Craig Chandler is a financial advisor at Integrity Advisory Solutions with four years of industry experience. He holds the Series 65 designation and has held leadership roles as president of Chandler Wealth Management LLC and Crown Financial Marketing LLC, focusing on fixed annuities, life insurance, and product distribution. His career includes prior roles at CS Planning Corp. and Vertical Vision Financial Marketing. 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 consulting, and sub-advisory services, employing diverse asset-allocation strategies and third-party platforms.

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.

Thomas Knippa is a CFP® with 27 years of industry experience, currently serving as an advisor at CX Institutional, LLC. His prior roles include positions at Personal Wealth Partners, LLC, CXI Advisors, LLC, Vestpro Financial Partners, Inc., LPL Financial, LLC, and CPF Texas. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a multi-strategy investment process combining fundamental, quantitative, technical, and cyclical analysis across various asset classes, offering both model portfolios and custom strategies.

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 in Dallas, TX, with one year of industry experience. Dana has been with Lee Financial since 2006. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, along with services for trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm employs a team-based model with an Investment Committee overseeing asset allocation and manager selection, and uses a WholeVision™ planning framework to integrate various client needs.

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 CFP®-certified financial advisor with 19 years of industry experience. He has been with Advisor Resource Council since 2012 and is also affiliated with LPL Financial. 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 fundamental analysis across a variety of portfolio types.

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 with Prospera Financial Services, Inc. in La Jolla, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2010 to 2019 before joining Prospera in 2019. Prospera Financial Services, Inc. is an enterprise-scale firm serving a diverse client base including high-net-worth individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services via multiple platforms and customizable portfolio strategies.

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.

Sandra Sutter is a financial advisor with BCG Securities, Inc., holding Series 63 and Series 65 licenses and with 24 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, JP Morgan Chase Bank, N.A., and LPL Financial. Sandra is currently based in Garland, TX. BCG Securities serves institutional retirement plans and individual clients with accounts above $25,000, offering portfolio management, financial planning, and pension consulting services. The firm emphasizes tailored investment policy statements and predominantly non-discretionary advice, utilizing independent third-party managers and a range of analytical approaches.

Breanne Polonia is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. Her work history includes roles at Wells Fargo Advisors, Surevest Wealth Management, and DFPG Investments. Outside of advisory services, she is involved in managing several real estate entities and provides consultative services related to property management. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and retirement plan solutions, supporting advisors with multiple platform options and access to in-house and third-party managed portfolios.

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.

Connor Hustava is a CFA® charterholder with 15 years of industry experience. He has been with Stephens since 2016, including its predecessor entities, and is based in Dallas, TX. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight, combining broker-dealer and investment banking activities alongside advisory services.

Lana Calton is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 designations with 30 years of industry experience. She has been with Hilltop Securities since 2005. Outside of her advisory role, she serves as Vice-Chair of the Board of Trustees for the Securities Industry Institute and is on the Board of Trustees for the Securities Industry Institute at Wharton; she also chairs the Clearing Firm Committee at SIFMA. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement advisory, and brokerage functions, operating on an open-architecture platform that combines third-party technology with firm-sponsored strategies and provides custody, banking, and market-making capabilities.