William Geist is a financial advisor at Quotient Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation. His prior work includes roles at RefiJet, Einsten Bros Bagels, and the Denver Broncos. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and wealth management services for both non‑high‑net‑worth and high‑net‑worth clients. The firm uses tailored investment programs primarily through ETFs, mutual funds, individual securities, and third‑party managers, combining fundamental and cyclical analysis to construct diversified, factor‑tilted portfolios.

Jacob Edwards is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Hilltop Securities since 2016. Hilltop Securities Inc. provides brokerage, execution, 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 retirement-plan fiduciary services, utilizing an open-architecture platform with both adviser-managed and model-based investment solutions.

John Patterson is a financial advisor with Momentum Independent Network Inc. in Dallas, TX. He holds a Series 66 designation and has 22 years of industry experience. Prior to joining Momentum Independent Network Inc., he worked at Sws Financial Services for 18 years. Outside of his advisory role, he is involved in property and casualty insurance and health insurance as an owner and agent. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients by offering investment advisory, portfolio management, financial planning, and brokerage services. The firm provides both discretionary and non-discretionary investment solutions through multiple managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities.

Lowell Johnson is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at SWS Financial Services since 2009. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, and institutional clients. The firm offers a range of investment advisory programs, managed accounts, financial planning, and brokerage services, utilizing a platform model with third-party managers and integrated solutions through Hilltop affiliates.

Brittany Griggs is a Series 65-licensed financial advisor at Krilogy in Dallas, TX, with two years of industry experience. Prior to joining Krilogy, she worked at Greenhill School and Spindlemedia. Krilogy serves a diverse clientele including high-net-worth individuals, corporate and institutional clients, and charitable organizations, offering services such as portfolio management, financial planning, and family office support. The firm employs a long-term investment approach guided by an internal Investment Committee and utilizes both active and passive strategies tailored to client needs.

Louis Bruno is a financial advisor at Level Four Advisory Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Level Four Advisory Services since 2021, with prior roles at Level Four Financial, LLC, and Grosse Pointe Investor Services. Outside of advisory work, he serves as president of Grosse Pointe Investor Services, a non-investment related company. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm provides fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of direct management, affiliated sub-advisers, and third-party managers.

Jeffrey Schulz is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding a Series 65 credential and seven years of industry experience. He has worked with several firms, including Burlington Alliance Capital Management and Brookstone Capital Management. Outside of advising, Schulz helps customers with life insurance and annuities through Premier FutureGuard and conducts seminars introducing clients to Integrated Trust Systems. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors, managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing diverse investment strategies and third-party platforms.

Sharon Mora Schulz is a Series 65-registered financial advisor with Avantax Planning Partners, Inc. in Dallas, TX. She has experience spanning recent roles at Cetera and Avantax firms since 2023, along with a prior 17-year tenure at RetireBetter. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and a managed retirement plan platform to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates mainly through a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets as of 2025.

Susanna Hartwig is a financial advisor with Principal Advised Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Principal Securities Inc and Principal Life Insurance Company since 2008 and joined Principal Advised Services in 2022. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models in both non-discretionary recommendations and a discretionary investment management program. The firm is part of the Principal Financial Group family, leveraging operational integration with affiliated entities to offer access to proprietary products and coordinated support.

Bond Cuyos Blackman is an advisor at International Assets Investment Management, LLC based in Dallas, TX. He holds the Series 66 designation and has one year of industry experience, with prior roles at MCI Megatel Capital Investment and Merrill. Outside of finance, he has experience working with Scratch Kitchen & Cocktails and Norman Nerds, as well as involvement with the University of Oklahoma. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm’s independent adviser representatives offer customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, often incorporating third-party money managers, sub-advisers, or wrap programs.

Paul Morris is a financial advisor with Level Four Advisory Services in Dallas, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 52 years of industry experience, including roles at Raymond James Financial Services and Harbor Financial Services. In addition to advisory work, he serves as president of Trinity Financial Corporation, a licensed insurance agency. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and state and municipal entities. The firm provides financial planning, portfolio management, retirement-plan consulting, and fiduciary 3(38) services, utilizing model portfolios and a mix of proprietary and third-party platforms.

