Matthew Craig is a financial advisor at Level Four Advisory Services with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2012 to 2021. Craig is based in Dallas, Texas. Level Four Advisory Services is an enterprise investment adviser managing approximately $5.32 billion through 115 advisors. The firm serves a diverse client base, offering fee-only financial planning, asset management, and retirement plan advisory services, with an emphasis on tailored client solutions supported by internal and external investment resources.

Jeffrey Keene is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Hilltop Securities Inc. and Edward Jones. Outside of finance, he is also a contract musician and has performed drums and percussion for various churches, musicals, and nonprofit organizations since 2002. 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 integration with Hilltop affiliates.

James Ryan is a CFP® certified financial advisor with 33 years of industry experience, currently serving at Prospera Financial Services, Inc. since 2020. Prior to that, he worked at Wells Fargo Advisors for eight years. Prospera Financial Services is a multi-team enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion for a diverse client base that includes individuals, corporations, charitable entities, and retirement plans. The firm offers a range of investment advisory and financial planning services through various platforms and employs a combination of firm models, third-party sub-advisers, and customizable allocations.

Shei Unger is a CFP®-certified financial advisor with 19 years of industry experience, currently with Simon Quick Advisors, LLC. Prior to joining Simon Quick Advisors in 2025, Unger worked at Northern Trust Securities and Northern Trust Bank from 2020 to 2025, and at BNY Mellon from 2013 to 2020. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by offering wealth management, investment consulting, financial planning, tax planning and compliance, and various administrative services. The firm employs a combination of proprietary quantitative analysis and in-person due diligence to allocate client assets among independent managers, mutual funds, ETFs, and private investment funds.

Matthew Frost is a CFP®-certified financial advisor with five years of industry experience, currently with Quotient Wealth Partners, LLC in Dallas, TX. He previously worked at Astoria Strategic Wealth and has a background that includes roles at Texas Tech University and LexisNexis. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management. The firm utilizes diversified portfolios with low-cost ETFs, stocks, bonds, mutual funds, options, and alternative investments, applying tax-aware strategies and ongoing monitoring to client accounts.

Melina Trevino is a financial advisor at Level Four Advisory Services with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research Advisors, Granite Financial Group, and Fidelity Investments. Trevino is also an insurance license holder, though she is not currently active in that capacity. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across more than 13,000 client relationships. The firm serves a diverse client base with fee-only financial planning, discretionary and non-discretionary asset management, and retirement plan advisory services, utilizing model portfolios and both affiliated and third-party sub-advisers.

Richard Knocke is a financial advisor at Turtle Creek Trust in Dallas, TX, holding a Series 66 designation with 18 years of industry experience. He has worked at Enceladus Investment Management, LLC since 2007. 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 employs a fundamental analysis-based, multi-capitalization equity strategy supplemented by fixed income and balanced approaches, managing approximately $3.66 billion in assets across about 105 client relationships.

John Coyle is a financial advisor at Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. His prior roles include positions at Hilltop Securities Inc. and Oppenheimer. Momentum Independent Network serves a diverse client base including individuals, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage services. The firm uses a platform model that incorporates third-party managers and Envestnet for investment advice, account management, and offers various managed account options along with integration with Hilltop affiliates for municipal bond strategies and cash management features.

Clayton Taylor is a financial advisor at Hilltop Securities Inc. with one year of industry experience. He holds the Series 66 designation and has previous work experience at Texas A&M University, Plainscapital Bank, and Camp Longhorn. Hilltop Securities serves individual, high-net-worth, and institutional clients by providing investment advisory and broker-dealer services, including managed accounts, financial planning, and retirement-plan consulting. The firm offers an open-architecture platform with discretionary and non-discretionary management options and combines custody, banking, and market-making capabilities.

