Kevin Kott is a financial advisor with Hilltop Securities Inc. in Monterey, CA, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been with Hilltop Securities since 1986. Hilltop Securities Inc. provides brokerage, execution, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm offers a range of portfolio management programs through an open-architecture platform and features unique operational capabilities such as municipal bond strategies co-advised by Franklin Templeton Group and custody services uncommon among enterprise advisers.

Joel Gustafson is a financial advisor with Momentum Independent Network Inc. in Springfield, IL, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Momentum Independent Network since 2012. Outside of his advisory role, Gustafson serves on the board of the Lincoln Land Community College Foundation. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm offers investment advisory programs, managed accounts, financial planning, and retirement plan consulting, utilizing a platform model with third-party managers and integrated services through Envestnet and Hilltop affiliates.

Chris Smith is a financial advisor at Intrua Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Advisor Networks LLC and Carson Wealth Management. He is also active as a sales representative of non-variable insurance products. Intrua Financial provides investment advisory and portfolio management services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis to develop customized asset allocations and offers both discretionary and non-discretionary management options.

Myles Mc Manus is a CFP®-certified financial advisor at Facet with five years of industry experience. He has held positions at Brighton Jones, Tolleson Wealth Management, and Valmark Securities, among others. Based in Dallas, TX, Mc Manus has worked at Facet since 2025. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a range of households primarily through phone, video, and a proprietary web platform. The firm uses model-based asset allocations focused on ETFs and employs technology-driven processes for tax-optimized portfolio implementation and regular account reviews.

James Kaighin Jr. is a CFP® with 27 years of industry experience, currently serving as an advisor at Momentum Independent Network Inc. since 2011. He holds the Series 63 designation and is based in Austin, TX. Outside of his advisory role, he is a director and treasurer of Knights of the Symphony, a support organization for the Austin Symphony. 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 utilizes a platform model with third-party managers and Envestnet, offering customized investment programs, managed accounts, and financial planning, with notable integration of Hilltop affiliates in its municipal bond strategies and cash management features.

Christopher Norris is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes positions at Integrity Alliance, Burlington Alliance Capital Management, Allstate Insurance Company, and Osaic FS. In addition to his advisory role, he provides estate planning consultation through Integrated Trust Systems. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients with a network of approximately 100 independent advisors managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing fundamental and technical analysis alongside various asset-allocation strategies and third-party platforms.

Ivan Salazar is a CFP®-certified financial advisor with five years of industry experience. He is currently with True North Advisors, LLC and previously worked at RGT Wealth Advisors and Ameriprise Financial Services, Inc. Outside of his advisory role, he owns and manages a rental property in Stephenville, Texas. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions, offering 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 multiple private pooled investment vehicles.

Tara Scottino is a CFP® and holds a Series 66 license, with 25 years of industry experience. She has been with True North Advisors, LLC since 2014. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets and serving very high net worth and ultra-high net worth individuals, institutional clients, and various entities. The firm employs a value-oriented, bottom-up investment approach with diversified portfolios across multiple asset classes and offers both discretionary and advisory services including management of private pooled investment vehicles.

Torey Pellegrini is a CFA® charterholder with 14 years of industry experience. He is currently an advisor at The London Company of Virginia, where he has worked since 2023. His prior roles include positions at Amundi Distributor US, Inc., Harbor Capital Advisors, Harbor Funds Distributors, and Pioneer Investment Management USA, Inc. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, charitable organizations, and institutional investors using a conservative, bottom-up equity process focused on downside protection.

Allen Gentry IV is a financial advisor at Integrity Advisory Solutions in Dallas, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Jarvis Financial and Ameriprise. Outside of his advisory duties, he is also a portfolio manager for Silverleaf Wealth Management. 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 consulting, and other services, utilizing both fundamental and technical analysis and multiple asset-allocation strategies.

Shailesh Negandhi is a financial advisor with FourStar Wealth Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and with 21 years of industry experience. His prior roles include positions at Cape Investment Advisory, Bridgeway Wealth Partners, UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. FourStar Wealth Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and business entities. The firm employs a combination of fundamental and technical analysis to tailor investment portfolios, offering financial planning, discretionary and non-discretionary investment management, and retirement plan consulting.

