Happy Franklin is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 66 credentials and over 25 years of industry experience. His prior roles include positions at Securities America Advisors, SWS Financial Services, Wells Fargo Clearing, and A. G. Edwards & Sons. He serves as an at-large board member for the Rotary Club of Park Cities. 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 offers financial planning, asset and portfolio management, retirement plan consulting, and fiduciary services, implementing client strategies through model portfolios, wrap platforms, and sub-advisors.

Richard Goodwin is a financial advisor at Realta Investment Advisors, Inc. with 33 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation as well as Series 63 and Series 65 licenses. Prior to joining Realta in 2023, he spent 14 years at Titan Securities. Outside of advising, Goodwin is a partial owner of a restaurant business and operates a tax-focused financial services firm. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, pension and profit-sharing plans, and various institutional clients. The firm emphasizes individualized advice based on client goals, risk tolerance, and time horizon, utilizing diversified asset allocation and managing portfolios through in-house or third-party managers.

Mccall Dyke is a CFP® professional with 22 years of industry experience, currently affiliated with Prospera Financial Services, Inc. She has previously worked at Summit Financial Group Inc. and Summit Brokerage Services, Inc. Dyke also owns and operates Hello Sunshine Children's Boutique, a retail business unrelated to investment advisory services. 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, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

Linda Young is a financial advisor at Arax Advisory Partners with 28 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments and Linsco/Private Ledger Corp. Outside of advisory work, she serves on the advisory board for Methodist Dallas Medical Center and operates a small antiques and collectibles business through eBay. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using in-house teams, external managers, and a blend of traditional and alternative investments, supported by AI tools and third-party analytics.

Gayle Terry is a financial advisor with Arax Advisory Partners in Dallas, TX, holding the Series 63 and Series 65 designations and having 41 years of industry experience. She previously worked at U.S. Capital Wealth Advisors, LLC, USCA Securities LLC, USCA RIA LLC, and RBC Capital Markets Corporation. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and private fund advisory, utilizing both in-house and external managers along with alternative investments and AI-supported research tools.

James Webb is a CFP® and Series 65 credentialed advisor at Advisor Resource Council with four years of industry experience. Prior to joining Advisor Resource Council, he worked at LPL Financial and Generations Financial Management. Outside of his financial advisory role, he is involved in video production through The Element Wild LLC, a YouTube content creation business. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and businesses. The firm combines artificial intelligence with traditional analysis to manage assets and provide financial planning, offering model and customized investment strategies through a network of adviser representatives.

Joshua Perry is a financial advisor with Brighton Jones LLC in Dallas, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience, previously working at Charles Schwab & Co., Inc. before joining Brighton Jones. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support. The firm employs a whole-balance-sheet approach and utilizes affiliated entities for private investment management and fiduciary services.

Hunter Satterfield is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 credential and 17 years of industry experience. He has been with Cain, Watters & Associates, P.L.L.C. since 2007. Outside of his advisory role, Mr. Satterfield has minority ownership interests in Tectonic Financial, Inc. and several related entities that provide services and referrals specific to clients’ business industries. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management primarily to dental healthcare professionals, individual investors, and pension or profit-sharing plan sponsors. The firm combines accounting and tax services with multiple investment programs and a formal affiliation with a banking institution, focusing on a largely non-discretionary asset base.

Dennis Ashby is a financial advisor at Momentum Independent Network Inc. with 41 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at IMS Financial Advisors, Inc. and IMS Securities, Inc. Ashby serves as a volunteer on the Board of Directors Finance Committee for Eagle Lake Recreation Center. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing a platform model that integrates third-party managers and affiliated municipal bond strategies.

James Shafer is a CFP® with 19 years of experience in the financial industry. He is affiliated with Momentum Independent Network Inc. and has worked at Sws Financial Services since 2011, following three years at Waddell & Reed. Shafer serves on the board of the Amarillo Area Estate Planning Council. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities within the Hilltop group.

Christopher Pate is a financial advisor with True North Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at True North Advisors since 2019 and serves as Managing Director of Western Commerce Group, LLC, a holding company of a broker/dealer, where he is involved in private equity. Prior to this, he was with Western Strategic Advisors, LLC and Western Research & Management, LLC from 2011 to 2018. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions with financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach with a focus on value-oriented strategies, combining manager due diligence and quantitative tools to set client allocations and model outcomes.

Donald Johnson is a financial advisor at BOK Financial Securities, Inc. with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fidelity Investments. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients with non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led contact with investment research and asset allocation by Strategic Investment Advisors.

John Rutledge Sr. is a financial advisor at Hilltop Securities Inc. in Dallas, TX, with 30 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Hilltop Securities since 2016. Rutledge is involved in community activities, serving as a board member of the Highland Park High School Alumni Association and participating in the Salesmanship Club of Dallas, including volunteer roles at the Byron Nelson Championship. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm uses an open-architecture platform and offers a range of managed account programs, including municipal bond strategies co-advised by Franklin Templeton Group and sub-advised by Western Asset Management.

Christopher Pascuzzi is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 19 years of industry experience. He holds a Series 66 designation and has been with Prospera since 2008, following a one-year tenure at Citigroup Global Markets. Pascuzzi is also the owner and advisor of PSE Wealth Management, an independent financial planning and investment services firm. Prospera Financial Services 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, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Katie McMahon is a financial advisor at Hilltop Securities Inc. in Dallas, TX, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hilltop Securities since 2016. Hilltop Securities serves both individual and institutional clients, offering a range of advisory and broker-dealer services including managed accounts, financial planning, and retirement-plan consulting. The firm combines custody, banking, and market-making capabilities, providing clients access to diverse investment strategies and open-architecture platforms.

James Jones is a financial advisor at Hilltop Securities Inc. in Dallas, TX, with 50 years of industry experience. He has been with Hilltop Securities since 2000 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he manages Elan Associates, LLC, which holds intellectual property related to trading software. Hilltop Securities Inc. provides brokerage, execution, 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 offers a range of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform.

Ronald Staton is a financial advisor with Coppell Advisory Solutions LLC and holds a Series 65 designation. He has 11 years of industry experience and has previously worked at Virtue Capital Management, LLC. He is also president of Staton Financial Group, where he sells life insurance, long-term care insurance, and fixed annuities. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses an open-architecture platform and combines tailor-made asset allocation models with fundamental and technical analysis to implement strategies consistent with client objectives.

Casey Waits is a financial advisor at Prospera Financial Services, Inc. with 31 years of industry experience. He has been with Prospera since 2000. Outside of his advisory role, he serves as Treasurer for a nonprofit organization supporting the Frisco Mayor, with no involvement in financial control or compensation. Prospera Financial Services 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, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Hannah Murray is a financial advisor with Thrivent Advisor Network, LLC in Plano, TX, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior work history includes roles at Thrivent Financial, National Financial Services LLC, Fidelity Investments, MML Investors Service, LLC, Andrew Associates, and Kohls. Thrivent Advisor Network provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using low-cost mutual funds and ETFs, supported by continuous account monitoring and access to independent managers and model portfolios.

Ari Baum is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 credentials with 25 years of industry experience. He has been with Prospera Financial Services since 2014. Outside of his advisory role, Baum serves on the finance committee of Magen David Yeshiva, is a board member and treasurer for the Council of Jewish Organizations of Flatbush, and coaches track and field at Yeshiva of Flatbush High School. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.