Walter Anthony Jr. is a financial advisor at Hilltop Securities Inc. in Plano, TX, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Hilltop Securities since 2008. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of investment programs and fiduciary services through an open-architecture platform with various adviser- and manager-based solutions.

Andrew Richardson is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Merrill, and TD Ameritrade. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios with mutual funds and ETFs, combining active and passive strategies, and offers integrated planning by coordinating wealth, tax, estate, and insurance professionals.

Bryan Bernard is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 credentials and offering 36 years of industry experience. He has been with Prospera since 2002. Bernard is also the owner of Silverthorn Investments, where he provides investment services for individuals, business owners, and corporations. 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 business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Alfred Holland Jr. is a CFP® with 27 years of industry experience, currently serving as an advisor at VestGen Advisors, LLC since 2025. His prior roles include positions at Optimum Investment Advisors, LLC, Wells Fargo Advisors, and UBS Financial Services. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationship work with centralized portfolio construction, serving a diverse client base that includes retail investors, institutions, and government entities.

Brittany Frazier is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, with 11 years of industry experience. She holds a Series 65 designation and has been with Cain, Watters & Associates since 2013. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension and profit-sharing plan trustees and sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and donor-advised fund services through Schwab Charitable, utilizing multiple investment programs and a combination of discretionary and non-discretionary management.

Marcus Moore is a CFP® professional with 39 years of experience in the financial industry. He is currently with Great Valley Advisor Group, LLC and has previously worked at firms including Good Life Advisors, LLC, LPL Financial, UBS Financial Services, and Merrill. Outside of his advisory role, he has been involved with Level Four Insurance Services, LLC, serving as a non-variable insurance agent. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Amber Andregg is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 15 years of industry experience. She has worked previously at Cetera Advisor Networks, Girard Securities, and United Capital Financial Advisers. Andregg is also the managing partner and wealth adviser at Symphony Wealth Group, where she leads the office team and advises clients on financial planning and investments. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers access to a broad range of investment products and platforms within a structured oversight framework.

Joseph Goh is a financial advisor with Financial & Tax Architects, LLC in Plano, TX, holding a ChFC® designation and Series 63 and 65 licenses. He has eight years of industry experience, including prior roles at Prudential Insurance Company of America and LPL Enterprise. Outside of his advisory work, Goh is a licensed Texas Realtor and involved in mortgage and real estate services through Kingdom Estate Realty LLC. Financial & Tax Architects serves individual and high-net-worth clients, particularly those nearing or in retirement, offering discretionary portfolio management, financial planning, and consulting services. The firm uses proprietary model-based strategies primarily composed of ETFs, U.S. Treasuries, and fixed-income instruments, and also provides sub-advisory services to other registered investment advisers.

Nicholas Polyak Jr. is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63, Series 65, and Series 66 licenses and bringing 20 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2007. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client contact with investment research and asset allocation provided by its Strategic Investment Advisors.

Brian Tillotson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and over 24 years of industry experience. He has worked at several firms, including LPL Financial and Good Life Advisors, LLC. Outside of his advisory roles, Tillotson is the owner of Virtus Tax Strategies, LLC, a tax preparation and accounting business. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, utilizing a combination of proprietary strategies and third-party platforms to tailor portfolios to client objectives.

Giovanni Malatesta is a financial advisor at Secure Asset Management, L.L.C. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Investment Services, Wells Fargo Clearing, and BBVA-affiliated entities. Secure Asset Management primarily serves individual clients across various wealth levels, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a disciplined investment approach combining fundamental, technical, and cyclical analysis and frequently utilizes third-party money managers and held-away account management.

Dmitry Shteynsapir is a financial advisor with Coppell Advisory Solutions LLC in Dallas, TX. He holds a Series 65 designation and has been active in business consulting and commercial lending through his role at Dimfina LLC since 2017. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses a combination of internally developed and independent asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

Thomas Healy is a financial advisor at Retirement Planners of America with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC and RFG Advisory LLC dba Trinity Private Wealth. He also has experience as an independent insurance agent. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee investment program. The firm employs an “Invest and Protect” approach focused on capital preservation and uses model portfolios with tactical rebalancing.

Caeden Byrd is a financial advisor at Cain, Watters & Associates, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments, Prudential Insurance Company of America, and other firms. His background includes roles outside finance, such as positions at Uber, DoorDash, and InstaCart. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension or profit-sharing plan sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and delivers donor-advised fund services through Schwab Charitable.

Christopher Lipper is a CFP® with 23 years of industry experience, currently serving at CX Institutional, LLC since 2018. His prior experience includes roles at CXI Advisors, LLC, Vestpro Financial Partners, Inc., LPL Financial, and CPF Texas. He serves as a volunteer board member for InTouch Credit Union and is a commissioned notary public in Texas. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment process combining fundamental, quantitative, technical, and cyclical analysis across various asset classes, offering specialized strategy portfolios and integrating third-party technology tools.

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.

John Hoffman is a financial advisor with Balefire, LLC, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior work includes long-term roles at Princor Financial Services Corporation and Principal Life Insurance Company, as well as time at LPL Financial and VisionPoint Advisory Group. Outside of his advisory role, he provides investment advisory services through Fuse Partners, LLC. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach with discretionary asset management and comprehensive financial planning across a multi-advisor platform managing approximately $2 billion in assets.

Sandi Chui is a financial advisor at Kovack Advisors, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Western International Securities, Inc., Citigroup Global Markets, and Merrill. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and access to sub-advisory programs through a structured investment approach supported by Envestnet technology.

Keith Klein is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, holding a Series 65 designation with 15 years of industry experience. He has been with Cain, Watters & Associates since 2010. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and trustees or plan sponsors of pension and profit-sharing plans. The firm also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Michael Zarich is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63, 65, and 66 designations and bringing 19 years of industry experience. His career includes roles at BOK Financial entities since 2016 and prior experience with Rek Advisors, Inc. and Stanford Group Company. He serves on the Board of Directors for the Alliance of Community Assistance Ministries, participating in fundraising and resource advancement committees. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, municipalities, and institutional investors. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led service with research-driven asset allocation and manager selection by its Strategic Investment Advisors.