Mason Carrico is a financial advisor with Stephens in Dallas, TX, holding a Series 66 designation and eight years of industry experience. He has been with Stephens since 2018, with continuous roles at the firm throughout that period. 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 range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Adam Dowlen is a financial advisor at Coppell Advisory Solutions LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at HBW Advisory Services and Williams & Kunkel CPA. Outside of advisory work, he operates Add Em Up Taxes, providing tax return preparation and tax savings advice. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses tailor-made asset allocation models combined with fundamental and technical analysis, implementing strategies on a discretionary basis aligned with client objectives.

David Martin is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Advisor Resource Council (formerly 360 WEALTH MANAGEMENT, LLC) since 2012 and has also been associated with LPL Financial since 2011. Outside of his advisory work, he is involved with an internet business, Temojo, LLC. 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 combines actively managed strategies with AI tools and traditional analysis, delivering discretionary and nondiscretionary portfolio management through its network of investment adviser representatives.

Steven Balaban is a financial advisor at Hilltop Securities Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hilltop Securities since 2017. Prior to that, he was with WFG Advisors, LP and WFG Investments Inc. from 2011 to 2017. Outside of his advisory role, Balaban serves as a board member for the Metro Area Development Corporation and acts as a notary for the State of Oklahoma. Hilltop Securities Inc. provides brokerage, 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 uses an open-architecture platform to deliver diversified investment solutions.

Jennifer Huber is a financial advisor at Hilltop Securities Inc. with 15 years of industry experience and holds a Series 66 designation. Her work history includes multiple tenures at Hilltop Securities as well as positions at Redbridge Finance and Redbridge Securities. Outside of her advisory role, she operates an online clothing resale business through Poshmark. Hilltop Securities serves individual, high-net-worth, and institutional clients, offering a range of advisory and broker-dealer services. The firm uses an open-architecture platform with third-party and firm-sponsored strategies, and it is distinguished by its combination of custody, banking, and market-making capabilities.

Elijah Focht is a financial advisor with Advisor Resource Council based in Dallas, TX. He holds the Series 63 and Series 66 licenses and has one year of industry experience, including time at LPL Financial and Northwestern Mutual. Outside of his advisory work, he has experience in entrepreneurial ventures such as managing a coffeehouse. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes AI-enhanced model portfolios and separately managed accounts, offering customizable strategies tailored to various client needs.

Jo Anna Dossman is a financial advisor at Retirement Planners of America with 20 years of industry experience. She holds the Series 66 designation and previously worked at firms including Concourse Financial Group Securities and AIG Capital Services. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program for individuals, high-net-worth clients, and retirement plan participants. The firm employs an "Invest and Protect" approach focusing on capital preservation and tactical rebalancing using model portfolios and discretionary authority.

Ricky Sanford is a financial advisor at Level Four Advisory Services with 35 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked with firms including Edward Jones, Cetera, Columbia Bank, and Harbor Financial Services. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and serves a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a mix of direct management and sub-advisers.

Stephen Ferrell is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2013 and also has a long-term association with LPL Financial beginning in 2011. Outside of his advisory roles, he is a partner in Carpe Via Travel, a travel agency. 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 integrates artificial intelligence tools with traditional fundamental analysis through a range of model portfolios and separately managed accounts tailored to different client needs.

Victor Medina is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Hilltop Securities in 2017, he worked at Morgan Stanley and its affiliated entities from 1993 to 2017. Outside of his advisory role, Medina serves on the advisory board of the Amon Carter Museum and holds investment committee positions with Arborlawn United Methodist Church and United Way of Tarrant County. Hilltop Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and broker-dealer services through an open-architecture platform. The firm provides a range of solutions including managed accounts, financial planning, and retirement-plan advisory, supported by custody, banking, and market-making capabilities.

Joel Corbin is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has been with Prospera since 2005 and previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. He serves as a board member of the Lubbock Kappa Alpha House Corporation. 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 businesses, offering financial planning, portfolio management, and access to various advisory platforms and programs.

Jordan Roach is a financial advisor with Retirement Planners of America, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at MMWKM Advisors, Black Knight Wealth Management, Eagle Strategies, and New York Life. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants. The firm emphasizes capital preservation and tactical rebalancing through model portfolios, using a quantitatively based market signal while maintaining discretionary trading authority.

William Gammill is a CFP® professional with 37 years of experience in the financial industry. He is currently with Victory Financial and has previously worked at Equitable Advisors and AXA Advisors, LLC. Outside of his advisory work, he is a member of FREETIME, LLC. Victory Financial Group serves a diverse clientele including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation driven investment approach combining Modern Portfolio Theory with fundamental, cyclical, and behavioral analysis to build tailored model portfolios.

Michael Taylor is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for five years before joining Prospera in 2012. Outside of his advisory role, he is the owner and CEO of Tavesco Incorporated, where he serves as a board member involved in holding company activities related to real estate investments. Prospera Financial Services is a multi-team advisory firm with over 270 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 business entities, offering financial planning and portfolio management through various advisory programs and platforms.

Jackson Laurent is a financial advisor at Stephens in Dallas, TX, holding a Series 66 credential with three years of industry experience. His prior roles include positions at Luther King Capital Management, AB Advisory & Analytics, and Lithia Motors. 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 discretionary and non-discretionary management through various wrap and advisory programs, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Lori Clem is a financial advisor at BFC Planning, Inc. with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Berthel Fisher & Company Financial Services, Inc., Williams Financial Group, and Northstar Securities, Inc. Outside of her advisory role, Clem is involved in several business ventures, including operating a pet care center and pet cemetery, serving on the board of the Weatherby Foundation, and participating in property development projects. BFC Planning, Inc. serves a diverse client base including individuals, corporations, trusts, and pension plans through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to various third-party managers, employing a range of investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

Jeffrey Vanover is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Momentum Independent Network Inc. He previously worked at Hilltop Securities Inc. and Ameriprise Financial Services, Inc. Vanover is also the founder and managing director of OakStreet Capital Management, LLC, and manages a family estate and asset protection entity through JN Vanover Interests, LLC. 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 a platform model with third-party managers and integrated strategies sponsored by affiliated entities.

Karen Lucius is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. Her prior roles include positions at Hornor, Townsend & Kent LLC, Penn Mutual Life Insurance Company, Acumen Financial Group, and Principal entities. In addition to advisory work, she is engaged in insurance sales and service, including life insurance brokerage and financial planning through related business activities. 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 utilizes platform relationships with Envestnet and Pershing, delivering managed solutions and third-party manager access to a diverse client base.

Greg Regan is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with SWS Financial Services since 2003. Momentum Independent Network serves a diverse client base, including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients, offering a range of advisory and brokerage services. The firm operates through a platform model utilizing third-party managers and Envestnet for investment advice, account management, and trading services, with notable integration of Hilltop affiliates in its municipal bond strategies and cash management programs.

John Harper is a financial advisor with NorthCoast Asset Management LLC based in Dallas, TX. He holds Series 63 and Series 66 designations and has 11 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Connectus Wealth, Charles Schwab, Bank of America, Merrill, and Fidelity. NorthCoast Asset Management provides discretionary portfolio management and financial planning for individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process and offers a range of strategies including strategic asset allocation, equity and fixed income, options and defined-outcome overlays, and alternatives such as private credit and private equity.