Aidan Jahnke is a financial advisor with Quotient Wealth Partners, LLC in Dallas, TX, holding a Series 65 designation and having one year of industry experience. His prior roles include work at Catapult Solutions Group and teaching positions at the University of North Texas, Collin College, Plano West High School, and Rice Middle School. Outside of finance, he has experience working at Taverna Rossa. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management services to both non-high-net-worth and high-net-worth clients. The firm employs tailored investment programs using ETFs, mutual funds, individual securities, and third-party managers, applying fundamental and cyclical analysis to create diversified, factor-tilted portfolios.

Jeremy Bisceglia is a CFP® professional with 20 years of industry experience, currently serving at Level Four Advisory Services. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Outside of advisory services, he is involved with Level Four Insurance Agency, focusing on insurance sales. Level Four Advisory Services manages approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, implementing client strategies through model portfolios, various wrap platforms, and unaffiliated sub-advisors.

Randall Hardin is a financial advisor at Momentum Independent Network Inc. with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Hilltop Securities Inc. and Wells Fargo. Outside of his advisory role, he has been affiliated with Plano West High School since 2007. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers a range of advisory and brokerage services, utilizing third-party managers and integrated platforms to deliver customized investment solutions.

Wendy Hosner is a financial advisor with Level Four Advisory Services in Dallas, TX, holding a Series 66 credential and 21 years of industry experience. Her prior roles include positions at Ameriprise Financial Services and Wells Fargo Advisors. She assists in the preparation of financial plans as a paraplanner within her firm. Level Four Advisory Services is an SEC-registered enterprise adviser managing over $5 billion across 115 advisors and a diverse client base that includes individuals, retirement plans, corporations, and nonprofit organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios developed by an internal Investment Committee or sub-advisers.

Justin Luddeke is a CFP® with 17 years of experience and currently serves as a financial advisor at LEE Financial Company, LLC in Dallas, TX. He has worked with Lee Financial Corporation since 2013. LEE Financial Company 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 using its WholeVision™ planning framework and offers services including family office and foundation management, with tailored portfolios that incorporate a range of investment types.

Christian Jones is a financial advisor with Hilltop Securities Inc. in Dallas, TX. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Fidelity Investments and Pollard Ford. Hilltop Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and broker-dealer services with a range of managed account programs, financial planning, and retirement-plan advisory solutions. The firm operates an open-architecture platform and combines custody, banking, and market-making capabilities.

Alejandra Navarro is a financial advisor at CoreCap Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Ameritas Investment Corp., CCF Investments, and Capital Choice Financial Services. Outside of her advisory work, she is involved as a driver delivering U.S. mail for Tracie McCormick Trucking. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and works with sub-advisors and third-party asset managers.

Kari Kirkley is a financial advisor at Level Four Advisory Services in Dallas, TX, with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Level Four Advisory Services since 2018, also working with Level Four Financial, LLC since 2016. Outside of her advisory role, Kirkley is active in Rotary International, serving as a Youth Exchange Officer and volunteering approximately 40 hours per month. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a combination of internal and third-party platforms and sub-advisors.

Austin Collins is a financial advisor with Prospera Financial Services, Inc. based in Dallas, TX. He holds the Series 63 and Series 65 designations and has one year of industry experience. His prior work history includes roles at Cobra Trading, Cambridge Investment Research, and SmartPro Financial. Outside of advisory work, Collins has been employed in food and beverage services and quality assurance contracting. 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 programs and platforms.

Carson Graves is a financial advisor with Gradient Advisors, LLC in Arlington, TX, holding Series 63, 65, and 66 licenses and nine years of industry experience. He has been with Gradient Advisors since 2017 and operates Carson Enterprise, a retirement education center, since 2007. Outside of financial advising, he is also involved in residential real estate as a licensed realtor and owns Retirement EDU Financial, a retirement and financial planning business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm primarily works through third-party money managers and investment advisor representatives, employing a non-discretionary operating model that integrates fundamental, technical, and cyclical analysis in portfolio management.

Nicholas Beare is a CFA® charterholder with 36 years of industry experience, currently serving as a financial advisor at Stephens since 2005. He is based in Dallas, TX, and holds the Series 63 license. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm employs a combination of bottom-up security selection and top-down fixed-income management through various investment committees and programs, supported by integrated broker-dealer and investment banking operations.

Adam Recker is a CFP® and CFA® with nine years of industry experience. He has been with The Mather Group, LLC since 2017 and previously worked at First Financial Bank from 2011 to 2017. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customized portfolio options and integrates tax synchronization and AI-assisted market analysis while maintaining human oversight.

Mark Lanyon is a CFA® charterholder based in Dallas, TX, with five years of industry experience. He has worked at Turtle Creek Management LLC since 2014. Turtle Creek Trust provides investment management and advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities, primarily through separately managed accounts. The firm manages approximately $3.66 billion in assets and employs a fundamental analysis-driven, multi-capitalization equity strategy supplemented by fixed income and balanced approaches.

Kimberly Miller is a financial advisor at Level Four Advisory Services with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Kestra Financial, Capital One Investing, and Hilltop Securities. Miller also serves in compliance and managing director roles within affiliated entities at Level Four Advisory Services. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 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 range of affiliated and third-party sub-advisers.

James Stone is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at Momentum Independent Network Inc. and has a background that includes involvement with the Northern Tier National High Adventure Base. Hilltop Securities serves individual investors, including high-net-worth clients, and institutional clients such as corporate and retirement-plan sponsors. The firm offers a range of investment advisory and broker-dealer services on an open-architecture platform, featuring both third-party and firm-sponsored strategies with capabilities in custody, banking, and market-making.

Allen Coskrey is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Prospera since 2004. Outside of his advisory role, he is the owner of PBR Bucking Bulls. Prospera Financial Services, Inc. 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 with financial planning, portfolio management, and multiple advisory programs, incorporating both discretionary and non-discretionary account management.

Jennifer Gist Hall is a financial advisor at Momentum Independent Network Inc. with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Intrua Financial LLC, LPL Financial, PFS Investments Inc., and Primerica Financial Services. Outside of her advisory work, she is involved with Solex Global, a wellness company, and serves as a brand partner for Counter, a health and beauty product sales business. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm offers a range of investment advisory programs and financial planning solutions, leveraging third-party managers and integrated affiliate relationships for model delivery and municipal bond strategies.

Tammy Milliorn is a financial advisor at Hilltop Securities Inc. with 36 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Truist Investment Services, Inc. and BB&T Securities. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement-plan consulting, and operates with a combination of custody, banking, and market-making capabilities.

Jessica Ebuen is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation with 13 years of industry experience. She previously worked at The Huntington Investment Company for 10 years before joining Prospera in 2021. 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, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

James Yahoudy is a financial advisor at Aptus Capital Advisors, LLC in Grapevine, TX, with 16 years of industry experience. He holds a Series 66 designation and has worked at Aptus since 2020, following seven years at TD Ameritrade and most recently with Quasar Distributors, LLC. Aptus Capital Advisors manages approximately $14.47 billion and serves individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm offers a range of advisory services including portfolio management, financial planning, and model-portfolio subscriptions, primarily implementing strategies through ETFs with a focus on balancing market participation and risk mitigation.