Jacob Edwards is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation and 22 years of industry experience. He 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 offers a range of managed account programs and retirement-plan fiduciary services, utilizing an open-architecture platform with both adviser-managed and model-based investment solutions.

John Patterson is a financial advisor with Momentum Independent Network Inc. in Dallas, TX. He holds a Series 66 designation and has 22 years of industry experience. Prior to joining Momentum Independent Network Inc., he worked at Sws Financial Services for 18 years. Outside of his advisory role, he is involved in property and casualty insurance and health insurance as an owner and agent. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients by offering investment advisory, portfolio management, financial planning, and brokerage services. The firm provides both discretionary and non-discretionary investment solutions through multiple managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities.

Brittany Griggs is a Series 65-licensed financial advisor at Krilogy in Dallas, TX, with two years of industry experience. Prior to joining Krilogy, she worked at Greenhill School and Spindlemedia. Krilogy serves a diverse clientele including high-net-worth individuals, corporate and institutional clients, and charitable organizations, offering services such as portfolio management, financial planning, and family office support. The firm employs a long-term investment approach guided by an internal Investment Committee and utilizes both active and passive strategies tailored to client needs.

Jeffrey Schulz is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding a Series 65 credential and seven years of industry experience. He has worked with several firms, including Burlington Alliance Capital Management and Brookstone Capital Management. Outside of advising, Schulz helps customers with life insurance and annuities through Premier FutureGuard and conducts seminars introducing clients to Integrated Trust Systems. 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, utilizing diverse investment strategies and third-party platforms.

Susanna Hartwig is a financial advisor with Principal Advised Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Principal Securities Inc and Principal Life Insurance Company since 2008 and joined Principal Advised Services in 2022. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models in both non-discretionary recommendations and a discretionary investment management program. The firm is part of the Principal Financial Group family, leveraging operational integration with affiliated entities to offer access to proprietary products and coordinated support.

Bond Cuyos Blackman is an advisor at International Assets Investment Management, LLC based in Dallas, TX. He holds the Series 66 designation and has one year of industry experience, with prior roles at MCI Megatel Capital Investment and Merrill. Outside of finance, he has experience working with Scratch Kitchen & Cocktails and Norman Nerds, as well as involvement with the University of Oklahoma. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm’s independent adviser representatives offer customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, often incorporating third-party money managers, sub-advisers, or wrap programs.

Juliana Howe is a financial advisor at Krilogy with a Series 65 credential and one year of industry experience. Prior to joining Krilogy, she worked at FS Advisors for two years. Outside of finance, she has experience managing Florida Beach Horses and has been involved in babysitting for over ten years. Krilogy serves a diverse client base, including high-net-worth individuals, institutional clients, and family offices. The firm employs a long-term investment philosophy with an internal committee managing model portfolios and offers active and passive strategies, customized bond ladders, and alternative investments.

Dana Davidson is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding the PFS™ credential and Series 63 and 65 licenses. He has 34 years of industry experience, including prior roles at Cetera Advisor Networks LLC and his own CPA firm, Dana B. Davidson CPA Company P.C. He serves as a trustee for Judson University and is involved in various business activities including tax accounting, financial services, professional gaming analysis, and movie production. Momentum Independent Network Inc. provides investment advisory, portfolio management, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm uses a variety of discretionary and non-discretionary investment strategies and integrates broker-dealer operations with banking and municipal advisory services through its Hilltop group affiliations.

Canyon Ceman is a financial advisor at Momentum Independent Network Inc. with three years of industry experience. He holds a Series 66 designation and previously worked for World Wrestling Entertainment from 2012 to 2021. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing third-party managers and integrated solutions with Hilltop affiliates.

Patrick Lovelady is a financial advisor at Hilltop Securities Inc. with 18 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining Hilltop Securities. Lovelady serves on the boards of the Amarillo College Foundation and the Eldon Durrett Scholarship, both nonprofit organizations. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions. The firm combines custody, banking, and market-making capabilities with an open-architecture platform featuring third-party and firm-sponsored investment strategies.

