Clark Randall is a CFP® professional at Creekmur Asset Management, LLC with 39 years of industry experience. He has worked at Cambridge Investment Research Advisors and AE Financial Services, and has served as an instructor for the CFP Board Certification Program at Southern Methodist University. Randall is also involved as a committee member with the Financial Planning Association of DFW and owns a fixed insurance sales business. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for about 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management and a range of financial planning services, utilizing third-party tools and multiple custodial options within a multi-office structure.

Preston Lane is a financial advisor at McGowan Group Asset Management, Inc. in Dallas, TX, holding a Series 65 credential with three years of industry experience. Prior to joining McGowan Group Asset Management in 2022, he worked at Lucky Dog Barkery and attended Highland Park High School. McGowan Group Asset Management, Inc. is an eight-advisor team managing approximately $997 million in client assets. The firm provides fee-based asset management and advisory services to individuals, high-net-worth investors, trusts, retirement plans, and business entities, employing a model-driven, multi-asset class investment approach with discretionary portfolio management and a formal wrap-fee program.

Charles Norton is a CFA® charterholder with 23 years of industry experience. He has been with Penn Davis McFarland Inc. since 2015, working as part of a seven-advisor team based in Dallas, TX. Penn Davis McFarland is an independent, fee-only investment adviser managing separately managed accounts for individuals, trusts, charitable organizations, and retirement plans, primarily on a discretionary basis. The firm employs a fundamental, long-term investment approach with relatively concentrated portfolios and serves mostly high-net-worth clients.

Michael Hernandez is a financial advisor with D.H. Hill Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Arive Capital Markets and Edi Financial Inc. Outside of finance, he works as a sales and project manager at Halo Roofing and Construction. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as to employer-sponsored retirement plans, foundations, and other institutional clients. The firm supports independent Investment Adviser Representatives through multiple platforms and employs a range of investment strategies including tactical asset allocation, active and passive management, and tax-management techniques.

Clayton Kuhnen is a financial advisor at M HOLDINGS SECURITIES, Inc. in Dallas, TX, with four years of industry experience. He holds Series 66 and Series 63 licenses and has previous experience at Charles Schwab & Co., Inc. and Broadridge Financial Solutions. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, retirement plans, and charitable organizations through a nationwide network of independent financial professionals. The firm offers a broad range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and insurance advisory, supported by various platform providers and sub-advisory relationships.

Jesse Schilling is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds a Series 65 designation and has been involved in retirement planning through his ownership of Schilling Insurance, LLC and his role at Midwest Insurance Group since 2006. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors, managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party platforms.

Michael Lauterbach is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Hilltop Securities since 2016. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering a range of advisory and broker-dealer services. The firm provides managed accounts, financial planning, retirement-plan consulting, and annuity-based advisory solutions, operating on an open-architecture platform with both firm-sponsored and third-party strategies.

Eugene Flusche is a CFA® charterholder with 35 years of industry experience, currently affiliated with Momentum Independent Network Inc. He has worked with SWS Financial Services, Inc. since 2003 and Fidelity Brokerage Services LLC since 2000. Outside of his advisory role, he serves as a substitute teacher for Dallas ISD. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm utilizes a platform model leveraging third-party managers and Envestnet for investment management, offering a range of programs including managed accounts, financial planning, and retirement consulting.

Paul O'Toole is a financial advisor at Hilltop Securities Inc. with 19 years of industry experience. He previously worked at LPL Financial for nine years before joining Hilltop Securities in 2025. He holds Series 63 and Series 66 licenses. 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-plan advisory, and annuity-based solutions, operating on an open-architecture platform with both third-party and firm-sponsored strategies.

Cooper Kaufman is a Series 65 licensed advisor with six years of industry experience. He is currently with Integrity Advisory Solutions and has prior experience at WR Wealth Planners LLC, Concorde Asset Management, LLC, and Senior Benefit Services. Outside of his advisory roles, Kaufman is involved in farming through Kaufman Family Farms, Inc. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients via a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and client referral services, employing a variety of asset-allocation frameworks and third-party platforms.

