Deborah Todd is a financial advisor with Momentum Independent Network Inc. in Tyler, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Sws Financial Services since 2010. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage relationships, offering a range of investment advisory programs, managed accounts, financial planning, and retirement plan consulting. The firm utilizes a platform model with third-party managers and integrates with Hilltop affiliates to provide municipal bond strategies and bank-sweep deposit programs.

Benjamin Newport is a CFP® with 10 years of industry experience, currently affiliated with Retirement Planners of America. He has been with MMWKM Advisors, LLC since 2015 and serves as a munitions section supervisor in the Texas Air National Guard, where he has been active since 2009. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants. The firm employs an “Invest and Protect” approach that focuses on capital preservation and tactical rebalancing, using model portfolios largely composed of ETFs and mutual funds.

Steven Anderson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Mutual/United Of Omaha Insurance Company since 1996. Anderson served as President of NAIFA-Dallas from 2011 to 2012 and has been a volunteer national committee member on the NAIFA-Dallas board since 2019. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

William Atkins Jr. is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Advisor Resource Council and affiliated with LPL Financial since 2015. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies that integrate artificial intelligence tools with traditional fundamental analysis across various portfolio types, including equities, fixed income, alternatives, and options-based techniques.

Avery Vanechanos is a financial advisor at Hilltop Securities Inc. based in Dallas, TX, with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including NEXT Financial Group and Momentum Independent Network Inc. Outside of his advisory roles, he has experience with organizations such as Texas Christian University and TCU Athletics. Hilltop Securities serves individual and institutional clients, offering investment advisory and broker-dealer services on an open-architecture platform that includes third-party and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities, and provides specialized municipal bond strategies along with various program services.

Brian Lane is a CFP® with 10 years of experience in the financial advisory industry. He currently works at The Mather Group, LLC and previously held roles at Morgan Stanley and JP Morgan. Outside of his advisory work, he is engaged as a contractor for Uber in the automotive and transportation sector. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with customizable strategies and incorporates AI tools for market data and client communications while maintaining human oversight.

Robert Albritton Jr. is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 39 years of industry experience. He holds a Series 63 designation and has been with Prospera since 2000. Outside of his advisory role, he serves as a trustee and executor for two marital estates and trusts. Prospera Financial Services, Inc. is an enterprise-scale firm that manages approximately $12.4 billion across 207 advisors and about 140 offices. The firm serves individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through various platforms and customizable portfolio management options.

Robert Bourland is a financial advisor with Arax Advisory Partners in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies.

Garrett Frost is a financial advisor at Geneos Wealth Management, Inc. He holds the Series 66 designation and has three years of industry experience. His prior work includes roles at Cetera, North Star Resource Group, and Minnesota Life Insurance. Outside of advisory work, he has experience in fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm provides financial planning, portfolio management, and access to third-party money managers through various programs, employing a range of investment strategies including fundamental and technical analysis, with both customized and model-based accounts.

Jason Poe is a financial advisor with SageSpring Wealth Partners in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Raymond James Financial Services from 2006 to 2024 before continuing his career at SageSpring Wealth Partners since 2006. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional clients, and plan sponsors, offering customized portfolios that integrate a variety of investment vehicles and strategies. The firm combines multi-team scale with institutional expertise and provides discretionary investment management, financial planning, retirement plan consulting, and access to third-party managers and OCIO/TAMP programs.

Karee Sampson is a financial advisor at Arax Advisory Partners in Dallas, TX, with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Sampson serves as co-trustee and power of attorney for her spouse's trust and is a member of the Presidential Advisory Board at UT Southwestern Medical Center. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, and is notable for its use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

Robert Fraim is a financial advisor with Level Four Advisory Services and holds Series 63 and Series 65 licenses. He has 41 years of industry experience and has worked with Mid-Atlantic Securities, Inc. since 1991. Fraim also works as an independent life insurance agent on a limited basis. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, utilizing model portfolios and both affiliated and unaffiliated sub-advisers.

Erwan Bertrand is a financial advisor with Advisor Resource Council in Dallas, TX. He holds a Series 65 credential and has one year of industry experience. His prior work includes roles at Boussard & Gavaudan and Caceis, as well as academic positions at Skema Business School and IAE Lille. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting through a network of advisers. The firm integrates artificial intelligence with traditional fundamental analysis across various model portfolios and separately managed accounts, tailored to different client segments.

Richard Jones is a financial advisor with Advisor Resource Council based in Dallas, TX. He holds Series 63 and Series 66 licenses and has four years of industry experience, including roles at LPL Financial LLC and Cambridge Investment Research Advisors. Outside of his advisory work, he is also a licensed independent insurance agent and a life coach. Advisor Resource Council provides asset management, financial planning, and retirement plan consulting services to individuals, families, retirement plans, charitable organizations, and business enterprises. The firm uses a combination of AI-driven model portfolios and traditional fundamental analysis, offering tailored investment strategies across various account sizes and coordinating estate-planning document preparation through independent legal professionals.

Chandler Johnson is a financial advisor with BFC Planning, Inc. based in Dallas, TX. He holds a Series 65 designation and began his career in the industry in 2026. Prior to joining BFC Planning, he worked at American Airlines and several other companies in various roles. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent advisor representatives.

Riley Dauzat is a financial advisor at Merit Financial Advisors with Series 66 credentials and one year of industry experience. Prior to joining Merit, he held roles at PKS Investments and LPL Financial. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plan sponsors, charitable organizations, and other institutions. The firm employs a long-term, diversified investment approach using model portfolios and customizable modular sleeves, supported by a central Investment Management team and an Investment Committee.

Joseph Mcdonald is a financial advisor with Capital Investment Advisors, LLC in Dallas, TX. He holds the Series 63, Series 65, and Series 66 designations and has 28 years of industry experience, including prior roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Capital Investment Advisors serves individual, high-net-worth, and institutional clients with discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform featuring standardized asset-allocation models and actively managed portfolios, supported by specialized in-house estate and tax planning resources.

Donald Peterson is a financial advisor at Balefire, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Integrity Alliance, Lion Street Financial, Purshe Kaplan Sterling Investments, Fuse Partners, and LPL Financial. Peterson is also involved in providing fixed insurance and non-securities insurance planning for private wealth clients. Balefire serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, trusts, and business entities, offering discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm uses a team-based investment process with an Investment Committee that develops model portfolios following a core-plus-tactical philosophy, employing third-party research and sub-advisors to implement strategies across various asset classes.

Lauren Williams is a financial advisor at SageSpring Wealth Partners with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including UBS Financial Services, Raymond James Financial Services, Comerica Securities, and MassMutual Life Insurance. SageSpring Wealth Partners serves a diverse client base ranging from non-high-net-worth individuals to institutional clients such as retirement plans and sovereign wealth funds. The firm offers tailored discretionary investment management, financial planning, and consulting services, utilizing a range of investment strategies and third-party manager relationships.

Abraham Mansour Sr. is a CFP® professional with 27 years of industry experience, currently serving at Advisor Resource Council in Plano, TX. He has been with Advisor Resource Council since 2013 and has also worked with LPL Financial since 2011. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies that integrate artificial intelligence tools with traditional fundamental analysis and offers both discretionary and nondiscretionary portfolio management through a network of investment adviser representatives.