Jacob Jenkins is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Stu's Brew, Midnight Oil Coffeehouse, and Randy Darnell Farms. He also has experience working in education at Harding University and Canyon ISD. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions. The firm operates on an open-architecture platform utilizing third-party technology and sponsors municipal bond strategies, combining custody, banking, and market-making capabilities.

Grant Brown is a CFP® professional with 18 years of experience in the financial services industry. He has worked with Advisor Resource Council since 2016 and has been affiliated with LPL Financial since 2009. Based in Dallas, TX, he operates within a multi-team firm structure. Advisor Resource Council is an SEC-registered investment adviser that serves individuals, retirement plans, charitable organizations, and business entities. The firm employs a blend of artificial intelligence and fundamental analysis in its investment approach and offers a range of model portfolios, custom solutions, and third-party advisory programs.

Michael Bernier is a financial advisor with Balefire, LLC in Dallas, TX, holding a Series 65 license and four years of industry experience. His prior experience includes roles at VisionPoint Advisory Group LLC, Merrill, and Bank of America N.A. He is also involved as a financial wellness coach through Fuse Partners LLC. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities, offering discretionary asset management and comprehensive financial planning with a core-and-tactical investment approach overseen by an Investment Committee.

Andrew Watts is a CFP® professional based in Dallas, TX, with 22 years of industry experience. He is currently with Avantax Planning Partners, Inc., where he has worked for five years, and has prior experience at various firms affiliated with Cetera since 2025. Avantax Planning Partners, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and businesses through portfolio management, financial planning, and a managed retirement plan platform. The firm operates primarily via a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients as of December 31, 2025.

Henry Bashore is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 45 years of industry experience. He worked at Stephens Inc. for 12 years prior to joining Hilltop Securities in 2024. 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 provides a range of portfolio management and financial planning solutions through an open-architecture platform that includes adviser-managed and model-based programs.

Nicholas Damico is a CFP® professional with 19 years of experience in financial advising. He has worked at Hilltop Securities Inc. since 2019 and previously held positions at Personal Capital Advisors Corporation, DBT Wealth Consultants, and FSC Securities. Outside of his advisory work, he owns a trading card business operating through online platforms. Hilltop Securities serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and broker-dealer services. The firm utilizes an open-architecture platform featuring third-party managers and its own municipal bond strategies, and it combines custody, banking, and market-making capabilities.

Katherine Whittelsey is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX, holding Series 66 and Series 63 designations with four years of industry experience. Prior to joining Quotient Wealth Partners in 2026, she worked at Fidelity Investments for four years and held positions at First National Bank of Omaha and Nine Mile Health, among others. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management tailored to client risk profiles. The firm employs diversified, factor-tilted portfolios using ETFs, mutual funds, individual securities, and third-party managers, supported by operational and investment relationships that enhance its service capabilities.

William Reaves is a financial advisor at BOK Financial Securities, Inc. in Grapevine, TX, with 20 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for TIAA and TIAA-CREF Individual & Institutional Services from 2016 to 2024. BOK Financial Advisors serves a diverse range of clients, including individuals, high-net-worth clients, corporations, institutions, and government entities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with tailored asset allocation strategies.

Sandra Bell is a financial advisor at Northern Trust Securities, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Northern Trust Securities since 2018. Prior to that, she was with EF Legacy Securities, LLC and Edelman Financial Services, LLC. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation providing discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with a range of managed account solutions delivered via the Fidelity Managed Account Xchange platform.

Richard Fennema is a CFP® professional with 31 years of industry experience. He has worked at Prospera Financial Services, Inc. since 2014 and previously held roles at Wells Fargo Advisors, Morgan Stanley, and UBS Financial Services. Outside of his advisory work, he serves on the board of a homeowners' association and is part owner of a car rental business through Turo. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, and charitable organizations, offering financial planning and portfolio management through multiple advisory programs and platforms.

Scott Mccaffrey is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 registrations and 27 years of industry experience. Prior to joining Hilltop Securities in 2023, he worked at LPL Financial for 11 years and has held positions at PNC Managed Account Solutions, Wells Fargo Investments, Wells Fargo Clearing, and Citicorp Investment Services. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed account programs, financial planning, retirement-plan advisory, and annuity-based solutions. The firm uses an open-architecture platform combining third-party technology and manager partnerships with firm-sponsored strategies, and it is distinguished by its combination of custody, banking, and market-making capabilities.

Jared Davis is a financial advisor at Quotient Wealth Partners, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Goldman Sachs Personal Financial Management. Outside of his advisory role, he is a passive limited partner in commercial real estate investments through Richmond Product Partners LLC. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm provides financial planning, consulting, and wealth and investment management services, using diversified, factor-tilted portfolios and tax-aware strategies tailored to client risk profiles.

Marcus Walker is a financial advisor with Fifth Third Wealth Advisors LLC in Dallas, TX. He holds the CFP® and ChFC® designations and has 20 years of industry experience. His prior roles include positions at Truist and BB&T. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and access to separately managed accounts for a diverse client base, including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis using a combination of in-house and third-party strategies.

Jacob Wilsie is a financial advisor at Arax Advisory Partners based in Dallas, TX, holding a Series 66 credential with three years of industry experience. His prior roles include positions at USCA Securities LLC, LPL Financial LLC, Bank of America, Merrill, and Fidelity Investments. Arax Advisory Partners provides wealth management and advisory services to a diverse client base that includes individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using in-house portfolio teams, independent managers, and a mix of traditional and alternative investments, supported by AI tools and third-party analytics.

William Thomas is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2002 and joined Advisor Resource Council in 2024. Outside of his advisory roles, he is involved with Sulphur Bend Land Partners, contributing to tax preparation and accounting services. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and retirement plan consulting. The firm integrates artificial intelligence with fundamental analysis to offer model and separately managed account strategies through its AIQ platform, supplemented by custom solutions and third-party advisory programs.

Cailey Bracken is a financial advisor at Hilltop Securities Inc. with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including LPL, Charles Schwab, and United Capital. Hilltop Securities serves individual and institutional clients through advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan consulting, and annuity-based solutions. The firm is notable for combining custody, banking, and market-making capabilities, and it provides an open-architecture platform featuring third-party and firm-sponsored investment strategies.

Daniel Vandergriff is a financial advisor at Northwest Asset Management with 28 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Northwest Asset Management, Vandergriff worked at CS Planning Corp., Noble Private Wealth, Fidelity Personal and Workplace Advisors, and held multiple roles at Fidelity Brokerage Services LLC and Strategic Advisers LLC. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm employs investment strategies based on strategic asset allocation and Modern Portfolio Theory, utilizing diversified ETFs, mutual funds, individual securities, and fixed-income instruments, complemented by fiduciary oversight and a range of financial planning and back-office services.

Larry Jackson is a financial advisor at Quotient Wealth Partners, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Goldman Sachs Personal Financial Management, Mercer Allied Company, and Cetera Advisor Networks. Jackson is based in Dallas, TX. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management services. The firm tailors investment programs to client risk profiles using diversified, factor-tilted allocations and employs technology for managing held-away accounts.

Terrence Fergen is a financial advisor at BFC PLANNING, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BFC PLANNING since 2016. Prior to that, he worked at Berthel Fisher & Company Financial Services, Inc. starting in 2012. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory and third-party management programs, with strategies that typically include stocks, bonds, mutual funds, and ETFs.

John Dunn is a financial advisor at Momentum Independent Network Inc. with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with SWS Financial Services since 2010. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing a platform model supported by third-party managers and integrated with Hilltop affiliates.