David Geschke is a financial advisor at Level Four Advisory Services with 35 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at The Mather Group, Lincoln Investment, Capital Analysts, Avantax Investment Services, and Hilltop Securities. 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 access to third-party money managers through model portfolios and various wrap platforms.

John Bryan is a financial advisor at Level Four Advisory Services with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Level Four Advisory Services since 2021, also associated with Level Four Financial, LLC since 2010. Outside of his advisory work, he serves as president and team manager of the Evanston Adult Hockey Association, a sports club he started in 2023. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of direct management, affiliated sub-advisers, and third-party managers.

Charles Dix is a financial advisor at Arax Advisory Partners in Dallas, TX, holding Series 63 and Series 65 credentials with 42 years of industry experience. His prior roles include positions at U.S. Capital Wealth Advisors, Wells Fargo Clearing, and Morgan Stanley. Outside of his advisory work, he is a trustee for several family trusts and is a majority owner of ACTFIT LLC, a business providing advice in fitness and nutrition, and serves as a FINRA arbitrator. Arax Advisory Partners delivers wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs in-house portfolio teams, external managers, and model portfolios, offering both traditional and alternative investments while integrating AI tools and third-party analytics into its investment research and operations.

Alan Keppler is a financial advisor at Titleist Asset Management, LLC with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at JP Morgan Securities, Merrill, and Bank of America. Keppler is also a managing partner and investment advisor at Paragon Private Wealth Group. Titleist Asset Management provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers customized portfolio management, financial planning, and retirement plan consulting, following a rules-based Total Return framework overseen by an investment committee.

Arthur Salmon is a financial advisor with BFC Planning, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with BFC Planning and Berthel Fisher & Company Financial Services since 2012. Outside of financial services, he is involved in an e-commerce business distributing automotive parts. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships with approximately $3.8 billion in assets under management and offers flexible fee arrangements and a variety of investment program structures through independent advisory representatives.

Sherrie Smith is a financial advisor at Eversource Wealth Advisors, LLC in Dallas, TX, holding Series 65 and Series 63 licenses with five years of industry experience. Her prior roles include positions at Eventide Asset Management, LLC, Foreside Fund Services, LLC, and Northern Lights Distributors, LLC. She has also been involved with White Rock Rowing and has a background that includes work at Southern Methodist University and Park Cities Presbyterian Church. Eversource Wealth Advisors serves a diverse client base, including individuals, families, estates, trusts, charitable foundations, and other RIAs, providing wealth management, financial planning, investment advisory, and consulting services. The firm offers multiple investment programs and operates a private markets platform, combining advisory services with management of private pooled investments.

Bradley Weddle is a Certified Financial Planner™ with 37 years of industry experience. He has been with Advisor Resource Council since 2013 and also maintains a long-standing affiliation with LPL Financial beginning in 2007. Weddle teaches a Retirement Planning Today course for Mesquite Independent School District Community Education. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and retirement plan consulting. The firm combines artificial intelligence tools with fundamental analysis to offer model and custom investment strategies through its AIQ platform, while also utilizing third-party advisory programs to tailor solutions to client needs.

Joseph Lesnick is a financial advisor at BakerAvenue Asset Management with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Charles Schwab and Scroggins Advisory Strategies. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and comprehensive financial planning services, utilizing a range of quantitative, fundamental, and tactical investment strategies.

Christina Broyles is a financial advisor at Capital Analysts with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Lincoln Investment since 2015. She is also involved as an educational consultant and tutor for students with learning differences through Lakemere Learning. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, customized model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Karen Lessard is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her career includes roles at Raymond James Financial Services, Concorde Investment Services, and Woodbury Financial Services. Level Four Advisory Services is an SEC-registered enterprise adviser managing over $5 billion across 115 advisors and serves a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, discretionary and non-discretionary asset management, and retirement plan advisory services, utilizing model portfolios developed internally or through sub-advisers.

