Colin Bindner is a Certified Financial Planner® (CFP®) with 12 years of industry experience. He has worked at True North Advisors, LLC since 2019 and spent six years with United Capital Financial Advisers, LLC prior to that. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets. The firm serves very high net worth and ultra-high net worth individuals, corporate pension and profit-sharing plans, trusts, estates, foundations, and other business entities, offering comprehensive financial planning, portfolio management, and wealth advisory services with an investment approach focused on fundamental, bottom-up analysis and broad diversification across equities, fixed income, diversifiers, and private investments.

Brian Weatherly is a CFP® with 13 years of industry experience. He is currently with Quotient Wealth Partners, LLC and has held roles at firms including Goldman Sachs Personal Financial Management and Mercer Allied Company. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management. The firm emphasizes diversified portfolios using low-cost ETFs, individual securities, and alternative investments, with tax-aware strategies and ongoing portfolio monitoring.

Valentin Lukasik is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 65 designation and one year of industry experience. Prior to joining Advisor Resource Council, he worked at Societe Generale and Financiere Tiepolo and has a background as a full-time student. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and consulting services through a network of Investment Adviser Representatives. The firm’s investment approach integrates artificial intelligence tools with traditional fundamental analysis across various model portfolios and separately managed accounts.

Laura Young is a Series 66 registered advisor with Hilltop Securities Inc. in Dallas, Texas, where she has worked since 2019. She has three years of industry experience and prior work history includes positions at Costco, Allen Public Library, Party City, and ToysRUs. Hilltop Securities serves individual, high-net-worth, and institutional clients through advisory and broker-dealer services on an open-architecture platform. The firm combines custody, banking, and market-making capabilities, offering managed accounts, retirement-plan consulting, and municipal bond strategies.

Denise Clifton is a financial advisor at Arax Advisory Partners with 20 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at U.S. Capital Wealth Advisors, LLC. Outside of her advisory role, Clifton has served as past president and board member of the Grand Prairie ISD Education Foundation and is a board member of the Grand Prairie Chamber of Commerce. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, and is known for its use of performance-based fee arrangements and carried-interest structures in certain accounts.

Mallory Moser is a Series 65 licensed financial advisor with Avantax Planning Partners, Inc., based in Dallas, TX, and has two years of industry experience. She is the owner of M2 Financial Strategies LLC and also serves as an associate at ICAN, Inc., a company specializing in navigation and communications software. Additionally, she manages office operations at Steven E. Miller, CPA PC, a firm providing tax and advisory services. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management overseen by an Investment Advisory Committee.

Tara Howey is a financial advisor with Advisor Resource Council, holding Series 63 and Series 66 licenses and having 15 years of industry experience. She has been with Advisor Resource Council (360 Wealth Management, LLC) since 2018 and also maintains an affiliation with LPL Financial since 2016. Outside of advisory work, she is involved as a co-owner of an insurance agency, Harvest Concepts LLC dba Paragon Insurance Agency. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, retirement plan consulting, and access to third-party money managers and advisory programs. The firm employs AIQ model portfolios combined with fundamental analysis and coordinates estate-planning services through independent attorneys, providing options tailored to various client asset levels.

Jack Barker is a CFP® with seven years of industry experience, currently with The Mather Group, LLC in Dallas, TX. His prior roles include positions at EQ Wealth Advisors, FSC, BFS Advisory Group, Fidelity Brokerage Services LLC, Northwestern Mutual, and North Star Resource Group. Barker also worked at the University of Texas at Austin from 2015 to 2018. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with risk-based allocation models and tax-synchronized portfolio construction, offering customization options including direct indexing and ESG factor portfolios.

Billy Jenkins is a financial advisor with Momentum Independent Network Inc. in Dallas, TX. He holds the Series 66 designation and has 26 years of industry experience, including 17 years at SWS Financial Services. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients with advisory, portfolio management, financial planning, and brokerage services. The firm integrates broker-dealer operations with banking and municipal advisory capabilities, offering a range of discretionary and non-discretionary investment solutions across various managed account programs.

