Todd Bulot is a financial advisor with Level Four Advisory Services in Dallas, TX, holding a Series 65 designation and 11 years of industry experience. He has worked within various Level Four affiliated entities since 2017 and currently serves as Practice Director of Asset Management at Level Four Capital Management. 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 provides financial planning, portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a combination of firm-sponsored and third-party platforms.

Adam Mastin is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63, Series 65, and Series 66 licenses and possessing two years of industry experience. His prior roles include positions at First Command Insurance Services, First Command Advisory Services, and Foundations Investment Advisors LLC. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm uses model-driven asset allocation and third-party portfolio managers on the Envestnet platform, offering services that include tax and impact overlays and private wealth consulting for clients with $1,000,000 or more.

Steven Kenny is a financial advisor at Hilltop Securities Inc. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Truist Advisory Services, Truist Investment Services, and BB&T Securities. He is also a member of 1119 Partners, LLC, an entity used for private investments. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering a range of advisory and brokerage services through an open-architecture platform that includes third-party and firm-sponsored investment strategies. The firm combines custody, banking, and market-making capabilities, and sponsors specialized municipal bond strategies alongside other program offerings.

William Sanders is a financial advisor at True North Advisors, LLC with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining True North Advisors in 2024, Sanders spent nine years with Clear Rock Advisors, LLC and also worked at Atlas Efficiency Solutions. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets. The firm serves very high net worth and ultra-high net worth individuals, corporate pension and profit-sharing plans, trusts, estates, foundations, and other business entities, offering comprehensive financial planning, portfolio management, and advisory services including discretionary management of private pooled investment vehicles through its Western Alternative Strategies division.

John Abney is a financial advisor with Mutual of Omaha Investor Services, Inc. in Irving, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Mutual of Omaha and its affiliated insurance company since 1991. In addition to his advisory role, Abney is an insurance agent offering a range of health and fixed insurance products and serves as president of AP Financial, Inc. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, money manager relationships, managed account programs, and retirement consulting. The firm operates a managed solutions platform with Envestnet and Pershing, supporting a variety of portfolio management options and integrating broker‑dealer and insurance distribution businesses within the Mutual of Omaha group.

Thomas Du is a Series 66-registered financial advisor at Hilltop Securities Inc. in Dallas, TX, with three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Fidelity Investments. Outside of his advisory work, he is involved in a family-owned construction business where he performs administrative and handyman tasks. 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 provides an open-architecture platform with a range of strategies and combines custody, banking, and market-making capabilities.

Christopher Glass is a financial advisor at Zacks Investment Management, Inc. based in Dallas, TX, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at Zacks Investment Management since 2007 and was previously with LBMZ Securities, Inc. from 2023 to present. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs a quantitative and qualitative investment approach driven by proprietary models, offering a range of strategies and investment vehicles while managing a high client-to-advisor ratio and licensing indices and model portfolios to third parties.

Jaryn Quick is a CFP® with six years of industry experience, currently serving at LEE Financial Company, LLC since 2019. Prior to joining LEE Financial Company, Jaryn worked at Texas A&M University - Commerce for four years. 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 using its WholeVision™ planning framework and manages bespoke portfolios incorporating a range of investment vehicles, including private investments and structured notes.

Jeffrey Kaufman is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience and has been involved with multiple firms, including WR Wealth Planners LLC and Concorde Asset Management, LLC. Outside of advising, he manages Kaufman Family Farms, a farming and row crop business. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of independent advisors, offering portfolio management, financial planning, and retirement consulting. The firm employs a range of investment strategies and leverages third-party platforms to deliver tailored client solutions.

Tamekia Thompson is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Wunderlich Securities, Inc., Raymond James & Associates, and the City of Memphis. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services via multiple platforms and customizable portfolio solutions.

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® with 28 years of industry experience, currently serving at Prospera Financial Services, Inc. since 2022. She previously worked at Hd Vest Advisory and H.D. Vest Investment Securities, Inc. for over 25 years. Carolyn is also a board member and served as secretary for the Young Men's Service League in Plano, Texas. Prospera Financial Services, Inc. serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through about 207 advisors. The firm offers investment advisory and financial planning services across multiple platforms, constructing portfolios using a combination of firm and third-party models with discretionary or non-discretionary management.

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 Series 65-licensed advisor with 11 years of industry experience, currently with Simplicity Wealth since 2024. He previously worked at Brokers International Financial Services, Secure Investment Management, JD Mellberg Financial, and ArmOne Insurance. Martinez is also president of Futurenvest Consulting and serves as an independent insurance agent at LRM Retirement. Simplicity Wealth serves a diverse client base including individual, high-net-worth, corporate, and institutional investors, as well as other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, providing a managed account platform, third-party model manager oversight, and integrated technology solutions for advisers.