Jennifer Lander is a financial advisor at Realta Investment Advisors, Inc. in Dallas, TX, with 12 years of industry experience. She holds a Series 66 designation and previously worked at Titan Securities for nine years. Outside of her advisory role, she operates under the DBA Lonestar Wealth Advisors and is licensed to sell fixed insurance products in Texas. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, pension and profit-sharing plans, and institutional clients. The firm focuses on individualized advice and employs a wide range of investment strategies, including asset allocation across various asset classes, with institutional resources and third-party manager programs.

David Richards is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at GIACT Systems, Charles Schwab, and Fidelity Brokerage Services. John Hancock Personal Financial Services provides financial planning and consultative services to a varied client base that includes individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted advice model delivering written financial plans and operates an Emergency Savings program without advisory fees.

Jonathan Yeakey is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding a Series 65 credential and one year of industry experience. Prior to joining Integrity Advisory Solutions in 2024, he worked as the sole proprietor of Jonathan Yeakey and has been involved with TNG Life LLC since 2018, where he holds a vice president role. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing a range of asset-allocation frameworks and leveraging third-party platforms to tailor investment solutions.

Jonathan Blumenthal is a financial advisor at Quotient Wealth Partners, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Goldman Sachs Personal Financial Management, Girard Securities, Mercer Allied Company, and Cetera Advisor Networks. Outside of his advisory role, he is co-owner of JBBR Ventures, a real estate organization based in Fort Worth, TX. 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 for about 1,900 clients through a team of 26 advisors, employing tailored, diversified portfolios that include ETFs, equities, fixed income, mutual funds, options, and alternative investments.

Julie Blalock is a financial advisor at Level Four Advisory Services with 34 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Level Four Advisory Services since 2021, having also worked at Level Four Financial, LLC since 2013. Outside of her advisory role, she owns and operates a wholesale business specializing in pimento cheese, coleslaw, and other salads. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and 13,865 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, using tailored portfolios managed internally or through affiliated and third-party sub-advisers.

Eric Schindler is a financial advisor at Momentum Independent Network Inc. with 14 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at LPL Financial for nine years. Momentum Independent Network Inc. serves individual, corporate, and institutional clients with investment advisory, portfolio management, financial planning, and brokerage services. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities through its affiliation with the Hilltop group.

Frank Maldonado is a financial advisor at Level Four Advisory Services with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms including Edward Jones, Lincoln Financial Advisors, and LPL Financial. Outside of his advisory role, Maldonado coaches youth basketball for a nonprofit organization. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm provides fee-only financial planning, asset management, and retirement plan advisory services, utilizing tailored strategies supported by an internal Investment Committee and affiliated sub-advisers.

Aaron Terry is a Series 66-registered financial advisor with Hilltop Securities Inc. in Dallas, TX. He has been with the firm since 2016 and has five years of industry experience. Hilltop Securities serves individual, high-net-worth, and institutional clients, including corporate and retirement-plan sponsors, offering investment advisory and broker-dealer services. The firm provides managed accounts, financial planning, and retirement-plan consulting through an open-architecture platform that integrates third-party technology and firm-sponsored strategies.

Thomas Faledas is a financial advisor at Hilltop Securities Inc. in Monterey, CA, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has been with Hilltop Securities since 2002. 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 variety of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform with multiple adviser-managed and model-based investment solutions.

Douglas Rand is a financial advisor with M Holdings Securities, Inc. He holds the Series 66 designation and has experience at firms including M Financial Group, TMRS, Bright Screen, and BNY Mellon. His background also includes service in the Army National Guard. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of independent Member Firms. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.

Stephen Coy is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with Hilltop Securities Inc. and has previously worked at Momentum Independent Network Inc., Chessman Wealth Strategies, and Thrivent Financial. He is based in Dallas, TX. Hilltop Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional investors, offering investment advisory and broker-dealer services. The firm provides a range of solutions such as managed accounts, financial planning, and retirement-plan advisory, supported by an open-architecture platform and a combination of custody, banking, and market-making capabilities.

