Scott Skrocki is a CFP® professional with one year of experience at True North Advisors, LLC. Prior to joining True North, he worked at Huntington Bank for three years and attended Texas A&M University. 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 plans, trusts, estates, foundations, and other business entities, offering comprehensive financial planning, portfolio management, and wealth advisory services with a value-oriented, diversified investment approach.

Ian Smith is a Series 66-licensed advisor at Advance Capital Management Inc with 13 years of industry experience. He has worked at Advance Capital since 2020 and previously held roles at Foreside Fund Services LLC and Westwood Management Corp. in the Dallas, TX area. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations. The firm emphasizes financial planning and portfolio management using mutual funds and ETFs, and offers specialized retirement services including a Chief Retirement Officer program.

Nicholl Aldridge is a financial advisor at MissionSquare Retirement with 25 years of industry experience. He has been with Icma Retirement Corporation since 2015. Outside of his advisory role, Aldridge is a landlord managing a rental property in Glenn Heights, Texas. MissionSquare Retirement serves state and local government employers, employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Royce Itschner is a CFP® and PFS™ credentialed advisor with 26 years of industry experience. He is currently with True North Advisors, LLC and has prior experience at Clear Rock Advisors, LLC, as well as a part-time role at Massey, Itschner & Co., P.C., a full-service CPA firm. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and institutions with financial planning, portfolio management, and consulting. The firm employs a fundamentally driven, value-oriented investment approach combined with quantitative tools and serves as a private fund adviser and general partner to multiple pooled investment vehicles.

Evelyn Burgett is a CFP® professional based in Dallas, TX, affiliated with Momentum Independent Network Inc. She has 29 years of industry experience, including roles at Hilltop Securities and TIAA-CREF. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients with investment advisory, portfolio management, financial planning, and brokerage services. The firm offers multiple managed account programs using both discretionary and non-discretionary structures, integrating broker-dealer operations with banking and municipal advisory capabilities.

Randall Hardin is a financial advisor at Momentum Independent Network Inc. with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Hilltop Securities Inc. and Wells Fargo. Outside of his advisory role, he has been affiliated with Plano West High School since 2007. 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 third-party managers and integrated platforms to deliver customized investment solutions.

Christian Jones is a financial advisor with Hilltop Securities Inc. in Dallas, TX. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Fidelity Investments and Pollard Ford. Hilltop Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and broker-dealer services with a range of managed account programs, financial planning, and retirement-plan advisory solutions. The firm operates an open-architecture platform and combines custody, banking, and market-making capabilities.

Carson Graves is a financial advisor with Gradient Advisors, LLC in Arlington, TX, holding Series 63, 65, and 66 licenses and nine years of industry experience. He has been with Gradient Advisors since 2017 and operates Carson Enterprise, a retirement education center, since 2007. Outside of financial advising, he is also involved in residential real estate as a licensed realtor and owns Retirement EDU Financial, a retirement and financial planning business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm primarily works through third-party money managers and investment advisor representatives, employing a non-discretionary operating model that integrates fundamental, technical, and cyclical analysis in portfolio management.

Nicholas Beare is a CFA® charterholder with 36 years of industry experience, currently serving as a financial advisor at Stephens in Dallas, TX. He has been with Stephens since 2005. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients, offering tailored portfolio programs supported by committee-based oversight and a combination of in-house and external management strategies.

Mark Lanyon is a CFA® charterholder based in Dallas, TX, with five years of industry experience. He has worked at Turtle Creek Management LLC since 2014. Turtle Creek Trust provides investment management and advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities, primarily through separately managed accounts. The firm manages approximately $3.66 billion in assets and employs a fundamental analysis-driven, multi-capitalization equity strategy supplemented by fixed income and balanced approaches.

James Stone is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at Momentum Independent Network Inc. and has a background that includes involvement with the Northern Tier National High Adventure Base. Hilltop Securities serves individual investors, including high-net-worth clients, and institutional clients such as corporate and retirement-plan sponsors. The firm offers a range of investment advisory and broker-dealer services on an open-architecture platform, featuring both third-party and firm-sponsored strategies with capabilities in custody, banking, and market-making.

Jennifer Gist Hall is a financial advisor at Momentum Independent Network Inc. with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Intrua Financial LLC, LPL Financial, PFS Investments Inc., and Primerica Financial Services. Outside of her advisory work, she is involved with Solex Global, a wellness company, and serves as a brand partner for Counter, a health and beauty product sales business. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm offers a range of investment advisory programs and financial planning solutions, leveraging third-party managers and integrated affiliate relationships for model delivery and municipal bond strategies.

Kole Johnson is a Series 66 licensed advisor at Hilltop Securities Inc. in Dallas, TX, with one year of industry experience. His prior work includes roles at Lemnis Capital and Margaritaville, as well as experience outside the financial sector. Hilltop Securities Inc. offers brokerage, advisory, and retirement-plan consulting services to a diverse client base, managing approximately $2.25 billion in assets. The firm provides investment solutions through an open-architecture platform with a range of adviser-managed and model-based programs, supported by unique custody capabilities and specialized municipal bond strategies.

Seth Halley is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Tyson Foods/GDH Consulting. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates strategic allocation models, manager selections, and advanced analytics within the broader Goldman Sachs network to tailor solutions for client objectives.

Robyn Petty Greer is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. She holds a Series 66 credential and has worked at Rockefeller Financial since 2019, following a 19-year tenure at Merrill. Outside of her advisory role, she works as a freelance floral designer providing décor for weddings. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives, while also operating as a registered broker-dealer with integrated trust and insurance services.

David Rosecrans is a CFP® with five years of industry experience, currently affiliated with Empower Advisory Group in Dallas, TX. His prior experience includes roles at GWFS Equities, Inc. and Lincoln Financial Advisors Corporation, as well as six years at Dupre Logistics LLC. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Debra Young is a financial advisor at Rockefeller Financial LLC with 41 years of industry experience. She holds a Series 63 designation and previously worked at Merrill for 42 years before joining Rockefeller Capital Management and Rockefeller Financial LLC in 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Lane Weitz is a financial advisor with Principal Financial Services in Dallas, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Principal Securities, Union Financial, APEX Retirement, and Principal Life Insurance Company. Outside of his advisory work, he serves as a board member at large for the Preston Green Homeowners Association and is affiliated with the University of Georgia Alumni DFW chapter. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement consulting, and access to third-party money manager solutions.

Deny Paul is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and five years of industry experience. Prior to joining Goldman Sachs in 2021, he worked at Baker Tilly and held positions at UT Southwestern Medical Center and The University of Texas at Dallas. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers a range of tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Levi Taylor is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Dallas, TX. He has been with Goldman Sachs since 2024, with prior experience at Daikin and HEB, as well as entrepreneurial activities with Trident Aquatics LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutions. The firm offers tailored investment strategies supported by proprietary and third-party research and integrates capabilities across the broader Goldman Sachs ecosystem.