Sonia Biasatti is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked with Prospera since 2010. Outside of her advisory role, Biasatti is involved in cattle raising through her ownership of Cowless Ranch LLC. 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 various advisory programs and third-party platforms.

Hector Salomon is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with six years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Company for five years, as well as Bank of America for six years. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering investment advisory and broker-dealer services through an open-architecture platform that combines third-party technology with firm-sponsored strategies. The firm also integrates custody, banking, and market-making capabilities.

William Kumm IV is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. His previous roles include positions at Raymond James Financial Services Advisors and National Planning Corporation. He is president of Financial Bootcamp, Inc., a company focused on financial education and support. Level Four Advisory Services manages approximately $6.5 billion and serves individuals, corporations, retirement plans, and state and municipal entities. The firm offers financial planning, portfolio management, and fiduciary services, utilizing model portfolios and multiple custodial platforms, with affiliations that include a broker-dealer and a national trust/banking entity.

James Kaighin Jr. is a CFP® with 27 years of industry experience, currently serving as an advisor at Momentum Independent Network Inc. since 2011. He holds the Series 63 designation and is based in Austin, TX. Outside of his advisory role, he is a director and treasurer of Knights of the Symphony, a support organization for the Austin Symphony. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet, offering customized investment programs, managed accounts, and financial planning, with notable integration of Hilltop affiliates in its municipal bond strategies and cash management features.

Adin Ward is a financial advisor at BFC Planning, Inc. in Dallas, TX, holding a Series 66 designation with one year of industry experience. He has worked at several firms including GS Wealth Management and Berthel, Fisher & Company Financial Services, Inc. Outside of BFC Planning, he is also active as a financial advisor with GS Wealth Management. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension plans, and trusts through a network of approximately 200 investment adviser representatives. The firm offers financial planning and portfolio management services with a range of investment strategies and platforms tailored by individual advisors.

Christopher Norris is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes positions at Integrity Alliance, Burlington Alliance Capital Management, Allstate Insurance Company, and Osaic FS. In addition to his advisory role, he provides estate planning consultation through Integrated Trust Systems. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients with a network of approximately 100 independent advisors managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing fundamental and technical analysis alongside various asset-allocation strategies and third-party platforms.

Barbara Burris is a financial advisor at LEE Financial Company, LLC in Dallas, TX, with two years of industry experience. She has been with Lee Financial Company since 2013. Outside of her financial advisory role, Burris owns a bookkeeping business she started in 1987. 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 through its WholeVision™ planning framework, tailoring portfolios to clients' specific liquidity, tax, income, and risk needs.

Ivan Salazar is a CFP®-certified financial advisor with five years of industry experience. He is currently with True North Advisors, LLC and previously worked at RGT Wealth Advisors and Ameriprise Financial Services, Inc. Outside of his advisory role, he owns and manages a rental property in Stephenville, Texas. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions, offering 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 manages multiple private pooled investment vehicles.

Tara Scottino is a CFP® and holds a Series 66 license, with 25 years of industry experience. She has been with True North Advisors, LLC since 2014. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets and serving very high net worth and ultra-high net worth individuals, institutional clients, and various entities. The firm employs a value-oriented, bottom-up investment approach with diversified portfolios across multiple asset classes and offers both discretionary and advisory services including management of private pooled investment vehicles.

Samuel Williams is a CFP®-credentialed financial advisor with 23 years of industry experience. He currently works at Level Four Advisory Services and has prior experience at Compass Capital Corporation and Stifel Nicolaus & Co., Inc. He is also a managing member of Golden Leaf Asset Management. Level Four Advisory Services is an SEC-registered enterprise adviser managing approximately $5.32 billion across 115 advisors and serves a diverse client base including individual investors, retirement plans, corporations, and nonprofit organizations. The firm offers fee-only financial planning, discretionary and non-discretionary asset management, and retirement plan advisory services, utilizing model portfolios and a combination of internal and third-party management.

Loic Le Mener is a CFP® with 24 years of industry experience, currently serving at Belpointe Asset Management LLC since 2020. He has prior experience with Lincoln National Life and Lincoln Financial Advisors Corporation, where he worked for 16 years, and has been associated with Opus Wealth Management since 2015. Outside of his advisory role, he is involved with Fund Asset Managers, LLC as a portfolio manager for the Belpointe Tail Risk Fund. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing customized portfolios that utilize passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

David Sego is a CFP® and PFS™ credentialed financial advisor with 26 years of industry experience. He is currently with BOK Financial Private Wealth, Inc. and has worked at Weaver and Tidwell Financial Advisors, Ltd. since 2000 and The Milestone Group, Inc. since 2016. BOK Financial Private Wealth, Inc. provides discretionary and limited non-discretionary investment management, wealth advisory, and financial planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm follows a team-based investment process supported by research from BOKF, NA’s Strategic Investment Advisors group and integrates with a broader financial holding company structure that includes banking, trust, and municipal securities capabilities.

Michael Doll is a financial advisor at Level Four Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Harbor Financial Services, LLC and Longboat Key Financial Group, LLC. He is based in Dallas, TX. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serving a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios developed by an internal Investment Committee or sub-advisers.

Torey Pellegrini is a CFA® charterholder with 14 years of industry experience. He is currently an advisor at The London Company of Virginia, where he has worked since 2023. His prior roles include positions at Amundi Distributor US, Inc., Harbor Capital Advisors, Harbor Funds Distributors, and Pioneer Investment Management USA, Inc. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, charitable organizations, and institutional investors using a conservative, bottom-up equity process focused on downside protection.

Allen Gentry IV is a financial advisor at Integrity Advisory Solutions in Dallas, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Jarvis Financial and Ameriprise. Outside of his advisory duties, he is also a portfolio manager for Silverleaf Wealth 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 consulting, and other services, utilizing both fundamental and technical analysis and multiple asset-allocation strategies.

Eric Smith is a financial advisor at LEE Financial Company, LLC in Dallas, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lee Financial Corporation since 2011. Outside of finance, Eric is a contract and recording musician, performing guitar at church services and creating original music for licensing. LEE Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm uses a team-based model centered on its WholeVision™ planning framework and manages tailored portfolios that may include a variety of investment types, including private and structured products.

Adrian Podsednik is a financial advisor at Level Four Advisory Services with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Avantax Advisory Services, LPL Financial, and Cetera Wealth Services. In addition to his advisory role, he provides accounting, tax, and consulting services through his accounting firm, Podsednik & Company, P.C. 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, wrap platforms, and unaffiliated sub-advisors.

Shailesh Negandhi is a financial advisor at FourStar Wealth Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 21 years of industry experience. His prior experience includes roles at UBS Financial Services and Bridgeway Wealth Partners. FourStar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis and manages portfolios primarily on a discretionary basis, tailored to clients’ risk tolerance and time horizon.

Michael Lloyd is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation and six years of industry experience. His background includes roles at Hilltop Securities, Trademark Property Co., Texas Christian University, and involvement with Tassajara Valley Little League. Hilltop Securities serves individual and institutional clients through advisory and broker-dealer services, offering managed accounts, financial planning, and retirement-plan consulting. The firm provides an open-architecture platform featuring third-party and proprietary strategies, combining custody, banking, and market-making capabilities.

Adrienne Anthony is a CFP® with 11 years of industry experience, currently serving as a financial advisor at LEE Financial Company, LLC since 2022. She previously worked at Murphy & Sylvest from 2014 to 2022. 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 centered on its WholeVision™ planning framework and also serves as investment adviser to private pooled investment vehicles.