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 Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, Avantax Investment Services, TD Ameritrade, J.P. Morgan Securities, and TIAA-CREF. Outside of finance, she worked for Uber Eats for one year. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering ongoing portfolio management and financial planning. The firm utilizes diversified portfolios comprising mutual funds, ETFs, individual equities, bonds, and alternative investments, supported by continuous account monitoring and access to independent managers.

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 with Summit Trail Advisors, LLC in Dallas, TX, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Presidio Capital Advisors LLC, Tiedemann Wealth Management, and Corient Services LLC. Summit Trail Advisors serves a range of clients including high-net-worth individuals, trusts, and institutional clients, providing portfolio management, financial planning, and family-office services. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction across multiple asset classes and outcome objectives.

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.

Christopher Fasy is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 66 designation and 16 years of industry experience. His prior work includes ten years at Valic Financial Advisors and concurrent roles with Advisor Resource Council and LPL Financial since 2020. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting through a network of investment adviser representatives. The firm uses actively managed strategies combining artificial intelligence tools with traditional fundamental analysis across various portfolio types, including equities, fixed income, alternatives, and options-based techniques.

Patrick Lovelady is a financial advisor at Hilltop Securities Inc. with 18 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining Hilltop Securities. Lovelady serves on the boards of the Amarillo College Foundation and the Eldon Durrett Scholarship, both nonprofit organizations. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions. The firm combines custody, banking, and market-making capabilities with an open-architecture platform featuring third-party and firm-sponsored investment strategies.

Rebecca Clauer is a financial advisor at Level Four Advisory Services with 15 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Her prior experience includes roles at Fidelity Investments, AXA Advisors, and TIAA. Outside of financial advising, she owns an online retail and wholesale cabinet business. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement plan consulting, and introduces clients to third-party managers, using model portfolios and multiple custodial platforms.

Troy Smith is a financial advisor at Momentum Independent Network Inc. with 20 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Charles Schwab from 2008 to 2012. Troy serves as a board member of the Salado Community Foundation. Momentum Independent Network Inc. provides investment advisory, portfolio management, and brokerage services to individuals, corporations, institutions, and retirement plans. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities through its affiliation with the Hilltop group.

Joseph Calhoun is a CFP® with 10 years of experience in the financial industry. He currently works at Quotient Wealth Partners, LLC and has previously held positions at Goldman Sachs Personal Financial Management, LPL Financial LLC, and Victory Capital Advisers. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm offers financial planning, consulting, and discretionary and non-discretionary wealth and investment management, using tailored investment programs implemented primarily through ETFs, mutual funds, individual securities, and third-party managers.

Tyler Ashley is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding a Series 65 credential and two years of industry experience. His prior roles include positions at Infinite Wealth Advisors LLC, Namcoa, and Florida Financial Advisors, as well as earlier experience at Lincoln Harris and Coca-Cola Bottling Company Consolidated. Outside the financial industry, he was involved with Better Way Landscaping for two years. Integrity Advisory Solutions serves individuals, including high-net-worth clients, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and sub-advisory programs, utilizing both fundamental and technical analysis and a variety of asset allocation strategies.

Aakash Panchal is a financial advisor with SignatureFD, LLC in Dallas, TX. He holds a Series 65 designation and has over nine years of experience, including roles at SignatureFD since 2022 and E*Trade from 2020 to 2022. Prior to his advisory career, he spent five years at the University of Georgia. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and several private investment funds.

Grant Finney is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 credentials with five years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Randstad, as well as involvement with Pat and Emmitt Smith Charities. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs and utilizes an open-architecture platform with various investment strategies and operational features that include municipal bond strategies co-advised with Franklin Templeton Group.

Emily Eisenhauer Freling is a financial advisor with B. Riley Wealth Advisors, Inc. in Dallas, TX, holding a Series 66 credential and 11 years of industry experience. Her prior roles include positions at Bank of America, Merrill Lynch, and National Asset Management. She serves on the Junior League of Dallas Sustainers Board and participates in several nonprofit organizations focused on women and children. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

William Woodard is a financial advisor at Level Four Advisory Services with over 31 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Level Four in 2024, Woodard worked for Kovack Securities, Inc. for 10 years and operated Woodard Insurance LLP for 38 years. He serves on the board of managers for the Tarrant County Hospital District and is involved in healthcare services for residents and insured patients in Fort Worth, TX. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serving a diverse client base including individual investors, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and both affiliated and unaffiliated sub-advisers.

Richard Galen Jr. is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Hilltop Securities since 2015. 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 investment solutions through an open-architecture platform, including adviser-managed and model-based programs, and maintains distinctive operational features such as custody capabilities and municipal bond strategies co-advised by Franklin Templeton Group.

Thomas Porter is a financial advisor at International Assets Investment Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Grove Point Investments, LLC, H. Beck, Inc., and National Planning Corporation. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, individual equities, and fixed income, and may employ third-party money managers and wrap programs as part of its investment approach.

Ryan Mullin is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. He has worked with Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2013 and has also been associated with LPL Financial since 2012. Outside of his advisory role, Mullin owns a woodworking business that sells items at fairs, community events, and online. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting through a network of investment adviser representatives. The firm uses actively managed strategies that combine artificial intelligence tools with fundamental analysis across diverse asset classes and offers estate-planning document preparation in partnership with independent attorneys.