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.

Adam Mastin is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63, 65, and 66 licenses and two years of industry experience. His prior roles include positions at First Command Insurance Services, Foundations Investment Advisors LLC, and Decisive Insurance. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily provides advice through managed advisory programs utilizing third-party portfolio managers and supports solutions such as unified managed accounts and automated ETF portfolios.

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 in Dallas, TX, holding Series 63, 65, and 66 licenses with 13 years of industry experience. His prior roles include positions at Clear Rock Advisors, LLC, Atlas Efficiency Solutions, and BNY Mellon Advisors, Inc. 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 plans, trusts, estates, foundations, and other entities, employing a fundamental, bottom-up investment process with a value-oriented bias and diversification across multiple asset classes.

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 financial advisor with Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Hilltop Securities in 2024, he worked at Wells Fargo Clearing Services and Fidelity Investments. Outside of finance, he is involved in a family-owned construction business where he performs administrative and handyman tasks. Hilltop Securities serves individual and institutional clients, offering investment advisory and broker-dealer services on an open-architecture platform. The firm provides managed accounts, financial planning, and retirement plan consulting, supported by custody, banking, and market-making capabilities.

Christopher Glass is a financial advisor at Zacks Investment Management, Inc. based in Dallas, TX, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at Zacks Investment Management since 2007 and was previously with LBMZ Securities, Inc. from 2023 to present. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs a quantitative and qualitative investment approach driven by proprietary models, offering a range of strategies and investment vehicles while managing a high client-to-advisor ratio and licensing indices and model portfolios to third parties.

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 CFP® with 26 years of industry experience, currently serving at Integrity Advisory Solutions. His career includes roles at WR Wealth Planners LLC, Concorde Asset Management, and ownership of JK Financial, LLC, among others. Outside of financial advising, he manages Kaufman Family Farms, which specializes in farming and row crop production. Integrity Advisory Solutions supports a broad client base including individuals, trusts, estates, and corporations through a network of independent advisors. The firm offers portfolio management, financial planning, retirement consulting, and utilizes multiple investment platforms and strategies, integrating retirement-plan advisory with affiliated program sponsorship.

Tamekia Thompson is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation with 17 years of industry experience. Her prior experience includes roles at Wunderlich Securities, Raymond James & Associates, Kestra Investment Services, and other firms. Prospera Financial Services is a multi-team 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 through both discretionary and non-discretionary arrangements.

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. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at J.P. Morgan Securities, LLC, Morgan Stanley, Capital One Investing, LLC, and Fxcm. 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, financial planning, and insurance advisory.

Erik Eklof is a financial advisor with Retirement Planners of America in Plano, TX, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at MCGowan Group Asset Management, GuideStone Financial Resources, USAA Investment Management Company, and NTTData. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program, serving individuals, high-net-worth clients, and retirement plan participants. The firm uses an "Invest and Protect" approach focused on capital preservation and tactical rebalancing, employing model portfolios with discretionary trading authority.

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.

Shirley Ogden is a CFA® charterholder with 26 years of industry experience, currently with LEE Financial Company, LLC, where she has worked since 1993. In addition to her work at Lee Financial, she holds a part-time position at Timothy Carmody CPA, focusing on income tax preparation, research, and consulting. LEE Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm uses a team-based model centered on its WholeVision™ planning framework and manages tailored portfolios that may include a variety of investment vehicles, alongside offering family office and foundation services.

John Hamiter Jr. is a financial advisor with Level Four Advisory Services, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Level Four Advisory Services since 2021 and Harbor Financial Services, LLC since 2005. Outside of advising, he is a partner in GHMYS Group, LLP, which provides office support services. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across a diverse client base, including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, using model portfolios and a combination of direct management, affiliated sub-advisers, and third-party managers.

Ryan Coxe is a financial advisor at LEE Financial Company, LLC in Dallas, TX, holding a Series 65 designation with two years of industry experience. His work history includes roles at Lee Financial, RETC, Strong Capital, Dominus Commercial, and the Dallas Cowboys. LEE Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm uses a team-based model with a WholeVision™ planning framework, tailoring portfolios to clients’ specific liquidity, tax, income, and risk needs.

Carolyn Sterling is a CFP®-designated financial advisor at Prospera Financial Services, Inc. based in Dallas, TX, with 28 years of industry experience. She worked for Hd Vest Advisory and H.D. Vest Investment Securities, Inc. from 1995 until joining Prospera in 2022. Mrs. Sterling serves as a board member and secretary for the Young Men's Service League in Plano, TX. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals—including high-net-worth clients—retirement plans, trusts, estates, charities, and businesses, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.