William Geist is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX. He holds a Series 65 designation and has recently begun his career in financial advising, joining the firm in 2024. Prior to this, he worked in various roles across multiple industries, including at RefiJet and the Denver Broncos. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans, managing approximately $3.54 billion for around 1,900 clients. The firm offers tailored, broadly diversified portfolios using a range of investment vehicles and employs both fundamental and cyclical analysis alongside tax-aware strategies.

Jacob Edwards is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Hilltop Securities since 2016. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of managed account programs and retirement-plan fiduciary services, utilizing an open-architecture platform with both adviser-managed and model-based investment solutions.

John Patterson is a financial advisor with Momentum Independent Network Inc. in Dallas, TX. He holds a Series 66 designation and has 22 years of industry experience. Prior to joining Momentum Independent Network Inc., he worked at Sws Financial Services for 18 years. Outside of his advisory role, he is involved in property and casualty insurance and health insurance as an owner and agent. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients by offering investment advisory, portfolio management, financial planning, and brokerage services. The firm provides both discretionary and non-discretionary investment solutions through multiple managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities.

Lowell Johnson is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at SWS Financial Services since 2009. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, and institutional clients. The firm offers a range of investment advisory programs, managed accounts, financial planning, and brokerage services, utilizing a platform model with third-party managers and integrated solutions through Hilltop affiliates.

Brittany Griggs is a Series 65-licensed financial advisor at Krilogy in Dallas, TX, with two years of industry experience. Prior to joining Krilogy, she worked at Greenhill School and Spindlemedia. Krilogy serves a diverse clientele including high-net-worth individuals, corporate and institutional clients, and charitable organizations, offering services such as portfolio management, financial planning, and family office support. The firm employs a long-term investment approach guided by an internal Investment Committee and utilizes both active and passive strategies tailored to client needs.

Louis Bruno is a financial advisor at Level Four Advisory Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Level Four Advisory Services since 2021, with prior roles at Level Four Financial, LLC, and Grosse Pointe Investor Services. Outside of advisory work, he serves as president of Grosse Pointe Investor Services, a non-investment related company. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm provides fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of direct management, affiliated sub-advisers, and third-party managers.

Jeffrey Schulz is a financial advisor at Integrity Advisory Solutions with seven years of industry experience. He holds a Series 65 designation and has prior experience at Burlington Alliance Capital Management and a fixed insurance business, Premier FutureGuard, where he assists clients with life insurance and annuities. Schulz also conducts seminars to introduce prospects to Integrated Trust Systems. Integrity Advisory Solutions is a multi-team firm serving individuals, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors. The firm manages around $1.1 billion in assets and offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs using a variety of investment strategies and third-party platforms.

Sharon Mora Schulz is a financial advisor at Avantax Planning Partners, Inc. based in Dallas, TX, holding a Series 65 designation. She has experience working with Cetera Wealth Services, LLC since 2025 and has been with Avantax in various roles since 2023. Prior to these positions, she spent 17 years at RetireBetter. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets across more than 7,500 clients as of the end of 2025.

Susanna Hartwig is a financial advisor with Principal Advised Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Principal Securities Inc and Principal Life Insurance Company since 2008 and joined Principal Advised Services in 2022. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models in both non-discretionary recommendations and a discretionary investment management program. The firm is part of the Principal Financial Group family, leveraging operational integration with affiliated entities to offer access to proprietary products and coordinated support.

Paul Morris is a financial advisor at Level Four Advisory Services with over 51 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at Raymond James Financial Services and ownership of several business entities, including an insurance agency where he serves as president. Level Four Advisory Services is an SEC-registered enterprise adviser managing $5.32 billion through 115 advisors. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of internal and third-party management solutions.

Zachary Rumpke is a financial advisor with Quotient Wealth Partners, LLC in Dallas, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Fidelity Investments, Cision, and the Cincinnati Bengals. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans with financial planning, consulting, and investment management, using diversified portfolios that incorporate low-cost ETFs, individual securities, and tax-aware strategies. The firm supports both mass affluent and high-net-worth clients and employs a range of operational tools and third-party platforms to manage and rebalance accounts.

