Louis Bruno is a financial advisor at Level Four Advisory Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Level Four Advisory Services since 2021, with prior roles at Level Four Financial, LLC, and Grosse Pointe Investor Services. Outside of advisory work, he serves as president of Grosse Pointe Investor Services, a non-investment related company. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm provides fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of direct management, affiliated sub-advisers, and third-party managers.

Jeffrey Schulz is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding a Series 65 credential and seven years of industry experience. He has worked with several firms, including Burlington Alliance Capital Management and Brookstone Capital Management. Outside of advising, Schulz helps customers with life insurance and annuities through Premier FutureGuard and conducts seminars introducing clients to Integrated Trust Systems. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors, managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing diverse investment strategies and third-party platforms.

Susanna Hartwig is a financial advisor with Principal Advised Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Principal Securities Inc and Principal Life Insurance Company since 2008 and joined Principal Advised Services in 2022. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models in both non-discretionary recommendations and a discretionary investment management program. The firm is part of the Principal Financial Group family, leveraging operational integration with affiliated entities to offer access to proprietary products and coordinated support.

Bond Cuyos Blackman is an advisor at International Assets Investment Management, LLC based in Dallas, TX. He holds the Series 66 designation and has one year of industry experience, with prior roles at MCI Megatel Capital Investment and Merrill. Outside of finance, he has experience working with Scratch Kitchen & Cocktails and Norman Nerds, as well as involvement with the University of Oklahoma. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm’s independent adviser representatives offer customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, often incorporating third-party money managers, sub-advisers, or wrap programs.

Paul Morris is a financial advisor with Level Four Advisory Services in Dallas, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 52 years of industry experience, including roles at Raymond James Financial Services and Harbor Financial Services. In addition to advisory work, he serves as president of Trinity Financial Corporation, a licensed insurance agency. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and state and municipal entities. The firm provides financial planning, portfolio management, retirement-plan consulting, and fiduciary 3(38) services, utilizing model portfolios and a mix of proprietary and third-party platforms.

Zachary Rumpke is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Fidelity Investments and other firms spanning diverse sectors. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non‑high‑net‑worth and high‑net‑worth clients. The firm provides tailored financial planning, consulting, and wealth management services using a mix of fundamental and cyclical analysis to build diversified, factor‑tilted portfolios implemented through ETFs, mutual funds, individual securities, and third‑party managers.

Daniel Mauck is a CFP® certificant with 21 years of experience in the financial industry. He has worked at Clintsman Financial Planning from 2004 to 2021 and has been with Lee Financial Company, LLC since 2022. Lee Financial Company provides fee-only financial planning and both discretionary and non-discretionary portfolio management for individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based approach centered on its WholeVision™ planning framework and also manages private pooled investment vehicles and family office services.

Juliana Howe is a financial advisor at Krilogy with a Series 65 credential and one year of industry experience. Prior to joining Krilogy, she worked at FS Advisors for two years. Outside of finance, she has experience managing Florida Beach Horses and has been involved in babysitting for over ten years. Krilogy serves a diverse client base, including high-net-worth individuals, institutional clients, and family offices. The firm employs a long-term investment philosophy with an internal committee managing model portfolios and offers active and passive strategies, customized bond ladders, and alternative investments.

La Tunya Hanley is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include positions at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, Avantax Investment Services, TD Ameritrade, J.P. Morgan Securities, and TIAA-CREF. Outside of finance, she worked for Uber Eats for one year. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering ongoing portfolio management and financial planning. The firm utilizes diversified portfolios comprising mutual funds, ETFs, individual equities, bonds, and alternative investments, supported by continuous account monitoring and access to independent managers.

Dana Davidson is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding the PFS™ credential and Series 63 and 65 licenses. He has 34 years of industry experience, including prior roles at Cetera Advisor Networks LLC and his own CPA firm, Dana B. Davidson CPA Company P.C. He serves as a trustee for Judson University and is involved in various business activities including tax accounting, financial services, professional gaming analysis, and movie production. Momentum Independent Network Inc. provides investment advisory, portfolio management, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm uses a variety of discretionary and non-discretionary investment strategies and integrates broker-dealer operations with banking and municipal advisory services through its Hilltop group affiliations.

