Brandon Ross is a financial advisor with Quotient Wealth Partners, LLC in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Goldman Sachs Personal Financial Management, Girard Securities, and Cetera Advisor Networks. Outside of his advisory work, he is a co-owner of JBBR Ventures, a real estate organization based in Dallas. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans, managing approximately $3.54 billion for around 1,900 clients through a team of 26 advisors. The firm employs tailored, broadly diversified portfolios using a range of investment vehicles and integrates tax-aware strategies and operational tools to manage and rebalance client accounts.

Jesse Schilling is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds a Series 65 designation and has a background that includes over 20 years at Midwest Insurance Group, where he has been involved in retirement planning services. Schilling is also the owner of Schilling Insurance, LLC, which provides retirement planning including Medicare, life, health, and long-term care insurance. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and client referral services using a variety of investment strategies and third-party platforms.

Kyler Smith is a CFP® and holds a Series 66 license with three years of industry experience. He is currently an advisor at SageSpring Wealth Partners and has previously worked at Raymond James Financial Services, Edward Jones, and The Capital Chart Room. SageSpring Wealth Partners serves a diverse client base that includes individual households and various institutional clients such as retirement plans, banks, and state and municipal governments. The firm provides discretionary investment management, financial planning, and consulting, with portfolios tailored to client objectives and a mix of investment strategies including individual securities, ETFs, alternatives, and direct indexing.

Michael Lauterbach is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Hilltop Securities since 2016. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering a range of advisory and broker-dealer services. The firm provides managed accounts, financial planning, retirement-plan consulting, and annuity-based advisory solutions, operating on an open-architecture platform with both firm-sponsored and third-party strategies.

Eugene Flusche is a CFA® charterholder with 35 years of industry experience, currently affiliated with Momentum Independent Network Inc. He has worked with SWS Financial Services, Inc. since 2003 and Fidelity Brokerage Services LLC since 2000. Outside of his advisory role, he serves as a substitute teacher for Dallas ISD. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm utilizes a platform model leveraging third-party managers and Envestnet for investment management, offering a range of programs including managed accounts, financial planning, and retirement consulting.

Jaime Boyles is a CFP® and holds a Series 65 license, with 24 years of experience in the financial industry. He has been with Lee Financial Corporation since 1998. 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 through its WholeVision™ planning framework and serves as general partner and investment manager for several affiliated private partnerships and funds.

Brooks Morrow is a financial advisor at Highpoint Planning Partners with eight years of industry experience and holds a Series 66 designation. His prior roles include positions at LPL Financial LLC and Advisor Resource Council. Outside of advisory work, he owns two small businesses, Tomorrowsassets and Alora Distribution, both based in Lantana, Texas. HighPoint Advisor Group serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, and retirement plan advisory services, using fundamental analysis and various investment platforms to tailor portfolios across asset classes.

Adam Farris is a CFP® professional with eight years of industry experience, currently serving as an advisor at True North Advisors, LLC since 2019. His prior experience includes roles at Bank of America, Merrill Lynch, and PricewaterhouseCoopers. Based in Dallas, TX, he holds the Series 66 designation in addition to his CFP® credential. 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 manages a series of private pooled investment vehicles under the Western Alternative Strategies L.P. umbrella.

Paul O'Toole is a financial advisor at Hilltop Securities Inc. with 19 years of industry experience. He previously worked at LPL Financial for nine years before joining Hilltop Securities in 2025. He holds Series 63 and Series 66 licenses. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions, operating on an open-architecture platform with both third-party and firm-sponsored strategies.

Peter Kane is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include work at Lion Street Financial and Peak Value Advisors, where he provided fractional CFO and business consulting services. Outside of advisory work, he serves as financial officer and minority owner of SmartLab Partners, LLC, a clinical laboratory serving skilled nursing facilities. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and corporate retirement plan consulting through a disciplined investment process that combines fundamental and technical analysis with a relative-strength methodology.

