Karen Lessard is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her career includes roles at Raymond James Financial Services, Concorde Investment Services, and Woodbury Financial Services. Level Four Advisory Services is an SEC-registered enterprise adviser managing over $5 billion across 115 advisors and serves a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, discretionary and non-discretionary asset management, and retirement plan advisory services, utilizing model portfolios developed internally or through sub-advisers.

Jennifer Lander is a financial advisor at Realta Investment Advisors, Inc. in Dallas, TX, with 12 years of industry experience. She holds a Series 66 designation and previously worked at Titan Securities for nine years. Outside of her advisory role, she operates under the DBA Lonestar Wealth Advisors and is licensed to sell fixed insurance products in Texas. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, pension and profit-sharing plans, and institutional clients. The firm focuses on individualized advice and employs a wide range of investment strategies, including asset allocation across various asset classes, with institutional resources and third-party manager programs.

Jonathan Yeakey is a Series 65-registered financial advisor with Integrity Advisory Solutions and has two years of industry experience. He previously operated as a sole proprietor and serves as Vice President of TNG Life LLC, where he has worked for eight years. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes multiple asset-allocation strategies alongside third-party platforms to tailor investment solutions.

Rodney Jarrell is a CFP® with 11 years of industry experience, currently serving as an advisor at Simplicity Wealth in Carrollton, TX. He has owned and operated Lakeview Financial Solutions since 2009, providing insurance services, and is an adjunct professor teaching MBA courses in accounting and finance at the University of Dallas. Jarrell also owns Jarrell Tax Planning and instructs CFP education courses for Zahn Associates, Inc. Simplicity Wealth serves a broad client base including individuals, high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, individual securities, and independent managers, alongside technology and operational services for advisers through its managed account platform.

Jonathan Blumenthal is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Quotient Wealth Partners, LLC and has held prior roles at Goldman Sachs Personal Financial Management, Mercer Allied Company, and LPL Financial, among others. Outside of his advisory work, he is co-owner of JBBR Ventures, a real estate organization based in Fort Worth, TX. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans across a range of wealth levels. The firm provides financial planning, consulting, and wealth management services using tailored investment approaches that include ETFs, mutual funds, individual securities, and third-party managers.

Julie Blalock is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63, 65, and 66 licenses and possessing 35 years of industry experience. Her career includes roles at Raymond James Financial, Truist Investment Services, and NCF Financial Services. Outside of her advisory work, she owns McCombs & Co., a wholesale food production business specializing in pimento cheese, coleslaw, and other salads. 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, portfolio management, retirement-plan consulting, and fiduciary services, often implementing client mandates through model portfolios and a combination of firm-sponsored platforms and unaffiliated sub-advisors.

Eric Schindler is a financial advisor at Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 designations with 14 years of industry experience. His prior experience includes nine years at LPL Financial and one year at Cetera Advisors LLC. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients with investment advisory, portfolio management, financial planning, and brokerage services. The firm integrates broker-dealer operations with banking and municipal advisory capabilities, offering a range of managed account programs and overlay strategies through both discretionary and non-discretionary structures.

Jana Waters is a CFP® with 27 years of industry experience, currently serving at Prospera Financial Services, Inc. since 2000. She is based in Dallas, TX and holds a Series 63 license. 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 programs and platforms.

Angela Alexander is a financial advisor with Advisor Resource Council in Dallas, TX. She holds a Series 66 designation and has experience working at RPOA Advisors Inc and as a self-employed professional with the Alliance for Investor Protection. Her current tenure includes roles at LPL Financial and Advisor Resource Council since 2025. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and retirement consulting through a network of investment adviser representatives. The firm employs actively managed strategies that integrate artificial intelligence tools with traditional fundamental analysis, providing portfolio management options including equities, fixed income, alternatives, and options-based techniques.

Harvey Fladeland is a financial advisor with Arkadios Wealth Advisors in Rockwall, TX, holding Series 63 and Series 65 licenses and 37 years of industry experience. His prior work includes roles at Frost Brokerage Services, IFS Financial Services, Touchstone Securities, Axa Distributors, and Invesco. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans executed through various internally managed and third-party solutions, employing a combination of fundamental, technical, and cyclical investment analysis.

