Henry Bashore is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 45 years of industry experience. He worked at Stephens Inc. for 12 years prior to joining Hilltop Securities in 2024. Hilltop Securities Inc. offers brokerage, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management and financial planning solutions through an open-architecture platform that includes adviser-managed and model-based programs.

Nicholas Damico is a CFP® professional with 19 years of experience in financial advising. He has worked at Hilltop Securities Inc. since 2019 and previously held positions at Personal Capital Advisors Corporation, DBT Wealth Consultants, and FSC Securities. Outside of his advisory work, he owns a trading card business operating through online platforms. Hilltop Securities serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and broker-dealer services. The firm utilizes an open-architecture platform featuring third-party managers and its own municipal bond strategies, and it combines custody, banking, and market-making capabilities.

Katherine Whittelsey is a financial advisor at Quotient Wealth Partners, LLC with four years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at Fidelity Investments and First National Bank of Omaha. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans with financial planning, consulting, and investment management services. The firm uses diversified portfolios with low-cost ETFs, individual securities, mutual funds, options, third-party managers, and alternative investments, employing tax-aware strategies and ongoing monitoring across client accounts.

Sandra Bell is a financial advisor at Northern Trust Securities, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Northern Trust Securities since 2018. Prior to that, she was with EF Legacy Securities, LLC and Edelman Financial Services, LLC. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation providing discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with a range of managed account solutions delivered via the Fidelity Managed Account Xchange platform.

Richard Fennema is a CFP® professional with 31 years of industry experience, currently serving at Prospera Financial Services, Inc. since 2014. He holds Series 63 and Series 65 licenses. Outside of financial advising, he is a part owner of RF Native LLC and AR & K Inc., and serves as a board member of the Villas by West Village Homeowners' Association. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer that manages approximately $12.4 billion across 207 advisors. The firm serves individuals, corporate and charitable entities, and retirement plans using a variety of advisory platforms and a combination of firm and third-party models.

Scott Mccaffrey is a financial advisor at Hilltop Securities Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at LPL Financial for 11 years. Based in Dallas, TX, he has been with Hilltop Securities since 2023. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform.

Jared Davis is a financial advisor at Quotient Wealth Partners, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Goldman Sachs Personal Financial Management for seven years. Outside of his advisory role, he is a passive limited partner in commercial real estate investments through Richmond Product Partners LLC. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans with financial planning, consulting, and investment management. The firm employs diversified portfolios using low-cost ETFs, individual securities, and alternative investments, applying tax-aware strategies and utilizing multiple custodians and technology platforms to manage held-away accounts.

Joelle Hinds is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Facet since 2023. Her prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2021, as well as OneAmerica Securities and American United Life from 2021 to 2023. Outside of advising, she serves on the Board of Trustees for Stevens Institute of Technology and is a public member of the Texas Bar Association Grievance Committee. Additionally, she is involved with JH2 Solutions, LLC as a collaborative divorce professional and financial neutral. Facet serves individual members across a broad range of wealth levels, providing tiered subscription-based financial planning and discretionary investment management through a Total Financial Life Resources framework. The firm emphasizes fixed subscription fees rather than percentage-of-AUM charges and integrates technology-driven features such as machine-learning recommendations for employer plan accounts.

Marcus Walker is a financial advisor with Fifth Third Wealth Advisors LLC in Dallas, TX. He holds the CFP® and ChFC® designations and has 20 years of industry experience. His prior roles include positions at Truist and BB&T. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and access to separately managed accounts for a diverse client base, including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis using a combination of in-house and third-party strategies.

Ricardo Lima is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and UBS Financial Services. Outside of advising, he is a passive investor in a sushi restaurant and is involved in private investment vehicles alongside his advisory work. Concurrent Investment Advisors operates at enterprise scale with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in assets. The firm provides wealth management, financial planning, and retirement services, employing a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments.

Jacob Wilsie is a Series 66 licensed financial advisor at Arax Advisory Partners with three years of industry experience. His prior roles include positions at USCA Securities LLC, Oklahoma Central Credit Union, LPL Financial LLC, Bank of America, Merrill, and Fidelity Investments. He is based in Dallas, TX. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering financial planning, portfolio management, retirement plan consulting, and advisory services using a combination of internal management, third-party models, and tailored asset allocation.

Michael Mikeska is a CFP® professional with 35 years of experience in financial advising, currently with Concurrent Investment Advisors, LLC in Dallas, TX. His prior experience includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Clearing. He serves on the boards of several nonprofit organizations, including C.C. Young and the YMCA of Metro Dallas Foundation. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm employs a customized, long-term investment approach using ETFs, mutual funds, individual securities, and alternative investments, managing approximately $9.9 billion in client assets across discretionary and non-discretionary mandates.

Cailey Bracken is a financial advisor at Hilltop Securities Inc. with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including LPL, Charles Schwab, and United Capital. Hilltop Securities serves individual and institutional clients through advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan consulting, and annuity-based solutions. The firm is notable for combining custody, banking, and market-making capabilities, and it provides an open-architecture platform featuring third-party and firm-sponsored investment strategies.

Larry Jackson is a financial advisor with Quotient Wealth Partners, LLC, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at Mercer Allied Company, Cetera Advisor Networks, Goldman Sachs Personal Financial Management, and Girard Securities. 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 for around 1,900 clients, offering tailored, diversified portfolios that incorporate ETFs, equities, fixed income, mutual funds, options, alternative investments, and third-party managers, supported by fundamental and cyclical analysis and tax-aware strategies.

John Dunn is a financial advisor at Momentum Independent Network Inc. with 40 years of industry experience. He holds Series 63 and Series 65 credentials and 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. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing a platform model supported by third-party managers and integrated with Hilltop affiliates.

Sarah Beattie is a financial advisor with Lee Financial Company, LLC in Dallas, TX, holding 19 years of industry experience. She has been with Lee Financial Company since 2007. 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 uses a team-based model with an Investment Committee overseeing asset allocation and manager selection, and employs a WholeVision™ planning framework to integrate various aspects of client financial and personal goals.

Matthew Bennett is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at Goldman Sachs Personal Financial Management for 11 years before joining Quotient Wealth Partners, LLC in 2023. Quotient Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and pension plans. The firm manages approximately $3.54 billion across about 1,900 clients through a team of 26 advisors, employing diversified portfolios that include ETFs, equities, fixed income, mutual funds, options, and alternative investments, supported by tax-aware strategies and operational tools.

Edmon Tomes is a financial advisor at Level Four Capital Management with 26 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial. Outside of his advisory role, Tomes is an equity partner and CEO of a CPA firm and owns a retail franchise business. Level Four Capital Management provides discretionary asset management and sub‑advisory services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, and institutional investors. The firm employs a model-driven investment approach combining proprietary portfolios and external strategies, supported by an investment committee overseeing trade execution.

Jill Zacha is a financial advisor at Level Four Capital Management with 21 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including LPL Financial and Capital One Advisors. Zacha has served as a FINRA arbitrator since 2004. Level Four Capital Management provides discretionary asset management and sub-advisory services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, and institutional entities. The firm employs a model-driven investment approach overseen by an investment committee, offering a range of equity, fixed income, alternative private credit, private equity, and crypto ETF portfolios.

Andrew Greenawalt is a financial advisor at Sowell Management with nine years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Barrow Hanley Global Investors, MML Investors Services LLC, and Mass Mutual Life Insurance Company. Greenawalt is based in Dallas, TX. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent-contractor model and offers investment management, financial planning, retirement-plan advisory, and related consulting services.