Gary Schmidt is a financial advisor with Level Four Advisory Services in Minnetonka, MN. He holds a Series 66 designation and has 19 years of industry experience. Prior to his current role, he worked at LPL Financial from 2014 to 2021. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and a diverse client base, including individuals, retirement plans, corporations, and nonprofit organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, with an investment approach that utilizes model portfolios and a combination of internal and third-party management.

Peyton Campbell is a financial advisor at Cain, Watters & Associates, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Huselton Morgan & Maultsby as well as in academic roles at the University of Texas at Dallas and Texas State University. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to individuals, trustees, and plan sponsors, with a particular focus on dental healthcare professionals. The firm offers a range of solutions including ERISA plan advisory, pooled trust offerings, and model-based unified managed accounts.

Mitchell Zaelit is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc. and TD Ameritrade. He also serves as a digital product director focused on wealth management and robo-advice products. Ally Invest Advisors serves a broad retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated and advisor-led services. The firm employs ETF-based portfolios aligned with Modern Portfolio Theory and delivers investment management at scale through digital and automated processes.

Laura Fleites Rodriguez is a CFP®-certified financial advisor with four years of industry experience, currently with Hilltop Securities Inc. in Plano, TX. She has previously worked at Munn Gray & Associates and Raymond James Financial Services, Inc. Hilltop Securities serves a diverse client base including individual, high-net-worth, and institutional clients, offering a range of advisory and brokerage services on an open-architecture platform that combines third-party and firm-sponsored investment strategies.

John Rivera is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked for J.P. Morgan Securities and JPMorgan Chase Bank, NA, each for 11 years, and managed The Finishing Touch Painting Co. for 20 years. Hilltop Securities Inc. serves individuals, corporations, nonprofits, and institutional clients by providing brokerage, advisory, and retirement-plan consulting services. The firm uses an open-architecture platform offering multiple managed account programs and distinctive capabilities such as municipal bond strategies co-advised by Franklin Templeton and custody services uncommon among enterprise advisers.

Travis Doyle is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at USAA Life Insurance Company and USAA financial planning services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public, delivering a Retirement Income Strategy Report and referring clients to Charles Schwab for investment products and account services.

Daniel Peters is a financial advisor at LEE Financial Company, LLC in Dallas, Texas, with 21 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Lee Financial Corporation since 2009. 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 also serves as general partner and investment manager for several affiliated private partnerships and pooled investment vehicles.

Charles Bingham is a CFP® with 21 years of industry experience, currently serving as an advisor at Sunbelt Securities, Inc. since 2010. He holds the Series 66 designation and has been involved in fixed life insurance sales on a limited basis outside of his advisory role. Sunbelt Securities manages approximately $2.0 billion across a diverse client base including individual investors, charitable organizations, and corporate clients, offering portfolio management, financial planning, and access to third-party money managers through a network of independent advisory representatives.

Alan Tipton Jr. is a financial advisor with Level Four Advisory Services, holding a Series 63 designation and bringing 33 years of industry experience. His career includes roles at LPL Financial and Level Four Financial, LLC. Outside of advising, he is a managing member of Tipton Restaurant, LLC, a food service business in Shreveport, LA. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, employing model portfolios and both affiliated and unaffiliated sub-advisers.

Emily Smeltz is a CFP® professional with six years of experience at Lee Financial Company, LLC, located in Dallas, TX. Prior to joining Lee Financial, she worked at The Michael's Organization and in the hospitality industry. Lee Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm operates a team-based model centered on its WholeVision™ planning framework and manages tailored portfolios that include a variety of investment types.

Kevin Adkins is a CFP® professional with 35 years of industry experience, currently serving as an advisor at Level Four Advisory Services since 2021. He has been involved with Level Four Financial, LLC since 2004. Outside of his advisory role, he maintains a non-investment entity related to personal health insurance management. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and approximately 13,865 client relationships. The firm serves a diverse client base, offering fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services through tailored strategies and a range of affiliated and unaffiliated sub-advisers.

Jennifer Klein is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, holding a Series 65 designation with 17 years of industry experience. She has been with Cain, Watters & Associates since 2017 and previously worked at Barre3 PLANO from 2016 to 2019. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to individuals, trustees, and plan sponsors, with a specialized focus on dental healthcare professionals. The firm offers a range of solutions including discretionary and non-discretionary account management, ERISA plan advisory, and donor-advised fund management, supported by affiliations with a bank and related financial entities.

