Kevin Sullivan is a financial advisor at Integrity Advisory Solutions in Dallas, TX, with four years of industry experience. He holds a Series 65 credential and previously worked at Namcoa and Infinite Wealth Advisors, LLC. Outside of advising, he is also a licensed insurance agent. Integrity Advisory Solutions is a multi-team firm serving individuals, trusts, estates, corporations, and other business clients through a network of independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing a range of investment approaches and leveraging third-party platforms to manage client assets.

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.

Sa Vion Harris is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 credential and four years of industry experience. Prior to joining Concurrent in 2025, Harris worked at Integra Global Advisors LLC, Corient, Corient Services LLC, CIPW Service Company, LLC, and Intercontinental Wealth Advisors LLC. Concurrent Investment Advisors is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, and manages approximately $15.7 billion in assets with about 240 advisors across multiple offices.

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.

John Hoffman is a financial advisor with Balefire, LLC in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at VisionPoint Advisory Group, LPL Financial, and nearly two decades at Princor Financial Services Corporation and Principal Life Insurance Company. Outside of his advisory work, he is involved with Fuse Partners, LLC, an independent investment advisory firm. Balefire, LLC serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities with discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment process using a core-plus-tactical philosophy and licensed third-party research to customize portfolios according to client risk profiles and goals.

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.

Steven Diamond is a CFP® with 29 years of industry experience, currently serving at Advisor Resource Council since 2012. He previously worked at LPL Financial for 23 years. Diamond is also a board member of the Hidden Glen Homeowners Association in Napa, California. Advisor Resource Council provides asset management, financial planning, and retirement plan consulting to individuals, families, charitable organizations, and business enterprises. The firm utilizes actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across various portfolio types.

Myles Mc Manus is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Facet and previously worked at Brighton Jones, Tolleson Wealth Management, Valmark Securities, and Koss Olinger. Mc Manus also spent two years at the University of Florida early in his career. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services using a holistic Total Financial Life Resources framework. The firm emphasizes technology-driven advice and does not charge percentage-of-AUM investment fees.

Sonia Biasatti is a financial advisor with Prospera Financial Services, Inc. in Campbell, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Prospera since 2010. Outside of her advisory role, she owns and operates Cowless Ranch LLC, where she raises cattle. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through 207 advisors. The firm provides investment advisory and financial planning services across multiple platforms and employs a combination of firm models, third-party sub-advisers, and customizable allocations.

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 at Level Four Advisory Services with 38 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at several firms including Raymond James Financial Services and Concurrent Advisors. Outside of his advisory role, he serves as president of Financial Bootcamp, Inc., a support company. 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 tailored financial planning and asset management, utilizing model portfolios and a combination of direct management and sub-advisers.

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.

David Silva is a financial advisor at Concurrent Investment Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Raymond James Financial Services Advisors and Wealth Partners Alliance. Silva is also involved with Jack Silva Holdings, a family-related business. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios and a long-term investment approach.

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.