Kenneth Shade is a financial advisor with Sunbelt Securities, Inc. and holds a Series 66 designation. He has 26 years of industry experience and has held roles at several firms, including Reef Securities and Chapwood Securities Inc. Shade’s background includes compliance and principal responsibilities at BV Securities LLC. Sunbelt Securities serves a diverse client base, including individual investors, charitable organizations, and corporate clients. The firm manages approximately $2.0 billion across several thousand accounts, offering portfolio management, financial planning, and access to third-party money managers primarily through discretionary wrap programs.

Benjamin Poe is a financial advisor at McAdam LLC in Dallas, TX, with five years of industry experience. He holds a Series 65 credential and has previously worked at Dauby O'Connor & Zaleski LLC and Walt Disney World. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis, employing fundamental analysis and offering specialized investment options such as direct indexing, private funds, and cryptocurrency exposures.

Belle Harris is a financial advisor at M Holdings Securities, Inc. with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and TD Ameritrade. M Holdings Securities, Inc. serves a wide range of clients, including high-net-worth individuals, retirement plans, and charitable organizations, through a nationwide network of independent firms. The firm offers advisory and brokerage services such as discretionary investment management, retirement plan consulting, and financial planning, supported by ongoing monitoring and use of third-party sub-advisors and platform providers.

Jerome Caulk is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior roles include positions at Ameriprise and Ameriprise Financial Services, Inc. He is also the owner of Tutelas Financial, an investment-related business. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

Leslie Benge is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 credentials and 23 years of industry experience. She has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) and LPL Financial since 2016. In addition to her advisory work, she is involved in real estate brokerage through Homes In Sync Realty Services. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and businesses, offering asset management, financial planning, and retirement plan consulting. The firm employs a combination of artificial intelligence tools and fundamental analysis in its investment strategies, providing a range of model portfolios and separately managed accounts tailored to different client needs.

Marc Whitehead is a financial advisor at Level Four Advisory Services with 25 years of industry experience. He holds the Series 63 and Series 65 designations. In addition to his advisory work, Whitehead serves on the advisory board of the Dauphin Island Sea Lab Foundation, a nonprofit organization supporting marine research. Level Four Advisory Services is an enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a diverse client base, offering fee-only financial planning, asset management, and retirement plan advisory services through tailored strategies and a combination of internal and third-party portfolio management.

Jonathan Mcclellan is a financial advisor at Hilltop Securities Inc. in Dallas, TX, with 11 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering managed accounts, financial planning, and advisory services on an open-architecture platform with both firm-sponsored and third-party strategies. The firm combines custody, banking, and market-making capabilities and operates as a full-service broker-dealer and registered adviser.

Lucas Baker is a financial advisor with Quotient Wealth Partners, LLC in Dallas, TX, holding a Series 65 designation and four years of industry experience. He previously worked at Goldman Sachs Personal Financial Management for two years and has experience in academic roles at Southeastern University and Parkland College. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans with financial planning, consulting, and both discretionary and non-discretionary investment management. The firm employs diversified portfolios including low-cost ETFs, individual securities, mutual funds, options, and alternative investments, utilizing model portfolios and tax-aware overlays to manage client accounts.

Kevin Carswell is a financial advisor with Advisor Resource Council in Tyler, TX, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2015 and has been affiliated with LPL Financial since 2008. Outside of advisory services, he is involved in providing disability and indexed universal life insurance. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, retirement plan consulting, and referrals to third-party money managers and LPL advisory programs. The firm uses actively managed strategies that combine artificial intelligence tools with fundamental analysis across a variety of portfolio types, including equities, fixed income, alternatives, and options-based techniques.

Ethan Shaff is a financial advisor at Level Four Advisory Services with three years of industry experience. He holds a Series 65 credential and has previously worked at Texas Capital Bank Private Wealth Advisors and The Cabana Group. Shaff maintains a life insurance license, though he is not currently active in selling insurance. 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 access to third-party money managers through model portfolios and various wrap platforms.

Mark Callahan is a financial advisor at Aptus Capital Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Aptus since 2019. His prior experience includes working at Esposito Securities, LLC from 2016 to 2018. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and provides services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses primarily ETF-based strategies combining technical and fundamental analysis, manages portfolios on a discretionary, model-driven basis, and offers a variety of advisory and investment services including portfolio management, financial planning, and options overlay solutions.

Stephen Crossman is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Hilltop Securities since 2016. 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 investment solutions through an open-architecture platform that includes adviser-managed and model-based programs, along with specialized municipal bond strategies and custody capabilities uncommon among enterprise advisers.

Ronald Stolman Jr. is a financial advisor with Advisor Resource Council, holding a Series 65 designation and six years of industry experience. He is also the owner of Stolman & Associates, LLC, a bookkeeping and tax business he has operated since 2006. Based in Dallas, TX, he has been with Advisor Resource Council since 2020. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, and retirement plan consulting. The firm utilizes a combination of AI-driven model portfolios and traditional fundamental analysis, offering tiered investment strategies tailored to different account sizes and high-wealth bespoke options.

Rhys Cooper is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He is currently with Integrity Advisory Solutions and has previously worked at Jarvis Financial Services, Inc., Shilanski & Associates, Inc., Financial Insights Wealth Management, and UBS. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of around 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a variety of asset-allocation strategies and third-party platforms.

Douglas Mclemore is a financial advisor with Advisor Resource Council, holding Series 63 and Series 66 licenses and over 23 years of industry experience. He has been with Advisor Resource Council (formerly 360 WEALTH MANAGEMENT) since 2012 and has also worked with LPL Financial since 2005. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, retirement plan consulting, and access to third-party money managers and LPL advisory programs. The firm uses actively managed strategies incorporating artificial intelligence tools alongside fundamental analysis and offers both discretionary and nondiscretionary portfolio management.

Christopher Habedank is a financial advisor at Integrity Advisory Solutions with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Namcoa, Infinite Wealth Advisors, LLC, and T. Rowe Price. Integrity Advisory Solutions serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and other business clients through a network of independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a variety of investment strategies and third-party platforms.

Wesley Darilek is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. He worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2011 to 2019 before joining Hilltop Securities in 2019. Outside of his advisory role, he is a landlord with a rental property he co-owns with his spouse. Hilltop Securities Inc. provides brokerage, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs through an open-architecture platform and features unique municipal bond strategies co-advised by Franklin Templeton Group and sub-advised by Western Asset Management.

Marcus Egiebor is a financial advisor at Integrity Advisory Solutions with credentials including Series 63 and Series 65 and four years of industry experience. He has held roles at firms including Pfs Investments Inc and Primerica Financial Services. In addition to his advisory work, he manages an insurance sales team through Insurance Access and is involved in estate planning and wealth management at Trust Access Firm, LLC. 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, utilizing various asset-allocation frameworks and third-party platforms to construct tailored investment portfolios.

Christopher Baker is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Avantax Planning Partners, Inc. in Dallas, TX. His prior work includes roles at LPL Financial, Northwestern Mutual Investment Services, and Cetera Wealth Services. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered Advisor Representatives and manages assets using firm-designed style allocation models with an emphasis on tax-intelligent strategies.

Stephen Jones is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Hilltop Securities in various capacities since 2000. Hilltop Securities serves individual, high-net-worth, and institutional clients through both investment advisory and broker-dealer services. The firm offers a range of solutions including managed accounts, financial planning, retirement-plan advisory, and brokers execution and custody functions, utilizing an open-architecture platform with both third-party and firm-sponsored strategies.