Kaitlin Mitchell is a Series 65-licensed financial advisor with Cain, Watters & Associates, LLC in Frisco, TX, where she has worked since 2011. She has 10 years of industry experience. Cain, Watters & Associates provides financial planning, retirement planning, and investment management to individuals, trustees, and plan sponsors, with a particular focus on dental healthcare professionals. The firm offers both discretionary and non-discretionary solutions across multiple platforms and includes specialized services for practice transition and dental service organization matters.

James Mars is a CFP® with 39 years of industry experience, currently serving at Balefire, LLC. He has held positions at Purshe Kaplan Sterling Investments and LPL Financial LLC, and is the CEO of Fuse Partners, LLC dba VisionPoint Advisory Group. Outside of his advisory work, he is involved in the sale of fixed and traditional insurance products and manages a personal LLC for business-related expenses. Balefire, LLC serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities, providing discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment approach centered on an Investment Committee that develops model portfolios using a core-plus-tactical philosophy and licensed third-party research.

Colton Shields is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Geneos Wealth Management, Inc. and Professional Wealth Management Group, where he has worked since 2021. Colton also operates as an independent representative for various insurance carriers in fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, institutions, and high-net-worth clients with financial planning, portfolio management, and referrals to third-party money managers. The firm uses a combination of fundamental and technical strategies and offers customized accounts, model-based allocations, and advisor-managed platforms.

Luke Tolson is a financial advisor at Prospera Financial Services, Inc. in Grapevine, TX, holding a Series 66 designation with 14 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney before joining Prospera in 2018. In addition to his advisory role, he provides accounting and business consulting services for DOT Compliance Group. Prospera Financial Services 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 businesses, offering financial planning, portfolio management, and access to multiple advisory platforms, including both discretionary and non-discretionary account management options.

Sean Murphy is a financial advisor at Alexander Capital Wealth Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Maxim Group LLC and Newbridge Securities. Outside of his advisory work, he is involved with Team Enterprises, where he manages VIP customer relations for liquor brands at Dallas Mavericks and Dallas Stars games. Alexander Capital Wealth Management LLC provides investment advisory services to individual, high-net-worth, institutional clients, and issuers, combining proprietary technical analysis with fundamental review to manage portfolios using discretionary management, sub-advisers, and model portfolios. The firm also offers capital markets and M&A advisory work alongside wrap-fee programs and third-party money manager recommendations.

Charles Loretto is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 designation and 18 years of industry experience. He has been with Cain, Watters & Associates, P.L.L.C. since 2001. Mr. Loretto has a minority ownership interest in Tectonic Financial, Inc., a publicly traded company with financial industry affiliates, and holds ownership interests in entities related to client business services at Cain, Watters & Associates. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management primarily to dental healthcare professionals, individual investors, and trustees or plan sponsors of pension and profit-sharing plans. The firm also offers accounting and tax services as a Certified Public Accountancy and donor-advised fund services, utilizing multiple investment programs including pooled collective investment funds and unified managed accounts, with a significant portion of assets managed on a non-discretionary basis.

Nicholas Yokley is a Series 65-licensed advisor with Signal Advisors Wealth, LLC, based in Fort Worth, TX, with one year of industry experience. Prior to joining Signal Advisors Wealth, he worked at Legacy Retirement Solutions and American Senior Benefits. He also maintains activities as an insurance agent, selling various insurance products. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded IARs, and their retail clients. The firm uses a primarily top-down, tactical asset allocation process with sector rotation and supplements it with fundamental, quantitative, and technical analysis.

Robert Morales is a CFP® professional with 17 years of industry experience, currently serving at Hilltop Securities Inc. since 2020. His prior roles include positions at Transamerica, USAA Investment Services Company, and Strategic Wealth Management Inc. He was president of DRAG Ventures, a non-investment-related business in the process of closing. Hilltop Securities serves both individual and institutional clients, offering a range of advisory and brokerage services, including managed accounts, financial planning, and retirement-plan consulting. The firm operates on an open-architecture platform featuring both third-party and proprietary strategies, and integrates custody, banking, and market-making capabilities.