William Kellogg Jr. is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Hilltop Securities Inc. in Dallas, TX since 2019. His prior experience includes roles at IHT Wealth Management, LPL Financial, Bank of America, and Merrill. Hilltop Securities Inc. provides brokerage, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs and fiduciary services, supported by an open-architecture platform and unique custody capabilities.

Britt Woods is a financial advisor at Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior roles include positions at PNC Wealth Management, Lone Star National Bank, LPL Financial, Cetera Investment Services, and Fifth Third 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 offers comprehensive financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, multiple custodians, and unaffiliated sub-advisors, with a notable corporate structure that includes affiliated broker-dealer and trust/banking entities.

Matthew Jarvis is a CFP® and ChFC® with 22 years of industry experience. He is currently with Integrity Advisory Solutions and has prior experience at Crown Capital Securities and his own firm, Jarvis Financial Services, Inc. Outside of his advisory roles, he is involved in consulting and content creation through Deliver Massive Value LLC, and provides advisor training and coaching via Retirement Tax Services and The Perfect RIA. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, consulting, and retirement plan services through a network of investment adviser representatives using both discretionary and non-discretionary strategies.

James Webb is a CFP® professional with 32 years of experience in the financial services industry. He has worked at Edward Jones from 2003 to 2017 and has been with Advisor Resource Council and LPL Financial since 2017. Webb holds the Series 63 license and operates out of Dallas, TX. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and consulting services. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across various asset classes.

Matthew Craig is a financial advisor at Level Four Advisory Services with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2012 to 2021. Craig is based in Dallas, Texas. Level Four Advisory Services is an enterprise investment adviser managing approximately $5.32 billion through 115 advisors. The firm serves a diverse client base, offering fee-only financial planning, asset management, and retirement plan advisory services, with an emphasis on tailored client solutions supported by internal and external investment resources.

Lesa Collins is a Series 66 licensed financial advisor with 17 years of industry experience. She has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank before joining Retirement Planners of America, where she has been since 2023. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program serving individuals, high-net-worth clients, and retirement plan participants. The firm emphasizes capital preservation and tactical rebalancing using model portfolios composed mainly of ETFs and mutual funds, with discretion to adjust based on a long-term market signal.

Steve Germany is a financial advisor at BOK Financial Securities, Inc. in Grapevine, TX, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BOK Financial Securities and Bokf, NA since 2007. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research provided by its affiliate, Strategic Investment Advisors.

Jeffrey Keene is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Hilltop Securities Inc. and Edward Jones. Outside of finance, he is also a contract musician and has performed drums and percussion for various churches, musicals, and nonprofit organizations since 2002. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing a platform model with third-party managers and integration with Hilltop affiliates.

Linda Mills is a financial advisor with LPL Financial in Trophy Club, TX, holding a Series 63 designation and bringing 48 years of industry experience. She has been with LPL Financial since 2009 and also provides investment advisory services through Advisor Resource Council, operating under the DBA 360 Wealth Management. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment solutions, combining large-scale advisory operations with various non-advisory financial products.

James Ryan is a CFP® certified financial advisor with 33 years of industry experience, currently serving at Prospera Financial Services, Inc. since 2020. Prior to that, he worked at Wells Fargo Advisors for eight years. Prospera Financial Services is a multi-team enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion for a diverse client base that includes individuals, corporations, charitable entities, and retirement plans. The firm offers a range of investment advisory and financial planning services through various platforms and employs a combination of firm models, third-party sub-advisers, and customizable allocations.

James Bussey is a financial advisor at Hilltop Securities Inc. with 10 years of industry experience. He holds the Series 66 designation and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Ameriprise Financial Services. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm employs an open-architecture platform and provides a range of managed account programs alongside fiduciary and consulting services under ERISA arrangements.