Kellie Crewse is a financial advisor with True North Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining True North Advisors in 2019, she worked at J.P. Morgan Securities for 11 years. Outside of her advisory role, she is employed at Crewse Law Firm, where she works in commercial litigation representation on a limited basis. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and institutions with financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach focused on value-oriented strategies while incorporating passive indexed ETFs, separately managed accounts, and alternative or private investments as appropriate.

Fletcher Hopper is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 66 and Series 63 licenses with one year of industry experience. He previously worked at Charles Schwab and has professional experience in construction and education. Hilltop Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering investment advisory and broker-dealer services on an open-architecture platform with a range of managed account programs and specialized municipal bond strategies.

Andrew Bernard is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Mississippi Federal Credit Union and Gainwell Technologies. Hilltop Securities serves a diverse client base including individual, high-net-worth, and institutional clients, offering a range of advisory and brokerage services with a focus on managed accounts, retirement-plan consulting, and municipal bond strategies. The firm utilizes an open-architecture platform combining third-party technology and proprietary investment products, alongside custody, banking, and market-making capabilities.

James Mathis is a financial advisor with Integrated Advisors Network LLC in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has held roles at Calton & Associates, Inc., First Financial Equity Corp., and Echelon Investment Management. Outside of his advisory work, Mathis serves as an outside consultant for VISAQ / Coleman Research, providing expertise to clients on an as-needed basis. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and related consulting, utilizing a combination of fundamental and quantitative analysis along with access to third-party managers and private funds.

David Lynn is a financial advisor with Prospera Financial Services, Inc. in La Jolla, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2010 to 2019 before joining Prospera in 2019. Prospera Financial Services, Inc. is an enterprise-scale 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 investment advisory and financial planning services via multiple platforms and customizable portfolio strategies.

Sandra Sutter is a financial advisor with BCG Securities, Inc., holding Series 63 and Series 65 licenses and with 24 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, JP Morgan Chase Bank, N.A., and LPL Financial. Sandra is currently based in Garland, TX. BCG Securities serves institutional retirement plans and individual clients with accounts above $25,000, offering portfolio management, financial planning, and pension consulting services. The firm emphasizes tailored investment policy statements and predominantly non-discretionary advice, utilizing independent third-party managers and a range of analytical approaches.

Cynthia Manning Brown is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Level Four Advisory Services since 2012 and previously worked at LPL Financial. In addition to her advisory role, she is president of Manning & Associates, a firm specializing in accounting and tax preparation. 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, third-party manager referrals, and retirement plan advisory services, with investment strategies tailored to individual client needs.

Steven Devlin is a financial advisor with Level Four Advisory Services and holds the Series 63 and Series 65 designations. He has 28 years of industry experience, including prior roles at Good Life Advisors, LLC and LPL Financial, LLC. He is also involved with Devlin Financial Consulting, LLC, a business related to his advisory services. Level Four Advisory Services is an SEC-registered adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and unaffiliated sub-advisors within a corporate structure affiliated with a broker-dealer and a national trust/banking entity.

Connor Hustava is a CFA® charterholder with 15 years of industry experience. He has been with Stephens since 2016, including its predecessor entities, and is based in Dallas, TX. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight, combining broker-dealer and investment banking activities alongside advisory services.

Lana Calton is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 29 years of industry experience. She has been with Hilltop Securities since 2005. Calton serves as Vice-Chair of the Board of Trustees for the Securities Industry Institute and holds board positions with SIFMA SII and the Clearing Firm Committee. Hilltop Securities provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutions. The firm offers a range of portfolio management programs and distinguishes itself with custody capabilities and co-advised municipal bond strategies.

Tara Davis 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 worked previously at TIAA-CREF and First Command Advisory Services. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm provides a broad mix of advisory and brokerage services, combining portfolio management by financial professionals with third-party sub-advisors and utilizing various wrap programs and platform providers.

Bryan Huhn is a CFP® certificant with 19 years of industry experience, currently serving as a financial advisor at Sowell Management since 2025. His prior roles include positions at Reflective Wealth Planning, LLC—of which he is also the owner and financial advisor—Boston University, Fisher Investments, and Hennion & Walsh. Bryan operates out of Dallas, TX. Sowell Management is a multi-branch independent-contractor registered investment adviser supporting over 100 advisors. The firm provides investment management and financial planning services to individuals, retirement plans, corporations, and institutions, utilizing diverse investment styles and third-party sub-advisors through multiple platforms.

Wilbur Hemby Jr. is a CFP® with 30 years of industry experience, currently serving at Level Four Advisory Services. His prior experience includes roles at Level Four Financial, LLC and LPL Financial, LLC. He is also a member of the Rotary Club of Kinston and serves on the Management Advisory Committee for the College of Business at East Carolina University. Additionally, he is an author and provides financial services practice management consulting and lectures. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, emphasizing tailored solutions supported by internal and affiliated sub-advisers.

Jacob Morton Jr. is a financial advisor at Stephens in Dallas, TX, holding the Series 66 designation with one year of industry experience. Prior to joining Stephens, he had roles at Clover Partners, Valley Bank, and several other organizations, including Texas Christian University and Fairfield College Preparatory School. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs and committee-based oversight, combining broker-dealer and investment banking activities alongside advisory services.

Sarah Henze is a CFP® professional with 16 years of experience in financial advising. She has been with Lee Financial Company, LLC since 2010. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, as well as trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm uses a team-based model with an Investment Committee overseeing asset allocation and manager selection, and employs a WholeVision™ planning framework to integrate various aspects of client needs.

Paul Kraft is a financial advisor at Integrity Advisory Solutions with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has a long career including ownership and leadership roles at Frank & Kraft Wealth Coaching, Inc. and Frank & Kraft, PC. Kraft serves on several nonprofit boards, including the Jewish Federation of Greater Indianapolis, Hooverwood Living, and The Children's Theraplay Foundation. 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, utilizing third-party platforms and model portfolios to meet client needs.

John Cervantes is a financial advisor with Prospera Financial Services, Inc. in Matthews, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Prospera since 2013. He serves on the board of the Pine Lake Country Club in Mint Hill, NC. Prospera Financial Services is an enterprise-scale adviser and broker-dealer managing approximately $12.4 billion through about 207 advisors across 140 offices. The firm serves a diverse client base, including individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

Jodi Lutz is a financial advisor at Wedbush Securities Inc. with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wedbush Securities since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she owns and oversees operations for Pine Dunes Lodge, a lodging facility for golfers in Frankston, TX, and is involved with a golf course business, Pine Dunes Resorts & Golf Club. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, and capital markets, operating multiple managed account and wrap fee programs alongside commission-based brokerage arrangements.

Marco Rodriguez is a CFA® charterholder with 27 years of industry experience. He is currently an advisor at Lee Financial Company, LLC, where he has worked since 2022. Prior to that, he was with Stonegate Capital Markets, Inc. for seven years and has also been self-employed since 2006. Outside of his advisory role, Marco serves as president of Marco Associates, an investment-related business specializing in financial modeling, valuation, and investment analysis. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, as well as trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm employs a team-based model with an Investment Committee and offers a WholeVision™ planning framework to integrate various client needs, utilizing both liquid and private investment vehicles.

Austin Cannon is a financial advisor with M Holdings Securities, Inc. He holds Series 65 and Series 63 licenses and has six years of industry experience. His prior work includes roles at NYLife Securities LLC and JPMorgan Securities LLC. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent member firms and financial professionals. The firm offers a broad range of advisory and brokerage services, including discretionary investment management, financial planning, and retirement plan consulting.