William Campbell is a Series 65-licensed financial advisor with 18 years of industry experience. He has worked at IAMS Wealth Management, LLC since 2017 and has held a managerial role at Professional Insurance Elite since 2008, where he oversees accounting and recruiting personnel. Campbell previously owned and managed Clearview Retirement Group, which is currently a dormant entity. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives and risk tolerances, utilizing a range of investment vehicles and model portfolios.

Jennifer Lander is a financial advisor at Realta Investment Advisors, Inc. in Dallas, TX, with 12 years of industry experience. She holds a Series 66 designation and previously worked at Titan Securities for nine years. Outside of her advisory role, she operates under the DBA Lonestar Wealth Advisors and is licensed to sell fixed insurance products in Texas. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, pension and profit-sharing plans, and institutional clients. The firm focuses on individualized advice and employs a wide range of investment strategies, including asset allocation across various asset classes, with institutional resources and third-party manager programs.

Everett Franks is a financial advisor at Coppell Advisory Solutions LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at firms including Capital City Financial Partners and Integrated Advisors Network, LLC. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individual and institutional clients. The firm uses an open-architecture platform with internally developed and independent asset allocation models, employing both fundamental and technical analysis to implement tailored investment strategies.

Jonathan Yeakey is a Series 65-registered financial advisor with Integrity Advisory Solutions and has two years of industry experience. He previously operated as a sole proprietor and serves as Vice President of TNG Life LLC, where he has worked for eight years. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and 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 utilizes multiple asset-allocation strategies alongside third-party platforms to tailor investment solutions.

Rodney Jarrell is a CFP® with 11 years of industry experience, currently serving as an advisor at Simplicity Wealth in Carrollton, TX. He has owned and operated Lakeview Financial Solutions since 2009, providing insurance services, and is an adjunct professor teaching MBA courses in accounting and finance at the University of Dallas. Jarrell also owns Jarrell Tax Planning and instructs CFP education courses for Zahn Associates, Inc. Simplicity Wealth serves a broad client base including individuals, high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, individual securities, and independent managers, alongside technology and operational services for advisers through its managed account platform.

Jonathan Blumenthal is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Quotient Wealth Partners, LLC and has held prior roles at Goldman Sachs Personal Financial Management, Mercer Allied Company, and LPL Financial, among others. Outside of his advisory work, he is co-owner of JBBR Ventures, a real estate organization based in Fort Worth, TX. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans across a range of wealth levels. The firm provides financial planning, consulting, and wealth management services using tailored investment approaches that include ETFs, mutual funds, individual securities, and third-party managers.

Hannah Guidroz is an advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Prospera, she held roles at Alpha Chi Omega Fraternity, Superior Grill, B-Unlimited, Style by SOHO, and the University of Arkansas. Prospera Financial Services, Inc. is a multi-team firm with over 270 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 platforms and programs.

Julie Blalock is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63, 65, and 66 licenses and possessing 35 years of industry experience. Her career includes roles at Raymond James Financial, Truist Investment Services, and NCF Financial Services. Outside of her advisory work, she owns McCombs & Co., a wholesale food production business specializing in pimento cheese, coleslaw, and other salads. 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 offers financial planning, portfolio management, retirement-plan consulting, and fiduciary services, often implementing client mandates through model portfolios and a combination of firm-sponsored platforms and unaffiliated sub-advisors.

Eric Schindler is a financial advisor at Momentum Independent Network Inc. in Dallas, TX, holding Series 65 and Series 63 licenses with 14 years of industry experience. His prior work includes nine years at LPL Financial and one year at Cetera Advisors LLC. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients through investment advisory, portfolio management, financial planning, and brokerage services. The firm offers multiple managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities within the Hilltop group.

Jana Waters is a CFP® with 27 years of industry experience, currently serving at Prospera Financial Services, Inc. since 2000. She is based in Dallas, TX and holds a Series 63 license. 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.