Michael Gomez is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group, LLC. Outside of advising, he is the owner of a real estate investment entity, Lamb-S Ear LLC. Prospera Financial Services is a multi-team 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 platforms and programs.

Matthew Davis is a CFP® with 10 years of industry experience. He currently works at Quotient Wealth Partners, LLC and has previously been with Goldman Sachs Personal Financial Management for seven years. Quotient Wealth Partners advises a diverse client base including individuals, trusts, estates, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services using tailored investment programs implemented through ETFs, mutual funds, individual securities, and third-party managers.

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.

Mason Stern is a financial advisor at Cain, Watters & Associates, LLC with 11 years of industry experience. He holds the Series 65 designation and has been with Cain, Watters & Associates PLLC since 2014. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and trustees or plan sponsors of pension and profit-sharing plans. The firm also offers accounting and tax services as a Certified Public Accountancy and manages donor-advised funds through Schwab Charitable.

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 financial advisor at Avantax Planning Partners, Inc. based in Dallas, TX, holding a Series 65 designation. She has experience working with Cetera Wealth Services, LLC since 2025 and has been with Avantax in various roles since 2023. Prior to these positions, she spent 17 years at RetireBetter. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets across more than 7,500 clients as of the end 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.

Paul Morris is a financial advisor at Level Four Advisory Services with over 51 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at Raymond James Financial Services and ownership of several business entities, including an insurance agency where he serves as president. Level Four Advisory Services is an SEC-registered enterprise adviser managing $5.32 billion through 115 advisors. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of internal and third-party management solutions.

Zachary Rumpke is a financial advisor at Quotient Wealth Partners, LLC with three years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Quotient in 2025, he worked at Fidelity Investments and held roles at Cision and the Cincinnati Bengals, among other positions. 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 investment management services using a tailored approach that incorporates ETFs, mutual funds, individual securities, third-party managers, and tax-aware strategies.

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.

La Tunya Hanley is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include positions at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, Avantax Investment Services, TD Ameritrade, J.P. Morgan Securities, and TIAA-CREF. Outside of finance, she worked for Uber Eats for one year. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering ongoing portfolio management and financial planning. The firm utilizes diversified portfolios comprising mutual funds, ETFs, individual equities, bonds, and alternative investments, supported by continuous account monitoring and access to independent managers.

Michael Raitt is a financial advisor at Gradient Securities, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gradient Securities since 2013. In addition to his advisory role, he operates a CPA practice focused on tax preparation and is involved in other business activities including mortgage loan processing, insurance sales, estate planning assistance, and performs as a guitarist in a band. Gradient Securities, doing business as Gradient Wealth Management, serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm provides financial planning, consulting, non-discretionary asset management, and ERISA plan services, often utilizing third-party managers and offering both advisory and commissionable products.

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.

Jerome Deren is a financial advisor with Summit Trail Advisors, LLC in Dallas, TX, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Presidio Capital Advisors LLC, Tiedemann Wealth Management, and Corient Services LLC. Summit Trail Advisors serves a range of clients including high-net-worth individuals, trusts, and institutional clients, providing portfolio management, financial planning, and family-office services. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction across multiple asset classes and outcome objectives.