Daniel Peters is a financial advisor at LEE Financial Company, LLC in Dallas, Texas, with 21 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Lee Financial Corporation since 2009. 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 also serves as general partner and investment manager for several affiliated private partnerships and pooled investment vehicles.

Alan Tipton Jr. is a financial advisor with Level Four Advisory Services, holding a Series 63 designation and bringing 33 years of industry experience. His career includes roles at LPL Financial and Level Four Financial, LLC. Outside of advising, he is a managing member of Tipton Restaurant, LLC, a food service business in Shreveport, LA. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, employing model portfolios and both affiliated and unaffiliated sub-advisers.

Emily Smeltz is a CFP® professional with six years of experience at Lee Financial Company, LLC, located in Dallas, TX. Prior to joining Lee Financial, she worked at The Michael's Organization and in the hospitality industry. Lee Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm operates a team-based model centered on its WholeVision™ planning framework and manages tailored portfolios that include a variety of investment types.

Kevin Adkins is a CFP® professional with 35 years of industry experience, currently serving as an advisor at Level Four Advisory Services since 2021. He has been involved with Level Four Financial, LLC since 2004. Outside of his advisory role, he maintains a non-investment entity related to personal health insurance management. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and approximately 13,865 client relationships. The firm serves a diverse client base, offering fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services through tailored strategies and a range of affiliated and unaffiliated sub-advisers.

James Mars is a CFP® with 39 years of industry experience, currently serving at Balefire, LLC. He has held positions at Purshe Kaplan Sterling Investments and LPL Financial LLC, and is the CEO of Fuse Partners, LLC dba VisionPoint Advisory Group. Outside of his advisory work, he is involved in the sale of fixed and traditional insurance products and manages a personal LLC for business-related expenses. Balefire, LLC serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities, providing discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment approach centered on an Investment Committee that develops model portfolios using a core-plus-tactical philosophy and licensed third-party research.

Colton Shields is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Geneos Wealth Management, Inc. and Professional Wealth Management Group, where he has worked since 2021. Colton also operates as an independent representative for various insurance carriers in fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, institutions, and high-net-worth clients with financial planning, portfolio management, and referrals to third-party money managers. The firm uses a combination of fundamental and technical strategies and offers customized accounts, model-based allocations, and advisor-managed platforms.

Sean Murphy is a financial advisor with Alexander Capital Wealth Management LLC in Dallas, TX, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior roles include positions at Maxim Group LLC and Newbridge Securities. Outside of his advisory work, he is involved with Team Enterprises, representing liquor brands at Dallas Mavericks and Dallas Stars games and managing VIP customer relations. Alexander Capital Wealth Management LLC provides portfolio management services primarily to individual and high-net-worth clients through discretionary and non-discretionary accounts, utilizing a combination of cyclical, technical, and fundamental analysis alongside long- and short-term trading strategies. The firm manages approximately $212.1 million in discretionary assets and operates with affiliations that include an in-house broker-dealer and private equity ventures.

Robert Morales is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience. He has worked at Hilltop Securities Inc. since 2020 and was previously with Transamerica for six years. Morales served as president of DRAG Ventures, a Velofix Dallas franchise, which is currently closing operations. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement-plan consulting, and municipal bond strategies, combining custody, banking, and market-making capabilities.

Caleb Brian is a Certified Financial Planner® with eight years of industry experience. He has worked at True North Advisors, LLC since 2019 and previously spent six years at Tolleson Private Wealth Management. 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, complemented by passive indexed ETFs, separately managed accounts, and alternative or private investments.

Scott Coya is a financial advisor with Hilltop Securities Inc., holding a Series 66 designation and 22 years of industry experience. His prior firms include Barclays Capital Inc., The Prudential Insurance Company of America, and D.A. Davidson & Co. Hilltop Securities serves individual, high-net-worth, and institutional clients with investment advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions, combining custody, banking, and market-making capabilities on an open-architecture platform.

