizing a range of asset-allocation and analytical strategies, and distinguishes itself by integrating broker-dealer operations with banking and municipal advisory services within the Hilltop group.

Brandi Holmes is a Certified Financial Planner® with 24 years of industry experience. She is currently an advisor at Advisory Services Network and has previously worked at Calton & Associates, Inc., among other firms. Holmes is also a licensed insurance agent involved in the sale and service of insurance products. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers customized portfolio management, financial planning, and retirement-plan consulting, utilizing a variety of investment strategies and implementation options tailored to client objectives.

Corey Long is a CFP® with 15 years of experience in financial advising. He is currently with True North Advisors, LLC and has previously worked at Clear Rock Advisors, Polaris Wealth Advisory Group, and Raub Brock Capital Management. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions through comprehensive financial planning, portfolio management, and consulting. The firm employs a fundamentally driven, bottom-up investment approach with a focus on value-oriented strategies, supplemented by passive indexed ETFs, SMAs, and alternative or private investments.

Tyler Kumar is a CFP® with six years of industry experience currently with Quotient Wealth Partners, LLC. His prior roles include positions at BIP Alliance, LLC, The Money Advisor Group, LLC, and The Vanguard Group, Inc. Outside of financial advising, he was involved with Liquor Til' 9 for several years. Quotient Wealth Partners, a multi-advisor firm with 26 advisors, provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion and employs diversified investment strategies incorporating ETFs, equities, fixed income, alternatives, and third-party managers.

Mark Clift is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding a Series 63 designation with 36 years of industry experience. He has been with Hilltop Securities since 2002. Outside of his advisory role, Clift is a stockholder in a certified development company providing long-term loans to small businesses, owns a cattle feeding and growing operation, and serves as treasurer for the Woodland Hills Property Owners Association. Hilltop Securities Inc. offers brokerage, 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 programs and fiduciary services through an open-architecture platform.

John Garcia is a financial advisor at Concurrent Investment Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 15 years before joining Raymond James Financial Services and later Concurrent Investment Advisors. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in assets through a long-term, customized investment approach that includes ETFs, mutual funds, individual securities, and alternative investments.

Charles Rey is a financial advisor with Level Four Advisory Services who holds a Series 66 credential and has three years of industry experience. His prior work includes roles at Morgan Stanley and Corient. Outside of finance, he has been involved in music as a performer and currently serves as a church worship director. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and a diverse client base. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a range of affiliated and third-party management options.

Joseph Morrison is a CFP® professional with two years of industry experience. He currently works at True North Advisors, LLC, where he has been since 2021. Prior to joining True North, he was with Fisher Investments for two years and has a background that includes a role at Texas Christian University and experience with the Chicago Cubs. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions with comprehensive financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach with a focus on value-oriented strategies and incorporates a range of asset classes including equities, fixed income, diversifiers, and private investments.