Edward Butowsky is a financial advisor with Ethos Financial Group, LLC, holding a Series 63 designation and 37 years of industry experience. He has held roles at multiple firms including Innovation Partners LLC, Chapwood Securities, and Waterford Capital, and has served as head of investment education at Champion Venture Partners. Ethos Financial Group provides investment management and consulting services to individuals, trusts, estates, municipalities, and charitable organizations. The firm employs a model portfolio approach focused on diversified, risk-conscious allocations using index-based exposures and third-party research, while also offering financial and estate planning services.

Frank Maldonado is a financial advisor with Level Four Advisory Services in Dallas, TX, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at LPL Financial, Lincoln Financial Advisors, and Edward Jones. Outside of advising, he coaches basketball in a nonprofit organization called Northeast Rockets. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and state and municipal entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, fiduciary services, and access to third-party managers through model portfolios and diverse platforms.

Aaron Terry is a Series 66-registered financial advisor with Hilltop Securities Inc. in Dallas, TX. He has been with the firm since 2016 and has five years of industry experience. Hilltop Securities serves individual, high-net-worth, and institutional clients, including corporate and retirement-plan sponsors, offering investment advisory and broker-dealer services. The firm provides managed accounts, financial planning, and retirement-plan consulting through an open-architecture platform that integrates third-party technology and firm-sponsored strategies.

Thomas Faledas is a financial advisor at Hilltop Securities Inc. in Monterey, CA, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has been with Hilltop Securities since 2002. Hilltop Securities Inc. provides brokerage, execution, 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 offers a variety of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform with multiple adviser-managed and model-based investment solutions.

Douglas Rand is a financial advisor with M Holdings Securities, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at M Financial Group, TMRS, Bright Screen, the Army National Guard, and BNY Mellon. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a range of advisory and brokerage services, utilizing various investment management programs and third-party sub-advisors to provide customized solutions.

Stephen Coy is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with Hilltop Securities Inc. and has previously worked at Momentum Independent Network Inc., Chessman Wealth Strategies, and Thrivent Financial. He is based in Dallas, TX. Hilltop Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional investors, offering investment advisory and broker-dealer services. The firm provides a range of solutions such as managed accounts, financial planning, and retirement-plan advisory, supported by an open-architecture platform and a combination of custody, banking, and market-making capabilities.

Richard Brown is a financial advisor with Advisor Resource Council in Dallas, TX, holding the PFS™ designation and Series 63 license, with 36 years of industry experience. His prior roles include positions at LPL Financial, Brown, Richard Lamar D/B/A Rl Brown Financial, and Fortune Financial Services. Outside of advising, he is also an author and songwriter. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting through a network of Investment Adviser Representatives. The firm employs a combination of artificial intelligence and fundamental analysis in its portfolio strategies and coordinates estate-planning document preparation through independent legal professionals.

Jonathan Graham is a financial advisor with United Capital Financial Advisors in Irving, TX, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Lion Street Financial, Equitable Advisors, Axa Advisors, and Edward Jones. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customized portfolio solutions and operates FinLife Partners, a platform serving independent advisors.

Matthew Lunde is a financial advisor with UMB Financial Services, Inc. in Dallas, TX, holding a Series 66 credential and 15 years of industry experience. He has worked at UMB Financial Services and UMB Bank since 2019, and previously held roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering multiple program options and a range of investment products including mutual funds, ETFs, and fixed income instruments.

Richard Weihing is a CFP® professional with 35 years of experience in the financial services industry. He currently works at Global View Capital Management LLC and has previously held roles at Ameriprise Financial Services, Inc. and Efficient Plan, LLC. He also manages a family trust as a trustee. Global View Capital Management LLC provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm’s investment approach utilizes technical and quantitative analysis applied to ETFs and mutual funds, supported by proprietary research and operational infrastructure.