Michael Travis is an investment advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Stockcross Financial Services, Inc., Fiserv Investor Services, Inc., and Tradestar Investments, Inc. He divides his time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm uses a web-based AdvisorNXT platform incorporating Modern Portfolio Theory and offers portfolio management and execution within a wrap-fee structure, with a notable emphasis on non-discretionary arrangements and access to third-party and independent managers.

William Luckey II is a financial advisor at LEE Financial Company, LLC in Dallas, TX, holding a Series 65 designation with 19 years of industry experience. He has been with Lee Financial Corporation since 2007. Outside of his advisory role, he is involved in a real estate, financing, and database consulting business. 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 approach centered on its WholeVision™ planning framework and manages private pooled investment vehicles while offering family office and foundation services.

Skyler Hedden is a financial advisor at Level Four Advisory Services with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Hilltop Securities Inc. and Securities America Advisors. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a broad client base, offering fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, using model portfolios and both affiliated and unaffiliated sub-advisers.

Bradford Beeson is a financial advisor with BOK Financial Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at JPMorgan Chase Bank and J.P. Morgan Securities from 2011 to 2021, as well as a lengthy tenure at Primrose Partners, Ltd. from 1997 to 2021. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual investors, corporations, retirement plans, government agencies, and municipalities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by an affiliated entity, and is notable for its municipal-advisor registration and affiliation with a bank holding company.

Nathan Ohlinger is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Simon Quick Advisors, LLC with four years of industry experience. Prior to joining Simon Quick in 2025, he worked at The Northern Trust Company for twelve years. Outside of his advisory role, he owns IMAGE Studios, a health and wellness franchise in Coppell, TX, where he serves as property manager during its build-out phase, and is a minority owner of a commercial real estate investment and management firm with limited involvement. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, and tax services. The firm employs a diversified investment approach, including proprietary quantitative analysis and direct due diligence, managing assets across various strategies and acting as a fund sponsor for multiple affiliated and unaffiliated pooled investment vehicles.

Hunter Powell is a financial advisor with Merit Financial Advisors in Frisco, TX. He holds the Series 66 designation and has one year of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Northwestern Mutual Investment Services LLC. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation approach with centrally managed portfolios, using both internal and third-party managers, and supports discretionary and non-discretionary account arrangements.

Charles Hall Jr. is a financial advisor at True North Advisors, LLC with 20 years of industry experience. He holds a Series 65 designation and previously worked at Clear Rock Advisors, LLC and Matterhorn Capital Management, LLC. Outside of his advisory role, he manages a family foundation as part of the Coast Foundation. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in assets. The firm serves high net worth and ultra-high net worth individuals, corporate pension and profit-sharing plans, trusts, estates, and foundations, offering comprehensive financial planning, portfolio management, and wealth advisory services with a focus on fundamental, value-oriented investment strategies and diversified asset allocation.

Matt Peden is a CFA® charterholder with 25 years of industry experience, currently serving as an advisor at True North Advisors, LLC since 2023. His prior work includes twelve years at Guidestone Financial Services and two years at American Beacon Advisors. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets, serving high net worth individuals, institutions, and pooled investment vehicles. The firm employs a fundamental, bottom-up investment process with a value orientation and diversified asset allocation across equities, fixed income, diversifiers, and private investments.

Carter Monrad is a financial advisor with Hilltop Securities Inc. holding a Series 66 designation. He has been in the industry since 2019, with prior experience at Hartmann Taylor Wealth Management and Momentum Independent Network Inc. Monrad has also been involved with Kinsmen Lutheran Church in a non-investment capacity. Hilltop Securities serves individual, high-net-worth, and institutional clients through advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity solutions. The firm provides an open-architecture platform combining third-party and firm-sponsored strategies, with capabilities in custody, banking, and market-making.

John Stephens is a financial advisor at Royal Fund Management, LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has managed his own CPA firm since 2000. Outside of advising, Stephens is involved in several business ventures including serving as CEO of Lag Box, LLC, a product manufacturing company, and president of ZComp, LLC, which provides payroll services. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with portfolio management, financial planning, and pension consulting services. The firm employs a range of investment strategies supported by fundamental, technical, and cyclical analysis, and offers specialized options such as non-traded REITs and an options-writing overlay for enrolled clients.

Claudia Martin is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Level Four Advisory Services since 2007 and previously spent eight years at LPL Financial. Martin also serves as Director of Operations for Level Four Group, an employee services holding company. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and a diverse client base that includes individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of internal and third-party management.

Traci Kurtz is a financial advisor at Hilltop Securities Inc. with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at firms including Merrill and Next Financial Group. Hilltop Securities serves individual and institutional clients with a range of advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan consulting, and annuity-based advisory solutions. The firm features an open-architecture platform utilizing third-party technology and managers, along with proprietary municipal bond strategies, combining custody, banking, and market-making capabilities.

Michael Arnold is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 credential with 29 years of industry experience. He previously worked at Merrill Lynch for 18 years before joining Prospera Financial Services in 2015. Outside of his advisory role, Arnold serves as a board member for the Lea County Planning and Zoning Board and volunteers with the Lea County Sheriffs Posse. Prospera Financial Services is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Sarah Pais is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2016 and previously held roles at LPL Financial, RBC Capital Markets, and Ameriprise. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting services. The firm integrates artificial intelligence tools with fundamental analysis to manage a range of model and separately managed account strategies and offers custom solutions including option-based strategies.

Jacob Jenkins is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Stu's Brew, Midnight Oil Coffeehouse, and Randy Darnell Farms. He also has experience working in education at Harding University and Canyon ISD. 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. The firm operates on an open-architecture platform utilizing third-party technology and sponsors municipal bond strategies, combining custody, banking, and market-making capabilities.

Bradley Blasingame is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 designation and 19 years of industry experience. He has been with Cain, Watters & Associates since 2006. Outside of his advisory role, he owns a separate business that prepares tax returns for non-firm clients. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension plan sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Grant Brown is a CFP® professional with 18 years of experience in the financial services industry. He has worked with Advisor Resource Council since 2016 and has been affiliated with LPL Financial since 2009. Based in Dallas, TX, he operates within a multi-team firm structure. Advisor Resource Council is an SEC-registered investment adviser that serves individuals, retirement plans, charitable organizations, and business entities. The firm employs a blend of artificial intelligence and fundamental analysis in its investment approach and offers a range of model portfolios, custom solutions, and third-party advisory programs.

Kayla Smiley is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding a Series 66 designation and 17 years of industry experience. She has worked with BOK Financial Private Wealth, Inc. and BOK Financial Securities, Inc. since 2011. BOK Financial Advisors serves a diverse client base including individual, high-net-worth, corporate, and institutional clients, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program alongside financial planning and consulting services.

Peter Froggatt is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Edward Jones and Right Decision Regulatory Consulting LLC. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients by providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting services. The firm combines quantitative and qualitative investment research with advisor-led client interactions.

Michael Bernier is a financial advisor with Balefire, LLC in Dallas, TX, holding a Series 65 license and four years of industry experience. His prior experience includes roles at VisionPoint Advisory Group LLC, Merrill, and Bank of America N.A. He is also involved as a financial wellness coach through Fuse Partners LLC. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities, offering discretionary asset management and comprehensive financial planning with a core-and-tactical investment approach overseen by an Investment Committee.