John Bell is a CFP® and Series 66 licensed financial advisor with nine years of industry experience. He currently works at Balefire, LLC and has held previous roles at Thryve Wealth Management, Strive Asset Management, Quasar Distributors, J.P. Morgan Securities, Signator Investors, and Michigan Financial Companies. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach, combining third-party models and a variety of investment vehicles across a multi-advisor platform managing approximately $2 billion in assets.

Brian Lane is a CFP® with 10 years of experience in the financial advisory industry. He currently works at The Mather Group, LLC and previously held roles at Morgan Stanley and JP Morgan. Outside of his advisory work, he is engaged as a contractor for Uber in the automotive and transportation sector. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with customizable strategies and incorporates AI tools for market data and client communications while maintaining human oversight.

Robert Albritton Jr. is a financial advisor at Prospera Financial Services, Inc. with 39 years of industry experience. He has been with Prospera since 2000. Outside of his advisory role, he serves as a trustee and executor for several marital estates and trusts, dedicating a portion of his time to overseeing these non-investment related responsibilities. 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 business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Robert Bourland is a financial advisor with Arax Advisory Partners in Dallas, TX, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at U.S. Capital Wealth Advisors, USCA Securities, Wells Fargo Clearing, Hilltop Securities, and Stifel. Arax Advisory Partners offers wealth management and advisory services to a diverse client base, including individuals, family offices, institutions, and businesses. The firm employs a fiduciary, asset-based approach using both in-house and external managers with a range of traditional and alternative investments.

Karee Sampson is a financial advisor at Arax Advisory Partners with 42 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at firms including Morgan Stanley, Wells Fargo Clearing, and U.S. Capital Wealth Advisors. He serves on the Presidential Advisory Board of UT Southwestern Medical Center in Dallas. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, employing a mix of in-house and external portfolio management strategies with both traditional and alternative investments.

Reid Rottino is a financial advisor at ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation with five years of industry experience. His prior work includes roles at ISC Group, Inc., The Trails Golf Club, and Tyler Technologies. ISC Advisors serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, foundations, and other U.S. and international institutions. The firm manages approximately $1.6 billion in assets across discretionary and non-discretionary portfolios and offers financial planning, pension consulting, and a range of advisory options including managed-account programs and third-party sub-advisors.

Robert Fraim is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously spent 31 years at Mid-Atlantic Securities, Inc. In addition to his advisory role, Fraim works as an independent life insurance agent on a limited basis. 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 provides financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and third-party sub-advisors.

James Conway is a financial advisor at Wedbush Securities Inc. in Dallas, TX, holding a Series 66 credential with nine years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., LLC, BNY Mellon Securities Corp, BNY Mellon, and Edward Jones. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of wealth management, fixed income, commodities, and capital markets solutions. The firm delivers tailored portfolio management strategies and supports SMA, MMA, UMA, and IMA offerings along with institutional research and trade execution services.

Donald Peterson is a financial advisor at Balefire, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Integrity Alliance, Lion Street Financial, Purshe Kaplan Sterling Investments, Fuse Partners, and LPL Financial. Peterson is also involved in providing fixed insurance and non-securities insurance planning for private wealth clients. Balefire serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, trusts, and business entities, offering discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm uses a team-based investment process with an Investment Committee that develops model portfolios following a core-plus-tactical philosophy, employing third-party research and sub-advisors to implement strategies across various asset classes.

Keith Hilliard is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at SWS Financial Services since 2012. Outside of his advisory role, Hilliard volunteers with the Tyler Chamber of Commerce Veterans Committee and serves as Treasurer for the Sharon Shriners nonprofit organization. He is also President of the East Texas Piney Woods Chapter of the National Association of Insurance and Financial Advisors. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients, offering investment advisory programs, managed accounts, financial planning, and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet for model delivery and trading, and integrates with Hilltop affiliates for municipal bond strategies and cash management features.

Andrew Frank is a financial advisor at Level Four Advisory Services with 19 years of industry experience. He previously worked for Thrivent Financial for Lutherans and Thrivent Investment Management for 16 years. Outside of his advisory role, he is a property owner involved in managing commercial and farm land holdings. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm utilizes model portfolios and a range of wrap platforms and unaffiliated sub-advisors to deliver financial planning, asset management, and fiduciary services.

Michael Forster is a financial advisor at Hilltop Securities Inc. in Dallas, TX, with 16 years of industry experience. He holds Series 63 and 66 licenses and previously worked at Raymond James Financial, Securities America Advisors, and LPL Financial. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and specialized municipal bond strategies. The firm combines custody, banking, and market-making capabilities within an open-architecture platform.

Anna Hamilton is a Certified Financial Planner (CFP®) with two years of industry experience. She currently works at True North Advisors, LLC in Dallas, TX. Her prior roles include positions at UMB Bank and the University of Kansas. 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, corporate pension and profit-sharing plans, trusts, estates, foundations, and other business entities with comprehensive financial planning, portfolio management, and wealth advisory services. Their investment approach emphasizes fundamental, bottom-up analysis with a value-oriented bias and broad diversification across equities, fixed income, diversifiers, and private investments.

Joy Kirsch is a financial advisor with Merit Financial Advisors in Southlake, TX, holding a Series 63 license and over 40 years of industry experience. Her prior experience includes roles at LPL Financial, Mass Mutual Investors Services, and Purshe Kaplan Sterling Investments. Outside of her advisory work, she is a limited partner in a business entity that owns a cell phone tower. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified investment approach managed through centralized model portfolios, supported by both discretionary and non-discretionary account services.

Steven Watkins is a CFP® with 29 years of industry experience, currently with Coppell Advisory Solutions LLC since 2025. He previously worked at Merrill from 2020 to 2025 and spent 18 years at H.D. Vest Investment Services and H.D. Vest Advisory Services. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm uses an open-architecture platform with internally and externally developed asset allocation models, employing both fundamental and technical analysis across a broad range of investment vehicles.

Clive Blowers is a CFP® with 33 years of industry experience, currently with ISC Advisors, Inc. in Dallas, TX. His prior roles include positions at Wells Fargo Clearing and Chase Investment Services Corp. He also owns Weybridge Wealth Management LLC. ISC Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering portfolio management, financial planning, and pension consulting, with investment decisions guided by an internal committee and a variety of advisory programs.

Kevin Wilson is a financial advisor at Quotient Wealth Partners, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Goldman Sachs Personal Financial Management and ID Solutions. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans across a broad wealth spectrum. The firm offers customized financial planning and investment management using diversified, factor-tilted allocations primarily implemented through ETFs, mutual funds, individual securities, and third-party managers.

James Ruberto is a financial advisor at Hilltop Securities Inc. based in Dallas, TX, holding Series 63 and Series 66 licenses with 26 years of industry experience. He previously worked at Robert W. Baird for 13 years before joining Hilltop Securities in 2024. Hilltop Securities Inc. provides brokerage, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm offers a range of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform with approximately $2.25 billion in assets under management.

Gary Schmidt is a financial advisor with Level Four Advisory Services in Minnetonka, MN. He holds a Series 66 designation and has 19 years of industry experience. Prior to his current role, he worked at LPL Financial from 2014 to 2021. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and a diverse client base, including individuals, retirement plans, corporations, and nonprofit organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, with an investment approach that utilizes model portfolios and a combination of internal and third-party management.

Mitchell Zaelit is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc. and TD Ameritrade. He also serves as a digital product director focused on wealth management and robo-advice products. Ally Invest Advisors serves a broad retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated and advisor-led services. The firm employs ETF-based portfolios aligned with Modern Portfolio Theory and delivers investment management at scale through digital and automated processes.