Mark Walsh is a financial advisor at True North Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 2 years of industry experience. His prior experience includes roles at BMO Wealth Management, Westwood Wealth Management, Westwood Holdings, and Tolleson Wealth Management. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and 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 combined with passive indexed ETFs, SMAs, and alternative investments, organizing portfolios across four Functional Asset Classes.

Brian Krukiel is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2018, with previous roles at LPL Financial and Level Four Advisory Services. Outside of his advisory work, he has been involved in insurance services through Level Four Insurance Services and Highland Capital Brokerage. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes AIQ model portfolios that integrate artificial intelligence with fundamental analysis, offering a range of models tailored to different account sizes and high-wealth clients, along with coordinated estate-planning services through external attorneys.

Linda Cartwright is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 42 years of industry experience. She has been with Prospera since 2005 and previously worked at LPL Financial and Morgan Stanley DW Inc. She holds the Series 63 and Series 65 licenses. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

John Unsworth is a financial advisor with Advisor Resource Council, holding a Series 66 designation and 18 years of industry experience. He has been with Advisor Resource Council since 2014 and also has a longstanding affiliation with LPL Financial dating back to 2010. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, retirement plan consulting, and access to third-party money managers and advisory programs. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across various asset classes, including equities, fixed income, alternatives, and options-based techniques.

James Webb II is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. He has been affiliated with LPL Financial and Advisor Resource Council for the past 10 years. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting through a network of Investment Adviser Representatives. The firm combines artificial intelligence tools with traditional fundamental analysis in its investment approach and offers tailored portfolio strategies for varying account sizes.

Brett Walter is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation with 19 years of industry experience. His prior experience includes roles at J.P. Morgan Securities, Chase Investment Services Corp., and Edward Jones. He has been with Prospera since 2015. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through multiple advisory programs and platforms.

Braden Cole is a CFA® charterholder with 11 years of industry experience. He is currently an advisor at True North Advisors, LLC, where he has worked since 2022. Prior to that, he was with CH Investment Partners and Rgt Capital Management, Ltd. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions with financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach with a focus on value-oriented strategies, incorporating passive indexed ETFs, separately managed accounts, and alternative or private investments when appropriate.

Damian Saenz is a financial advisor at Level Four Advisory Services with six years of industry experience. He holds the Series 66 designation and previously worked with Lone Star National Bank, LPL Financial, and Raymond James. Outside of his advisory role, he is a licensed Realtor assisting clients with real estate transactions and serves as an executor and trustee of a family estate trust. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, 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 range of custodial and platform arrangements.

Joseph Giardano is a financial advisor at Prospera Financial Services, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including United Capital Financial Advisers, Cetera Advisor Networks, and Hilltop Securities. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Jason Fletcher is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Level Four Advisory Services. His prior roles include positions at Good Life Advisors and LPL Financial. In addition to his advisory work, he provides tax preparation services through a separate business. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and public entities. The firm offers financial planning, asset and portfolio management, retirement plan consulting, and fiduciary services, utilizing model portfolios and a range of third-party platform solutions.

Robert Britt is a Series 65-licensed advisor with Level Four Advisory Services in Dallas, TX, where he has worked since 2016. He has 12 years of industry experience and also holds a long-term role at The Insurance Group. Britt serves as Director of Advanced Planning at Level Four Insurance Agency. 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, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and various platform options, including affiliated and third-party sub-advisors.

James Hines is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 20 years of industry experience. He has held positions at Prospera since 2011, following roles at Chase Investment Services Corp. and Wamu Investments, Inc. Outside of his advisory work, Mr. Hines serves as Treasurer of Trail Life Troop 22 and volunteers with Beat Creek Bible Church Evergreen Ministry. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Charles Seigler Jr. is a CFP® with 21 years of industry experience, currently serving clients at Prospera Financial Services, Inc. since 2016. Prior to joining Prospera, he worked at Capital Guardian Wealth Management, LLC for eight years and Mass Mutual Investors Services for two years. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Curtis Stephens is a financial advisor at Coppell Advisory Solutions LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Peak Brokerage Services, Capital Advisor Network, and Center Street Securities. Outside of his advisory role, he serves as a board member for Madison County in Edwardsville, IL. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, offers discretionary portfolio management and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm uses an open-architecture investment platform with internally developed and third-party asset allocation models, employing a wide range of investment tools and continuous portfolio monitoring.

Jonathan Rawlings is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Prospera Financial Services, Inc. in Dallas, TX. His prior roles include positions at Hilltop Securities, Cetera Advisor Networks, United Capital Financial Advisers, Girard Securities, Wells Fargo Advisors, and BOK Financial Securities. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Michael Young is a financial advisor with Integrated Advisors Network LLC in Dallas, TX, holding Series 63 and Series 65 designations and over 31 years of industry experience. His prior roles include positions at Specialized Advisors, LLC, Mission Institutional Advisors, First Financial Equity Corporation, AEP Wealth Management LLC, and Compliance Works Inc. Outside of his advisory work, he serves as the managing member of SPARK, PHILLIPS & WYLER, LLC, a holding company. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a variety of investment approaches and often utilizes third-party sub-advisers while providing ongoing portfolio oversight and rebalancing.

Eric Drudge is a Series 65-licensed financial advisor with Integrity Advisory Solutions in Dallas, TX, bringing two years of industry experience. Prior to joining Integrity Advisory Solutions, he worked at Encompass More Asset Management LLC and Compass Group USA. He is also co-founder of The Triumph Agency LLC, an advanced financial insurance services business that provides life insurance and Medicare supplement plans. 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 utilizes various asset-allocation frameworks with ongoing client monitoring.

Benjamin Shae is a CFP®-credentialed financial advisor with 15 years of industry experience, currently with LEE Financial Company, LLC in Dallas, TX. He has been with the firm since 2009. 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 employs a team-based model centered on its WholeVision™ planning framework and manages tailored portfolios that may include a range of investment types, including private investments and pooled investment vehicles.

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.