Shai Spiegel Brown is a financial advisor at Quotient Wealth Partners, LLC with a Series 65 designation. Brown has experience at Genpro Inc and held various roles prior to entering the financial advisory field. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans, managing approximately $3.54 billion across 1,900 clients through a team of 26 advisors. The firm offers tailored, broadly diversified portfolios using a range of investment vehicles and employs fundamental and cyclical analysis combined with tax-aware strategies.

Walter Anthony Jr. is a financial advisor at Hilltop Securities Inc. in Plano, TX, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Hilltop Securities since 2008. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of investment programs and fiduciary services through an open-architecture platform with various adviser- and manager-based solutions.

Andrew Richardson is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Merrill, and TD Ameritrade. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios with mutual funds and ETFs, combining active and passive strategies, and offers integrated planning by coordinating wealth, tax, estate, and insurance professionals.

Bryan Bernard is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Prospera Financial Services since 2002. Bernard is also the owner of Silverthorn Investments, where he provides investment services to individuals, business owners, and corporations. Prospera Financial Services is a multi-team firm serving a diverse client base, including high-net-worth individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services via multiple platforms and customized portfolio management.

Alfred Holland is a CFP® and holds a Series 66 license with 26 years of industry experience. He has worked at Optimum Investment Advisors, LLC since 2014 and joined VestGen Advisors, LLC in 2025. Based in Chicago, IL, he is currently part of a multi-team advisory firm. VestGen Advisors, LLC manages approximately $3.47 billion for over 9,400 clients through a combination of discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm employs a diverse analytical approach and utilizes third-party managers and affiliate strategies to implement client portfolios.

Brittany Frazier is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, with 11 years of industry experience. She holds a Series 65 designation and has been with Cain, Watters & Associates since 2013. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension and profit-sharing plan trustees and sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and donor-advised fund services through Schwab Charitable, utilizing multiple investment programs and a combination of discretionary and non-discretionary management.

Marcus Moore is a CFP® professional with 39 years of industry experience, currently serving as an advisor at Good Life Advisors, LLC since 2021. He has previously worked at LPL Financial and Level Four Advisory Services. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach and multiple analysis methods to offer tailored advice and access to a range of programmatic solutions, educational seminars, and ongoing planning services.

Grant Podsednik is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and 23 years of industry experience. His career includes roles at Cetera Wealth Services, Roadmap Wealth Management, Avantax, and LPL Financial. Podsednik was also involved with Compost Carpool, LLC, a non-investment business venture. 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 and multiple custodians and sub-advisors, including affiliated entities, to provide diverse investment solutions.

Amber Andregg is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 15 years of industry experience. Her career includes roles at Cetera Advisor Networks LLC, Girard Securities, Inc., and United Capital Financial Advisers, LLC. She is also the managing partner and wealth adviser at Symphony Wealth Group, where she leads the office team and advises clients on financial planning and investments. Kestra Private Wealth Services manages approximately $10.2 billion in assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning services, supporting advisors with multiple platforms and access to both in-house and third-party solutions.

Joseph Goh is a ChFC® credentialed financial advisor with seven years of industry experience. He is currently with Financial & Tax Architects, LLC and previously worked at LPL Enterprise, Prudential Insurance Company of America, and Ameriprise Financial Services Inc. Outside of financial advising, he is a licensed Texas realtor involved with Kingdom Estate Realty, a mortgage and real estate services business. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Nicholas Polyak Jr. is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. He has been with BOK Financial Securities and its affiliated entities since 2007. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by its affiliate, Strategic Investment Advisors.

Emmanuel Leak is a financial advisor at International Assets Investment Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with International Assets Advisory, LLC since 2016. Leak is also the president and sole owner of ECL Private Wealth Management, LLC, a securities business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, along with access to third-party money managers and financial planning services.

Thomas Neuner is a financial advisor at Level Four Advisory Services with 35 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms including Royal Alliance Associates and Cabot Lodge Securities. Neuner is also licensed to draft estate documents and is involved in organizing a charitable golf outing in St. Louis. Level Four Advisory Services manages approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and fiduciary services, employing model portfolios and multiple custodial platforms.

Brian Tillotson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Good Life Advisors, LLC since 2021 and has been associated with LPL Financial since 2014, including a prior role at Level Four Advisory Services. He is also the owner of Virtus Tax Strategies, LLC, a tax preparation and accounting business. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight through a mixture of in-house strategies and third-party platforms.

Giovanni Malatesta is a financial advisor at Secure Asset Management, L.L.C. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Investment Services, Wells Fargo Clearing, and BBVA-affiliated entities. Secure Asset Management primarily serves individual clients across various wealth levels, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a disciplined investment approach combining fundamental, technical, and cyclical analysis and frequently utilizes third-party money managers and held-away account management.

Dmitry Shteynsapir is a financial advisor with Coppell Advisory Solutions LLC in Dallas, TX. He holds a Series 65 designation and has been active in business consulting and commercial lending through his role at Dimfina LLC since 2017. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses a combination of internally developed and independent asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

Thomas Healy is a financial advisor with Retirement Planners of America in Plano, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at NYLIFE Securities LLC and has held positions in custom woodwork and renovation businesses. Healy is also an independent insurance agent. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plan sponsors, and institutions. The firm employs an “Invest and Protect” strategy combining model portfolios with tactical adjustments based on market indicators, maintaining a defensive stance to preserve capital.

Caeden Byrd is a financial advisor at Cain, Watters & Associates, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments, Prudential Insurance Company of America, and other firms. His background includes roles outside finance, such as positions at Uber, DoorDash, and InstaCart. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension or profit-sharing plan sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and delivers donor-advised fund services through Schwab Charitable.

David Byrnes is a financial advisor at Level Four Advisory Services with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Level Four Financial and LPL Financial. Outside of his advisory role, he serves as treasurer for the nonprofit Texoma Youth Camp, managing its financials and compliance. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors. The firm serves a diverse client base, offering fee-only financial planning, asset management, and retirement plan advisory services with a focus on tailored solutions using model portfolios and affiliated or third-party sub-advisers.

Charles Hunter III is a financial advisor at Level Four Advisory Services with 43 years of industry experience. He previously worked for Mid-Atlantic Securities, Inc. for 31 years before joining Level Four in 2022. Outside of his advisory role, he serves as a board member of FV Cemetery Co., Inc. and is a member of the City of Roanoke Advisory Board on investment policy. Level Four Advisory Services is an SEC-registered enterprise 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, typically implementing client mandates through model portfolios and a variety of wrap platforms and sub-advisors.