Paul Morris is a financial advisor at Level Four Advisory Services with over 51 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at Raymond James Financial Services and ownership of several business entities, including an insurance agency where he serves as president. Level Four Advisory Services is an SEC-registered enterprise adviser managing $5.32 billion through 115 advisors. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of internal and third-party management solutions.

Zachary Rumpke is a financial advisor with Quotient Wealth Partners, LLC in Dallas, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Fidelity Investments, Cision, and the Cincinnati Bengals. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans with financial planning, consulting, and investment management, using diversified portfolios that incorporate low-cost ETFs, individual securities, and tax-aware strategies. The firm supports both mass affluent and high-net-worth clients and employs a range of operational tools and third-party platforms to manage and rebalance accounts.

Daniel Mauck is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Lee Financial Company, LLC since 2022. Prior to this, he worked at Clintsman Financial Planning for 17 years. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, utilizing a team-based model and an Investment Committee to oversee asset allocation and manager selection. The firm offers a range of services including retirement plan consulting, foundation management, and acts as an active private fund sponsor.

Juliana Howe is a financial advisor at Krilogy with a Series 65 credential and one year of industry experience. Prior to joining Krilogy, she worked at FS Advisors for two years. Outside of finance, she has experience managing Florida Beach Horses and has been involved in babysitting for over ten years. Krilogy serves a diverse client base, including high-net-worth individuals, institutional clients, and family offices. The firm employs a long-term investment philosophy with an internal committee managing model portfolios and offers active and passive strategies, customized bond ladders, and alternative investments.

La Tunya Hanley is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, TIAA-CREF, J.P. Morgan Securities, and Avantax Investment Services. She has also worked outside the financial industry, including a role at Uber Eats. Thrivent Advisor Network serves individuals, families, businesses, and retirement plans through a network of advisors managing approximately $6.8 billion in client assets. The firm offers portfolio management and financial planning services, typically emphasizing low-cost diversified mutual funds and ETFs, while also utilizing individual equities, bonds, and alternative investments when appropriate.

Dana Davidson is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding the PFS™ credential and Series 63 and 65 licenses. He has 34 years of industry experience, including prior roles at Cetera Advisor Networks LLC and his own CPA firm, Dana B. Davidson CPA Company P.C. He serves as a trustee for Judson University and is involved in various business activities including tax accounting, financial services, professional gaming analysis, and movie production. Momentum Independent Network Inc. provides investment advisory, portfolio management, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm uses a variety of discretionary and non-discretionary investment strategies and integrates broker-dealer operations with banking and municipal advisory services through its Hilltop group affiliations.

Jerome Deren is a financial advisor at Summit Trail Advisors, LLC with 10 years of industry experience. He holds the Series 66 and Series 65 designations and previously worked at Tiedemann Wealth Management for eight years. He is based in Dallas, TX. Summit Trail Advisors serves a diverse client base including individuals, business entities, trusts, estates, charitable organizations, pension and profit‑sharing plans, and institutional clients. The firm employs an open-architecture investment process focused on asset allocation, investment selection, and portfolio construction across multiple asset classes and outcome categories.

Canyon Ceman is a financial advisor at Momentum Independent Network Inc. with three years of industry experience. He holds a Series 66 designation and previously worked for World Wrestling Entertainment from 2012 to 2021. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift 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, utilizing third-party managers and integrated solutions with Hilltop affiliates.

Brittany Strickland is a financial advisor at Level Four Advisory Services with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Level Four firms since 2016. Outside of her advisory role, she serves on the Finance Committee for Riddles Bend Baptist Church. Level Four Advisory Services manages approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset and portfolio management, retirement plan consulting, and fiduciary services, utilizing model portfolios and multiple custodial platforms.

