Brooks Morrow is a financial advisor at Highpoint Planning Partners with eight years of industry experience and holds a Series 66 designation. His prior roles include positions at LPL Financial LLC and Advisor Resource Council. Outside of advisory work, he owns two small businesses, Tomorrowsassets and Alora Distribution, both based in Lantana, Texas. HighPoint Advisor Group serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, and retirement plan advisory services, using fundamental analysis and various investment platforms to tailor portfolios across asset classes.

Adam Farris is a CFP® professional with eight years of industry experience, currently serving as an advisor at True North Advisors, LLC since 2019. His prior experience includes roles at Bank of America, Merrill Lynch, and PricewaterhouseCoopers. Based in Dallas, TX, he holds the Series 66 designation in addition to his CFP® credential. 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 and manages a series of private pooled investment vehicles under the Western Alternative Strategies L.P. umbrella.

Paul O'Toole is a financial advisor at Hilltop Securities Inc. with 19 years of industry experience. He previously worked at LPL Financial for nine years before joining Hilltop Securities in 2025. He holds Series 63 and Series 66 licenses. 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 advisory, and annuity-based solutions, operating on an open-architecture platform with both third-party and firm-sponsored strategies.

Peter Kane is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include work at Lion Street Financial and Peak Value Advisors, where he provided fractional CFO and business consulting services. Outside of advisory work, he serves as financial officer and minority owner of SmartLab Partners, LLC, a clinical laboratory serving skilled nursing facilities. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and corporate retirement plan consulting through a disciplined investment process that combines fundamental and technical analysis with a relative-strength methodology.

David Brown is a financial advisor at Advisor Resource Council with over 34 years of industry experience. He holds the CFP® and ChFC® designations and has worked with LPL Financial for 25 years, followed by five years at WCG Wealth Advisors. Brown is based in Dallas, TX. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies, providing customized investment solutions through a network of investment adviser representatives.

Cooper Kaufman is a financial advisor at Integrity Advisory Solutions with six years of industry experience. He holds a Series 65 designation and has previously worked at WR Wealth Planners LLC, Concorde Asset Management, LLC, and Senior Benefit Services. Outside of advising, he is involved in farming activities through Kaufman Family Farms, Inc. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors and manages approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, using a range of asset-allocation frameworks and third-party platforms.

Michael Lowsley is a financial advisor with Advisor Resource Council based in Dallas, TX. He holds Series 65 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at LPL Financial LLC, Amundi Distributor US, Inc., Resolute Investment Distributors, Inc., Allianz Global Investors, and Delaware Capital Management Advisers, Inc. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and retirement consulting. The firm combines artificial intelligence with fundamental analysis to deliver model and separately managed account strategies, alongside custom option-based solutions.

Katie Keppler is a CFP® professional with 12 years of industry experience. She is currently with Titleist Asset Management, LLC and has held previous roles at Merrill Lynch, Harwood Wealth Management, and Wealth Management Advisors, LLC. Titleist Asset Management, LLC provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm uses a rules-based Total Return framework and offers customized portfolio strategies overseen by an investment committee.

John Prewitt is a financial advisor at The AmeriFlex Group with 13 years of industry experience and holds the Series 66 designation. His work history includes roles at Cambridge Investment Research, The AmeriFlex Group, OSAIC, and SCF Investment Advisors. Outside of advisory services, he owns and operates several businesses including Cohesion Companies, LLC, and Prewitt CPA, PLLC, which provides tax services. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting, delivering customized strategies through model asset allocations and manager relationships.

Christopher Maxtone Graham is a financial advisor at Mariner Independent with 30 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Morgan Stanley and Morgan Stanley Private Bank, N.A., and he is the founder of Vail Capital Management, LLC. He also serves as an active executor and co-executor for estates in Dallas, Texas. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services through a platform that integrates institutional resources and affiliated investment options.

