Marcus Egiebor is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Trust Access Firm, LLC, Insurance Access, Pfs Investments Inc, Primerica Financial Services, and AllState Insurance Company. He is also involved in managing insurance sales and estate planning through his work with Insurance Access and Trust Access Firm, LLC. 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 plan consulting through a network of advisors, utilizing third-party platforms and sub-advisers to construct individualized or model portfolios.

Stephen Jones is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Hilltop Securities in various capacities since 2000. Hilltop Securities serves individual, high-net-worth, and institutional clients through both investment advisory and broker-dealer services. The firm offers a range of solutions including managed accounts, financial planning, retirement-plan advisory, and brokers execution and custody functions, utilizing an open-architecture platform with both third-party and firm-sponsored strategies.

David Mcbee Jr. is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Wells Fargo for over two decades and more recently at Raymond James Financial Services Advisors and Purshe Kaplan Sterling Investments. Mcbee is also the owner of MPM Interests, LLC, a support company for partnership distribution and tax reporting purposes. Concurrent Investment Advisors, LLC is an SEC-registered enterprise firm providing wealth management, investment management, financial planning, and retirement plan advisory services. The firm serves individuals, high-net-worth clients, families, trusts, businesses, and retirement plans, managing approximately $15.7 billion in assets across a multi-office platform. Their investment approach is primarily long-term and portfolio-driven, utilizing ETFs, mutual funds, and selected securities tailored to client goals and risk tolerance.

Melissa Cox is a CFP® with 21 years of industry experience, currently serving at Van Clemens Wealth Management, LLC in Dallas, TX. She has worked with Doucet Asset Management and Institutional Securities Corp, among others, throughout her career. She also owns Future Focus Wealth, where she is involved in authoring and public speaking. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients, including ERISA retirement plans, offering portfolio management, financial planning, and estate-planning support. The firm employs a combined investment approach that includes modern portfolio theory along with fundamental and technical analysis, providing customized strategies using both in-house and third-party managers.

Chase Moody is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX, holding a Series 65 designation. He joined the firm in 2025 after completing his education at Oklahoma State University and previously worked at Cascia Hall Preparatory School. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and pension plans, managing approximately $3.54 billion for about 1,900 clients through a team of 26 advisors. The firm employs tailored, diversified portfolios using various investment vehicles and combines fundamental and cyclical analysis with tax-aware strategies.

April Harper is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. She has been with Prospera since 2008. 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 a range of investment advisory and financial planning services across multiple platforms.

Thadius Beavers is a financial advisor at M Holdings Securities, Inc. with 19 years of industry experience. His prior roles include positions at LEVEL FOUR ADVISORY SERVICES, Prospera Financial Services, E*TRADE Securities, Capital One Investing, and TIAA. He holds Series 63 and Series 66 licenses and is based in Dallas, TX. M Holdings Securities, Inc. serves a range of clients including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms. The firm offers advisory and brokerage services such as discretionary investment management, retirement plan consulting, and financial planning, supported by both in-house portfolio managers and third-party sub-advisors.

Kenneth Price is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 designations with 29 years of industry experience. He has been with Prospera since 2009. Outside of his advisory role, he is a co-owner of PricePerkins LLC, an insurance agency, and volunteers for Staples Mill Road Baptist Church in Glen Allen, VA. Prospera Financial Services, Inc. is a multi-team firm serving individuals, including high-net-worth clients, corporate and charitable entities, and retirement plans. The firm offers a range of investment advisory and financial planning services through multiple platforms, combining firm models, third-party sub-advisers, and customizable allocations.

Donald Genord III is a financial advisor with Level Four Advisory Services, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His prior roles include positions at Raymond James Financial Services and Concurrent Advisors. In addition to his advisory work, he is also an insurance agent with FIg Marketing. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, and fiduciary services, implementing client mandates through model portfolios and various wrap platforms or unaffiliated sub-advisors.

Hilary Pluemer is a CFP® with 37 years of industry experience and has been with Prospera Financial Services, Inc. since 2015. She is based in Dallas, TX, and also owns a business consulting firm that provides services to a retail clothing store. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through about 207 advisors across roughly 140 offices. The firm offers a variety of investment advisory and financial planning services through multiple platforms and combines firm models, third-party sub-advisers, and customizable allocations for portfolio construction and management.

