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.

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.

Justin Wooley is a financial advisor with Western Wealth Management LLC in Fort Worth, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at Western Wealth Management since 2017 and previously at Wells Fargo Clearing and Edward Jones. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates a decentralized network of adviser representatives and offers comprehensive portfolio management, financial planning, and access to various investment strategies through multiple sponsored programs.

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.

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.

Barry Richey is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Madison Avenue Securities since 2019 and previously spent 16 years at USA Financial Securities Corporation. Richey is also president and director of Win Financial Group, Inc., where he oversees life insurance and annuity sales to assist in income and estate planning. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting, college savings assistance, and services for charitable organizations. The firm manages approximately $2.0 billion across about 14,000 clients through various portfolio management strategies and advisory platforms.

Todd Simmons is a financial advisor with Advisor Resource Council, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior firms include Edward Jones and Raymond James & Associates. Simmons serves on the City Council of Mansfield, TX. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs a mix of artificial intelligence and fundamental analysis to offer model and separately managed account strategies, as well as customized solutions including option-based strategies.

David Abdulky is a financial advisor at Momentum Independent Network Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SWS Financial Services Inc. since 2003. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing third-party managers and integrated platforms to deliver customized investment solutions.

Gerald Dietz is a financial advisor at Cape Investment Advisory, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including American Global Wealth Management and Cape Securities. Dietz is also an adjunct instructor at Richland College. Cape Investment Advisory, Inc. serves a diverse client base including individuals, businesses, and retirement plans, offering portfolio management, financial planning, and access to third-party and affiliated asset managers. The firm emphasizes personalized asset allocation strategies based on clients’ financial situations and risk tolerance.

John Bullman is a financial advisor at Balefire, LLC in Dallas, TX, holding the CFA® designation and Series 66 license with five years of industry experience. He previously worked at LGT Financial Advisors LLC for three years and spent fourteen years at Rosewood Management Corporation. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach overseen by an Investment Committee and offers discretionary portfolio management, comprehensive financial planning, and ERISA corporate solutions across a multi-advisor platform managing approximately $2 billion in assets.

Patrick Jackson is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 registrations and five years of industry experience. He has worked at multiple financial firms, including Navy Federal Financial Group and First Command Advisory Services. Outside of his advisory role, he co-owns a general freight transportation business with his wife. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs and third-party portfolio managers.

Pankaj Udeshi is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. His prior roles include positions at LPL Financial, Guardian Life Insurance, Park Avenue Securities, and Mass Mutual Investors Services. Advisor Resource Council is an SEC-registered adviser serving individuals—including high net worth clients—retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with traditional fundamental analysis to offer a range of model and separately managed account strategies, alongside customized investment solutions.

Saul Lico is a financial advisor at Hilltop Securities Inc. with 14 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Hilltop since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, he has worked as a background actor in film productions. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and brokerage services, offering managed accounts, financial planning, retirement-plan consulting, and municipal bond strategies. The firm combines custody, banking, and market-making capabilities and employs an open-architecture platform with both third-party and firm-sponsored investment solutions.

Kathleen Gerhardt is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Prospera since 2008. Gerhardt has also been self-employed since 1994. 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 other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Francisco Sanchez is a financial advisor at Krilogy with eight years of industry experience. He holds a Series 65 credential and previously worked at Phlox Capital Management, LLC for seven years and at The University of Texas at Dallas for three years. Krilogy Financial serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning and consulting, corporate retirement plan consulting, family office services, and sub-advisory and separately managed account model delivery, using a long-term investment approach combined with tactical overlays and advisor-led risk profiling.

Brandi Holmes is a CFP® with 25 years of industry experience, currently with Advisory Services Network. She previously worked at Calton & Associates, Inc. and Fidelity, and has been associated with Anchor Private Planning since 2015. Holmes is also licensed as an insurance agent involved in the sale and service of insurance products. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of portfolio management, financial planning, and consulting services, employing strategies tailored to clients’ objectives and risk tolerances.

Corey Long is a CFP® with 15 years of experience in financial advising. He is currently with True North Advisors, LLC and has previously worked at Clear Rock Advisors, Polaris Wealth Advisory Group, and Raub Brock Capital Management. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions through comprehensive financial planning, portfolio management, and consulting. The firm employs a fundamentally driven, bottom-up investment approach with a focus on value-oriented strategies, supplemented by passive indexed ETFs, SMAs, and alternative or private investments.

Tyler Kumar is a CFP® and holds a Series 66 license, currently working at Quotient Wealth Partners, LLC with six years of industry experience. His prior roles include positions at BIP Alliance, LLC, The Money Advisor Group, LLC, and The Vanguard Group, Inc. Outside of financial advising, he has experience working with Liquor Til' 9. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans across both non-high-net-worth and high-net-worth client segments. The firm provides financial planning, consulting, and discretionary and non-discretionary wealth and investment management, utilizing tailored investment programs that incorporate ETFs, mutual funds, individual securities, third-party managers, and tax-aware strategies.

Mark Clift is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding a Series 63 designation with 36 years of industry experience. He has been with Hilltop Securities since 2002. Outside of his advisory role, Clift is a stockholder in a certified development company providing long-term loans to small businesses, owns a cattle feeding and growing operation, and serves as treasurer for the Woodland Hills Property Owners Association. Hilltop Securities Inc. offers brokerage, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs and fiduciary services through an open-architecture platform.