Torey Pellegrini is a CFA® charterholder with 14 years of industry experience. He is currently an advisor at The London Company of Virginia, where he has worked since 2023. His prior roles include positions at Amundi Distributor US, Inc., Harbor Capital Advisors, Harbor Funds Distributors, and Pioneer Investment Management USA, Inc. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, charitable organizations, and institutional investors using a conservative, bottom-up equity process focused on downside protection.

Allen Gentry IV is a financial advisor at Integrity Advisory Solutions with four years of industry experience. He holds a Series 66 designation and has previously worked at Jarvis Financial and Ameriprise. 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 with various asset-allocation strategies.

Eric Smith is a financial advisor at LEE Financial Company, LLC in Dallas, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lee Financial Corporation since 2011. Outside of finance, Eric is a contract and recording musician, performing guitar at church services and creating original music for licensing. 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 types, including private and structured products.

Adrian Podsednik is a financial advisor at Level Four Advisory Services with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Avantax Advisory Services, LPL Financial, and Cetera Wealth Services. In addition to his advisory role, he provides accounting, tax, and consulting services through his accounting firm, Podsednik & Company, P.C. 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 fiduciary services, utilizing model portfolios, wrap platforms, and unaffiliated sub-advisors.

Shailesh Negandhi is a financial advisor at FourStar Wealth Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 21 years of industry experience. His prior experience includes roles at UBS Financial Services and Bridgeway Wealth Partners. FourStar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis and manages portfolios primarily on a discretionary basis, tailored to clients’ risk tolerance and time horizon.

Michael Lloyd is a financial advisor at Hilltop Securities Inc. with five years of industry experience. He holds a Series 66 designation and has worked in various roles including at Trademark Property Co. and Texas Christian University. Outside of his advisory career, he was involved with the Tassajara Valley Little League for ten years. 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 operates on an open-architecture platform utilizing third-party technology and managers, and it combines custody, banking, and market-making capabilities within its service offerings.

Adrienne Anthony is a CFP® with 11 years of industry experience, currently serving as a financial advisor at LEE Financial Company, LLC since 2022. She previously worked at Murphy & Sylvest from 2014 to 2022. 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 centered on its WholeVision™ planning framework and also serves as investment adviser to private pooled investment vehicles.

Ashley Heineman is a financial advisor at Concurrent Investment Advisors, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Concurrent, Ashley worked at Fisher Investments, United Capital Financial Advisors, and Goldman Sachs Personal Financial Management. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors managing about $9.9 billion in client assets, employing a long-term, customized portfolio approach using a variety of investment vehicles.

Taylor Heifetz is a financial advisor at Hilltop Securities Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Charles Schwab, HD Vest Advisory Services, and Fidelity Brokerage Services LLC. His career spans roles at various financial services companies over the past decade. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed account programs, financial planning, retirement-plan consulting, and a variety of municipal bond strategies and specialty programs.

Todd Simmons is a financial advisor with LPL Financial based in Mansfield, TX, holding Series 63 and 66 licenses and bringing 25 years of industry experience. He has served as an investment advisor through Advisor Resource Council since 2015. Simmons is also a member of the City Council in Mansfield, TX. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Gerald Dietz is a financial advisor with Cape Investment Advisory, Inc. in Addison, TX, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at American Global Wealth Management, Cape Securities, Inc., and Keystone Capital Corporation. He also serves as an adjunct instructor at Richland College. Cape Investment Advisory, Inc. serves individuals, businesses, and various entities with discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers. The firm emphasizes personalized asset allocation plans based on clients’ financial situations, objectives, and risk tolerance.

Gregory Dvorocsik is a financial advisor at SpiderRock Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch Investment Managers and BlackRock Investments since 2006, with a career at Merrill Lynch dating back to 2000. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, utilizing a rules-based, systematic approach that combines quantitative and fundamental inputs. The firm is known for its focus on listed derivatives and dynamic option overlays, serving a diverse client base including asset managers, registered investment advisors, banks, family offices, pension funds, and high-net-worth individuals.

Richard Feild is a financial advisor at Hilltop Securities Inc. in San Antonio, TX, holding Series 63, 65, and 66 licenses with 49 years of industry experience. He has been with Hilltop Securities since 2016. Outside of finance, Feild is involved in film production, serving as co-writer, co-producer, and executive producer for several independent film projects. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutions, managing approximately $2.25 billion in assets. The firm offers a range of managed account programs through an open-architecture platform, combining adviser-managed and model-based investment solutions with custody and specialized municipal bond strategies.

Pankaj Udeshi is a financial advisor at Advisor Resource Council with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Guardian Life Insurance Company of America, and Park Avenue Securities. Outside of his primary role, he maintains a non-variable insurance business. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and consulting services. The firm utilizes AI-driven model portfolios alongside traditional fundamental analysis, providing customized investment strategies tailored to various account sizes and client needs.

Christina Williams is a CFP® with 22 years of experience in financial planning. She has been with Lee Financial Company, LLC since 2004, serving in various capacities over that time. The firm serves individuals, families, trusts, charitable organizations, and employer retirement plans with fee-only financial planning and discretionary and non-discretionary portfolio management. Lee Financial uses a team-based model centered on its WholeVision™ planning framework and offers customized portfolios that include a range of investment types.

Saul Lico is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of finance, he has worked as a model and actor, occasionally serving as an extra in films. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to a diverse client base, managing approximately $2.25 billion in assets. The firm offers an open-architecture investment platform with a range of managed account programs and distinctive operational features, including custody services and co-advised municipal bond strategies.

Kathleen Gerhardt is a financial advisor at Prospera Financial Services, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with Prospera since 2008. Prior to that, she has been self-employed since 1994. 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 across about 207 advisors and offers a range of investment advisory and financial planning services using multiple delivery platforms and customizable portfolio management.

Francisco Sanchez is a financial advisor at Krilogy with eight years of industry experience. He holds a Series 65 credential and previously worked at Phlox Capital Management, LLC for seven years and at The University of Texas at Dallas for three years. Krilogy Financial serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning and consulting, corporate retirement plan consulting, family office services, and sub-advisory and separately managed account model delivery, using a long-term investment approach combined with tactical overlays and advisor-led risk profiling.

Thomas Allred is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Hilltop Securities Inc. since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients with investment advisory, portfolio management, financial planning, brokerage, execution, clearing, and custody services. The firm offers both discretionary and non-discretionary portfolio solutions, utilizing a range of asset-allocation and analytical strategies, and distinguishes itself by integrating broker-dealer operations with banking and municipal advisory services within the Hilltop group.

Corey Long is a CFP® with 15 years of experience in financial advising. He is currently with True North Advisors, LLC and has previously worked at Clear Rock Advisors, Polaris Wealth Advisory Group, and Raub Brock Capital Management. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions through comprehensive financial planning, portfolio management, and consulting. The firm employs a fundamentally driven, bottom-up investment approach with a focus on value-oriented strategies, supplemented by passive indexed ETFs, SMAs, and alternative or private investments.