Patrick Freeland is a CFA® charterholder with 16 years of industry experience. He currently works at Hilltop Securities Inc. and has previously been employed at Charles Schwab, TD Ameritrade, Salem Managed Services, and Envestnet Asset Management. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering a range of advisory and brokerage services through an open-architecture platform featuring third-party and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities and provides municipal bond strategies alongside specialty programs.

Michael Bless is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Prospera Financial Services, Inc. He has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Outside of his advisory role, he owns and operates Vintage Arabians, an Arabian horse farm. Prospera Financial Services is a multi-team 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.

Kelly Kunst is a CFP®-certified financial advisor with 16 years of industry experience, currently serving at BFC Planning, Inc. since 2015. Prior to and alongside this role, Kunst has been associated with Berthel Fisher & Company Financial Services, Inc. Outside of advisory work, Kunst is a member of the Living Word Lutheran Church council and is authoring a book aimed at supporting the entrepreneurial community. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional clients through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing multiple platform arrangements and investment strategies tailored by individual advisers.

Rosilyn Overton is a CFP® with 50 years of industry experience, currently serving at Level Four Advisory Services. She previously worked for Mid-Atlantic Securities, Inc. for 25 years. Outside of advisory roles, she operates a sole proprietorship insurance agency and is a partner in Brown and Overton Partnership. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across a diverse client base, including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of internal and third-party management.

Balin Smith is a financial advisor at Hilltop Securities Inc. with six years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Equitable Advisors and in roles outside finance including at Savage Tavern and The Gaylord Texan. Hilltop Securities serves individual and institutional clients through both investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan consulting, and annuity-based solutions. The firm combines custody, banking, and market-making capabilities with access to third-party and firm-sponsored investment strategies.

Courtney Watson is a financial advisor with Arax Advisory Partners in Dallas, TX, holding Series 63 and Series 65 credentials and over 31 years of industry experience. Prior to joining Arax in 2026, she worked at U.S. Capital Wealth Advisors for five years and has been associated with USCA Securities and related entities since 2016. Outside of her advisory role, she serves as a trustee for family trusts and manages a non-investment-related LLC. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering financial planning, portfolio management, and retirement consulting through a combination of internal management and third-party relationships. Arax is notable for its use of performance-based fees and carried-interest arrangements for qualified investors and private funds, as well as its consolidation of affiliated firms to expand its institutional and operational capabilities.

Miller Marks is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation with over 21 years of experience. Prior to joining Hilltop, he worked at Colget University for six years. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan consulting, and annuity-based solutions. The firm distinguishes itself by combining custody, banking, and market-making capabilities within an open-architecture platform that includes both third-party and firm-sponsored investment strategies.

Brandon Day is a CFP® professional with over 22 years of experience in the financial services industry. He is affiliated with LPL Financial and has been associated with Advisor Resource Council since 2012. In addition to his advisory work, he teaches financial and retirement planning seminars at local colleges and has been involved as an associate producer for a production company. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

James Walley II is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding the CFP® and Series 66 designations with 16 years of industry experience. He previously worked at J.P. Morgan Securities from 2012 to 2023. He serves on the Board of Management for the YMCA in Moody, Dallas. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity solutions. The firm combines custody, banking, and market-making capabilities and provides clients access to both third-party and firm-sponsored investment strategies.

Leonard Laub is a financial advisor with Hilltop Securities Inc. in Monterey, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Hilltop Securities since 2008. Outside of his advisory work, he is a limited partner in family-owned theater partnerships in Los Angeles that generate regular income distributions. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of investment programs through an open-architecture platform and features municipal bond strategies co-advised with Franklin Templeton, along with custody capabilities uncommon among enterprise advisers.

William Purvis is a financial advisor at Sowell Management in Dallas, TX, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at LGT Financial Advisors LLC and The Vanguard Group, Inc. in various advisory roles. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm operates through an independent-contractor model and employs multiple management styles, including strategic and tactical allocation, individual equity selection, and customized portfolio design.

Royce Medlin is a CFA® charterholder with 23 years of experience in the financial industry. He has worked at True North Advisors, LLC since 2024 and previously spent eight years at Clear Rock Advisors, LLC. Based in Dallas, TX, he holds the Series 66 license. True North Advisors, LLC serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other 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, SMAs, and alternative or private investments as appropriate.

Justin Duke is a CFA® charterholder at Simon Quick Advisors, LLC with prior experience at the Bank of New York from 2015 to 2026. He is based in Dallas, TX, and has been with Simon Quick Advisors since 2026. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax planning and compliance, as well as administrative services. The firm allocates client assets across a range of investment vehicles using proprietary quantitative analysis, due diligence, and ongoing monitoring, and it operates several affiliated funds and fund-of-funds structures.

Richard Mc Coy is a Series 66-licensed financial advisor with Level Four Advisory Services in Dallas, TX, bringing 25 years of industry experience. He has been with Level Four Financial and its affiliated entities since 2006. Outside of his advisory role, he is a partner involved in office management at GHMYS Group, LLP. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across a diverse client base, including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning and asset management, employing model portfolios developed internally or through sub-advisers, and features vertically integrated financial capabilities including affiliated trust services.

Stephen Mendel is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Integrity Advisory Solutions and previously spent 10 years at Vested Legacy Wealth Management. In addition to his advisory work, Mendel is the owner and managing partner of The Mendel Law Firm, focusing on estate and trust planning, probate administration, and elder law. Integrity Advisory Solutions is a multi-team firm serving individuals, trusts, estates, corporations, and business clients through a network of independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, utilizing a variety of investment strategies and third-party platforms.

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 the Series 63 and Series 66 designations and has previously worked at JP Morgan Securities, Merrill, and Bank of America. Keppler is also a managing partner and investment advisor at Paragon Private Wealth Group. Titleist Asset Management provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers customized portfolio management, financial planning, and retirement plan consulting, following a rules-based Total Return framework overseen by an investment committee.

Arthur Salmon is a financial advisor with BFC Planning, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with BFC Planning and Berthel Fisher & Company Financial Services since 2012. Outside of financial services, he is involved in an e-commerce business distributing automotive parts. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships with approximately $3.8 billion in assets under management and offers flexible fee arrangements and a variety of investment program structures through independent advisory representatives.