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.

Ryan Wallace is a financial advisor with Momentum Independent Network Inc. in Colleyville, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with SWS Financial Services since 2010. Outside of his advisory role, Wallace is involved as an owner and financial consultant in Wood Waste Solutions LP, a recycling business. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers a range of advisory and brokerage services, utilizing third-party managers and Envestnet’s platform for investment management and incorporates affiliated banking products within its investment strategies.

Anthony Pampel is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at Lion Street Financial, LLC and Lion Street Advisors since 2022, and owns True Life Financial Planning, LLC, a registered investment advisory firm focused on financial planning. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individual clients by offering asset management, asset-allocation advice, financial planning, and corporate retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis with a relative-strength methodology, primarily utilizing mutual funds and ETFs to tailor portfolios to client goals.

Matthew Rogers is a financial advisor with Hilltop Securities Inc. in Dallas, TX. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior roles include positions at Truist Investment Services, Equitable Advisors, UBS, and Northwestern Mutual. Hilltop Securities Inc. serves individuals, corporations, nonprofits, and institutional clients by providing brokerage, investment advisory, retirement-plan consulting, and custody services. The firm offers an open-architecture investment platform with a range of adviser-managed and model-based programs, supporting approximately $2.25 billion in assets under management.

John Hoover is a CFP® with 11 years of industry experience, currently serving as an advisor at Maia Wealth in Dallas, TX. His prior roles include positions at Fisher Investments and Woodmen Financial Services. He is also a licensed insurance agent representing various carriers in a non-investment capacity. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a blend of fundamental, technical, and cyclical analysis within a long-term strategy that incorporates technology and third-party platforms.

Carrie Masure is a Series 65-licensed financial advisor with four years of industry experience, currently with Integrity Advisory Solutions. Her prior roles include positions at American Senior Benefits, Gradient Advisors LLC, and Bankers Life. She is also involved in retirement planning and financial education through affiliated businesses focused on client guidance and seminar facilitation. Integrity Advisory Solutions serves individuals, high-net-worth clients, trusts, estates, corporations, and business clients through a network of independent advisors managing approximately $1.1 billion in assets. The firm offers tailored portfolio management, financial planning, retirement consulting, and utilizes a range of investment strategies and third-party platforms to meet client needs.

Thomas Neuner is a financial advisor at Level Four Advisory Services with 35 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms including Royal Alliance Associates and Cabot Lodge Securities. Neuner is also licensed to draft estate documents and is involved in organizing a charitable golf outing in St. Louis. Level Four Advisory Services manages approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and fiduciary services, employing model portfolios and multiple custodial platforms.

Ryan Moffett is a CFP® professional with over two decades of industry experience, including 21 years at The Northern Trust Company and currently with Simon Quick Advisors, LLC. He is based in Dallas, TX. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial and tax planning, and administrative services. The firm employs a diverse investment approach that includes unaffiliated independent managers, mutual funds, ETFs, and affiliated private funds, along with integrated tax and back-office services.

Jordan Paff is a financial advisor with IAMS Wealth Management, LLC in Dallas, TX, holding a Series 65 license and three years of industry experience. Prior to his current role, he worked as an independent insurance agent and has served as president of Simply Disciples Incorporated since 2022. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other business entities. The firm manages accounts primarily on a discretionary basis, employing a range of investment instruments and utilizing AI tools for research and operational support.

Kevin Sullivan is a Series 65-licensed advisor at Integrity Advisory Solutions with four years of industry experience. He previously worked at Namcoa for four years and has been associated with Infinite Wealth Advisors, LLC since 2012. Sullivan is also a licensed insurance agent. Integrity Advisory Solutions serves a broad client base including individuals, trusts, estates, and businesses through 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 along with various asset-allocation strategies and third-party platforms.

Christine Gammill is a financial advisor at Victory Financial with 30 years of industry experience. She has held roles at Equitable Advisors and AXA Advisors, LLC. Outside of her advisory work, she is a member of Collaborative Law Dallas and Executive Women of Dallas. Victory Financial Group serves a diverse clientele, including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach based on Modern Portfolio Theory, combining fundamental, cyclical, and behavioral analysis to manage model portfolios that range from Aggressive to Capital Preservation.

David Byrnes is a financial advisor at Level Four Advisory Services with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Level Four Financial and LPL Financial. Outside of his advisory role, he serves as treasurer for the nonprofit Texoma Youth Camp, managing its financials and compliance. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors. The firm serves a diverse client base, offering fee-only financial planning, asset management, and retirement plan advisory services with a focus on tailored solutions using model portfolios and affiliated or third-party sub-advisers.

Charles Hunter III is a financial advisor at Level Four Advisory Services with 43 years of industry experience. He previously worked for Mid-Atlantic Securities, Inc. for 31 years before joining Level Four in 2022. Outside of his advisory role, he serves as a board member of FV Cemetery Co., Inc. and is a member of the City of Roanoke Advisory Board on investment policy. 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 offers financial planning, asset management, retirement-plan consulting, and fiduciary services, typically implementing client mandates through model portfolios and a variety of wrap platforms and sub-advisors.

Jesse Ohakam is a financial advisor with M HOLDINGS SECURITIES, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining M HOLDINGS in 2026, he worked at Thrivent Financial and Thrivent Investment Management Inc., among other firms. Outside of his advisory work, he provides part-time transportation services as an independent contractor for Uber Technologies. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms. The firm offers a range of advisory and brokerage services, utilizing both in-house portfolio managers and third-party sub-advisors, and emphasizes suitability-based recommendations with ongoing client monitoring.

Jeffrey Kerstine is a CFA® charterholder and financial advisor at Fifth Third Wealth Advisors LLC with 18 years of industry experience. He previously worked at Truist Advisory Services and BB&T Wealth. He serves as Chair of the JFS Foundation, overseeing the Board of Trustees and managing investment portfolios to support mental health and social services for the Jewish Family Service Agency. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, including individuals, trusts, pension plans, and institutional clients. The firm employs a range of portfolio management strategies, leveraging both internal and third-party resources, and integrates closely with its parent company, Fifth Third Bank.

Kevin Kott is a financial advisor with Hilltop Securities Inc. in Monterey, CA, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been with Hilltop Securities since 1986. Hilltop Securities Inc. provides brokerage, execution, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm offers a range of portfolio management programs through an open-architecture platform and features unique operational capabilities such as municipal bond strategies co-advised by Franklin Templeton Group and custody services uncommon among enterprise advisers.

Joel Gustafson is a financial advisor with Momentum Independent Network Inc. in Springfield, IL, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Momentum Independent Network since 2012. Outside of his advisory role, Gustafson serves on the board of the Lincoln Land Community College Foundation. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm offers investment advisory programs, managed accounts, financial planning, and retirement plan consulting, utilizing a platform model with third-party managers and integrated services through Envestnet and Hilltop affiliates.

Chris Smith is a financial advisor at Intrua Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Advisor Networks LLC and Carson Wealth Management. He is also active as a sales representative of non-variable insurance products. Intrua Financial provides investment advisory and portfolio management services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis to develop customized asset allocations and offers both discretionary and non-discretionary management options.

Robert Evans is a financial advisor with Level Four Advisory Services in Greenville, NC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at LPL Financial from 2015 to 2021 and has been with Level Four Advisory Services since 2015. In addition to his advisory role, he spends part of his time as an agent for disability, term, health, and fixed non-variable insurance through Level Four Insurance Services. 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 individuals, retirement plans, corporations, charitable organizations, and municipal clients. The firm offers fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, using model portfolios developed internally or through sub-advisers.