Christopher Cassidy is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding a Series 66 license and 18 years of industry experience. His career includes roles at LPL Financial, Cambridge Investment Research, GreenState Credit Union, and Wells Fargo. 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 access to third-party platforms, combining retirement-plan advisory capabilities with affiliated program sponsorships.

Laura Skalak is a financial advisor with Advisor Resource Council, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Advisor Resource Council since 2012 and also has a tenure at LPL Financial dating back to 2010. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, retirement plan consulting, and referrals to third-party money managers and LPL advisory programs. The firm employs actively managed strategies that combine artificial intelligence tools with fundamental analysis, offering diversified portfolios reviewed at least annually.

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.

Matthew Borowski is a financial advisor at True North Advisors, LLC in Dallas, TX, with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with True North Advisors since 2013. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions by providing comprehensive financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach with an emphasis on value-oriented strategies, incorporating passive indexed ETFs, separately managed accounts, and alternative investments as appropriate.

Todd May is a financial advisor at Realta Investment Advisors, Inc. He holds a Series 66 designation and has experience working in various roles since 2004, including positions at Constellation Brands and Republic National Distributing Company. Todd joined Realta Investment Advisors in 2026. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and employs diverse investment strategies across multiple asset classes, supported by a range of portfolio management and retirement-plan consulting services.

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.

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.

John Abney is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual/United Of Omaha Insurance Company since 1991. Outside of his advisory role, he is an insurance agent selling various health and life insurance products and serves as president of AP Financial, Inc. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting through a network of Investment Advisor Representatives using approved model portfolios and discretionary strategies.

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.

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® and holds a Series 65 license, with six years of industry experience. He has been with Lee Financial Company, LLC since 2019. Prior to joining the firm, he worked at Texas A&M University - Commerce for four years. 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 uses a team-based model with an Investment Committee and employs a WholeVision™ planning framework, integrating various aspects of client capital and goals.

Jeffrey Kaufman is a financial advisor at Integrity Advisory Solutions with 25 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Concorde Asset Management, WR Wealth Planners LLC, and ownership of JK Financial, LLC. Outside of finance, he manages Kaufman Family Farms, a farming operation. 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, and retirement consulting through a network of advisers, utilizing third-party platforms and a broad range of investment strategies.

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® practitioner with two years of industry experience, currently affiliated with Level Four Advisory Services in Dallas, TX. His prior experience includes roles 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. The firm serves individuals, corporations, retirement plans, and municipal entities, offering financial planning, asset management, retirement-plan consulting, and introduces clients to third-party money managers and wrap-fee programs.

Matthew Medell is a financial advisor at M Holdings Securities, Inc. with seven years of industry experience. He holds a Series 66 designation and has previously worked 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 Member Firms and Financial Professionals. The firm offers a broad mix of advisory and brokerage services, including investment management, retirement plan consulting, and financial planning, utilizing both in-house portfolio managers and third-party sub-advisors.