Kevin Kott is a financial advisor with Hilltop Securities Inc. in Monterey, CA, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been with Hilltop Securities since 1986. Hilltop Securities Inc. provides brokerage, execution, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm offers a range of portfolio management programs through an open-architecture platform and features unique operational capabilities such as municipal bond strategies co-advised by Franklin Templeton Group and custody services uncommon among enterprise advisers.

John Hoffman is a financial advisor with Balefire, LLC in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at VisionPoint Advisory Group, LPL Financial, and nearly two decades at Princor Financial Services Corporation and Principal Life Insurance Company. Outside of his advisory work, he is involved with Fuse Partners, LLC, an independent investment advisory firm. Balefire, LLC serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities with discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment process using a core-plus-tactical philosophy and licensed third-party research to customize portfolios according to client risk profiles and goals.

Sandi Chui is a financial advisor at Kovack Advisors, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Western International Securities, Inc., Citigroup Global Markets, and Merrill. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, using a combination of proprietary and third-party models to manage portfolios across multiple custodians and execution venues.

Joel Gustafson is a financial advisor with Momentum Independent Network Inc. in Springfield, IL, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Momentum Independent Network since 2012. Outside of his advisory role, Gustafson serves on the board of the Lincoln Land Community College Foundation. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm offers investment advisory programs, managed accounts, financial planning, and retirement plan consulting, utilizing a platform model with third-party managers and integrated services through Envestnet and Hilltop affiliates.

Chris Smith is a financial advisor at Intrua Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Advisor Networks LLC and Carson Wealth Management. He is also active as a sales representative of non-variable insurance products. Intrua Financial provides investment advisory and portfolio management services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis to develop customized asset allocations and offers both discretionary and non-discretionary management options.

Robert Evans is a financial advisor with Level Four Advisory Services in Greenville, NC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at LPL Financial from 2015 to 2021 and has been with Level Four Advisory Services since 2015. In addition to his advisory role, he spends part of his time as an agent for disability, term, health, and fixed non-variable insurance through Level Four Insurance Services. 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 individuals, retirement plans, corporations, charitable organizations, and municipal clients. The firm offers fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, using model portfolios developed internally or through sub-advisers.

Steven Diamond is a CFP® with 29 years of industry experience, currently serving at Advisor Resource Council since 2012. He previously worked at LPL Financial for 23 years. Diamond is also a board member of the Hidden Glen Homeowners Association in Napa, California. Advisor Resource Council provides asset management, financial planning, and retirement plan consulting to individuals, families, charitable organizations, and business enterprises. The firm utilizes actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across various portfolio types.

Steven Clapp is a financial advisor with Cain, Watters & Associates, LLC in Plano, TX, holding a Series 65 credential and 23 years of industry experience. He has been with Cain, Watters & Associates, P.L.L.C. since 2008. Clapp has minority ownership interests in Tectonic Financial, Inc., a publicly traded company with multiple financial industry affiliates, and in three entities related to Cain, Watters & Associates that provide non-investment services or referrals connected to clients' businesses. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management primarily to dental healthcare professionals, individual investors, and pension or profit-sharing plan sponsors. The firm also offers CPA, accounting, tax services, and donor-advised fund services, combining multiple investment programs with a focus on non-discretionary management and affiliations with banking and related financial entities.

Myles Mc Manus is a CFP®-certified financial advisor at Facet with five years of industry experience. He has held positions at Brighton Jones, Tolleson Wealth Management, and Valmark Securities, among others. Based in Dallas, TX, Mc Manus has worked at Facet since 2025. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a range of households primarily through phone, video, and a proprietary web platform. The firm uses model-based asset allocations focused on ETFs and employs technology-driven processes for tax-optimized portfolio implementation and regular account reviews.

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.

James Kaighin Jr. is a CFP® with 27 years of industry experience, currently serving as an advisor at Momentum Independent Network Inc. since 2011. He holds the Series 63 designation and is based in Austin, TX. Outside of his advisory role, he is a director and treasurer of Knights of the Symphony, a support organization for the Austin Symphony. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet, offering customized investment programs, managed accounts, and financial planning, with notable integration of Hilltop affiliates in its municipal bond strategies and cash management features.

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.

Christopher Norris is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes positions at Integrity Alliance, Burlington Alliance Capital Management, Allstate Insurance Company, and Osaic FS. In addition to his advisory role, he provides estate planning consultation through Integrated Trust Systems. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients with a network of approximately 100 independent advisors managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing fundamental and technical analysis alongside various asset-allocation strategies and third-party platforms.

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.

Ivan Salazar is a CFP®-certified financial advisor with five years of industry experience. He is currently with True North Advisors, LLC and previously worked at RGT Wealth Advisors and Ameriprise Financial Services, Inc. Outside of his advisory role, he owns and manages a rental property in Stephenville, Texas. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions, offering comprehensive financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach with a focus on value-oriented strategies and manages multiple private pooled investment vehicles.

Tara Scottino is a CFP® and holds a Series 66 license, with 25 years of industry experience. She has been with True North Advisors, LLC since 2014. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets and serving very high net worth and ultra-high net worth individuals, institutional clients, and various entities. The firm employs a value-oriented, bottom-up investment approach with diversified portfolios across multiple asset classes and offers both discretionary and advisory services including management of private pooled investment vehicles.

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.