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.

Maclendon Aiken is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Charles Schwab Bank, Charles Schwab & Co., and TD Ameritrade. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan consulting, and annuity-based solutions on an open-architecture platform. The firm combines custody, banking, and market-making capabilities, distinguishing itself with municipal bond strategies and specialized program services.

Bradley Shields is a financial advisor at Arax Advisory Partners with 13 years of industry experience. He holds the Series 66 designation and has worked previously at U.S. Capital Wealth Advisors, USCA Securities, and Wells Fargo Clearing. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm integrates internal portfolio management with third-party models and tailored asset allocation, and it offers various fee structures including performance-based arrangements and carried interest for qualified investors.

Owen Cook Jr. is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. Prior to joining M Holdings Securities in 2024, he worked at Charles Schwab for six years and Kestra Advisory for two years. 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 range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Jonathan Sobel is a financial advisor at Hilltop Securities Inc. with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Hilltop Securities in 2024, he worked at Wells Fargo Clearing Services and TD Ameritrade. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, and retirement-plan consulting. The firm features an open-architecture platform with both third-party and firm-sponsored strategies, alongside custody, banking, and market-making capabilities.

Mitchell Liesmann is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His career includes eight years with LPL Financial and four years of public service with the City of Johnson City. Outside of finance, Liesmann is involved in ranching operations and serves as a commissioner for Blanco County Emergency Services District. Momentum Independent Network Inc. serves individual, corporate, and institutional clients, offering investment advisory, portfolio management, financial planning, and brokerage services. The firm provides a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory services through its affiliation with the Hilltop group.

John Howle is a financial advisor at Arax Advisory Partners with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at U.S. Capital Wealth Advisors and USCA Securities, where he has been involved since 2014. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal management, third-party models, and tailored asset allocation to meet client objectives.

Charles Harris is a financial advisor with IP Financial Advisory Services LLC in Dallas, TX, holding Series 63, 65, and 66 licenses and 14 years of industry experience. He has previously worked at several firms including Raiser, LLC and First Canterbury Securities, and has held non-investment roles such as a poker dealer at The Gardens Casino and a rideshare driver for Raiser LLC. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on non-high-net-worth investors and retirement plan participants. The firm offers portfolio management, financial planning, consulting, and access to third-party investment managers, employing a range of analytical approaches and tax-efficient strategies.

Mark Walsh is a financial advisor at True North Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 2 years of industry experience. His prior experience includes roles at BMO Wealth Management, Westwood Wealth Management, Westwood Holdings, and Tolleson Wealth Management. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and institutions with comprehensive financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach focused on value-oriented strategies combined with passive indexed ETFs, SMAs, and alternative investments, organizing portfolios across four Functional Asset Classes.

Braden Cole is a CFA® charterholder with 11 years of industry experience. He is currently an advisor at True North Advisors, LLC, where he has worked since 2022. Prior to that, he was with CH Investment Partners and Rgt Capital Management, Ltd. 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, incorporating passive indexed ETFs, separately managed accounts, and alternative or private investments when appropriate.

Eric Drudge is a Series 65-licensed financial advisor with Integrity Advisory Solutions in Dallas, TX, bringing two years of industry experience. Prior to joining Integrity Advisory Solutions, he worked at Encompass More Asset Management LLC and Compass Group USA. He is also co-founder of The Triumph Agency LLC, an advanced financial insurance services business that provides life insurance and Medicare supplement plans. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other 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 plan consulting, and utilizes various asset-allocation frameworks with ongoing client monitoring.

Barry Guinn is a financial advisor with Arax Advisory Partners in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at U.S. Capital Wealth Advisors, LLC, and USCA Securities LLC. Outside of the financial industry, he is the sole owner and managing partner of 1-800-STRIPER, LLC, a pavement and parking lot striping business. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management with third-party models and external managers, offering a range of services including financial planning and retirement plan consulting.

Victoria Capella is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. Her prior work includes roles at Wells Fargo Advisors and PrimeLending. Beyond her advisory work, she operates a swim instruction business and provides resume writing services. 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 municipal bond strategies, combining custody, banking, and market-making capabilities.

Eric Willer is a CFA® charterholder with 20 years of experience in the financial industry. He is currently affiliated with IP Financial Advisory Services LLC and has prior experience at firms including Fusion Analytics Investment Partners and Family First Life. Outside of his advisory roles, he is involved with WD Wealth Strategies, providing tax advisory services and client education, and engages in solar panel referrals through Green Day. IP Financial Advisory Services primarily serves individual retail clients by offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority, and refers clients to third-party investment advisors, focusing on non-high-net-worth individuals.

James Pence III is a Series 66-licensed advisor at Hilltop Securities Inc. in Dallas, TX, with one year of industry experience. Prior to joining Hilltop Securities, he was employed at the University of Oklahoma and Admiral Roofing, and he also worked in the education sector at Norman Public Schools. Hilltop Securities Inc. offers brokerage, 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 delivers investment solutions through an open-architecture platform that includes adviser-managed and model-based programs, supported by a range of portfolio management and fiduciary services.

Jemilson Pierrelouis is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 designations with 16 years of industry experience. He has been with Hilltop Securities since 2008. Outside of his advisory role, he is the founder of Hedge Consultants LLC, a provider of free point-of-sale software for small retail and restaurant businesses. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base, including individuals, corporations, nonprofits, and institutions. The firm utilizes an open-architecture platform with multiple managed account programs and distinguishes itself through features such as municipal bond strategies co-advised by Franklin Templeton Group and custody capabilities uncommon among enterprise advisers.

Shannon Dugger is a financial advisor at Integrity Advisory Solutions with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms, including AlphaStar Capital Management and Woodbury Financial Services. Dugger is also a Regional Sales Director at The Assurance Group, where she is involved in insurance consulting, planning, sales, recruiting, and business management. Integrity Advisory Solutions serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, and corporations, through a network of approximately 100 independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing various investment approaches and third-party platforms to tailor solutions for its clients.

Connor Vlahos is a financial advisor at NorthCoast Asset Management LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations. His prior work history includes roles at Kovitz Investment Group Partners, Connectus Wealth, Conti Capital, Morgan Stanley, E*TRADE Securities, E*TRADE Capital Management, and Fidelity Investments. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process and offers a range of strategies including equity, fixed income, options-defined outcome approaches, and alternative interval funds.

Robert Steinmetz is a financial advisor at Integrity Advisory Solutions with five years of industry experience. He holds a Series 65 credential and has previous experience at Missouri Employers Mutual Insurance, WR Wealth Planners, LLC, and Senior Benefit Services. Steinmetz serves as board member and treasurer for Access Arts, a nonprofit organization that provides community art activities. 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, retirement plan consulting, and sub-advisory services using fundamental and technical analysis alongside a variety of asset-allocation frameworks.

Porsche Davis is a financial advisor at M HOLDINGS SECURITIES, Inc. based in Dallas, TX, holding the Series 66 designation with one year of industry experience. Prior to entering financial services, Porsche worked at several companies including Prink Made and Pacific Coast Fruit Company. M HOLDINGS SECURITIES, Inc. serves a broad range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a mix of advisory and brokerage services, with investment management delivered both directly and through sub-advisors, and provides ongoing client monitoring and reviews.