Canyon Ceman is a financial advisor at Momentum Independent Network Inc. with three years of industry experience. He holds a Series 66 designation and previously worked for World Wrestling Entertainment from 2012 to 2021. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing third-party managers and integrated solutions with Hilltop affiliates.

Brittany Strickland is a financial advisor at Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. She has worked at Level Four Advisory Services since 2021 and at Level Four Financial, LLC since 2016. Outside of her advisory work, she serves as a Finance Committee member at Riddles Bend Baptist Church. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and governmental entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and sub-advisors, with a corporate structure that includes broker-dealer and trust affiliations and services tailored to municipal and tax-exempt strategies.

Dawn Benko is a financial advisor at Level Four Advisory Services with 25 years of industry experience. She holds the ChFC® and Series 66 designations and previously worked at Thrivent Financial and Thrivent Investment Management. Outside of her advisory role, she volunteers as a board member for Veterans on the Lake, a nonprofit serving disabled veterans. Level Four Advisory Services is an SEC-registered enterprise adviser managing over $5 billion across 115 advisors and a diverse client base. The firm provides fee-only financial planning and asset management, utilizing model portfolios developed by an internal committee or sub-advisers, with a range of affiliated financial services supporting custody and trust needs.

Christopher Fasy is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 66 license and 17 years of industry experience. He previously worked at Edward Jones and Valic Financial Advisors before joining Advisor Resource Council and LPL Financial in 2020. Outside of his advisory roles, he manages a separate investment-related business and a home-based investment entity for tax purposes. Advisor Resource Council is an SEC-registered advisory firm serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with fundamental analysis to offer a range of model and separately managed account strategies, as well as customized solutions, through a network of investment adviser representatives.

Patrick Lovelady is a financial advisor at Hilltop Securities Inc. with 18 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining Hilltop Securities. Lovelady serves on the boards of the Amarillo College Foundation and the Eldon Durrett Scholarship, both nonprofit organizations. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions. The firm combines custody, banking, and market-making capabilities with an open-architecture platform featuring third-party and firm-sponsored investment strategies.

Rebecca Clauer is a financial advisor at Level Four Advisory Services with 15 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Her prior experience includes roles at Fidelity Investments, AXA Advisors, and TIAA. Outside of financial advising, she owns an online retail and wholesale cabinet business. 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 offers financial planning, asset management, retirement plan consulting, and introduces clients to third-party managers, using model portfolios and multiple custodial platforms.

Troy Smith is a financial advisor at Momentum Independent Network Inc. with 20 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Charles Schwab from 2008 to 2012. Troy serves as a board member of the Salado Community Foundation. Momentum Independent Network Inc. provides investment advisory, portfolio management, and brokerage services to individuals, corporations, institutions, and retirement plans. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities through its affiliation with the Hilltop group.

Joseph Calhoun is a CFP® with 10 years of experience in the financial industry. He currently works at Quotient Wealth Partners, LLC and has previously held positions at Goldman Sachs Personal Financial Management, LPL Financial LLC, and Victory Capital Advisers. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm offers financial planning, consulting, and discretionary and non-discretionary wealth and investment management, using tailored investment programs implemented primarily through ETFs, mutual funds, individual securities, and third-party managers.

Tyler Ashley is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding a Series 65 credential and two years of industry experience. His prior roles include positions at Infinite Wealth Advisors LLC, Namcoa, and Florida Financial Advisors, as well as earlier experience at Lincoln Harris and Coca-Cola Bottling Company Consolidated. Outside the financial industry, he was involved with Better Way Landscaping for two years. Integrity Advisory Solutions serves individuals, including high-net-worth clients, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and sub-advisory programs, utilizing both fundamental and technical analysis and a variety of asset allocation strategies.

Aakash Panchal is a financial advisor with SignatureFD, LLC in Dallas, TX. He holds a Series 65 designation and has over nine years of experience, including roles at SignatureFD since 2022 and E*Trade from 2020 to 2022. Prior to his advisory career, he spent five years at the University of Georgia. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and several private investment funds.