Kevin Marsh is a financial advisor with Calton & Associates, Inc. in Coppell, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Calton & Associates since 2013 and is also a partner in Bear Marsh, LLC, a holding company focused on acquiring financial institutions. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients with portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and utilizes a variety of analytic approaches, operating both as a registered investment adviser and a broker-dealer.

Matthew Shores is a financial advisor with Merit Financial Advisors in Frisco, TX, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at PKS Investments, Stratos Wealth Partners, Lifestyle Planning Solutions, LPL Financial, and The Botsford Group. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across 144 advisors, serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and tailored strategies, overseen by a central Investment Management team and Investment Committee.

Daniel Anderson is a financial advisor at Mutual of Omaha Investor Services, Inc. with 10 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes roles at Mutual of Omaha Advisors, Anderson Family Wealth Management LLC, and Mutual of Omaha Insurance Company. Additionally, he has worked with the Texas Scottish Rite Hospital for Children and is also licensed as an insurance agent specializing in life, health, annuities, major medical, and property and casualty insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account programs. The firm operates through platform relationships with Envestnet and maintains a multidisciplinary structure alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Christopher Cervantes is a financial advisor at Hilltop Securities Inc. in Dallas, TX, with 14 years of industry experience. He holds a Series 66 designation and has been with Hilltop Securities since 2005. Outside of his advisory role, he is the sole owner of TOVA Investment LLC, an entity created to hold real estate rental property. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan consulting, and a range of brokerage and custody functions. The firm provides an open-architecture platform that includes third-party and firm-sponsored strategies, along with custody, banking, and market-making capabilities.

David Neubrander is a financial advisor at Level Four Advisory Services with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Level Four Advisory Services since 2021, having also worked at Level Four Financial, LLC since 2007. Outside of his advisory role, he owns Neubrander Financial Services, an insurance sales business. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across diverse client types, including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of direct management and sub-advisers.

Richard Harrington is a CFP® with 25 years of industry experience. He is currently a financial advisor at Level Four Advisory Services and has held prior roles at Mid-Atlantic Securities, Inc. and Raymond James Financial Services, Inc. He serves as a board member for the UVA Community Health Unified Community Board, a nonprofit hospital system. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and introduces clients to third-party money managers and wrap-fee programs.

Jamie Scott is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has worked at True North Advisors, LLC since 2019 and previously spent three years with Moss Adams Wealth Advisors LLC. Based in Dallas, TX, he currently serves as part of a multi-team practice. 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, institutional clients, and other business entities, offering comprehensive financial planning and portfolio management with a value-oriented, diversified investment approach across multiple asset classes.

Robert Wright III is a financial advisor at Belpointe Asset Management LLC based in Dallas, TX. He holds a Series 65 credential and has one year of industry experience. His prior work includes positions at Opus Wealth Management and Elligo Health Research. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios and co-advisory relationships, along with various proprietary and affiliate fund options.

Brannon Johnson is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at Fidelity Investments and Oxbow Calcining, LLC. Hilltop Securities serves a diverse client base including individual, high-net-worth, and institutional clients, offering managed accounts, financial planning, retirement-plan advisory, and brokerage services. The firm utilizes an open-architecture platform with third-party and firm-sponsored strategies, alongside custody, banking, and market-making capabilities.

Adam Spence is a CFP® with 20 years of industry experience, currently serving as a financial advisor at CX Institutional, LLC. His prior experience includes roles at CXI Advisors, LLC, Vestpro Financial Partners, Inc., CPF Texas, and LPL Financial. 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 various asset classes and offers a broad range of specialized strategy portfolios.

Trevor Dunfee is a CFP® professional with experience at True North Advisors, LLC and Texas A&M-College Station. He has been with True North Advisors since 2023. 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 focused on value-oriented strategies, supplemented by passive indexed ETFs, separately managed accounts, and alternative or private investments.

Adam Waszkowski is a CFA® charterholder with 16 years of industry experience, currently advising at Integrity Advisory Solutions in Dallas, TX. He previously worked at Namcoa for 13 years, Morgan Stanley for 2 years, and Citigroup Global Markets for 1 year. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other 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 sub-advisory services, employing a range of investment approaches including strategic and tactical asset allocation, model portfolios, and discretionary management.

Daniel Kleiner is a financial advisor at Ally Invest Advisors with five years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Corelogic, Ranstad LLC, and Xome prior to joining Ally Invest Advisors. He serves in a dually licensed capacity, supporting both Ally Invest Advisors and Ally Invest Securities. Ally Invest Advisors offers discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm uses model portfolios based on Modern Portfolio Theory and provides services ranging from automated investing to Financial Advisor-delivered Personal Advice.

Jeremy Day is a Series 66-licensed financial advisor with 13 years of experience at Prospera Financial Services, Inc. based in Dallas, TX. He has been with Prospera since 2013. Prospera Financial Services, Inc. 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 other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Robert Theisen Jr. is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding the PFS™ credential and Series 63 and 65 licenses. He has 35 years of industry experience, including prior roles at Investacorp Advisory Services, Inc. and Investacorp, Inc. Outside of his advisory work, he owns a tax preparation business and serves as president of an insurance-related firm. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet for investment advice, account management, and offers various managed account options along with integration of municipal bond strategies sponsored by Hilltop affiliates.

John Thurlow is a financial advisor at Prairie Capital Management Group, LLC in Dallas, TX, holding a Series 66 designation with 11 years of industry experience. He previously worked at Goldman Sachs from 2014 to 2018 before joining Prairie Capital in 2019. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients by providing asset consulting, investment supervisory services, and managing limited partnerships and pooled investment vehicles. The firm employs a multi-manager, multi-strategy approach, setting allocation parameters and selecting independent portfolio managers rather than directly investing client assets for most accounts.

Michael Anderson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at True North Advisors, LLC since 2009. Based in Dallas, TX, he holds the Series 65 designation. 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, while incorporating passive indexed ETFs, SMAs, and alternative or private investments as appropriate.

Christopher Cassidy is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. His career includes roles at several firms such as LPL Financial, Cambridge Investment Research, Wells Fargo, Truist Investment Services, and Merrill. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, sub-advisory programs, and client referral services while integrating retirement-plan advisory capabilities with affiliated program sponsorship.

Laura Skalak is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has worked at Advisor Resource Council since 2012 and previously at LPL Financial and Edward Jones. Advisor Resource Council is an SEC-registered adviser that serves individuals, retirement plans, charitable organizations, and businesses. The firm combines artificial intelligence with fundamental analysis to manage assets and provide financial planning through a network of investment adviser representatives using various model and custom strategies.

Kris Westergaard is a CFP® professional with 23 years of industry experience, currently serving at Momentum Independent Network Inc. since 2009. He holds Series 66 registration and is based in Dallas, TX. Westergaard is also a trustee for two family-owned farm trusts, the Edgar Johnson Trust and the Mildred Westergaard Trust. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients. The firm offers advisory and brokerage services with a platform model that integrates third-party managers and Envestnet, and features specialized municipal bond strategies sponsored through Hilltop affiliates.