Brannon Johnson is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining Hilltop Securities in 2023, he worked at Fidelity Investments and held roles outside the financial sector, including positions at Oxbow Calcining, Mellow Mushroom, Amelia Farm and Market, Onion Creek Club, and Aramark. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering investment advisory and broker-dealer services on an open-architecture platform. The firm combines custody, banking, and market-making functions and provides access to third-party and proprietary investment strategies.

Trevor Dunfee is a CFP® professional with experience at True North Advisors, LLC and Texas A&M-College Station. He has been with True North Advisors since 2023. 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 focused on value-oriented strategies, supplemented by passive indexed ETFs, separately managed accounts, and alternative or private investments.

Adam Waszkowski is a CFA® charterholder with 16 years of industry experience, currently advising at Integrity Advisory Solutions in Dallas, TX. He previously worked at Namcoa for 13 years, Morgan Stanley for 2 years, and Citigroup Global Markets for 1 year. 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 sub-advisory services, employing a range of investment approaches including strategic and tactical asset allocation, model portfolios, and discretionary management.

Robert Theisen Jr. is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding the PFS™ credential and Series 63 and 65 licenses. He has 35 years of industry experience, including prior roles at Investacorp Advisory Services, Inc. and Investacorp, Inc. Outside of his advisory work, he owns a tax preparation business and serves as president of an insurance-related firm. 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 with third-party managers and Envestnet for investment advice, account management, and offers various managed account options along with integration of municipal bond strategies sponsored by Hilltop affiliates.

John Thurlow is a financial advisor at Prairie Capital Management Group, LLC in Dallas, TX, holding a Series 66 designation with 11 years of industry experience. He previously worked at Goldman Sachs from 2014 to 2018 before joining Prairie Capital in 2019. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients by providing asset consulting, investment supervisory services, and managing limited partnerships and pooled investment vehicles. The firm employs a multi-manager, multi-strategy approach, setting allocation parameters and selecting independent portfolio managers rather than directly investing client assets for most accounts.

Michael Anderson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at True North Advisors, LLC since 2009. Based in Dallas, TX, he holds the Series 65 designation. 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, while incorporating passive indexed ETFs, SMAs, and alternative or private investments as appropriate.

Christopher Cassidy is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. His career includes roles at several firms such as LPL Financial, Cambridge Investment Research, Wells Fargo, Truist Investment Services, and Merrill. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, sub-advisory programs, and client referral services while integrating retirement-plan advisory capabilities with affiliated program sponsorship.

Kris Westergaard is a CFP® professional with 23 years of industry experience, currently serving at Momentum Independent Network Inc. since 2009. He holds Series 66 registration and is based in Dallas, TX. Westergaard is also a trustee for two family-owned farm trusts, the Edgar Johnson Trust and the Mildred Westergaard Trust. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients. The firm offers advisory and brokerage services with a platform model that integrates third-party managers and Envestnet, and features specialized municipal bond strategies sponsored through Hilltop affiliates.

Matthew Borowski is a financial advisor at True North Advisors, LLC in Dallas, TX, with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with True North Advisors since 2013. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions by providing comprehensive financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach with an emphasis on value-oriented strategies, incorporating passive indexed ETFs, separately managed accounts, and alternative investments as appropriate.

Todd May is a financial advisor at Realta Investment Advisors, Inc. He holds a Series 66 designation and has experience working in various roles since 2004, including positions at Constellation Brands and Republic National Distributing Company. Todd joined Realta Investment Advisors in 2026. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and employs diverse investment strategies across multiple asset classes, supported by a range of portfolio management and retirement-plan consulting services.

Adam Mastin is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63, 65, and 66 licenses and two years of industry experience. His prior roles include positions at First Command Insurance Services, Foundations Investment Advisors LLC, and Decisive Insurance. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily provides advice through managed advisory programs utilizing third-party portfolio managers and supports solutions such as unified managed accounts and automated ETF portfolios.

William Sanders is a financial advisor at True North Advisors, LLC in Dallas, TX, holding Series 63, 65, and 66 licenses with 13 years of industry experience. His prior roles include positions at Clear Rock Advisors, LLC, Atlas Efficiency Solutions, and BNY Mellon Advisors, Inc. 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 plans, trusts, estates, foundations, and other entities, employing a fundamental, bottom-up investment process with a value-oriented bias and diversification across multiple asset classes.

Thomas Du is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Hilltop Securities in 2024, he worked at Wells Fargo Clearing Services and Fidelity Investments. Outside of finance, he is involved in a family-owned construction business where he performs administrative and handyman tasks. Hilltop Securities serves individual and institutional clients, offering investment advisory and broker-dealer services on an open-architecture platform. The firm provides managed accounts, financial planning, and retirement plan consulting, supported by custody, banking, and market-making capabilities.

Christopher Glass is a financial advisor at Zacks Investment Management, Inc. based in Dallas, TX, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at Zacks Investment Management since 2007 and was previously with LBMZ Securities, Inc. from 2023 to present. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs a quantitative and qualitative investment approach driven by proprietary models, offering a range of strategies and investment vehicles while managing a high client-to-advisor ratio and licensing indices and model portfolios to third parties.

Jeffrey Kaufman is a CFP® with 26 years of industry experience, currently serving at Integrity Advisory Solutions. His career includes roles at WR Wealth Planners LLC, Concorde Asset Management, and ownership of JK Financial, LLC, among others. Outside of financial advising, he manages Kaufman Family Farms, which specializes in farming and row crop production. Integrity Advisory Solutions supports a broad client base including individuals, trusts, estates, and corporations through a network of independent advisors. The firm offers portfolio management, financial planning, retirement consulting, and utilizes multiple investment platforms and strategies, integrating retirement-plan advisory with affiliated program sponsorship.

Matthew Medell is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at J.P. Morgan Securities, LLC, Morgan Stanley, Capital One Investing, LLC, and Fxcm. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and 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.

Brian Heider is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at True North Advisors, LLC since 2014. He is based in Dallas, TX. 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 organizes portfolios using four Functional Asset Classes.

Christopher Steinsholt is a financial advisor with Csenge Advisory Group, LLC in Dallas, TX, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Edward Jones. He serves on the Board of Directors for the Rotary Club of Rockwall and holds leadership roles with the Texas Valor Project and Rockwall County Republican Men’s Club. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm combines fundamental and technical analysis with a relative strength methodology and a top-down market approach, offering customized portfolio management through discretionary and model-based strategies.

Dhruv Maniktala is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at True North Advisors, LLC since 2015. He is based in Dallas, TX and holds the Series 63 license. True North Advisors provides comprehensive financial planning, portfolio management, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions. The firm employs a fundamentally driven, bottom-up investment approach focused on value-oriented strategies, while incorporating passive indexed ETFs, SMAs, and alternative or private investments as appropriate.

Petia Moutaftchieva is a Series 66 licensed financial advisor at Hilltop Securities Inc. in Dallas, TX, with 12 years of industry experience. She has been with Hilltop Securities since 2016. Hilltop Securities Inc. provides brokerage, execution, 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 offers a range of portfolio management programs through an open-architecture platform that includes advisor-managed and model-based solutions, along with specialized municipal bond strategies and custody capabilities.