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.

Louis Bruno is a financial advisor at Level Four Advisory Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Level Four Advisory Services since 2021, with prior roles at Level Four Financial, LLC, and Grosse Pointe Investor Services. Outside of advisory work, he serves as president of Grosse Pointe Investor Services, a non-investment related company. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm provides fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of direct management, affiliated sub-advisers, and third-party managers.

Mason Stern is a financial advisor at Cain, Watters & Associates, LLC with 11 years of industry experience. He holds the Series 65 designation and has been with Cain, Watters & Associates PLLC since 2014. 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 manages donor-advised funds through Schwab Charitable.

Jeffrey Schulz is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding a Series 65 designation and seven years of industry experience. His prior roles include positions at Burlington Alliance Capital Management and Direct Solar of America. Outside of advisory work, he is a managing member of Premier FutureGuard, where he assists customers with life insurance and annuities, and he conducts seminars for Integrated Trust Systems to introduce their services. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, and retirement consulting through a network of advisers, utilizing a range of investment strategies and third-party platforms.

Sharon Mora Schulz is a financial advisor at Avantax Planning Partners, Inc. based in Dallas, TX, holding a Series 65 designation. She has experience working with Cetera Wealth Services, LLC since 2025 and has been with Avantax in various roles since 2023. Prior to these positions, she spent 17 years at RetireBetter. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets across more than 7,500 clients as of the end of 2025.

Susanna Hartwig is a financial advisor with Principal Advised Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Principal Securities Inc and Principal Life Insurance Company since 2008 and joined Principal Advised Services in 2022. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models in both non-discretionary recommendations and a discretionary investment management program. The firm is part of the Principal Financial Group family, leveraging operational integration with affiliated entities to offer access to proprietary products and coordinated support.

Nora Brazier is a financial advisor at B. Riley Wealth Advisors, Inc. with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Stifel Nicolaus & Co Inc and Merrill. Brazier is also involved with Eisenhauer Wealth Management, a marketing name for financial securities business conducted through B. Riley Wealth Management. B. Riley Wealth Advisors provides investment advice and portfolio management to individuals, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a variety of programs including advisor-managed portfolios, third-party managed programs via the Envestnet platform, and internally managed models, overseeing approximately $4.21 billion in client assets.

Paul Morris is a financial advisor at Level Four Advisory Services with over 51 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at Raymond James Financial Services and ownership of several business entities, including an insurance agency where he serves as president. Level Four Advisory Services is an SEC-registered enterprise adviser managing $5.32 billion through 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 combination of internal and third-party management solutions.

Zachary Rumpke is a financial advisor with Quotient Wealth Partners, LLC in Dallas, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Fidelity Investments, Cision, and the Cincinnati Bengals. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans with financial planning, consulting, and investment management, using diversified portfolios that incorporate low-cost ETFs, individual securities, and tax-aware strategies. The firm supports both mass affluent and high-net-worth clients and employs a range of operational tools and third-party platforms to manage and rebalance accounts.

Daniel Mauck is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Lee Financial Company, LLC since 2022. Prior to this, he worked at Clintsman Financial Planning for 17 years. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, utilizing a team-based model and an Investment Committee to oversee asset allocation and manager selection. The firm offers a range of services including retirement plan consulting, foundation management, and acts as an active private fund sponsor.

Juliana Howe is a financial advisor at Krilogy with a Series 65 credential and one year of industry experience. Prior to joining Krilogy, she worked at FS Advisors for two years. Outside of finance, she has experience managing Florida Beach Horses and has been involved in babysitting for over ten years. Krilogy serves a diverse client base, including high-net-worth individuals, institutional clients, and family offices. The firm employs a long-term investment philosophy with an internal committee managing model portfolios and offers active and passive strategies, customized bond ladders, and alternative investments.

Michael Raitt is a financial advisor at Gradient Securities, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gradient Securities since 2013. In addition to his advisory role, he operates a CPA practice focused on tax preparation and is involved in other business activities including mortgage loan processing, insurance sales, estate planning assistance, and performs as a guitarist in a band. Gradient Securities, doing business as Gradient Wealth Management, serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm provides financial planning, consulting, non-discretionary asset management, and ERISA plan services, often utilizing third-party managers and offering both advisory and commissionable products.

James Martin is a financial advisor at Hilltop Securities Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hilltop Securities since 2016. Outside of his advisory role, Martin is involved in entertainment through BYO Musicians, where he plays guitar and books music engagements for events. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering a range of investment advisory and brokerage services. The firm combines custody, banking, and market-making capabilities and employs an open-architecture platform with both third-party and firm-sponsored investment strategies.

Dana Davidson is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding the PFS™ credential and Series 63 and 65 licenses. He has 34 years of industry experience, including prior roles at Cetera Advisor Networks LLC and his own CPA firm, Dana B. Davidson CPA Company P.C. He serves as a trustee for Judson University and is involved in various business activities including tax accounting, financial services, professional gaming analysis, and movie production. Momentum Independent Network Inc. provides investment advisory, portfolio management, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm uses a variety of discretionary and non-discretionary investment strategies and integrates broker-dealer operations with banking and municipal advisory services through its Hilltop group affiliations.

Jerome Deren is a financial advisor at Summit Trail Advisors, LLC with 10 years of industry experience. He holds the Series 66 and Series 65 designations and previously worked at Tiedemann Wealth Management for eight years. He is based in Dallas, TX. Summit Trail Advisors serves a diverse client base including individuals, business entities, trusts, estates, charitable organizations, pension and profit‑sharing plans, and institutional clients. The firm employs an open-architecture investment process focused on asset allocation, investment selection, and portfolio construction across multiple asset classes and outcome categories.

Colton Baysinger is a financial advisor at Triad Wealth Partners, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sullivan Financial Partners, Caliber Home Loans, and Charles Schwab & Co., Inc. Baysinger is also an insurance agent selling fixed insurance and annuities through International Wealth Management DBA Sullivan Financial Partners. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm uses a model-driven investment process focused on strategic asset allocation and offers sub-advisory investment management, tax-efficient model portfolios, and operational support to RIAs.

Brian Hart is a CFP® professional with 17 years of experience in financial advising. He currently works at SageSpring Wealth Partners and previously spent 11 years with Raymond James Financial Services. Hart operates an independent support company as an independent contractor. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors. The firm provides discretionary investment management, financial planning, and retirement plan consulting, tailoring portfolios to client objectives and utilizing a range of investment strategies and third-party manager relationships.

Canyon Ceman is a financial advisor at Momentum Independent Network Inc. with three years of industry experience. He holds a Series 66 designation and previously worked for World Wrestling Entertainment from 2012 to 2021. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing third-party managers and integrated solutions with Hilltop affiliates.

Joseph Turek is a Certified Financial Planner® with eight years of experience in the financial services industry. He is currently with Foundations Investment Advisors LLC in Plano, TX and has previously worked at firms including Hilltop Securities, Merrill, Bank of America, Charles Schwab, Fidelity Investments, and Pdq. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of close to 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, utilizing tailored asset allocations and a broad range of investment products.