Dawn Benko is a financial advisor at Level Four Advisory Services with 25 years of industry experience. She holds the ChFC® and Series 66 designations and previously worked at Thrivent Financial and Thrivent Investment Management. Outside of her advisory role, she volunteers as a board member for Veterans on the Lake, a nonprofit serving disabled veterans. Level Four Advisory Services is an SEC-registered enterprise adviser managing over $5 billion across 115 advisors and a diverse client base. The firm provides fee-only financial planning and asset management, utilizing model portfolios developed by an internal committee or sub-advisers, with a range of affiliated financial services supporting custody and trust needs.

Patrick Lovelady is a financial advisor at Hilltop Securities Inc. with 18 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining Hilltop Securities. Lovelady serves on the boards of the Amarillo College Foundation and the Eldon Durrett Scholarship, both nonprofit organizations. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions. The firm combines custody, banking, and market-making capabilities with an open-architecture platform featuring third-party and firm-sponsored investment strategies.

Rebecca Clauer is a financial advisor at Level Four Advisory Services with 15 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Her prior experience includes roles at Fidelity Investments, AXA Advisors, and TIAA. Outside of financial advising, she owns an online retail and wholesale cabinet business. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement plan consulting, and introduces clients to third-party managers, using model portfolios and multiple custodial platforms.

Troy Smith is a financial advisor at Momentum Independent Network Inc. with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Momentum Independent Network since 2013. Outside of his advisory role, he serves as a board member of the Salado Community Foundation. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm offers a range of investment advisory programs, managed accounts, financial planning, and retirement plan consulting, utilizing third-party managers and technology platforms for model delivery and account management.

Joseph Calhoun is a CFP® with 10 years of industry experience, currently affiliated with Quotient Wealth Partners, LLC. His prior roles include positions at Goldman Sachs Personal Financial Management, LPL Financial LLC, and Victory Capital Advisers. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and both discretionary and non-discretionary investment management. The firm employs diversified portfolios using low-cost ETFs, individual securities, mutual funds, options, and alternative investments, along with tax-aware strategies and advanced technology for portfolio oversight.

Tyler Ashley is a Series 65 licensed advisor with Integrity Advisory Solutions in Dallas, TX, and has two years of industry experience. Prior to joining Integrity Advisory Solutions, he worked at Infinite Wealth Advisors LLC, Namcoa, and Florida Financial Advisors. Outside of financial services, he has experience in landscaping through Better Way Landscaping. Integrity Advisory Solutions operates as a multi-team firm serving individuals, trusts, estates, corporations, and other business clients. The firm manages approximately $1.1 billion in client assets and offers portfolio management, financial planning, retirement plan consulting, and other advisory services through a network of about 100 independent advisors.

Aakash Panchal is a financial advisor with SignatureFD, LLC in Dallas, TX. He holds a Series 65 designation and has over nine years of experience, including roles at SignatureFD since 2022 and E*Trade from 2020 to 2022. Prior to his advisory career, he spent five years at the University of Georgia. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and several private investment funds.

Grant Finney is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 credentials with five years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Randstad, as well as involvement with Pat and Emmitt Smith Charities. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs and utilizes an open-architecture platform with various investment strategies and operational features that include municipal bond strategies co-advised with Franklin Templeton Group.

Emily Eisenhauer Freling is a financial advisor with B. Riley Wealth Advisors, Inc. in Dallas, TX, holding a Series 66 credential and 11 years of industry experience. Her prior roles include positions at Bank of America, Merrill Lynch, and National Asset Management. She serves on the Junior League of Dallas Sustainers Board and participates in several nonprofit organizations focused on women and children. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

William Woodard is a financial advisor at Level Four Advisory Services with over 31 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Level Four in 2024, Woodard worked for Kovack Securities, Inc. for 10 years and operated Woodard Insurance LLP for 38 years. He serves on the board of managers for the Tarrant County Hospital District and is involved in healthcare services for residents and insured patients in Fort Worth, TX. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serving a diverse client base including individual investors, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and both affiliated and unaffiliated sub-advisers.

Richard Galen Jr. is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Hilltop Securities since 2015. 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 investment solutions through an open-architecture platform, including adviser-managed and model-based programs, and maintains distinctive operational features such as custody capabilities and municipal bond strategies co-advised by Franklin Templeton Group.