Keith Hilliard is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at SWS Financial Services since 2012. Outside of his advisory role, Hilliard volunteers with the Tyler Chamber of Commerce Veterans Committee and serves as Treasurer for the Sharon Shriners nonprofit organization. He is also President of the East Texas Piney Woods Chapter of the National Association of Insurance and Financial Advisors. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients, offering investment advisory programs, managed accounts, financial planning, and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet for model delivery and trading, and integrates with Hilltop affiliates for municipal bond strategies and cash management features.

Andrew Frank is a financial advisor at Level Four Advisory Services with 19 years of industry experience. He previously worked for Thrivent Financial for Lutherans and Thrivent Investment Management for 16 years. Outside of his advisory role, he is a property owner involved in managing commercial and farm land holdings. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm utilizes model portfolios and a range of wrap platforms and unaffiliated sub-advisors to deliver financial planning, asset management, and fiduciary services.

Michael Forster is a financial advisor at Hilltop Securities Inc. in Dallas, TX, with 16 years of industry experience. He holds Series 63 and 66 licenses and previously worked at Raymond James Financial, Securities America Advisors, and LPL Financial. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and specialized municipal bond strategies. The firm combines custody, banking, and market-making capabilities within an open-architecture platform.

Anna Hamilton is a CFP® professional with five years of experience in financial services, currently serving at True North Advisors, LLC in Dallas, TX. Her prior experience includes roles at UMB Bank and the University of Kansas. True North Advisors provides comprehensive financial planning, portfolio management, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions. The firm employs a fundamentally driven, bottom-up investment approach with an emphasis on value-oriented strategies and offers a range of private pooled investment vehicles under the Western Alternative Strategies L.P. umbrella.

James Ruberto is a financial advisor at Hilltop Securities Inc. based in Dallas, TX, holding Series 63 and Series 66 licenses with 26 years of industry experience. He previously worked at Robert W. Baird for 13 years before joining Hilltop Securities in 2024. Hilltop Securities Inc. provides brokerage, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm offers a range of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform with approximately $2.25 billion in assets under management.

Gary Schmidt is a financial advisor with Level Four Advisory Services in Minnetonka, MN. He holds a Series 66 designation and has 19 years of industry experience. Prior to his current role, he worked at LPL Financial from 2014 to 2021. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and a diverse client base, including individuals, retirement plans, corporations, and nonprofit organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, with an investment approach that utilizes model portfolios and a combination of internal and third-party management.

John Rivera is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked for J.P. Morgan Securities and JPMorgan Chase Bank, NA, each for 11 years, and managed The Finishing Touch Painting Co. for 20 years. Hilltop Securities Inc. serves individuals, corporations, nonprofits, and institutional clients by providing brokerage, advisory, and retirement-plan consulting services. The firm uses an open-architecture platform offering multiple managed account programs and distinctive capabilities such as municipal bond strategies co-advised by Franklin Templeton and custody services uncommon among enterprise advisers.

Scott Winstead is a financial advisor with Foundations Investment Advisors LLC based in Plano, TX, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at AE Wealth Management, LLC and Compass Retirement, Inc. He is also the founder of RetireSimply, an insurance agency that sells disability, annuities, and life insurance products. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices, employing a combination of fundamental, technical, and cyclical analysis alongside model portfolios and third-party sub-advisers.

Daniel Peters is a financial advisor at LEE Financial Company, LLC in Dallas, Texas, with 21 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Lee Financial Corporation since 2009. 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 also serves as general partner and investment manager for several affiliated private partnerships and pooled investment vehicles.

Alan Tipton Jr. is a financial advisor with Level Four Advisory Services, holding a Series 63 designation and bringing 33 years of industry experience. His career includes roles at LPL Financial and Level Four Financial, LLC. Outside of advising, he is a managing member of Tipton Restaurant, LLC, a food service business in Shreveport, LA. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, employing model portfolios and both affiliated and unaffiliated sub-advisers.

Emily Smeltz is a CFP® professional with six years of experience at Lee Financial Company, LLC, located in Dallas, TX. Prior to joining Lee Financial, she worked at The Michael's Organization and in the hospitality industry. Lee Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm operates a team-based model centered on its WholeVision™ planning framework and manages tailored portfolios that include a variety of investment types.

Kevin Adkins is a CFP® professional with 35 years of industry experience, currently serving as an advisor at Level Four Advisory Services since 2021. He has been involved with Level Four Financial, LLC since 2004. Outside of his advisory role, he maintains a non-investment entity related to personal health insurance management. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and approximately 13,865 client relationships. The firm serves a diverse client base, offering fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services through tailored strategies and a range of affiliated and unaffiliated sub-advisers.

Sean Murphy is a financial advisor with Alexander Capital Wealth Management LLC in Dallas, TX, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior roles include positions at Maxim Group LLC and Newbridge Securities. Outside of his advisory work, he is involved with Team Enterprises, representing liquor brands at Dallas Mavericks and Dallas Stars games and managing VIP customer relations. Alexander Capital Wealth Management LLC provides portfolio management services primarily to individual and high-net-worth clients through discretionary and non-discretionary accounts, utilizing a combination of cyclical, technical, and fundamental analysis alongside long- and short-term trading strategies. The firm manages approximately $212.1 million in discretionary assets and operates with affiliations that include an in-house broker-dealer and private equity ventures.

Robert Morales is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience. He has worked at Hilltop Securities Inc. since 2020 and was previously with Transamerica for six years. Morales served as president of DRAG Ventures, a Velofix Dallas franchise, which is currently closing operations. 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 municipal bond strategies, combining custody, banking, and market-making capabilities.

Caleb Brian is a Certified Financial Planner® with eight years of industry experience. He has worked at True North Advisors, LLC since 2019 and previously spent six years at Tolleson Private Wealth Management. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions with 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, complemented by passive indexed ETFs, separately managed accounts, and alternative or private investments.

Scott Coya is a financial advisor with Hilltop Securities Inc., holding a Series 66 designation and 22 years of industry experience. His prior firms include Barclays Capital Inc., The Prudential Insurance Company of America, and D.A. Davidson & Co. Hilltop Securities serves individual, high-net-worth, and institutional clients with investment advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions, combining custody, banking, and market-making capabilities on an open-architecture platform.

Chrystal Badillo is a financial advisor at Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 66 licenses with 36 years of industry experience. Her prior work includes roles at Westwood Management Corp. and Foreside Fund Services, LLC. She serves as a board member for Reading Partners North Texas, a nonprofit organization focused on improving children's reading skills. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers through a mix of model portfolios and wrap platforms.

Michele Bergeron is a CFP®-certified financial advisor with 20 years of industry experience, currently with LEE Financial Company, LLC since 2020. She previously worked at Lake Point Wealth Management and JP Morgan Securities. Outside of finance, she teaches spin cycling classes at LA Fitness. 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 within its WholeVision™ planning framework and manages both discretionary and non-discretionary portfolios tailored to clients’ needs, while also serving as a general partner and investment manager for several private partnerships.

Aaron Lang is a CFA® charterholder and Series 65 licensed financial advisor with six years of industry experience. He has worked at True North Advisors, LLC since 2024 and previously held positions at Clear Rock Advisors, LLC, BOK, and Waddell and Reed. 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 and portfolio management with a value-oriented, bottom-up investment approach.

Mark Jameson is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior work includes roles at Robinhood Markets, Inc. and Robinhood Securities, LLC. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions on an open-architecture platform that incorporates third-party and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities alongside its brokerage and advisory functions.