John Rivera is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked for J.P. Morgan Securities and JPMorgan Chase Bank, NA, each for 11 years, and managed The Finishing Touch Painting Co. for 20 years. Hilltop Securities Inc. serves individuals, corporations, nonprofits, and institutional clients by providing brokerage, advisory, and retirement-plan consulting services. The firm uses an open-architecture platform offering multiple managed account programs and distinctive capabilities such as municipal bond strategies co-advised by Franklin Templeton and custody services uncommon among enterprise advisers.

Daniel Peters is a financial advisor at LEE Financial Company, LLC in Dallas, Texas, with 21 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Lee Financial Corporation since 2009. LEE Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based approach using its WholeVision™ planning framework and also serves as general partner and investment manager for several affiliated private partnerships and pooled investment vehicles.

Alan Tipton Jr. is a financial advisor with Level Four Advisory Services, holding a Series 63 designation and bringing 33 years of industry experience. His career includes roles at LPL Financial and Level Four Financial, LLC. Outside of advising, he is a managing member of Tipton Restaurant, LLC, a food service business in Shreveport, LA. 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 with fee-only financial planning, asset management, and retirement plan advisory services, employing model portfolios and both affiliated and unaffiliated sub-advisers.

Emily Smeltz is a CFP® professional with six years of experience at Lee Financial Company, LLC, located in Dallas, TX. Prior to joining Lee Financial, she worked at The Michael's Organization and in the hospitality industry. Lee Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm operates a team-based model centered on its WholeVision™ planning framework and manages tailored portfolios that include a variety of investment types.

Kevin Adkins is a CFP® professional with 35 years of industry experience, currently serving as an advisor at Level Four Advisory Services since 2021. He has been involved with Level Four Financial, LLC since 2004. Outside of his advisory role, he maintains a non-investment entity related to personal health insurance management. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and approximately 13,865 client relationships. The firm serves a diverse client base, offering fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services through tailored strategies and a range of affiliated and unaffiliated sub-advisers.

James Mars is a CFP® with 39 years of industry experience, currently serving at Balefire, LLC. He has held positions at Purshe Kaplan Sterling Investments and LPL Financial LLC, and is the CEO of Fuse Partners, LLC dba VisionPoint Advisory Group. Outside of his advisory work, he is involved in the sale of fixed and traditional insurance products and manages a personal LLC for business-related expenses. Balefire, LLC serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities, providing discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment approach centered on an Investment Committee that develops model portfolios using a core-plus-tactical philosophy and licensed third-party research.

Colton Shields is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Geneos Wealth Management, Inc. and Professional Wealth Management Group, where he has worked since 2021. Colton also operates as an independent representative for various insurance carriers in fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, institutions, and high-net-worth clients with financial planning, portfolio management, and referrals to third-party money managers. The firm uses a combination of fundamental and technical strategies and offers customized accounts, model-based allocations, and advisor-managed platforms.

Sean Murphy is a financial advisor at Alexander Capital Wealth Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Maxim Group LLC and Newbridge Securities. Outside of his advisory work, he is involved with Team Enterprises, where he manages VIP customer relations for liquor brands at Dallas Mavericks and Dallas Stars games. Alexander Capital Wealth Management LLC provides investment advisory services to individual, high-net-worth, institutional clients, and issuers, combining proprietary technical analysis with fundamental review to manage portfolios using discretionary management, sub-advisers, and model portfolios. The firm also offers capital markets and M&A advisory work alongside wrap-fee programs and third-party money manager recommendations.

Robert Morales is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Hilltop Securities Inc. in Dallas, TX. His prior experience includes roles at Transamerica, USAA Investment Services Company, USAA Financial Planning Services, MissionSquare Retirement, and Strategic Wealth Management Inc. He is in the process of closing a non-investment-related business venture, DRAG Ventures. Hilltop Securities serves a diverse client base that includes individual, high-net-worth, and institutional clients, offering a range of advisory and brokerage services. The firm utilizes an open-architecture platform with third-party and proprietary strategies and combines custody, banking, and market-making capabilities.

Caleb Brian is a Certified Financial Planner® with eight years of industry experience. He has worked at True North Advisors, LLC since 2019 and previously spent six years at Tolleson Private Wealth Management. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions with comprehensive financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach with a focus on value-oriented strategies, complemented by passive indexed ETFs, separately managed accounts, and alternative or private investments.

