Scott Hayes is a financial advisor at ISC Advisors, Inc. in Dallas, TX, with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Institutional Securities Corp since 2016 and at ISC Investment Management LLC since 2013. Hayes serves as Director and Treasurer for the St John Land Conservancy, a nonprofit organization, contributing time to awareness and fundraising efforts. ISC Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, corporate pension plans, and charitable institutions. The firm manages approximately $1.6 billion in assets, offering both discretionary and non-discretionary portfolio management, financial planning, and pension consulting, with investment decisions guided by an internal Investment Committee.

Larry Jackson is a financial advisor at Quotient Wealth Partners, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Goldman Sachs Personal Financial Management, Mercer Allied Company, and Cetera Advisor Networks. Jackson is based in Dallas, TX. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management services. The firm tailors investment programs to client risk profiles using diversified, factor-tilted allocations and employs technology for managing held-away accounts.

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.

Jordan Stefanov is a financial advisor at United Capital Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Girard Securities and Farther Financial Advisors. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by proprietary technology and access to third-party managers.

Sarah Beattie is a financial advisor with LEE Financial Company, LLC in Dallas, TX, holding two years of industry experience. She has been with Lee Financial Company since 2007, where she is part of a multi-team firm structure. Lee Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based model centered on its WholeVision™ planning framework and serves as General Partner and Investment Manager for several affiliated private partnerships while offering customized portfolios that include a range of investment vehicles.

Matthew Bennett is a CFP® with 13 years of industry experience, currently advising clients at Quotient Wealth Partners, LLC since 2023. Prior to joining Quotient, he spent 11 years with Goldman Sachs Personal Financial Management. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management for a range of client types. The firm employs tailored investment programs using ETFs, mutual funds, individual securities, and third-party managers, emphasizing diversified, factor-tilted allocations and tax-aware strategies.

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.

William Swearingen II is a financial advisor at United Capital Financial Advisors with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Lion Street Financial, Cetera Advisor Networks LLC, and Girard Securities, Inc. Since 2007, he has served as Managing Director at United Capital, focusing on client retention and new client relationships. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management using asset-allocation models, access to third-party managers, customized portfolios including ESG and faith-based options, and client-facing technology and reporting tools.

Andrew Greenawalt is a financial advisor at Sowell Management in Dallas, TX, holding a Series 66 designation with 10 years of industry experience. His career includes roles at Barrow Hanley Global Investors, MML Investors Services LLC, and Mass Mutual Life Insurance Company. Greenawalt has worked in both independent advisory and institutional environments. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm uses a variety of management styles and offers access to model portfolios, third-party manager selection, and unified managed account solutions.

Chia Yun Chien is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with seven years of industry experience. Prior to joining Hilltop Securities in 2018, Chien worked at Elite Finance Management from 2016 to 2018. Hilltop Securities serves both individual, including high-net-worth, and institutional clients with a range of advisory and brokerage services, offering managed accounts, financial planning, and retirement-plan advisory through an open-architecture platform that incorporates third-party and firm-sponsored strategies.

Blake Morris is a financial advisor at Hilltop Securities Inc. with 23 years of industry experience. He holds a Series 66 designation and has been with Hilltop Securities since 2016. Hilltop Securities serves individual, high-net-worth, and institutional clients, including corporate and retirement-plan sponsors, offering a range of advisory and broker-dealer services. The firm provides managed accounts, financial planning, retirement-plan consulting, and utilizes an open-architecture platform featuring both third-party and firm-sponsored investment strategies.

Todd Healy is a financial advisor with ValMark Advisers, Inc. in Dallas, TX, holding a ChFC® designation and Series 63 and Series 65 licenses. He has 42 years of industry experience, including roles at Lion Street Advisors and Kestra Financial Services, and has operated Healy and Associates PC since 1986. He is active in community and nonprofit organizations, serving on the Dallas Jewish Community Foundation Board of Trustees and contributing to several local estate planning and charitable councils. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based portfolios and asset allocation strategies implemented through mutual funds, ETFs, and separate-account managers, supported by proprietary platforms and third-party programs.

David Stringer is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 41 years of industry experience. He has been with Prospera since 2000 and holds a Series 63 designation. Outside of his advisory work, he owns PSE Wealth Management and Prospera Life & Annuity, Inc., providing financial planning and insurance services. Prospera Financial Services 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 other business entities, offering a range of financial planning and portfolio management services through both proprietary and third-party platforms.

Matthew Greer is a CFP® with 16 years of experience in financial advising. He is currently with The Mather Group, LLC, where he has worked since 2022. His prior roles include positions at Schwab Private Client Investment Advisory, Charles Schwab and Co., Inc., Charles Schwab Bank, SSB, and USAA Financial Advisors Inc. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and customization options such as direct indexing and ESG portfolios.

Kevin Burke Jr. is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation with one year of industry experience. He has worked at Hilltop Securities since 2022 and is also a project manager at NCS Roofing & Solar LLC, a roofing and general contracting company. Hilltop Securities serves individual, high-net-worth, and institutional clients with a range of investment advisory and broker-dealer services. The firm offers managed account programs, financial planning, retirement-plan advisory, and brokerage functions through an open-architecture platform that combines third-party and firm-sponsored strategies.

Shannon Reed is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Dallas, TX. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Fidelity Investments, Gold Standard Mortgage, and Changing Lanes Credit and Financial Services. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and financial planning, supported by ongoing monitoring and use of third-party sub-advisors and platform providers.

Patrick Freeland is a CFA® charterholder with 16 years of industry experience. He currently works at Hilltop Securities Inc. and has previously been employed at Charles Schwab, TD Ameritrade, Salem Managed Services, and Envestnet Asset Management. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering a range of advisory and brokerage services through an open-architecture platform featuring third-party and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities and provides municipal bond strategies alongside specialty programs.

Michael Bless is a CERTIFIED FINANCIAL PLANNER™ professional with over 42 years of industry experience. He is currently with Prospera Financial Services, Inc., having previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he owns and operates an Arabian horse farm. Prospera Financial Services is a multi-team advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning and portfolio management through a variety of advisory programs and platforms, managing approximately $14.4 billion in client assets.

Joshua Caltrider is a financial advisor at Americana Partners, LLC with 14 years of industry experience. He holds a Series 66 license and has worked previously at Morgan Stanley and Purshe Kaplan Sterling Investments. In addition to his advisory role, he is involved in insurance services as an owner and agent of an insurance agency. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm offers customized portfolio management using a range of investment vehicles and incorporates alternative and privately placed investments for eligible clients.

Rosilyn Overton is a CFP® with 50 years of industry experience, currently serving at Level Four Advisory Services. She previously worked for Mid-Atlantic Securities, Inc. for 25 years. Outside of advisory roles, she operates a sole proprietorship insurance agency and is a partner in Brown and Overton Partnership. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across a diverse client base, including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of internal and third-party management.