John Allen Jr. is a financial advisor with Hilltop Securities Inc. in Plano, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at PNC Investments, BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., Compass Bank, and TD Ameritrade. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm offers a range of managed account programs through an open-architecture platform and features custody capabilities and co-advisory municipal bond strategies that distinguish its operational approach.

Pankaj Udeshi is a financial advisor at Advisor Resource Council with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Guardian Life Insurance Company of America, and Park Avenue Securities. Outside of his primary role, he maintains a non-variable insurance business. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and consulting services. The firm utilizes AI-driven model portfolios alongside traditional fundamental analysis, providing customized investment strategies tailored to various account sizes and client needs.

Saul Lico is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of finance, he has worked as a model and actor, occasionally serving as an extra in films. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to a diverse client base, managing approximately $2.25 billion in assets. The firm offers an open-architecture investment platform with a range of managed account programs and distinctive operational features, including custody services and co-advised municipal bond strategies.

Steven Cain is a financial advisor at Cain, Watters & Associates, LLC with 26 years of industry experience. He holds a Series 65 credential and has been with the firm since 2008. Cain has minority ownership interests in Tectonic Financial, Inc., a publicly traded entity with several financial industry affiliates, as well as ownership stakes in three related service entities focused on client business referrals, all based within the firm’s Plano headquarters. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management primarily to dental healthcare professionals, individual investors, and pension plan sponsors. The firm combines multiple investment programs with accounting and tax services, operating a distinctive model through its affiliation with a banking institution and related financial entities.

Kathleen Gerhardt is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Prospera since 2008. Gerhardt has also been self-employed since 1994. 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 other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Scott Barth is a financial advisor with Secure Asset Management, L.L.C., holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. for 12 years. Outside of his advisory role, Barth serves on the board of directors for Staton Oaks HOA and owns a holding company for St. Croix Cellars, a winery, which requires approximately five hours of weekly involvement. Secure Asset Management, L.L.C. serves individual clients ranging from non‑high-net-worth to high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analyses, often utilizing third-party money managers and trading signals, and manages held-away employer accounts through a third-party platform.

Francisco Sanchez is a financial advisor at Krilogy with eight years of industry experience. He holds a Series 65 credential and previously worked at Phlox Capital Management, LLC for seven years and at The University of Texas at Dallas for three years. Krilogy Financial serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning and consulting, corporate retirement plan consulting, family office services, and sub-advisory and separately managed account model delivery, using a long-term investment approach combined with tactical overlays and advisor-led risk profiling.

Thomas Allred is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Hilltop Securities Inc. since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients with investment advisory, portfolio management, financial planning, brokerage, execution, clearing, and custody services. The firm offers both discretionary and non-discretionary portfolio solutions, utilizing a range of asset-allocation and analytical strategies, and distinguishes itself by integrating broker-dealer operations with banking and municipal advisory services within the Hilltop group.

Brandi Holmes is a Certified Financial Planner® with 24 years of industry experience. She is currently an advisor at Advisory Services Network and has previously worked at Calton & Associates, Inc., among other firms. Holmes is also a licensed insurance agent involved in the sale and service of insurance products. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers customized portfolio management, financial planning, and retirement-plan consulting, utilizing a variety of investment strategies and implementation options tailored to client objectives.

Corey Long is a CFP® with 15 years of experience in financial advising. He is currently with True North Advisors, LLC and has previously worked at Clear Rock Advisors, Polaris Wealth Advisory Group, and Raub Brock Capital Management. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions through comprehensive financial planning, portfolio management, and consulting. The firm employs a fundamentally driven, bottom-up investment approach with a focus on value-oriented strategies, supplemented by passive indexed ETFs, SMAs, and alternative or private investments.

