Luke Ray is a CFP® certificant with two years of industry experience. He has worked at Brighton Jones LLC since 2026 and previously held roles at Hightower Advisors LLC and Gaschen Berlingeri & Associates. Outside of financial advising, he was employed by Bahama Bucks Franchise Corporation for two years prior to his advisory career. Brighton Jones LLC offers wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and provides discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support.

Matthew Den Bleyker is a Series 65-licensed financial advisor with five years of industry experience. He currently works at Lee Financial Company, LLC and has previously been employed at Commerce Street Investment Management, Guidestone, Fund Evaluation Group, and Larry Thompson & Associates. Lee Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based model using its WholeVision™ planning framework and manages customized portfolios that may include a variety of investment types, while also serving as adviser to private pooled investment vehicles and affiliated private partnerships.

Christopher Cervantes is a financial advisor at Hilltop Securities Inc. in Dallas, TX, with 14 years of industry experience. He holds a Series 66 designation and has been with Hilltop Securities since 2005. Outside of his advisory role, he is the sole owner of TOVA Investment LLC, an entity created to hold real estate rental property. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan consulting, and a range of brokerage and custody functions. The firm provides an open-architecture platform that includes third-party and firm-sponsored strategies, along with custody, banking, and market-making capabilities.

Jamie Scott is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at True North Advisors, LLC since 2019 and previously spent three years at Moss Adams Wealth Advisors LLC. Based in Dallas, TX, he is part of a firm with multiple advisory teams. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets. The firm serves high net worth individuals, corporate pension and profit-sharing plans, trusts, estates, and foundations, offering comprehensive financial planning, portfolio management, and wealth advisory services with a value-oriented, diversified investment approach.

Brannon Johnson is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to joining Hilltop Securities in 2023, he worked at Fidelity Investments and Oxbow Calcining, LLC. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan consulting, and annuity-based solutions. The firm combines custody, banking, and market-making capabilities with an open-architecture platform featuring both firm-sponsored and third-party investment strategies.

Trevor Dunfee is a CFP® professional with experience at True North Advisors, LLC and Texas A&M-College Station. He has been with True North Advisors since 2023. 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 focused on value-oriented strategies, supplemented by passive indexed ETFs, separately managed accounts, and alternative or private investments.

Stephen Wingard is a financial advisor with Csenge Advisory Group, LLC and holds a Series 63 designation. He has 29 years of industry experience, including roles at Madison Avenue Securities, Lion Street Financial, and IPS RIA LLC. Wingard is also a partner at The Wingard Group, which operates under the name Wayfinder Wealth. Csenge Advisory Group serves charitable organizations, corporations, and individual clients, including high-net-worth families, providing asset management, financial planning, and retirement plan consulting. The firm uses a systematic investment process combining fundamental and technical analysis with a relative-strength methodology to construct diversified portfolios primarily composed of mutual funds and ETFs.

Robert Theisen Jr. is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding the PFS™ credential and Series 63 and 65 licenses. He has 35 years of industry experience, including prior roles at Investacorp Advisory Services, Inc. and Investacorp, Inc. Outside of his advisory work, he owns a tax preparation business and serves as president of an insurance-related firm. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet for investment advice, account management, and offers various managed account options along with integration of municipal bond strategies sponsored by Hilltop affiliates.

John Thurlow is a financial advisor at Prairie Capital Management Group, LLC in Dallas, TX, holding a Series 66 designation with 11 years of industry experience. He previously worked at Goldman Sachs from 2014 to 2018 before joining Prairie Capital in 2019. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients by providing asset consulting, investment supervisory services, and managing limited partnerships and pooled investment vehicles. The firm employs a multi-manager, multi-strategy approach, setting allocation parameters and selecting independent portfolio managers rather than directly investing client assets for most accounts.

Michael Anderson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at True North Advisors, LLC since 2009. Based in Dallas, TX, he holds the Series 65 designation. 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 focus on value-oriented strategies, while incorporating passive indexed ETFs, SMAs, and alternative or private investments as appropriate.

