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 roles at Integrity Alliance, Burlington Alliance Capital Management, and Allstate Insurance Company. In addition to advisory services, he works as an implementation specialist for integrated estate planning programs. 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 sub-advisory services, utilizing both fundamental and technical analysis alongside strategic and adaptive asset-allocation frameworks.

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 25 years of industry experience. He is currently with BOK Financial Private Wealth, Inc. in Dallas, TX, and has held roles at The Milestone Group, Inc. and Weaver and Tidwell Financial Advisors, Ltd. for over a decade each. BOK Financial Private Wealth, Inc. provides discretionary and select non-discretionary investment management and wealth advisory services to high-net-worth individuals, trusts, estates, pension plans, and other entities, managing approximately $3.72 billion. The firm customizes investment programs according to client objectives and risk tolerances, utilizing diversified portfolios and research from its Strategic Investment Advisors group, and benefits from integrated affiliations within the BOK Financial Corporation family.

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 with four years of industry experience. He holds a Series 66 designation and has previously worked at Jarvis Financial and Ameriprise. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services using a combination of fundamental and technical analysis with various 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 at Hilltop Securities Inc. with five years of industry experience. He holds a Series 66 designation and has worked in various roles including at Trademark Property Co. and Texas Christian University. Outside of his advisory career, he was involved with the Tassajara Valley Little League for ten years. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, and retirement-plan consulting. The firm operates on an open-architecture platform utilizing third-party technology and managers, and it combines custody, banking, and market-making capabilities within its service offerings.

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.

Ashley Heineman is a financial advisor at Concurrent Investment Advisors, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Concurrent, Ashley worked at Fisher Investments, United Capital Financial Advisors, and Goldman Sachs Personal Financial Management. 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 operates at enterprise scale with approximately 161 advisors managing about $9.9 billion in client assets, employing a long-term, customized portfolio approach using a variety of investment vehicles.

Taylor Heifetz is a financial advisor at Hilltop Securities Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Charles Schwab, HD Vest Advisory Services, and Fidelity Brokerage Services LLC. His career spans roles at various financial services companies over the past decade. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed account programs, financial planning, retirement-plan consulting, and a variety of municipal bond strategies and specialty programs.

Todd Simmons is a financial advisor with LPL Financial based in Mansfield, TX, holding Series 63 and 66 licenses and bringing 25 years of industry experience. He has served as an investment advisor through Advisor Resource Council since 2015. Simmons is also a member of the City Council in Mansfield, TX. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Gerald Dietz is a financial advisor with Cape Investment Advisory, Inc. in Addison, TX, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at American Global Wealth Management, Cape Securities, Inc., and Keystone Capital Corporation. He also serves as an adjunct instructor at Richland College. Cape Investment Advisory, Inc. serves individuals, businesses, and various entities with discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers. The firm emphasizes personalized asset allocation plans based on clients’ financial situations, objectives, and risk tolerance.

Gregory Dvorocsik is a financial advisor at SpiderRock Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch Investment Managers and BlackRock Investments since 2006, with a career at Merrill Lynch dating back to 2000. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, utilizing a rules-based, systematic approach that combines quantitative and fundamental inputs. The firm is known for its focus on listed derivatives and dynamic option overlays, serving a diverse client base including asset managers, registered investment advisors, banks, family offices, pension funds, and high-net-worth individuals.