Stephen Jones is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Hilltop Securities in various capacities since 2000. Hilltop Securities serves individual, high-net-worth, and institutional clients through both investment advisory and broker-dealer services. The firm offers a range of solutions including managed accounts, financial planning, retirement-plan advisory, and brokers execution and custody functions, utilizing an open-architecture platform with both third-party and firm-sponsored strategies.

Melissa Cox is a CFP® with 21 years of industry experience, currently serving at Van Clemens Wealth Management, LLC in Dallas, TX. She has worked with Doucet Asset Management and Institutional Securities Corp, among others, throughout her career. She also owns Future Focus Wealth, where she is involved in authoring and public speaking. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients, including ERISA retirement plans, offering portfolio management, financial planning, and estate-planning support. The firm employs a combined investment approach that includes modern portfolio theory along with fundamental and technical analysis, providing customized strategies using both in-house and third-party managers.

Thadius Beavers is a financial advisor at M Holdings Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including E*TRADE Securities LLC and TIAA-CREF. He was also involved with Level Four Advisory Services as a branch manager and supervisory principal. M Holdings Securities, Inc. serves a range of clients, including individuals, retirement plans, and charitable organizations, offering advisory and brokerage services through a nationwide network of independent firms and professionals. The firm provides discretionary and non-discretionary investment management, retirement plan consulting, and financial planning, supported by platform providers and sub-advisory relationships.

Thomas Thompson is a CFP® professional with 37 years of industry experience, currently serving at Momentum Independent Network Inc. He has worked with SWS Financial Services for over three decades. Outside of his advisory role, Thompson serves as a member of the St Marks Endowment Committee, a religious nonprofit organization in Arlington, TX. Momentum Independent Network serves a diverse client base, including individual, high-net-worth, charitable, corporate, institutional, and banking clients, offering advisory and brokerage services through a platform model that integrates third-party managers and Envestnet for investment management and trading.

Colin Bindner is a Certified Financial Planner® (CFP®) with 12 years of industry experience. He has worked at True North Advisors, LLC since 2019 and spent six years with United Capital Financial Advisers, LLC prior to that. 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, foundations, and other business entities, offering comprehensive financial planning, portfolio management, and wealth advisory services with an investment approach focused on fundamental, bottom-up analysis and broad diversification across equities, fixed income, diversifiers, and private investments.

Wallace Carlson is a financial advisor with Advisory Services Network who holds Series 63 and Series 66 licenses and has 27 years of industry experience. His career includes roles at Fidelity, Fidelity Personal Trust Company, TL Private Wealth, and Advisory Services Network since 2018. He is also the owner and president of Fruit of the Vine, Ltd., a service corporation associated with his financial practice, and works as an independent insurance agent offering life and health insurance and annuity advice. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers a range of portfolio management and consulting services with a flexible engagement model and a large platform of advisors managing over $10 billion in discretionary assets.

Laura Young is a Series 66 registered advisor with Hilltop Securities Inc. in Dallas, Texas, where she has worked since 2019. She has three years of industry experience and prior work history includes positions at Costco, Allen Public Library, Party City, and ToysRUs. Hilltop Securities serves individual, high-net-worth, and institutional clients through advisory and broker-dealer services on an open-architecture platform. The firm combines custody, banking, and market-making capabilities, offering managed accounts, retirement-plan consulting, and municipal bond strategies.

Denise Clifton is a financial advisor with Arax Advisory Partners in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior roles include positions at U.S. Capital Wealth Advisors, USCA Securities LLC, Wells Fargo Clearing, and Edward Jones. She serves as a past president and board member of the Grand Prairie ISD Education Foundation and is a board member of the Grand Prairie Chamber of Commerce. Arax Advisory Partners is a multi-team wealth management firm with over 230 advisors that serves individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal and third-party portfolio management and emphasizes tailored asset allocation, including performance-based fee arrangements and private fund management.

Billy Jenkins is a financial advisor with Momentum Independent Network Inc. in Dallas, TX. He holds the Series 66 designation and has 26 years of industry experience, including 17 years at SWS Financial Services. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients with advisory, portfolio management, financial planning, and brokerage services. The firm integrates broker-dealer operations with banking and municipal advisory capabilities, offering a range of discretionary and non-discretionary investment solutions across various managed account programs.

William Kellogg Jr. is a CFP®-certified financial advisor with over 30 years of industry experience, currently affiliated with Hilltop Securities Inc. He has a background that includes roles at Ameriprise Financial Services LLC, Bank of America, Merrill, and Equitable Advisors. 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 that incorporates third-party technology and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities, and sponsors specialized municipal bond strategies.

Matthew Jarvis is a CFP® with 23 years of industry experience, currently serving at Integrity Advisory Solutions since 2024. His prior experience includes 12 years at Crown Capital Securities and founding Jarvis Financial Services, Inc., where he remains active. Outside of advisory work, he is involved in consulting, authoring, and coaching through his roles with Deliver Massive Value LLC, Retirement Tax Services, and The Perfect RIA. Integrity Advisory Solutions is a multi-team firm managing approximately $1.1 billion in client assets through about 100 independent advisors. The firm serves individuals, trusts, estates, and business clients by offering portfolio management, financial planning, retirement consulting, and sub-advisory services using a variety of asset-allocation strategies and third-party platforms.

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.