Tyler Kumar is a CFP® and holds a Series 66 license, currently working at Quotient Wealth Partners, LLC with six years of industry experience. His prior roles include positions at BIP Alliance, LLC, The Money Advisor Group, LLC, and The Vanguard Group, Inc. Outside of financial advising, he has experience working with Liquor Til' 9. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans across both non-high-net-worth and high-net-worth client segments. The firm provides financial planning, consulting, and discretionary and non-discretionary wealth and investment management, utilizing tailored investment programs that incorporate ETFs, mutual funds, individual securities, third-party managers, and tax-aware strategies.

Mark Clift is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding a Series 63 designation with 36 years of industry experience. He has been with Hilltop Securities since 2002. Outside of his advisory role, Clift is a stockholder in a certified development company providing long-term loans to small businesses, owns a cattle feeding and growing operation, and serves as treasurer for the Woodland Hills Property Owners Association. Hilltop Securities Inc. offers brokerage, 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 programs and fiduciary services through an open-architecture platform.

Sally Jilek is a financial advisor with CX Institutional, LLC, holding Series 65 and Series 63 licenses and 20 years of industry experience. Her prior roles include positions at BFS Advisory Group, LPL Insurance Associates, and Retirement Advisors of America/Allworth Financial. Outside of financial advising, she is involved with Christy M Boutique, a retail business based in Dallas, TX. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis, and offers specialized strategies including exposure to cryptocurrency and thematic portfolios such as artificial intelligence and blockchain.

Joseph Morrison is a CFP® professional with two years of industry experience. He currently works at True North Advisors, LLC, where he has been since 2021. Prior to joining True North, he was with Fisher Investments for two years and has a background that includes a role at Texas Christian University and experience with the Chicago Cubs. 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 incorporates a range of asset classes including equities, fixed income, diversifiers, and private investments.

Nathan Mateer is a CFP® professional with six years of industry experience, currently affiliated with Advisor Resource Council. His career includes roles at Generations Financial Management and prior experience at Louisiana State University, the Austin Institute for the Study of Family and Culture, and Baylor University. Mateer is also licensed as a life insurance agent. Advisor Resource Council serves a diverse client base including individuals, families, and business enterprises, offering asset management, financial planning, and retirement consulting. The firm’s investment approach combines AI-driven model portfolios with traditional analysis and includes services such as estate-planning coordination through external legal professionals.

James Mueller is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 designations and five years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Fidelity Investments. Mueller is involved with PSE Wealth Management, where he provides financial planning and investment-related services. Prospera Financial Services, Inc. is a multi-team 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 various advisory programs and platforms.

Natalie Chandler is a CFP® and holds a Series 66 designation with 22 years of industry experience. She is currently with Retirement Planners of America and has worked at MMWKM Advisors, LLC for 14 years. In addition to her advisory role, she is an independent insurance agent. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee investment program. The firm emphasizes capital preservation and tactical rebalancing using model portfolios and maintains discretionary authority to adjust asset allocations defensively.

Kevin Marsh is a financial advisor with Calton & Associates, Inc. in Coppell, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Calton & Associates since 2013 and is also a partner in Bear Marsh, LLC, a holding company focused on acquiring financial institutions. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both commissionable brokerage and insurance products alongside discretionary and non-discretionary investment management through various program structures and analytic approaches.

Matthew Shores is a financial advisor with Merit Financial Advisors in Frisco, TX, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at PKS Investments, Stratos Wealth Partners, Lifestyle Planning Solutions, LPL Financial, and The Botsford Group. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across 144 advisors, serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and tailored strategies, overseen by a central Investment Management team and Investment Committee.

Daniel Anderson is a financial advisor at Mutual of Omaha Investor Services, Inc. with 10 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes roles at Mutual of Omaha Advisors, Anderson Family Wealth Management LLC, and Mutual of Omaha Insurance Company. Additionally, he has worked with the Texas Scottish Rite Hospital for Children and is also licensed as an insurance agent specializing in life, health, annuities, major medical, and property and casualty insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account programs. The firm operates through platform relationships with Envestnet and maintains a multidisciplinary structure alongside broker-dealer and insurance businesses within the Mutual of Omaha group.