Zachary Rumpke is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Fidelity Investments and other firms spanning diverse sectors. 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 tailored financial planning, consulting, and wealth management services using a mix of fundamental and cyclical analysis to build diversified, factor‑tilted portfolios implemented through ETFs, mutual funds, individual securities, and third‑party managers.

Daniel Mauck is a CFP® certificant with 21 years of experience in the financial industry. He has worked at Clintsman Financial Planning from 2004 to 2021 and has been with Lee Financial Company, LLC since 2022. Lee Financial Company provides fee-only financial planning and both discretionary and non-discretionary portfolio management for individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based approach centered on its WholeVision™ planning framework and also manages private pooled investment vehicles and family office services.

Juliana Howe is a financial advisor at Krilogy with a Series 65 credential and one year of industry experience. Prior to joining Krilogy, she worked at FS Advisors for two years. Outside of finance, she has experience managing Florida Beach Horses and has been involved in babysitting for over ten years. Krilogy serves a diverse client base, including high-net-worth individuals, institutional clients, and family offices. The firm employs a long-term investment philosophy with an internal committee managing model portfolios and offers active and passive strategies, customized bond ladders, and alternative investments.

Dana Davidson is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding the PFS™ credential and Series 63 and 65 licenses. He has 34 years of industry experience, including prior roles at Cetera Advisor Networks LLC and his own CPA firm, Dana B. Davidson CPA Company P.C. He serves as a trustee for Judson University and is involved in various business activities including tax accounting, financial services, professional gaming analysis, and movie production. Momentum Independent Network Inc. provides investment advisory, portfolio management, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm uses a variety of discretionary and non-discretionary investment strategies and integrates broker-dealer operations with banking and municipal advisory services through its Hilltop group affiliations.

Colton Baysinger is a financial advisor at Triad Wealth Partners, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sullivan Financial Partners, Caliber Home Loans, and Charles Schwab & Co., Inc. Baysinger is also an insurance agent selling fixed insurance and annuities through International Wealth Management DBA Sullivan Financial Partners. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm uses a model-driven investment process focused on strategic asset allocation and offers sub-advisory investment management, tax-efficient model portfolios, and operational support to RIAs.

Canyon Ceman is a financial advisor at Momentum Independent Network Inc. with three years of industry experience. He holds a Series 66 designation and previously worked for World Wrestling Entertainment from 2012 to 2021. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing third-party managers and integrated solutions with Hilltop affiliates.

Luke Hamblin is a financial advisor with Mutual of Omaha Investor Services, Inc. in Irving, TX. He holds Series 65 and Series 63 licenses and has seven years of industry experience, including roles at Mutual of Omaha Insurance Company and GM Financial. Additionally, he works as an insurance agent specializing in life, health, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs. The firm operates within the Mutual of Omaha group and delivers solutions through platform relationships with Envestnet and Pershing, serving a broad client base with various advisory models.

Brittany Strickland is a financial advisor at Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. She has worked at Level Four Advisory Services since 2021 and at Level Four Financial, LLC since 2016. Outside of her advisory work, she serves as a Finance Committee member at Riddles Bend Baptist Church. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and governmental entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and sub-advisors, with a corporate structure that includes broker-dealer and trust affiliations and services tailored to municipal and tax-exempt strategies.

Dawn Benko is a financial advisor at Level Four Advisory Services with 25 years of industry experience. She holds the ChFC® and Series 66 designations and previously worked at Thrivent Financial and Thrivent Investment Management. Outside of her advisory role, she volunteers as a board member for Veterans on the Lake, a nonprofit serving disabled veterans. Level Four Advisory Services is an SEC-registered enterprise adviser managing over $5 billion across 115 advisors and a diverse client base. The firm provides fee-only financial planning and asset management, utilizing model portfolios developed by an internal committee or sub-advisers, with a range of affiliated financial services supporting custody and trust needs.