Michele Bergeron is a CFP® certified financial advisor with 20 years of industry experience, currently with LEE Financial Company, LLC since 2020. Prior to joining Lee Financial, she held positions at Lake Point Wealth Management, JP Morgan Securities, and Ameriprise. Outside of her advisory work, she teaches spin cycling classes at LA Fitness. LEE Financial Company provides fee-only financial planning and discretionary and non-discretionary portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based model centered on its WholeVision™ planning framework and acts as investment adviser to private pooled investment vehicles and family office clients.

Charles Mays is a financial advisor with Mariner Independent in Plano, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Mays Wealth Management Group LLC since 2020, serving as managing partner and providing investment advisory services through Mariner Platform Solutions. His prior experience includes roles at Sloan Investment Management and Smith Anglin Financial, LLC. Mariner Independent offers investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm combines independent adviser expertise with model portfolios, third-party managers, and institutional resources, supporting both discretionary management and retirement plan services.

Juan Rosas is a financial advisor with Ally Invest Advisors, holding Series 66 and Series 63 licenses and seven years of industry experience. He has worked at Ally Invest Securities LLC and TD Ameritrade and is currently the owner of Rosas Construction, a construction and remodeling business. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm offers ETF-based robo portfolios and personal advice services based on model portfolios using Modern Portfolio Theory across five risk tiers.

Michael Elias is a financial advisor with Thurston Springer Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 16 years. Elias owns two businesses, including Elias Innovations, LLC, which produces drinkware for bottles. Thurston Springer Advisors serves individuals, high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering a range of financial planning, portfolio management, and fiduciary services. The firm employs a combination of charting, fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

Mark Jameson is a financial advisor at Hilltop Securities Inc. with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Hilltop Securities in multiple roles since 2016, also spending time at Robinhood Markets, Inc. and Robinhood Securities, LLC. Hilltop Securities serves a diverse client base, including individual, high-net-worth, and institutional clients, offering advisory and broker-dealer services through an open-architecture platform that incorporates third-party and firm-sponsored investment strategies. The firm combines custody, banking, and market-making capabilities, providing a range of specialized programs and services.

Brian Marlar is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Momentum Independent Network Inc. since 2008. He is based in Big Spring, TX. Outside of his advisory role, Marlar serves on the board of the Shane Kemper Foundation, which awards scholarships to local students pursuing medical careers, and is active with Gideons International as a camp treasurer and speaker. Momentum Independent Network serves a diverse client base including individuals, high-net-worth clients, charities, corporations, institutions, and banks. The firm offers advisory and brokerage services, utilizing third-party managers and Envestnet for investment models, trading, and rebalancing, with notable integration of Hilltop affiliates and specialized municipal bond strategies.

Cory Chmelka is a CFP® with 10 years of industry experience and is currently with United Capital Financial Advisors. He has held roles at Apexium Insurance Services, Apexium Financial, Soundwatch Capital, and Capstone Wealth Management. Outside his advisory work, he maintains ownership in Soundwatch Capital and holds insurance licenses for life, health, and annuity products. 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 offers a customizable investment platform and supports affiliated services such as legal, trust, lending, and technology solutions.

Clinton Barnes is a financial advisor at BOK Financial Securities, Inc. with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Merrill, Liberty Capital Bank, and Allstate Insurance. His background includes roles in both financial services and the automotive industry. BOK Financial Advisors serves a diverse client base, including individuals, high-net-worth clients, corporations, municipalities, and sovereign wealth funds. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client interaction with investment research and asset allocation managed by its Strategic Investment Advisors.

Travis Martin is a financial advisor with Geneos Wealth Management, Inc. in Addison, TX, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. He has worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co, and currently operates Weaver, Ware & Martin Wealth Management and Advisory Services as an independent representative for fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and referrals to third-party money managers through various traditional and wrap-fee programs. The firm employs a diverse range of investment strategies and offers customized or model-based account solutions, overseeing more than $5.5 billion in client assets.

