Charles Rey is a financial advisor with Level Four Advisory Services who holds a Series 66 credential and has three years of industry experience. His prior work includes roles at Morgan Stanley and Corient. Outside of finance, he has been involved in music as a performer and currently serves as a church worship 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 range of affiliated and third-party management options.

Joseph Morrison is a CFP® professional with three years of industry experience. He currently works at True North Advisors, LLC and previously held roles at Fisher Investments and Texas Christian University. His background also includes a three-year period with the Chicago Cubs. 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, as well as institutional clients, offering comprehensive financial planning, portfolio management, and advisory services with a focus on value-oriented strategies and broad diversification across multiple asset classes.

Luke Ray is a CFP® certificant with two years of industry experience. He has worked at Brighton Jones LLC since 2026 and previously held roles at Hightower Advisors LLC and Gaschen Berlingeri & Associates. Outside of financial advising, he was employed by Bahama Bucks Franchise Corporation for two years prior to his advisory career. Brighton Jones LLC offers wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and provides discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support.

Nathan Mateer is a CFP®-certified financial advisor with six years of industry experience. He is currently with Advisor Resource Council and has previously worked at Generations Financial Management. Outside of advisory work, he is also a licensed life insurance agent for non-variable products. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with traditional fundamental analysis to offer a range of investment strategies and customized solutions through a network of investment adviser representatives.

Matthew Den Bleyker is a Series 65-licensed financial advisor with five years of industry experience. He currently works at Lee Financial Company, LLC and has previously been employed at Commerce Street Investment Management, Guidestone, Fund Evaluation Group, and Larry Thompson & Associates. 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 model using its WholeVision™ planning framework and manages customized portfolios that may include a variety of investment types, while also serving as adviser to private pooled investment vehicles and affiliated private partnerships.

James Mueller is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 designations and five years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Fidelity Investments. Mueller is involved with PSE Wealth Management, where he provides financial planning and investment-related services. Prospera Financial Services, Inc. is a multi-team 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 various advisory programs and platforms.

Kevin Marsh is a financial advisor with Calton & Associates, Inc. in Coppell, Texas, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Calton & Associates since 2013 and is also a partner at Bear Marsh, LLC, a holding company focused on purchasing financial institutions. Calton & Associates is a registered investment adviser, broker‑dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management, financial planning, and access to third-party money managers, employing a mix of analytical approaches and a variety of investment strategies.

Daniel Anderson is a financial advisor at Mutual of Omaha Investor Services, Inc. with 10 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes roles at Mutual of Omaha Advisors, Anderson Family Wealth Management LLC, and Mutual of Omaha Insurance Company. Additionally, he has worked with the Texas Scottish Rite Hospital for Children and is also licensed as an insurance agent specializing in life, health, annuities, major medical, and property and casualty insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account programs. The firm operates through platform relationships with Envestnet and maintains a multidisciplinary structure alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Christopher Cervantes is a financial advisor at Hilltop Securities Inc. in Dallas, TX, with 14 years of industry experience. He holds a Series 66 designation and has been with Hilltop Securities since 2005. Outside of his advisory role, he is the sole owner of TOVA Investment LLC, an entity created to hold real estate rental property. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan consulting, and a range of brokerage and custody functions. The firm provides an open-architecture platform that includes third-party and firm-sponsored strategies, along with custody, banking, and market-making capabilities.

David Neubrander is a financial advisor at Level Four Advisory Services with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Level Four Advisory Services since 2021, having also worked at Level Four Financial, LLC since 2007. Outside of his advisory role, he owns Neubrander Financial Services, an insurance sales business. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across diverse client types, including 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 direct management and sub-advisers.

Richard Harrington is a CFP® with 25 years of industry experience. He is currently a financial advisor at Level Four Advisory Services and has held prior roles at Mid-Atlantic Securities, Inc. and Raymond James Financial Services, Inc. He serves as a board member for the UVA Community Health Unified Community Board, a nonprofit hospital system. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and introduces clients to third-party money managers and wrap-fee programs.

Jamie Scott is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has worked at True North Advisors, LLC since 2019 and previously spent three years with Moss Adams Wealth Advisors LLC. Based in Dallas, TX, he currently serves as part of a multi-team practice. 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, institutional clients, and other business entities, offering comprehensive financial planning and portfolio management with a value-oriented, diversified investment approach across multiple asset classes.

Robert Wright III is a financial advisor at Belpointe Asset Management LLC based in Dallas, TX. He holds a Series 65 credential and has one year of industry experience. His prior work includes positions at Opus Wealth Management and Elligo Health Research. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios and co-advisory relationships, along with various proprietary and affiliate fund options.

David Pabin is a financial advisor at Alera Investment Advisors, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services for 20 years. He is also involved with Alera Group Insurance in a capacity related to annuities and life or health insurance sales. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm employs a primarily long-term, fundamental-analysis-driven investment approach and integrates insurance and pension consulting platforms alongside its advisory services.

Brannon Johnson is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining Hilltop Securities in 2023, he worked at Fidelity Investments and held roles outside the financial sector, including positions at Oxbow Calcining, Mellow Mushroom, Amelia Farm and Market, Onion Creek Club, and Aramark. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering investment advisory and broker-dealer services on an open-architecture platform. The firm combines custody, banking, and market-making functions and provides access to third-party and proprietary investment strategies.

Trevor Dunfee is a CFP® professional with experience at True North Advisors, LLC and Texas A&M-College Station. He has been with True North Advisors since 2023. 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 focused on value-oriented strategies, supplemented by passive indexed ETFs, separately managed accounts, and alternative or private investments.

Adam Waszkowski is a CFA® charterholder with 16 years of industry experience, currently advising at Integrity Advisory Solutions in Dallas, TX. He previously worked at Namcoa for 13 years, Morgan Stanley for 2 years, and Citigroup Global Markets for 1 year. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing a range of investment approaches including strategic and tactical asset allocation, model portfolios, and discretionary management.

Daniel Kleiner is a financial advisor with Ally Invest Advisors, holding Series 66 and Series 63 licenses and five years of industry experience. He has worked in various roles within Ally Invest Advisors and Ally Invest Securities since 2021, with prior experience at Corelogic, Randstad LLC, and Xome. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction. The firm offers ETF-based Robo Portfolios, automated investing options, and financial advisor-delivered personal advice, utilizing model portfolios built on Modern Portfolio Theory across multiple risk tiers.

Jeremy Day is a Series 66-licensed financial advisor with 13 years of experience at Prospera Financial Services, Inc. based in Dallas, TX. He has been with Prospera since 2013. Prospera Financial Services, Inc. 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 other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Stephen Wingard is a financial advisor with Csenge Advisory Group, LLC and holds a Series 63 designation. He has 29 years of industry experience, including roles at Madison Avenue Securities, Lion Street Financial, and IPS RIA LLC. Wingard is also a partner at The Wingard Group, which operates under the name Wayfinder Wealth. Csenge Advisory Group serves charitable organizations, corporations, and individual clients, including high-net-worth families, providing asset management, financial planning, and retirement plan consulting. The firm uses a systematic investment process combining fundamental and technical analysis with a relative-strength methodology to construct diversified portfolios primarily composed of mutual funds and ETFs.