Jordan Schwartz is a financial advisor with Strategic Wealth Investment Group, LLC in Louisville, KY, holding a Series 65 designation and 10 years of industry experience. He is the owner of Jean and Jordan, LLC, a virtual success coaching company, and maintains a blog targeted at millennials. His prior experience includes roles at Bass Realty and operating independent leasing and consulting businesses. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop tailored investment plans, which are typically managed on a discretionary basis and may include allocations to private placements and externally managed vehicles.

Duane Roberts is a CFA® charterholder with 23 years of industry experience. He has been with Dana Investment Advisors, Inc. since 2008. Dana Investment Advisors, Inc. is an independent investment management firm serving individual and institutional clients, including pension plans, high-net-worth individuals, banks, insurance companies, and public-sector entities. The firm offers discretionary and non-discretionary equity and fixed-income portfolio management with an emphasis on relative-value equity selection and fixed-income strategies focused on income and credit quality, incorporating ESG screening and client-directed social or faith-based exclusions.

Angela Tacco is a financial advisor with Level Four Advisory Services in Fort Worth, TX, holding a Series 66 designation and 15 years of industry experience. She previously worked at Edward Jones from 2010 to 2019 before joining Level Four Financial, LLC, and Level Four Advisory Services. Outside of her advisory role, she volunteers as a retirement planning educational seminar facilitator with AARP and serves as an instructor at Tarrant County Community College and Texas Christian University. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and 13,865 client relationships. The firm serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing fee-only financial planning, asset management, and retirement plan advisory services.

Timothy Thurston is a financial advisor with Accelerate Retirement in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining Accelerate Retirement in 2023, he was affiliated with firms including NFP Retirement, LPL Financial, Visionpoint Advisory Group, Hub International Investment Advisory Services, and IPS Advisors. Outside of his advisory role, Thurston serves as Minister of Music at Community North Baptist Church, where he leads the music program and directs the choir. Accelerate Retirement provides retirement plan consulting, discretionary investment management, and fiduciary services to individual and institutional clients, including high-net-worth individuals and corporate plan sponsors. The firm employs a long-term investment approach using customized portfolios and maintains significant retirement plan advisory relationships, integrating insurance services as a distinct offering separate from advisory fees.

Allan Peiser is a financial advisor at Prosperity - An EisnerAmper Company with 25 years of industry experience and holds a Series 66 designation. He has worked at several firms, including EisnerAmper and Avantax Advisory Services, Inc., and is also a contract partner at Eisner Advisory Group LLC, advising clients on tax transactions. Peiser is involved in theater production as a passive investor in the "Dear Evan Hansen" tours. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in assets and focuses on asset allocation and diversification, utilizing third-party Independent Managers and technology platforms to support its services.

Charles Love is a financial advisor at Financial Gravity Family Office Services, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Sterling Hawthorne Wealth Management LLC, Sterling Hawthorne Group LLC, and Love Myles Group LLC. Outside of his advisory role, he is also engaged in insurance-related activities as an independent agent for Financial Gravity Enhanced Markets, LLC. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and frequently incorporates third-party sub-advisors and model portfolios in its investment approach.

Richard Lee is a CFP® and CFA® with 38 years of industry experience. He has been with Lee Financial Company, LLC since 2010. Outside of his advisory role, he serves on the board of directors for Wynne/Jackson Inc., a real estate development firm, although he has not actively participated in this role in recent years. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, as well as trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm employs a team-based approach with an Investment Committee overseeing asset allocation and manager selection, and offers specialized services including retirement plan consulting, foundation management, and multi-generational business and estate coordination.

Matthew Marcello is a CFP® licensed financial advisor with 19 years of industry experience. He is currently with United Capital Financial Advisors and has previously worked at Apexium Financial LP, Purshe Kaplan Sterling, and owns Soundwatch Capital, LLC and Capstone Wealth Management, LLC. He also holds insurance licenses in life, health, and annuity lines and is involved with M Financial Group as a life insurance producer. United Capital Financial Advisors provides national financial planning and discretionary investment management services to individuals, high-net-worth households, retirement plans, and institutional clients. The firm supports customized investment strategies and operates a technology platform, FinLife Partners, which assists independent advisors while maintaining a broad affiliate network that includes legal and trust services.

Gilbert Herrick Jr. is a financial advisor at Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has been with Momentum Independent Network since 2003. Outside of his advisory role, he serves on the finance committee of Wilshire Baptist Church. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory services within the Hilltop group.

