Nicholas Beare is a CFA® charterholder based in Dallas, TX, with 37 years of industry experience. He has been with Stephens since 2005. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a broad range of advisory services, brokerage, investment banking, and research, combining bottom-up equity analysis with committee-driven asset allocation and alternative investments.

Eric Lardner is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at OneAmerica Securities and American United Life. Outside of advising, he is involved in the sales of fixed insurance products through Abundant Wealth Management Inc. Sound Income Strategies is a fee-based investment adviser serving a diverse client base, including individuals, corporate and pension clients, other advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies, actively manages portfolio risk through fundamental and technical analysis, and offers services such as financial planning, ERISA plan services, and ETF sub-advisory.

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.

Matthew Klotsche is a financial advisor with Retirement Planners of America in Plano, TX. He holds a Series 65 designation and has three years of industry experience. Prior to joining Retirement Planners of America, he worked for the San Diego Padres for seven years. Outside of advising, Mr. Klotsche has been a partner in Protected Patriots, LLC, a business selling safety stickers and apparel, which is currently being wound down. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants through wrap-fee programs. The firm employs an “Invest and Protect” strategy emphasizing capital preservation and tactical rebalancing using model portfolios mainly composed of ETFs and mutual funds.

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.

Kole Johnson is a Series 66 licensed advisor at Hilltop Securities Inc. in Dallas, TX, with one year of industry experience. His prior work includes roles at Lemnis Capital and Margaritaville, as well as experience outside the financial sector. Hilltop Securities Inc. offers brokerage, advisory, and retirement-plan consulting services to a diverse client base, managing approximately $2.25 billion in assets. The firm provides investment solutions through an open-architecture platform with a range of adviser-managed and model-based programs, supported by unique custody capabilities and specialized municipal bond strategies.

Seth Halley is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Tyson Foods/GDH Consulting. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates strategic allocation models, manager selections, and advanced analytics within the broader Goldman Sachs network to tailor solutions for client objectives.

Anna Apodaca is a CFP® professional with 17 years of industry experience, currently with Mercer Global Advisors Inc. Her prior roles include positions at TD Ameritrade, Scottrade, and Lake Point Wealth Management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a variety of implementation options.

Nancy Schilreff is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 11 years of industry experience. She has worked at Brookstone Capital Management since 2018 and previously was employed with Client One Securities, LLC and Horter Investment Management. She is also Vice President of Schilreff & Associates, an insurance services business that provides life insurance, annuities, and long-term care policies tailored to client needs. Brookstone Capital Management offers fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset-allocation models and a variety of investment strategies, servicing clients through both direct management and sub-advisory relationships.

John Brown is a financial advisor at Savant Wealth Management with 26 years of industry experience. He holds a Series 65 designation and previously worked at Exencial Wealth Advisors, LLC and Bush O'Donnell Investment Advisors, Inc. Outside of his advisory role, he serves as chairman of GJ Liquidation Company, a former supplier of railroad crossties. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Steven Perry is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at D.A. Davidson since 2019, following a decade at Wells Nelson & Associates, LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and private wealth management for clients with over $20 million in net worth.

Mark Rubey is a CFP® professional with 23 years of industry experience. He has worked at Allworth Financial, L.P. since 2020 and previously spent 12 years at RAA and its affiliated entities. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm provides financial and wealth planning, portfolio management, qualified retirement plan consulting, and education through newsletters, podcasts, and seminars, using a combination of quantitative and qualitative analysis to implement customized investment allocations.

Robyn Petty Greer is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. She holds a Series 66 credential and has worked at Rockefeller Financial since 2019, following a 19-year tenure at Merrill. Outside of her advisory role, she works as a freelance floral designer providing décor for weddings. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives, while also operating as a registered broker-dealer with integrated trust and insurance services.

Jason Gower is a CFP®-credentialed financial advisor with 17 years of industry experience. He has worked at Creative Planning, Inc. since 2020 and previously spent six years with Stratford Consulting, LLC. He is based in Addison, TX. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan services.