George Morton is a financial advisor with Level Four Capital Management in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. He has worked with Level Four Advisory Services LLC since 2013 and was previously employed at LPL Financial from 2013 to 2020. Outside of advisory work, Morton serves as COO and income partner of an affiliated CPA firm, Carr, Riggs & Ingram. Level Four Capital Management provides discretionary asset management and sub-advisory services to a diverse client base, including individuals, institutions, and government entities. The firm employs a model-driven investment approach overseen by an investment committee and offers a range of products such as actively managed equity, fixed income, alternative private credit, private equity fund access, and a crypto ETF portfolio.

Matt Peden is a CFA® charterholder with 24 years of industry experience. He is currently with True North Advisors, LLC, where he has worked since 2023. Prior to that, he was with American Beacon Advisors from 2021 to 2023 and Guidestone Financial Services from 2009 to 2021. 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 value-oriented bias and incorporates passive indexed ETFs, separately managed accounts, and alternative investments when appropriate.

David Hoppess is a financial advisor at Concurrent Investment Advisors, LLC with 31 years of industry experience. He holds a Series 63 designation and has previously worked at Ameriprise and Purshe Kaplan Sterling Investments. Outside of his advisory role, he owns Thoppess Ventures LLC, a personal operating company for independent contractor business. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm serves over 10,000 clients through a team of approximately 161 advisors and manages about $9.9 billion in client assets using customized portfolios and a long-term investment approach.

Carter Monrad is a financial advisor with Hilltop Securities Inc. holding a Series 66 designation. He has been in the industry since 2019, with prior experience at Hartmann Taylor Wealth Management and Momentum Independent Network Inc. Monrad has also been involved with Kinsmen Lutheran Church in a non-investment capacity. Hilltop Securities serves individual, high-net-worth, and institutional clients through advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity solutions. The firm provides an open-architecture platform combining third-party and firm-sponsored strategies, with capabilities in custody, banking, and market-making.

Claudia Martin is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Level Four Advisory Services since 2007 and previously spent eight years at LPL Financial. Martin also serves as Director of Operations for Level Four Group, an employee services holding company. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and a diverse client base that includes individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of internal and third-party management.

Traci Kurtz is a financial advisor with Hilltop Securities Inc. based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Cetera-affiliated firms and Next Financial Group Inc. before joining Hilltop Securities. Hilltop Securities serves a diverse client base of individuals, including high-net-worth clients, and institutional investors, providing advisory and broker-dealer services through an open-architecture platform that incorporates third-party and firm-sponsored investment strategies. The firm combines custody, banking, and market-making capabilities, offering comprehensive financial solutions such as managed accounts, retirement-plan consulting, and municipal bond programs.

Nicholas Tieri is a financial advisor at Strategic Wealth Investment Group, LLC in Dallas, TX, holding Series 63 and Series 66 credentials with four years of industry experience. His prior roles include positions at Bank of America, Merrill, and several other financial firms. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs internally developed and third-party model portfolios, drawing on fundamental, technical, cyclical, and charting methods, and it serves as a fund sponsor with minority ownership in select private and exchange-traded funds.

Henry Bashore is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 45 years of industry experience. He worked at Stephens Inc. for 12 years prior to joining Hilltop Securities in 2024. Hilltop Securities Inc. offers brokerage, 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 provides a range of portfolio management and financial planning solutions through an open-architecture platform that includes adviser-managed and model-based programs.

Nicholas Damico is a CFP® professional with 19 years of experience in financial advising. He has worked at Hilltop Securities Inc. since 2019 and previously held positions at Personal Capital Advisors Corporation, DBT Wealth Consultants, and FSC Securities. Outside of his advisory work, he owns a trading card business operating through online platforms. Hilltop Securities serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and broker-dealer services. The firm utilizes an open-architecture platform featuring third-party managers and its own municipal bond strategies, and it combines custody, banking, and market-making capabilities.