Marc Liberman is a financial advisor at Aegis Capital Corp. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and B. Riley Wealth Advisors. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options across multiple managed account programs and provides trade execution, clearing, custody, and reporting services.

Jennifer Armstrong is a CFP® with 23 years of industry experience, currently serving at Lee Financial Company, LLC since 1997. She is based in Dallas, TX, and holds a Series 65 license. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, as well as trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm employs a team-based approach with an Investment Committee overseeing asset allocation and manager selection, and uses a WholeVision™ planning framework to integrate multiple aspects of client financial lives.

Joseph Martinez Jr. is a CFA® charterholder with 10 years of industry experience. He is currently an advisor at Krilogy Financial, LLC and previously worked at Phlox Capital Management, LLC for eight years. Outside of his advisory role, he serves as a consultant on the Retirement Plan Investment Advisory Committee at Parkland Health, providing nondiscretionary advice on investment policy for defined contribution and benefit plans. Krilogy Financial LLC serves individuals and families, including high- and ultra-high-net-worth clients, as well as qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm employs a primarily long-term investment approach with tactical overlays, combining quantitative, qualitative, and fundamental analysis, and offers a range of portfolio management, financial planning, and consulting services.

Justus Winkler is a financial advisor with Momentum Independent Network Inc. and holds a Series 66 designation. He has one year of industry experience and previously worked at J Patterson Group, Inc/Momentum Independent Network, Da Capo Studio, Music Learning Band, Shelton Scholars, and Paciugo Gelato. Outside of finance, he works as a private contractor musician, playing guitar in various musical settings. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking 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, with a platform model that integrates third-party managers and Hilltop affiliates.

Carleigh Seesing is a financial advisor at Hilltop Securities Inc. in Dallas, TX. She holds the Series 66 designation and has six years of experience in the financial services industry. Prior to joining Hilltop Securities, she worked various roles including positions at Missouri State University, Springfield Brewing Co, Platinum Hair Salon, and Circle 7 Ranch. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed account programs, financial planning, and retirement-plan advisory. The firm provides an open-architecture platform combining third-party and firm-sponsored strategies, with notable capabilities in custody, banking, and municipal bond offerings.

Christian Yoss is a CFP®-designated financial advisor at Simon Quick Advisors, LLC with 32 years of industry experience. He previously worked at firms including JPMorgan Securities LLC, Goldman Sachs & Co LLC, Cetera Advisor Networks, United Capital Financial Advisers LLC, and TIAA. Yoss is based in Dallas, TX. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, and foundations by offering wealth management, investment consulting, and financial planning. The firm employs a multi-manager approach combining proprietary quantitative analysis and due diligence, and distinguishes itself through fund sponsorship, tax-return preparation, and a range of administrative services.

Craig Damico is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX, holding a Series 66 license with one year of industry experience. He previously worked at Goldman Sachs and United Capital Financial Advisors. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans with financial planning, consulting, and investment management. The firm employs diversified portfolios using low-cost ETFs, stocks, bonds, mutual funds, options, third-party managers, and select alternative investments, applying tax-aware strategies and ongoing monitoring across client accounts.

Benjamin Poe is a financial advisor at McAdam LLC in Dallas, TX, with five years of industry experience. He holds a Series 65 credential and has previously worked at Dauby O'Connor & Zaleski LLC and Walt Disney World. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis, employing fundamental analysis and offering specialized investment options such as direct indexing, private funds, and cryptocurrency exposures.

Belle Harris is a financial advisor at M Holdings Securities, Inc. with 12 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Charles Schwab and TD Ameritrade. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients through a nationwide network of Investment Advisor Representatives and independent Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and third-party managers.

Jerome Caulk is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior roles include positions at Ameriprise and Ameriprise Financial Services, Inc. He is also the owner of Tutelas Financial, an investment-related business. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

Marc Whitehead is a financial advisor at Level Four Advisory Services with 25 years of industry experience. He holds the Series 63 and Series 65 designations. In addition to his advisory work, Whitehead serves on the advisory board of the Dauphin Island Sea Lab Foundation, a nonprofit organization supporting marine research. Level Four Advisory Services is an enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a diverse client base, offering fee-only financial planning, asset management, and retirement plan advisory services through tailored strategies and a combination of internal and third-party portfolio management.