Scott Coya is a financial advisor with Hilltop Securities Inc., holding a Series 66 designation and 22 years of industry experience. His prior firms include Barclays Capital Inc., The Prudential Insurance Company of America, and D.A. Davidson & Co. Hilltop Securities serves individual, high-net-worth, and institutional clients with investment advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions, combining custody, banking, and market-making capabilities on an open-architecture platform.

Chrystal Badillo is a financial advisor at Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 66 licenses with 36 years of industry experience. Her prior work includes roles at Westwood Management Corp. and Foreside Fund Services, LLC. She serves as a board member for Reading Partners North Texas, a nonprofit organization focused on improving children's reading skills. 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 offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers through a mix of model portfolios and wrap platforms.

Michele Bergeron is a CFP® certified financial advisor with 20 years of industry experience, currently with LEE Financial Company, LLC since 2020. Prior to joining Lee Financial, she held positions at Lake Point Wealth Management, JP Morgan Securities, and Ameriprise. Outside of her advisory work, she teaches spin cycling classes at LA Fitness. LEE Financial Company provides fee-only financial planning and discretionary and non-discretionary portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based model centered on its WholeVision™ planning framework and acts as investment adviser to private pooled investment vehicles and family office clients.

Juan Rosas is a financial advisor with Ally Invest Advisors, holding Series 66 and Series 63 licenses and seven years of industry experience. He has worked at Ally Invest Securities LLC and TD Ameritrade and is currently the owner of Rosas Construction, a construction and remodeling business. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm offers ETF-based robo portfolios and personal advice services based on model portfolios using Modern Portfolio Theory across five risk tiers.

Michael Elias is a financial advisor with Thurston Springer Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 16 years. Elias owns two businesses, including Elias Innovations, LLC, which produces drinkware for bottles. Thurston Springer Advisors serves individuals, high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering a range of financial planning, portfolio management, and fiduciary services. The firm employs a combination of charting, fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

Mark Jameson is a financial advisor at Hilltop Securities Inc. with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Hilltop Securities in multiple roles since 2016, also spending time at Robinhood Markets, Inc. and Robinhood Securities, LLC. Hilltop Securities serves a diverse client base, including individual, high-net-worth, and institutional clients, offering advisory and broker-dealer services through an open-architecture platform that incorporates third-party and firm-sponsored investment strategies. The firm combines custody, banking, and market-making capabilities, providing a range of specialized programs and services.

Brian Marlar is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Momentum Independent Network Inc. since 2008. He is based in Big Spring, TX. Outside of his advisory role, Marlar serves on the board of the Shane Kemper Foundation, which awards scholarships to local students pursuing medical careers, and is active with Gideons International as a camp treasurer and speaker. Momentum Independent Network serves a diverse client base including individuals, high-net-worth clients, charities, corporations, institutions, and banks. The firm offers advisory and brokerage services, utilizing third-party managers and Envestnet for investment models, trading, and rebalancing, with notable integration of Hilltop affiliates and specialized municipal bond strategies.

Cory Chmelka is a CFP® with 10 years of industry experience and is currently with United Capital Financial Advisors. He has held roles at Apexium Insurance Services, Apexium Financial, Soundwatch Capital, and Capstone Wealth Management. Outside his advisory work, he maintains ownership in Soundwatch Capital and holds insurance licenses for life, health, and annuity products. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a customizable investment platform and supports affiliated services such as legal, trust, lending, and technology solutions.

Travis Martin is a financial advisor with Geneos Wealth Management, Inc. in Addison, TX, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. He has worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co, and currently operates Weaver, Ware & Martin Wealth Management and Advisory Services as an independent representative for fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and referrals to third-party money managers through various traditional and wrap-fee programs. The firm employs a diverse range of investment strategies and offers customized or model-based account solutions, overseeing more than $5.5 billion in client assets.

Michael Curtis is a CFP® with seven years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2021. Before joining Brighton Jones, he worked four years at Tolleson Wealth Management. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, including a Personal CFO offering and comprehensive financial planning solutions. The firm employs a whole-balance-sheet approach and offers services ranging from discretionary portfolio management to family office administrative support, supported by an affiliated ecosystem that includes private investment funds and trust services.