John Crook is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 30 years of industry experience. His prior roles include positions at Raymond James & Associates, Morgan Keegan & Company, LLC, and Citigroup Global Markets. He serves as a board member of the Georgia Industrial Children's Home Foundation and is involved in several business ventures, including a land clearing business started with his son. Prospera Financial Services is a multi-team advisory firm with 271 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Steven Gundy is a financial advisor with BFC PLANNING, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining BFC PLANNING, he worked at Milkie/Ferguson Investments, Inc. from 2009 to 2012. Outside of his advisory role, he serves on the advisory boards of the Ackerman Center for Holocaust Studies and the Anti-Defamation League Texoma, and he is a partner and operator of a B&B ranch. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and employs independent investment adviser representatives who customize portfolios using various program structures, sub-advisers, and custodial arrangements.

Brick Parsons is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 66 designation and 17 years of industry experience. He has worked at Edward D Jones and LPL Financial prior to joining Advisor Resource Council in 2017. Outside of his advisory role, he is involved in a business that purchases, repairs, and resells small electronic equipment for profit. 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 combines artificial intelligence tools with fundamental analysis to offer a range of model and separately managed account strategies under its AIQ platform, while also providing custom solutions and third-party advisory programs tailored to client objectives.

Peter Vescovi is a Series 66 licensed advisor with 19 years of industry experience, currently with Regal Investment Advisors LLC in Dallas, TX. His prior experience includes roles at Fidelity Investments and Cetera. Outside of his financial advisory work, he is president of PETR Ventures, LLC, a business consulting firm, and is active as an author and speaker. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management primarily to unaffiliated registered advisers and their clients. The firm offers a mix of proprietary and third-party strategies and manages day-to-day trading within those models on behalf of its advisory network.

Michael Reeves is a financial advisor with Strategic Wealth Investment Group, LLC in Dallas, TX, holding Series 65 and Series 63 credentials and 14 years of industry experience. His prior roles include positions at Global Financial Private Capital, Carlson Financial, WealthRemedy LLC, Innovative Health Insurance Design, and Tower Square Securities, Inc. He also provides insurance quotes for life insurance and fixed indexed annuities in a related business activity. Strategic Wealth Investment Group offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as corporations and business entities. The firm uses a combination of internally developed and third-party model portfolios, employing various analytical methods, and includes access to private placements and affiliated insurance activities.

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.

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.

Samuel Rodriguez is a CFP® with 22 years of industry experience, currently serving as an advisor at Advisor Resource Council since 2018. He has previously worked at firms including LPL Financial, J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. 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 combines artificial intelligence tools with traditional fundamental analysis and offers a range of investment strategies and custom solutions through a network of investment adviser representatives.

Charles Berry is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 registrations and with 21 years of industry experience. He has worked at Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2012, served at LPL Financial LLC since 2011, and previously at Edward Jones from 2007 to 2011. Advisor Resource Council is an SEC-registered advisory firm serving individuals, retirement plans, charitable organizations, and business entities. The firm integrates artificial intelligence with fundamental analysis to offer customized portfolio management and financial planning through a network of investment adviser representatives.

Bradley Shields is a financial advisor at Arax Advisory Partners in Dallas, TX, with 13 years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Capital Wealth Advisors, USCA Securities, USCA RIA, and Wells Fargo Clearing. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm’s investment approach includes discretionary and non-discretionary portfolio management, comprehensive financial planning, and a mix of traditional and alternative investments supported by both in-house and external portfolio teams.

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.

Shawn Clagg is a financial advisor at Advisor Resource Council with two years of industry experience. He holds the Series 65 designation and maintains his own accounting firm, Shawn Clagg, CPA, PC, where he serves as president. He also works with Rob Hance Management PC in a management and accounting role. Advisor Resource Council is an SEC-registered firm that serves individuals, retirement plans, charitable organizations, and businesses by providing asset management, financial planning, and consulting services. The firm employs a blend of artificial intelligence and fundamental analysis through its AIQ platform and offers custom investment solutions, including option-based strategies, to meet diverse client needs.

Ross Morrow is a financial advisor at Quotient Wealth Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Howard Financial Services, LTD and The AYCO Company, L.P./Mercer Allied. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and wealth management services tailored to various client risk profiles. The firm employs diversified, factor-tilted investment strategies and utilizes technology for held-away account management.