Bryan Bernard is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 credentials and offering 36 years of industry experience. He has been with Prospera since 2002. Bernard is also the owner of Silverthorn Investments, where he provides investment services for individuals, business owners, and corporations. 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 multiple advisory platforms and programs.

Ronald Jones is a CFA® charterholder with 22 years of industry experience. He has been with Lee Financial Corporation since 2006. Based in Dallas, TX, he holds a Series 63 license. Lee Financial Company, LLC provides fee-only financial planning and discretionary and non-discretionary portfolio management to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm operates a team-based model centered on its WholeVision™ planning framework and serves as General Partner and Investment Manager for several affiliated private partnerships.

Alfred Holland Jr. is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at VestGen Advisors, LLC since 2025. His prior roles include positions at Optimum Investment Advisors, LLC, Wells Fargo Advisors, and UBS Financial Services. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm utilizes a combination of individual advisor relationships and centralized portfolio management, serving a wide range of clients such as retail investors, institutions, and government entities.

Shannon Dugger is a financial advisor at Integrity Advisory Solutions with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms, including AlphaStar Capital Management and Woodbury Financial Services. Dugger is also a Regional Sales Director at The Assurance Group, where she is involved in insurance consulting, planning, sales, recruiting, and business management. Integrity Advisory Solutions serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, and corporations, through a network of approximately 100 independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing various investment approaches and third-party platforms to tailor solutions for its clients.

Marcus Moore is a CFP® professional with 39 years of experience in the financial industry. He is currently with Great Valley Advisor Group, LLC and has previously worked at firms including Good Life Advisors, LLC, LPL Financial, UBS Financial Services, and Merrill. Outside of his advisory role, he has been involved with Level Four Insurance Services, LLC, serving as a non-variable insurance agent. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Connor Vlahos is a financial advisor at NorthCoast Asset Management LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations. His prior work history includes roles at Kovitz Investment Group Partners, Connectus Wealth, Conti Capital, Morgan Stanley, E*TRADE Securities, E*TRADE Capital Management, and Fidelity Investments. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process and offers a range of strategies including equity, fixed income, options-defined outcome approaches, and alternative interval funds.

Robert Steinmetz is a financial advisor at Integrity Advisory Solutions with five years of industry experience. He holds a Series 65 credential and has previous experience at Missouri Employers Mutual Insurance, WR Wealth Planners, LLC, and Senior Benefit Services. Steinmetz serves as board member and treasurer for Access Arts, a nonprofit organization that provides community art activities. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services using fundamental and technical analysis alongside a variety of asset-allocation frameworks.

Richard Sands is a financial advisor with Arkadios Wealth Advisors in Arlington, TX, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His professional background includes roles at CitiGroup, Frost Private Bank, Arete Wealth Management, and Wells Fargo. In addition to his advisory work, he operates Pinnacle Wealth Strategies, a financial planning and guidance service. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various internally managed and third-party solutions, employing a blend of fundamental, technical, and cyclical investment analysis.

Porsche Davis is a financial advisor at M HOLDINGS SECURITIES, Inc. based in Dallas, TX, holding the Series 66 designation with one year of industry experience. Prior to entering financial services, Porsche worked at several companies including Prink Made and Pacific Coast Fruit Company. M HOLDINGS SECURITIES, Inc. serves a broad range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a mix of advisory and brokerage services, with investment management delivered both directly and through sub-advisors, and provides ongoing client monitoring and reviews.

Richard Drew is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at LEE Financial Company, LLC since 2022. Prior to this, he worked at Comsovereign Holding Corp. for one year and has been involved with Rad Joy, LLC for ten years. 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 and offers family office and foundation services, managing tailored portfolios that include a broad range of investment vehicles and overseeing several affiliated private partnerships.

Grant Podsednik is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and 23 years of industry experience. His career includes roles at Cetera Wealth Services, Roadmap Wealth Management, Avantax, and LPL Financial. Podsednik was also involved with Compost Carpool, LLC, a non-investment business venture. 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 and multiple custodians and sub-advisors, including affiliated entities, to provide diverse investment solutions.

