Tamekia Thompson is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation with 17 years of industry experience. Her prior experience includes roles at Wunderlich Securities, Raymond James & Associates, Kestra Investment Services, and other firms. Prospera Financial Services is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs through both discretionary and non-discretionary arrangements.

Marcel Garza is a CFP® certified financial advisor with three years of industry experience, currently with Level Four Advisory Services in Dallas, TX. His prior roles include positions at Texas Tech University, Texas Tech Health Sciences Center, New Mexico State University, and David Hill Financial, LLC. 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 through various model portfolios and platform arrangements.

Matthew Medell is a financial advisor with M Holdings Securities, Inc. and holds a Series 66 designation. He has seven years of industry experience, including prior roles at J.P. Morgan Securities, LLC, Morgan Stanley, Capital One Investing, LLC, and Fxcm. He is based in Dallas, TX. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and financial planning.

Brian Heider is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at True North Advisors, LLC since 2014. He is based in Dallas, TX. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions with 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 organizes portfolios using four Functional Asset Classes.

Shirley Ogden is a CFA® charterholder with 26 years of industry experience, currently with LEE Financial Company, LLC, where she has worked since 1993. In addition to her work at Lee Financial, she holds a part-time position at Timothy Carmody CPA, focusing on income tax preparation, research, and consulting. 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 vehicles, alongside offering family office and foundation services.

John Hamiter Jr. is a financial advisor with Level Four Advisory Services, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Level Four Advisory Services since 2021 and Harbor Financial Services, LLC since 2005. Outside of advising, he is a partner in GHMYS Group, LLP, which provides office support services. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across a diverse client base, including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, using model portfolios and a combination of direct management, affiliated sub-advisers, and third-party managers.

Ryan Coxe is a financial advisor at LEE Financial Company, LLC in Dallas, TX, holding a Series 65 designation with two years of industry experience. His work history includes roles at Lee Financial, RETC, Strong Capital, Dominus Commercial, and the Dallas Cowboys. 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 with a WholeVision™ planning framework, tailoring portfolios to clients’ specific liquidity, tax, income, and risk needs.

Carolyn Sterling is a CFP®-designated financial advisor at Prospera Financial Services, Inc. based in Dallas, TX, with 28 years of industry experience. She worked for Hd Vest Advisory and H.D. Vest Investment Securities, Inc. from 1995 until joining Prospera in 2022. Mrs. Sterling serves as a board member and secretary for the Young Men's Service League in Plano, TX. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals—including high-net-worth clients—retirement plans, trusts, estates, charities, and businesses, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

Alexander Nickerson is a CFP® professional with five years of experience in financial advising. He has worked at Lee Financial Company, LLC since 2021 and previously spent five years with Cypress Point Wealth Management. He is based in Dallas, TX. 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 model using its WholeVision™ planning framework and serves as General Partner and Investment Manager for several affiliated private partnerships.

Christopher Steinsholt is a financial advisor with Csenge Advisory Group, LLC in Dallas, TX, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Edward Jones. He serves on the Board of Directors for the Rotary Club of Rockwall and holds leadership roles with the Texas Valor Project and Rockwall County Republican Men’s Club. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm combines fundamental and technical analysis with a relative strength methodology and a top-down market approach, offering customized portfolio management through discretionary and model-based strategies.

Lenny Martinez is a financial advisor at Simplicity Wealth with 11 years of industry experience. He holds a Series 65 designation and has worked previously at Brokers International Financial Services, Secure Investment Management, and JD Mellberg Financial. Outside of his advisory role, Martinez is president of Futurenvest Consulting, an insurance agency, and he also presents financial wellness workshops for corporate employees through the Association of Financial Educators. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with discretionary management and additional services such as tax optimization and customized investment screening.

Dhruv Maniktala is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at True North Advisors, LLC since 2015. He is based in Dallas, TX and holds the Series 63 license. 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 focused on value-oriented strategies, while incorporating passive indexed ETFs, SMAs, and alternative or private investments as appropriate.

Sean Kernan is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Advisor Resource Council since 2012 and also maintains a long-standing relationship with LPL Financial since 2009. Outside of advising, he operates a blog titled "How To Find A Financial Advisor." Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting through a network of investment adviser representatives. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across diversified portfolios.

Alvin Walk is a financial advisor at Prospera Financial Services, Inc. with 28 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Charles Schwab, Morgan Stanley, 1st Global Advisors, and Waddell & Reed. Outside of his advisory work, Alvin is a musician who plays trumpet and performs with various groups at his church. Prospera Financial Services, Inc. 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 business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Petia Moutaftchieva is a Series 66 licensed financial advisor at Hilltop Securities Inc. in Dallas, TX, with 12 years of industry experience. She has been with Hilltop Securities since 2016. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of portfolio management programs through an open-architecture platform that includes advisor-managed and model-based solutions, along with specialized municipal bond strategies and custody capabilities.

Cody Stansell is a CFP® with seven years of experience in the financial industry. He is currently an advisor with Victory Financial Group and has previously worked at SageSpring Wealth Partners and Waterworth Wealth Advisors. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach rooted in Modern Portfolio Theory and fundamental analysis, offering tailored portfolios with mutual funds and ETFs and providing a range of financial planning and wealth management services.

Deborah Todd is a financial advisor with Momentum Independent Network Inc. in Tyler, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Sws Financial Services since 2010. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage relationships, offering a range of investment advisory programs, managed accounts, financial planning, and retirement plan consulting. The firm utilizes a platform model with third-party managers and integrates with Hilltop affiliates to provide municipal bond strategies and bank-sweep deposit programs.

Steven Anderson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Mutual/United of Omaha Insurance Company since 1996. Anderson has served as president of NAIFA-Dallas and currently holds a volunteer position on its board as the national committee man. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through platform relationships with Envestnet and Pershing, delivering managed solutions and acting as a conduit to third-party money managers.

William Atkins Jr. is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Advisor Resource Council and affiliated with LPL Financial since 2015. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies that integrate artificial intelligence tools with traditional fundamental analysis across various portfolio types, including equities, fixed income, alternatives, and options-based techniques.

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.