Sonia Biasatti is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked with Prospera since 2010. Outside of her advisory role, Biasatti is involved in cattle raising through her ownership of Cowless Ranch LLC. Prospera Financial Services is a multi-team advisory 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 various advisory programs and third-party platforms.

Hector Salomon is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with six years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Company for five years, as well as Bank of America for six years. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering investment advisory and broker-dealer services through an open-architecture platform that combines third-party technology with firm-sponsored strategies. The firm also integrates custody, banking, and market-making capabilities.

William Kumm IV is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. His previous roles include positions at Raymond James Financial Services Advisors and National Planning Corporation. He is president of Financial Bootcamp, Inc., a company focused on financial education and support. Level Four Advisory Services manages approximately $6.5 billion and serves individuals, corporations, retirement plans, and state and municipal entities. The firm offers financial planning, portfolio management, and fiduciary services, utilizing model portfolios and multiple custodial platforms, with affiliations that include a broker-dealer and a national trust/banking entity.

Anthony Brown is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Financial & Tax Architects, LLC and has previously worked at firms including Newport Group, Milliman, and Transamerica. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary “Private Wealth Strategies” involving ETFs, individual securities, and trend-aware rebalancing, and also offers retirement-plan consulting and educational seminars.

Adin Ward is a financial advisor at BFC Planning, Inc. in Dallas, TX, holding a Series 66 designation with one year of industry experience. He has worked at several firms including GS Wealth Management and Berthel, Fisher & Company Financial Services, Inc. Outside of BFC Planning, he is also active as a financial advisor with GS Wealth Management. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension plans, and trusts through a network of approximately 200 investment adviser representatives. The firm offers financial planning and portfolio management services with a range of investment strategies and platforms tailored by individual advisors.

Tamara Snider is a financial advisor at Merit Financial Advisors with 15 years of industry experience. She holds the Series 66 credential and has worked at firms including LPL Financial, Stratos Wealth Partners, and Purshe Kaplan Sterling Investments. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm focuses on long-term, diversified asset allocation using centrally managed model portfolios and offers both discretionary and non-discretionary account management.

Barbara Burris is a financial advisor at LEE Financial Company, LLC in Dallas, TX, with two years of industry experience. She has been with Lee Financial Company since 2013. Outside of her financial advisory role, Burris owns a bookkeeping business she started in 1987. 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 through its WholeVision™ planning framework, tailoring portfolios to clients' specific liquidity, tax, income, and risk needs.

Sarah Oliver is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, with eight years of industry experience. She holds a Series 65 designation and previously worked at KPMG from 2015 to 2017 before joining Cain, Watters & Associates in 2017. 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 discretionary and non-discretionary investment management, comprehensive financial planning, and specialized services for dental practice transitions.

Samuel Williams is a CFP®-credentialed financial advisor with 23 years of industry experience. He currently works at Level Four Advisory Services and has prior experience at Compass Capital Corporation and Stifel Nicolaus & Co., Inc. He is also a managing member of Golden Leaf Asset Management. Level Four Advisory Services is an SEC-registered enterprise adviser managing approximately $5.32 billion across 115 advisors and serves a diverse client base including individual investors, retirement plans, corporations, and nonprofit organizations. The firm offers fee-only financial planning, discretionary and non-discretionary asset management, and retirement plan advisory services, utilizing model portfolios and a combination of internal and third-party management.

Loic Le Mener is a CFP® with 24 years of industry experience, currently serving at Belpointe Asset Management LLC since 2020. He has prior experience with Lincoln National Life and Lincoln Financial Advisors Corporation, where he worked for 16 years, and has been associated with Opus Wealth Management since 2015. Outside of his advisory role, he is involved with Fund Asset Managers, LLC as a portfolio manager for the Belpointe Tail Risk Fund. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing customized portfolios that utilize passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Clifford Hodson is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and 10 years of industry experience. He has previously worked at Retirement Wealth Advisors and operates Comprehensive Financial Solutions, where he serves as president focusing on life insurance and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management and financial planning services to individuals, corporations, and plan sponsors, utilizing a mix of proprietary and third-party strategies including ETFs, mutual funds, and options to manage primarily discretionary accounts.

Michael Doll is a financial advisor at Level Four Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Harbor Financial Services, LLC and Longboat Key Financial Group, LLC. He is based in Dallas, TX. 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 individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios developed by an internal Investment Committee or sub-advisers.

Holly Grube is a financial advisor at Cain, Watters & Associates, LLC with 22 years of industry experience. She holds a Series 65 designation and has been with Cain, Watters & Associates since 2003. 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.

Eric Jacobsmeyer is a financial advisor at Cain, Watters & Associates, LLC with eight years of industry experience. He holds the CFP®, PFS™, and Series 66 designations. Prior to joining Cain, Watters & Associates, he worked at Dynamic Wealth Advisors and served as CFO at Ortho for 14 years. Outside of his advisory role, he owns and manages a commercial real estate property. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management 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.

Eric Smith is a financial advisor at LEE Financial Company, LLC in Dallas, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lee Financial Corporation since 2011. Outside of finance, Eric is a contract and recording musician, performing guitar at church services and creating original music for licensing. LEE Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm uses a team-based model centered on its WholeVision™ planning framework and manages tailored portfolios that may include a variety of investment types, including private and structured products.

Adrian Podsednik is a financial advisor at Level Four Advisory Services with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Avantax Advisory Services, LPL Financial, and Cetera Wealth Services. In addition to his advisory role, he provides accounting, tax, and consulting services through his accounting firm, Podsednik & Company, P.C. 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 fiduciary services, utilizing model portfolios, wrap platforms, and unaffiliated sub-advisors.

Stephen Luby is a financial advisor with Retirement Planners of America, holding Series 63 and Series 66 designations and 16 years of industry experience. His prior experience includes roles at Eagle Strategies and New York Life Insurance Company. Retirement Planners of America provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and retirement plan participants, primarily through a wrap-fee investment program. The firm employs an “Invest and Protect” approach focused on capital preservation and tactical rebalancing using model portfolios with ETFs and mutual funds.

Adrienne Anthony is a CFP® with 11 years of industry experience, currently serving as a financial advisor at LEE Financial Company, LLC since 2022. She previously worked at Murphy & Sylvest from 2014 to 2022. 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 centered on its WholeVision™ planning framework and also serves as investment adviser to private pooled investment vehicles.

Christopher Habib is a CFP® with seven years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners since 2019. His prior experience includes roles at Sullivan, Bruyette, Speros & Blayney and Monument Wealth Management. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a broad client base including individuals, high-net-worth clients, families, and institutions. The firm uses an asset-class investing approach grounded in academic research, incorporating ESG screening and private investments alongside traditional funds.

Todd Simmons is a financial advisor with Advisor Resource Council, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior firms include Edward Jones and Raymond James & Associates. Simmons serves on the City Council of Mansfield, TX. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs a mix of artificial intelligence and fundamental analysis to offer model and separately managed account strategies, as well as customized solutions including option-based strategies.