Emma Egan is a financial advisor at Soltis Investment Advisors, LLC with three years of industry experience. She previously worked at Fisher Investments for five years and has held roles at Learfield IMG and the University of Oregon. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base, including individuals, institutions, and trusts. The firm manages approximately $13 billion in client assets and employs an investment process based on Modern Portfolio Theory, combining quantitative screening with qualitative manager due diligence across a range of asset types.

Colin Green is a CFA® charterholder and holds a Series 65 license with one year of industry experience. He is currently with Western Wealth Management LLC in Dallas, TX, having previously worked at Blueheel LLC, Belmont Group, Inc., Aprisent Financial Group, and Cloverdale Capital Management. His background also includes roles at the Veterans Affairs - National Institute of Health and Southern Methodist University. Western Wealth Management serves a diverse client base, including high-net-worth individuals, corporations, retirement plans, and institutional clients. The firm operates a decentralized network of investment adviser representatives, providing a range of portfolio management and financial planning services through multiple model portfolios and investment strategies.

Erin Thomas is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Prospera in 2022, she worked at Tiago Title and US Realty Co, and spent over two decades at Spring Creek Academy. Outside of her advisory role, she also participates in part-time grocery delivery through Shipt and Instacart. 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 other business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Markham Hawkins is a financial advisor at Quotient Wealth Partners, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mercer Allied Company, CETERA Advisor Networks, Goldman Sachs Personal Financial Management, and Girard Securities. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and wealth management services. The firm employs tailored investment programs using ETFs, mutual funds, individual securities, and third-party managers, combining fundamental and cyclical analysis to build diversified, factor-tilted portfolios.

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.

Nickolas Moes is a financial advisor with Verity Asset Management in Southlake, TX, holding a Series 65 credential and six years of industry experience. Prior to joining Verity in 2022, he worked at Aversin Financial Associates and National Financial Services LLC. Outside of his advisory role, he is involved in several consulting and business ventures, including serving as CEO of Structured Pension, LLC and Structured Financial Group, LP, which provide insurance and tax services. Verity Asset Management is a multi-team SEC-registered advisory firm managing approximately $1.15 billion for individuals, retirement plan sponsors, institutional clients, and registered investment advisers. The firm emphasizes a model-based investment process with tactical asset allocation and offers both internally managed and third-party strategies, as well as sub-advisory and retirement consulting services.

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.

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.

Matthew Deno is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Manulife Asset Management (US) LLC since 2012 and has been affiliated with John Hancock and its related entities since 2002. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted model with third-party financial planning software to deliver generally framed written recommendations, serving a high client load per advisor.

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.