John Surenkamp is a Series 65-licensed financial advisor with five years of industry experience, currently with Apollon Wealth Management, LLC. Prior to joining Apollon, he worked as an Investment Adviser Representative and was involved with Spirit Halloween Superstores, LLC. He is also the president and owner of Sage Annuities LLC, a company that sells fixed and indexed annuities. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and other entities, offering a range of financial planning and portfolio management services supported by both centralized and local investment strategies.

Jeffrey Keene is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Hilltop Securities Inc. and Edward Jones. Outside of finance, he is also a contract musician and has performed drums and percussion for various churches, musicals, and nonprofit organizations since 2002. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing a platform model with third-party managers and integration with Hilltop affiliates.

Linda Mills is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 63 designation and 48 years of industry experience. She has worked at Morgan Stanley and Citigroup Global Markets before joining Advisor Resource Council in 2012. Mills also provides investment advisory services through her own registered investment advisor business affiliated with Advisor Resource Council. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies, supplemented by third-party platforms and sponsored programs to align with client objectives.

James Ryan is a CFP®-certified financial advisor with 33 years of industry experience, currently at Prospera Financial Services, Inc. since 2020. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Ryan also has a rental property business in Leawood, KS, which contributes a minor portion of his annual income. 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 multiple advisory platforms.

Jordan Jensen is a Series 65-licensed financial advisor at Savvy with six years of industry experience. He has worked at several firms, including ONE Advisory Partners, Soltis Investment Advisors, CapFinancial Securities, CAPTrust, and Northern Trust. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using primarily index-based, long-term strategies alongside active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and sub-adviser strategies.

Shei Unger is a CFP® with 19 years of industry experience, currently serving at Simon Quick Advisors, LLC since 2025. Prior to joining Simon Quick, she worked at Northern Trust Securities, Northern Trust Bank, BNY Mellon, Merrill, and Banc of America Investment Services. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations with wealth management, investment consulting, and financial planning. The firm uses a combination of quantitative analysis and in-person due diligence to allocate client assets across independent managers, mutual funds, ETFs, and private investments, and offers additional services including tax planning, compliance, and administrative support.

Janet Broyles is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses with 42 years of industry experience. She has worked with LPL Financial since 2005 and with Advisor Resource Council since 2013. Broyles also manages the Mamie Whitehurst Humphrey Trust in a fiduciary capacity. Advisor Resource Council serves individuals, retirement plans, charitable organizations, and business entities, providing asset management, financial planning, and consulting services through a network of investment adviser representatives. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies, and supports custom solutions including option-based strategies.

Matthew Frost is a CFP® with six years of industry experience, currently serving as a financial advisor at Quotient Wealth Partners, LLC. Prior to joining Quotient in 2024, he worked at Astoria Strategic Wealth from 2020 to 2024 and held various roles including positions at Texas Tech University and LexisNexis. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm offers customized financial planning and investment management using diversified, factor-tilted portfolios and tools for held-away account management, supported by a multi-advisor team and partnerships that enhance operational capabilities.

Melina Trevino is a financial advisor at Level Four Advisory Services with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research Advisors, Granite Financial Group, and Fidelity Investments. Trevino is also an insurance license holder, though she is not currently active in that capacity. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across more than 13,000 client relationships. The firm serves a diverse client base with fee-only financial planning, discretionary and non-discretionary asset management, and retirement plan advisory services, utilizing model portfolios and both affiliated and third-party sub-advisers.

Richard Knocke is a financial advisor at Turtle Creek Trust in Dallas, TX, holding a Series 66 designation with 18 years of industry experience. He has worked at Enceladus Investment Management, LLC since 2007. Turtle Creek Trust provides investment management and advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a fundamental analysis-based, multi-capitalization equity strategy supplemented by fixed income and balanced approaches, managing approximately $3.66 billion in assets across about 105 client relationships.

Daniel Garcia is a financial advisor at Merit Financial Advisors in Southlake, TX, holding Series 66 and Series 63 registrations with six years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Charles Schwab & Co., Inc., and Travelex. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm uses a long-term, diversified asset allocation approach with centrally managed portfolios and offers both discretionary and non-discretionary account options.

John Coyle is a financial advisor at Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. His prior roles include positions at Hilltop Securities Inc. and Oppenheimer. Momentum Independent Network serves a diverse client base including individuals, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage services. The firm uses a platform model that incorporates third-party managers and Envestnet for investment advice, account management, and offers various managed account options along with integration with Hilltop affiliates for municipal bond strategies and cash management features.

Ashley Stephenson is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at Parallel Advisors, LLC since 2023 and previously spent two years at Ellevest and seven years at Tolleson Wealth Management. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach using fundamental, technical, and cyclical analysis across multiple asset classes and incorporates technology platforms for tax-efficient rebalancing and held-away account management.

Clayton Taylor is a financial advisor at Hilltop Securities Inc. with one year of industry experience. He holds the Series 66 designation and has previous work experience at Texas A&M University, Plainscapital Bank, and Camp Longhorn. Hilltop Securities serves individual, high-net-worth, and institutional clients by providing investment advisory and broker-dealer services, including managed accounts, financial planning, and retirement-plan consulting. The firm offers an open-architecture platform with discretionary and non-discretionary management options and combines custody, banking, and market-making capabilities.

Danny Boyce is a CFP® and CFA® with 26 years of industry experience. He has been with Lee Financial Corporation since 1999. Outside of his advisory role, Boyce serves as founder, treasurer, and chairman of the board for the Flubert Foundation, a private charitable organization, and is involved in volunteer leadership and investment activities for the Allen Park Foundation and other nonprofit entities. Lee Financial Company, LLC is a multi-team firm that provides fee-only financial planning and discretionary and non-discretionary portfolio management to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based model centered on its WholeVision™ planning framework and serves as investment adviser to private pooled investment vehicles while offering family office and foundation services.

Michael Gomez is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has worked at Prospera since 2005, following prior roles at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets, serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, and access to multiple advisory platforms, combining discretionary and non-discretionary account management with various investment models and third-party managers.

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.