Abraham Mansour Sr. is a CFP® professional with 28 years of industry experience, currently serving at Advisor Resource Council since 2013. He previously worked at LPL Financial and Equitable Advisors. Mansour operates through Advisor Resource Council's independent Registered Investment Advisor business. Advisor Resource Council serves individuals, retirement plans, charitable organizations, and businesses, providing asset management, financial planning, and retirement consulting through a network of investment adviser representatives. The firm integrates artificial intelligence with fundamental analysis to offer model and separately managed accounts as well as custom strategies.

Keith Hilliard is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at SWS Financial Services since 2012. Outside of his advisory role, Hilliard volunteers with the Tyler Chamber of Commerce Veterans Committee and serves as Treasurer for the Sharon Shriners nonprofit organization. He is also President of the East Texas Piney Woods Chapter of the National Association of Insurance and Financial Advisors. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients, offering investment advisory programs, managed accounts, financial planning, and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet for model delivery and trading, and integrates with Hilltop affiliates for municipal bond strategies and cash management features.

Andrew Frank is a financial advisor at Level Four Advisory Services with 19 years of industry experience. He previously worked for Thrivent Financial for Lutherans and Thrivent Investment Management for 16 years. Outside of his advisory role, he is a property owner involved in managing commercial and farm land holdings. 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 utilizes model portfolios and a range of wrap platforms and unaffiliated sub-advisors to deliver financial planning, asset management, and fiduciary services.

Michael Forster is a financial advisor at Hilltop Securities Inc. in Dallas, TX, with 16 years of industry experience. He holds Series 63 and 66 licenses and previously worked at Raymond James Financial, Securities America Advisors, and LPL Financial. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and specialized municipal bond strategies. The firm combines custody, banking, and market-making capabilities within an open-architecture platform.

Anna Hamilton is a Certified Financial Planner (CFP®) with two years of industry experience. She currently works at True North Advisors, LLC in Dallas, TX. Her prior roles include positions at UMB Bank and the University of Kansas. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets. The firm serves very high net worth and ultra-high net worth individuals, corporate pension and profit-sharing plans, trusts, estates, foundations, and other business entities with comprehensive financial planning, portfolio management, and wealth advisory services. Their investment approach emphasizes fundamental, bottom-up analysis with a value-oriented bias and broad diversification across equities, fixed income, diversifiers, and private investments.

Joy Kirsch is a financial advisor with Merit Financial Advisors in Southlake, TX, holding a Series 63 designation and bringing 40 years of industry experience. Her prior career includes roles at Purshe Kaplan Sterling Investments, LPL Financial, and Mass Mutual Investors Services. Outside of her advisory work, she is a limited partner in a business that owns a cell phone tower. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy managed by an internal investment team and committee, offering both discretionary and non-discretionary account services through a network of investment adviser representatives.

Steven Watkins is a CFP® with 29 years of industry experience, currently with Coppell Advisory Solutions LLC since 2025. He previously worked at Merrill from 2020 to 2025 and spent 18 years at H.D. Vest Investment Services and H.D. Vest Advisory Services. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm uses an open-architecture platform with internally and externally developed asset allocation models, employing both fundamental and technical analysis across a broad range of investment vehicles.

Kevin Wilson is a financial advisor at Quotient Wealth Partners, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Goldman Sachs Personal Financial Management and ID Solutions. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans across a broad wealth spectrum. The firm offers customized financial planning and investment management using diversified, factor-tilted allocations primarily implemented through ETFs, mutual funds, individual securities, and third-party managers.

James Ruberto is a financial advisor at Hilltop Securities Inc. based in Dallas, TX, holding Series 63 and Series 66 licenses with 26 years of industry experience. He previously worked at Robert W. Baird for 13 years before joining Hilltop Securities in 2024. Hilltop Securities Inc. provides brokerage, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm offers a range of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform with approximately $2.25 billion in assets under management.

Gary Schmidt is a financial advisor with Level Four Advisory Services in Minnetonka, MN. He holds a Series 66 designation and has 19 years of industry experience. Prior to his current role, he worked at LPL Financial from 2014 to 2021. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and a diverse client base, including individuals, retirement plans, corporations, and nonprofit organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, with an investment approach that utilizes model portfolios and a combination of internal and third-party management.

Jason Adams is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. Prior to joining Gradient Advisors in 2020, he worked at SagePoint Financial, Inc. and NYLIFE Securities LLC, with additional experience as a sole proprietor since 2002. Outside of advising, Adams is a partner in a shipping and logistics business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through third-party money managers and investment advisor representatives, employing a largely non-discretionary model that integrates fundamental, technical, and cyclical analysis while documenting client objectives and risk tolerance.

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.

Luke Tolson is a financial advisor at Prospera Financial Services, Inc. in Grapevine, TX, holding a Series 66 designation with 14 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney before joining Prospera in 2018. In addition to his advisory role, he provides accounting and business consulting services for DOT Compliance Group. 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 businesses, offering financial planning, portfolio management, and access to multiple advisory platforms, including both discretionary and non-discretionary account management options.

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.