David Brown is a CFP® and ChFC® with 33 years of experience in the financial services industry. He is currently with Advisor Resource Council, having joined in 2024, and previously worked at WCG Wealth Advisors and LPL Financial. Brown is also the owner and CEO of Encore Wealth Management, an estate planning and insurance business. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises with asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies combining artificial intelligence tools with fundamental analysis across various asset classes, offering both discretionary and nondiscretionary portfolio management options.

Cooper Kaufman is a Series 65-licensed financial advisor at Integrity Advisory Solutions with six years of industry experience. He has worked at multiple firms, including WR Wealth Planners LLC and Concorde Asset Management, and is involved in farming activities through Kaufman Family Farms, Inc. and fixed insurance and annuity sales at Senior Benefit Services. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in assets. The firm provides portfolio management, financial planning, retirement consulting, and sub-advisory services while utilizing various asset-allocation strategies and third-party platforms.

Michael Lowsley is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 65 and Series 66 registrations and bringing 19 years of industry experience. His prior roles include positions at LPL Financial, Amundi Distributor US, Inc., Resolute Investment Distributors, Inc., and Allianz Global Investors. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises through asset management, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs AI-driven model portfolios combined with traditional fundamental analysis and offers tailored investment strategies across various account tiers.

Katie Keppler is a Certified Financial Planner (CFP®) with 12 years of industry experience. She currently works at Titleist Asset Management, LLC and Titleist Capital, LLC, where she has been since 2025. Her prior experience includes roles at Merrill Lynch, Harwood Wealth Management, and Wealth Management Advisors, LLC. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, employee plans, charitable organizations, and business entities. The firm employs a Rules Based Investing system and offers customized portfolios across a range of strategies, integrating advisory services with affiliated brokerage, insurance activities, and tax/accounting services through affiliated providers.

John Prewitt is a financial advisor at The AmeriFlex Group with 13 years of industry experience and holds the Series 66 designation. His work history includes roles at Cambridge Investment Research, The AmeriFlex Group, OSAIC, and SCF Investment Advisors. Outside of advisory services, he owns and operates several businesses including Cohesion Companies, LLC, and Prewitt CPA, PLLC, which provides tax services. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting, delivering customized strategies through model asset allocations and manager relationships.

Christopher Maxtone Graham is a financial advisor at Mariner Independent with 30 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Morgan Stanley and Morgan Stanley Private Bank, N.A., and he is the founder of Vail Capital Management, LLC. He also serves as an active executor and co-executor for estates in Dallas, Texas. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services through a platform that integrates institutional resources and affiliated investment options.

Laura Kimball is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked with Brighton Jones LLC since 2022 and previously held roles at Facet Wealth, Aspire Planning Associates, Kimball Financial Services, United Capital, and Capital One. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.

Keri Vigil is a financial advisor with Momentum Independent Network Inc. in Amarillo, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She 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 through advisory and brokerage services. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement consulting, and custody services, utilizing a platform model with third-party managers and integrated solutions from Hilltop affiliates.

John Crook is a financial advisor with Prospera Financial Services, Inc. in Macon, GA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Prospera since 2015. Outside of his advisory role, Crook serves on the board of the Georgia Industrial Children's Home Foundation and is involved in entrepreneurial activities, including a land clearing business and ownership of a real estate holdings company. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through about 207 advisors. The firm provides investment advisory and financial planning services via multiple platforms and combines firm models, third-party sub-advisers, and customizable allocations for portfolio management.

Steven Gundy is a financial advisor with BFC Planning, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with BFC Planning and Berthel Fisher & Company Financial Services since 2012. Outside of his advisory role, Gundy serves as a director and loan committee member at United Texas Bank, is involved with a bed and breakfast ranch as a partner and operator, and participates on the advisory boards of the Ackerman Center for Holocaust Studies and the Anti-Defamation League Texoma. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory and institutional platforms, with investment strategies that primarily utilize stocks, bonds, mutual funds, and ETFs.