Avery Vanechanos is a financial advisor at Hilltop Securities Inc. based in Dallas, TX, with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including NEXT Financial Group and Momentum Independent Network Inc. Outside of his advisory roles, he has experience with organizations such as Texas Christian University and TCU Athletics. Hilltop Securities serves individual and institutional clients, offering investment advisory and broker-dealer services on an open-architecture platform that includes third-party and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities, and provides specialized municipal bond strategies along with various program services.

Brian Lane is a CFP® with 10 years of experience in the financial advisory industry. He currently works at The Mather Group, LLC and previously held roles at Morgan Stanley and JP Morgan. Outside of his advisory work, he is engaged as a contractor for Uber in the automotive and transportation sector. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with customizable strategies and incorporates AI tools for market data and client communications while maintaining human oversight.

Robert Albritton Jr. is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 39 years of industry experience. He holds a Series 63 designation and has been with Prospera since 2000. Outside of his advisory role, he serves as a trustee and executor for two marital estates and trusts. Prospera Financial Services, Inc. is an enterprise-scale firm that manages approximately $12.4 billion across 207 advisors and about 140 offices. The firm serves individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through various platforms and customizable portfolio management options.

Robert Bourland is a financial advisor with Arax Advisory Partners in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies.

Karee Sampson is a financial advisor at Arax Advisory Partners in Dallas, TX, with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Sampson serves as co-trustee and power of attorney for her spouse's trust and is a member of the Presidential Advisory Board at UT Southwestern Medical Center. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, and is notable for its use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

Robert Fraim is a financial advisor with Level Four Advisory Services and holds Series 63 and Series 65 licenses. He has 41 years of industry experience and has worked with Mid-Atlantic Securities, Inc. since 1991. Fraim also works as an independent life insurance agent on a limited basis. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, utilizing model portfolios and both affiliated and unaffiliated sub-advisers.

Donald Peterson is a financial advisor at Balefire, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Integrity Alliance, Lion Street Financial, Purshe Kaplan Sterling Investments, Fuse Partners, and LPL Financial. Peterson is also involved in providing fixed insurance and non-securities insurance planning for private wealth clients. Balefire serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, trusts, and business entities, offering discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm uses a team-based investment process with an Investment Committee that develops model portfolios following a core-plus-tactical philosophy, employing third-party research and sub-advisors to implement strategies across various asset classes.

Keith Hilliard is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at SWS Financial Services since 2012. Outside of his advisory role, Hilliard volunteers with the Tyler Chamber of Commerce Veterans Committee and serves as Treasurer for the Sharon Shriners nonprofit organization. He is also President of the East Texas Piney Woods Chapter of the National Association of Insurance and Financial Advisors. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients, offering investment advisory programs, managed accounts, financial planning, and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet for model delivery and trading, and integrates with Hilltop affiliates for municipal bond strategies and cash management features.

Andrew Frank is a financial advisor at Level Four Advisory Services with 19 years of industry experience. He previously worked for Thrivent Financial for Lutherans and Thrivent Investment Management for 16 years. Outside of his advisory role, he is a property owner involved in managing commercial and farm land holdings. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm utilizes model portfolios and a range of wrap platforms and unaffiliated sub-advisors to deliver financial planning, asset management, and fiduciary services.

Frank Martin is a CFP® with 24 years of experience in financial advising. He is currently with Level Four Advisory Services in Dallas, TX, where he has worked for 10 years. His prior roles include positions at Harbor Financial Services, LLC and Cova Private Wealth LLC. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing 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, utilizing model portfolios, multiple custodians, and both affiliated and unaffiliated sub-advisors.

Michael Forster is a financial advisor at Hilltop Securities Inc. in Dallas, TX, with 16 years of industry experience. He holds Series 63 and 66 licenses and previously worked at Raymond James Financial, Securities America Advisors, and LPL Financial. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and specialized municipal bond strategies. The firm combines custody, banking, and market-making capabilities within an open-architecture platform.

Anna Hamilton is a CFP® professional with five years of experience in financial services, currently serving at True North Advisors, LLC in Dallas, TX. Her prior experience includes roles at UMB Bank and the University of Kansas. True North Advisors provides comprehensive financial planning, portfolio management, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions. The firm employs a fundamentally driven, bottom-up investment approach with an emphasis on value-oriented strategies and offers a range of private pooled investment vehicles under the Western Alternative Strategies L.P. umbrella.

Kevin Wilson is a financial advisor at Quotient Wealth Partners, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Goldman Sachs Personal Financial Management and ID Solutions. Wilson is based in Dallas, TX. Quotient Wealth Partners is a multi-advisor firm serving individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion across 1,900 clients, offering tailored, diversified portfolios that include ETFs, equities, fixed income, mutual funds, options, and alternative investments, supported by fundamental and cyclical analysis and tax-aware strategies.

James Ruberto is a financial advisor at Hilltop Securities Inc. based in Dallas, TX, holding Series 63 and Series 66 licenses with 26 years of industry experience. He previously worked at Robert W. Baird for 13 years before joining Hilltop Securities in 2024. Hilltop Securities Inc. provides brokerage, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm offers a range of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform with approximately $2.25 billion in assets under management.

Gary Schmidt is a financial advisor with Level Four Advisory Services in Minnetonka, MN. He holds a Series 66 designation and has 19 years of industry experience. Prior to his current role, he worked at LPL Financial from 2014 to 2021. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and a diverse client base, including individuals, retirement plans, corporations, and nonprofit organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, with an investment approach that utilizes model portfolios and a combination of internal and third-party management.

John Rivera is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked for J.P. Morgan Securities and JPMorgan Chase Bank, NA, each for 11 years, and managed The Finishing Touch Painting Co. for 20 years. Hilltop Securities Inc. serves individuals, corporations, nonprofits, and institutional clients by providing brokerage, advisory, and retirement-plan consulting services. The firm uses an open-architecture platform offering multiple managed account programs and distinctive capabilities such as municipal bond strategies co-advised by Franklin Templeton and custody services uncommon among enterprise advisers.

Daniel Peters is a financial advisor at LEE Financial Company, LLC in Dallas, Texas, with 21 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Lee Financial Corporation since 2009. 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 using its WholeVision™ planning framework and also serves as general partner and investment manager for several affiliated private partnerships and pooled investment vehicles.

Alan Tipton Jr. is a financial advisor with Level Four Advisory Services, holding a Series 63 designation and bringing 33 years of industry experience. His career includes roles at LPL Financial and Level Four Financial, LLC. Outside of advising, he is a managing member of Tipton Restaurant, LLC, a food service business in Shreveport, LA. 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 with fee-only financial planning, asset management, and retirement plan advisory services, employing model portfolios and both affiliated and unaffiliated sub-advisers.

Emily Smeltz is a CFP® professional with six years of experience at Lee Financial Company, LLC, located in Dallas, TX. Prior to joining Lee Financial, she worked at The Michael's Organization and in the hospitality industry. Lee Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm operates a team-based model centered on its WholeVision™ planning framework and manages tailored portfolios that include a variety of investment types.

Kevin Adkins is a CFP® professional with 35 years of industry experience, currently serving as an advisor at Level Four Advisory Services since 2021. He has been involved with Level Four Financial, LLC since 2004. Outside of his advisory role, he maintains a non-investment entity related to personal health insurance management. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and approximately 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 through tailored strategies and a range of affiliated and unaffiliated sub-advisers.