Nicholl Aldridge is a financial advisor at MissionSquare Retirement with 25 years of industry experience. He has been with Icma Retirement Corporation since 2015. Outside of his advisory role, Aldridge is a landlord managing a rental property in Glenn Heights, Texas. MissionSquare Retirement serves state and local government employers, employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Royce Itschner is a CFP® and PFS™ credentialed advisor with 26 years of industry experience. He is currently with True North Advisors, LLC and has prior experience at Clear Rock Advisors, LLC, as well as a part-time role at Massey, Itschner & Co., P.C., a full-service CPA firm. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and institutions with financial planning, portfolio management, and consulting. The firm employs a fundamentally driven, value-oriented investment approach combined with quantitative tools and serves as a private fund adviser and general partner to multiple pooled investment vehicles.

Evelyn Burgett is a CFP® professional based in Dallas, TX, affiliated with Momentum Independent Network Inc. She has 29 years of industry experience, including roles at Hilltop Securities and TIAA-CREF. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients with investment advisory, portfolio management, financial planning, and brokerage services. The firm offers multiple managed account programs using both discretionary and non-discretionary structures, integrating broker-dealer operations with banking and municipal advisory capabilities.

Jacob Odom is a financial advisor with LEE Financial Company, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Covenant Wealth Partners and First Allied Securities. Outside of financial advising, he is the owner and founder of an automobile purchase consulting service that he has provided to select family, friends, and clients. LEE Financial Company offers fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based approach centered on its WholeVision™ planning framework and manages a range of investment portfolios, including private pooled investment vehicles and family office services.

Rhiannon Lynn is a financial advisor with Sound Income Strategies, LLC, holding a Series 66 designation and one year of industry experience. She previously worked at Edward Jones and Seven Oaks Insurance Agency, LLC, where she spent 19 years. Lynn serves as a board member of the Kiwanis of Flower Mound, where she manages invoicing and financial reporting. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base, including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis and customized managed portfolios, offering a range of services from discretionary asset management to insurance planning through affiliated channels.

Randall Hardin is a financial advisor at Momentum Independent Network Inc. with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Hilltop Securities Inc. and Wells Fargo. Outside of his advisory role, he has been affiliated with Plano West High School since 2007. 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 advisory and brokerage services, utilizing third-party managers and integrated platforms to deliver customized investment solutions.

Justin Luddeke is a CFP® with 17 years of experience and currently serves as a financial advisor at LEE Financial Company, LLC in Dallas, TX. He has worked with Lee Financial Corporation since 2013. LEE Financial Company 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 using its WholeVision™ planning framework and offers services including family office and foundation management, with tailored portfolios that incorporate a range of investment types.

Christian Jones is a financial advisor with Hilltop Securities Inc. in Dallas, TX. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Fidelity Investments and Pollard Ford. Hilltop Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and broker-dealer services with a range of managed account programs, financial planning, and retirement-plan advisory solutions. The firm operates an open-architecture platform and combines custody, banking, and market-making capabilities.

Nicholas Beare is a CFA® charterholder with 36 years of industry experience, currently serving as a financial advisor at Stephens since 2005. He is based in Dallas, TX, and holds the Series 63 license. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm employs a combination of bottom-up security selection and top-down fixed-income management through various investment committees and programs, supported by integrated broker-dealer and investment banking operations.

Mark Lanyon is a CFA® charterholder based in Dallas, TX, with five years of industry experience. He has worked at Turtle Creek Management LLC since 2014. Turtle Creek Trust provides investment management and advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities, primarily through separately managed accounts. The firm manages approximately $3.66 billion in assets and employs a fundamental analysis-driven, multi-capitalization equity strategy supplemented by fixed income and balanced approaches.

James Stone is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at Momentum Independent Network Inc. and has a background that includes involvement with the Northern Tier National High Adventure Base. Hilltop Securities serves individual investors, including high-net-worth clients, and institutional clients such as corporate and retirement-plan sponsors. The firm offers a range of investment advisory and broker-dealer services on an open-architecture platform, featuring both third-party and firm-sponsored strategies with capabilities in custody, banking, and market-making.

Jennifer Gist Hall is a financial advisor at Momentum Independent Network Inc. with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Intrua Financial LLC, LPL Financial, PFS Investments Inc., and Primerica Financial Services. Outside of her advisory work, she is involved with Solex Global, a wellness company, and serves as a brand partner for Counter, a health and beauty product sales business. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm offers a range of investment advisory programs and financial planning solutions, leveraging third-party managers and integrated affiliate relationships for model delivery and municipal bond strategies.

Tammy Milliorn is a financial advisor at Hilltop Securities Inc. with 36 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Truist Investment Services, Inc. and BB&T Securities. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement-plan consulting, and operates with a combination of custody, banking, and market-making capabilities.

Kole Johnson is a Series 66 licensed advisor at Hilltop Securities Inc. in Dallas, TX, with one year of industry experience. His prior work includes roles at Lemnis Capital and Margaritaville, as well as experience outside the financial sector. Hilltop Securities Inc. offers brokerage, advisory, and retirement-plan consulting services to a diverse client base, managing approximately $2.25 billion in assets. The firm provides investment solutions through an open-architecture platform with a range of adviser-managed and model-based programs, supported by unique custody capabilities and specialized municipal bond strategies.

Seth Halley is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Tyson Foods/GDH Consulting. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates strategic allocation models, manager selections, and advanced analytics within the broader Goldman Sachs network to tailor solutions for client objectives.

Anna Apodaca is a CFP® professional with 17 years of industry experience, currently with Mercer Global Advisors Inc. Her prior roles include positions at TD Ameritrade, Scottrade, and Lake Point Wealth Management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a variety of implementation options.

Robyn Petty Greer is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. She holds a Series 66 credential and has worked at Rockefeller Financial since 2019, following a 19-year tenure at Merrill. Outside of her advisory role, she works as a freelance floral designer providing décor for weddings. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives, while also operating as a registered broker-dealer with integrated trust and insurance services.

Sara Corbitt is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. She has been associated with Ayco since 2010. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients, utilizing centralized investment resources and a range of tailored service offerings.

Lisa Johnson is a financial advisor at Goldman Sachs Wealth Services with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Goldman Sachs - Ayco since 2021, TD AMERITRADE since 2018, and Travelers Insurance from 2016 to 2018. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm employs strategic and tactical allocation models and provides clients access to a range of fee arrangements, proprietary research tools, and affiliated Goldman Sachs capabilities.

David Rosecrans is a CFP® with five years of industry experience, currently affiliated with Empower Advisory Group in Dallas, TX. His prior experience includes roles at GWFS Equities, Inc. and Lincoln Financial Advisors Corporation, as well as six years at Dupre Logistics LLC. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.