John Dunn is a financial advisor at Momentum Independent Network Inc. with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with SWS Financial Services since 2010. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing a platform model supported by third-party managers and integrated with Hilltop affiliates.

Jordan Stefanov is a financial advisor at United Capital Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Girard Securities and Farther Financial Advisors. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by proprietary technology and access to third-party managers.

Sarah Beattie is a financial advisor with Lee Financial Company, LLC in Dallas, TX, holding 19 years of industry experience. She has been with Lee Financial Company since 2007. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, as well as trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm uses a team-based model with an Investment Committee overseeing asset allocation and manager selection, and employs a WholeVision™ planning framework to integrate various aspects of client financial and personal goals.

Michael Ware is a financial advisor with Geneos Wealth Management, Inc. in Addison, TX, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Hornor Townsend And Kent, Inc for 16 years before joining Geneos Wealth Management and operating Weaver, Ware & Martin Wealth Management and Advisory Services. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm’s investment process includes continuous account monitoring, discretionary trading, and a variety of analytic approaches and strategies tailored to client needs.

Matthew Bennett is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at Goldman Sachs Personal Financial Management for 11 years before joining Quotient Wealth Partners, LLC in 2023. Quotient Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and pension plans. The firm manages approximately $3.54 billion across about 1,900 clients through a team of 26 advisors, employing diversified portfolios that include ETFs, equities, fixed income, mutual funds, options, and alternative investments, supported by tax-aware strategies and operational tools.

John Ramey is a financial advisor at Hilltop Securities Inc. in Plano, TX, holding Series 63 and Series 65 licenses with seven years of industry experience. He previously worked at TD Ameritrade and Industrial Alliance. Hilltop Securities Inc. offers brokerage, execution, custody, investment advisory, and retirement-plan consulting services to a diverse client base, including individuals, corporations, nonprofits, and institutional investors. The firm employs an open-architecture investment platform featuring multiple managed account programs and provides a range of portfolio management and fiduciary services.

Kamryn Markus is a Series 66-licensed financial advisor at Merit Financial Advisors with two years of industry experience. Prior to joining Merit, Markus worked at Global Wealth Advisors, Commonwealth Financial Network, and Purshe Kaplan Sterling. Outside of advising, Markus has experience in the fitness industry through a role at HotWorx. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight from a central Investment Management team and flexibility for advisors to customize portfolios.

Kim Sams is a financial advisor with Ethos Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Ethos in 2025, Sams worked at Chapwood CustomHedge Portfolio Advisory Services, LLC, Waterford Capital LLC, and Chapwood Capital Investment Management LLC. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering discretionary and non-discretionary investment management alongside financial planning and related consulting. The firm utilizes model portfolios and a Core Allocation strategy combining index-based exposures with diverse investment vehicles, supplemented by third-party research and tax-overlay management.

Jill Zacha is a financial advisor at Level Four Capital Management with 21 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including LPL Financial and Capital One Advisors. Zacha has served as a FINRA arbitrator since 2004. Level Four Capital Management provides discretionary asset management and sub-advisory services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, and institutional entities. The firm employs a model-driven investment approach overseen by an investment committee, offering a range of equity, fixed income, alternative private credit, private equity, and crypto ETF portfolios.

Timothy Greaves is a financial advisor at Cain, Watters & Associates, LLC with 24 years of industry experience. He holds a Series 65 designation and has been with Cain, Watters & Associates, P.L.L.C. since 2008. Outside of his advisory role, he has minority ownership interests in several financial industry affiliates under Tectonic Financial, Inc., as well as in entities providing specialized services related to clients’ businesses. Cain, Watters & Associates, LLC serves dental healthcare professionals, individual investors, and pension and profit-sharing plan sponsors, offering financial planning, retirement-plan advisory, and investment management. The firm combines CPA/accounting services with multiple investment programs and maintains a significant non-discretionary asset base, supported by a network of affiliated financial and banking entities.

