Ricky Sanford is a financial advisor at Level Four Advisory Services with 35 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked with firms including Edward Jones, Cetera, Columbia Bank, and Harbor Financial Services. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and serves a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a mix of direct management and sub-advisers.

Stephen Ferrell is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2013 and also has a long-term association with LPL Financial beginning in 2011. Outside of his advisory roles, he is a partner in Carpe Via Travel, a travel agency. 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 integrates artificial intelligence tools with traditional fundamental analysis through a range of model portfolios and separately managed accounts tailored to different client needs.

Victor Medina is a financial advisor at Hilltop Securities Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley in various capacities from 2007 to 2017 before joining Hilltop Securities in 2017. Medina is involved in community and nonprofit organizations, serving on the finance committee at Arborlawn United Methodist Church, the advisory board of the Amon Carter Museum, and the investment committee for the United Way of Tarrant County. Hilltop Securities Inc. provides brokerage, execution, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of managed account programs through an open-architecture platform and sponsors municipal bond strategies co-advised by Franklin Templeton Group, with custody services uncommon among enterprise advisers.

Joel Corbin is a financial advisor with Prospera Financial Services, Inc. in Lubbock, TX, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with Prospera since 2005. Mr. Corbin serves as a board member of the Lubbock Kappa Alpha House Corporation. Prospera Financial Services is an enterprise-scale advisory and broker-dealer firm managing approximately $12.4 billion across about 207 advisors in 140 offices. The firm serves individual, corporate, charitable, and retirement plan clients, offering investment advisory and financial planning services through multiple platforms with discretionary and non-discretionary portfolio management.

William Gammill is a CFP® professional with 37 years of experience in the financial industry. He is currently with Victory Financial and has previously worked at Equitable Advisors and AXA Advisors, LLC. Outside of his advisory work, he is a member of FREETIME, LLC. Victory Financial Group serves a diverse clientele including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation driven investment approach combining Modern Portfolio Theory with fundamental, cyclical, and behavioral analysis to build tailored model portfolios.

Michael Taylor is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Prospera since 2012. Outside of his advisory role, Taylor serves as owner, CEO, and board member of Tavesco Incorporated, a holding company for real estate investments. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion through 207 advisors across about 140 offices. The firm serves a diverse client base, including individuals, corporate and charitable entities, and retirement plans, offering a range of investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

Jackson Laurent is a financial advisor at Stephens in Dallas, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Luther King Capital Management and AB Advisory & Analytics, as well as experience in education and other industries. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm uses tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Jeffrey Vanover is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Momentum Independent Network Inc. He previously worked at Hilltop Securities Inc. and Ameriprise Financial Services, Inc. Vanover is also the founder and managing director of OakStreet Capital Management, LLC, and manages a family estate and asset protection entity through JN Vanover Interests, LLC. 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 a platform model with third-party managers and integrated strategies sponsored by affiliated entities.

Karen Lucius is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. Her prior roles include positions at Hornor, Townsend & Kent LLC, Penn Mutual Life Insurance Company, Acumen Financial Group, and Principal entities. In addition to advisory work, she is engaged in insurance sales and service, including life insurance brokerage and financial planning through related business activities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes platform relationships with Envestnet and Pershing, delivering managed solutions and third-party manager access to a diverse client base.

Greg Regan is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with SWS Financial Services since 2003. Momentum Independent Network serves a diverse client base, including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients, offering a range of advisory and brokerage services. The firm operates through a platform model utilizing third-party managers and Envestnet for investment advice, account management, and trading services, with notable integration of Hilltop affiliates in its municipal bond strategies and cash management programs.

John Harper is a financial advisor at NorthCoast Asset Management LLC with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Kovitz Investment Group Partners, Connectus Wealth, Charles Schwab, Bank of America, Merrill, and Fidelity. 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 using proprietary market-exposure and security-scoring models and offers a range of strategies including strategic asset allocation, tactical equity approaches, options overlays, and alternative interval funds.

Dennett Delzer is a Series 66-licensed financial advisor with Hilltop Securities Inc. in Dallas, TX, bringing 19 years of industry experience. He has been with Hilltop Securities since 2010. Hilltop Securities serves individual and institutional clients through a combination of investment advisory and broker-dealer services, offering managed accounts, retirement-plan advisory, and firm-sponsored municipal bond strategies among other solutions. The firm is notable for integrating custody, banking, and market-making capabilities within its service platform.

Colin Faulk is a CFP® professional at Quotient Wealth Partners, LLC in Dallas, TX, with six years of industry experience. He has held roles at Goldman Sachs and Equitable Advisors prior to joining Quotient Wealth Partners. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management services to mass affluent and high-net-worth clients. The firm employs diversified portfolios with low-cost ETFs, stocks, bonds, mutual funds, and alternative investments, using model portfolios and tax-aware strategies alongside multiple custodians and technology platforms.

Lauren Britt is a financial advisor with Quotient Wealth Partners, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Quotient Wealth Partners, she held positions at several firms including Corient Services LLC and Avalon Wealth Management LLC. Quotient Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion for about 1,900 clients through a team of 26 advisors and utilizes a diversified investment approach incorporating ETFs, equities, fixed income, mutual funds, options, and alternative investments.

Tanner Hodges is a financial advisor at M HOLDINGS SECURITIES, Inc. with two years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at M Financial Group, Tolleson Wealth Management, and The Miles Foundation. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent Member Firms and Financial Professionals. The firm provides a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Scott Skrocki is a CFP® professional with one year of experience at True North Advisors, LLC. Prior to joining True North, he worked at Huntington Bank for three years and attended Texas A&M University. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets. The firm serves very high net worth and ultra-high net worth individuals, corporate pension plans, trusts, estates, foundations, and other business entities, offering comprehensive financial planning, portfolio management, and wealth advisory services with a value-oriented, diversified investment approach.

Matthew Middleton is a financial advisor with Advisor Resource Council, holding a Series 65 credential and five years of industry experience. He has been with Advisor Resource Council since 2021 and has work history including roles at LPL Financial and as a bartender at The Colony Wine Bar. Outside of advising, he has worked in the hospitality sector. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs AI-driven model portfolios combined with traditional fundamental analysis and coordinates estate-planning services through external legal professionals.

Cary Bazan is a financial advisor with Mutual of Omaha Investor Services, Inc. in Irving, TX, holding Series 63 and Series 65 licenses and with 11 years of industry experience. Prior to joining Mutual of Omaha in 2018, he worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of advising, Bazan is active as an actor with Linda McAlister Talent and is an Amazon KDP author. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm uses platforms such as Envestnet and Pershing to deliver managed solutions and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Ian Smith is a Series 66-licensed advisor at Advance Capital Management Inc with 13 years of industry experience. He has worked at Advance Capital since 2020 and previously held roles at Foreside Fund Services LLC and Westwood Management Corp. in the Dallas, TX area. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations. The firm emphasizes financial planning and portfolio management using mutual funds and ETFs, and offers specialized retirement services including a Chief Retirement Officer program.

Royce Itschner is a CFP® and PFS™ credentialed advisor with 26 years of industry experience. He is currently with True North Advisors, LLC and has prior experience at Clear Rock Advisors, LLC, as well as a part-time role at Massey, Itschner & Co., P.C., a full-service CPA firm. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and institutions with financial planning, portfolio management, and consulting. The firm employs a fundamentally driven, value-oriented investment approach combined with quantitative tools and serves as a private fund adviser and general partner to multiple pooled investment vehicles.