Clayton Kuhnen is a financial advisor at M Holdings Securities, Inc. with four years of industry experience. He holds the Series 66 and Series 63 designations. His prior work history includes roles at Charles Schwab & Co., Inc. and Broadridge Financial Solutions. M Holdings Securities, Inc. serves a broad 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 mix of advisory and brokerage services, utilizing both in-house portfolio managers and third-party sub-advisors to deliver investment management and related financial services.

Trudy Turner is a CFP® and PFS™ with 13 years of experience in financial advising, currently with United Capital Financial Advisors in Frisco, TX since 2015. She also serves as an instructor in the Personal Financial Planning program at Southern Methodist University, teaching approximately fifty hours annually. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, and institutional clients, employing discretionary portfolio management with customizable strategies including ESG and faith-based options.

Drew Sparks is a financial advisor with Advisor Resource Council in Irving, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Advisor Resource Council and LPL Financial since 2014. Outside of his advisory role, he is also an insurance agent with Insurance Designers of Dallas. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting. The firm utilizes actively managed strategies that integrate artificial intelligence tools with fundamental analysis across various portfolio types, including equities, fixed income, and alternatives.

Brandon Fresard is a financial advisor with Advisor Resource Council, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at multiple firms including USAA Financial Planning Services and LPL Financial, and currently provides investment advisory services at Advisor Resource Council and Foundation Wealth Partners. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering comprehensive asset management, financial planning, and consulting services. The firm employs actively managed strategies that integrate artificial intelligence tools with traditional fundamental analysis across various asset classes.

Jason Bednarz is a financial advisor with Prospera Financial Services, Inc. in McKinney, TX. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with Prospera Financial Services since 2009. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering a range of investment advisory and financial planning services delivered through multiple platforms and customizable portfolio solutions.

Brandon Ross is a financial advisor with Quotient Wealth Partners, LLC in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Goldman Sachs Personal Financial Management, Girard Securities, and Cetera Advisor Networks. Outside of his advisory work, he is a co-owner of JBBR Ventures, a real estate organization based in Dallas. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans, managing approximately $3.54 billion for around 1,900 clients through a team of 26 advisors. The firm employs tailored, broadly diversified portfolios using a range of investment vehicles and integrates tax-aware strategies and operational tools to manage and rebalance client accounts.

Jesse Schilling is a financial advisor at Integrity Advisory Solutions with a Series 65 credential and over 20 years of experience in the insurance industry. He has been affiliated with Midwest Insurance Group since 2006 and owns Schilling Insurance, LLC, where he provides retirement planning services including Medicare, life, health, and long-term care insurance. Integrity Advisory Solutions serves a diverse client base, including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of advisers, utilizing third-party platforms and a range of investment strategies.

Kyler Smith is a CFP® and holds a Series 66 license with three years of industry experience. He is currently an advisor at SageSpring Wealth Partners and has previously worked at Raymond James Financial Services, Edward Jones, and The Capital Chart Room. SageSpring Wealth Partners serves a diverse client base that includes individual households and various institutional clients such as retirement plans, banks, and state and municipal governments. The firm provides discretionary investment management, financial planning, and consulting, with portfolios tailored to client objectives and a mix of investment strategies including individual securities, ETFs, alternatives, and direct indexing.

Ryan Mc Weeney is a financial advisor at Parallel Advisors, LLC with two years of industry experience. He joined Parallel Advisors in 2022 after working at Fidelity Investments from 2020 to 2022. Prior to his financial services career, Mc Weeney had roles in retail and corporate settings, including at Ward's Berry Farm and State Street Corporation. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies across multiple asset classes and integrates technology platforms to manage tax-efficient rebalancing and held-away accounts.

Michael Lauterbach is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Hilltop Securities since 2016. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering a range of advisory and broker-dealer services. The firm provides managed accounts, financial planning, retirement-plan consulting, and annuity-based advisory solutions, operating on an open-architecture platform with both firm-sponsored and third-party strategies.

Robert Barton is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 65 credentials and has 38 years of industry experience. Since 2013, he has been associated with SWS Financial Services. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients, offering advisory and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet for investment advice and account management, and is notable for its integration with Hilltop affiliates in municipal bond strategies and cash management programs.

Eugene Flusche is a CFA® charterholder with 35 years of industry experience, currently affiliated with Momentum Independent Network Inc. He has worked with SWS Financial Services, Inc. since 2003 and Fidelity Brokerage Services LLC since 2000. Outside of his advisory role, he serves as a substitute teacher for Dallas ISD. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm utilizes a platform model leveraging third-party managers and Envestnet for investment management, offering a range of programs including managed accounts, financial planning, and retirement consulting.

Jaime Boyles is a CFP® professional with 23 years of industry experience, currently affiliated with Lee Financial Company, LLC in Dallas, TX. He has been with Lee Financial Corporation since 1998. Lee Financial Company provides financial planning and discretionary portfolio management for individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm operates a team-based model with an Investment Committee and employs a WholeVision™ planning framework to integrate various aspects of client planning, offering both liquid and private investment options.

Brooks Morrow is a financial advisor with HighPoint Planning Partners in Plano, TX, holding a Series 66 designation and eight years of industry experience. He has worked with LPL Financial and Advisor Resource Council, and is a business owner of ventures including Tomorrowsassets and Alora Distribution. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities by providing discretionary asset management, financial planning, retirement plan advisory, and wrap-fee program management. The firm constructs client investment policies through personal consultations and implements diversified portfolios using fundamental analysis and multiple platform options.

James Turco is a financial advisor with Thurston Springer Advisors, holding Series 63, 65, and 66 licenses and five years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Bank. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum processes, and manages accounts typically on a discretionary basis.

Adam Farris is a CFP® professional with eight years of industry experience, currently serving as an advisor at True North Advisors, LLC since 2019. His prior experience includes roles at Bank of America, Merrill Lynch, and PricewaterhouseCoopers. Based in Dallas, TX, he holds the Series 66 designation in addition to his CFP® credential. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions with comprehensive financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach with a focus on value-oriented strategies and manages a series of private pooled investment vehicles under the Western Alternative Strategies L.P. umbrella.

Paul O'Toole is a financial advisor at Hilltop Securities Inc. with 19 years of industry experience. He previously worked at LPL Financial for nine years before joining Hilltop Securities in 2025. He holds Series 63 and Series 66 licenses. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions, operating on an open-architecture platform with both third-party and firm-sponsored strategies.

Peter Kane is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include work at Lion Street Financial and Peak Value Advisors, where he provided fractional CFO and business consulting services. Outside of advisory work, he serves as financial officer and minority owner of SmartLab Partners, LLC, a clinical laboratory serving skilled nursing facilities. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and corporate retirement plan consulting through a disciplined investment process that combines fundamental and technical analysis with a relative-strength methodology.

David Brown is a CFP® and ChFC® with 33 years of experience in the financial services industry. He is currently with Advisor Resource Council, having joined in 2024, and previously worked at WCG Wealth Advisors and LPL Financial. Brown is also the owner and CEO of Encore Wealth Management, an estate planning and insurance business. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises with asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies combining artificial intelligence tools with fundamental analysis across various asset classes, offering both discretionary and nondiscretionary portfolio management options.

Cooper Kaufman is a financial advisor at Integrity Advisory Solutions with five years of industry experience. He holds a Series 65 designation and has worked previously at WR Wealth Planners LLC, Concorde Asset Management, LLC, and Senior Benefit Services. Outside of his advisory role, he is involved in farming activities with Kaufman Family Farms, Inc. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a network of advisers and third-party platforms to deliver tailored investment strategies.