William Swearingen II is a financial advisor at United Capital Financial Advisors with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Lion Street Financial, Cetera Advisor Networks LLC, and Girard Securities, Inc. Since 2007, he has served as Managing Director at United Capital, focusing on client retention and new client relationships. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management using asset-allocation models, access to third-party managers, customized portfolios including ESG and faith-based options, and client-facing technology and reporting tools.

Andrew Greenawalt is a financial advisor at Sowell Management with nine years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Barrow Hanley Global Investors, MML Investors Services LLC, and Mass Mutual Life Insurance Company. Greenawalt is based in Dallas, TX. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent-contractor model and offers investment management, financial planning, retirement-plan advisory, and related consulting services.

Chia Yun Chien is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with seven years of industry experience. Prior to joining Hilltop Securities in 2018, Chien worked at Elite Finance Management from 2016 to 2018. Hilltop Securities serves both individual, including high-net-worth, and institutional clients with a range of advisory and brokerage services, offering managed accounts, financial planning, and retirement-plan advisory through an open-architecture platform that incorporates third-party and firm-sponsored strategies.

Blake Morris is a financial advisor at Hilltop Securities Inc. with 23 years of industry experience. He holds a Series 66 designation and has been with Hilltop Securities since 2016. Hilltop Securities serves individual, high-net-worth, and institutional clients, including corporate and retirement-plan sponsors, offering a range of advisory and broker-dealer services. The firm provides managed accounts, financial planning, retirement-plan consulting, and utilizes an open-architecture platform featuring both third-party and firm-sponsored investment strategies.

Todd Healy is a financial advisor with ValMark Advisers, Inc. in Dallas, TX, holding a ChFC® designation and Series 63 and Series 65 licenses. He has 42 years of industry experience, including roles at Lion Street Advisors and Kestra Financial Services, and has operated Healy and Associates PC since 1986. He is active in community and nonprofit organizations, serving on the Dallas Jewish Community Foundation Board of Trustees and contributing to several local estate planning and charitable councils. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based portfolios and asset allocation strategies implemented through mutual funds, ETFs, and separate-account managers, supported by proprietary platforms and third-party programs.

David Stringer is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding a Series 63 designation and 40 years of industry experience. He has been with Prospera since 2000 and also owns PSE Wealth Management and Prospera Life & Annuity, Inc., providing financial planning and insurance services. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors across about 140 offices, offering a range of investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

Karl Drescher Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Mutual of Omaha Investor Services since 2006. Outside of his advisory role, Drescher serves on the Board of Trustees for the General Grand Chapter, Order of the Eastern Star, and on the Board of Directors for the Perry Belmont House, a nonprofit organization maintaining a historic mansion in Washington, D.C. 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 operates primarily through platform relationships and combines investment advisory services with broker-dealer and insurance distribution capabilities within the Mutual of Omaha group.

Sean Mccauley is a CFP® professional with 16 years of experience in financial advising. He is currently with RFG Advisory, LLC and has previously worked at Ameriprise Financial Services, Inc. and Private Client Services. Outside of his role at RFG, he owns and operates Cross Timbers Financial Group. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both third-party and proprietary investment strategies.

Tai Newman is a financial advisor with Wedbush Securities Inc. based in Dallas, TX. He holds a Series 66 designation and has been with Wedbush Securities since 2023. Prior to entering the financial industry, Tai spent several years in full-time education and worked at Defender Outdoors. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, including wealth management, fixed income, commodities, securities lending, capital markets, and prime services.

Matthew Greer is a CFP® with 16 years of experience in financial advising. He is currently with The Mather Group, LLC, where he has worked since 2022. His prior roles include positions at Schwab Private Client Investment Advisory, Charles Schwab and Co., Inc., Charles Schwab Bank, SSB, and USAA Financial Advisors Inc. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and customization options such as direct indexing and ESG portfolios.