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.

David Sego is a CFP® and PFS™ credentialed financial advisor with 26 years of industry experience. He is currently with BOK Financial Private Wealth, Inc. and has worked at Weaver and Tidwell Financial Advisors, Ltd. since 2000 and The Milestone Group, Inc. since 2016. BOK Financial Private Wealth, Inc. provides discretionary and limited non-discretionary investment management, wealth advisory, and financial planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm follows a team-based investment process supported by research from BOKF, NA’s Strategic Investment Advisors group and integrates with a broader financial holding company structure that includes banking, trust, and municipal securities capabilities.

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.

Anil Kumar is a financial advisor at USAA Investment Services Company with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLife Securities LLC and Fisher Investments. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party advisers rather than managing client assets directly.

Christopher Bredeson is a financial advisor at CX Institutional, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments for 12 years before joining CX Institutional in 2024. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and offers specialized strategy portfolios including ESG and blockchain options.

Gerald Dietz is a financial advisor at Cape Investment Advisory, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including American Global Wealth Management and Cape Securities. Dietz is also an adjunct instructor at Richland College. Cape Investment Advisory, Inc. serves a diverse client base including individuals, businesses, and retirement plans, offering portfolio management, financial planning, and access to third-party and affiliated asset managers. The firm emphasizes personalized asset allocation strategies based on clients’ financial situations and risk tolerance.

John Bullman is a financial advisor at Balefire, LLC in Dallas, TX, holding the CFA® designation and Series 66 license with five years of industry experience. He previously worked at LGT Financial Advisors LLC for three years and spent fourteen years at Rosewood Management Corporation. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach overseen by an Investment Committee and offers discretionary portfolio management, comprehensive financial planning, and ERISA corporate solutions across a multi-advisor platform managing approximately $2 billion in assets.

John Allen Jr. is a financial advisor with Hilltop Securities Inc. in Plano, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at PNC Investments, BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., Compass Bank, and TD Ameritrade. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm offers a range of managed account programs through an open-architecture platform and features custody capabilities and co-advisory municipal bond strategies that distinguish its operational approach.

Pankaj Udeshi is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. His prior roles include positions at LPL Financial, Guardian Life Insurance, Park Avenue Securities, and Mass Mutual Investors Services. Advisor Resource Council is an SEC-registered adviser serving individuals—including high net worth clients—retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with traditional fundamental analysis to offer a range of model and separately managed account strategies, alongside customized investment solutions.