Stephen Mendel is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Integrity Advisory Solutions and previously spent 10 years at Vested Legacy Wealth Management. In addition to his advisory work, Mendel is the owner and managing partner of The Mendel Law Firm, focusing on estate and trust planning, probate administration, and elder law. Integrity Advisory Solutions is a multi-team firm serving individuals, trusts, estates, corporations, and business clients through a network of independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, utilizing a variety of investment strategies and third-party platforms.

Charles Dix is a financial advisor at Arax Advisory Partners with 42 years of industry experience. His prior roles include positions at U.S. Capital Wealth Advisors and USCA Securities. Outside of advisory work, he is a majority owner of ActFit LLC, providing business advice for fitness and nutrition, and serves as a FINRA arbitrator. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors, overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, including the use of performance-based fee arrangements and carried-interest structures for qualified investors.

Alan Keppler is a financial advisor at Titleist Asset Management, LLC with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at JP Morgan Securities, Merrill, and Bank of America. Keppler also manages Paragon Private Wealth Group, operating as an investment advisory business under Titleist. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee, combining advisory services with affiliated brokerage and insurance activities.

Jonathan Yeakey is a Series 65-registered financial advisor with Integrity Advisory Solutions and has two years of industry experience. He previously operated as a sole proprietor and serves as Vice President of TNG Life LLC, where he has worked for eight years. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and 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 utilizes multiple asset-allocation strategies alongside third-party platforms to tailor investment solutions.

Eric Schindler is a financial advisor at Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 designations with 14 years of industry experience. His prior experience includes nine years at LPL Financial and one year at Cetera Advisors LLC. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients with investment advisory, portfolio management, financial planning, and brokerage services. The firm integrates broker-dealer operations with banking and municipal advisory capabilities, offering a range of managed account programs and overlay strategies through both discretionary and non-discretionary structures.

Thomas Faledas is a financial advisor at Hilltop Securities Inc. in Monterey, CA, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has been with Hilltop Securities since 2002. 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 variety of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform with multiple adviser-managed and model-based investment solutions.

Douglas Rand is a financial advisor with M Holdings Securities, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at M Financial Group, TMRS, Bright Screen, the Army National Guard, and BNY Mellon. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a range of advisory and brokerage services, utilizing various investment management programs and third-party sub-advisors to provide customized solutions.

Stephen Coy is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with Hilltop Securities Inc. and has previously worked at Momentum Independent Network Inc., Chessman Wealth Strategies, and Thrivent Financial. He is based in Dallas, TX. Hilltop Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional investors, offering investment advisory and broker-dealer services. The firm provides a range of solutions such as managed accounts, financial planning, and retirement-plan advisory, supported by an open-architecture platform and a combination of custody, banking, and market-making capabilities.

Matthew Lunde is a financial advisor with UMB Financial Services, Inc. in Dallas, TX, holding a Series 66 credential and 15 years of industry experience. He has worked at UMB Financial Services and UMB Bank since 2019, and previously held roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering multiple program options and a range of investment products including mutual funds, ETFs, and fixed income instruments.

Jacqueline Finley is a CFA® charterholder with 34 years of industry experience, currently affiliated with Momentum Independent Network Inc. She has held positions at Westwood Advisors, LLC since 2019 and has been associated with Foreside Fund Services, LLC and Westwood Holdings Group, Inc. since 2008 and 1995, respectively. Outside of her advisory roles, she is a private independent health insurance agent and co-general partner of an investment holding partnership. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement clients with investment advisory, financial planning, and brokerage services. The firm offers both discretionary and non-discretionary portfolio management solutions, integrating broker-dealer operations with municipal advisory and banking capabilities within the Hilltop group.

Clayton Fisher is a CFP® and holds a Series 66 license with 21 years of industry experience. He is currently with Arax Advisory Partners and has prior experience at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Arax Advisory Partners is an SEC-registered multi-team wealth manager with over 200 advisors, overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation.

Reiss Holt is a financial advisor with International Assets Investment Management, LLC in Dallas, TX. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining International Assets Advisory and Megatel Capital Investments, he worked at TIAA-CREF Individual & Institutional Services and Raymond James & Associates. 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 advisors. The firm offers customized long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may utilize third-party managers and wrap programs as part of its investment approach.

Craig Chandler is a Series 65-licensed advisor with Integrity Advisory Solutions in Dallas, TX, and has four years of industry experience. He is also the president of Chandler Wealth Management, which provides safe money solutions through fixed annuities and life insurance, and leads Crown Financial Marketing, a firm distributing annuity and life insurance products to independent advisors. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing various asset-allocation strategies and third-party platforms to tailor client portfolios.

Marcus Ham is a financial advisor with True North Advisors, LLC in Dallas, TX, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with True North Advisors since 2018. Outside the advisory business, he owns rental properties including a condo and a hotel. 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 focused on value-oriented strategies while incorporating passive indexed ETFs, separately managed accounts, and alternative investments.

Kellie Crewse is a financial advisor with True North Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining True North Advisors in 2019, she worked at J.P. Morgan Securities for 11 years. Outside of her advisory role, she is employed at Crewse Law Firm, where she works in commercial litigation representation on a limited basis. 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 while incorporating passive indexed ETFs, separately managed accounts, and alternative or private investments as appropriate.

Fletcher Hopper is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Hilltop Securities in 2026, he worked at Charles Schwab and has experience in the construction industry with Brookfield Custom Homes and Admiral Roofing & Construction. Hilltop Securities serves individual and institutional clients, including high-net-worth and retirement-plan sponsors, offering advisory and broker-dealer services on an open-architecture platform with various managed account and financial planning solutions. The firm combines custody, banking, and market-making capabilities and sponsors municipal bond strategies co-advised by Franklin Templeton Group and Western Asset Management.

Andrew Bernard is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Mississippi Federal Credit Union and Gainwell Technologies. Hilltop Securities serves a diverse client base including individual, high-net-worth, and institutional clients, offering a range of advisory and brokerage services with a focus on managed accounts, retirement-plan consulting, and municipal bond strategies. The firm utilizes an open-architecture platform combining third-party technology and proprietary investment products, alongside custody, banking, and market-making capabilities.

Anthony De Stefano is a financial advisor at Victory Financial with six years of industry experience. He holds the Series 66 designation and previously worked at Equitable and related affiliates from 2019 to 2026. Victory Financial Group serves a diverse client base including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach based on Modern Portfolio Theory and offers financial planning, discretionary investment management, and ERISA plan services.

Connor Hustava is a financial advisor at Stephens in Dallas, TX, holding the CFA® designation and Series 63 license with 15 years of industry experience. He has been with Stephens since 2016, including prior roles at Stephens Inc. Stephens is a multi-team investment adviser with approximately 243 advisors and about $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm provides a broad range of advisory, brokerage, investment banking, and custody services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Lana Calton is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 designations with 30 years of industry experience. She has been with Hilltop Securities since 2005. Outside of her advisory role, she serves as Vice-Chair of the Board of Trustees for the Securities Industry Institute and is on the Board of Trustees for the Securities Industry Institute at Wharton; she also chairs the Clearing Firm Committee at SIFMA. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement advisory, and brokerage functions, operating on an open-architecture platform that combines third-party technology with firm-sponsored strategies and provides custody, banking, and market-making capabilities.