Caeden Byrd is a financial advisor at Cain, Watters & Associates, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments, Prudential Insurance Company of America, and other firms. His background includes roles outside finance, such as positions at Uber, DoorDash, and InstaCart. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension or profit-sharing plan sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and delivers donor-advised fund services through Schwab Charitable.

David Byrnes is a financial advisor at Level Four Advisory Services with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Level Four Financial and LPL Financial. Outside of his advisory role, he serves as treasurer for the nonprofit Texoma Youth Camp, managing its financials and compliance. 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, and retirement plan advisory services with a focus on tailored solutions using model portfolios and affiliated or third-party sub-advisers.

Charles Hunter III is a financial advisor at Level Four Advisory Services with 43 years of industry experience. He previously worked for Mid-Atlantic Securities, Inc. for 31 years before joining Level Four in 2022. Outside of his advisory role, he serves as a board member of FV Cemetery Co., Inc. and is a member of the City of Roanoke Advisory Board on investment policy. 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 offers financial planning, asset management, retirement-plan consulting, and fiduciary services, typically implementing client mandates through model portfolios and a variety of wrap platforms and sub-advisors.

Henry Lessner III is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Meridian Wealth Management, LLC since 2022 and previously held roles at Southport Capital, Wealth Management Group, LLC, and Silver Oak Securities, Inc. Outside of his advisory work, Lessner serves as the mayor of Fairview, Texas, and is the founder and a board member of the Allen Philharmonic Symphony, Inc. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension plans, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and retirement plan services, employing a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and alternative investments.

Christopher Lipper is a CFP® with 23 years of industry experience, currently serving at CX Institutional, LLC since 2018. His prior experience includes roles at CXI Advisors, LLC, Vestpro Financial Partners, Inc., LPL Financial, and CPF Texas. He serves as a volunteer board member for InTouch Credit Union and is a commissioned notary public in Texas. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment process combining fundamental, quantitative, technical, and cyclical analysis across various asset classes, offering specialized strategy portfolios and integrating third-party technology tools.

Jesse Ohakam is a financial advisor with M HOLDINGS SECURITIES, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining M HOLDINGS in 2026, he worked at Thrivent Financial and Thrivent Investment Management Inc., among other firms. Outside of his advisory work, he provides part-time transportation services as an independent contractor for Uber Technologies. 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. The firm offers a range of advisory and brokerage services, utilizing both in-house portfolio managers and third-party sub-advisors, and emphasizes suitability-based recommendations with ongoing client monitoring.

Jeffrey Kerstine is a CFA® charterholder and financial advisor at Fifth Third Wealth Advisors LLC with 18 years of industry experience. He previously worked at Truist Advisory Services and BB&T Wealth. He serves as Chair of the JFS Foundation, overseeing the Board of Trustees and managing investment portfolios to support mental health and social services for the Jewish Family Service Agency. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, including individuals, trusts, pension plans, and institutional clients. The firm employs a range of portfolio management strategies, leveraging both internal and third-party resources, and integrates closely with its parent company, Fifth Third Bank.

Sa Vion Harris is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 credential and four years of industry experience. Prior to joining Concurrent in 2025, Harris worked at Integra Global Advisors LLC, Corient, Corient Services LLC, CIPW Service Company, LLC, and Intercontinental Wealth Advisors LLC. Concurrent Investment Advisors is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, and manages approximately $15.7 billion in assets with about 240 advisors across multiple offices.

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 worked previously at Western International Securities, Inc. for 12 years. Kovack Advisors, Inc. is an SEC-registered enterprise adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs, offers financial planning and third-party manager recommendations, and provides ongoing portfolio supervision and rebalancing.

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.

Keith Klein is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, holding a Series 65 designation with 15 years of industry experience. He has been with Cain, Watters & Associates since 2010. 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.

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.

Michael Zarich is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63, 65, and 66 credentials and 19 years of industry experience. He has been with BOK Financial and its affiliated firms since 2016. Zarich serves as a board member and participates in fundraising and advisory activities for the nonprofit Alliance of Community Assistance Ministries. BOK Financial Advisors provides non-discretionary, fee-based investment management and financial planning to individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies. The firm’s Guided Portfolio Solutions program combines advisor-led client contact with research-driven asset allocation and manager selection.

Samuel Scott is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Cain, Watters & Associates, LLC and previously worked at Edward Jones and First Guaranty Mortgage Corporation. 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 ERISA plan advisory, pooled trust offerings, unified managed accounts, and donor-advised fund management, utilizing both discretionary and non-discretionary investment platforms.

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.

Sonia Biasatti is a financial advisor with Prospera Financial Services, Inc. in Campbell, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Prospera since 2010. Outside of her advisory role, she owns and operates Cowless Ranch LLC, where she raises cattle. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through 207 advisors. The firm provides investment advisory and financial planning services across multiple platforms and employs a combination of firm models, third-party sub-advisers, and customizable allocations.

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.