Matthew Mcguire is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Parallel Advisors, LLC since 2019 and previously spent 13 years with Heritage Trust Company and Argent Institutional Services, LLC. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies using fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms to manage tax-efficient rebalancing and held-away accounts.

Wesley Shindler is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with Prospera since 2000. Outside of his advisory role, he owns and manages two trucking companies focused on leasing cabs and tractors. 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.

Reiss Holt is a financial advisor with International Assets Investment Management, LLC in Dallas, TX. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining International Assets Advisory and Megatel Capital Investments, he worked at TIAA-CREF Individual & Institutional Services and Raymond James & Associates. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisors. The firm offers customized long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may utilize third-party managers and wrap programs as part of its investment approach.

Mike Greiner is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at World Financial Group and Virtue Capital Management, among others. Greiner also owns Texas Elite Benefits, where he markets and sells life insurance and annuities. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a model-driven investment approach based on technical and quantitative methods and offers multiple program options, including access to third-party managers and an ETF-only portfolio choice.

Lesley Pinckard is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Mutual of Omaha Investor Services since 2017 and previously at Wealth Watch Advisors LLC. In addition to her advisory role, she serves in leadership positions in local insurance organizations, including NAIFA Fort Worth and WIFS DFW Chapter. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, delivering managed solutions primarily through platform relationships with Envestnet and Pershing.

Craig Chandler is a Series 65-licensed advisor with Integrity Advisory Solutions in Dallas, TX, and has four years of industry experience. He is also the president of Chandler Wealth Management, which provides safe money solutions through fixed annuities and life insurance, and leads Crown Financial Marketing, a firm distributing annuity and life insurance products to independent advisors. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing various asset-allocation strategies and third-party platforms to tailor client portfolios.

Philip Sadtler is a CFP® and CFA® with 13 years of experience in the financial services industry. He currently works at Level Four Advisory Services and has prior experience at Cantella & Co., Inc. He also serves on the Finance and Investment Committee of the Heritage Humane Society and occasionally guest lectures on investing and financial services at the College of William & Mary. Level Four Advisory Services is an enterprise investment adviser managing over $5 billion across a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm provides fee-only financial planning and asset management, utilizing model portfolios and a combination of direct management and sub-adviser relationships.

Marcus Ham is a financial advisor with True North Advisors, LLC in Dallas, TX, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with True North Advisors since 2018. Outside the advisory business, he owns rental properties including a condo and a hotel. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions with financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach focused on value-oriented strategies while incorporating passive indexed ETFs, separately managed accounts, and alternative investments.

Dana Packett is a financial advisor at LEE Financial Company, LLC with one year of industry experience. He has been with Lee Financial since 2006, totaling 20 years at the firm. Lee Financial Company offers 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 and manages both discretionary and non-discretionary portfolios, including private pooled investment vehicles and affiliated private partnerships.

Kellie Crewse is a financial advisor with True North Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining True North Advisors in 2019, she worked at J.P. Morgan Securities for 11 years. Outside of her advisory role, she is employed at Crewse Law Firm, where she works in commercial litigation representation on a limited basis. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and institutions with financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach focused on value-oriented strategies while incorporating passive indexed ETFs, separately managed accounts, and alternative or private investments as appropriate.

John Peterson is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at Advisor Resource Council since 2012 and also has experience from LPL Financial and Hornor, Townsend & Kent, LLC. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering a range of asset management and consulting services. The firm uses AI-driven model portfolios combined with traditional fundamental analysis and provides coordinated estate-planning services through independent attorneys.

Fletcher Hopper is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 66 and Series 63 licenses with one year of industry experience. He previously worked at Charles Schwab and has professional experience in construction and education. Hilltop Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering investment advisory and broker-dealer services on an open-architecture platform with a range of managed account programs and specialized municipal bond strategies.

Donald Goerner is a CFP® with 22 years of industry experience, currently serving at Coppell Advisory Solutions LLC. He has held roles at Fusion Capital Management since 2017 and Spectrum Advisors, Inc. from 2010 to 2017, with additional experience at Purshe Kaplan Sterling Investments since 2008. Outside of his advisory work, he advocates prepaid legal services as a sole proprietor. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning for individuals, pension plans, trusts, and corporate clients. The firm uses a tailored investment approach combining internally developed and independent asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

Andrew Bernard is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Mississippi Federal Credit Union and Gainwell Technologies. Hilltop Securities serves a diverse client base including individual, high-net-worth, and institutional clients, offering a range of advisory and brokerage services with a focus on managed accounts, retirement-plan consulting, and municipal bond strategies. The firm utilizes an open-architecture platform combining third-party technology and proprietary investment products, alongside custody, banking, and market-making capabilities.

Anthony De Stefano is a financial advisor at Victory Financial with six years of industry experience. He holds the Series 66 designation and previously worked at Equitable and related affiliates from 2019 to 2026. Victory Financial Group serves a diverse client base including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach based on Modern Portfolio Theory and offers financial planning, discretionary investment management, and ERISA plan services.

James Mathis is a financial advisor with Integrated Advisors Network LLC in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has held roles at Calton & Associates, Inc., First Financial Equity Corp., and Echelon Investment Management. Outside of his advisory work, Mathis serves as an outside consultant for VISAQ / Coleman Research, providing expertise to clients on an as-needed basis. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and related consulting, utilizing a combination of fundamental and quantitative analysis along with access to third-party managers and private funds.

David Lynn is a financial advisor at Prospera Financial Services, Inc. based in Dallas, TX, holding Series 63 and Series 65 licenses with 34 years of industry experience. His prior roles include positions at Merrill, Morgan Stanley, and Morgan Stanley Private Bank. 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 through financial planning, portfolio management, and multiple advisory platforms, offering both discretionary and non-discretionary account management.

Jessica Sicking is a CFP® professional with 18 years of industry experience, currently serving at Triad Wealth Partners, LLC. Her prior experience includes roles at Charles Schwab and Co., TD Ameritrade, and Fidelity Brokerage Services. Outside of her advisory work, she is involved as an insurance agent selling fixed insurance, annuities, and fixed indexed annuities through International Wealth Management dba Sullivan Financial Partners. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment process focused on strategic asset allocation and offers sub-advisory management, tax-efficient model portfolios, and operational support for RIAs.

Cynthia Manning Brown is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Level Four Advisory Services since 2012 and previously worked at LPL Financial. In addition to her advisory role, she is president of Manning & Associates, a firm specializing in accounting and tax preparation. 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, offering fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, with investment strategies tailored to individual client needs.

Steven Devlin is a financial advisor with Level Four Advisory Services and holds the Series 63 and Series 65 designations. He has 28 years of industry experience, including prior roles at Good Life Advisors, LLC and LPL Financial, LLC. He is also involved with Devlin Financial Consulting, LLC, a business related to his advisory services. Level Four Advisory Services is an SEC-registered adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and unaffiliated sub-advisors within a corporate structure affiliated with a broker-dealer and a national trust/banking entity.