Ryan Wallace is a financial advisor with Momentum Independent Network Inc. in Colleyville, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with SWS Financial Services since 2010. Outside of his advisory role, Wallace is involved as an owner and financial consultant in Wood Waste Solutions LP, a recycling business. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers a range of advisory and brokerage services, utilizing third-party managers and Envestnet’s platform for investment management and incorporates affiliated banking products within its investment strategies.

Anthony Pampel is a financial advisor at Csenge Advisory Group, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Lion Street Financial, True Life Financial Planning, and Mass Mutual Investors Services. Pampel is also the owner of True Life Financial Planning, a registered investment advisory firm. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm uses a combined fundamental and technical analysis approach with an emphasis on relative strength and a top-down market strategy, offering customized portfolio solutions through discretionary management or model-based allocations.

Matthew Rogers is a financial advisor with Hilltop Securities Inc. in Dallas, TX. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior roles include positions at Truist Investment Services, Equitable Advisors, UBS, and Northwestern Mutual. Hilltop Securities Inc. serves individuals, corporations, nonprofits, and institutional clients by providing brokerage, investment advisory, retirement-plan consulting, and custody services. The firm offers an open-architecture investment platform with a range of adviser-managed and model-based programs, supporting approximately $2.25 billion in assets under management.

John Hoover is a CFP® with 11 years of industry experience, currently serving as an advisor at Maia Wealth in Dallas, TX. His prior roles include positions at Fisher Investments and Woodmen Financial Services. He is also a licensed insurance agent representing various carriers in a non-investment capacity. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a blend of fundamental, technical, and cyclical analysis within a long-term strategy that incorporates technology and third-party platforms.

Carrie Masure is a Series 65-licensed financial advisor with four years of industry experience, currently with Integrity Advisory Solutions. Her prior roles include positions at American Senior Benefits, Gradient Advisors LLC, and Bankers Life. She is also involved in retirement planning and financial education through affiliated businesses focused on client guidance and seminar facilitation. Integrity Advisory Solutions serves individuals, high-net-worth clients, trusts, estates, corporations, and business clients through a network of independent advisors managing approximately $1.1 billion in assets. The firm offers tailored portfolio management, financial planning, retirement consulting, and utilizes a range of investment strategies and third-party platforms to meet client needs.

Thomas Neuner is a financial advisor at Level Four Advisory Services with 35 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at firms including Transamerica Financial Advisors and Royal Alliance Associates. Outside of advisory work, he is licensed to draft estate planning documents and assists with a charitable golf event in St. Louis. 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, asset management, retirement plan consulting, and fiduciary services, often implementing client mandates through model portfolios and various wrap-fee platforms.

Brian Tillotson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and over 24 years of industry experience. He has worked at several firms, including LPL Financial and Good Life Advisors, LLC. Outside of his advisory roles, Tillotson is the owner of Virtus Tax Strategies, LLC, a tax preparation and accounting business. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, utilizing a combination of proprietary strategies and third-party platforms to tailor portfolios to client objectives.

Garrett Baker is a Series 65-licensed advisor with Apollon Wealth Management, LLC, based in Arlington, TX, and has three years of industry experience. Prior to joining Apollon in 2026, he worked at Sage Advisors LLC for four years and held various roles in education at the University of Wyoming and local high schools. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, trusts, estates, businesses, retirement plans, and insurance company clients, combining centrally managed strategies with locally managed portfolios and employing a range of investment tools including ESG risk models, Direct Indexing, and generative AI.

Ryan Moffett is a CFP® professional with over two decades of industry experience, including 21 years at The Northern Trust Company and currently with Simon Quick Advisors, LLC. He is based in Dallas, TX. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial and tax planning, and administrative services. The firm employs a diverse investment approach that includes unaffiliated independent managers, mutual funds, ETFs, and affiliated private funds, along with integrated tax and back-office services.