Christopher Cassidy is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. His prior work includes positions at LPL Financial, Cambridge Investment Research, Wells Fargo, Truist Investment Services, and Merrill. 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 portfolio management, financial planning, retirement plan consulting, and sub-advisory programs, employing various asset-allocation strategies and third-party platforms to tailor client portfolios.

Kris Westergaard is a CFP® professional with 23 years of industry experience, currently serving at Momentum Independent Network Inc. since 2009. He holds Series 66 registration and is based in Dallas, TX. Westergaard is also a trustee for two family-owned farm trusts, the Edgar Johnson Trust and the Mildred Westergaard Trust. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients. The firm offers advisory and brokerage services with a platform model that integrates third-party managers and Envestnet, and features specialized municipal bond strategies sponsored through Hilltop affiliates.

Matthew Borowski is a financial advisor at True North Advisors, LLC in Dallas, TX, with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with True North Advisors since 2013. 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 an emphasis on value-oriented strategies, incorporating passive indexed ETFs, separately managed accounts, and alternative investments as appropriate.

Todd May is a financial advisor at Realta Investment Advisors, Inc. He holds a Series 66 designation and has experience working in various roles since 2004, including positions at Constellation Brands and Republic National Distributing Company. Todd joined Realta Investment Advisors in 2026. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and employs diverse investment strategies across multiple asset classes, supported by a range of portfolio management and retirement-plan consulting services.

Adam Mastin is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66, Series 65, and Series 63 licenses and two years of industry experience. His prior roles include positions at First Command Insurance Services, INC and Foundations Investment Advisors LLC. Mastin also has seven years of experience with Decisive Insurance. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and offers layered investment solutions including unified managed accounts and digital automated ETF portfolios.

Steven Kenny is a financial advisor at Hilltop Securities Inc. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Truist Advisory Services, Truist Investment Services, and BB&T Securities. He is also a member of 1119 Partners, LLC, an entity used for private investments. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering a range of advisory and brokerage services through an open-architecture platform that includes third-party and firm-sponsored investment strategies. The firm combines custody, banking, and market-making capabilities, and sponsors specialized municipal bond strategies alongside other program offerings.

William Sanders is a financial advisor at True North Advisors, LLC with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining True North Advisors in 2024, Sanders spent nine years with Clear Rock Advisors, LLC and also worked at Atlas Efficiency Solutions. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets. The firm serves very high net worth and ultra-high net worth individuals, corporate pension and profit-sharing plans, trusts, estates, foundations, and other business entities, offering comprehensive financial planning, portfolio management, and advisory services including discretionary management of private pooled investment vehicles through its Western Alternative Strategies division.

Thomas Du is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Hilltop Securities in 2024, he worked at Wells Fargo Clearing Services and Fidelity Investments. Outside of finance, he is involved in a family-owned construction business where he performs administrative and handyman tasks. Hilltop Securities serves individual and institutional clients, offering investment advisory and broker-dealer services on an open-architecture platform. The firm provides managed accounts, financial planning, and retirement plan consulting, supported by custody, banking, and market-making capabilities.

Christopher Glass is a financial advisor at Zacks Investment Management, Inc. based in Dallas, TX, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at Zacks Investment Management since 2007 and was previously with LBMZ Securities, Inc. from 2023 to present. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs a quantitative and qualitative investment approach driven by proprietary models, offering a range of strategies and investment vehicles while managing a high client-to-advisor ratio and licensing indices and model portfolios to third parties.

Jaryn Quick is a CFP® with six years of industry experience, currently serving at LEE Financial Company, LLC since 2019. Prior to joining LEE Financial Company, Jaryn worked at Texas A&M University - Commerce for four years. LEE Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based approach using its WholeVision™ planning framework and manages bespoke portfolios incorporating a range of investment vehicles, including private investments and structured notes.