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.

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.

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.

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 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® 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.