Jonathan Graham is a financial advisor at United Capital Financial Advisors in Irving, TX, with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Lion Street Financial, Equitable Advisors, AXA Advisors, Nift Networks, and Edward Jones. Outside of finance, he has experience in the entertainment sector, having worked at Moviehouse & Eatery. United Capital provides national financial planning and discretionary investment management services to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customization through its platform FinLife Partners and offers access to a wide range of investment options, including ESG and faith-based portfolios.

Matthew Lunde is a financial advisor with UMB Financial Services, Inc. in Dallas, TX, holding a Series 66 credential and 15 years of industry experience. He has worked at UMB Financial Services and UMB Bank since 2019, and previously held roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering multiple program options and a range of investment products including mutual funds, ETFs, and fixed income instruments.

Austen Leninger is a financial advisor at Strategic Wealth Investment Group, LLC with five years of industry experience. He holds the Series 66 credential and has previously worked at Cetera and First Financial Equity Corporation. Leninger serves as an elected board member of the Fresh Start Women’s Foundation, a nonprofit organization. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing a combination of internally developed and third-party model portfolios. The firm employs a diverse investment analysis approach and sponsors private and exchange-traded funds that it may recommend to clients.

James Warburton is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Quotient Wealth Partners, LLC since 2023. He previously worked for Goldman Sachs Personal Financial Management from 2013 to 2023. Quotient Wealth Partners is a multi-advisor firm managing approximately $3.54 billion for around 1,900 clients, including high-net-worth individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm employs tailored, diversified portfolios using a variety of investment vehicles and incorporates tax-aware strategies alongside operational tools to monitor and manage client accounts.

William Houser is a financial advisor at EverSource Wealth Advisors, LLC in Dallas, TX, holding a Series 65 designation with eight years of industry experience. He has a background in law, having practiced with Houser Law Firm, P.C. since 2017 and previously with Houser & Flournoy, P.C. and Jordan, Houser & Flournoy, LLP from 2005 to 2017. EverSource Wealth Advisors serves individual clients, families, trusts, charitable foundations, retirement plans, and institutional relationships, providing wealth management, portfolio management, financial planning, and consulting services. The firm offers multiple investment programs and supports other advisory firms through turnkey services, sub-advisory arrangements, and private market access options.

Renee Matheson is a financial advisor at Hilltop Securities Inc. in Dallas, TX, with two years of industry experience. She holds Series 66 and Series 63 designations and previously worked at Charles Schwab & Co., Inc., as well as in roles outside finance including hospitality and full-time education. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity solutions. The firm provides an open-architecture platform combining third-party and firm-sponsored strategies, along with custody, banking, and market-making capabilities.

Douglas Bryan is a financial advisor at Simplicity Wealth with 8 years of industry experience. He holds a Series 65 designation and has worked at firms including USA Financial Securities, LifePro Asset Management, and Ducerus in Grand Prairie, TX. Outside of his advisory role, he owns and directs Insight College & Financial Solutions, where he educates clients on college admissions and financial aid strategies. He also serves on the Board of Directors for the Children First Counseling Center and is a member of the Grand Prairie Metro Rotary. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to institutional clients and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios that are actively monitored and rebalanced, along with a range of overlays and a technology-driven managed account platform for advisers.

Walter Virden III is a CFP® with 26 years of industry experience, currently serving as an advisor at Momentum Independent Network Inc. since 2001. He is also a partner at Virden Chapman & Virden CPAs, a CPA firm operating since 1969. Outside of his advisory and accounting roles, he serves on the board of Saint Mark's Church and participates on the finance committee of the Episcopal Diocese of Fort Worth. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients. The firm offers a range of advisory and brokerage services, utilizing third-party managers and a platform model that integrates with Hilltop affiliates for investment management and cash management solutions.

Jacqueline Finley is a CFA® charterholder with 34 years of industry experience, currently affiliated with Momentum Independent Network Inc. She has held positions at Westwood Advisors, LLC since 2019 and has been associated with Foreside Fund Services, LLC and Westwood Holdings Group, Inc. since 2008 and 1995, respectively. Outside of her advisory roles, she is a private independent health insurance agent and co-general partner of an investment holding partnership. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement clients with investment advisory, financial planning, and brokerage services. The firm offers both discretionary and non-discretionary portfolio management solutions, integrating broker-dealer operations with municipal advisory and banking capabilities within the Hilltop group.