Carl Zuckerberg is a CFP® with 26 years of industry experience, currently serving at RZH Advisors LLC in Dallas, TX. He has been with Relyea, Zuckerberg & Hanson, LLC since 2000. RZH Advisors provides wealth management services, combining financial planning and discretionary investment management for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages over $2.4 billion across approximately 450 client relationships and typically implements diversified allocations using mutual funds, ETFs, independent sub-advisers, and select private and interval funds.

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 63 and Series 66 designations. His prior experience includes roles at Charles Schwab & Co., Inc. and Broadridge Financial Solutions. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent financial professionals. The firm offers a broad range of advisory and brokerage services, including investment management, retirement plan consulting, and insurance advisory, using a suitability-based approach with ongoing client monitoring.

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.

Adam Farris is a CFP® professional with eight years of industry experience, currently serving as an advisor at True North Advisors, LLC since 2019. His prior experience includes roles at Bank of America, Merrill Lynch, and PricewaterhouseCoopers. Based in Dallas, TX, he holds the Series 66 designation in addition to his CFP® credential. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions with comprehensive financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach with a focus on value-oriented strategies and manages a series of private pooled investment vehicles under the Western Alternative Strategies L.P. umbrella.

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 financial advisor at Integrity Advisory Solutions with six years of industry experience. He holds a Series 65 designation and has previously worked at WR Wealth Planners LLC, Concorde Asset Management, LLC, and Senior Benefit Services. Outside of advising, he is involved in farming activities through Kaufman Family Farms, Inc. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors and manages approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, using a range 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.

Scott Wood is a financial advisor with True North Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with True North Advisors since 2000. 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 with a focus on value-oriented strategies, supplemented by passive indexed ETFs, separately managed accounts, and alternative or private investments.

Zachary Kuhlman is a financial advisor at True North Advisors, LLC in Dallas, TX, holding a Series 66 designation with four years of industry experience. He previously worked at CH Investment Partners and Crow Holdings Capital-Investment Partners. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets. The firm serves high net worth individuals, corporate pension plans, trusts, and other entities, offering comprehensive financial planning, portfolio management, and advisory services with a focus on value-oriented strategies and broad diversification across multiple asset classes.

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.

Christopher Conlan is a CFA® charterholder and holds a Series 66 license, with six years of industry experience. He is currently with True North Advisors, LLC, where he has worked since 2016. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets. The firm serves very 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 advisory services with a focus on fundamental, value-oriented investment strategies and broad diversification.