Chrystal Badillo is a financial advisor at Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 66 licenses with 36 years of industry experience. Her prior work includes roles at Westwood Management Corp. and Foreside Fund Services, LLC. She serves as a board member for Reading Partners North Texas, a nonprofit organization focused on improving children's reading skills. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers through a mix of model portfolios and wrap platforms.

Michele Bergeron is a CFP®-certified financial advisor with 20 years of industry experience, currently with LEE Financial Company, LLC since 2020. She previously worked at Lake Point Wealth Management and JP Morgan Securities. Outside of finance, she teaches spin cycling classes at LA Fitness. 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 within its WholeVision™ planning framework and manages both discretionary and non-discretionary portfolios tailored to clients’ needs, while also serving as a general partner and investment manager for several private partnerships.

Aaron Lang is a CFA® charterholder and Series 65 licensed financial advisor with six years of industry experience. He has worked at True North Advisors, LLC since 2024 and previously held positions at Clear Rock Advisors, LLC, BOK, and Waddell and Reed. 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 and portfolio management with a value-oriented, bottom-up investment approach.

Michael Elias is a financial advisor with Thurston Springer Advisors in Dallas, TX, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been associated with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory work, Elias owns Elias Innovations, LLC, a company producing drinkware for bottles. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and ERISA fiduciary services, employing a range of investment strategies from buy-and-hold to active momentum models.

Mark Jameson is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior work includes roles at Robinhood Markets, Inc. and Robinhood Securities, LLC. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions on an open-architecture platform that incorporates third-party and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities alongside its brokerage and advisory functions.

Brian Marlar is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Momentum Independent Network Inc. since 2008. He is based in Big Spring, TX. Outside of his advisory role, Marlar serves on the board of the Shane Kemper Foundation, which awards scholarships to local students pursuing medical careers, and is active with Gideons International as a camp treasurer and speaker. Momentum Independent Network serves a diverse client base including individuals, high-net-worth clients, charities, corporations, institutions, and banks. The firm offers advisory and brokerage services, utilizing third-party managers and Envestnet for investment models, trading, and rebalancing, with notable integration of Hilltop affiliates and specialized municipal bond strategies.

Cory Chmelka is a CFP® professional with 10 years of industry experience, currently serving as an advisor at United Capital Financial Advisors. His prior experience includes roles at Apexium Insurance Services, Apexium Financial, Soundwatch Capital, and Capstone Wealth Management. He is also licensed as an insurance agent for life, health, and annuity products and maintains ownership interests in related financial and insurance entities. United Capital Financial Advisors offers national financial planning and discretionary investment management to a diverse client base, including high-net-worth individuals and institutional accounts. The firm’s approach integrates customized asset allocation and access to a broad range of investment strategies, supported by a platform that includes technology services and an extensive affiliate network.

Michael Curtis is a CFP® with seven years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2021. Before joining Brighton Jones, he worked four years at Tolleson Wealth Management. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, including a Personal CFO offering and comprehensive financial planning solutions. The firm employs a whole-balance-sheet approach and offers services ranging from discretionary portfolio management to family office administrative support, supported by an affiliated ecosystem that includes private investment funds and trust services.

Terry Thompkins II is a CFP® professional with 29 years of industry experience, currently serving at Level Four Advisory Services. His prior experience includes roles at LPL Financial and Wells Fargo Advisors. Outside of financial advising, he is also a self-employed musician, composer, producer, and band director. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and a diverse client base. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a mix of affiliated and third-party sub-advisers.

Erica Rodriguez is a financial advisor at MissionSquare Retirement with nine years of industry experience. She has held roles at MissionSquare Investment Services since 2022 and previously worked at JPMorgan Securities LLC and JP Morgan Chase Bank NA. Outside of her advisory work, she also provides notary signing services. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include managed accounts and fund advice developed by Morningstar Investment Management and delivered through multiple channels to MissionSquare accounts.