Walter Virden III is a CFP® with 26 years of industry experience, currently serving as an advisor at Momentum Independent Network Inc. since 2001. He is also a partner at Virden Chapman & Virden CPAs, a CPA firm operating since 1969. Outside of his advisory and accounting roles, he serves on the board of Saint Mark's Church and participates on the finance committee of the Episcopal Diocese of Fort Worth. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients. The firm offers a range of advisory and brokerage services, utilizing third-party managers and a platform model that integrates with Hilltop affiliates for investment management and cash management solutions.

William Fairley is a financial advisor at Western Wealth Management LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2012. Fairley also operates as an insurance agent for MassMutual. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and consulting through a decentralized network of 88 advisors using varied investment strategies and access to multiple advisory programs.

Marc Sloter is a CFP® with over 21 years of industry experience. He is currently with Western Wealth Management LLC, where he has worked since 2019, and has also been affiliated with LPL Financial since 2011. Prior to that, he was associated with FWPAM, LLC and Whitney, Wetzel & Kuether, LLC. Western Wealth Management LLC serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and pension plan sponsors. The firm provides comprehensive portfolio management, financial planning, and institutional investment services through a decentralized network of advisers, offering access to multiple advisory programs and a broad range of investment strategies.

Kaylynn Dalebout is a financial advisor at Wealth Management with seven years of industry experience. She holds the PFS™ designation and Series 63 license. Prior to joining Wealth Management, Kaylynn worked at Yellowstone Partners and owns Clockwork Accounting & Tax Services, which provides accounting and tax preparation services. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients with discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios focused on cost minimization and long-term, buy-and-hold strategies.

Cort Laurence is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 66 designation and 26 years of industry experience. He previously worked at LPL Financial, LLC for 10 years and has been with Strategic Financial Concepts since 2008. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary investment management using model portfolios and third-party managers, and is notable for its integration of insurance-related activities alongside traditional asset management.

J Paul Prasifka is a financial advisor at Gradient Securities, LLC with 20 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Rhodes Securities, Inc. for nine years. Outside of his advisory role, Prasifka serves as president-elect of the Fort Worth Texas Exes alumni association. Gradient Securities, LLC provides financial planning, consulting, and non-discretionary asset management services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary investment approach and integrates fundamental, technical, and cyclical analyses with third-party manager oversight.

Adam Farag is a CFP® affiliated with Forvis Mazars Wealth Advisors, LLC, based in Fort Worth, TX. He joined the firm in 2023 after previous experience at Kohls and as a student at Texas A&M University. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, consulting, and retirement plan services. The firm employs a customized investment approach that integrates active and passive strategies, tax considerations, and diversification, and operates as a subsidiary of a national accounting and professional services firm.

Lynn Gill is a financial advisor with Western Wealth Management LLC in Aledo, TX, holding Series 63, Series 65, and Series 66 licenses and bringing 23 years of industry experience. Lynn’s career includes roles at Wells Fargo Clearing and Wells Fargo Bank NA prior to joining Western Wealth Management and LPL Financial in 2021. Western Wealth Management serves a diverse client base, including individuals, corporations, retirement plans, and institutional clients, offering comprehensive portfolio management and financial planning. The firm operates as a decentralized network of advisors who utilize a combination of proprietary and third-party investment strategies, with a focus on flexible investment implementation and annual account reviews.

Matthew Dorchak is a financial advisor at Cary Street Partners with 13 years of industry experience. He holds a Series 65 designation and previously worked at Keene & Associates, Inc. for 13 years before joining Cary Street Partners in 2025. Outside of his advisory role, he owns and manages rental properties. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, serving specialized institutional niches such as state and municipal government entities and insurance company clients.

Jai Doshi is a financial advisor with Calton & Associates, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Calton & Associates since 2006 and previously worked at Choice Investments, Inc. Doshi serves as a director on the board of the Fort Worth Lions Club, a local civic organization. Calton & Associates is a multi-team registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing various investment approaches and overseeing third-party money managers through formal due diligence processes.

Troy Willcox is a financial advisor with Infinity Financial Services Advisory, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining Infinity, he worked at Forthright Capital Partners LLC and Brushfire Technology. He is also involved in soliciting individual life insurance and fixed annuity products through Forthright Capital Partners. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm serves individual and high-net-worth clients using a multi-method investment approach that includes fundamental, technical, and quantitative analysis, and employs a variety of investment products such as mutual funds, ETFs, options, and alternative investments.

Laura Taylor is a financial advisor with Forvis Mazars Wealth Advisors, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at several firms, including BKD Wealth Advisors and Diversified Investors Securities Corp., before joining Forvis Mazars. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, consulting, and retirement plan services. The firm integrates these services with tax, accounting, and family-office support from its parent company, employing a customized investment approach that combines active and passive strategies tailored to clients’ objectives and risk tolerance.

Daniel Geehan is a financial advisor at Independence Square Holdings, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors and R. F. Lafferty & Co., Inc. In addition to his advisory role, he is an independent insurance agent for various insurance companies. Independence Square Holdings operates as a multi-team advisor with around 40 advisors, serving individuals, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm uses a combination of customized portfolios, model portfolios, and third-party solutions, with a notable emphasis on digital and platform services to support client strategies.

Alejandra Navarro is a financial advisor at CoreCap Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Ameritas Investment Corp., CCF Investments, and Capital Choice Financial Services. Outside of her advisory work, she is involved as a driver delivering U.S. mail for Tracie McCormick Trucking. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and works with sub-advisors and third-party asset managers.

Carson Graves is a financial advisor at Gradient Advisors, LLC with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Gradient Advisors since 2017. Additionally, he owns and operates Carson Enterprise, a retirement education center, and is involved in real estate as a licensed realtor. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm primarily operates through a network of Investment Advisor Representatives and third-party money managers, focusing on a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Samantha Maynard is a financial advisor at Principal Financial Services in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Principal Securities, Inc. and Principal Life Insurance Company in 2026, she spent seven years at The University of Texas at Dallas. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel stationed overseas. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Omar Esparza is a financial advisor at VOYA Financial Advisors, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with VOYA Financial Advisors and its affiliates since 2010, including prior roles at Principal Financial Services. VOYA Financial Advisors, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and portfolio management services through a large network of advisors, utilizing model portfolios, third-party managers, and technology-enabled tools across non-discretionary and discretionary account arrangements.

Marcus Zapata is a CFP® with nine years of experience in financial services, currently with First Command Advisory Services in Fort Worth, TX. He has held roles at several affiliated First Command entities since 2017 and previously worked at H&R Block and Alamo Insurance and Wealth Management. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects portfolios and third-party managers from approved lists.

Thomas Wilkins is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 20 years of industry experience. He has been with First Command Financial Services and its affiliated firms since 2006. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to design and manage model portfolios using mutual funds, ETFs, and third-party managers.

Joshua Shirley is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with First Command Advisory Services since 2015 and affiliated with related First Command entities since 2008. Outside of his advisory role, he is a partner in Yamaoroza Apothecary and Teas LLC, a small business involved in event setup and product transportation. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to manage model portfolios and select third-party managers from approved lists.