Steven Etoch is a CFA® charterholder with seven years of experience in the financial industry. He has worked primarily at Stephens in various roles since 2016, including a period at Morgan Stanley and Direct Access Capital. He also held a position at SMU during 2017–2018. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs overseen by multiple investment committees and combines advisory services with broker-dealer and investment banking activities.

Stephen Schindler is a financial advisor at Momentum Independent Network Inc. He holds the ChFC® and Series 66 designations and has two years of industry experience. Prior to his financial advisory career, he worked in law enforcement with the Meridian and El Cajon Police Departments and was involved in the hospitality industry at Janet's Montana Cafe. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing a platform model with third-party managers and integrated solutions from Hilltop affiliates.

Carol Garza is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Hilltop Securities since 2009. Outside of her advisory work, she owns a monogram and craft business and also distributes essential oils and represents a nail polish strip company. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers a range of managed account programs and advisory solutions on an open-architecture platform, combining custody, banking, and market-making capabilities with firm-sponsored and third-party investment strategies.

Harold Wright is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Hilltop Securities since 2014. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutions. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs, financial planning, and fiduciary retirement-plan services through an open-architecture platform.

John Wilkinson is a financial advisor with Wedbush Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Wedbush Securities since 2010. Outside of his advisory role, Wilkinson serves as a director of the Ted Nash Long Life Foundation, a private foundation based in Waco, TX. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account structures. The firm combines broker-dealer, capital markets, custody, and clearing services, with particular activity in commodities and derivatives.

John James II is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously been associated with Wealth Partners Alliance. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm providing wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm manages about $15.7 billion in assets and employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

Natwian Vanderveer is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Robinhood Markets, Primerica, First Command Financial Services, and TD Ameritrade. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan consulting, and annuity-based solutions on an open-architecture platform that integrates third-party managers alongside firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities and sponsors municipal bond strategies co-advised by prominent asset managers.

Maritess Bott is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding a Series 65 designation and nine years of industry experience. She has served as president and attorney at Bott & Associates, LTD since 2007, providing estate planning, probate, trust administration, and elder law services. Prior to her current role, she operated Abundance Financial Coaching, LLC for seven years. Integrity Advisory Solutions is a large multi-team firm that manages approximately $1.1 billion in client assets through a network of about 100 independent advisors. The firm serves individuals, trusts, estates, corporations, and businesses, offering portfolio management, financial planning, retirement plan consulting, and sub-advisory services using a variety of investment approaches and third-party platforms.

Caleb Barnett is a financial advisor at Hilltop Securities Inc. with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Strategic Wealth Designers and Fidelity Investments prior to joining Hilltop Securities. Outside of finance, Caleb performs as a drummer on weekends through his music business, Caleb Barnett Music. Hilltop Securities serves individual, high-net-worth, and institutional clients with investment advisory and broker-dealer services, offering managed accounts, financial planning, and retirement-plan consulting. The firm combines custody, banking, and market-making capabilities and provides access to both firm-sponsored and third-party investment strategies.

Scott Proctor is a financial advisor at Level Four Advisory Services with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and LPL Financial. Outside of advisory work, he serves as president of the M.E.S Team Foundation, a nonprofit focused on children’s charity. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across a diverse client base that includes individuals, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a mix of internal and third-party management options.

Mason Carrico is a financial advisor with Stephens in Dallas, TX, holding a Series 66 license and seven years of industry experience. His career has been focused entirely with Stephens since 2018, following prior roles at Cyber Coders, Inc. and Tulane University. 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 advisory services with broker-dealer and investment banking activities.

Steven Balaban is a financial advisor at Hilltop Securities Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hilltop Securities since 2017. Prior to that, he was with WFG Advisors, LP and WFG Investments Inc. from 2011 to 2017. Outside of his advisory role, Balaban serves as a board member for the Metro Area Development Corporation and acts as a notary for the State of Oklahoma. Hilltop Securities Inc. provides brokerage, 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 uses an open-architecture platform to deliver diversified investment solutions.

Jennifer Huber is a financial advisor at Hilltop Securities Inc. with 15 years of industry experience and holds a Series 66 designation. Her work history includes multiple tenures at Hilltop Securities as well as positions at Redbridge Finance and Redbridge Securities. Outside of her advisory role, she operates an online clothing resale business through Poshmark. Hilltop Securities serves individual, high-net-worth, and institutional clients, offering a range of advisory and broker-dealer services. The firm uses an open-architecture platform with third-party and firm-sponsored strategies, and it is distinguished by its combination of custody, banking, and market-making capabilities.

Ricky Sanford is a financial advisor at Level Four Advisory Services with 35 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked with firms including Edward Jones, Cetera, Columbia Bank, and Harbor Financial Services. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and serves 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 mix of direct management and sub-advisers.

Victor Medina is a financial advisor at Hilltop Securities Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley in various capacities from 2007 to 2017 before joining Hilltop Securities in 2017. Medina is involved in community and nonprofit organizations, serving on the finance committee at Arborlawn United Methodist Church, the advisory board of the Amon Carter Museum, and the investment committee for the United Way of Tarrant County. Hilltop Securities Inc. provides brokerage, execution, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of managed account programs through an open-architecture platform and sponsors municipal bond strategies co-advised by Franklin Templeton Group, with custody services uncommon among enterprise advisers.

Joel Corbin is a financial advisor with Prospera Financial Services, Inc. in Lubbock, TX, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with Prospera since 2005. Mr. Corbin serves as a board member of the Lubbock Kappa Alpha House Corporation. Prospera Financial Services is an enterprise-scale advisory and broker-dealer firm managing approximately $12.4 billion across about 207 advisors in 140 offices. The firm serves individual, corporate, charitable, and retirement plan clients, offering investment advisory and financial planning services through multiple platforms with discretionary and non-discretionary portfolio management.

William Gammill is a CFP® professional with 37 years of experience in the financial industry. He is currently with Victory Financial and has previously worked at Equitable Advisors and AXA Advisors, LLC. Outside of his advisory work, he is a member of FREETIME, LLC. Victory Financial Group serves a diverse clientele including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation driven investment approach combining Modern Portfolio Theory with fundamental, cyclical, and behavioral analysis to build tailored model portfolios.

Michael Taylor is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Prospera since 2012. Outside of his advisory role, Taylor serves as owner, CEO, and board member of Tavesco Incorporated, a holding company for real estate investments. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion through 207 advisors across about 140 offices. The firm serves a diverse client base, including individuals, corporate and charitable entities, and retirement plans, offering a range of investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

Jackson Laurent is a financial advisor at Stephens in Dallas, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Luther King Capital Management and AB Advisory & Analytics, as well as experience in education and other industries. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm uses tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Jeffrey Vanover is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Momentum Independent Network Inc. He previously worked at Hilltop Securities Inc. and Ameriprise Financial Services, Inc. Vanover is also the founder and managing director of OakStreet Capital Management, LLC, and manages a family estate and asset protection entity through JN Vanover Interests, LLC. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers a range of advisory and brokerage services, utilizing a platform model with third-party managers and integrated strategies sponsored by affiliated entities.