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.

Kaylynn Dalebout is a financial advisor at Wealth Management with seven years of industry experience. She holds the PFS™ designation and Series 63 license. Prior to joining Wealth Management, Kaylynn worked at Yellowstone Partners and owns Clockwork Accounting & Tax Services, which provides accounting and tax preparation services. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients with discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios focused on cost minimization and long-term, buy-and-hold strategies.

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.

Paul Kraft is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has a long history in wealth coaching and estate planning, including serving as an attorney and owner of Frank & Kraft, PC since 1990. Kraft is also actively involved in community philanthropy, serving on the boards of several nonprofit organizations such as the Jewish Federation of Greater Indianapolis and The Children's Theraplay Foundation. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, employing a variety of investment strategies and leveraging third-party platforms to tailor solutions for clients.

Larry Sanders is a financial advisor at IP Financial Advisory Services LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Innovation Partners LLC and Parsonex Securities. In addition to his advisory roles, Sanders serves as a Sergeant First Class in the U.S. Army Reserve and owns a barber business. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides customized investment solutions and access to third-party advisors, focusing on non-high-net-worth individuals.

Austin Cannon is a financial advisor with M HOLDINGS SECURITIES, Inc. in Dallas, TX, holding Series 65 and Series 63 credentials and six years of industry experience. His prior work includes roles at NYLife Securities LLC, New York Life Insurance Company, and JPMorgan Securities LLC. M HOLDINGS SECURITIES, Inc. serves a range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm provides advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house and third-party portfolio management.

Gregory Gatlin is a financial advisor at Momentum Independent Network Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 15 years before joining Momentum Independent Network in 2024. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, with a platform model that integrates third-party managers and Hilltop affiliates for specialized municipal bond strategies and cash management features.

Nicholas Lorenzoni is a financial advisor at Stephens with a Series 66 license and two years of industry experience. His prior roles include positions at Black Diamond Mergers & Acquisitions, Corner Capital Partners, and Tyson Foods. Outside of finance, he was involved with Do College Better and the Front Burner Society - Mexican Sugar. 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 institutional clients. The firm offers a range of advisory services and combines bottom-up equity research with committee-driven asset allocation while also providing brokerage, investment banking, custody, and municipal advisory services.

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 industry experience, currently serving as a financial advisor at Stephens in Dallas, TX. His career includes prior roles at Morgan Stanley and Direct Access Capital before joining Stephens. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, offering services to individuals, retirement plans, foundations, corporations, and institutional clients. The firm provides a range of advisory programs combining bottom-up equity research with committee-driven asset allocation, and it operates as a dually registered broker-dealer and investment bank with additional municipal advisory and pension trust services.

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 at Integrity Advisory Solutions with nine years of industry experience. She holds a Series 65 credential and has worked previously at Abundance Financial Coaching, LLC and Panache Financial, Ltd. Bott is also president and attorney at Bott & Associates, LTD, providing estate planning, probate, trust administration, and elder law services. Integrity Advisory Solutions serves individuals, trusts, estates, and business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing various investment strategies and leveraging third-party platforms.

Caleb Barnett is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 credentials with four years of industry experience. He previously worked at Strategic Wealth Designers and Fidelity Investments. Outside of finance, Caleb performs as a drummer on weekends through his independent music business. Hilltop Securities serves individual and institutional clients with a range of advisory, brokerage, and custody services. The firm offers managed accounts, financial planning, retirement-plan consulting, and municipal bond strategies, combining custody, banking, and market-making capabilities within an open-architecture platform.

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.