Ryan Lister is a financial advisor at Hilltop Securities Inc. based in Dallas, TX, holding a Series 66 designation. He has been with Hilltop Securities since 2025 and previously worked in various roles including positions at the University of Texas at Dallas and the Dallas North Aquarium. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering a range of investment advisory and broker-dealer services. The firm provides managed account programs, financial planning, and retirement-plan consulting through an open-architecture platform that incorporates third-party technology and managers alongside firm-sponsored strategies.

Marques Glaze is a financial advisor at CX Institutional, LLC in Dallas, TX, holding a Series 65 license with seven years of industry experience. His career includes roles at Fisher Investments and PNC Capital Advisors LLC. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis, supplemented by third-party technology platforms to support reporting and tax-efficient asset management.

Gretchen Harder is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX. She holds the Series 65 designation and has recently begun her career in the financial industry. Her prior work experience includes roles in education and research at institutions such as the University of Colorado Boulder and Carroll Senior High School. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non‑high‑net‑worth and high‑net‑worth clients. The firm provides financial planning, consulting, and discretionary and non‑discretionary wealth and investment management, using tailored investment programs primarily implemented through ETFs, mutual funds, individual securities, and third‑party managers.

Robert Borowczak is a financial advisor with Northern Trust Securities, Inc. in Dallas, TX, holding a Series 66 designation and possessing 21 years of industry experience. He has been with Northern Trust Securities since 2011. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a wrap fee program, serving high-net-worth individuals, retail investors, and institutional clients with model-driven strategies that integrate proprietary and third-party investment products.

Abigail Valentine is a financial advisor with Advisor Resource Council in Dallas, TX, holding the CFP® designation along with Series 63 and 65 licenses. She has 11 years of industry experience, including seven years at The Vanguard Group and one year at LPL Financial. Advisor Resource Council is an SEC-registered firm serving individuals—including high net worth clients—retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies through its AIQ platform, alongside a variety of custom investment solutions.

Clayton Fisher is a Certified Financial Planner® (CFP®) with 21 years of industry experience. He is currently with Arax Advisory Partners and has previously worked with U.S. Capital Wealth Advisors, USCA Securities, USCA RIA, and Wells Fargo Clearing. Arax Advisory Partners offers wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a mix of in-house portfolio teams and independent managers, using both traditional and alternative investments, and integrates AI tools to complement its research and operations.

Lal Echterhoff is a CFA® charterholder with 34 years of industry experience. He is affiliated with Level Four Advisory Services in Dallas, TX, where he has worked since 2013. Prior to and concurrently, he has been involved with Level Four Capital Management and Harbor Financial Services. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and state and municipal entities. The firm provides financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, multiple custodians, and a mix of firm-sponsored and third-party platforms.

Maggie Robertson is a Series 66-licensed advisor with Advisor Resource Council, based in Dallas, TX, and has one year of industry experience. Her prior work includes roles in education and a position at Texas Leaguer Brewing Company. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities. The firm integrates artificial intelligence with traditional analysis in its investment strategies and offers a range of managed account solutions alongside third-party advisory platforms.

Matthew Mcguire is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Parallel Advisors, LLC since 2019 and previously spent 13 years with Heritage Trust Company and Argent Institutional Services, LLC. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies using fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms to manage tax-efficient rebalancing and held-away accounts.

Wesley Shindler is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with Prospera since 2000. Outside of his advisory role, he owns and manages two trucking companies focused on leasing cabs and tractors. Prospera Financial Services 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.

Reiss Holt is a financial advisor with International Assets Investment Management, LLC in Dallas, TX. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining International Assets Advisory and Megatel Capital Investments, he worked at TIAA-CREF Individual & Institutional Services and Raymond James & Associates. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisors. The firm offers customized long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may utilize third-party managers and wrap programs as part of its investment approach.

Mike Greiner is a financial advisor at Global View Capital Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including World Financial Group and Texas Elite Advisory. Outside of advisory roles, he owns Texas Elite Benefits, where he markets and sells life insurance and annuity products. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research from its affiliate, AdvisorGuide, LLC.

Lesley Pinckard is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Mutual of Omaha Investor Services since 2017 and previously at Wealth Watch Advisors LLC. In addition to her advisory role, she serves in leadership positions in local insurance organizations, including NAIFA Fort Worth and WIFS DFW Chapter. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, delivering managed solutions primarily through platform relationships with Envestnet and Pershing.

Jonathan Hancock is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 registrations and six years of industry experience. Prior to joining Ally Invest Advisors, he worked at Audi Dallas, Texas Securities Inc., Dent Squad USA, and Autonation Audi locations. Outside of his advisory role, he supports Ally Bank customers as a Contact Center Representative. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through digital and virtual platforms. The firm employs model portfolios based on Modern Portfolio Theory and offers services including automated investing and financial advisor-delivered personal advice.

Craig Chandler is a Series 65-licensed advisor with Integrity Advisory Solutions in Dallas, TX, and has four years of industry experience. He is also the president of Chandler Wealth Management, which provides safe money solutions through fixed annuities and life insurance, and leads Crown Financial Marketing, a firm distributing annuity and life insurance products to independent advisors. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing various asset-allocation strategies and third-party platforms to tailor client portfolios.

Philip Sadtler is a CFP® and CFA® with 13 years of experience in the financial services industry. He currently works at Level Four Advisory Services and has prior experience at Cantella & Co., Inc. He also serves on the Finance and Investment Committee of the Heritage Humane Society and occasionally guest lectures on investing and financial services at the College of William & Mary. Level Four Advisory Services is an enterprise investment adviser managing over $5 billion across a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm provides fee-only financial planning and asset management, utilizing model portfolios and a combination of direct management and sub-adviser relationships.

Thomas Knippa is a CFP® with 27 years of industry experience, currently serving as an advisor at CX Institutional, LLC. His prior roles include positions at Personal Wealth Partners, LLC, CXI Advisors, LLC, Vestpro Financial Partners, Inc., LPL Financial, LLC, and CPF Texas. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a multi-strategy investment process combining fundamental, quantitative, technical, and cyclical analysis across various asset classes, offering both model portfolios and custom strategies.

Marcus Ham is a financial advisor with True North Advisors, LLC in Dallas, TX, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with True North Advisors since 2018. Outside the advisory business, he owns rental properties including a condo and a hotel. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions with financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach focused on value-oriented strategies while incorporating passive indexed ETFs, separately managed accounts, and alternative investments.

Dana Packett is a financial advisor at LEE Financial Company, LLC with one year of industry experience. He has been with Lee Financial since 2006, totaling 20 years at the firm. Lee Financial Company offers fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based approach and manages both discretionary and non-discretionary portfolios, including private pooled investment vehicles and affiliated private partnerships.

Kellie Crewse is a financial advisor with True North Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining True North Advisors in 2019, she worked at J.P. Morgan Securities for 11 years. Outside of her advisory role, she is employed at Crewse Law Firm, where she works in commercial litigation representation on a limited basis. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and institutions with financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach focused on value-oriented strategies while incorporating passive indexed ETFs, separately managed accounts, and alternative or private investments as appropriate.