Laura Kimball is a CFP® with seven years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. Her prior experience includes roles at Facet Wealth, Aspire Planning Associates, Kimball Financial Services, United Capital, and Capital One. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family office clients through multiple operating brands. The firm offers a whole-balance-sheet approach and combines discretionary investment authority with access to both public and private investments, supported by an affiliated ecosystem of legal, trust, and private fund management services.

Keri Vigil is a financial advisor with Momentum Independent Network Inc. in Amarillo, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with SWS Financial Services since 2010. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage services. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement consulting, and custody services, utilizing a platform model with third-party managers and integrated solutions from Hilltop affiliates.

John Crook is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 30 years of industry experience. His prior roles include positions at Raymond James & Associates, Morgan Keegan & Company, LLC, and Citigroup Global Markets. He serves as a board member of the Georgia Industrial Children's Home Foundation and is involved in several business ventures, including a land clearing business started with his son. Prospera Financial Services is a multi-team advisory firm with 271 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Meghan Gray is a financial advisor at Mutual of Omaha Investor Services, Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including New York Life Insurance Company and Hornor, Townsend & Kent LLC. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily uses a platform relationship with Envestnet and custodial services from Pershing, delivering managed solutions through approved model portfolios and third-party managers.

Steven Gundy is a financial advisor with BFC PLANNING, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining BFC PLANNING, he worked at Milkie/Ferguson Investments, Inc. from 2009 to 2012. Outside of his advisory role, he serves on the advisory boards of the Ackerman Center for Holocaust Studies and the Anti-Defamation League Texoma, and he is a partner and operator of a B&B ranch. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and employs independent investment adviser representatives who customize portfolios using various program structures, sub-advisers, and custodial arrangements.

Brick Parsons is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 66 designation and 17 years of industry experience. He has worked at Edward D Jones and LPL Financial prior to joining Advisor Resource Council in 2017. Outside of his advisory role, he is involved in a business that purchases, repairs, and resells small electronic equipment for profit. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting services. The firm combines artificial intelligence tools with fundamental analysis to offer a range of model and separately managed account strategies under its AIQ platform, while also providing custom solutions and third-party advisory programs tailored to client objectives.

Peter Vescovi is a Series 66 licensed advisor with 19 years of industry experience, currently with Regal Investment Advisors LLC in Dallas, TX. His prior experience includes roles at Fidelity Investments and Cetera. Outside of his financial advisory work, he is president of PETR Ventures, LLC, a business consulting firm, and is active as an author and speaker. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management primarily to unaffiliated registered advisers and their clients. The firm offers a mix of proprietary and third-party strategies and manages day-to-day trading within those models on behalf of its advisory network.

Michael Reeves is a financial advisor at Strategic Wealth Investment Group, LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has worked at multiple firms including Carlson Financial and Innovative Health Insurance Design. Reeves is also active as an insurance agent, providing life insurance and fixed indexed annuity quotes. Strategic Wealth Investment Group offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, utilizing a combination of internally developed and third-party model portfolios. The firm employs diverse investment analysis techniques and may delegate trading while maintaining overall client suitability responsibility.

Nathan Walsh is a Series 65-licensed financial advisor with International Assets Investment Management, LLC, based in Dallas, TX, and has three years of industry experience. Prior to joining IAIM, he worked at Fisher Investments and held a position with the United States House of Representatives. Outside of his advisory role, Walsh serves as an assistant coach for a lacrosse club in Dallas. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers customized, long-term portfolio strategies utilizing mutual funds, ETFs, equities, and fixed income, and may incorporate third-party managers and wrap programs in its client solutions.

David York is a CFP® professional with two years of industry experience, currently serving at Index Fund Advisors, Inc. He previously worked at Cain, Watters & Associates, LLC and PricewaterhouseCoopers LLP. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm emphasizes portfolio management using primarily passively managed funds guided by Modern Portfolio Theory and a multi-factor framework, and also offers integrated tax services through its separate IFA Taxes division.