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® and holds a Series 65 license with seven years of industry experience. She has worked with Brighton Jones LLC since 2022 and previously held roles at Facet Wealth, Aspire Planning Associates, Kimball Financial Services, United Capital, and Capital One. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.

Keri Vigil is a financial advisor with Momentum Independent Network Inc. in Amarillo, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with SWS Financial Services since 2010. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage services. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement consulting, and custody services, utilizing a platform model with third-party managers and integrated solutions from Hilltop affiliates.

John Crook is a financial advisor with Prospera Financial Services, Inc. in Macon, GA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Prospera since 2015. Outside of his advisory role, Crook serves on the board of the Georgia Industrial Children's Home Foundation and is involved in entrepreneurial activities, including a land clearing business and ownership of a real estate holdings company. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through about 207 advisors. The firm provides investment advisory and financial planning services via multiple platforms and combines firm models, third-party sub-advisers, and customizable allocations for portfolio management.

Peter Vescovi is a financial advisor at Regal Investment Advisors LLC in Dallas, TX, holding a Series 66 license with 18 years of industry experience. His prior roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he serves as president of PETR Ventures, LLC, a business consulting firm, and is also an author and speaker. Regal Investment Advisors LLC provides discretionary investment management services through independent advisers, serving a range of individual, charitable, and corporate clients. The firm offers proprietary and third-party investment strategies with discretionary implementation and rebalancing authority granted by the advisers.

Michael Reeves is a financial advisor at Strategic Wealth Investment Group, LLC in Dallas, TX, with 14 years of industry experience. He holds Series 65 and Series 63 designations and has worked at several firms including Global Financial Private Capital, Carlson Financial, and WealthRemedy LLC. Reeves also provides insurance quotes for life insurance and fixed indexed annuities as an insurance agent. Strategic Wealth Investment Group offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, along with services for corporations and business entities. The firm uses a combination of internally developed and third-party model portfolios, employing various investment analysis methods and may delegate trading to third-party managers while maintaining client suitability oversight.

Nathan Walsh is a Series 65-licensed financial advisor with International Assets Investment Management, LLC, based in Dallas, TX, and has three years of industry experience. Prior to joining IAIM, he worked at Fisher Investments and held a position with the United States House of Representatives. Outside of his advisory role, Walsh serves as an assistant coach for a lacrosse club in Dallas. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers customized, long-term portfolio strategies utilizing mutual funds, ETFs, equities, and fixed income, and may incorporate third-party managers and wrap programs in its client solutions.

David York is a CFP® professional with two years of industry experience, currently serving at Index Fund Advisors, Inc. He previously worked at Cain, Watters & Associates, LLC and PricewaterhouseCoopers LLP. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm emphasizes portfolio management using primarily passively managed funds guided by Modern Portfolio Theory and a multi-factor framework, and also offers integrated tax services through its separate IFA Taxes division.

Cameron Neumann is a financial advisor at Level Four Advisory Services with two years of industry experience. He holds a Series 65 designation and has previously worked at Financial Life Advisors, Level Four Financial, and R.Q. Boothe and Associates. Outside of advisory work, he is involved in insurance-related activities. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion through 115 advisors. The firm serves a diverse client base, offering fee-only financial planning, asset management, and retirement plan advisory services, and utilizes model portfolios developed by an internal Investment Committee and affiliated or third-party sub-advisers.

Brittany Smith is a financial advisor at Concurrent Investment Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked previously at firms including Wells Fargo Advisors and Raymond James Financial Services Advisors, Inc. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm operates at an enterprise scale with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in client assets.

Lora Hoff is a CFP® professional with 27 years of industry experience, currently serving at Concurrent Investment Advisors, LLC. Her prior roles include positions at Investment Planners, Inc. and Ipi Wealth Management, where she worked for 18 years, as well as at Purshe Kaplan Sterling Investments. Hoff also provides insurance advice tailored to client needs. Concurrent Investment Advisors operates at an enterprise scale with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in assets. The firm offers wealth management, financial planning, and retirement advisory services, employing a long-term investment approach with diversified portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

Eugene Parrish is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Hilltop Securities since 2009. Hilltop Securities Inc. serves individuals, corporations, nonprofits, and institutional clients, offering brokerage, advisory, and retirement-plan consulting services. The firm manages approximately $2.25 billion in assets and provides a range of investment programs through an open-architecture platform that includes adviser-managed and model-based strategies.

Scott Wood is a financial advisor with True North Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with True North Advisors since 2000. 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, supplemented by passive indexed ETFs, separately managed accounts, and alternative or private investments.

Zachary Kuhlman is a financial advisor at True North Advisors, LLC in Dallas, TX, holding a Series 66 designation with four years of industry experience. He previously worked at CH Investment Partners and Crow Holdings Capital-Investment Partners. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets. The firm serves high net worth individuals, corporate pension plans, trusts, and other entities, offering comprehensive financial planning, portfolio management, and advisory services with a focus on value-oriented strategies and broad diversification across multiple asset classes.

Curran Bradley is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 10 years of industry experience. His prior work includes roles at Beneficient Securities Company, Beneficient, Emerson Equity LLC, and Fidelity Investments Institutional Services Company. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering investment advisory and broker-dealer services through an open-architecture platform that includes firm-sponsored and third-party strategies. The firm combines custody, banking, and market-making functions and provides a range of advisory and brokerage solutions tailored to diverse client needs.

Christopher Conlan is a CFA® charterholder and holds a Series 66 license, with six years of industry experience. He is currently with True North Advisors, LLC, where he has worked since 2016. 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 and profit-sharing plans, trusts, estates, and foundations, offering comprehensive financial planning, portfolio management, and advisory services with a focus on fundamental, value-oriented investment strategies and broad diversification.

Tia Tomlin is a Certified Financial Planner® (CFP®) with 36 years of industry experience. She has been with Momentum Independent Network Inc. since 2011. Based in Dallas, TX, she holds Series 63 and Series 65 licenses. 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 investment advisory and brokerage services, utilizing third-party managers and Envestnet’s platform for model delivery, trading, and account management.

Maclendon Aiken is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Charles Schwab Bank, Charles Schwab & Co., 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, retirement-plan consulting, and annuity-based solutions on an open-architecture platform. The firm combines custody, banking, and market-making capabilities, distinguishing itself with municipal bond strategies and specialized program services.

Bradley Shields is a financial advisor at Arax Advisory Partners with 13 years of industry experience. He holds the Series 66 designation and has worked previously at U.S. Capital Wealth Advisors, USCA Securities, and Wells Fargo Clearing. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm integrates internal portfolio management with third-party models and tailored asset allocation, and it offers various fee structures including performance-based arrangements and carried interest for qualified investors.

Stuart Waldenmaier is a financial advisor at Level Four Advisory Services with five years of industry experience. He holds a Series 65 designation and has previously worked at AE Wealth Management and TLC Advisory Group. Outside of advisory work, he serves as a class instructor for the nonprofit American Financial Education Alliance, providing educational workshops in Texas. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, multiple custodians, and both affiliated and unaffiliated sub-advisors.