Troy Smith is a financial advisor at Momentum Independent Network Inc. with 20 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Charles Schwab from 2008 to 2012. Troy serves as a board member of the Salado Community Foundation. Momentum Independent Network Inc. provides investment advisory, portfolio management, and brokerage services to individuals, corporations, institutions, and retirement plans. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities through its affiliation with the Hilltop group.

Tyler Ashley is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding a Series 65 credential and two years of industry experience. His prior roles include positions at Infinite Wealth Advisors LLC, Namcoa, and Florida Financial Advisors, as well as earlier experience at Lincoln Harris and Coca-Cola Bottling Company Consolidated. Outside the financial industry, he was involved with Better Way Landscaping for two years. Integrity Advisory Solutions serves individuals, including high-net-worth clients, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and sub-advisory programs, utilizing both fundamental and technical analysis and a variety of asset allocation strategies.

Aakash Panchal is a financial advisor with SignatureFD, LLC in Dallas, TX. He holds a Series 65 designation and has over nine years of experience, including roles at SignatureFD since 2022 and E*Trade from 2020 to 2022. Prior to his advisory career, he spent five years at the University of Georgia. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and several private investment funds.

Thomas Porter is a financial advisor at International Assets Investment Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Grove Point Investments, LLC, H. Beck, Inc., and National Planning Corporation. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, individual equities, and fixed income, and may employ third-party money managers and wrap programs as part of its investment approach.

Matthew Rupert is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 designations and possessing 27 years of industry experience. He has been with Hilltop Securities Inc. since 2009 and its Independent Network since 2006. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm provides managed account programs, financial planning, retirement-plan advisory, and annuity-based solutions, operating an open-architecture platform that includes third-party and firm-sponsored strategies, along with custody, banking, and market-making capabilities.

Scott Wilson is a financial advisor with Hilltop Securities Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC, Touchstone Securities, and IFS Financial Services. Hilltop Securities Inc. offers brokerage, execution, 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 provides a range of portfolio management programs and fiduciary services through an open-architecture platform that integrates multiple investment strategies and operational features.

Charles Hall Jr. is a financial advisor at True North Advisors, LLC with 19 years of industry experience. He holds a Series 65 designation and previously worked at Clear Rock Advisors, LLC for eight years. Hall is also involved in managing the Coast Foundation, a family foundation. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and institutions with financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach focused on value-oriented strategies and offers both separately managed accounts and private pooled investment vehicles.

Matt Peden is a CFA® charterholder with 24 years of industry experience. He is currently with True North Advisors, LLC, where he has worked since 2023. Prior to that, he was with American Beacon Advisors from 2021 to 2023 and Guidestone Financial Services from 2009 to 2021. 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 value-oriented bias and incorporates passive indexed ETFs, separately managed accounts, and alternative investments when appropriate.

Carter Monrad is a financial advisor with Hilltop Securities Inc. holding a Series 66 designation. He has been in the industry since 2019, with prior experience at Hartmann Taylor Wealth Management and Momentum Independent Network Inc. Monrad has also been involved with Kinsmen Lutheran Church in a non-investment capacity. Hilltop Securities serves individual, high-net-worth, and institutional clients through advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity solutions. The firm provides an open-architecture platform combining third-party and firm-sponsored strategies, with capabilities in custody, banking, and market-making.

Traci Kurtz is a financial advisor with Hilltop Securities Inc. based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Cetera-affiliated firms and Next Financial Group Inc. before joining Hilltop Securities. Hilltop Securities serves a diverse client base of individuals, including high-net-worth clients, and institutional investors, providing advisory and broker-dealer services through an open-architecture platform that incorporates third-party and firm-sponsored investment strategies. The firm combines custody, banking, and market-making capabilities, offering comprehensive financial solutions such as managed accounts, retirement-plan consulting, and municipal bond programs.