Marcus Walker is a financial advisor with Fifth Third Wealth Advisors LLC in Dallas, TX. He holds the CFP® and ChFC® designations and has 20 years of industry experience. His prior roles include positions at Truist and BB&T. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and access to separately managed accounts for a diverse client base, including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis using a combination of in-house and third-party strategies.

Jacob Wilsie is a Series 66 licensed financial advisor at Arax Advisory Partners with three years of industry experience. His prior roles include positions at USCA Securities LLC, Oklahoma Central Credit Union, LPL Financial LLC, Bank of America, Merrill, and Fidelity Investments. He is based in Dallas, TX. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering financial planning, portfolio management, retirement plan consulting, and advisory services using a combination of internal management, third-party models, and tailored asset allocation.

Cailey Bracken is a financial advisor at Hilltop Securities Inc. with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including LPL, Charles Schwab, and United Capital. Hilltop Securities serves individual and institutional clients through advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan consulting, and annuity-based solutions. The firm is notable for combining custody, banking, and market-making capabilities, and it provides an open-architecture platform featuring third-party and firm-sponsored investment strategies.

John Dunn is a financial advisor at Momentum Independent Network Inc. with 40 years of industry experience. He holds Series 63 and Series 65 credentials and 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. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing a platform model supported by third-party managers and integrated with Hilltop affiliates.

Jordan Stefanov is a financial advisor at United Capital Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Girard Securities and Farther Financial Advisors. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by proprietary technology and access to third-party managers.

Sarah Beattie is a financial advisor with LEE Financial Company, LLC in Dallas, TX, holding two years of industry experience. She has been with Lee Financial Company since 2007, where she is part of a multi-team firm structure. 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 model centered on its WholeVision™ planning framework and serves as General Partner and Investment Manager for several affiliated private partnerships while offering customized portfolios that include a range of investment vehicles.

William Swearingen II is a financial advisor at United Capital Financial Advisors with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Lion Street Financial, Cetera Advisor Networks LLC, and Girard Securities, Inc. Since 2007, he has served as Managing Director at United Capital, focusing on client retention and new client relationships. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management using asset-allocation models, access to third-party managers, customized portfolios including ESG and faith-based options, and client-facing technology and reporting tools.

Andrew Greenawalt is a financial advisor at Sowell Management in Dallas, TX, holding a Series 66 designation with 10 years of industry experience. His career includes roles at Barrow Hanley Global Investors, MML Investors Services LLC, and Mass Mutual Life Insurance Company. Greenawalt has worked in both independent advisory and institutional environments. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm uses a variety of management styles and offers access to model portfolios, third-party manager selection, and unified managed account solutions.

Chia Yun Chien is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with seven years of industry experience. Prior to joining Hilltop Securities in 2018, Chien worked at Elite Finance Management from 2016 to 2018. Hilltop Securities serves both individual, including high-net-worth, and institutional clients with a range of advisory and brokerage services, offering managed accounts, financial planning, and retirement-plan advisory through an open-architecture platform that incorporates third-party and firm-sponsored strategies.

Blake Morris is a financial advisor at Hilltop Securities Inc. with 23 years of industry experience. He holds a Series 66 designation and has been with Hilltop Securities since 2016. Hilltop Securities serves individual, high-net-worth, and institutional clients, including corporate and retirement-plan sponsors, offering a range of advisory and broker-dealer services. The firm provides managed accounts, financial planning, retirement-plan consulting, and utilizes an open-architecture platform featuring both third-party and firm-sponsored investment strategies.

Todd Healy is a financial advisor with ValMark Advisers, Inc. in Dallas, TX, holding a ChFC® designation and Series 63 and Series 65 licenses. He has 42 years of industry experience, including roles at Lion Street Advisors and Kestra Financial Services, and has operated Healy and Associates PC since 1986. He is active in community and nonprofit organizations, serving on the Dallas Jewish Community Foundation Board of Trustees and contributing to several local estate planning and charitable councils. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based portfolios and asset allocation strategies implemented through mutual funds, ETFs, and separate-account managers, supported by proprietary platforms and third-party programs.

