Gayle Terry is a financial advisor with Arax Advisory Partners in Dallas, TX, holding the Series 63 and Series 65 designations and having 41 years of industry experience. She previously worked at U.S. Capital Wealth Advisors, LLC, USCA Securities LLC, USCA RIA LLC, and RBC Capital Markets Corporation. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and private fund advisory, utilizing both in-house and external managers along with alternative investments and AI-supported research tools.

Dennis Ashby is a financial advisor at Momentum Independent Network Inc. with 41 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at IMS Financial Advisors, Inc. and IMS Securities, Inc. Ashby serves as a volunteer on the Board of Directors Finance Committee for Eagle Lake Recreation Center. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing a platform model that integrates third-party managers and affiliated municipal bond strategies.

James Shafer is a CFP® with 19 years of experience in the financial industry. He is affiliated with Momentum Independent Network Inc. and has worked at Sws Financial Services since 2011, following three years at Waddell & Reed. Shafer serves on the board of the Amarillo Area Estate Planning Council. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities within the Hilltop group.

Christopher Pate is a financial advisor with True North Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at True North Advisors since 2019 and serves as Managing Director of Western Commerce Group, LLC, a holding company of a broker/dealer, where he is involved in private equity. Prior to this, he was with Western Strategic Advisors, LLC and Western Research & Management, LLC from 2011 to 2018. 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, combining manager due diligence and quantitative tools to set client allocations and model outcomes.

Katie McMahon is a financial advisor at Hilltop Securities Inc. in Dallas, TX, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hilltop Securities since 2016. Hilltop Securities serves both individual and institutional clients, offering a range of advisory and broker-dealer services including managed accounts, financial planning, and retirement-plan consulting. The firm combines custody, banking, and market-making capabilities, providing clients access to diverse investment strategies and open-architecture platforms.

Carolyn Smith is a financial advisor with ValMark Advisers, Inc. She holds a Series 66 designation and has 21 years of industry experience. Her prior roles include positions at Lion Street Advisors and Kestra Financial Services. Outside of her advisory work, she is a senior partner at C3 Financial Partners, where she is involved in the sales and service of life, disability, and long-term care insurance. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing a range of proprietary and third-party platforms and investment products.

John Dix Jr. is a financial advisor with Arax Advisory Partners in Dallas, TX, holding Series 63 and Series 65 credentials and possessing 54 years of industry experience. His career includes prior roles at Morgan Stanley Dw Inc., Wells Fargo Clearing, USCA Securities LLC, and U.S. Capital Wealth Advisors. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing both in-house teams and external managers along with traditional and alternative investments.

Mark Gehlbach is a financial advisor at True North Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 26 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 by providing 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 across four Functional Asset Classes: Equities, Fixed Income, Diversifiers, and Private Investments.

Philip Kistler is a CFA® charterholder with 15 years of industry experience, currently serving at Turtle Creek Trust in Dallas, TX. He has been with Turtle Creek Management since 2006, totaling 20 years at the affiliated firm. Turtle Creek Trust provides investment management and separately managed account services to individuals, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes fundamental analysis across equity, fixed income, and balanced strategies and manages most assets on a non-discretionary basis.

Duane Roberts is a CFA® charterholder with 23 years of industry experience. He has been with Dana Investment Advisors, Inc. since 2008. Dana Investment Advisors, Inc. is an independent investment management firm serving individual and institutional clients, including pension plans, high-net-worth individuals, banks, insurance companies, and public-sector entities. The firm offers discretionary and non-discretionary equity and fixed-income portfolio management with an emphasis on relative-value equity selection and fixed-income strategies focused on income and credit quality, incorporating ESG screening and client-directed social or faith-based exclusions.

Allan Peiser is a financial advisor at Prosperity - An EisnerAmper Company with 25 years of industry experience and holds a Series 66 designation. He has worked at several firms, including EisnerAmper and Avantax Advisory Services, Inc., and is also a contract partner at Eisner Advisory Group LLC, advising clients on tax transactions. Peiser is involved in theater production as a passive investor in the "Dear Evan Hansen" tours. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in assets and focuses on asset allocation and diversification, utilizing third-party Independent Managers and technology platforms to support its services.

