James Pence III is a Series 66-licensed advisor at Hilltop Securities Inc. in Dallas, TX, with one year of industry experience. Prior to joining Hilltop Securities, he was employed at the University of Oklahoma and Admiral Roofing, and he also worked in the education sector at Norman Public Schools. Hilltop Securities Inc. offers brokerage, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and delivers investment solutions through an open-architecture platform that includes adviser-managed and model-based programs, supported by a range of portfolio management and fiduciary services.

Jemilson Pierrelouis is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 designations with 16 years of industry experience. He has been with Hilltop Securities since 2008. Outside of his advisory role, he is the founder of Hedge Consultants LLC, a provider of free point-of-sale software for small retail and restaurant businesses. 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 utilizes an open-architecture platform with multiple managed account programs and distinguishes itself through features such as municipal bond strategies co-advised by Franklin Templeton Group and custody capabilities uncommon among enterprise advisers.

Walter Anthony Jr. is a financial advisor at Hilltop Securities Inc. in Plano, TX, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Hilltop Securities since 2008. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of investment programs and fiduciary services through an open-architecture platform with various adviser- and manager-based solutions.

Andrew Richardson is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Merrill, and TD Ameritrade. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios with mutual funds and ETFs, combining active and passive strategies, and offers integrated planning by coordinating wealth, tax, estate, and insurance professionals.

Ronald Jones is a CFA® charterholder with 22 years of industry experience. He has been with Lee Financial Corporation since 2006. Based in Dallas, TX, he holds a Series 63 license. Lee Financial Company, LLC provides fee-only financial planning and discretionary and non-discretionary portfolio management to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm operates a team-based model centered on its WholeVision™ planning framework and serves as General Partner and Investment Manager for several affiliated private partnerships.

Alfred Holland is a CFP® and holds a Series 66 license with 26 years of industry experience. He has worked at Optimum Investment Advisors, LLC since 2014 and joined VestGen Advisors, LLC in 2025. Based in Chicago, IL, he is currently part of a multi-team advisory firm. VestGen Advisors, LLC manages approximately $3.47 billion for over 9,400 clients through a combination of discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm employs a diverse analytical approach and utilizes third-party managers and affiliate strategies to implement client portfolios.

Shannon Dugger is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining Integrity Advisory Solutions in 2025, Dugger worked at AlphaStar Capital Management, Woodbury Financial Services, Regulus Advisors, and has been involved with The Assurance Group since 2015, where Dugger also serves as a Regional Sales Director focused on insurance consulting and business management. 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 client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing a variety of investment approaches and third-party platforms to tailor solutions to client needs.

Connor Vlahos is a financial advisor at NorthCoast Asset Management LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations. His prior work history includes roles at Kovitz Investment Group Partners, Connectus Wealth, Conti Capital, Morgan Stanley, E*TRADE Securities, E*TRADE Capital Management, and Fidelity Investments. 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 and offers a range of strategies including equity, fixed income, options-defined outcome approaches, and alternative interval funds.

Robert Steinmetz is a financial advisor with Integrity Advisory Solutions, holding a Series 65 designation and five years of industry experience. His professional background includes roles at Senior Benefit Services and WR Wealth Planners, LLC, as well as a lengthy tenure at Missouri Employers Mutual Insurance. Outside of his advisory work, he serves as board member and treasurer for Access Arts, a nonprofit organization providing community art activities. Integrity Advisory Solutions serves a diverse client base, including individuals, trusts, estates, and businesses, offering portfolio management, financial planning, and retirement consulting through a network of approximately 100 independent advisors managing around $1.1 billion in client assets. The firm utilizes various investment strategies and third-party platforms to construct tailored portfolios and integrates retirement-plan advisory with affiliated program sponsorship.

Porsche Davis is a financial advisor at M HOLDINGS SECURITIES, Inc. based in Dallas, TX, holding the Series 66 designation with one year of industry experience. Prior to entering financial services, Porsche worked at several companies including Prink Made and Pacific Coast Fruit Company. M HOLDINGS SECURITIES, Inc. serves a broad range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a mix of advisory and brokerage services, with investment management delivered both directly and through sub-advisors, and provides ongoing client monitoring and reviews.

Richard Drew is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at LEE Financial Company, LLC since 2022. Prior to this, he worked at Comsovereign Holding Corp. for one year and has been involved with Rad Joy, LLC for ten years. 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 and offers family office and foundation services, managing tailored portfolios that include a broad range of investment vehicles and overseeing several affiliated private partnerships.

Grant Podsednik is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and 23 years of industry experience. His career includes roles at Cetera Wealth Services, Roadmap Wealth Management, Avantax, and LPL Financial. Podsednik was also involved with Compost Carpool, LLC, a non-investment business venture. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and multiple custodians and sub-advisors, including affiliated entities, to provide diverse investment solutions.

Amber Andregg is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 15 years of industry experience. She has worked previously at Cetera Advisor Networks, Girard Securities, and United Capital Financial Advisers. Andregg is also the managing partner and wealth adviser at Symphony Wealth Group, where she leads the office team and advises clients on financial planning and investments. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers access to a broad range of investment products and platforms within a structured oversight framework.

Ryan Wallace is a financial advisor with Momentum Independent Network Inc. in Colleyville, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with SWS Financial Services since 2010. Outside of his advisory role, Wallace is involved as an owner and financial consultant in Wood Waste Solutions LP, a recycling business. 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 third-party managers and Envestnet’s platform for investment management and incorporates affiliated banking products within its investment strategies.

Anthony Pampel is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at Lion Street Financial, LLC and Lion Street Advisors since 2022, and owns True Life Financial Planning, LLC, a registered investment advisory firm focused on financial planning. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individual clients by offering asset management, asset-allocation advice, financial planning, and corporate retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis with a relative-strength methodology, primarily utilizing mutual funds and ETFs to tailor portfolios to client goals.

Matthew Rogers is a financial advisor with Hilltop Securities Inc. in Dallas, TX. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior roles include positions at Truist Investment Services, Equitable Advisors, UBS, and Northwestern Mutual. Hilltop Securities Inc. serves individuals, corporations, nonprofits, and institutional clients by providing brokerage, investment advisory, retirement-plan consulting, and custody services. The firm offers an open-architecture investment platform with a range of adviser-managed and model-based programs, supporting approximately $2.25 billion in assets under management.

John Hoover is a financial advisor at Maia Wealth with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments and Woodmen Financial Services. Outside of his advisory role, he is also a licensed insurance agent for various carriers. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, including high-net-worth clients. The firm employs a range of analytical approaches with a long-term investment orientation and coordinates estate-planning and tax services through unaffiliated specialists.

Carrie Masure is a financial advisor at Integrity Advisory Solutions with four years of industry experience. She holds a Series 65 credential and has previously worked at Gradient Advisors LLC, American Senior Benefits, and Bankers Life. Outside of her firm role, she is involved with retirement and financial planning through Sure Fire Financial LLC and provides educational seminars and guidance related to retirement planning and insurance products. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes multiple asset-allocation frameworks and third-party platforms to construct and monitor tailored client portfolios.

Joseph Goh is a ChFC® credentialed financial advisor with seven years of industry experience. He is currently with Financial & Tax Architects, LLC and previously worked at LPL Enterprise, Prudential Insurance Company of America, and Ameriprise Financial Services Inc. Outside of financial advising, he is a licensed Texas realtor involved with Kingdom Estate Realty, a mortgage and real estate services business. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Nicholas Polyak Jr. is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. He has been with BOK Financial Securities and its affiliated entities since 2007. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by its affiliate, Strategic Investment Advisors.