John Surenkamp is a Series 65 licensed advisor with Apollon Wealth Management, LLC, where he has worked since 2026. He has five years of industry experience, including six years as an Investment Adviser Representative and six years with Spirit Halloween Superstores, LLC. Outside of his advisory role, he is the president and owner of Sage Annuities LLC, a company that sells fixed and indexed annuities. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and offers a wide range of investment solutions including ESG models, direct indexing, and sub-advisory services.

Jeffrey Keene is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Hilltop Securities Inc. and Edward Jones. Outside of finance, he is also a contract musician and has performed drums and percussion for various churches, musicals, and nonprofit organizations since 2002. 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 integration with Hilltop affiliates.

Shei Unger is a CFP®-certified financial advisor with 19 years of industry experience, currently with Simon Quick Advisors, LLC. Prior to joining Simon Quick Advisors in 2025, Unger worked at Northern Trust Securities and Northern Trust Bank from 2020 to 2025, and at BNY Mellon from 2013 to 2020. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by offering wealth management, investment consulting, financial planning, tax planning and compliance, and various administrative services. The firm employs a combination of proprietary quantitative analysis and in-person due diligence to allocate client assets among independent managers, mutual funds, ETFs, and private investment funds.

Richard Knocke is a financial advisor at Turtle Creek Trust in Dallas, TX, holding a Series 66 designation with 18 years of industry experience. He has worked at Enceladus Investment Management, LLC since 2007. Turtle Creek Trust provides investment management and advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a fundamental analysis-based, multi-capitalization equity strategy supplemented by fixed income and balanced approaches, managing approximately $3.66 billion in assets across about 105 client relationships.

John Coyle is a financial advisor at Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. His prior roles include positions at Hilltop Securities Inc. and Oppenheimer. Momentum Independent Network serves a diverse client base including individuals, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage services. The firm uses a platform model that incorporates third-party managers and Envestnet for investment advice, account management, and offers various managed account options along with integration with Hilltop affiliates for municipal bond strategies and cash management features.

Clayton Taylor is a financial advisor at Hilltop Securities Inc. with one year of industry experience. He holds the Series 66 designation and has previous work experience at Texas A&M University, Plainscapital Bank, and Camp Longhorn. Hilltop Securities serves individual, high-net-worth, and institutional clients by providing investment advisory and broker-dealer services, including managed accounts, financial planning, and retirement-plan consulting. The firm offers an open-architecture platform with discretionary and non-discretionary management options and combines custody, banking, and market-making capabilities.

Danny Boyce is a CFP® and CFA® with 26 years of industry experience. He has been with Lee Financial Corporation since 1999. Outside of his advisory role, Boyce serves as founder, treasurer, and chairman of the board for the Flubert Foundation, a private charitable organization, and is involved in volunteer leadership and investment activities for the Allen Park Foundation and other nonprofit entities. Lee Financial Company, LLC is a multi-team firm that 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 serves as investment adviser to private pooled investment vehicles while offering family office and foundation services.

Jacob Edwards is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation and 22 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, nonprofits, and institutional clients. The firm offers a range of managed account programs and retirement-plan fiduciary services, utilizing an open-architecture platform with both adviser-managed and model-based investment solutions.

John Patterson is a financial advisor with Momentum Independent Network Inc. in Dallas, TX. He holds a Series 66 designation and has 22 years of industry experience. Prior to joining Momentum Independent Network Inc., he worked at Sws Financial Services for 18 years. Outside of his advisory role, he is involved in property and casualty insurance and health insurance as an owner and agent. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients by offering investment advisory, portfolio management, financial planning, and brokerage services. The firm provides both discretionary and non-discretionary investment solutions through multiple managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities.

Lowell Johnson is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at SWS Financial Services since 2009. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, and institutional clients. The firm offers a range of investment advisory programs, managed accounts, financial planning, and brokerage services, utilizing a platform model with third-party managers and integrated solutions through Hilltop affiliates.

