David Neubrander is a financial advisor at Level Four Advisory Services with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Level Four Advisory Services since 2021, having also worked at Level Four Financial, LLC since 2007. Outside of his advisory role, he owns Neubrander Financial Services, an insurance sales business. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across diverse client types, 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 direct management and sub-advisers.

Richard Harrington is a CFP® with 25 years of industry experience, currently serving as an advisor at Level Four Advisory Services. He has held roles at Level Four Advisory Services and Level Four Financial since 2022 and has been with Mid-Atlantic Securities, Inc. since 2008. Harrington is a board member of the UVA Community Health Unified Community Board, supporting a nonprofit hospital system. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and about 13,865 client relationships. The firm serves a diverse client base, offering fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services.

Vannessa Marley is a financial advisor at Level Four Advisory Services with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and NYLIFE Securities. Outside of financial advising, she is involved in food delivery and dog boarding services. 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 access to third-party money managers through model portfolios and various wrap platforms.

Jamie Scott is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at True North Advisors, LLC since 2019 and previously spent three years at Moss Adams Wealth Advisors LLC. Based in Dallas, TX, he is part of a firm with multiple advisory teams. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets. The firm serves high net worth individuals, corporate pension and profit-sharing plans, trusts, estates, and foundations, offering comprehensive financial planning, portfolio management, and wealth advisory services with a value-oriented, diversified investment approach.

Robert Wright III is a financial advisor at Belpointe Asset Management LLC based in Dallas, TX. He holds a Series 65 credential and has one year of industry experience. His prior work includes positions at Opus Wealth Management and Elligo Health Research. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios and co-advisory relationships, along with various proprietary and affiliate fund options.

Brannon Johnson is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to joining Hilltop Securities in 2023, he worked at Fidelity Investments and Oxbow Calcining, LLC. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan consulting, and annuity-based solutions. The firm combines custody, banking, and market-making capabilities with an open-architecture platform featuring both firm-sponsored and third-party investment strategies.

Trevor Dunfee is a CFP® professional with experience at True North Advisors, LLC and Texas A&M-College Station. He has been with True North Advisors since 2023. 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 focused on value-oriented strategies, supplemented by passive indexed ETFs, separately managed accounts, and alternative or private investments.

Jeremy Day is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. He has been with Prospera since 2013. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices, offering a range of investment advisory and financial planning services delivered via multiple platforms and customizable portfolio management.

Stephen Wingard is a financial advisor with Csenge Advisory Group, LLC and holds a Series 63 designation. He has 29 years of industry experience, including roles at Madison Avenue Securities, Lion Street Financial, and IPS RIA LLC. Wingard is also a partner at The Wingard Group, which operates under the name Wayfinder Wealth. Csenge Advisory Group serves charitable organizations, corporations, and individual clients, including high-net-worth families, providing asset management, financial planning, and retirement plan consulting. The firm uses a systematic investment process combining fundamental and technical analysis with a relative-strength methodology to construct diversified portfolios primarily composed of mutual funds and ETFs.

Robert Theisen Jr. is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding the PFS™ credential and Series 63 and 65 licenses. He has 35 years of industry experience, including prior roles at Investacorp Advisory Services, Inc. and Investacorp, Inc. Outside of his advisory work, he owns a tax preparation business and serves as president of an insurance-related firm. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet for investment advice, account management, and offers various managed account options along with integration of municipal bond strategies sponsored by Hilltop affiliates.

Michael Peschel is a financial advisor at Concurrent Investment Advisors, LLC based in Dallas, TX, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Advisors. Outside of his advisory role, he is a passive investor in a trampoline park business in Texas. Concurrent Investment Advisors is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement 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 primarily long-term, portfolio-driven investment approach that incorporates ETFs, mutual funds, and selected individual securities.

John Thurlow is a financial advisor at Prairie Capital Management Group, LLC in Dallas, TX, holding a Series 66 designation with 11 years of industry experience. He previously worked at Goldman Sachs from 2014 to 2018 before joining Prairie Capital in 2019. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients by providing asset consulting, investment supervisory services, and managing limited partnerships and pooled investment vehicles. The firm employs a multi-manager, multi-strategy approach, setting allocation parameters and selecting independent portfolio managers rather than directly investing client assets for most accounts.

Michael Anderson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at True North Advisors, LLC since 2009. Based in Dallas, TX, he holds the Series 65 designation. 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, while incorporating passive indexed ETFs, SMAs, and alternative or private investments as appropriate.

Christopher Cassidy is a financial advisor at Integrity Advisory Solutions in Dallas, TX, holding a Series 66 designation with 18 years of industry experience. He has worked at several firms including LPL Financial, Cambridge Investment Research, and Wells Fargo over his career. 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, using a combination of fundamental and technical analysis as well as various asset-allocation strategies.

Kris Westergaard is a CFP® professional with 23 years of industry experience, currently serving at Momentum Independent Network Inc. since 2009. He holds Series 66 registration and is based in Dallas, TX. Westergaard is also a trustee for two family-owned farm trusts, the Edgar Johnson Trust and the Mildred Westergaard Trust. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients. The firm offers advisory and brokerage services with a platform model that integrates third-party managers and Envestnet, and features specialized municipal bond strategies sponsored through Hilltop affiliates.

Matthew Borowski is a financial advisor at True North Advisors, LLC in Dallas, TX, with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with True North Advisors since 2013. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions by providing comprehensive financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach with an emphasis on value-oriented strategies, incorporating passive indexed ETFs, separately managed accounts, and alternative investments as appropriate.

Todd May is a financial advisor at Realta Investment Advisors, Inc. He holds a Series 66 designation and has experience working in various roles since 2004, including positions at Constellation Brands and Republic National Distributing Company. Todd joined Realta Investment Advisors in 2026. 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 and employs diverse investment strategies across multiple asset classes, supported by a range of portfolio management and retirement-plan consulting services.

Todd Bulot is a financial advisor with Level Four Advisory Services in Dallas, TX, holding a Series 65 designation and 11 years of industry experience. He has worked within various Level Four affiliated entities since 2017 and currently serves as Practice Director of Asset Management at Level Four Capital Management. 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 fiduciary services, utilizing model portfolios and a combination of firm-sponsored and third-party platforms.

Adam Mastin is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63, Series 65, and Series 66 licenses and possessing two years of industry experience. His prior roles include positions at First Command Insurance Services, First Command Advisory Services, and Foundations Investment Advisors LLC. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm uses model-driven asset allocation and third-party portfolio managers on the Envestnet platform, offering services that include tax and impact overlays and private wealth consulting for clients with $1,000,000 or more.

Steven Kenny is a financial advisor at Hilltop Securities Inc. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Truist Advisory Services, Truist Investment Services, and BB&T Securities. He is also a member of 1119 Partners, LLC, an entity used for private investments. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering a range of advisory and brokerage services through an open-architecture platform that includes third-party and firm-sponsored investment strategies. The firm combines custody, banking, and market-making capabilities, and sponsors specialized municipal bond strategies alongside other program offerings.