Nicholas Polyak Jr. is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63, Series 65, and Series 66 licenses and bringing 20 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2007. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client contact with investment research and asset allocation provided by its Strategic Investment Advisors.

Thomas Neuner is a financial advisor at Level Four Advisory Services with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Transamerica Financial Advisors and Royal Alliance Associates. Outside of advising, he drafts estate documents as a licensed attorney and assists with charitable golf outing sponsorships. Level Four Advisory Services is an SEC-registered enterprise investment 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 access to third-party money managers through a variety of platforms and model portfolios.

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.

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.

Jordan Paff is a financial advisor with IAMS Wealth Management, LLC in Dallas, TX, holding a Series 65 license and three years of industry experience. Prior to his current role, he worked as an independent insurance agent and has served as president of Simply Disciples Incorporated since 2022. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other business entities. The firm manages accounts primarily on a discretionary basis, employing a range of investment instruments and utilizing AI tools for research and operational support.

Dmitry Shteynsapir is a financial advisor with Coppell Advisory Solutions LLC in Dallas, TX. He holds a Series 65 designation and has been active in business consulting and commercial lending through his role at Dimfina LLC since 2017. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses a combination of internally developed and independent asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

Thomas Healy is a financial advisor at Retirement Planners of America with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC and RFG Advisory LLC dba Trinity Private Wealth. He also has experience as an independent insurance agent. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee investment program. The firm employs an “Invest and Protect” approach focused on capital preservation and uses model portfolios with tactical rebalancing.

Kevin Sullivan is a Series 65-licensed advisor at Integrity Advisory Solutions with four years of industry experience. He previously worked at Namcoa for four years and has been associated with Infinite Wealth Advisors, LLC since 2012. Sullivan is also a licensed insurance agent. Integrity Advisory Solutions serves a broad client base including individuals, trusts, estates, and businesses through 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 along with various asset-allocation strategies and third-party platforms.

Christine Gammill is a financial advisor at Victory Financial with 30 years of industry experience. She has held roles at Equitable Advisors and AXA Advisors, LLC. Outside of her advisory work, she is a member of Collaborative Law Dallas and Executive Women of Dallas. Victory Financial Group serves a diverse clientele, 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, combining fundamental, cyclical, and behavioral analysis to manage model portfolios that range from Aggressive to Capital Preservation.

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 credentials and having five years of industry experience. Prior to joining M Holdings, he worked with Thrivent Financial and Thrivent Investment Management Inc. Outside of his financial advisory work, he provides part-time transportation services as an independent contractor for Uber Technologies. M HOLDINGS SECURITIES, Inc. serves a diverse range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, supported by both internal portfolio management and third-party sub-advisors.

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.

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 27 years of industry experience. She holds Series 63 and Series 66 credentials 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 approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and access to sub-advisory programs through a structured investment approach supported by Envestnet technology.

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.