Michael Lloyd is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation and six years of industry experience. His background includes roles at Hilltop Securities, Trademark Property Co., Texas Christian University, and involvement with Tassajara Valley Little League. Hilltop Securities serves individual and institutional clients through advisory and broker-dealer services, offering managed accounts, financial planning, and retirement-plan consulting. The firm provides an open-architecture platform featuring third-party and proprietary strategies, combining custody, banking, and market-making capabilities.

Taylor Heifetz is a financial advisor at Hilltop Securities Inc. based in Dallas, TX, holding Series 66 and Series 63 licenses with 10 years of industry experience. His prior experience includes roles at Charles Schwab, Fidelity, and multiple other firms. 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. The firm provides an open-architecture platform combining third-party and firm-sponsored strategies and is distinguished by its integrated custody, banking, and market-making capabilities.

Gregory Dvorocsik is a financial advisor at SpiderRock Advisors, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch and BlackRock Investments, Inc. Prior to joining SpiderRock Advisors, he spent over two decades at Merrill Lynch and BlackRock. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, including asset managers, registered investment advisers, banks, family offices, and high-net-worth individuals. The firm employs systematic, technical, and rules-based processes combined with quantitative and fundamental analysis to manage option-based hedges and yield-enhancing overlays.

Richard Feild is a financial advisor at Hilltop Securities Inc. in San Antonio, TX, holding Series 63, 65, and 66 licenses with 49 years of industry experience. He has been with Hilltop Securities since 2016. Outside of finance, Feild is involved in film production, serving as co-writer, co-producer, and executive producer for several independent film projects. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutions, managing approximately $2.25 billion in assets. The firm offers a range of managed account programs through an open-architecture platform, combining adviser-managed and model-based investment solutions with custody and specialized municipal bond strategies.

Francisco Sanchez is a financial advisor at Krilogy with eight years of industry experience. He holds a Series 65 credential and previously worked at Phlox Capital Management, LLC for seven years and at The University of Texas at Dallas for three years. Krilogy Financial serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning and consulting, corporate retirement plan consulting, family office services, and sub-advisory and separately managed account model delivery, using a long-term investment approach combined with tactical overlays and advisor-led risk profiling.

Corey Long is a CFP® with 15 years of experience in financial advising. He is currently with True North Advisors, LLC and has previously worked at Clear Rock Advisors, Polaris Wealth Advisory Group, and Raub Brock Capital Management. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions through comprehensive financial planning, portfolio management, and consulting. The firm employs a fundamentally driven, bottom-up investment approach with a focus on value-oriented strategies, supplemented by passive indexed ETFs, SMAs, and alternative or private investments.

Joseph Morrison is a CFP® professional with three years of industry experience. He currently works at True North Advisors, LLC and previously held roles at Fisher Investments and Texas Christian University. His background also includes a three-year period with the Chicago Cubs. 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, as well as institutional clients, offering comprehensive financial planning, portfolio management, and advisory services with a focus on value-oriented strategies and broad diversification across multiple asset classes.

Christopher Cervantes is a financial advisor at Hilltop Securities Inc. in Dallas, TX, with 14 years of industry experience. He holds a Series 66 designation and has been with Hilltop Securities since 2005. Outside of his advisory role, he is the sole owner of TOVA Investment LLC, an entity created to hold real estate rental property. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan consulting, and a range of brokerage and custody functions. The firm provides an open-architecture platform that includes third-party and firm-sponsored strategies, along with custody, banking, and market-making capabilities.

Jamie Scott is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has worked at True North Advisors, LLC since 2019 and previously spent three years with Moss Adams Wealth Advisors LLC. Based in Dallas, TX, he currently serves as part of a multi-team practice. 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, institutional clients, and other business entities, offering comprehensive financial planning and portfolio management with a value-oriented, diversified investment approach across multiple asset classes.