Katherine Whittelsey is a financial advisor at Quotient Wealth Partners, LLC with four years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at Fidelity Investments and First National Bank of Omaha. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans with financial planning, consulting, and investment management services. The firm uses diversified portfolios with low-cost ETFs, individual securities, mutual funds, options, third-party managers, and alternative investments, employing tax-aware strategies and ongoing monitoring across client accounts.

Sandra Bell is a financial advisor at Northern Trust Securities, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Northern Trust Securities since 2018. Prior to that, she was with EF Legacy Securities, LLC and Edelman Financial Services, LLC. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation providing discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with a range of managed account solutions delivered via the Fidelity Managed Account Xchange platform.

Scott Mccaffrey is a financial advisor at Hilltop Securities Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at LPL Financial for 11 years. Based in Dallas, TX, he has been with Hilltop Securities since 2023. 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 portfolio management programs and retirement-plan fiduciary services through an open-architecture platform.

Jared Davis is a financial advisor at Quotient Wealth Partners, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Goldman Sachs Personal Financial Management for seven years. Outside of his advisory role, he is a passive limited partner in commercial real estate investments through Richmond Product Partners LLC. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans with financial planning, consulting, and investment management. The firm employs diversified portfolios using low-cost ETFs, individual securities, and alternative investments, applying tax-aware strategies and utilizing multiple custodians and technology platforms to manage held-away accounts.

Marcus Walker is a financial advisor with Fifth Third Wealth Advisors LLC in Dallas, TX. He holds the CFP® and ChFC® designations and has 20 years of industry experience. His prior roles include positions at Truist and BB&T. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and access to separately managed accounts for a diverse client base, including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis using a combination of in-house and third-party strategies.

Ricardo Lima is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and UBS Financial Services. Outside of advising, he is a passive investor in a sushi restaurant and is involved in private investment vehicles alongside his advisory work. Concurrent Investment Advisors operates at enterprise scale with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in assets. The firm provides wealth management, financial planning, and retirement services, employing a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments.

Jacob Wilsie is a Series 66 licensed financial advisor at Arax Advisory Partners with three years of industry experience. His prior roles include positions at USCA Securities LLC, Oklahoma Central Credit Union, LPL Financial LLC, Bank of America, Merrill, and Fidelity Investments. He is based in Dallas, TX. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering financial planning, portfolio management, retirement plan consulting, and advisory services using a combination of internal management, third-party models, and tailored asset allocation.

Michael Mikeska is a CFP® professional with 35 years of experience in financial advising, currently with Concurrent Investment Advisors, LLC in Dallas, TX. His prior experience includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Clearing. He serves on the boards of several nonprofit organizations, including C.C. Young and the YMCA of Metro Dallas Foundation. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm employs a customized, long-term investment approach using ETFs, mutual funds, individual securities, and alternative investments, managing approximately $9.9 billion in client assets across discretionary and non-discretionary mandates.

Cailey Bracken is a financial advisor at Hilltop Securities Inc. with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including LPL, Charles Schwab, and United Capital. Hilltop Securities serves individual and institutional clients through advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan consulting, and annuity-based solutions. The firm is notable for combining custody, banking, and market-making capabilities, and it provides an open-architecture platform featuring third-party and firm-sponsored investment strategies.

Daniel Vandergriff is a financial advisor at Northwest Asset Management with 27 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Northwest Asset Management, he worked at CS Planning Corp., Noble Private Wealth, LLC, and Fidelity in various advisory roles dating back to 1998. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and institutional clients. The firm focuses on customized investment management using strategic asset allocation and Modern Portfolio Theory, and offers a range of financial planning, consulting, tax preparation, and back-office services.

Larry Jackson is a financial advisor with Quotient Wealth Partners, LLC, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at Mercer Allied Company, Cetera Advisor Networks, Goldman Sachs Personal Financial Management, and Girard Securities. Quotient Wealth Partners is a multi-advisor firm serving individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion for around 1,900 clients, offering tailored, diversified portfolios that incorporate ETFs, equities, fixed income, mutual funds, options, alternative investments, and third-party managers, supported by fundamental and cyclical analysis and tax-aware strategies.