Sarah Henze is a CFP® professional with 16 years of experience at Lee Financial Company, LLC in Dallas, TX. She has been with Lee Financial Corporation since 2010. Lee Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm uses a team-based model centered on its WholeVision™ planning framework and manages tailored portfolios that include a range of investment vehicles, while also serving as General Partner and Investment Manager for several affiliated private partnerships.

Paul Kraft is a financial advisor with Integrity Advisory Solutions and holds Series 63 and Series 65 credentials. He has 24 years of industry experience and concurrently serves as an attorney and president of Frank & Kraft, PC, a law firm specializing in estate planning. Kraft is also active in nonprofit work, serving on the boards of several charitable organizations, including the Jewish Federation of Greater Indianapolis and The Children's Theraplay Foundation. Integrity Advisory Solutions is a multi-team firm with about 127 advisors that provides portfolio management, financial planning, retirement consulting, and sub-advisory services to individuals, trusts, estates, and business clients. The firm employs a range of investment approaches and leverages third-party platforms while integrating retirement-plan advisory capabilities with affiliated program sponsorship.

Cort Laurence is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 66 designation and 26 years of industry experience. He previously worked at LPL Financial, LLC for 10 years and has been with Strategic Financial Concepts since 2008. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary investment management using model portfolios and third-party managers, and is notable for its integration of insurance-related activities alongside traditional asset management.

Jodi Lutz is a financial advisor at Wedbush Securities Inc. with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group, LLC. Outside of her advisory role, she owns and manages Pine Dunes Lodge, a lodging facility for golfers, and is involved in several investment-related business ventures. Wedbush Securities provides investment advisory and broker‑dealer services to individual, high-net-worth, and institutional clients across a broad range of offerings including wealth management, fixed income, commodities, and capital markets. The firm serves a diverse client base with tailored portfolio management strategies and supports various institutional research and clearing services.

Larry Sanders is a financial advisor at IP Financial Advisory Services LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Innovation Partners LLC and Parsonex Securities. In addition to his advisory roles, Sanders serves as a Sergeant First Class in the U.S. Army Reserve and owns a barber business. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides customized investment solutions and access to third-party advisors, focusing on non-high-net-worth individuals.

Marco Rodriguez is a CFA® charterholder with 27 years of industry experience. He is currently with LEE Financial Company, LLC, where he has worked since 2022, following seven years at Stonegate Capital Markets and over 20 years as a self-employed financial professional. He is president of Marco Associates, a firm specializing in financial modeling, valuation, and investment analysis. 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 approach using its WholeVision™ planning framework and manages a variety of investments, including private partnerships and pooled vehicles, with a focus on tailored asset allocation and risk management.

Austin Cannon is a financial advisor with M Holdings Securities, Inc. in Dallas, TX, holding Series 65 and Series 63 licenses and six years of industry experience. His prior work includes positions at NYLife Securities LLC, New York Life Insurance Company, and JPMorgan Securities LLC. M Holdings Securities, Inc. serves a wide range of clients including individuals, retirement plans, charitable organizations, and corporations through independent Member Firms. The firm provides advisory and brokerage services such as investment management, retirement plan consulting, financial planning, and insurance advisory, offering ongoing client monitoring and a combination of direct management and oversight of third-party sub-advisors.

Gregory Gatlin is a financial advisor at Momentum Independent Network Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 15 years before joining Momentum Independent Network in 2024. 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, with a platform model that integrates third-party managers and Hilltop affiliates for specialized municipal bond strategies and cash management features.

Jason Romph is a financial advisor with LEE Financial Company, LLC, holding a Series 66 credential and 18 years of industry experience. He has been with Lee Financial Corporation since 2011 and previously worked at USAA Financial Planning Services and RBC Capital Markets. LEE Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm offers family office and foundation services and manages private pooled investment vehicles through a team-based approach centered on its WholeVision™ planning framework.

