Gunnar Soland is a financial advisor with Momentum Independent Network Inc. in Arlington, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Momentum Independent Network since 2005. Outside of his advisory role, he serves as a soccer referee for the Texas Association of Sports Officials and volunteers as the treasurer for his homeowners association. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet for investment management and offers a range of customizable strategies, including tax-aware and municipal bond options, integrated with Hilltop affiliates.

Richard English is a ChFC®-designated financial advisor with 26 years of industry experience. He is currently with FourStar Wealth Advisors, LLC and Nobles & Richards Inc, having previously worked at LPL Financial LLC. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages portfolios primarily on a discretionary basis, utilizing both fundamental and technical analysis, and offers tailored wealth management services including private fund management.

Steven Kenny is a financial advisor at Hilltop Securities Inc. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Truist Advisory Services, Truist Investment Services, and BB&T Securities. He is also a member of 1119 Partners, LLC, an entity used for private investments. 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 includes third-party and firm-sponsored investment strategies. The firm combines custody, banking, and market-making capabilities, and sponsors specialized municipal bond strategies alongside other program offerings.

William Sanders is a financial advisor at True North Advisors, LLC with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining True North Advisors in 2024, Sanders spent nine years with Clear Rock Advisors, LLC and also worked at Atlas Efficiency Solutions. 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 advisory services including discretionary management of private pooled investment vehicles through its Western Alternative Strategies division.

John Abney is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual/United Of Omaha Insurance Company since 1991. Outside of his advisory role, he is an insurance agent selling various health and life insurance products and serves as president of AP Financial, Inc. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting through a network of Investment Advisor Representatives using approved model portfolios and discretionary strategies.

Thomas Du is a Series 66-registered financial advisor at Hilltop Securities Inc. in Dallas, TX, with three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Fidelity Investments. Outside of his advisory work, he is involved in a family-owned construction business where he performs administrative and handyman tasks. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, and retirement-plan consulting. The firm provides an open-architecture platform with a range of strategies and combines custody, banking, and market-making capabilities.

Christopher Glass is a financial advisor at Zacks Investment Management, Inc. based in Dallas, TX, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at Zacks Investment Management since 2007 and was previously with LBMZ Securities, Inc. from 2023 to present. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs a quantitative and qualitative investment approach driven by proprietary models, offering a range of strategies and investment vehicles while managing a high client-to-advisor ratio and licensing indices and model portfolios to third parties.

Jaryn Quick is a CFP® and holds a Series 65 license, with six years of industry experience. He has been with Lee Financial Company, LLC since 2019. Prior to joining the firm, he worked at Texas A&M University - Commerce for four years. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, as well as trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm uses a team-based model with an Investment Committee and employs a WholeVision™ planning framework, integrating various aspects of client capital and goals.

Jeffrey Kaufman is a financial advisor at Integrity Advisory Solutions with 25 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Concorde Asset Management, WR Wealth Planners LLC, and ownership of JK Financial, LLC. Outside of finance, he manages Kaufman Family Farms, a farming operation. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, and retirement consulting through a network of advisers, utilizing third-party platforms and a broad range of investment strategies.

Marcel Garza is a CFP® practitioner with two years of industry experience, currently affiliated with Level Four Advisory Services in Dallas, TX. His prior experience includes roles at Texas Tech University, Texas Tech Health Sciences Center, New Mexico State University, and David Hill Financial, LLC. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion. The firm serves individuals, corporations, retirement plans, and municipal entities, offering financial planning, asset management, retirement-plan consulting, and introduces clients to third-party money managers and wrap-fee programs.

Matthew Medell is a financial advisor at M Holdings Securities, Inc. with seven years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, LLC, Morgan Stanley, Capital One Investing, LLC, and Fxcm. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad mix of advisory and brokerage services, including investment management, retirement plan consulting, and financial planning, utilizing both in-house portfolio managers and third-party sub-advisors.

Brian Heider is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at True North Advisors, LLC since 2014. He is based in Dallas, TX. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions with comprehensive financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach with a focus on value-oriented strategies and organizes portfolios using four Functional Asset Classes.

Shirley Ogden is a CFA® charterholder with 25 years of industry experience, currently serving at Lee Financial Company, LLC since 1993. She also works part-time at Timothy Carmody CPA, focusing on income tax preparation, research, and consulting. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, utilizing a team-based model and an integrated planning framework. The firm also sponsors private funds and offers specialized services for complex family capital and estate coordination.

John Hamiter Jr. is a financial advisor with Level Four Advisory Services, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Level Four Advisory Services since 2021 and Harbor Financial Services, LLC since 2005. Outside of advising, he is a partner in GHMYS Group, LLP, which provides office support services. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across a diverse client base, including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, using model portfolios and a combination of direct management, affiliated sub-advisers, and third-party managers.

Ryan Coxe is a financial advisor at Lee Financial Company, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at RETC, Strong Capital, Dominus Commercial, and the Dallas Cowboys. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, as well as trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm employs a team-based model with an Investment Committee overseeing asset allocation and manager selection, and uses a WholeVision™ planning framework to integrate various aspects of clients’ financial and personal goals.

Alexander Nickerson is a CFP® with five years of industry experience. He has worked at Lee Financial Company, LLC since 2021 and was previously with Cypress Point Wealth Management from 2015 to 2020. He is based in Dallas, TX. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, as well as trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm uses a team-based model and an integrated planning framework to construct portfolios that address liquidity, income, growth, and tax considerations.

Christopher Steinsholt is a financial advisor with Csenge Advisory Group, LLC in Dallas, TX, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Edward Jones. He serves on the Board of Directors for the Rotary Club of Rockwall and holds leadership roles with the Texas Valor Project and Rockwall County Republican Men’s Club. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm combines fundamental and technical analysis with a relative strength methodology and a top-down market approach, offering customized portfolio management through discretionary and model-based strategies.

Dhruv Maniktala is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at True North Advisors, LLC since 2015. He is based in Dallas, TX and holds the Series 63 license. True North Advisors provides comprehensive financial planning, portfolio management, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions. The firm employs a fundamentally driven, bottom-up investment approach focused on value-oriented strategies, while incorporating passive indexed ETFs, SMAs, and alternative or private investments as appropriate.

Petia Moutaftchieva is a Series 66 licensed financial advisor at Hilltop Securities Inc. in Dallas, TX, with 12 years of industry experience. She 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 manages approximately $2.25 billion in assets and offers a range of portfolio management programs through an open-architecture platform that includes advisor-managed and model-based solutions, along with specialized municipal bond strategies and custody capabilities.

Stewart Scothorn is a financial advisor at Advisor Share Wealth Management, LLC with a Series 65 designation. He has one year of industry experience and has been employed at Advisor Share Wealth Management since 2026. He also has a longstanding role at The Benefit Link, Inc., where he has worked since 2010. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform used by independent advisers, implementing client strategies through third-party sub-advisers and model portfolios.