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 65 and Series 63 licenses with 14 years of industry experience. His prior work 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 through investment advisory, portfolio management, financial planning, and brokerage services. The firm offers multiple managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities within the Hilltop group.

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 designation and 16 years of industry experience. He has been with UMB Financial Services and UMB Bank since 2019, following roles at Wells Fargo Clearing and Wells Fargo Bank. UMB Financial Services, Inc. provides advisory and brokerage services to a diverse client base that includes individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account options and operates as an SEC-registered investment adviser, broker-dealer, and municipal advisor, with a notable affiliation to UMB Bank.

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.

Ryan Lister is a financial advisor at Hilltop Securities Inc. based in Dallas, TX, holding a Series 66 designation. He has been with Hilltop Securities since 2025 and previously worked in various roles including positions at the University of Texas at Dallas and the Dallas North Aquarium. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering a range of investment advisory and broker-dealer services. The firm provides managed account programs, financial planning, and retirement-plan consulting through an open-architecture platform that incorporates third-party technology and managers alongside firm-sponsored strategies.

Clayton Fisher is a Certified Financial Planner® (CFP®) with 21 years of industry experience. He is currently with Arax Advisory Partners and has previously worked with U.S. Capital Wealth Advisors, USCA Securities, USCA RIA, and Wells Fargo Clearing. Arax Advisory Partners offers wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a mix of in-house portfolio teams and independent managers, using both traditional and alternative investments, and integrates AI tools to complement its research and operations.

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.

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 at Hilltop Securities Inc. with one year of industry experience. He holds Series 66 and Series 63 designations and previously worked at Charles Schwab and Brookfield Custom Homes. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers a range of managed account programs, financial planning, retirement-plan advisory, and brokerage functions, distinguished by its integration of custody, banking, and market-making capabilities.

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.

James Mathis is a financial advisor with Integrated Advisors Network LLC in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has held roles at Calton & Associates, Inc., First Financial Equity Corp., and Echelon Investment Management. Outside of his advisory work, Mathis serves as an outside consultant for VISAQ / Coleman Research, providing expertise to clients on an as-needed basis. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and related consulting, utilizing a combination of fundamental and quantitative analysis along with access to third-party managers and private funds.

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.

Tara Davis is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Dallas, TX. She holds Series 63 and Series 66 licenses and has 13 years of industry experience, including prior roles at TIAA-CREF and First Command Advisory Services. M HOLDINGS SECURITIES, Inc. serves a diverse 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 broad range of advisory and brokerage services, combining discretionary and non-discretionary investment management with financial planning and retirement plan consulting.

Jacob Morton Jr. is a financial advisor at Stephens in Dallas, TX, holding a Series 66 designation and having one year of industry experience. He has held positions at several firms, including Clover Partners and Valley Bank, and has experience in hospitality and education sectors through roles at Luigi's Restaurant and Fairfield College Preparatory School. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of discretionary and non-discretionary management programs and integrates bottom-up equity research with committee-driven asset allocation, while also providing brokerage, investment banking, and municipal advisory services.