Caleb Brian is a Certified Financial Planner® with eight years of industry experience. He has worked at True North Advisors, LLC since 2019 and previously spent six years at Tolleson Private Wealth Management. 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, complemented by passive indexed ETFs, separately managed accounts, and alternative or private investments.

Scott Coya is a financial advisor with Hilltop Securities Inc., holding a Series 66 designation and 22 years of industry experience. His prior firms include Barclays Capital Inc., The Prudential Insurance Company of America, and D.A. Davidson & Co. Hilltop Securities serves individual, high-net-worth, and institutional clients with investment advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions, combining custody, banking, and market-making capabilities on an open-architecture platform.

Chrystal Badillo is a financial advisor at Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 66 licenses with 36 years of industry experience. Her prior work includes roles at Westwood Management Corp. and Foreside Fund Services, LLC. She serves as a board member for Reading Partners North Texas, a nonprofit organization focused on improving children's reading skills. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers through a mix of model portfolios and wrap platforms.

Michele Bergeron is a CFP®-certified financial advisor at Lee Financial Company, LLC with 20 years of industry experience. She has worked at Lee Financial Company since 2020 and previously held roles at Lake Point Wealth Management, JP Morgan Securities, and Ameriprise. Outside of financial advising, Michele teaches spin cycling classes at LA Fitness. 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 model centered on its WholeVision™ planning framework and manages a range of investment strategies, including private pooled investment vehicles.

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.

Charles Elhoff Jr. is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 63 designation and 52 years of industry experience. He has worked at several firms, including LPL Financial and Good Life Advisors, LLC. Outside of advisory roles, he is a licensed life and health insurance agent and serves as a FINRA arbitrator. Great Valley Advisor Group is an SEC-registered multi-team investment adviser that serves individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers to tailor portfolios to client objectives.

Juan Rosas is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Ally Invest Advisors since 2025 and previously worked at TD Ameritrade and Ally Invest Securities. Outside of finance, he owns 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 platforms. The firm uses model portfolios based on Modern Portfolio Theory and offers a range of investment services including automated and advisor-delivered personal advice.

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 with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior work includes roles at Robinhood Markets, Inc. and Robinhood Securities, LLC. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions on an open-architecture platform that incorporates third-party and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities alongside its brokerage and advisory functions.

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® professional with 10 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors. Prior to joining United Capital, he held roles at Apexium Insurance Services, Apexium Financial, Soundwatch Capital, and Capstone Wealth Management. Outside of advisory work, he is licensed as an insurance agent for life, health, and annuity products. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm’s investment approach is tailored through client-specific financial plans and offers access to a broad range of managed strategies, including ESG and faith-based options.

Clinton Barnes is a financial advisor at BOK Financial Securities, Inc. in Plano, TX, with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Merrill, Liberty Capital Bank, and Allstate Insurance, among others. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research for tailored allocations based on client goals.

Travis Martin is a financial advisor at Geneos Wealth Management, Inc. in Addison, TX, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Weaver, Ware & Martin Wealth Management and Advisory Services, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Martin is also an independent representative for fixed insurance sales and a member of WWM Advisory Services LLC. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers through various programs, using a blend of fundamental, technical, and tactical strategies tailored to client needs.

Kyle Blair is a financial advisor with Prospera Financial Services, Inc. in Grapevine, TX, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior work history includes roles at Charles Schwab & Co., Inc., Mr. Cooper, Caliber Home Loans, and Quicken Loans. There are no additional outside activities noted. 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 business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

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® professional with 29 years of industry experience, currently serving at Level Four Advisory Services. His prior experience includes roles at LPL Financial and Wells Fargo Advisors. Outside of financial advising, he is also a self-employed musician, composer, producer, and band director. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and a diverse client base. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a mix of affiliated and third-party sub-advisers.

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.

Kurt Koke is a financial advisor with Prospera Financial Services, Inc. in Hurst, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Prospera since 2004. 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 business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.