Erica Rodriguez is a financial advisor at MissionSquare Retirement with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities LLC and JP Morgan Chase Bank NA prior to joining MissionSquare. In addition to her advisory role, she provides notary signing services. MissionSquare Retirement serves state and local government employers, their employees, and select non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services with investment advice developed by Morningstar Investment Management.

David Rollins is a Series 66 licensed financial advisor with StoneX Advisors Inc. in Dallas, TX, where he has worked since 2016. He has 14 years of industry experience, including prior work at StoneX Securities Inc. Rollins is involved with the Boy Scouts of America in multiple leadership roles, including serving as National Service Territory 7 Council Relations Lead and holding positions at the council level. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting. The firm offers a range of advisor-managed and model-based investment solutions, supported by integrated clearing and custody services through its affiliation with StoneX Group.

Kurt Koke is a financial advisor with Prospera Financial Services, Inc. in Hurst, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Prospera Financial Services since 2004. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services via multiple platforms and customizable portfolio strategies.

Megan Price is a financial advisor at Arax Advisory Partners with 16 years of industry experience. She holds a Series 66 designation and has worked previously at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management with third-party models and tailored asset allocation, offering services that include financial planning, portfolio management, and retirement plan consulting.

Kevin Welch is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include over two decades at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he serves as a treasurer for Sunshine Scout, an S corporation formed for his daughters' business. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion for a diverse client base that includes individual investors, retirement plans, corporations, and nonprofit organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios developed internally or through sub-advisers.

Colin Green is a CFA® charterholder and holds a Series 65 license with one year of industry experience. He is currently with Blueheel LLC, where he has worked since 2024. His prior experience includes roles at Belmont Group, Inc., Aprisent Financial Group, and Cloverdale Capital Management, as well as positions at the Veterans Affairs - National Institute of Health and Southern Methodist University. Blueheel LLC provides asset management and advisory services primarily to private funds, pooled investment vehicles, and corporate clients. The firm employs multiple analysis methods and routinely selects sub-advisors, serving institutional clients with both discretionary and non-discretionary mandates.

Markham Hawkins is a financial advisor at Quotient Wealth Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mercer Allied Company, CETERA Advisor Networks, Goldman Sachs Personal Financial Management, and Girard Securities. Quotient Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion for about 1,900 clients through a team of 26 advisors, offering tailored, diversified portfolios that include ETFs, equities, fixed income, mutual funds, options, and alternative investments.

Linda Young is a financial advisor with Arax Advisory Partners in Dallas, TX, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Arax in 2025, she spent seven years at Purshe Kaplan Sterling Investments and concurrently led Young Wealth Management Group, Inc. She serves on the advisory board of Methodist Dallas Medical Center. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets for individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, offering a range of services including financial planning, discretionary portfolio management, and advisory support for pooled private funds.

Gayle Terry is a financial advisor at Arax Advisory Partners in Dallas, TX, with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including RBC Capital Markets Corporation and U.S. Capital Wealth Advisors, LLC. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through a range of services including financial planning and portfolio management, utilizing both internal and third-party investment strategies.

Joshua Perry is a financial advisor with Brighton Jones LLC in Dallas, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Brighton Jones, he worked at Charles Schwab & Co., Inc. and has a background that includes multiple roles in education. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, business entities, and trusts. The firm provides comprehensive wealth services including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities, using a holistic, balance-sheet approach to client advice.

Dennis Ashby is a financial advisor at Momentum Independent Network Inc. with 41 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at IMS Financial Advisors, Inc. and IMS Securities, Inc. Ashby serves as a volunteer on the Board of Directors Finance Committee for Eagle Lake Recreation Center. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing a platform model that integrates third-party managers and affiliated municipal bond strategies.

James Shafer is a CFP® professional with 18 years of industry experience, currently affiliated with Momentum Independent Network Inc. He has been with SWS Financial Services since 2011. Shafer serves on the board of the Amarillo Area Estate Planning Council, a nonprofit organization. Momentum Independent Network (MIN) serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm uses a platform model with third-party managers and Envestnet for investment advice, account management, and offers a range of managed accounts, financial planning, and custody services.

Christopher Pate is a financial advisor with True North Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at True North Advisors since 2019 and serves as Managing Director of Western Commerce Group, LLC, a holding company of a broker/dealer, where he is involved in private equity. Prior to this, he was with Western Strategic Advisors, LLC and Western Research & Management, LLC from 2011 to 2018. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions with financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach with a focus on value-oriented strategies, combining manager due diligence and quantitative tools to set client allocations and model outcomes.

John Rutledge Sr. is a financial advisor at Hilltop Securities Inc. in Dallas, TX, with 30 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Hilltop Securities since 2016. Rutledge is involved in community activities, serving as a board member of the Highland Park High School Alumni Association and participating in the Salesmanship Club of Dallas, including volunteer roles at the Byron Nelson Championship. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm uses an open-architecture platform and offers a range of managed account programs, including municipal bond strategies co-advised by Franklin Templeton Group and sub-advised by Western Asset Management.

Katie McMahon is a financial advisor at Hilltop Securities Inc. in Dallas, TX, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hilltop Securities since 2016. Hilltop Securities serves both individual and institutional clients, offering a range of advisory and broker-dealer services including managed accounts, financial planning, and retirement-plan consulting. The firm combines custody, banking, and market-making capabilities, providing clients access to diverse investment strategies and open-architecture platforms.

James Jones is a financial advisor at Hilltop Securities Inc. in Dallas, TX, with 50 years of industry experience. He has been with Hilltop Securities since 2000 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he manages Elan Associates, LLC, which holds intellectual property related to trading software. 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 and retirement-plan fiduciary services through an open-architecture platform.

Carolyn Smith is a financial advisor with ValMark Advisers, Inc. She holds a Series 66 designation and has 21 years of industry experience. Her prior roles include positions at Lion Street Advisors and Kestra Financial Services. Outside of her advisory work, she is a senior partner at C3 Financial Partners, where she is involved in the sales and service of life, disability, and long-term care insurance. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing a range of proprietary and third-party platforms and investment products.

John Dix Jr. is a financial advisor at Arax Advisory Partners in Dallas, TX, with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at U.S. Capital Wealth Advisors and USCA Securities LLC. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds, utilizing a combination of internal portfolio management, third-party models, and tailored asset allocation.

Mark Gehlbach is a financial advisor at True North Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with True North Advisors since 2000. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions by providing 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 across four Functional Asset Classes: Equities, Fixed Income, Diversifiers, and Private Investments.

Philip Kistler is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Turtle Creek Trust in Dallas, TX. He has been with Turtle Creek Management since 2006. 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 emphasizes fundamental analysis and a multi-capitalization equity strategy, managing approximately $3.66 billion in assets across about 105 client relationships.