Jacob Morton Jr. is a financial advisor at Stephens in Dallas, TX, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Clover Partners, Valley Bank, and involvement in hospitality and educational sectors. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, and government entities. The firm employs a range of investment strategies and programs supported by integrated broker-dealer and investment banking operations.

Paul Kraft is a financial advisor with Integrity Advisory Solutions and holds Series 63 and Series 65 credentials. He has 24 years of industry experience and concurrently serves as an attorney and president of Frank & Kraft, PC, a law firm specializing in estate planning. Kraft is also active in nonprofit work, serving on the boards of several charitable organizations, including the Jewish Federation of Greater Indianapolis and The Children's Theraplay Foundation. Integrity Advisory Solutions is a multi-team firm with about 127 advisors that provides portfolio management, financial planning, retirement consulting, and sub-advisory services to individuals, trusts, estates, and business clients. The firm employs a range of investment approaches and leverages third-party platforms while integrating retirement-plan advisory capabilities with affiliated program sponsorship.

Cort Laurence is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 66 designation and 26 years of industry experience. He previously worked at LPL Financial, LLC for 10 years and has been with Strategic Financial Concepts since 2008. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary investment management using model portfolios and third-party managers, and is notable for its integration of insurance-related activities alongside traditional asset management.

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 licenses and six years of industry experience. His prior work includes positions at NYLife Securities LLC, New York Life Insurance Company, and JPMorgan Securities LLC. M Holdings Securities, Inc. serves a wide range of clients including individuals, retirement plans, charitable organizations, and corporations through independent Member Firms. The firm provides advisory and brokerage services such as investment management, retirement plan consulting, financial planning, and insurance advisory, offering ongoing client monitoring and a combination of direct management and oversight of third-party sub-advisors.

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 two years of industry experience. He holds the Series 66 designation and has worked at Stephens since 2023, with prior roles in mergers and acquisitions, corporate positions, and educational institutions. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities, utilizing a range of investment strategies and in-house equity research.

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 roles at Stephens and Morgan Stanley, as well as a position at Direct Access Capital. Stephens provides investment advisory and wealth management services to a broad client base, including individual investors, pension plans, foundations, and government entities. The firm utilizes a variety of investment strategies and offers access to institutional equity research and integrated broker-dealer and investment banking 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. 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 designation and eight years of industry experience. He has been with Stephens since 2018 in various roles. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm employs both bottom-up and top-down investment approaches and offers a range of services such as financial planning, portfolio management, private equity, and institutional equity research.

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.