Eugene Parrish is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Hilltop Securities since 2009. Hilltop Securities Inc. serves individuals, corporations, nonprofits, and institutional clients, offering brokerage, advisory, and retirement-plan consulting services. The firm manages approximately $2.25 billion in assets and provides a range of investment programs through an open-architecture platform that includes adviser-managed and model-based strategies.

Scott Wood is a financial advisor with True North Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with True North Advisors since 2000. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions with financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach with a focus on value-oriented strategies, supplemented by passive indexed ETFs, separately managed accounts, and alternative or private investments.

Zachary Kuhlman is a financial advisor at True North Advisors, LLC in Dallas, TX, holding a Series 66 designation with four years of industry experience. He previously worked at CH Investment Partners and Crow Holdings Capital-Investment Partners. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets. The firm serves high net worth individuals, corporate pension plans, trusts, and other entities, offering comprehensive financial planning, portfolio management, and advisory services with a focus on value-oriented strategies and broad diversification across multiple asset classes.

Curran Bradley is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 10 years of industry experience. His prior work includes roles at Beneficient Securities Company, Beneficient, Emerson Equity LLC, and Fidelity Investments Institutional Services Company. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering investment advisory and broker-dealer services through an open-architecture platform that includes firm-sponsored and third-party strategies. The firm combines custody, banking, and market-making functions and provides a range of advisory and brokerage solutions tailored to diverse client needs.

Christopher Conlan is a CFA® charterholder and holds a Series 66 license, with six years of industry experience. He is currently with True North Advisors, LLC, where he has worked since 2016. 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, and foundations, offering comprehensive financial planning, portfolio management, and advisory services with a focus on fundamental, value-oriented investment strategies and broad diversification.

Robert Tunnell is a CFP®-certified financial advisor with 20 years of industry experience. He is currently affiliated with Retirement Planners of America and has been associated with MMWKM Advisors, LLC since 2013. In addition to his advisory work, he operates as an independent insurance agent. Retirement Planners of America offers discretionary portfolio management and financial planning primarily through a wrap-fee investment program. The firm employs an “Invest and Protect” strategy focused on capital preservation and tactical rebalancing, utilizing model portfolios composed mainly of ETFs and mutual funds, along with a quantitative market signal to guide investment decisions.

Jacqelyn Brian is a financial advisor at Retirement Planners of America with a Series 65 designation and two years of industry experience. She previously worked at Fisher Investments for five years and has a background that includes roles at Dimaco LTD. and Ashford University. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program for individuals, high-net-worth clients, and retirement plan participants. The firm employs an "Invest and Protect" approach focused on capital preservation and tactical rebalancing, using model portfolios largely composed of ETFs and mutual funds.

John Knowles is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Ally Invest Advisors in 2021, he worked at Charles Schwab and TD Ameritrade. Outside of finance, he is the owner and design engineer of Dos Rios Audio Engineering, where he designs and markets guitar pedals and amplifiers. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, providing discretionary portfolio management through both automated and advisor-led services. The firm employs a Modern Portfolio Theory-based approach using ETF portfolios across multiple risk tiers, combining automated algorithms with supervised monitoring.

Tia Tomlin is a Certified Financial Planner® (CFP®) with 36 years of industry experience. She has been with Momentum Independent Network Inc. since 2011. Based in Dallas, TX, she holds Series 63 and Series 65 licenses. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers a range of investment advisory and brokerage services, utilizing third-party managers and Envestnet’s platform for model delivery, trading, and account management.

Maclendon Aiken is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Charles Schwab Bank, Charles Schwab & Co., and TD Ameritrade. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan consulting, and annuity-based solutions on an open-architecture platform. The firm combines custody, banking, and market-making capabilities, distinguishing itself with municipal bond strategies and specialized program services.

Terry Hastings is a financial advisor at Global View Capital Management LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Charles Schwab, Merrill, and NewBridge Securities Corporation. Outside of his advisory role, he also works as a driver for Uber. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC, and offers capabilities including discretionary management of held-away retirement assets.

Samuel Rodriguez is a CFP® with 22 years of industry experience, currently serving as an advisor at Advisor Resource Council since 2018. He has previously worked at firms including LPL Financial, J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. 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 traditional fundamental analysis and offers a range of investment strategies and custom solutions through a network of investment adviser representatives.

Charles Berry is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 registrations and with 21 years of industry experience. He has worked at Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2012, served at LPL Financial LLC since 2011, and previously at Edward Jones from 2007 to 2011. Advisor Resource Council is an SEC-registered advisory firm serving individuals, retirement plans, charitable organizations, and business entities. The firm integrates artificial intelligence with fundamental analysis to offer customized portfolio management and financial planning through a network of investment adviser representatives.

Bradley Shields is a financial advisor at Arax Advisory Partners in Dallas, TX, holding a Series 66 designation with 13 years of industry experience. His prior roles include positions at U.S. Capital Wealth Advisors and Wells Fargo Advisors. Arax Advisory Partners offers wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a mix of in-house portfolio teams, external managers, model portfolios, and both traditional and alternative investments, with a platform that integrates AI tools and third-party analytics.

Stuart Waldenmaier is a financial advisor at Level Four Advisory Services with five years of industry experience. He holds a Series 65 designation and has previously worked at AE Wealth Management and TLC Advisory Group. Outside of advisory work, he serves as a class instructor for the nonprofit American Financial Education Alliance, providing educational workshops in Texas. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, multiple custodians, and both affiliated and unaffiliated sub-advisors.

Shawn Clagg is a financial advisor at Advisor Resource Council with two years of industry experience. He holds the Series 65 designation and maintains his own accounting firm, Shawn Clagg, CPA, PC, where he serves as president. He also works with Rob Hance Management PC in a management and accounting role. Advisor Resource Council is an SEC-registered firm that serves individuals, retirement plans, charitable organizations, and businesses by providing asset management, financial planning, and consulting services. The firm employs a blend of artificial intelligence and fundamental analysis through its AIQ platform and offers custom investment solutions, including option-based strategies, to meet diverse client needs.

Ross Morrow is a financial advisor at Quotient Wealth Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Howard Financial Services, LTD and The AYCO Company, L.P./Mercer Allied. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and wealth management services tailored to various client risk profiles. The firm employs diversified, factor-tilted investment strategies and utilizes technology for held-away account management.

Bobby Boyd is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining Prospera in 2007, he worked at Wells Fargo Investments and Morgan Stanley DW Inc. He also assists his wife with her internet sales business, Little Owl Products. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Joseph Biggerstaff is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His career includes roles at Accelerate Investment Advisors, LPL Financial, Massachusetts Mutual Life Insurance Company, and other firms. Outside of his advisory work, he serves as a varsity head baseball coach at Heritage Christian Academy in Rockwall, TX. Advisor Resource Council is an SEC-registered advisory firm that serves individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with fundamental analysis to offer a range of model and separately managed account strategies, alongside custom solutions such as option-based strategies, delivering services through a network of investment adviser representatives.

Brian Thomas is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Level Four Advisory Services since 2021 and has worked at Level Four Financial, LLC since 2009. Outside of his advisory work, Thomas serves as the board president of the Blue Heron Homeowners Association. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, using both internal model portfolios and sub-advisers.