Stephen Mendel is a financial advisor at Integrity Advisory Solutions with 11 years of industry experience. He holds a Series 65 designation and has worked at Vested Legacy Wealth Management, L.P. since 2014. Mendel is also the owner and managing partner of The Mendel Law Firm, L.P., which focuses on estate and trust planning, probate, and elder law. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, relying on third-party platforms and managers to provide customized investment strategies.

David Geschke is a financial advisor at Level Four Advisory Services with 35 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at The Mather Group, Lincoln Investment, Capital Analysts, Avantax Investment Services, and Hilltop Securities. 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 provides financial planning, portfolio management, retirement plan consulting, and access to third-party money managers through model portfolios and various wrap platforms.

John Bryan is a financial advisor at Level Four Advisory Services with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Level Four Advisory Services since 2021, also associated with Level Four Financial, LLC since 2010. Outside of his advisory work, he serves as president and team manager of the Evanston Adult Hockey Association, a sports club he started in 2023. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of direct management, affiliated sub-advisers, and third-party managers.

Charles Dix is a financial advisor at Arax Advisory Partners with 42 years of industry experience. His prior roles include positions at U.S. Capital Wealth Advisors and USCA Securities. Outside of advisory work, he is a majority owner of ActFit LLC, providing business advice for fitness and nutrition, and serves as a FINRA arbitrator. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors, overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, including the use of performance-based fee arrangements and carried-interest structures for qualified investors.

Alan Keppler is a financial advisor at Titleist Asset Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Titleist Asset Management, he worked at JP Morgan Securities, Merrill, and Bank of America. Keppler is also involved as a managing partner with Paragon Private Wealth Group, an investment advisory business operating under Titleist Asset Management. Titleist Asset Management is an SEC-registered multi-advisor firm serving individuals, trusts, estates, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a rules-based investing approach with client-specific asset allocation strategies overseen by an investment committee.

Sherrie Smith is a financial advisor at Eversource Wealth Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses with five years of industry experience. Her background includes roles at Eventide Asset Management, Northern Lights Distributors, and Foreside Fund Services. Outside of her advisory work, she has experience in nonprofit and university settings, including Park Cities Presbyterian Church and Southern Methodist University. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, charitable foundations, and institutional relationships. The firm offers wealth management, financial planning, consulting, and specialized services such as outsourced CIO solutions and sub‑advisory support for independent RIAs, integrating multiple investment programs and both firm-managed and third-party model portfolios.

Christina Broyles is a financial advisor at Capital Analysts with 11 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2015. Outside of her advisory role, she serves as an educational consultant and tutor for students with learning differences at Lakemere Learning. Capital Analysts serves individual and institutional clients, offering discretionary and non-discretionary portfolio management through a variety of programs and a proprietary fund screening process. The firm manages approximately $8.8 billion and operates with a network of several hundred advisors, maintaining affiliations with Lincoln Investment and Pershing/BNY.

Karen Lessard is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her career includes roles at Raymond James Financial Services, Concorde Investment Services, and Woodbury Financial Services. Level Four Advisory Services is an SEC-registered enterprise adviser managing over $5 billion across 115 advisors and serves a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, discretionary and non-discretionary asset management, and retirement plan advisory services, utilizing model portfolios developed internally or through sub-advisers.

Jennifer Lander is a financial advisor at Realta Investment Advisors, Inc. in Dallas, TX, with 12 years of industry experience. She holds a Series 66 designation and previously worked at Titan Securities for nine years. Outside of her advisory role, she operates under the DBA Lonestar Wealth Advisors and is licensed to sell fixed insurance products in Texas. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, pension and profit-sharing plans, and institutional clients. The firm focuses on individualized advice and employs a wide range of investment strategies, including asset allocation across various asset classes, with institutional resources and third-party manager programs.

Jonathan Yeakey is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding a Series 65 credential and one year of industry experience. Prior to joining Integrity Advisory Solutions in 2024, he worked as the sole proprietor of Jonathan Yeakey and has been involved with TNG Life LLC since 2018, where he holds a vice president role. 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 consulting, and sub-advisory services, employing a range of asset-allocation frameworks and leveraging third-party platforms to tailor investment solutions.

Jonathan Blumenthal is a financial advisor at Quotient Wealth Partners, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Goldman Sachs Personal Financial Management, Girard Securities, Mercer Allied Company, and Cetera Advisor Networks. Outside of his advisory role, he is co-owner of JBBR Ventures, a real estate organization based in Fort Worth, TX. Quotient Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and pension plans. The firm manages approximately $3.54 billion for about 1,900 clients through a team of 26 advisors, employing tailored, diversified portfolios that include ETFs, equities, fixed income, mutual funds, options, and alternative investments.

Julie Blalock is a financial advisor at Level Four Advisory Services with 34 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Level Four Advisory Services since 2021, having also worked at Level Four Financial, LLC since 2013. Outside of her advisory role, she owns and operates a wholesale business specializing in pimento cheese, coleslaw, and other salads. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and 13,865 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, using tailored portfolios managed internally or through affiliated and third-party sub-advisers.

Eric Schindler is a financial advisor at Momentum Independent Network Inc. with 14 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at LPL Financial for nine years. Momentum Independent Network Inc. serves individual, corporate, and institutional clients with investment advisory, portfolio management, financial planning, and brokerage services. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities through its affiliation with the Hilltop group.

Jana Waters is a Certified Financial Planner® with 26 years of experience at Prospera Financial Services, Inc., where she has worked since 2000. She holds a Series 63 license and is based in Southlake, Texas. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer 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 across roughly 140 offices, offering investment advisory and financial planning services via multiple platforms and customizable portfolio solutions.

Timothy Crain is a financial advisor at Archer Investment Corporation based in Longview, TX. He holds a Series 65 designation and has been involved with Bass Energy Services LLC since 2007. Outside of his advisory role, he provides CPA, tax, and accounting services through Succentrix Business Advisors. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies. The firm manages approximately $900 million using a process that includes comprehensive financial assessments and diversified portfolio construction across multiple asset classes.

Harvey Fladeland is a financial advisor at Arkadios Wealth Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Frost Brokerage Services, IFS Financial Services, Touchstone Securities, and AXA Distributors. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various internally managed accounts and third-party managers, combining fundamental, technical, and cyclical investment analysis.

Frank Maldonado is a financial advisor at Level Four Advisory Services with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms including Edward Jones, Lincoln Financial Advisors, and LPL Financial. Outside of his advisory role, Maldonado coaches youth basketball for a nonprofit organization. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm provides fee-only financial planning, asset management, and retirement plan advisory services, utilizing tailored strategies supported by an internal Investment Committee and affiliated sub-advisers.

Aaron Terry is a Series 66-registered financial advisor with Hilltop Securities Inc. in Dallas, TX. He has been with the firm since 2016 and has five years of industry experience. Hilltop Securities serves individual, high-net-worth, and institutional clients, including corporate and retirement-plan sponsors, offering investment advisory and broker-dealer services. The firm provides managed accounts, financial planning, and retirement-plan consulting through an open-architecture platform that integrates third-party technology and firm-sponsored strategies.

Thomas Faledas is a financial advisor at Hilltop Securities Inc. in Monterey, CA, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has been with Hilltop Securities since 2002. 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 variety of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform with multiple adviser-managed and model-based investment solutions.

Douglas Rand is a financial advisor with M Holdings Securities, Inc. He holds the Series 66 designation and has experience at firms including M Financial Group, TMRS, Bright Screen, and BNY Mellon. His background also includes service in the Army National Guard. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of independent Member Firms. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.