Michael Travis is a financial advisor with Siebert AdvisorNXT, LLC., holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been associated with Stockcross Financial Services, Inc. since 2007, Fiserv Investor Services, Inc. since 2002, and Tradestar Investments, Inc. since 1994. He divides his time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC., both under the Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities with investment supervisory services and managed programs. The firm employs a web-based AdvisorNXT platform alongside third-party and independent managers, utilizing Modern Portfolio Theory and risk-tolerance assessments to construct ETF/ETN-based portfolios within a wrap-fee structure.

William Luckey II is a financial advisor at LEE Financial Company, LLC in Dallas, TX, holding a Series 65 designation with 19 years of industry experience. He has been with Lee Financial Corporation since 2007. Outside of his advisory role, he is involved in a real estate, financing, and database consulting business. 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 centered on its WholeVision™ planning framework and manages private pooled investment vehicles while offering family office and foundation services.

Skyler Hedden is a financial advisor at Level Four Advisory Services with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Hilltop Securities Inc. and Securities America Advisors. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a broad client base, offering fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, using model portfolios and both affiliated and unaffiliated sub-advisers.

Nathan Ohlinger is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Simon Quick Advisors, LLC with four years of industry experience. Prior to joining Simon Quick in 2025, he worked at The Northern Trust Company for twelve years. Outside of his advisory role, he owns IMAGE Studios, a health and wellness franchise in Coppell, TX, where he serves as property manager during its build-out phase, and is a minority owner of a commercial real estate investment and management firm with limited involvement. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, and tax services. The firm employs a diversified investment approach, including proprietary quantitative analysis and direct due diligence, managing assets across various strategies and acting as a fund sponsor for multiple affiliated and unaffiliated pooled investment vehicles.

Charles Hall Jr. is a financial advisor at True North Advisors, LLC with 19 years of industry experience. He holds a Series 65 designation and previously worked at Clear Rock Advisors, LLC for eight years. Hall is also involved in managing the Coast Foundation, a family foundation. 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 and offers both separately managed accounts and private pooled investment vehicles.

Matt Peden is a CFA® charterholder with 24 years of industry experience. He is currently with True North Advisors, LLC, where he has worked since 2023. Prior to that, he was with American Beacon Advisors from 2021 to 2023 and Guidestone Financial Services from 2009 to 2021. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions with comprehensive financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach with a value-oriented bias and incorporates passive indexed ETFs, separately managed accounts, and alternative investments when appropriate.

Carter Monrad is a financial advisor with Hilltop Securities Inc. holding a Series 66 designation. He has been in the industry since 2019, with prior experience at Hartmann Taylor Wealth Management and Momentum Independent Network Inc. Monrad has also been involved with Kinsmen Lutheran Church in a non-investment capacity. Hilltop Securities serves individual, high-net-worth, and institutional clients through advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity solutions. The firm provides an open-architecture platform combining third-party and firm-sponsored strategies, with capabilities in custody, banking, and market-making.

Claudia Martin is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Level Four Advisory Services since 2007 and previously spent eight years at LPL Financial. Martin also serves as Director of Operations for Level Four Group, an employee services holding company. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and a diverse client base that includes 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.

Traci Kurtz is a financial advisor with Hilltop Securities Inc. based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Cetera-affiliated firms and Next Financial Group Inc. before joining Hilltop Securities. Hilltop Securities serves a diverse client base of individuals, including high-net-worth clients, and institutional investors, providing advisory and broker-dealer services through an open-architecture platform that incorporates third-party and firm-sponsored investment strategies. The firm combines custody, banking, and market-making capabilities, offering comprehensive financial solutions such as managed accounts, retirement-plan consulting, and municipal bond programs.

Michael Arnold is a financial advisor at Prospera Financial Services, Inc. with 28 years of industry experience. He has been with Prospera since 2015 and previously worked at Merrill for 18 years. Arnold holds a Series 66 designation and serves on the Lea County Planning and Zoning Board as well as the Lea County Sheriffs Posse on a volunteer basis. 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 other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Sarah Pais is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. She has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2016 and also maintains a role with LPL Financial, LLC since 2015. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies that integrate artificial intelligence with fundamental analysis across various asset classes and provides both discretionary and nondiscretionary portfolio management options.

Grant Brown is a CFP® with 18 years of experience in the financial industry. He has worked at Advisor Resource Council since 2016 and has been affiliated with LPL Financial since 2009. Based in Dallas, TX, he provides investment advisory services through Advisor Resource Council. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting. The firm’s investment approach integrates artificial intelligence tools with traditional fundamental analysis across various model portfolio tiers tailored to different account sizes.

Michael Bernier is a financial advisor with Balefire, LLC in Dallas, TX, holding a Series 65 license and four years of industry experience. His prior experience includes roles at VisionPoint Advisory Group LLC, Merrill, and Bank of America N.A. He is also involved as a financial wellness coach through Fuse Partners LLC. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities, offering discretionary asset management and comprehensive financial planning with a core-and-tactical investment approach overseen by an Investment Committee.

Andrew Watts is a CFP® professional based in Dallas, TX, with 22 years of industry experience. He is currently with Avantax Planning Partners, Inc., where he has worked for five years, and has prior experience at various firms affiliated with Cetera since 2025. Avantax Planning Partners, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and businesses through portfolio management, financial planning, and a managed retirement plan platform. The firm operates primarily via a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients as of December 31, 2025.

Nicholas Tieri is a financial advisor at Strategic Wealth Investment Group, LLC in Dallas, TX, holding Series 63 and Series 66 credentials with four years of industry experience. His prior roles include positions at Bank of America, Merrill, and several other financial firms. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs internally developed and third-party model portfolios, drawing on fundamental, technical, cyclical, and charting methods, and it serves as a fund sponsor with minority ownership in select private and exchange-traded funds.

Henry Bashore is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 45 years of industry experience. He worked at Stephens Inc. for 12 years prior to joining Hilltop Securities in 2024. Hilltop Securities Inc. offers brokerage, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management and financial planning solutions through an open-architecture platform that includes adviser-managed and model-based programs.

Nicholas Damico is a CFP® professional with 19 years of experience in financial advising. He has worked at Hilltop Securities Inc. since 2019 and previously held positions at Personal Capital Advisors Corporation, DBT Wealth Consultants, and FSC Securities. Outside of his advisory work, he owns a trading card business operating through online platforms. Hilltop Securities serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and broker-dealer services. The firm utilizes an open-architecture platform featuring third-party managers and its own municipal bond strategies, and it combines custody, banking, and market-making capabilities.

Katherine Whittelsey is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX, holding Series 66 and Series 63 licenses with four years of industry experience. She previously worked at Fidelity Investments for four years and has held various roles across financial and educational institutions. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm offers tailored financial planning and investment management, utilizing diversified, factor-tilted portfolios and technology-driven strategies to manage a range of account types.

William Reaves is a financial advisor at BOK Financial Securities, Inc. in Grapevine, TX, with 20 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for TIAA and TIAA-CREF Individual & Institutional Services from 2016 to 2024. BOK Financial Advisors serves a diverse range of clients, including individuals, high-net-worth clients, corporations, institutions, and government entities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with tailored asset allocation strategies.

Sandra Bell is a financial advisor at Northern Trust Securities, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Northern Trust Securities since 2018. Prior to that, she was with EF Legacy Securities, LLC and Edelman Financial Services, LLC. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation providing discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with a range of managed account solutions delivered via the Fidelity Managed Account Xchange platform.