Katie Keppler is a Certified Financial Planner (CFP®) with 12 years of industry experience. She currently works at Titleist Asset Management, LLC and Titleist Capital, LLC, where she has been since 2025. Her prior experience includes roles at Merrill Lynch, Harwood Wealth Management, and Wealth Management Advisors, LLC. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, employee plans, charitable organizations, and business entities. The firm employs a Rules Based Investing system and offers customized portfolios across a range of strategies, integrating advisory services with affiliated brokerage, insurance activities, and tax/accounting services through affiliated providers.

Christopher Maxtone Graham is a financial advisor at Mariner Independent with 30 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Morgan Stanley and Morgan Stanley Private Bank, N.A., and he is the founder of Vail Capital Management, LLC. He also serves as an active executor and co-executor for estates in Dallas, Texas. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services through a platform that integrates institutional resources and affiliated investment options.

Keri Vigil is a financial advisor with Momentum Independent Network Inc. in Amarillo, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with SWS Financial Services since 2010. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage services. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement consulting, and custody services, utilizing a platform model with third-party managers and integrated solutions from Hilltop affiliates.

Peter Vescovi is a financial advisor at Regal Investment Advisors LLC in Dallas, TX, holding a Series 66 license with 18 years of industry experience. His prior roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he serves as president of PETR Ventures, LLC, a business consulting firm, and is also an author and speaker. Regal Investment Advisors LLC provides discretionary investment management services through independent advisers, serving a range of individual, charitable, and corporate clients. The firm offers proprietary and third-party investment strategies with discretionary implementation and rebalancing authority granted by the advisers.

Nathan Walsh is a Series 65-licensed financial advisor with International Assets Investment Management, LLC, based in Dallas, TX, and has three years of industry experience. Prior to joining IAIM, he worked at Fisher Investments and held a position with the United States House of Representatives. Outside of his advisory role, Walsh serves as an assistant coach for a lacrosse club in Dallas. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers customized, long-term portfolio strategies utilizing mutual funds, ETFs, equities, and fixed income, and may incorporate third-party managers and wrap programs in its client solutions.

David York is a CFP® professional with two years of industry experience, currently serving at Index Fund Advisors, Inc. He previously worked at Cain, Watters & Associates, LLC and PricewaterhouseCoopers LLP. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm emphasizes portfolio management using primarily passively managed funds guided by Modern Portfolio Theory and a multi-factor framework, and also offers integrated tax services through its separate IFA Taxes division.

Eugene Parrish is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Hilltop Securities since 2009. Hilltop Securities Inc. serves individuals, corporations, nonprofits, and institutional clients, offering brokerage, advisory, and retirement-plan consulting services. The firm manages approximately $2.25 billion in assets and provides a range of investment programs through an open-architecture platform that includes adviser-managed and model-based strategies.

Raeann Forester is a financial advisor with Archer Investment Corporation, holding Series 63 and Series 65 credentials and 31 years of industry experience. She has worked at Archer since 2021 and previously spent over two decades with Avantax Advisory Services and related entities. Outside of her advisory role, Forester serves in various community positions including treasurer for the Grand Prairie Metro Rotary Club and the GPHS Alumni Association, supporting nonprofit activities and scholarship programs. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and The Archer Funds. The firm employs a process that assesses clients’ financial situations and constructs diversified portfolios across multiple asset classes, managing approximately $900 million primarily on a discretionary basis.

Curran Bradley is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 10 years of industry experience. His prior work includes roles at Beneficient Securities Company, Beneficient, Emerson Equity LLC, and Fidelity Investments Institutional Services Company. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering investment advisory and broker-dealer services through an open-architecture platform that includes firm-sponsored and third-party strategies. The firm combines custody, banking, and market-making functions and provides a range of advisory and brokerage solutions tailored to diverse client needs.

Tia Tomlin is a Certified Financial Planner® (CFP®) with 36 years of industry experience. She has been with Momentum Independent Network Inc. since 2011. Based in Dallas, TX, she holds Series 63 and Series 65 licenses. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers a range of investment advisory and brokerage services, utilizing third-party managers and Envestnet’s platform for model delivery, trading, and account management.