Andrew Greenawalt is a financial advisor at Sowell Management in Dallas, TX, holding a Series 66 designation with 10 years of industry experience. His career includes roles at Barrow Hanley Global Investors, MML Investors Services LLC, and Mass Mutual Life Insurance Company. Greenawalt has worked in both independent advisory and institutional environments. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm uses a variety of management styles and offers access to model portfolios, third-party manager selection, and unified managed account solutions.

Chia Yun Chien is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with seven years of industry experience. Prior to joining Hilltop Securities in 2018, Chien worked at Elite Finance Management from 2016 to 2018. Hilltop Securities serves both individual, including high-net-worth, and institutional clients with a range of advisory and brokerage services, offering managed accounts, financial planning, and retirement-plan advisory through an open-architecture platform that incorporates third-party and firm-sponsored strategies.

Blake Morris is a financial advisor at Hilltop Securities Inc. with 23 years of industry experience. He holds a Series 66 designation and has been with Hilltop Securities since 2016. Hilltop Securities serves individual, high-net-worth, and institutional clients, including corporate and retirement-plan sponsors, offering a range of advisory and broker-dealer services. The firm provides managed accounts, financial planning, retirement-plan consulting, and utilizes an open-architecture platform featuring both third-party and firm-sponsored investment strategies.

Todd Healy is a financial advisor with ValMark Advisers, Inc. in Dallas, TX, holding a ChFC® designation and Series 63 and Series 65 licenses. He has 42 years of industry experience, including roles at Lion Street Advisors and Kestra Financial Services, and has operated Healy and Associates PC since 1986. He is active in community and nonprofit organizations, serving on the Dallas Jewish Community Foundation Board of Trustees and contributing to several local estate planning and charitable councils. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based portfolios and asset allocation strategies implemented through mutual funds, ETFs, and separate-account managers, supported by proprietary platforms and third-party programs.

Kevin Burke Jr. is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation with one year of industry experience. He has worked at Hilltop Securities since 2022 and is also a project manager at NCS Roofing & Solar LLC, a roofing and general contracting company. Hilltop Securities serves individual, high-net-worth, and institutional clients with a range of investment advisory and broker-dealer services. The firm offers managed account programs, financial planning, retirement-plan advisory, and brokerage functions through an open-architecture platform that combines third-party and firm-sponsored strategies.

Shannon Reed is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Dallas, TX. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Fidelity Investments, Gold Standard Mortgage, and Changing Lanes Credit and Financial Services. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and financial planning, supported by ongoing monitoring and use of third-party sub-advisors and platform providers.

Patrick Freeland is a CFA® charterholder with 16 years of industry experience. He currently works at Hilltop Securities Inc. and has previously been employed at Charles Schwab, TD Ameritrade, Salem Managed Services, and Envestnet Asset Management. 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 featuring third-party and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities and provides municipal bond strategies alongside specialty programs.

Balin Smith is a financial advisor at Hilltop Securities Inc. with six years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Equitable Advisors and in roles outside finance including at Savage Tavern and The Gaylord Texan. Hilltop Securities serves individual and institutional clients through both 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 access to third-party and firm-sponsored investment strategies.

Courtney Watson is a financial advisor with Arax Advisory Partners in Dallas, TX, holding Series 63 and Series 65 credentials and over 31 years of industry experience. Prior to joining Arax in 2026, she worked at U.S. Capital Wealth Advisors for five years and has been associated with USCA Securities and related entities since 2016. Outside of her advisory role, she serves as a trustee for family trusts and manages a non-investment-related LLC. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering financial planning, portfolio management, and retirement consulting through a combination of internal management and third-party relationships. Arax is notable for its use of performance-based fees and carried-interest arrangements for qualified investors and private funds, as well as its consolidation of affiliated firms to expand its institutional and operational capabilities.

Leonard Laub is a financial advisor with Hilltop Securities Inc. in Monterey, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Hilltop Securities since 2008. Outside of his advisory work, he is a limited partner in family-owned theater partnerships in Los Angeles that generate regular income distributions. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of investment programs through an open-architecture platform and features municipal bond strategies co-advised with Franklin Templeton, along with custody capabilities uncommon among enterprise advisers.

William Purvis is a financial advisor with Sowell Management in Dallas, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at LGT Financial Advisors LLC, The Vanguard Group, Inc., and PriorityOne Bank. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm operates an independent-contractor model with over 100 IARs and offers a range of investment strategies including strategic and tactical allocation, equity selection, and model portfolios developed with firms such as Goldman Sachs.

Royce Medlin is a CFA® charterholder with 23 years of experience in the financial industry. He has worked at True North Advisors, LLC since 2024 and previously spent eight years at Clear Rock Advisors, LLC. Based in Dallas, TX, he holds the Series 66 license. True North Advisors, LLC 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, SMAs, and alternative or private investments as appropriate.

Justin Duke is a CFA® charterholder at Simon Quick Advisors, LLC with prior experience at the Bank of New York from 2015 to 2026. He is based in Dallas, TX, and has been with Simon Quick Advisors since 2026. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax planning and compliance, as well as administrative services. The firm allocates client assets across a range of investment vehicles using proprietary quantitative analysis, due diligence, and ongoing monitoring, and it operates several affiliated funds and fund-of-funds structures.

Stephen Mendel is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding a Series 65 designation and 11 years of industry experience. He is also the owner and managing partner of The Mendel Law Firm, L.P., which focuses on estate and trust planning, probate administration, litigation, and elder law. Mendel has operated Vested Legacy Wealth Management, L.P. since 2014 and is involved in real estate activities as a licensed broker. 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 sub-advisory services, using 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.

William Campbell is a Series 65-licensed financial advisor with 18 years of industry experience. He has worked at IAMS Wealth Management, LLC since 2017 and has held a managerial role at Professional Insurance Elite since 2008, where he oversees accounting and recruiting personnel. Campbell previously owned and managed Clearview Retirement Group, which is currently a dormant entity. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives and risk tolerances, utilizing a range of investment vehicles and model portfolios.

Jonathan Yeakey is a Series 65-licensed advisor at Integrity Advisory Solutions with one year of industry experience. His prior work includes roles as a sole proprietor and as vice president of TNG Life LLC. He is also involved in fixed insurance sales at TNG Life LLC. Integrity Advisory Solutions serves a broad client base including individuals, trusts, estates, and businesses through a large network of independent advisors, offering portfolio management, financial planning, and retirement plan consulting with an emphasis on tailored investment strategies and integration of retirement-plan advisory services.

Eric Schindler is a financial advisor at Momentum Independent Network Inc. with 14 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at LPL Financial for nine years. Momentum Independent Network Inc. serves individual, corporate, and institutional clients with investment advisory, portfolio management, financial planning, and brokerage services. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities through its affiliation with 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.