Brittany Griggs is a Series 65-licensed financial advisor at Krilogy in Dallas, TX, with two years of industry experience. Prior to joining Krilogy, she worked at Greenhill School and Spindlemedia. Krilogy serves a diverse clientele including high-net-worth individuals, corporate and institutional clients, and charitable organizations, offering services such as portfolio management, financial planning, and family office support. The firm employs a long-term investment approach guided by an internal Investment Committee and utilizes both active and passive strategies tailored to client needs.

Jeffrey Schulz is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding a Series 65 credential and seven years of industry experience. He has worked with several firms, including Burlington Alliance Capital Management and Brookstone Capital Management. Outside of advising, Schulz helps customers with life insurance and annuities through Premier FutureGuard and conducts seminars introducing clients to Integrated Trust Systems. 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, retirement plan consulting, and sub-advisory services, utilizing diverse investment strategies and third-party platforms.

Susanna Hartwig is a financial advisor with Principal Advised Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Principal Securities Inc and Principal Life Insurance Company since 2008 and joined Principal Advised Services in 2022. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models in both non-discretionary recommendations and a discretionary investment management program. The firm is part of the Principal Financial Group family, leveraging operational integration with affiliated entities to offer access to proprietary products and coordinated support.

Daniel Mauck is a CFP® certificant with 21 years of experience in the financial industry. He has worked at Clintsman Financial Planning from 2004 to 2021 and has been with Lee Financial Company, LLC since 2022. Lee Financial Company provides fee-only financial planning and both discretionary and non-discretionary portfolio management for individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based approach centered on its WholeVision™ planning framework and also manages private pooled investment vehicles and family office services.

Juliana Howe is a financial advisor at Krilogy with a Series 65 credential and one year of industry experience. Prior to joining Krilogy, she worked at FS Advisors for two years. Outside of finance, she has experience managing Florida Beach Horses and has been involved in babysitting for over ten years. Krilogy serves a diverse client base, including high-net-worth individuals, institutional clients, and family offices. The firm employs a long-term investment philosophy with an internal committee managing model portfolios and offers active and passive strategies, customized bond ladders, and alternative investments.

Dana Davidson is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding the PFS™ credential and Series 63 and 65 licenses. He has 34 years of industry experience, including prior roles at Cetera Advisor Networks LLC and his own CPA firm, Dana B. Davidson CPA Company P.C. He serves as a trustee for Judson University and is involved in various business activities including tax accounting, financial services, professional gaming analysis, and movie production. Momentum Independent Network Inc. provides investment advisory, portfolio management, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm uses a variety of discretionary and non-discretionary investment strategies and integrates broker-dealer operations with banking and municipal advisory services through its Hilltop group affiliations.

Jerome Deren is a financial advisor with Summit Trail Advisors, LLC in Dallas, TX, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Presidio Capital Advisors LLC, Tiedemann Wealth Management, and Corient Services LLC. Summit Trail Advisors serves a range of clients including high-net-worth individuals, trusts, and institutional clients, providing portfolio management, financial planning, and family-office services. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction across multiple asset classes and outcome objectives.

Canyon Ceman is a financial advisor at Momentum Independent Network Inc. with three years of industry experience. He holds a Series 66 designation and previously worked for World Wrestling Entertainment from 2012 to 2021. 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, utilizing third-party managers and integrated solutions with Hilltop affiliates.

Luke Hamblin is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has seven years of industry experience. His prior roles include positions at Mutual of Omaha Insurance Company and GM Financial. He is also an insurance agent specializing in life, health, and annuity products. 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. The firm combines platform-based investment solutions with advisory and brokerage services within the Mutual of Omaha group.

Patrick Lovelady is a financial advisor at Hilltop Securities Inc. with 18 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining Hilltop Securities. Lovelady serves on the boards of the Amarillo College Foundation and the Eldon Durrett Scholarship, both nonprofit organizations. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions. The firm combines custody, banking, and market-making capabilities with an open-architecture platform featuring third-party and firm-sponsored investment strategies.