Todd Bulot is a financial advisor with Level Four Advisory Services in Dallas, TX, holding a Series 65 designation and 11 years of industry experience. He has worked within various Level Four affiliated entities since 2017 and currently serves as Practice Director of Asset Management at Level Four Capital Management. 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 provides financial planning, portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a combination of firm-sponsored and third-party platforms.

Daniel Sprusansky is a financial advisor with BOK Financial Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at Kestra Financial, Gallagher Benefit Services, and Raymond James & Associates. BOK Financial Securities, operating as BOK Financial Advisors, serves individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm provides non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research conducted by Strategic Investment Advisors, and maintains affiliations with a bank holding company and related investment entities.

Steve Indiveri is a CFA® charterholder currently with CX Institutional, LLC, having joined the firm in 2026. He has 10 years of prior experience at Northern Trust Asset Management. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis across various asset classes and supports clients with third-party technology for consolidated reporting and tax-efficient asset management.

Steven Sarkissian is a financial advisor with Hilltop Securities Inc. in Plano, Texas, holding Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Hilltop Securities for 17 years. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, and retirement-plan consulting. The firm combines custody, banking, and market-making capabilities, providing access to both third-party and firm-sponsored investment strategies.

Christopher Pollack is a financial advisor at CX Institutional, LLC, holding a Series 65 credential. He has one year of industry experience and previously worked at RoseRock, Southern Methodist University, Blinn College, and Reedy High School. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis across various asset classes, supported by third-party technology platforms for consolidated reporting and tax-efficient asset location.

Steven Kenny is a financial advisor at Hilltop Securities Inc. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Truist Advisory Services, Truist Investment Services, and BB&T Securities. He is also a member of 1119 Partners, LLC, an entity used for private investments. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering a range of advisory and brokerage services through an open-architecture platform that includes third-party and firm-sponsored investment strategies. The firm combines custody, banking, and market-making capabilities, and sponsors specialized municipal bond strategies alongside other program offerings.

William Sanders is a financial advisor at True North Advisors, LLC with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining True North Advisors in 2024, Sanders spent nine years with Clear Rock Advisors, LLC and also worked at Atlas Efficiency Solutions. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets. The firm serves very high net worth and ultra-high net worth individuals, corporate pension and profit-sharing plans, trusts, estates, foundations, and other business entities, offering comprehensive financial planning, portfolio management, and advisory services including discretionary management of private pooled investment vehicles through its Western Alternative Strategies division.

Conor Shepard is a financial advisor with Advisor Resource Council, holding a Series 65 designation and two years of industry experience. He has previously worked at Foundation Wealth Partners and has experience in real estate and logistics sectors. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm uses actively managed strategies combining artificial intelligence tools with traditional fundamental analysis across equities, fixed income, alternatives, and options-based techniques.

Brandon Gerfen is a financial advisor with Foundations Investment Advisors LLC in Frisco, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Trajan Wealth LLC, Edward Jones, and JP Morgan. Outside of advisory work, he is involved with Big G Rental Homes LLC, a property company focused on single-family real estate rental. Foundations Investment Advisors LLC provides financial planning and ongoing portfolio management to a diverse client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios along with discretionary and non-discretionary authority to manage client investments.

John Abney is a financial advisor with Mutual of Omaha Investor Services, Inc. in Irving, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Mutual of Omaha and its affiliated insurance company since 1991. In addition to his advisory role, Abney is an insurance agent offering a range of health and fixed insurance products and serves as president of AP Financial, Inc. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, money manager relationships, managed account programs, and retirement consulting. The firm operates a managed solutions platform with Envestnet and Pershing, supporting a variety of portfolio management options and integrating broker‑dealer and insurance distribution businesses within the Mutual of Omaha group.

Thomas Du is a Series 66-registered financial advisor at Hilltop Securities Inc. in Dallas, TX, with three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Fidelity Investments. Outside of his advisory work, he is involved in a family-owned construction business where he performs administrative and handyman tasks. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, and retirement-plan consulting. The firm provides an open-architecture platform with a range of strategies and combines custody, banking, and market-making capabilities.

Sanden Leavers is a financial advisor at BakerAvenue in Southlake, TX, holding a Series 65 designation with one year of industry experience. Prior to joining BakerAvenue in 2025, Leavers was unemployed and has no prior advisory work history. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, typically under discretionary mandates. The firm employs a multi-strategy investment approach that includes fundamental, quantitative, and technical analysis, along with tactical asset allocation.

Jaryn Quick is a CFP® with six years of industry experience, currently serving at LEE Financial Company, LLC since 2019. Prior to joining LEE Financial Company, Jaryn worked at Texas A&M University - Commerce for four 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 using its WholeVision™ planning framework and manages bespoke portfolios incorporating a range of investment vehicles, including private investments and structured notes.

Jeffrey Kaufman is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience and has been involved with multiple firms, including WR Wealth Planners LLC and Concorde Asset Management, LLC. Outside of advising, he manages Kaufman Family Farms, a farming and row crop business. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of independent advisors, offering portfolio management, financial planning, and retirement consulting. The firm employs a range of investment strategies and leverages third-party platforms to deliver tailored client solutions.

Tamekia Thompson is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Wunderlich Securities, Inc., Raymond James & Associates, and the City of Memphis. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services via multiple platforms and customizable portfolio solutions.

Marcel Garza is a CFP® certified financial advisor with three years of industry experience, currently with Level Four Advisory Services in Dallas, TX. His prior roles include positions at Texas Tech University, Texas Tech Health Sciences Center, New Mexico State University, and David Hill Financial, LLC. 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 through various model portfolios and platform arrangements.

Matthew Medell is a financial advisor with M Holdings Securities, Inc. and holds a Series 66 designation. He has seven years of industry experience, including prior roles at J.P. Morgan Securities, LLC, Morgan Stanley, Capital One Investing, LLC, and Fxcm. He is based in Dallas, TX. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and financial planning.

Erik Eklof is a financial advisor with Retirement Planners of America, holding Series 65 and Series 63 licenses and 11 years of industry experience. His prior roles include positions at GuideStone Financial Resources, USAA, and MCGowan Group Asset Management. Retirement Planners of America provides discretionary portfolio management and financial planning services primarily to individuals, high-net-worth clients, and retirement plan participants. The firm uses an "Invest and Protect" approach focused on capital preservation and tactical rebalancing, deploying model portfolios composed mainly of ETFs and mutual funds.

Steven Harlass is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Thrivent Investment Management Inc and Thrivent Financial since 2014. Outside of his advisory role, he serves as an elder at Soulthirst Church, a Lutheran congregation in the Dallas–Fort Worth area, where he participates in leadership, worship, and community support activities. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by offering portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes customized long-term investment strategies using diversified mutual funds, ETFs, individual securities, and alternative investments, managing approximately $6.8 billion in client assets.

Brian Heider is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at True North Advisors, LLC since 2014. He is based in Dallas, TX. 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 focus on value-oriented strategies and organizes portfolios using four Functional Asset Classes.