Nicholas Polyak Jr. is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. He has been with BOK Financial Securities and its affiliated entities since 2007. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by its affiliate, Strategic Investment Advisors.

Emmanuel Leak is a financial advisor at International Assets Investment Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with International Assets Advisory, LLC since 2016. Leak is also the president and sole owner of ECL Private Wealth Management, LLC, a securities business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, along with access to third-party money managers and financial planning services.

Thomas Neuner is a financial advisor at Level Four Advisory Services with 35 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms including Royal Alliance Associates and Cabot Lodge Securities. Neuner is also licensed to draft estate documents and is involved in organizing a charitable golf outing in St. Louis. Level Four Advisory Services manages approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and fiduciary services, employing model portfolios and multiple custodial platforms.

Brian Tillotson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Good Life Advisors, LLC since 2021 and has been associated with LPL Financial since 2014, including a prior role at Level Four Advisory Services. He is also the owner of Virtus Tax Strategies, LLC, a tax preparation and accounting business. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight through a mixture of in-house strategies and third-party platforms.

Dmitry Shteynsapir is a financial advisor with Coppell Advisory Solutions LLC in Dallas, TX. He holds a Series 65 designation and has been active in business consulting and commercial lending through his role at Dimfina LLC since 2017. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses a combination of internally developed and independent asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

Thomas Healy is a financial advisor with Retirement Planners of America in Plano, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Before joining Retirement Planners of America in 2021, he worked at NYLIFE Securities LLC for three years and has diverse experience including roles in environmental concepts and custom woodwork. He also operates as an independent insurance agent. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee investment program. The firm emphasizes capital preservation and tactical rebalancing using model portfolios and a mathematically based long-term market signal while maintaining discretionary trading authority.

Caeden Byrd is a financial advisor at Cain, Watters & Associates, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments, Prudential Insurance Company of America, and other firms. His background includes roles outside finance, such as positions at Uber, DoorDash, and InstaCart. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension or profit-sharing plan sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and delivers donor-advised fund services through Schwab Charitable.

David Byrnes is a financial advisor at Level Four Advisory Services with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Level Four Financial and LPL Financial. Outside of his advisory role, he serves as treasurer for the nonprofit Texoma Youth Camp, managing its financials and compliance. 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, and retirement plan advisory services with a focus on tailored solutions using model portfolios and affiliated or third-party sub-advisers.

Charles Hunter III is a financial advisor at Level Four Advisory Services with 43 years of industry experience. He previously worked for Mid-Atlantic Securities, Inc. for 31 years before joining Level Four in 2022. Outside of his advisory role, he serves as a board member of FV Cemetery Co., Inc. and is a member of the City of Roanoke Advisory Board on investment policy. 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 offers financial planning, asset management, retirement-plan consulting, and fiduciary services, typically implementing client mandates through model portfolios and a variety of wrap platforms and sub-advisors.

Henry Lessner III is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Meridian Wealth Management, LLC since 2022 and previously held roles at Southport Capital, Wealth Management Group, LLC, and Silver Oak Securities, Inc. Outside of his advisory work, Lessner serves as the mayor of Fairview, Texas, and is the founder and a board member of the Allen Philharmonic Symphony, Inc. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension plans, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and retirement plan services, employing a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and alternative investments.

Christopher Lipper is a CFP® with 23 years of industry experience, currently serving at CX Institutional, LLC since 2018. His prior experience includes roles at CXI Advisors, LLC, Vestpro Financial Partners, Inc., LPL Financial, and CPF Texas. He serves as a volunteer board member for InTouch Credit Union and is a commissioned notary public in Texas. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment process combining fundamental, quantitative, technical, and cyclical analysis across various asset classes, offering specialized strategy portfolios and integrating third-party technology tools.

Sa Vion Harris is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 credential and four years of industry experience. Prior to joining Concurrent in 2025, Harris worked at Integra Global Advisors LLC, Corient, Corient Services LLC, CIPW Service Company, LLC, and Intercontinental Wealth Advisors LLC. Concurrent Investment Advisors is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, and manages approximately $15.7 billion in assets with about 240 advisors across multiple offices.

John Hoffman is a financial advisor with Balefire, LLC in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at VisionPoint Advisory Group, LPL Financial, and nearly two decades at Princor Financial Services Corporation and Principal Life Insurance Company. Outside of his advisory work, he is involved with Fuse Partners, LLC, an independent investment advisory firm. Balefire, LLC serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities with discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment process using a core-plus-tactical philosophy and licensed third-party research to customize portfolios according to client risk profiles and goals.

Steven Heussner is a financial advisor with Accelerate Retirement, holding a ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. He operates as an independent insurance agent and is involved with Alkeme Insurance Services. Accelerate Retirement serves individual and institutional clients by offering retirement plan consulting, discretionary investment management, and fiduciary services. The firm emphasizes long-term investment strategies and utilizes a network of advisers to create customized portfolios across various asset types.

Sandi Chui is a financial advisor at Kovack Advisors, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Western International Securities, Inc. for 12 years. Kovack Advisors, Inc. is an SEC-registered enterprise adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs, offers financial planning and third-party manager recommendations, and provides ongoing portfolio supervision and rebalancing.

Keith Klein is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, holding a Series 65 designation with 15 years of industry experience. He has been with Cain, Watters & Associates since 2010. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and trustees or plan sponsors of pension and profit-sharing plans. The firm also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Robert Evans is a financial advisor with Level Four Advisory Services in Greenville, NC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at LPL Financial from 2015 to 2021 and has been with Level Four Advisory Services since 2015. In addition to his advisory role, he spends part of his time as an agent for disability, term, health, and fixed non-variable insurance through Level Four Insurance Services. 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 including individuals, retirement plans, corporations, charitable organizations, and municipal clients. The firm offers fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, using model portfolios developed internally or through sub-advisers.

Michael Zarich is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63, 65, and 66 credentials and 19 years of industry experience. He has been with BOK Financial and its affiliated firms since 2016. Zarich serves as a board member and participates in fundraising and advisory activities for the nonprofit Alliance of Community Assistance Ministries. BOK Financial Advisors provides non-discretionary, fee-based investment management and financial planning to individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies. The firm’s Guided Portfolio Solutions program combines advisor-led client contact with research-driven asset allocation and manager selection.

Samuel Scott is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Cain, Watters & Associates, LLC and previously worked at Edward Jones and First Guaranty Mortgage Corporation. Cain, Watters & Associates, LLC provides financial planning, retirement planning, and investment management services primarily to individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers a range of solutions including ERISA plan advisory, pooled trust offerings, unified managed accounts, and donor-advised fund management, utilizing both discretionary and non-discretionary investment platforms.

Steven Diamond is a CFP® with 29 years of industry experience, currently serving at Advisor Resource Council since 2012. He previously worked at LPL Financial for 23 years. Diamond is also a board member of the Hidden Glen Homeowners Association in Napa, California. Advisor Resource Council provides asset management, financial planning, and retirement plan consulting to individuals, families, charitable organizations, and business enterprises. The firm utilizes actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across various portfolio types.