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.

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.

Karen Lucius is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 15 years of industry experience. Her prior roles include positions at Hornor, Townsend & Kent LLC, Penn Mutual Life Insurance Company, Acumen Financial Group, Principal Life Insurance Company, and Principal Securities Inc. She is also active as an insurance agent, providing multi-line insurance sales and financial planning services through Penn Mutual Wealth Strategies and 1847Financial. Mutual of Omaha Investor Services, Inc. serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily delivered through a network of Investment Advisor Representatives who utilize approved model portfolios and discretionary management platforms.

Greg Regan is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with SWS Financial Services since 2003. Momentum Independent Network serves a diverse client base, including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients, offering a range of advisory and brokerage services. The firm operates through a platform model utilizing third-party managers and Envestnet for investment advice, account management, and trading services, with notable integration of Hilltop affiliates in its municipal bond strategies and cash management programs.

John Harper is a financial advisor at NorthCoast Asset Management LLC with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Kovitz Investment Group Partners, Connectus Wealth, Charles Schwab, Bank of America, Merrill, and Fidelity. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process using proprietary market-exposure and security-scoring models and offers a range of strategies including strategic asset allocation, tactical equity approaches, options overlays, and alternative interval funds.

Dennett Delzer is a Series 66-licensed financial advisor with Hilltop Securities Inc. in Dallas, TX, bringing 19 years of industry experience. He has been with Hilltop Securities since 2010. Hilltop Securities serves individual and institutional clients through a combination of investment advisory and broker-dealer services, offering managed accounts, retirement-plan advisory, and firm-sponsored municipal bond strategies among other solutions. The firm is notable for integrating custody, banking, and market-making capabilities within its service platform.

Colin Faulk is a CFP® professional at Quotient Wealth Partners, LLC in Dallas, TX, with six years of industry experience. He has held roles at Goldman Sachs and Equitable Advisors prior to joining Quotient Wealth Partners. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management services to mass affluent and high-net-worth clients. The firm employs diversified portfolios with low-cost ETFs, stocks, bonds, mutual funds, and alternative investments, using model portfolios and tax-aware strategies alongside multiple custodians and technology platforms.

Lauren Britt is a financial advisor with Quotient Wealth Partners, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Quotient Wealth Partners, she held positions at several firms including Corient Services LLC and Avalon Wealth Management LLC. Quotient Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion for about 1,900 clients through a team of 26 advisors and utilizes a diversified investment approach incorporating ETFs, equities, fixed income, mutual funds, options, and alternative investments.

Tanner Hodges is a financial advisor with M Holdings Securities, Inc. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior roles include positions at M Financial Group and Tolleson Wealth Management. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent member firms and financial professionals. The firm offers a range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and financial planning.

Scott Skrocki is a CFP® professional with one year of experience at True North Advisors, LLC. Prior to joining True North, he worked at Huntington Bank for three years and attended Texas A&M University. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets. The firm serves very high net worth and ultra-high net worth individuals, corporate pension plans, trusts, estates, foundations, and other business entities, offering comprehensive financial planning, portfolio management, and wealth advisory services with a value-oriented, diversified investment approach.

Christopher Mccarley is a financial advisor with Signal Advisors Wealth, LLC in Fort Worth, TX. He holds a Series 65 designation and has experience working in financial services and related fields since 2000, including roles at Revchain Solutions and That Chris Lee LLC, where he is involved in insurance and financial business as well as speaking engagements and AI application consulting. He is also licensed as an insurance agent, dedicating a significant portion of his time to insurance sales. Signal Advisors Wealth provides investment management and financial planning services to individual, high-net-worth, family, and business clients. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, offering discretionary model portfolios and third-party manager strategies.

Cary Bazan is a financial advisor at Mutual of Omaha Investor Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of finance, Bazan is an actor represented by Linda McAlister Talent, participates in commercial and TV auditions, and is an author on Amazon Kindle Direct Publishing. He is also scheduled to begin work as a secondary teacher in Plano ISD in 2025. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives who use approved model portfolios and managers.

Ian Smith is a Series 66-licensed advisor at Advance Capital Management Inc with 13 years of industry experience. He has worked at Advance Capital since 2020 and previously held roles at Foreside Fund Services LLC and Westwood Management Corp. in the Dallas, TX area. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations. The firm emphasizes financial planning and portfolio management using mutual funds and ETFs, and offers specialized retirement services including a Chief Retirement Officer program.

Royce Itschner is a CFP® and PFS™ credentialed advisor with 26 years of industry experience. He is currently with True North Advisors, LLC and has prior experience at Clear Rock Advisors, LLC, as well as a part-time role at Massey, Itschner & Co., P.C., a full-service CPA firm. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and institutions with financial planning, portfolio management, and consulting. The firm employs a fundamentally driven, value-oriented investment approach combined with quantitative tools and serves as a private fund adviser and general partner to multiple pooled investment vehicles.

Evelyn Burgett is a CFP® professional based in Dallas, TX, affiliated with Momentum Independent Network Inc. She has 29 years of industry experience, including roles at Hilltop Securities and TIAA-CREF. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients with investment advisory, portfolio management, financial planning, and brokerage services. The firm offers multiple managed account programs using both discretionary and non-discretionary structures, integrating broker-dealer operations with banking and municipal advisory capabilities.

Jacob Odom is a financial advisor at Lee Financial Company, LLC in Dallas, TX, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Covenant Wealth Partners and First Allied Securities, INC. Outside of his advisory work, he is the owner and founder of a small automobile purchase consulting service, assisting a limited number of clients and acquaintances. 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 overseeing asset allocation and manager selection, and offers services including retirement plan consulting and foundation management.

Rhiannon Lynn is a financial advisor with Sound Income Strategies, LLC, holding a Series 66 designation and one year of industry experience. She previously worked at Edward Jones and Seven Oaks Insurance Agency, LLC, where she spent 19 years. Lynn serves as a board member of the Kiwanis of Flower Mound, where she manages invoicing and financial reporting. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base, including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis and customized managed portfolios, offering a range of services from discretionary asset management to insurance planning through affiliated channels.

Aidan Jahnke is a financial advisor at Quotient Wealth Partners, LLC with a Series 65 designation and one year of industry experience. His background includes roles in education and hospitality, including positions at the University of North Texas, Collin College, Taverna Rossa, Plano West High School, and Rice Middle School. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans with financial planning, consulting, and both discretionary and non-discretionary investment management. The firm uses diversified portfolios with low-cost ETFs, individual securities, mutual funds, options, and alternative investments, applying tax-aware strategies and utilizing third-party platforms for portfolio implementation and monitoring.

Jeremy Bisceglia is a CFP® professional with 20 years of industry experience, currently serving at Level Four Advisory Services. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Outside of advisory services, he is involved with Level Four Insurance Agency, focusing on insurance sales. Level Four Advisory Services manages approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, implementing client strategies through model portfolios, various wrap platforms, and unaffiliated sub-advisors.