Kellie Crewse is a financial advisor with True North Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining True North Advisors in 2019, she worked at J.P. Morgan Securities for 11 years. Outside of her advisory role, she is employed at Crewse Law Firm, where she works in commercial litigation representation on a limited basis. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and 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, separately managed accounts, and alternative or private investments as appropriate.

John Peterson is a CFP®-certified financial advisor with 19 years of industry experience. He has been with Advisor Resource Council since 2012 and is also affiliated with LPL Financial. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and consulting services. The firm employs actively managed strategies that combine artificial intelligence tools with fundamental analysis across a variety of portfolio types.

Fletcher Hopper is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 66 and Series 63 licenses with one year of industry experience. He previously worked at Charles Schwab and has professional experience in construction and education. Hilltop Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering investment advisory and broker-dealer services on an open-architecture platform with a range of managed account programs and specialized municipal bond strategies.

Donald Goerner is a CFP® with 22 years of industry experience, currently serving at Coppell Advisory Solutions LLC. He has held roles at Fusion Capital Management since 2017 and Spectrum Advisors, Inc. from 2010 to 2017, with additional experience at Purshe Kaplan Sterling Investments since 2008. Outside of his advisory work, he advocates prepaid legal services as a sole proprietor. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning for individuals, pension plans, trusts, and corporate clients. The firm uses a tailored investment approach combining internally developed and independent asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

Andrew Bernard is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Mississippi Federal Credit Union and Gainwell Technologies. Hilltop Securities serves a diverse client base including individual, high-net-worth, and institutional clients, offering a range of advisory and brokerage services with a focus on managed accounts, retirement-plan consulting, and municipal bond strategies. The firm utilizes an open-architecture platform combining third-party technology and proprietary investment products, alongside custody, banking, and market-making capabilities.

Anthony De Stefano is a financial advisor at Victory Financial with six years of industry experience. He holds the Series 66 designation and previously worked at Equitable and related affiliates from 2019 to 2026. Victory Financial Group serves a diverse client base including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach based on Modern Portfolio Theory and offers financial planning, discretionary investment management, and ERISA plan services.

James Mathis is a financial advisor with Integrated Advisors Network LLC in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has held roles at Calton & Associates, Inc., First Financial Equity Corp., and Echelon Investment Management. Outside of his advisory work, Mathis serves as an outside consultant for VISAQ / Coleman Research, providing expertise to clients on an as-needed basis. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and related consulting, utilizing a combination of fundamental and quantitative analysis along with access to third-party managers and private funds.

David Lynn is a financial advisor with Prospera Financial Services, Inc. in La Jolla, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2010 to 2019 before joining Prospera in 2019. Prospera Financial Services, Inc. is an enterprise-scale firm serving a diverse client base including high-net-worth individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services via multiple platforms and customizable portfolio strategies.

Sandra Sutter is a financial advisor with BCG Securities, Inc., holding Series 63 and Series 65 licenses and with 24 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, JP Morgan Chase Bank, N.A., and LPL Financial. Sandra is currently based in Garland, TX. BCG Securities serves institutional retirement plans and individual clients with accounts above $25,000, offering portfolio management, financial planning, and pension consulting services. The firm emphasizes tailored investment policy statements and predominantly non-discretionary advice, utilizing independent third-party managers and a range of analytical approaches.

Cynthia Manning Brown is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Level Four Advisory Services since 2012 and previously worked at LPL Financial. In addition to her advisory role, she is president of Manning & Associates, a firm specializing in accounting and tax preparation. 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, third-party manager referrals, and retirement plan advisory services, with investment strategies tailored to individual client needs.

Steven Devlin is a financial advisor with Level Four Advisory Services and holds the Series 63 and Series 65 designations. He has 28 years of industry experience, including prior roles at Good Life Advisors, LLC and LPL Financial, LLC. He is also involved with Devlin Financial Consulting, LLC, a business related to his advisory services. Level Four Advisory Services is an SEC-registered adviser managing approximately $6.5 billion for 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 within a corporate structure affiliated with a broker-dealer and a national trust/banking entity.

Connor Hustava is a CFA® charterholder with 15 years of industry experience. He has been with Stephens since 2016, including its predecessor entities, and is based in Dallas, TX. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight, combining broker-dealer and investment banking activities alongside advisory services.

Lana Calton is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 designations with 30 years of industry experience. She has been with Hilltop Securities since 2005. Outside of her advisory role, she serves as Vice-Chair of the Board of Trustees for the Securities Industry Institute and is on the Board of Trustees for the Securities Industry Institute at Wharton; she also chairs the Clearing Firm Committee at SIFMA. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement advisory, and brokerage functions, operating on an open-architecture platform that combines third-party technology with firm-sponsored strategies and provides custody, banking, and market-making capabilities.

Tara Davis is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Dallas, TX. She holds Series 63 and Series 66 licenses and has 13 years of industry experience, including prior roles at TIAA-CREF and First Command Advisory Services. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, combining discretionary and non-discretionary investment management with financial planning and retirement plan consulting.

Bryan Huhn is a financial advisor at Sowell Management with 19 years of industry experience. He holds the CFP® designation along with Series 65 and Series 66 licenses. Prior to joining Sowell Management in 2025, he worked at Reflective Wealth Planning, LLC, which he owns and operates as a financial advisory business, as well as at Boston University, Fisher Investments, and Hennion & Walsh. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing multiple management styles and a range of investment products including model portfolios and sub-advisory relationships.

Wilbur Hemby Jr. is a CFP® with 30 years of industry experience, currently serving at Level Four Advisory Services. His prior experience includes roles at Level Four Financial, LLC and LPL Financial, LLC. He is also a member of the Rotary Club of Kinston and serves on the Management Advisory Committee for the College of Business at East Carolina University. Additionally, he is an author and provides financial services practice management consulting and lectures. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, emphasizing tailored solutions supported by internal and affiliated sub-advisers.

Richard Williamson is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Tucker Asset Management since 2021 and previously at Lasalle St. Securities, L.L.C., while also operating Williamson Financial since 2012. Outside of advisory services, he is involved in the sale of life insurance and fixed annuities. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments, including private and non-liquid strategies, into its portfolios.

Jacob Morton Jr. is a financial advisor with Stephens in Dallas, TX, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Clover Partners, Valley Bank, and Texas Christian University. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering tailored portfolio programs with committee-based oversight and a range of financial planning and retirement advisory services.

Dennis Jackson is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and bringing 28 years of industry experience. His prior experience includes 18 years at Edward D. Jones & Co., L.P. and four years with Level Four Advisory Services. He also serves on the Advisor Resource Council and provides investment advisory services through an independent firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment solutions tailored to client needs.

Sarah Henze is a CFP® professional with 16 years of experience at Lee Financial Company, LLC in Dallas, TX. She has been with Lee Financial Corporation since 2010. 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 include a range of investment vehicles, while also serving as General Partner and Investment Manager for several affiliated private partnerships.