Clayton Kuhnen is a financial advisor with M Holdings Securities, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and four years of industry experience. He previously worked at Charles Schwab & Co., Inc. and Broadridge Financial Solutions. M Holdings Securities, Inc. serves a broad range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a mix of advisory and brokerage services, combining portfolio management with third-party sub-advisors and providing ongoing suitability-based recommendations and reviews.

Trudy Turner is a CFP® and PFS™ credentialed financial advisor with 14 years of industry experience. She has been with United Capital Financial Advisors since 2015 and previously worked at RGT Wealth Advisors and Rench & Muir Financial Advisors Inc. Turner also serves as an instructor in the Personal Financial Planning program at Southern Methodist University. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts, with a platform that supports customized investment solutions and offers sub-advisory and consulting services.

Drew Sparks is a financial advisor with Advisor Resource Council in Irving, TX. He holds the Series 66 designation and has 14 years of industry experience, including prior roles at Merrill and LPL Financial. Sparks is also registered as an insurance agent with Insurance Designers of Dallas. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting services. The firm employs a blend of artificial intelligence tools and fundamental analysis to offer model and separately managed account strategies, alongside customized investment solutions.

Jack Hankins is a financial advisor at ISC Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been affiliated with Institutional Securities Corporation and ISC Group, Inc. since 1998. Hankins serves as treasurer of an investment club and sits on the board of directors for the Child Abuse Prevention Center of Dallas. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and institutional clients, offering financial planning, portfolio management, pension consulting, and participant education. The firm manages approximately $1.54 billion in assets and employs model portfolios using mutual funds and ETFs, with oversight by an Investment Committee and options for third-party sub-advisors.

Jason Bednarz is a financial advisor at Prospera Financial Services, Inc. based in Dallas, TX, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked at Prospera Financial Services since 2009 and previously held positions at RBC Capital Markets and Morgan Stanley DW Inc. from 1997 to 2009. 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 entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Brandon Ross is a financial advisor with Quotient Wealth Partners, LLC in Dallas, TX, holding Series 63 and Series 66 designations and 27 years of industry experience. His prior roles include positions at Goldman Sachs Personal Financial Management, Girard Securities, Cetera Advisor Networks, and LPL Financial. He is also co-owner of JBBR Ventures, a real estate organization based in Dallas. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans across a range of net worth levels. The firm provides financial planning, consulting, and wealth and investment management services, employing tailored investment programs with ETFs, mutual funds, individual securities, and third-party managers.

Jesse Schilling is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds a Series 65 designation and has been involved in retirement planning through his ownership of Schilling Insurance, LLC and his role at Midwest Insurance Group since 2006. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors, managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party platforms.

Ryan Mc Weeney is a financial advisor at Parallel Advisors, LLC with two years of industry experience. He joined Parallel Advisors in 2022 after working at Fidelity Investments from 2020 to 2022. Prior to his financial services career, Mc Weeney had roles in retail and corporate settings, including at Ward's Berry Farm and State Street Corporation. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies across multiple asset classes and integrates technology platforms to manage tax-efficient rebalancing and held-away accounts.

Michael Lauterbach is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Hilltop Securities since 2016. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering a range of advisory and broker-dealer services. The firm provides managed accounts, financial planning, retirement-plan consulting, and annuity-based advisory solutions, operating on an open-architecture platform with both firm-sponsored and third-party strategies.

Eugene Flusche is a CFA® charterholder with 35 years of industry experience, currently affiliated with Momentum Independent Network Inc. He has worked with SWS Financial Services, Inc. since 2003 and Fidelity Brokerage Services LLC since 2000. Outside of his advisory role, he serves as a substitute teacher for Dallas ISD. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm utilizes a platform model leveraging third-party managers and Envestnet for investment management, offering a range of programs including managed accounts, financial planning, and retirement consulting.

Jaime Boyles is a CFP® and holds a Series 65 license, with 24 years of experience in the financial industry. He has been with Lee Financial Corporation since 1998. Lee Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based approach through its WholeVision™ planning framework and serves as general partner and investment manager for several affiliated private partnerships and funds.

Adam Farris is a CFP® professional with nine years of industry experience, currently serving as an advisor at True North Advisors, LLC. He has previously worked at Bank of America, N.A., and Merrill. Based in Dallas, TX, he has been with True North Advisors since 2019. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in assets, serving very high net worth and ultra-high net worth individuals, corporate pension plans, trusts, estates, foundations, and other entities. The firm employs a fundamental, bottom-up investment approach focused on value-oriented strategies and broad diversification across equities, fixed income, diversifiers, and private investments.

Paul O'Toole is a financial advisor at Hilltop Securities Inc. with 19 years of industry experience. He previously worked at LPL Financial for nine years before joining Hilltop Securities in 2025. He holds Series 63 and Series 66 licenses. 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-plan advisory, and annuity-based solutions, operating on an open-architecture platform with both third-party and firm-sponsored strategies.

Peter Kane is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include work at Lion Street Financial and Peak Value Advisors, where he provided fractional CFO and business consulting services. Outside of advisory work, he serves as financial officer and minority owner of SmartLab Partners, LLC, a clinical laboratory serving skilled nursing facilities. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and corporate retirement plan consulting through a disciplined investment process that combines fundamental and technical analysis with a relative-strength methodology.

John Kriel is a CFP® professional with 18 years of experience in financial advising. He is currently with ISC Advisors, Inc. and Institutional Securities Corp, where he has worked since 2017. Prior to that, he was with Lincoln Financial Advisors Corp for nine years. Outside of his advisory role, he operates Kriel Ranch, an agricultural business focused on timber and beef cattle production. ISC Advisors, Inc. serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm provides financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services, utilizing a range of model portfolios and offering a proprietary managed-account program.

Cooper Kaufman is a financial advisor at Integrity Advisory Solutions with six years of industry experience. He holds a Series 65 designation and has previously worked at WR Wealth Planners LLC, Concorde Asset Management, LLC, and Senior Benefit Services. Outside of advising, he is involved in farming activities through Kaufman Family Farms, Inc. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors and manages approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, using a range of asset-allocation frameworks and third-party platforms.

Katie Keppler is a CFP® professional with 12 years of industry experience. She is currently with Titleist Asset Management, LLC and has held previous roles at Merrill Lynch, Harwood Wealth Management, and Wealth Management Advisors, LLC. Titleist Asset Management, LLC provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm uses a rules-based Total Return framework and offers customized portfolio strategies overseen by an investment committee.

John Prewitt is a financial advisor at The AmeriFlex Group with 13 years of industry experience and holds the Series 66 designation. His work history includes roles at Cambridge Investment Research, The AmeriFlex Group, OSAIC, and SCF Investment Advisors. Outside of advisory services, he owns and operates several businesses including Cohesion Companies, LLC, and Prewitt CPA, PLLC, which provides tax services. 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 monitoring, and retirement plan consulting, delivering customized strategies through model asset allocations and manager relationships.

Christopher Maxtone Graham is a financial advisor at Mariner Independent with 30 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Morgan Stanley and Morgan Stanley Private Bank, N.A., and he is the founder of Vail Capital Management, LLC. He also serves as an active executor and co-executor for estates in Dallas, Texas. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services through a platform that integrates institutional resources and affiliated investment options.

Laura Kimball is a CFP® with seven years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. Her prior experience includes roles at Facet Wealth, Aspire Planning Associates, Kimball Financial Services, United Capital, and Capital One. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family office clients through multiple operating brands. The firm offers a whole-balance-sheet approach and combines discretionary investment authority with access to both public and private investments, supported by an affiliated ecosystem of legal, trust, and private fund management services.