Sherry Echart is a financial advisor with HUB Investment Partners, LLC in Arlington, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at several firms, including TCG Advisors, LP, National Life Group, Chase Investment Services Corp., BBVA Compass Investment Solutions, Inc., and Wells Fargo Investments, LLC. HUB Investment Partners serves a diverse range of clients, including institutional investors and high-net-worth individuals, offering portfolio management, retirement and financial planning, and specialty services for banking and municipal clients. The firm uses a combination of active and passive strategies and employs quantitative and qualitative analyses to guide investment decisions.

Richard Nevins is a ChFC® credentialed advisor at Virtue Capital Management, LLC with two years of industry experience. He previously worked at Brookstone Wealth Advisors, LLC and has owned Raima LLC, an insurance agency, since 2012. Virtue Capital Management, LLC serves individuals, trusts, estates, charities, corporations, retirement plans, and other advisers with customized portfolio management, financial planning, and consulting services. The firm employs a multi-team model and combines tactical, strategic, and dynamic investment approaches while offering ongoing monitoring, reporting, and client education.

Timothy Mangus is a financial advisor with PFG Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at United Planners, OSAIC, Securities America, BBVA Wealth Solutions, and TdAmeritrade. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, principally using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

Scott Anders is a financial advisor at Archer Investment Corporation in Arlington, TX. He holds the PFS™ designation and has experience as a CPA through his role at Scott Anders CPA PLLC since 2017 and DMI Corp since 2014. Anders has been with Archer Investment Corporation since 2026. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and The Archer Funds. The firm works with accountants and CPAs who act as advisory representatives within a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets.

Justus Winkler is a financial advisor with Momentum Independent Network Inc. and holds a Series 66 designation. He has one year of industry experience and previously worked at J Patterson Group, Inc/Momentum Independent Network, Da Capo Studio, Music Learning Band, Shelton Scholars, and Paciugo Gelato. Outside of finance, he works as a private contractor musician, playing guitar in various musical settings. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking 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.

Tony Adkison is a financial advisor with Advisor Share Wealth Management, LLC, holding a Series 66 designation and 15 years of industry experience. He has been involved in various roles, including stewardship coaching and estate planning services through Stewardship Legacy Coaching, LLC, and Stewardship Advisory Group, LLC. Outside of advisory work, he operates as an independent insurance agent and has experience in family legacy and business legacy coaching. Advisor Share Wealth Management, LLC serves individuals, high-net-worth clients, professional advisers, and retirement plans, offering investment advisory and financial planning services. The firm employs third-party sub-advisers and model portfolios and provides alternative investment options, operating with ERISA/IRC fiduciary obligations for retirement accounts.

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.

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.

Jesus Torres is a financial advisor at Belpointe Asset Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including Fisher Investments, Visionpoint Advisory Group, and Scotiabank. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolio strategies ranging from passive to tactical approaches and supports its advisory practice with affiliated businesses and proprietary product sponsorships.

Walter Virden IV is a financial advisor at Momentum Independent Network Inc. with 25 years of industry experience. He holds a Series 66 designation and has worked at SWS Financial Services since 2001. Outside of advisory work, he is a partner at the CPA firm Virden Chapman & Virden PLLC and serves on the boards of St. John's Foundation and the Harry Male Youth Foundation. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients. The firm offers a range of advisory and brokerage services and utilizes a platform model with third-party managers and integrated municipal bond strategies sponsored by affiliated entities.

Douglas Bryan is a financial advisor at Simplicity Wealth with eight years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including USA Financial Securities and LifePro Asset Management. Outside of his advisory role, he is the owner and director of Insight College & Financial Solutions, where he educates clients on the college admissions and financial aid process and provides related insurance products. He also serves on the Board of Directors for the Children First Counseling Center and is a member of the Grand Prairie Metro Rotary. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional entities, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, with model portfolios that are actively monitored and rebalanced. It also offers technology and operational support to advisers through a private-label asset management platform and a third-party advisory model marketplace.

Walter Virden III is a CFP® with 26 years of industry experience, currently serving as an advisor at Momentum Independent Network Inc. since 2001. He is also a partner at Virden Chapman & Virden CPAs, a CPA firm operating since 1969. Outside of his advisory and accounting roles, he serves on the board of Saint Mark's Church and participates on the finance committee of the Episcopal Diocese of Fort Worth. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients. The firm offers a range of advisory and brokerage services, utilizing third-party managers and a platform model that integrates with Hilltop affiliates for investment management and cash management solutions.

James Mathis is a financial advisor with Integrated Advisors Network LLC in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has held roles at Calton & Associates, Inc., First Financial Equity Corp., and Echelon Investment Management. Outside of his advisory work, Mathis serves as an outside consultant for VISAQ / Coleman Research, providing expertise to clients on an as-needed basis. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and related consulting, utilizing a combination of fundamental and quantitative analysis along with access to third-party managers and private funds.

Kaylynn Dalebout is a financial advisor at Wealth Management with seven years of industry experience. She holds the PFS™ designation and Series 63 license. Prior to joining Wealth Management, Kaylynn worked at Yellowstone Partners and owns Clockwork Accounting & Tax Services, which provides accounting and tax preparation services. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients with discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios focused on cost minimization and long-term, buy-and-hold strategies.

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.

Omar Rojas is a financial advisor at Portfolio Medics, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Efficient Plan, YRC Inc., and Legacy Financial Services. Outside of advising, Mr. Rojas works as a driver for Modern Transportation. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-HNW and high-net-worth individuals, offering investment management, financial planning, and consulting services using a mix of strategic and tactical approaches.

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.

Carson Graves is a financial advisor with Gradient Advisors, LLC in Arlington, TX, holding Series 63, 65, and 66 licenses and nine years of industry experience. He has been with Gradient Advisors since 2017 and operates Carson Enterprise, a retirement education center, since 2007. Outside of financial advising, he is also involved in residential real estate as a licensed realtor and owns Retirement EDU Financial, a retirement and financial planning business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm primarily works through third-party money managers and investment advisor representatives, employing a non-discretionary operating model that integrates fundamental, technical, and cyclical analysis in portfolio management.

John Mints Sr. is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked previously at Triumph Wealth Advisors, Inc. and Regal Investment Advisors. Outside of his advisory work, he serves as a committee member at the Mansfield Food Bank, where he speaks at events and contributes as a donor. AE Wealth Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and consulting through a platform that integrates multiple model managers and supports advisor customization.

Cynthia Luna is a financial advisor with Kestra Advisory in Waxahachie, TX, holding a Series 66 designation and 18 years of industry experience. She previously worked at Edward Jones for 10 years before joining Kestra Advisory and Kestra Investment Services in 2024. Luna serves on the boards of the Exit Planning Institute Dallas Chapter and Hope Health, where she participates in finance committee leadership and strategic planning. She also owns Moonshot Value Advising, a consulting practice focused on value growth analysis for business owners. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients including large institutional investors and sovereign wealth funds.