Torey Pellegrini is a CFA® charterholder with 14 years of industry experience. He is currently an advisor at The London Company of Virginia, where he has worked since 2023. His prior roles include positions at Amundi Distributor US, Inc., Harbor Capital Advisors, Harbor Funds Distributors, and Pioneer Investment Management USA, Inc. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, charitable organizations, and institutional investors using a conservative, bottom-up equity process focused on downside protection.

Allen Gentry IV is a financial advisor at Integrity Advisory Solutions with four years of industry experience. He holds the Series 66 designation and has worked previously at Jarvis Financial and Ameriprise. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services through a network of advisers, using a range of investment strategies and third-party platforms.

Eric Smith is a financial advisor with Lee Financial Company, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Lee Financial Corporation since 2011. Outside of his advisory role, he is a contract and recording musician, occasionally performing guitar at church services and creating original music for licensing. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, as well as trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm employs a team-based model with an Investment Committee overseeing asset allocation and manager selection, and it offers a WholeVision™ planning framework that integrates various aspects of clients’ financial and personal goals.

Adrian Podsednik is a financial advisor at Level Four Advisory Services with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Avantax Advisory Services, LPL Financial, and Cetera Wealth Services. In addition to his advisory role, he provides accounting, tax, and consulting services through his accounting firm, Podsednik & Company, P.C. Level Four Advisory Services is an SEC-registered 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, utilizing model portfolios, wrap platforms, and unaffiliated sub-advisors.

Ryan Murray is a financial advisor at Soltis Investment Advisors, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments, Motivosity, Oasis Outsourcing, Fairstream, Choose Greatness, Qualtrics, Union Pacific Railroad, and Brigham Young University. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individual clients, institutions, trusts, endowments, and retirement plans. The firm combines Modern Portfolio Theory with quantitative screening and qualitative manager due diligence to manage approximately $13 billion in client assets.

Stephen Luby is a financial advisor with Retirement Planners of America, holding Series 63 and Series 66 designations and 16 years of industry experience. His prior experience includes roles at Eagle Strategies and New York Life Insurance Company. Retirement Planners of America provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and retirement plan participants, primarily through a wrap-fee investment program. The firm employs an “Invest and Protect” approach focused on capital preservation and tactical rebalancing using model portfolios with ETFs and mutual funds.

Shailesh Negandhi is a financial advisor at FourStar Wealth Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials with 20 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Bridgeway Wealth Partners. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management using fundamental and technical analysis, tailoring portfolios to clients’ risk tolerances and objectives.

Michael Lloyd is a financial advisor at Hilltop Securities Inc. with five years of industry experience. He holds a Series 66 designation and has worked in various roles including at Trademark Property Co. and Texas Christian University. Outside of his advisory career, he was involved with the Tassajara Valley Little League for ten years. 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 operates on an open-architecture platform utilizing third-party technology and managers, and it combines custody, banking, and market-making capabilities within its service offerings.

Adrienne Anthony is a CFP® and holds a Series 65 license with 11 years of industry experience. She has worked at Lee Financial Company, LLC since 2022 and previously spent eight years at Murphy & Sylvest. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, as well as trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm operates a team-based model with an Investment Committee overseeing asset allocation and manager selection, and employs a WholeVision™ planning framework to address liquidity, income, growth, and tax considerations in client portfolios.

Ashley Heineman is a financial advisor at Concurrent Investment Advisors, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Concurrent, Ashley worked at Fisher Investments, United Capital Financial Advisors, and Goldman Sachs Personal Financial Management. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors managing about $9.9 billion in client assets, employing a long-term, customized portfolio approach using a variety of investment vehicles.

Christopher Habib is a CFP® with seven years of industry experience currently advising at Abacus Wealth Partners since 2019. His prior experience includes roles at Sullivan, Bruyette, Speros & Blayney and Monument Wealth Management. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, trusts, charitable organizations, and business entities. The firm employs a passive-oriented, asset-class investment approach and incorporates ESG screening upon client request, while also sponsoring the Align Impact private fund for qualified investors.

Taylor Heifetz is a financial advisor at Hilltop Securities Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Charles Schwab, HD Vest Advisory Services, and Fidelity Brokerage Services LLC. His career spans roles at various financial services companies over the past decade. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed account programs, financial planning, retirement-plan consulting, and a variety of municipal bond strategies and specialty programs.

Todd Simmons is a financial advisor with LPL Financial based in Mansfield, TX, holding Series 63 and 66 licenses and bringing 25 years of industry experience. He has served as an investment advisor through Advisor Resource Council since 2015. Simmons is also a member of the City Council in Mansfield, TX. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

David Abdulky is a financial advisor at Momentum Independent Network Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SWS Financial Services Inc. since 2003. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing third-party managers and integrated platforms to deliver customized investment solutions.

Anil Kumar is a financial advisor with USAA Investment Services Company, holding Series 65 and Series 63 licenses and bringing four years of industry experience. His prior roles include positions at NYLife Securities LLC and Fisher Investments. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, delivering Retirement Income Strategy Reports and facilitating referrals to third-party advisers rather than managing client assets directly.

Christopher Bredeson is a financial advisor at CX Institutional, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments for 12 years before joining CX Institutional in 2024. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and offers specialized strategy portfolios including ESG and blockchain options.

Gerald Dietz is a financial advisor with Cape Investment Advisory, Inc. in Addison, TX, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at American Global Wealth Management, Cape Securities, Inc., and Keystone Capital Corporation. He also serves as an adjunct instructor at Richland College. Cape Investment Advisory, Inc. serves individuals, businesses, and various entities with discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers. The firm emphasizes personalized asset allocation plans based on clients’ financial situations, objectives, and risk tolerance.

Gregory Dvorocsik is a financial advisor at SpiderRock Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch Investment Managers and BlackRock Investments since 2006, with a career at Merrill Lynch dating back to 2000. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, utilizing a rules-based, systematic approach that combines quantitative and fundamental inputs. The firm is known for its focus on listed derivatives and dynamic option overlays, serving a diverse client base including asset managers, registered investment advisors, banks, family offices, pension funds, and high-net-worth individuals.

Richard Feild is a financial advisor at Hilltop Securities Inc. in San Antonio, TX, holding Series 63, 65, and 66 licenses with 49 years of industry experience. He has been with Hilltop Securities since 2016. Outside of finance, Feild is involved in film production, serving as co-writer, co-producer, and executive producer for several independent film projects. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutions, managing approximately $2.25 billion in assets. The firm offers a range of managed account programs through an open-architecture platform, combining adviser-managed and model-based investment solutions with custody and specialized municipal bond strategies.

John Allen Jr. is a financial advisor with Hilltop Securities Inc. in Plano, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at PNC Investments, BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., Compass Bank, and TD Ameritrade. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm offers a range of managed account programs through an open-architecture platform and features custody capabilities and co-advisory municipal bond strategies that distinguish its operational approach.