Joseph Martinez Jr. is a CFA® charterholder with 10 years of industry experience. He is currently an advisor at Krilogy Financial, LLC and previously worked at Phlox Capital Management, LLC for eight years. Outside of his advisory role, he serves as a consultant on the Retirement Plan Investment Advisory Committee at Parkland Health, providing nondiscretionary advice on investment policy for defined contribution and benefit plans. Krilogy Financial LLC serves individuals and families, including high- and ultra-high-net-worth clients, as well as qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm employs a primarily long-term investment approach with tactical overlays, combining quantitative, qualitative, and fundamental analysis, and offers a range of portfolio management, financial planning, and consulting services.

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®-designated financial advisor at Simon Quick Advisors, LLC with 32 years of industry experience. He previously worked at firms including JPMorgan Securities LLC, Goldman Sachs & Co LLC, Cetera Advisor Networks, United Capital Financial Advisers LLC, and TIAA. Yoss is based in Dallas, TX. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, and foundations by offering wealth management, investment consulting, and financial planning. The firm employs a multi-manager approach combining proprietary quantitative analysis and due diligence, and distinguishes itself through fund sponsorship, tax-return preparation, and a range of administrative services.

Kenneth Shade is a financial advisor with Sunbelt Securities, Inc. and holds a Series 66 designation. He has 26 years of industry experience and has held roles at several firms, including Reef Securities and Chapwood Securities Inc. Shade’s background includes compliance and principal responsibilities at BV Securities LLC. Sunbelt Securities serves a diverse client base, including individual investors, charitable organizations, and corporate clients. The firm manages approximately $2.0 billion across several thousand accounts, offering portfolio management, financial planning, and access to third-party money managers primarily through discretionary wrap programs.

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.

Jonathan Mcclellan is a financial advisor at Hilltop Securities Inc. in Dallas, TX, with 11 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering managed accounts, financial planning, and advisory services on an open-architecture platform with both firm-sponsored and third-party strategies. The firm combines custody, banking, and market-making capabilities and operates as a full-service broker-dealer and registered adviser.

Ethan Shaff is a financial advisor at Level Four Advisory Services with three years of industry experience. He holds a Series 65 credential and has previously worked at Texas Capital Bank Private Wealth Advisors and The Cabana Group. Shaff maintains a life insurance license, 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 serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and access to third-party money managers through model portfolios and various wrap platforms.

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.

Rhys Cooper is a CFP® with seven years of experience in financial advising, currently with Integrity Advisory Solutions since 2024. His prior roles include positions at Jarvis Financial Services, Shilanski & Associates, Financial Insights Wealth Management, and UBS. Outside his main firm, he is also a financial advisor with Silverleaf Wealth Management. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers a range of services including portfolio management, financial planning, retirement consulting, sub-advisory programs, and fiduciary management, using a variety of investment strategies and third-party platforms.

Christopher Habedank is a financial advisor at Integrity Advisory Solutions with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Integrity Advisory Solutions, Namcoa, Infinite Wealth Advisors, LLC, and T. Rowe Price. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, using a combination of fundamental and technical analysis alongside various asset-allocation frameworks.

Wesley Darilek is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. He worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2011 to 2019 before joining Hilltop Securities in 2019. Outside of his advisory role, he is a landlord with a rental property he co-owns with his spouse. Hilltop Securities Inc. provides brokerage, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs through an open-architecture platform and features unique municipal bond strategies co-advised by Franklin Templeton Group and sub-advised by Western Asset Management.

Marcus Egiebor is a financial advisor at Integrity Advisory Solutions with Series 63 and Series 65 credentials and four years of industry experience. He has held roles at Trust Access Firm, LLC and Insurance Access, where he manages insurance sales and estate planning activities. Marcus also serves as a managing general agent in the fixed insurance business. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing a variety of asset-allocation frameworks and third-party platforms to construct tailored investment portfolios.

Stephen Jones is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Hilltop Securities in various capacities since 2000. Hilltop Securities serves individual, high-net-worth, and institutional clients through both investment advisory and broker-dealer services. The firm offers a range of solutions including managed accounts, financial planning, retirement-plan advisory, and brokers execution and custody functions, utilizing an open-architecture platform with both third-party and firm-sponsored strategies.

Melissa Cox is a CFP® with 21 years of industry experience, currently serving at Van Clemens Wealth Management, LLC in Dallas, TX. She has worked with Doucet Asset Management and Institutional Securities Corp, among others, throughout her career. She also owns Future Focus Wealth, where she is involved in authoring and public speaking. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients, including ERISA retirement plans, offering portfolio management, financial planning, and estate-planning support. The firm employs a combined investment approach that includes modern portfolio theory along with fundamental and technical analysis, providing customized strategies using both in-house and third-party managers.

April Harper is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Prospera since 2008. Prospera Financial Services is a multi-team advisory firm with 271 advisors overseeing 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.

Thadius Beavers is a financial advisor at M Holdings Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including E*TRADE Securities LLC and TIAA-CREF. He was also involved with Level Four Advisory Services as a branch manager and supervisory principal. M Holdings Securities, Inc. serves a range of clients, including individuals, retirement plans, and charitable organizations, offering advisory and brokerage services through a nationwide network of independent firms and professionals. The firm provides discretionary and non-discretionary investment management, retirement plan consulting, and financial planning, supported by platform providers and sub-advisory relationships.

Kenneth Price is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 29 years of industry experience. He worked previously at MICG Investment Management, LLC from 2001 to 2009 before joining Prospera in 2009. Outside of his advisory role, he is co-owner of PricePerkins LLC, an insurance agency, and volunteers for Staples Mill Road Baptist Church. 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 including their proprietary Summit programs and third-party platforms like Envestnet and SEI.