Marc Liberman is a financial advisor at Aegis Capital Corp. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Morgan Stanley, B. Riley Wealth Advisors, and Morgan Stanley Private Bank. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, with a notable emphasis on non-discretionary client relationships.

Gregory Webster is a financial advisor at M HOLDINGS SECURITIES, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including New York Life Insurance Company and NYLIFE Securities LLC. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent member firms. The firm offers a range of advisory and brokerage services, utilizing both discretionary and non-discretionary investment management strategies supported by third-party sub-advisors and platform providers.

Samuel Acho is a financial advisor at AWM Capital, LLC with three years of industry experience. He holds a Series 65 designation and has worked with AWM Capital since 2022. Outside of his advisory role, Acho is the founder and president of Athletes for Justice, a nonprofit organization that mobilizes athletes to advocate for systemic change. He also serves as a board member at St. Mark's School of Texas and is vice president of Living Hope Christian Ministries, which organizes medical mission trips to Nigeria. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm emphasizes liability-driven investing and asset allocation, managing approximately $1.15 billion through a multi-team staff of 24 advisors.

Jennifer Armstrong is a CFP® with 24 years of industry experience. She has been with Lee Financial Corporation since 1997. Lee Financial Company provides fee-only financial planning and discretionary and non-discretionary portfolio management to a range of clients including individuals, families, trusts, charitable organizations, and employer retirement plans. The firm operates with a team-based model centered on its WholeVision™ planning framework and manages both traditional portfolios and affiliated private partnerships.

Aidan Bonner is a financial advisor at Quotient Wealth Partners, LLC, holding a Series 65 designation. He joined the firm in 2024 and has experience working in various roles including positions at Lazy Dog and Miami University. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans across both non-high-net-worth and high-net-worth clients. The firm provides tailored financial planning, consulting, and wealth management services using diversified investment strategies implemented primarily through ETFs, mutual funds, individual securities, and third-party managers.

Joseph Martinez Jr. is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Krilogy since 2023. Prior to joining Krilogy, he worked at Phlox Capital Management, LLC for eight years. He also provides voluntary, non-compensated investment advisory consultation to a hospital retirement plan committee. Krilogy serves a diverse client base including high-net-worth individuals, corporations, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy with tactical adjustments and offers a range of services such as portfolio management, financial planning, and corporate retirement plan consulting.

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® professional with 33 years of experience in the financial services industry. He currently works at Simon Quick Advisors, LLC and has previously held roles at JPMorgan Securities, Goldman Sachs & Co., Cetera Advisor Networks, United Capital Financial Advisers, TIAA, Banc of America Investment Services, and Fidelity. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax planning and compliance, as well as administrative services such as bill-pay and bookkeeping. The firm employs a multi-manager investment approach with proprietary quantitative analysis and ongoing due diligence, and it sponsors multiple affiliated pooled investment funds.

Craig Damico is a financial advisor at Quotient Wealth Partners, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Goldman Sachs and United Capital Financial Advisors. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and wealth management services. The firm utilizes tailored investment programs incorporating ETFs, mutual funds, individual securities, and third-party managers, with a focus on diversified, factor-tilted allocations and tax-aware strategies.

Kenneth Shade is a Series 66 licensed financial advisor with 27 years of industry experience. He is currently with Sunbelt Securities, Inc. and has held positions at multiple firms including Reef Securities and Chapwood Securities Inc. Shade’s work history spans various roles within the financial services sector. Sunbelt Securities, Inc. offers investment advisory and related services to individual and institutional clients through a network of investment adviser representatives. The firm provides a range of strategies and portfolio management services, including the Sunbelt RD wrap-fee program and standalone financial planning.

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 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and TD Ameritrade. M Holdings Securities, Inc. serves a wide range of clients, including high-net-worth individuals, retirement plans, and charitable organizations, through a nationwide network of independent firms. The firm offers advisory and brokerage services such as discretionary investment management, retirement plan consulting, and financial planning, supported by ongoing monitoring and use of third-party sub-advisors and platform providers.

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.

Dean Di Mento is a Series 65-credentialed advisor with Integrated Advisors Network LLC in Dallas, TX. He began his advisory career in 2026 after graduating from High Point University in 2026. Prior to joining Integrated Advisors Network, he was associated with Select Wealth Advisers and has experience at Memphis University School. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting, utilizing a range of investment approaches including fundamental and quantitative analysis, and access to third-party managers through wrap-fee programs and Managed Account Solutions.

Jonathan Mcclellan is a financial advisor at Hilltop Securities Inc. with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Hilltop Securities since 2019, following prior roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Hilltop Securities serves individual, high-net-worth, and institutional clients through advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement-plan consulting, and a range of municipal bond and specialty investment strategies while providing custody, banking, and market-making capabilities.

Lucas Baker is a Series 65-licensed advisor at Quotient Wealth Partners, LLC with four years of industry experience. Prior to joining Quotient Wealth Partners in 2023, he worked at Goldman Sachs Personal Financial Management from 2021 to 2023. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and wealth management for both non-high-net-worth and high-net-worth clients. The firm’s investment approach includes tailored strategies using ETFs, mutual funds, individual securities, and third-party managers, with a focus on diversified, factor-tilted allocations and tools to manage held-away accounts.

Zachary Wagner is a CFP® with six years of industry experience, currently serving as a financial advisor at Prospera Financial Services, Inc. He previously worked at Wells Fargo Advisors and Ameriprise. Wagner is based in Dallas, TX. Prospera Financial Services is a multi-team advisory firm with over 270 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.

Ethan Shaff is a financial advisor at Level Four Advisory Services with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Level Four Capital Management and Texas Capital Bank Private Wealth Advisors. He maintains life insurance licensing, though he is not currently active in selling insurance. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, portfolio management, retirement-plan consulting, and fiduciary services, often implementing client strategies through model portfolios and both affiliated and unaffiliated sub-advisors.

Mark Callahan is a financial advisor at Aptus Capital Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Aptus since 2019. His prior experience includes working at Esposito Securities, LLC from 2016 to 2018. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and provides services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses primarily ETF-based strategies combining technical and fundamental analysis, manages portfolios on a discretionary, model-driven basis, and offers a variety of advisory and investment services including portfolio management, financial planning, and options overlay solutions.

Stephen Crossman is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He 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 investment solutions through an open-architecture platform that includes adviser-managed and model-based programs, along with specialized municipal bond strategies and custody capabilities uncommon among enterprise advisers.