Kevin Burke Jr. is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation with one year of industry experience. He has worked at Hilltop Securities since 2022 and is also a project manager at NCS Roofing & Solar LLC, a roofing and general contracting company. Hilltop Securities serves individual, high-net-worth, and institutional clients with a range of investment advisory and broker-dealer services. The firm offers managed account programs, financial planning, retirement-plan advisory, and brokerage functions through an open-architecture platform that combines third-party and firm-sponsored strategies.

Shannon Reed is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Dallas, TX. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Fidelity Investments, Gold Standard Mortgage, and Changing Lanes Credit and Financial Services. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and financial planning, supported by ongoing monitoring and use of third-party sub-advisors and platform providers.

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 CERTIFIED FINANCIAL PLANNER™ professional with over 42 years of industry experience. He is currently with Prospera Financial Services, Inc., having previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he owns and operates an Arabian horse farm. Prospera Financial Services is a multi-team advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning and portfolio management through a variety of advisory programs and platforms, managing approximately $14.4 billion in client assets.

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.

Jake Stephens is a financial advisor at Royal Fund Management, LLC, holding a Series 65 license with one year of industry experience. His prior work includes roles at Globelife, The Range In McKinney, and Allen Independent School District. He is also a licensed independent insurance agent in Texas, specializing in life and health insurance. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm offers ongoing portfolio management, financial planning, and pension consulting, applying fundamental, technical, and cyclical analysis to develop tailored investment strategies.

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 at Arax Advisory Partners with 31 years of industry experience. Her career includes roles at U.S. Capital Wealth Advisors, USCA Securities, Wells Fargo Clearing, and Prudential Equity Group. She holds Series 63 and Series 65 licenses. Outside of her advisory work, she serves as a trustee managing investment-related trusts. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and private fund advisory, employing a mix of traditional and alternative investments along with AI-supported research and operations.

Zulema Romo is a financial advisor with USAA Investment Services Company in Plano, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior experience includes roles at JPMorgan Chase Bank and J.P. Morgan Securities LLC. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and other individual investors through phone and digital channels, offering Retirement Income Strategy Reports and facilitating referrals rather than managing client accounts directly.

Miller Marks is a financial advisor at Hilltop Securities Inc. with a Series 66 designation and one year of industry experience. Prior to joining Hilltop Securities, he spent six years at Colget University. Hilltop Securities serves individual, high-net-worth, and institutional clients through a combination of investment advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement-plan advisory, and municipal bond strategies, supported by custody, banking, and market-making capabilities.

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 in Dallas, TX, holding Series 63 and Series 65 credentials with 42 years of industry experience. His prior roles include positions at U.S. Capital Wealth Advisors, Wells Fargo Clearing, and Morgan Stanley. Outside of his advisory work, he is a trustee for several family trusts and is a majority owner of ACTFIT LLC, a business providing advice in fitness and nutrition, and serves as a FINRA arbitrator. Arax Advisory Partners delivers wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs in-house portfolio teams, external managers, and model portfolios, offering both traditional and alternative investments while integrating AI tools and third-party analytics into its investment research and operations.