Richard Bennett is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Advisor Resource Council since 2013 and has worked with LPL Financial since 2008. Outside of advisory roles, he is involved in non-variable insurance sales and tax preparation on a limited basis. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting through a network of investment adviser representatives. The firm utilizes actively managed strategies combining artificial intelligence with fundamental analysis across diversified portfolios, including equities, fixed income, alternatives, and options-based techniques.

Angelica Mendiola is a financial advisor with Principal Advised Services in Dallas, TX, holding a Series 66 designation and 10 years of industry experience. Her background includes roles at Principal Securities Inc., Principal Life Insurance Company, Bank of America, and Merrill. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models to provide both non-discretionary recommendations and discretionary investment management through its SimpleInvest wrap-fee program. The firm is part of the Principal Financial Group family, which provides access to affiliated financial products and integrated support services.

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.

Ashley Hodge is a CFP® professional with 32 years of industry experience, currently serving as an advisor at Advisor Resource Council since 2019. Prior to this, she worked at FWPAM, L.L.C. and LPL Financial, LLC, with over two decades at LPL Financial. Outside of her advisory work, she operates a Baylor fan website, sicem365.com. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering a range of asset management and financial planning services. The firm employs a combination of artificial intelligence tools and fundamental analysis in its investment approach, providing tailored portfolio strategies and coordinating estate-planning document preparation through independent legal professionals.

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.

Douglas Heagren is a CFP® professional with 20 years of experience in financial advisory roles. He has worked with Advisor Resource Council since 2014 and LPL Financial from 2011 to 2025. Heagren is involved in several educational and consulting ventures related to financial planning and college advising. Mergent Wealth, LLC is a state-registered investment adviser operating solely as a solicitor, referring clients to third-party registered advisers without directly managing portfolios. The firm combines referral-based advisory services with insurance product sales and does not charge clients percentage-of-assets fees.

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.

Adam Dowlen is a financial advisor at Coppell Advisory Solutions LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at HBW Advisory Services and Williams & Kunkel CPA. Outside of advisory work, he operates Add Em Up Taxes, providing tax return preparation and tax savings advice. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses tailor-made asset allocation models combined with fundamental and technical analysis, implementing strategies on a discretionary basis aligned with client objectives.

David Martin is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Advisor Resource Council (formerly 360 WEALTH MANAGEMENT, LLC) since 2012 and has also been associated with LPL Financial since 2011. Outside of his advisory work, he is involved with an internet business, Temojo, LLC. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and retirement plan consulting. The firm combines actively managed strategies with AI tools and traditional analysis, delivering discretionary and nondiscretionary portfolio management through its network of investment adviser representatives.

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.

Elijah Focht is a financial advisor at Advisor Resource Council with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at LPL Financial and Northwestern Mutual, as well as diverse experience in other sectors such as sanitation, banking, and retail. He has also been involved in managing a coffeehouse. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and consulting services. The firm utilizes AI-driven model portfolios combined with traditional analysis and provides access to estate-planning coordination through independent legal professionals.