Michael Curtis is a CFP® with seven years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2021. Before joining Brighton Jones, he worked four years at Tolleson Wealth Management. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, including a Personal CFO offering and comprehensive financial planning solutions. The firm employs a whole-balance-sheet approach and offers services ranging from discretionary portfolio management to family office administrative support, supported by an affiliated ecosystem that includes private investment funds and trust services.

Giovanni Flores is a financial advisor at Geneos Wealth Management, Inc. with six years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, he operates as an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and customizable portfolio options.

Terry Thompkins II is a CFP® with 29 years of industry experience, currently serving at Level Four Advisory Services since 2016. His prior roles include positions at LPL Financial, Wells Fargo Clearing, and Fidelity. Outside of financial advisory, he is also a self-employed musician, composer, producer, and band director. 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 fiduciary services, utilizing model portfolios and multiple custodians and third-party providers.

Erica Rodriguez is a financial advisor at MissionSquare Retirement with nine years of industry experience. She has held roles at MissionSquare Investment Services since 2022 and previously worked at JPMorgan Securities LLC and JP Morgan Chase Bank NA. Outside of her advisory work, she also provides notary signing services. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include managed accounts and fund advice developed by Morningstar Investment Management and delivered through multiple channels to MissionSquare accounts.

David Rollins is a financial advisor at StoneX Advisors Inc. in Dallas, TX, with 14 years of industry experience. He holds the Series 66 designation and has worked at StoneX Advisors Inc. since 2016, previously spending time at StoneX Securities Inc. and Morgan Stanley. Outside of his advisory role, Rollins is actively involved with the Boy Scouts of America in several leadership positions, including Council Relations Lead for National Service Territory 7. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm uses both proprietary and third-party models implemented on multiple platforms and operates as part of the broader StoneX Group, which includes integrated clearing and custody services.

Megan Price is a financial advisor at Arax Advisory Partners in Dallas, TX, with 16 years of industry experience. She holds a Series 66 designation and has previously worked at U.S. Capital Wealth Advisors, LLC, USCA Securities LLC, and Wells Fargo Clearing. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm manages accounts on a fiduciary basis using a combination of in-house portfolio teams, external managers, model portfolios, and a range of traditional and alternative investments.

Ashley Clark is a financial advisor with Root Financial Partners in Sachse, TX, holding a Series 65 designation and two years of industry experience. Prior to joining Root Financial Partners in 2026, Clark worked at Cain, Watters & Associates, LLC for six years and has experience at Kepner CPA and Solis Mammography. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and retirement-plan relationships. The firm emphasizes broadly diversified, passive allocations using index funds and ETFs, tailoring portfolios to client objectives, risk tolerances, and tax considerations.

Kevin Welch is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include over two decades at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he serves as a treasurer for Sunshine Scout, an S corporation formed for his daughters' business. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion for a diverse client base that includes individual investors, retirement plans, corporations, and nonprofit organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios developed internally or through sub-advisers.

Colin Green is a CFA® charterholder and holds a Series 65 license with one year of industry experience. He is currently with Western Wealth Management LLC in Dallas, TX, having previously worked at Blueheel LLC, Belmont Group, Inc., Aprisent Financial Group, and Cloverdale Capital Management. His background also includes roles at the Veterans Affairs - National Institute of Health and Southern Methodist University. Western Wealth Management serves a diverse client base, including high-net-worth individuals, corporations, retirement plans, and institutional clients. The firm operates a decentralized network of investment adviser representatives, providing a range of portfolio management and financial planning services through multiple model portfolios and investment strategies.

Erin Thomas is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Prospera in 2022, she worked at Tiago Title and US Realty Co, and spent over two decades at Spring Creek Academy. Outside of her advisory role, she also participates in part-time grocery delivery through Shipt and Instacart. 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 other business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Frederick Haiman is a financial advisor at SageSpring Wealth Partners with 10 years of industry experience. He holds a Series 65 designation and previously worked at Pollock Advisory Group, Inc. from 2015 to 2017. In addition to his advisory role, he owns Haiman Law, PC, a law firm specializing in estate planning, elder law, business, and real estate. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and serving a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management and financial planning with a goals-based approach, utilizing a range of strategies and third-party manager oversight.