Owen Cook Jr. is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. Prior to joining M Holdings Securities in 2024, he worked at Charles Schwab for six years and Kestra Advisory for two years. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Jonathan Sobel is a financial advisor at Hilltop Securities Inc. with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Hilltop Securities in 2024, he worked at Wells Fargo Clearing Services and TD Ameritrade. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, and retirement-plan consulting. The firm features an open-architecture platform with both third-party and firm-sponsored strategies, alongside custody, banking, and market-making capabilities.

Renee Marinez is a CFP®-certified financial advisor with seven years of industry experience, currently practicing at Brighton Jones LLC. Her prior experience includes roles at Lifeworks Advisors, Vincere Wealth Management, and Merrill. Outside of financial advising, she has worked at Taft's Ale House and has an educational background from the University of Cincinnati. Brighton Jones LLC provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and offers discretionary and non-discretionary portfolio management, tax preparation, real-estate consulting, and family office administrative support.

Robert Rinker is a financial advisor with The AmeriFlex Group in Dallas, TX, holding the ChFC® designation and Series 63 and 66 licenses. He has 30 years of industry experience, with prior roles at SCF Investment Advisors, INC., SCF Securities, INC., OSAIC, and Cambridge Investment Research, Inc. He is also the owner of Cohesion Wealth Advisors, LLC. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, providing customized advice via model asset allocations and discretionary and non-discretionary manager relationships.

Mitchell Liesmann is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His career includes eight years with LPL Financial and four years of public service with the City of Johnson City. Outside of finance, Liesmann is involved in ranching operations and serves as a commissioner for Blanco County Emergency Services District. Momentum Independent Network Inc. serves individual, corporate, and institutional clients, offering investment advisory, portfolio management, financial planning, and brokerage services. The firm provides a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory services through its affiliation with the Hilltop group.

Michael Forner is a financial advisor with Hilltop Securities Inc. in Dallas, TX. He holds Series 63 and Series 66 licenses and has 33 years of industry experience. He has been with Hilltop Securities since 2016. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm offers a range of managed account programs through an open-architecture platform and features unique operational capabilities, including custody services and municipal bond strategies co-advised with Franklin Templeton Group.

John Howle is a financial advisor at Arax Advisory Partners with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at U.S. Capital Wealth Advisors and USCA Securities, where he has been involved since 2014. Arax Advisory Partners is a 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, employing a combination of internal management, third-party models, and tailored asset allocation to meet client objectives.

Sabrina Baker is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 63 licenses and four years of industry experience. She has worked with various entities within the Navy Federal financial network since 2014. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm uses managed advisory programs featuring third-party portfolio managers and supports layered investment solutions alongside a digital automated ETF portfolio product.

Charles Harris is a financial advisor with IP Financial Advisory Services LLC in Dallas, TX, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His prior work includes roles at Raiser, LLC, First Canterbury Securities, and various positions in the gaming industry. Outside of advising, he works as a poker dealer at The Gardens Casino and drives for a ride-share service. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, and specialized consulting services, including actuarial and insurance consulting. The firm focuses on non-high-net-worth investors and retirement plan participants, providing personalized portfolio construction and discretionary management options.

Michael Goolsby II is a Series 65-licensed advisor with Mutual of Omaha Investor Services, Inc. He has one year of industry experience and currently works in Irving, TX. His prior work includes roles with Mutual of Omaha Insurance Company and various positions outside the financial industry. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account programs primarily through a platform relationship with Envestnet. The firm operates alongside broker‑dealer and insurance businesses within the Mutual of Omaha group.

Mary Bierds is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. She previously worked at Tolleson Wealth Management and has authored self-published children's books through her own publishing company. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, employing a whole-balance-sheet approach and offering both discretionary and non-discretionary portfolio management. The firm also offers administrative support and access to affiliated private investment funds, trust services, and legal resources.

Kathleen Rentz is a Series 65 licensed advisor with 11 years of industry experience. She is currently with Advisory Solutions Group, where she has worked for one year. Her prior experience includes roles at CS Planning Corp., Global Financial Private Capital, LLC, and Thayer & Co. Additionally, she worked with an organization called Dancing Angels for six years. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses a combination of quantitative, momentum, and fundamental analysis to construct diversified portfolios and offers both discretionary and non-discretionary strategies with regular client reviews.

Mark Walsh is a financial advisor at True North Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 2 years of industry experience. His prior experience includes roles at BMO Wealth Management, Westwood Wealth Management, Westwood Holdings, and Tolleson Wealth Management. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and institutions with comprehensive financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach focused on value-oriented strategies combined with passive indexed ETFs, SMAs, and alternative investments, organizing portfolios across four Functional Asset Classes.

Braden Cole is a CFA® charterholder with 11 years of industry experience. He is currently an advisor at True North Advisors, LLC, where he has worked since 2022. Prior to that, he was with CH Investment Partners and Rgt Capital Management, Ltd. True North Advisors 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 with a focus on value-oriented strategies, incorporating passive indexed ETFs, separately managed accounts, and alternative or private investments when appropriate.

Joseph Giardano is a financial advisor at Prospera Financial Services, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including United Capital Financial Advisers, Cetera Advisor Networks, and Hilltop Securities. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Jonathan Rawlings is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Prospera Financial Services, Inc. in Dallas, TX. His prior roles include positions at Hilltop Securities, Cetera Advisor Networks, United Capital Financial Advisers, Girard Securities, Wells Fargo Advisors, and BOK Financial Securities. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Michael Young is a financial advisor with Integrated Advisors Network LLC in Dallas, TX, holding Series 63 and Series 65 designations and over 31 years of industry experience. His prior roles include positions at Specialized Advisors, LLC, Mission Institutional Advisors, First Financial Equity Corporation, AEP Wealth Management LLC, and Compliance Works Inc. Outside of his advisory work, he serves as the managing member of SPARK, PHILLIPS & WYLER, LLC, a holding company. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a variety of investment approaches and often utilizes third-party sub-advisers while providing ongoing portfolio oversight and rebalancing.

Eric Drudge is a Series 65-licensed financial advisor with Integrity Advisory Solutions in Dallas, TX, bringing two years of industry experience. Prior to joining Integrity Advisory Solutions, he worked at Encompass More Asset Management LLC and Compass Group USA. He is also co-founder of The Triumph Agency LLC, an advanced financial insurance services business that provides life insurance and Medicare supplement plans. 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 client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes various asset-allocation frameworks with ongoing client monitoring.

Benjamin Shae is a CFP®-credentialed financial advisor with 15 years of industry experience, currently with LEE Financial Company, LLC in Dallas, TX. He has been with the firm since 2009. LEE Financial Company provides fee-only financial planning and discretionary and non-discretionary portfolio management to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based model centered on its WholeVision™ planning framework and manages tailored portfolios that may include a range of investment types, including private investments and pooled investment vehicles.

Barry Guinn is a financial advisor with Arax Advisory Partners in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at U.S. Capital Wealth Advisors, LLC, and USCA Securities LLC. Outside of the financial industry, he is the sole owner and managing partner of 1-800-STRIPER, LLC, a pavement and parking lot striping business. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management with third-party models and external managers, offering a range of services including financial planning and retirement plan consulting.