Benjamin Dethlefs is a financial advisor at Retirement Planners of America with 11 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Retirement Planners of America in 2022, he worked at JP Morgan Chase Bank, JP Morgan Securities, and TD Ameritrade. Outside of his advisory role, he is a passive investor and partner in a private building materials company. 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” strategy focused on capital preservation and tactical rebalancing through model portfolios composed mainly of ETFs and mutual funds.

Janet Broyles is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Advisor Resource Council since 2013 and has also been affiliated with LPL Financial since 2005. Outside of her advisory roles, she manages the Mamie Whitehurst Humphrey Trust in a fiduciary capacity. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and retirement plan consulting. The firm uses actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across a range of portfolio types, including equities, fixed income, alternatives, and options-based techniques.

Lauren Roecker is a financial advisor at Cain, Watters & Associates, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at PricewaterhouseCoopers. Cain, Watters & Associates, LLC provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, individuals, trustees, and plan sponsors. The firm offers various solutions, including ERISA plan advisory, pooled trust offerings, unified managed accounts, and referrals to tax and accounting specialists.

Matthew Frost is a Certified Financial Planner (CFP®) with five years of industry experience. He is currently with Quotient Wealth Partners, LLC and has previously worked at Astoria Strategic Wealth and held roles related to legal and health sciences at Texas Tech University. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving a wide range of clients from non-high-net-worth to high-net-worth. The firm offers tailored financial planning, consulting, and investment management services, employing diversified strategies and technology to manage client portfolios.

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 with six years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Charles Schwab & Co., Inc., Travelex, CETERA Advisor Networks LLC, Himelick Financial Group, and Purshe Kaplan Sterling Investments. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving approximately 20,000 clients across 66 offices, managing nearly $24 billion in assets. The firm offers wealth management services including asset management, financial planning, and retirement plan advice, utilizing a long-term, diversified investment approach supported by both discretionary and non-discretionary management.

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.

Benjamin Biggs is a financial advisor with SageSpring Wealth Partners in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Raymond James Financial Services in various capacities between 2008 and 2016 before joining SageSpring Wealth Partners, where he has been since 2008. He is also president of Biggs Wealth Team, a support company that assists clients with retirement planning and asset management. SageSpring Wealth Partners serves a diverse client base including individual, institutional, and plan sponsor clients. The firm offers discretionary investment management, financial planning, and consulting services, tailoring portfolios using various asset types and employing both fundamental and technical analysis, combined with multi-team resources and institutional capabilities.

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 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.

Heidi Barnett is a financial advisor at Cain, Watters & Associates, LLC with 19 years of industry experience. She holds a Series 65 designation and has been with Cain, Watters & Associates since 2002. 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 donor-advised fund services through Schwab Charitable.

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.