Lana Calton is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 29 years of industry experience. She has been with Hilltop Securities since 2005. Calton serves as Vice-Chair of the Board of Trustees for the Securities Industry Institute and holds board positions with SIFMA SII and the Clearing Firm Committee. Hilltop Securities provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutions. The firm offers a range of portfolio management programs and distinguishes itself with custody capabilities and co-advised municipal bond strategies.

Tara Davis is a financial advisor at M Holdings Securities, Inc. with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at TIAA-CREF and First Command Advisory 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 and financial professionals. The firm provides a broad mix of advisory and brokerage services, combining portfolio management by financial professionals with third-party sub-advisors and utilizing various wrap programs and platform providers.

Bryan Huhn is a CFP® certificant with 19 years of industry experience, currently serving as a financial advisor at Sowell Management since 2025. His prior roles include positions at Reflective Wealth Planning, LLC—of which he is also the owner and financial advisor—Boston University, Fisher Investments, and Hennion & Walsh. Bryan operates out of Dallas, TX. Sowell Management is a multi-branch independent-contractor registered investment adviser supporting over 100 advisors. The firm provides investment management and financial planning services to individuals, retirement plans, corporations, and institutions, utilizing diverse investment styles and third-party sub-advisors through multiple platforms.

Wilbur Hemby Jr. is a CFP® with 30 years of industry experience, currently serving at Level Four Advisory Services. His prior experience includes roles at Level Four Financial, LLC and LPL Financial, LLC. He is also a member of the Rotary Club of Kinston and serves on the Management Advisory Committee for the College of Business at East Carolina University. Additionally, he is an author and provides financial services practice management consulting and lectures. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, emphasizing tailored solutions supported by internal and affiliated sub-advisers.

Jacob Morton Jr. is a financial advisor at Stephens in Dallas, TX, holding the Series 66 designation with one year of industry experience. Prior to joining Stephens, he had roles at Clover Partners, Valley Bank, and several other organizations, including Texas Christian University and Fairfield College Preparatory School. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs and committee-based oversight, combining broker-dealer and investment banking activities alongside advisory services.

Sarah Henze is a CFP® professional with 16 years of experience in financial advising. She has been with Lee Financial Company, LLC since 2010. 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 needs.

Paul Kraft is a financial advisor at Integrity Advisory Solutions with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has a long career including ownership and leadership roles at Frank & Kraft Wealth Coaching, Inc. and Frank & Kraft, PC. Kraft serves on several nonprofit boards, including the Jewish Federation of Greater Indianapolis, Hooverwood Living, and The Children's Theraplay Foundation. Integrity Advisory Solutions serves a diverse client base, including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing third-party platforms and model portfolios to meet client needs.

Cort Laurence is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 66 designation and 26 years of industry experience. He previously worked at LPL Financial, LLC for 10 years and has been with Strategic Financial Concepts since 2008. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary investment management using model portfolios and third-party managers, and is notable for its integration of insurance-related activities alongside traditional asset management.

Milton Finley is a financial advisor with Momentum Independent Network Inc. in Colleyville, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Momentum Independent Network since 2000. Outside of his advisory role, he assists with administrative and financial tasks at Gribble Springs Baptist Church. Momentum Independent Network Inc. serves individuals, corporate and institutional clients, and retirement plans with investment advisory, portfolio management, financial planning, and brokerage services. The firm integrates broker-dealer operations with banking and municipal advisory capabilities and offers a range of managed account programs and third-party platform access.

Jodi Lutz is a financial advisor at Wedbush Securities Inc. with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wedbush Securities since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she owns and oversees operations for Pine Dunes Lodge, a lodging facility for golfers in Frankston, TX, and is involved with a golf course business, Pine Dunes Resorts & Golf Club. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, and capital markets, operating multiple managed account and wrap fee programs alongside commission-based brokerage arrangements.

Larry Sanders is a financial advisor at IP Financial Advisory Services LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Innovation Partners LLC and Parsonex Securities. In addition to his advisory roles, Sanders serves as a Sergeant First Class in the U.S. Army Reserve and owns a barber business. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides customized investment solutions and access to third-party advisors, focusing on non-high-net-worth individuals.

Marco Rodriguez is a CFA® charterholder with 27 years of industry experience. He is currently an advisor at Lee Financial Company, LLC, where he has worked since 2022. Prior to that, he was with Stonegate Capital Markets, Inc. for seven years and has also been self-employed since 2006. Outside of his advisory role, Marco serves as president of Marco Associates, an investment-related business specializing in financial modeling, valuation, and investment analysis. 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 employs a team-based model with an Investment Committee and offers a WholeVision™ planning framework to integrate various client needs, utilizing both liquid and private investment vehicles.

Austin Cannon is a financial advisor with M Holdings Securities, Inc. He holds Series 65 and Series 63 licenses and has six years of industry experience. His prior work includes roles at NYLife Securities LLC and JPMorgan Securities LLC. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent member firms and financial professionals. The firm offers a broad range of advisory and brokerage services, including discretionary investment management, financial planning, and retirement plan consulting.

Gregory Gatlin is a financial advisor at Momentum Independent Network Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 15 years before joining Momentum Independent Network in 2024. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, with a platform model that integrates third-party managers and Hilltop affiliates for specialized municipal bond strategies and cash management features.

James Tindall Jr. is a financial advisor with Integrated Advisors Network LLC in Dallas, TX, holding Series 63 and Series 65 registrations and bringing 24 years of industry experience. He has been with Echelon Investment Management since 2012. Integrated Advisors Network is an SEC-registered multi-team investment adviser that serves individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm uses a mix of fundamental and quantitative analysis, long- and short-term allocations, and options and hedging strategies to implement client plans, often incorporating third-party sub-advisers and managed account solutions.

Jason Romph is a financial advisor at Lee Financial Company, LLC in Dallas, TX, with 17 years of industry experience. He holds a Series 66 designation and has been with Lee Financial Corporation since 2011. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, also serving trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm operates a team-based model with an Investment Committee overseeing asset allocation and manager selection, and utilizes the WholeVision™ planning framework to integrate various client goals.

Shayla Cobb is a financial advisor at Lee Financial Company, LLC with one year of industry experience. She has previously worked with her family business and held roles in organizing and healthcare services. Cobb is also the owner of Cobb Fitness, LLC, a business created during her time owning a fitness franchise, though it is currently inactive. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, including trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm employs a team-based approach with an Investment Committee and offers a planning framework called WholeVision™, integrating various aspects of clients’ financial and personal goals.

Nicholas Lorenzoni is a financial advisor at Stephens with a Series 66 designation and two years of industry experience. His prior work includes roles at Black Diamond Mergers & Acquisitions, Tyson Foods, and Reckitt Benckiser. He has also been involved with Do College Better, an educational initiative, for two years. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm uses a tailored portfolio approach with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Richard Megica Jr. is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has worked at The Mather Group, LLC since 2016 and previously held roles at Charles Schwab Bank and Charles Schwab from 2012 to 2016. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and customized portfolio options, combining technology tools with human oversight.

Trey Waite is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Lee Financial Company, LLC since 2019. His prior experience includes roles at Sullivan Bruyette Speros & Blayney, LLC, RegentAtlantic, and Texas Tech University. 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 approach centered on its WholeVision™ planning framework and manages a variety of investment vehicles, including private partnerships and pooled investment funds.