Karl Drescher Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Mutual of Omaha Investor Services since 2006. Drescher serves on the Board of Trustees for the General Grand Chapter, Order of the Eastern Star, and is also on the Board of Directors for the Perry Belmont House, a nonprofit organization managing a historic mansion in Washington, D.C. Mutual of Omaha Investor Services, Inc. provides advisory services to individual and corporate clients, including retirement plans, through a variety of managed account programs and third-party manager relationships. The firm operates within the broader Mutual of Omaha group and offers solutions primarily via platforms such as Envestnet, with an emphasis on model portfolios and discretionary management options.

Tai Newman is a financial advisor at Wedbush Securities Inc. with one year of industry experience. He holds a Series 66 designation and is based in Dallas, TX. His background includes roles at Defender Outdoors and a significant period in full-time education. Wedbush Securities serves individual, high-net-worth, and institutional clients by offering investment advisory and broker-dealer services across multiple asset classes and account types. The firm’s offerings include wealth management, capital markets, and research, with portfolio management tailored to client objectives.

Kevin Burke Jr. is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation with one year of industry experience. He has worked at Hilltop Securities since 2022 and is also a project manager at NCS Roofing & Solar LLC, a roofing and general contracting company. Hilltop Securities serves individual, high-net-worth, and institutional clients with a range of investment advisory and broker-dealer services. The firm offers managed account programs, financial planning, retirement-plan advisory, and brokerage functions through an open-architecture platform that combines third-party and firm-sponsored strategies.

Shannon Reed is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Dallas, TX. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Fidelity Investments, Gold Standard Mortgage, and Changing Lanes Credit and Financial Services. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and financial planning, supported by ongoing monitoring and use of third-party sub-advisors and platform providers.

Patrick Freeland is a CFA® charterholder with 16 years of industry experience. He currently works at Hilltop Securities Inc. and has previously been employed at Charles Schwab, TD Ameritrade, Salem Managed Services, and Envestnet Asset Management. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering a range of advisory and brokerage services through an open-architecture platform featuring third-party and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities and provides municipal bond strategies alongside specialty programs.

Balin Smith is a financial advisor at Hilltop Securities Inc. with six years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Equitable Advisors and in roles outside finance including at Savage Tavern and The Gaylord Texan. Hilltop Securities serves individual and institutional clients through both investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan consulting, and annuity-based solutions. The firm combines custody, banking, and market-making capabilities with access to third-party and firm-sponsored investment strategies.

Courtney Watson is a financial advisor with Arax Advisory Partners in Dallas, TX, holding Series 63 and Series 65 credentials and over 31 years of industry experience. Prior to joining Arax in 2026, she worked at U.S. Capital Wealth Advisors for five years and has been associated with USCA Securities and related entities since 2016. Outside of her advisory role, she serves as a trustee for family trusts and manages a non-investment-related LLC. Arax Advisory Partners is an SEC-registered, 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, offering financial planning, portfolio management, and retirement consulting through a combination of internal management and third-party relationships. Arax is notable for its use of performance-based fees and carried-interest arrangements for qualified investors and private funds, as well as its consolidation of affiliated firms to expand its institutional and operational capabilities.

Wassana Ford is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 65 and Series 63 licenses and has six years of industry experience. She has worked with Mutual of Omaha Investor Services since 2018 and has been with Mutual of Omaha Insurance Company since 2016. In addition to her advisory role, she is licensed as an insurance agent specializing in health and life insurance products. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs primarily through Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, serving clients with a range of investment and insurance solutions.

Jacob Hood is a financial advisor at United Capital Financial Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Keller Williams and Connor's Steak & Seafood. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management with asset-allocation models, offers portfolio customization for ESG and faith-based preferences, and supports clients with technology and reporting tools.