James Pence II is a Series 66-registered advisor with Hilltop Securities Inc. in Norman, OK, where he has worked since 2009. He has 28 years of industry experience. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform.

Joan Lawson is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at Hilltop Securities Inc. since 2009. She is also the general manager of Boing Marketing, LLC, a non-investment-related business. Hilltop Securities serves individual, high-net-worth, and institutional clients through a wide range of advisory and brokerage services, offering managed accounts, financial planning, retirement-plan consulting, and specialized municipal bond strategies. The firm integrates custody, banking, and market-making capabilities, providing clients with both discretionary and non-discretionary management options on an open-architecture platform.

Pamela Broms is a financial advisor with Hilltop Securities Inc. in Norman, OK. She holds Series 63 and Series 65 designations and has 39 years of industry experience. She has been with Hilltop Securities since 2009. Outside of her advisory role, she is a co-member of Kaleo Ventures, LLC, a real estate holding company. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs through an open-architecture platform.