Daniel Mauck is a CFP® certificant with 21 years of experience in the financial industry. He has worked at Clintsman Financial Planning from 2004 to 2021 and has been with Lee Financial Company, LLC since 2022. Lee Financial Company provides fee-only financial planning and both discretionary and non-discretionary portfolio management for individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based approach centered on its WholeVision™ planning framework and also manages private pooled investment vehicles and family office services.

Juliana Howe is a financial advisor at Krilogy with a Series 65 credential and one year of industry experience. Prior to joining Krilogy, she worked at FS Advisors for two years. Outside of finance, she has experience managing Florida Beach Horses and has been involved in babysitting for over ten years. Krilogy serves a diverse client base, including high-net-worth individuals, institutional clients, and family offices. The firm employs a long-term investment philosophy with an internal committee managing model portfolios and offers active and passive strategies, customized bond ladders, and alternative investments.

La Tunya Hanley is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, TIAA-CREF, J.P. Morgan Securities, and Avantax Investment Services. She has also worked outside the financial industry, including a role at Uber Eats. Thrivent Advisor Network serves individuals, families, businesses, and retirement plans through a network of advisors managing approximately $6.8 billion in client assets. The firm offers portfolio management and financial planning services, typically emphasizing low-cost diversified mutual funds and ETFs, while also utilizing individual equities, bonds, and alternative investments when appropriate.

Dana Davidson is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding the PFS™ credential and Series 63 and 65 licenses. He has 34 years of industry experience, including prior roles at Cetera Advisor Networks LLC and his own CPA firm, Dana B. Davidson CPA Company P.C. He serves as a trustee for Judson University and is involved in various business activities including tax accounting, financial services, professional gaming analysis, and movie production. Momentum Independent Network Inc. provides investment advisory, portfolio management, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm uses a variety of discretionary and non-discretionary investment strategies and integrates broker-dealer operations with banking and municipal advisory services through its Hilltop group affiliations.

Jerome Deren is a financial advisor at Summit Trail Advisors, LLC with 10 years of industry experience. He holds the Series 66 and Series 65 designations and previously worked at Tiedemann Wealth Management for eight years. He is based in Dallas, TX. Summit Trail Advisors serves a diverse client base including individuals, business entities, trusts, estates, charitable organizations, pension and profit‑sharing plans, and institutional clients. The firm employs an open-architecture investment process focused on asset allocation, investment selection, and portfolio construction across multiple asset classes and outcome categories.

Canyon Ceman is a financial advisor at Momentum Independent Network Inc. with three years of industry experience. He holds a Series 66 designation and previously worked for World Wrestling Entertainment from 2012 to 2021. 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, utilizing third-party managers and integrated solutions with Hilltop affiliates.

Luke Hamblin is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has seven years of industry experience. His prior roles include positions at Mutual of Omaha Insurance Company and GM Financial. He is also an insurance agent specializing in life, health, and annuity products. 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 combines platform-based investment solutions with advisory and brokerage services within the Mutual of Omaha group.

Brittany Strickland is a financial advisor at Level Four Advisory Services with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Level Four firms since 2016. Outside of her advisory role, she serves on the Finance Committee for Riddles Bend Baptist Church. Level Four Advisory Services manages approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset and portfolio management, retirement plan consulting, and fiduciary services, utilizing model portfolios and multiple custodial platforms.

Dawn Benko is a financial advisor at Level Four Advisory Services with 25 years of industry experience. She holds the ChFC® and Series 66 designations and previously worked at Thrivent Financial and Thrivent Investment Management. Outside of her advisory role, she volunteers as a board member for Veterans on the Lake, a nonprofit serving disabled veterans. Level Four Advisory Services is an SEC-registered enterprise adviser managing over $5 billion across 115 advisors and a diverse client base. The firm provides fee-only financial planning and asset management, utilizing model portfolios developed by an internal committee or sub-advisers, with a range of affiliated financial services supporting custody and trust needs.