Mary Sargent is a financial advisor at Level Four Advisory Services with 16 years of industry experience. She holds a Series 66 designation and has worked at Level Four Advisory Services since 2015, previously spending six years at LPL Financial. Outside of her advisory role, she serves as a fitness instructor at the Wilson Family YMCA and is a board member of the Wilson Downtown Development Corporation. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of internal and third-party management solutions.

Colin Bindner is a Certified Financial Planner® (CFP®) with 12 years of industry experience. He has worked at True North Advisors, LLC since 2019 and spent six years with United Capital Financial Advisers, LLC prior to that. 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 wealth advisory services with an investment approach focused on fundamental, bottom-up analysis and broad diversification across equities, fixed income, diversifiers, and private investments.

Brian Weatherly is a CFP® with 13 years of industry experience. He is currently with Quotient Wealth Partners, LLC and has held roles at firms including Goldman Sachs Personal Financial Management and Mercer Allied Company. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management. The firm emphasizes diversified portfolios using low-cost ETFs, individual securities, and alternative investments, with tax-aware strategies and ongoing portfolio monitoring.

Laura Young is a financial advisor at Hilltop Securities Inc. with two years of industry experience. She holds the Series 66 designation and has been with Hilltop Securities since 2019. Prior to her current role, she held positions at Costco, Allen Public Library, Party City, and ToysRUs. Hilltop Securities serves individual, high-net-worth, and institutional clients, offering a range of advisory and brokerage services including managed accounts, financial planning, and retirement-plan consulting. The firm combines custody, banking, and market-making capabilities and utilizes an open-architecture platform featuring both third-party and firm-sponsored investment strategies.

Denise Clifton is a financial advisor at Arax Advisory Partners with 20 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at U.S. Capital Wealth Advisors, LLC. Outside of her advisory role, Clifton has served as past president and board member of the Grand Prairie ISD Education Foundation and is a board member of the Grand Prairie Chamber of Commerce. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving 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, and is known for its use of performance-based fee arrangements and carried-interest structures in certain accounts.

Jack Barker is a CFP® with seven years of industry experience, currently with The Mather Group, LLC in Dallas, TX. His prior roles include positions at EQ Wealth Advisors, FSC, BFS Advisory Group, Fidelity Brokerage Services LLC, Northwestern Mutual, and North Star Resource Group. Barker also worked at the University of Texas at Austin from 2015 to 2018. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with risk-based allocation models and tax-synchronized portfolio construction, offering customization options including direct indexing and ESG factor portfolios.

Billy Jenkins is a financial advisor with Momentum Independent Network Inc. in Dallas, TX. He holds the Series 66 designation and has 26 years of industry experience, including 17 years at SWS Financial Services. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients with advisory, portfolio management, financial planning, and brokerage services. The firm integrates broker-dealer operations with banking and municipal advisory capabilities, offering a range of discretionary and non-discretionary investment solutions across various managed account programs.

William Kellogg Jr. is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Hilltop Securities Inc. in Dallas, TX since 2019. His prior experience includes roles at IHT Wealth Management, LPL Financial, Bank of America, and Merrill. Hilltop Securities Inc. provides brokerage, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs and fiduciary services, supported by an open-architecture platform and unique custody capabilities.

Britt Woods is a financial advisor at Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior roles include positions at PNC Wealth Management, Lone Star National Bank, LPL Financial, Cetera Investment Services, and Fifth Third Securities. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers comprehensive financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, multiple custodians, and unaffiliated sub-advisors, with a notable corporate structure that includes affiliated broker-dealer and trust/banking entities.

Matthew Jarvis is a CFP® and ChFC® with 22 years of industry experience. He is currently with Integrity Advisory Solutions and has prior experience at Crown Capital Securities and his own firm, Jarvis Financial Services, Inc. Outside of his advisory roles, he is involved in consulting and content creation through Deliver Massive Value LLC, and provides advisor training and coaching via Retirement Tax Services and The Perfect RIA. 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, consulting, and retirement plan services through a network of investment adviser representatives using both discretionary and non-discretionary strategies.