Samuel Acho is a financial advisor at AWM Capital, LLC with three years of industry experience. He holds a Series 65 designation and has worked with AWM Capital since 2022. Outside of his advisory role, Acho is the founder and president of Athletes for Justice, a nonprofit organization that mobilizes athletes to advocate for systemic change. He also serves as a board member at St. Mark's School of Texas and is vice president of Living Hope Christian Ministries, which organizes medical mission trips to Nigeria. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm emphasizes liability-driven investing and asset allocation, managing approximately $1.15 billion through a multi-team staff of 24 advisors.

Joseph Martinez Jr. is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Krilogy since 2023. Prior to joining Krilogy, he worked at Phlox Capital Management, LLC for eight years. He also provides voluntary, non-compensated investment advisory consultation to a hospital retirement plan committee. Krilogy serves a diverse client base including high-net-worth individuals, corporations, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy with tactical adjustments and offers a range of services such as portfolio management, financial planning, and corporate retirement plan consulting.

Carleigh Seesing is a financial advisor at Hilltop Securities Inc. in Dallas, TX. She holds the Series 66 designation and has six years of experience in the financial services industry. Prior to joining Hilltop Securities, she worked various roles including positions at Missouri State University, Springfield Brewing Co, Platinum Hair Salon, and Circle 7 Ranch. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed account programs, financial planning, and retirement-plan advisory. The firm provides an open-architecture platform combining third-party and firm-sponsored strategies, with notable capabilities in custody, banking, and municipal bond offerings.

Christian Yoss is a CFP®-designated financial advisor at Simon Quick Advisors, LLC with 32 years of industry experience. He previously worked at firms including JPMorgan Securities LLC, Goldman Sachs & Co LLC, Cetera Advisor Networks, United Capital Financial Advisers LLC, and TIAA. Yoss is based in Dallas, TX. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, and foundations by offering wealth management, investment consulting, and financial planning. The firm employs a multi-manager approach combining proprietary quantitative analysis and due diligence, and distinguishes itself through fund sponsorship, tax-return preparation, and a range of administrative services.

Benjamin Poe is a financial advisor at McAdam LLC in Dallas, TX, with five years of industry experience. He holds a Series 65 credential and has previously worked at Dauby O'Connor & Zaleski LLC and Walt Disney World. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis, employing fundamental analysis and offering specialized investment options such as direct indexing, private funds, and cryptocurrency exposures.

Belle Harris is a financial advisor at M Holdings Securities, Inc. with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and TD Ameritrade. M Holdings Securities, Inc. serves a wide range of clients, including high-net-worth individuals, retirement plans, and charitable organizations, through a nationwide network of independent firms. The firm offers advisory and brokerage services such as discretionary investment management, retirement plan consulting, and financial planning, supported by ongoing monitoring and use of third-party sub-advisors and platform providers.

Jonathan Mcclellan is a financial advisor at Hilltop Securities Inc. with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Hilltop Securities since 2019, following prior roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Hilltop Securities serves individual, high-net-worth, and institutional clients through advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement-plan consulting, and a range of municipal bond and specialty investment strategies while providing custody, banking, and market-making capabilities.

Mark Callahan is a financial advisor at Aptus Capital Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Aptus since 2019. His prior experience includes working at Esposito Securities, LLC from 2016 to 2018. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and provides services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses primarily ETF-based strategies combining technical and fundamental analysis, manages portfolios on a discretionary, model-driven basis, and offers a variety of advisory and investment services including portfolio management, financial planning, and options overlay solutions.

Rhys Cooper is a CFP® with seven years of experience in financial advising, currently with Integrity Advisory Solutions since 2024. His prior roles include positions at Jarvis Financial Services, Shilanski & Associates, Financial Insights Wealth Management, and UBS. Outside his main firm, he is also a financial advisor with Silverleaf Wealth Management. 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 a range of services including portfolio management, financial planning, retirement consulting, sub-advisory programs, and fiduciary management, using a variety of investment strategies and third-party platforms.