Danny Boyce is a CFP® and CFA® with 26 years of industry experience, currently serving at Lee Financial Company, LLC since 1999. He is president, treasurer, and chairman of the board for the Flubert Foundation, a private charitable organization, and holds volunteer roles including treasurer and board member of the Allen Park Foundation. Boyce also serves as a trustee of the Phillip Dorr Endowment Fund at Baylor University. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, as well as trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm employs a team-based model with an Investment Committee and offers services including retirement plan consulting and foundation management.

Michael Gomez is a financial advisor with Prospera Financial Services, Inc. in Lubbock, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Prospera Financial Services since 2005. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors, offering investment advisory and financial planning services across multiple platforms with customizable portfolio construction and ongoing oversight.

Matthew Davis is a CFP® professional with 10 years of industry experience. He has worked at Quotient Wealth Partners, LLC since 2023 and previously spent seven years with Goldman Sachs Personal Financial Management. Quotient Wealth Partners is a multi-advisor firm serving individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion through a team of 26 advisors, employing tailored, broadly diversified portfolios and a combination of fundamental and cyclical analysis alongside tax-aware strategies.

William Geist is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX. He holds a Series 65 designation and has recently begun his career in financial advising, joining the firm in 2024. Prior to this, he worked in various roles across multiple industries, including at RefiJet and the Denver Broncos. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans, managing approximately $3.54 billion for around 1,900 clients. The firm offers tailored, broadly diversified portfolios using a range of investment vehicles and employs both fundamental and cyclical analysis alongside tax-aware strategies.

Jacob Edwards is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Hilltop Securities since 2016. 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 managed account programs and retirement-plan fiduciary services, utilizing an open-architecture platform with both adviser-managed and model-based investment solutions.

John Patterson is a financial advisor with Momentum Independent Network Inc. in Dallas, TX. He holds a Series 66 designation and has 22 years of industry experience. Prior to joining Momentum Independent Network Inc., he worked at Sws Financial Services for 18 years. Outside of his advisory role, he is involved in property and casualty insurance and health insurance as an owner and agent. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients by offering investment advisory, portfolio management, financial planning, and brokerage services. The firm provides both discretionary and non-discretionary investment solutions through multiple managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities.

Lowell Johnson is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at SWS Financial Services since 2009. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, and institutional clients. The firm offers a range of investment advisory programs, managed accounts, financial planning, and brokerage services, utilizing a platform model with third-party managers and integrated solutions through Hilltop affiliates.

Brittany Griggs is a Series 65-licensed financial advisor at Krilogy in Dallas, TX, with two years of industry experience. Prior to joining Krilogy, she worked at Greenhill School and Spindlemedia. Krilogy serves a diverse clientele including high-net-worth individuals, corporate and institutional clients, and charitable organizations, offering services such as portfolio management, financial planning, and family office support. The firm employs a long-term investment approach guided by an internal Investment Committee and utilizes both active and passive strategies tailored to client needs.

Louis Bruno is a financial advisor at Level Four Advisory Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Level Four Advisory Services since 2021, with prior roles at Level Four Financial, LLC, and Grosse Pointe Investor Services. Outside of advisory work, he serves as president of Grosse Pointe Investor Services, a non-investment related company. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm provides fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of direct management, affiliated sub-advisers, and third-party managers.

Jeffrey Schulz is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding a Series 65 designation and seven years of industry experience. His prior roles include positions at Burlington Alliance Capital Management and Direct Solar of America. Outside of advisory work, he is a managing member of Premier FutureGuard, where he assists customers with life insurance and annuities, and he conducts seminars for Integrated Trust Systems to introduce their services. 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 consulting through a network of advisers, utilizing a range of investment strategies and third-party platforms.

Susanna Hartwig is a financial advisor with Principal Advised Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Principal Securities Inc and Principal Life Insurance Company since 2008 and joined Principal Advised Services in 2022. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models in both non-discretionary recommendations and a discretionary investment management program. The firm is part of the Principal Financial Group family, leveraging operational integration with affiliated entities to offer access to proprietary products and coordinated support.