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.

Tara Davis is a financial advisor at M Holdings Securities, Inc. with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at TIAA-CREF and First Command Advisory Services. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm provides a broad mix of advisory and brokerage services, combining portfolio management by financial professionals with third-party sub-advisors and utilizing various wrap programs and platform providers.

Bryan Huhn is a CFP® certificant with 19 years of industry experience, currently serving as a financial advisor at Sowell Management since 2025. His prior roles include positions at Reflective Wealth Planning, LLC—of which he is also the owner and financial advisor—Boston University, Fisher Investments, and Hennion & Walsh. Bryan operates out of Dallas, TX. Sowell Management is a multi-branch independent-contractor registered investment adviser supporting over 100 advisors. The firm provides investment management and financial planning services to individuals, retirement plans, corporations, and institutions, utilizing diverse investment styles and third-party sub-advisors through multiple platforms.

Erin Lee is a CFA® charterholder with 12 years of industry experience. She is currently with BOK Financial Securities, Inc. and has held prior roles at Frost Bank and Bank of Texas. Outside of her advisory work, Lee serves on the Board of Governors for the Colonial Country Club and as Secretary of the Colonial Women’s Golf Association, and she is a council member of the Cook Children’s Health Foundation Planned Giving Advisory Council. BOK Financial Advisors (BOKFA) serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions, providing fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, along with financial planning and consulting services.

Wilbur Hemby Jr. is a CFP® with 30 years of industry experience, currently serving at Level Four Advisory Services. His prior experience includes roles at Level Four Financial, LLC and LPL Financial, LLC. He is also a member of the Rotary Club of Kinston and serves on the Management Advisory Committee for the College of Business at East Carolina University. Additionally, he is an author and provides financial services practice management consulting and lectures. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, emphasizing tailored solutions supported by internal and affiliated sub-advisers.

Richard Williamson is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Tucker Asset Management since 2021 and previously at Lasalle St. Securities, L.L.C., while also operating Williamson Financial since 2012. Outside of advisory services, he is involved in the sale of life insurance and fixed annuities. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments, including private and non-liquid strategies, into its portfolios.

Jacob Morton Jr. is a financial advisor at Stephens in Dallas, TX, holding the Series 66 designation with one year of industry experience. Prior to joining Stephens, he had roles at Clover Partners, Valley Bank, and several other organizations, including Texas Christian University and Fairfield College Preparatory School. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs and committee-based oversight, combining broker-dealer and investment banking activities alongside advisory services.

Daniel Collins is a financial advisor at Hilltop Securities Inc. with 37 years of industry experience. He holds a Series 63 designation and has previously worked at PNC Investments, BBVA Securities Inc., BBVA Wealth Solutions Inc., and COMPASS Bank. 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 fiduciary services through an open-architecture platform.

Dennis Jackson is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and bringing 28 years of industry experience. His prior experience includes 18 years at Edward D. Jones & Co., L.P. and four years with Level Four Advisory Services. He also serves on the Advisor Resource Council and provides investment advisory services through an independent firm. 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, model portfolios, and a variety of investment solutions tailored to client needs.

Sarah Henze is a CFP® professional with 16 years of experience in financial advising. She has been with Lee Financial Company, LLC since 2010. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, as well as trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm uses a team-based model with an Investment Committee overseeing asset allocation and manager selection, and employs a WholeVision™ planning framework to integrate various aspects of client needs.

Paul Kraft is a financial advisor at Integrity Advisory Solutions with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has a long career including ownership and leadership roles at Frank & Kraft Wealth Coaching, Inc. and Frank & Kraft, PC. Kraft serves on several nonprofit boards, including the Jewish Federation of Greater Indianapolis, Hooverwood Living, and The Children's Theraplay Foundation. 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, retirement plan consulting, and sub-advisory services, utilizing third-party platforms and model portfolios to meet client needs.

Cort Laurence is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 66 designation and 26 years of industry experience. He previously worked at LPL Financial, LLC for 10 years and has been with Strategic Financial Concepts since 2008. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary investment management using model portfolios and third-party managers, and is notable for its integration of insurance-related activities alongside traditional asset management.

Joseph Roop is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Belmont Capital Advisors since 2009 and has held positions at Kalos Capital, Inc. and Dempsey Lord Smith, LLC. Outside of his advisory work, he serves as a deacon at First Presbyterian Church in Belmont, NC. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm employs a tailored investment approach using internally developed asset allocation models combined with fundamental and technical analysis, offering an open-architecture platform that includes a range of investment products.

Nicole Gilbert is a financial advisor with BOK Financial Securities, Inc. in Plano, TX. She holds Series 63 and Series 65 licenses and has 32 years of industry experience, including 20 years with BOK Financial Securities and its affiliated bank, Bokf, NA. Outside of her advisory role, she is an owner of a private property business. BOK Financial Securities serves a diverse client base including individuals, 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 research-driven asset allocation with a range of model strategies.

Milton Finley is a financial advisor with Momentum Independent Network Inc. in Colleyville, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Momentum Independent Network since 2000. Outside of his advisory role, he assists with administrative and financial tasks at Gribble Springs Baptist Church. Momentum Independent Network Inc. serves individuals, corporate and institutional clients, and retirement plans with investment advisory, portfolio management, financial planning, and brokerage services. The firm integrates broker-dealer operations with banking and municipal advisory capabilities and offers a range of managed account programs and third-party platform access.

John Cervantes is a financial advisor with Prospera Financial Services, Inc. in Matthews, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Prospera since 2013. He serves on the board of the Pine Lake Country Club in Mint Hill, NC. Prospera Financial Services is an enterprise-scale adviser and broker-dealer managing approximately $12.4 billion through about 207 advisors across 140 offices. The firm serves a diverse client base, including individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

Jodi Lutz is a financial advisor at Wedbush Securities Inc. with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wedbush Securities since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she owns and oversees operations for Pine Dunes Lodge, a lodging facility for golfers in Frankston, TX, and is involved with a golf course business, Pine Dunes Resorts & Golf Club. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, and capital markets, operating multiple managed account and wrap fee programs alongside commission-based brokerage arrangements.

Titilope Jinadu is a financial advisor at Ally Invest Advisors with four years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JP Morgan Chase for twelve years. Outside of finance, she is the managing member of Joleebel Hair LLC, a business focused on vendor relationships and product testing. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, providing discretionary portfolio management through automated services and advisor-led guidance. The firm employs a Modern Portfolio Theory-based investment process using primarily ETFs across various risk tiers and strategy variants, supported by digital and automated portfolio management tools.

Alex Stowe Jr. is a CFP® with 24 years of industry experience, currently serving as an advisor at Avior Wealth Management, LLC since 2023. Prior to this, he led Stowe Planning, L.L.C. for 22 years and has been self-employed since 1999. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and business consulting to a diverse client base including individuals, retirement plans, charitable and corporate entities, and banking institutions.

Philippe Thomas is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining USAA, he worked at Bank of America, Merrill, and Northwestern Mutual. He serves as a Sergeant and Aircraft Mechanic Supervisor with the U.S. Marine Corps Aviation Unit VMGR 234, drilling one weekend per month. USAA Investment Services Company offers retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, providing a Retirement Income Strategy Report and facilitating referrals rather than managing client assets.