James Tindall Jr. is a financial advisor with Integrated Advisors Network LLC in Dallas, TX, holding Series 63 and Series 65 registrations and bringing 24 years of industry experience. He has been with Echelon Investment Management since 2012. Integrated Advisors Network is an SEC-registered multi-team investment adviser that serves individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm uses a mix of fundamental and quantitative analysis, long- and short-term allocations, and options and hedging strategies to implement client plans, often incorporating third-party sub-advisers and managed account solutions.

Nicholas Lorenzoni is a financial advisor at Stephens with a Series 66 designation and two years of industry experience. His prior work includes roles at Black Diamond Mergers & Acquisitions, Tyson Foods, and Reckitt Benckiser. He has also been involved with Do College Better, an educational initiative, for two years. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm uses a tailored portfolio approach with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Angelica Mendiola is a financial advisor with Principal Advised Services in Dallas, TX, holding a Series 66 designation and 10 years of industry experience. Her background includes roles at Principal Securities Inc., Principal Life Insurance Company, Bank of America, and Merrill. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models to provide both non-discretionary recommendations and discretionary investment management through its SimpleInvest wrap-fee program. The firm is part of the Principal Financial Group family, which provides access to affiliated financial products and integrated support services.

Steven Etoch is a CFA® charterholder with seven years of experience in the financial industry. He has worked primarily at Stephens in various roles since 2016, including a period at Morgan Stanley and Direct Access Capital. He also held a position at SMU during 2017–2018. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs overseen by multiple investment committees and combines advisory services with broker-dealer and investment banking activities.

Stephen Schindler is a financial advisor at Momentum Independent Network Inc. He holds the ChFC® and Series 66 designations and has two years of industry experience. Prior to his financial advisory career, he worked in law enforcement with the Meridian and El Cajon Police Departments and was involved in the hospitality industry at Janet's Montana Cafe. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing a platform model with third-party managers and integrated solutions from Hilltop affiliates.

Carol Garza is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Hilltop Securities since 2009. Outside of her advisory work, she owns a monogram and craft business and also distributes essential oils and represents a nail polish strip company. 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 and advisory solutions on an open-architecture platform, combining custody, banking, and market-making capabilities with firm-sponsored and third-party investment strategies.

Harold Wright is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Hilltop Securities since 2014. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutions. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs, financial planning, and fiduciary retirement-plan services through an open-architecture platform.

Natwian Vanderveer is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Robinhood Markets, Primerica, First Command Financial Services, and TD Ameritrade. 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 on an open-architecture platform that integrates third-party managers alongside firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities and sponsors municipal bond strategies co-advised by prominent asset managers.

Maritess Bott is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding a Series 65 designation and nine years of industry experience. She has served as president and attorney at Bott & Associates, LTD since 2007, providing estate planning, probate, trust administration, and elder law services. Prior to her current role, she operated Abundance Financial Coaching, LLC for seven years. Integrity Advisory Solutions is a large multi-team firm that manages approximately $1.1 billion in client assets through a network of about 100 independent advisors. The firm serves individuals, trusts, estates, corporations, and businesses, offering portfolio management, financial planning, retirement plan consulting, and sub-advisory services using a variety of investment approaches and third-party platforms.

Caleb Barnett is a financial advisor at Hilltop Securities Inc. with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Strategic Wealth Designers and Fidelity Investments prior to joining Hilltop Securities. Outside of finance, Caleb performs as a drummer on weekends through his music business, Caleb Barnett Music. Hilltop Securities serves individual, high-net-worth, and institutional clients with investment advisory and broker-dealer services, offering managed accounts, financial planning, and retirement-plan consulting. The firm combines custody, banking, and market-making capabilities and provides access to both firm-sponsored and third-party investment strategies.

Omar Rojas is a financial advisor at Portfolio Medics, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Efficient Plan, YRC Inc., and Legacy Financial Services. Outside of advising, Mr. Rojas works as a driver for Modern Transportation. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-HNW and high-net-worth individuals, offering investment management, financial planning, and consulting services using a mix of strategic and tactical approaches.

Mason Carrico is a financial advisor with Stephens in Dallas, TX, holding a Series 66 license and seven years of industry experience. His career has been focused entirely with Stephens since 2018, following prior roles at Cyber Coders, Inc. and Tulane University. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs and committee-based oversight, combining advisory services with broker-dealer and investment banking activities.

Steven Balaban is a financial advisor at Hilltop Securities Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hilltop Securities since 2017. Prior to that, he was with WFG Advisors, LP and WFG Investments Inc. from 2011 to 2017. Outside of his advisory role, Balaban serves as a board member for the Metro Area Development Corporation and acts as a notary for the State of Oklahoma. Hilltop Securities Inc. provides brokerage, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of managed account programs and uses an open-architecture platform to deliver diversified investment solutions.

Jennifer Huber is a financial advisor at Hilltop Securities Inc. with 15 years of industry experience and holds a Series 66 designation. Her work history includes multiple tenures at Hilltop Securities as well as positions at Redbridge Finance and Redbridge Securities. Outside of her advisory role, she operates an online clothing resale business through Poshmark. Hilltop Securities serves individual, high-net-worth, and institutional clients, offering a range of advisory and broker-dealer services. The firm uses an open-architecture platform with third-party and firm-sponsored strategies, and it is distinguished by its combination of custody, banking, and market-making capabilities.

Victor Medina is a financial advisor at Hilltop Securities Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley in various capacities from 2007 to 2017 before joining Hilltop Securities in 2017. Medina is involved in community and nonprofit organizations, serving on the finance committee at Arborlawn United Methodist Church, the advisory board of the Amon Carter Museum, and the investment committee for the United Way of Tarrant County. Hilltop Securities Inc. provides brokerage, execution, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of managed account programs through an open-architecture platform and sponsors municipal bond strategies co-advised by Franklin Templeton Group, with custody services uncommon among enterprise advisers.

William Gammill is a CFP® professional with 37 years of experience in the financial industry. He is currently with Victory Financial and has previously worked at Equitable Advisors and AXA Advisors, LLC. Outside of his advisory work, he is a member of FREETIME, LLC. Victory Financial Group serves a diverse clientele including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation driven investment approach combining Modern Portfolio Theory with fundamental, cyclical, and behavioral analysis to build tailored model portfolios.

Jackson Laurent is a financial advisor at Stephens in Dallas, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Luther King Capital Management and AB Advisory & Analytics, as well as experience in education and other industries. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm uses tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Jeffrey Vanover is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Momentum Independent Network Inc. He previously worked at Hilltop Securities Inc. and Ameriprise Financial Services, Inc. Vanover is also the founder and managing director of OakStreet Capital Management, LLC, and manages a family estate and asset protection entity through JN Vanover Interests, LLC. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers a range of advisory and brokerage services, utilizing a platform model with third-party managers and integrated strategies sponsored by affiliated entities.

Dennett Delzer is a Series 66-licensed financial advisor with Hilltop Securities Inc. in Dallas, TX, bringing 19 years of industry experience. He has been with Hilltop Securities since 2010. Hilltop Securities serves individual and institutional clients through a combination of investment advisory and broker-dealer services, offering managed accounts, retirement-plan advisory, and firm-sponsored municipal bond strategies among other solutions. The firm is notable for integrating custody, banking, and market-making capabilities within its service platform.

Tanner Hodges is a financial advisor at M HOLDINGS SECURITIES, Inc. with two years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at M Financial Group, Tolleson Wealth Management, and The Miles Foundation. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent Member Firms and Financial Professionals. The firm provides a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.