Shayla Cobb is a financial advisor at LEE Financial Company, LLC with two years of industry experience. Her prior work includes roles at Cobb Family and Getting it Done Organizing, as well as ownership of a fitness franchise business under Cobb Fitness, LLC. LEE Financial Company provides fee-only financial planning and portfolio management services to a diverse client base including individuals, families, trusts, charitable organizations, and employer retirement plans. The firm uses a team-based model centered on its WholeVision™ planning framework and manages both discretionary portfolios and private pooled investment vehicles.

Nicholas Lorenzoni is a financial advisor at Stephens with two years of industry experience. He holds the Series 66 designation and has worked at Stephens since 2023, with prior roles in mergers and acquisitions, corporate positions, and educational institutions. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities, utilizing a range of investment strategies and in-house equity research.

Trey Waite is a CFP® professional with six years of industry experience, currently with LEE Financial Company, LLC since 2019. His prior experience includes roles at Sullivan Bruyette Speros & Blayney, LLC and Texas Tech University. 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 manages tailored portfolios that may include a variety of investment vehicles, while also serving as General Partner and Investment Manager for several affiliated private partnerships.

William Skelton is a Series 66-licensed financial advisor with Hilltop Securities Inc. in Dallas, TX, where he has worked since 2009. He has 25 years of industry experience. Outside of his advisory role, he serves as Finance Chair on the Board of Directors for Friends of the University Park Library and is Chairman of the City of University Parks Parks Committee. 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 portfolio management programs on an open-architecture platform and sponsors municipal bond strategies co-advised by Franklin Templeton Group, LLC.

Angelica Mendiola is a financial advisor with Principal Advised Services in Dallas, TX, holding a Series 66 designation and 10 years of industry experience. Her background includes roles at Principal Securities Inc., Principal Life Insurance Company, Bank of America, and Merrill. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models to provide both non-discretionary recommendations and discretionary investment management through its SimpleInvest wrap-fee program. The firm is part of the Principal Financial Group family, which provides access to affiliated financial products and integrated support services.

Steven Etoch is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Stephens in Dallas, TX. His career includes roles at Stephens and Morgan Stanley, as well as a position at Direct Access Capital. Stephens provides investment advisory and wealth management services to a broad client base, including individual investors, pension plans, foundations, and government entities. The firm utilizes a variety of investment strategies and offers access to institutional equity research and integrated broker-dealer and investment banking services.

Stephen Schindler is a financial advisor at Momentum Independent Network Inc. He holds the ChFC® and Series 66 designations and has two years of industry experience. Prior to his financial advisory career, he worked in law enforcement with the Meridian and El Cajon Police Departments and was involved in the hospitality industry at Janet's Montana Cafe. 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 integrated solutions from Hilltop affiliates.

Carol Garza is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Hilltop Securities since 2009. Outside of her advisory work, she owns a monogram and craft business and also distributes essential oils and represents a nail polish strip company. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers a range of managed account programs and advisory solutions on an open-architecture platform, combining custody, banking, and market-making capabilities with firm-sponsored and third-party investment strategies.

Harold Wright is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Hilltop Securities since 2014. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutions. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs, financial planning, and fiduciary retirement-plan services through an open-architecture platform.

John Wilkinson is a financial advisor with Wedbush Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. His prior firms include Ameriprise, Morgan Keegan & Company, LLC, and Wells Fargo Clearing. He serves as a director on the board of the Ted Nash Long Life Foundation, a private foundation in Waco, TX. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a wide range of services including wealth management, fixed income, commodities, and institutional research, with customized portfolio management and operational capabilities such as custodial, clearing, and prime services.

Natwian Vanderveer is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Robinhood Markets, Primerica, First Command Financial Services, and TD Ameritrade. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan consulting, and annuity-based solutions on an open-architecture platform that integrates third-party managers alongside firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities and sponsors municipal bond strategies co-advised by prominent asset managers.