Mason Carrico is a financial advisor with Stephens in Dallas, TX, holding a Series 66 license and seven years of industry experience. His career has been focused entirely with Stephens since 2018, following prior roles at Cyber Coders, Inc. and Tulane University. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs and committee-based oversight, combining advisory services with broker-dealer and investment banking activities.

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 14 years of industry experience. She holds the Series 66 designation and has worked at Hilltop Securities and Redbridge Finance and Securities. In addition to her advisory role, she operates an online clothing resale business on Poshmark. Hilltop Securities serves individual and institutional clients, offering investment advisory and broker-dealer services on an open-architecture platform. The firm provides managed accounts, financial planning, retirement-plan consulting, and municipal bond strategies, combining custody, banking, and market-making capabilities.

Elijah Focht is a financial advisor at Advisor Resource Council with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at LPL Financial and Northwestern Mutual, as well as diverse experience in other sectors such as sanitation, banking, and retail. He has also been involved in managing a coffeehouse. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and consulting services. The firm utilizes AI-driven model portfolios combined with traditional analysis and provides access to estate-planning coordination through independent legal professionals.

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 at Hilltop Securities Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley in various capacities from 2007 to 2017 before joining Hilltop Securities in 2017. Medina is involved in community and nonprofit organizations, serving on the finance committee at Arborlawn United Methodist Church, the advisory board of the Amon Carter Museum, and the investment committee for the United Way of Tarrant County. Hilltop Securities Inc. provides brokerage, execution, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of managed account programs through an open-architecture platform and sponsors municipal bond strategies co-advised by Franklin Templeton Group, with custody services uncommon among enterprise advisers.

Joel Corbin is a financial advisor with Prospera Financial Services, Inc. in Lubbock, TX, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with Prospera since 2005. Mr. Corbin serves as a board member of the Lubbock Kappa Alpha House Corporation. Prospera Financial Services is an enterprise-scale advisory and broker-dealer firm managing approximately $12.4 billion across about 207 advisors in 140 offices. The firm serves individual, corporate, charitable, and retirement plan clients, offering investment advisory and financial planning services through multiple platforms with discretionary and non-discretionary portfolio management.

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, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Prospera since 2012. Outside of his advisory role, Taylor serves as owner, CEO, and board member of Tavesco Incorporated, a holding company for real estate investments. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion through 207 advisors across about 140 offices. The firm serves a diverse client base, including individuals, corporate and charitable entities, and retirement plans, offering a range of investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

Jackson Laurent is a financial advisor at Stephens in Dallas, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Luther King Capital Management and AB Advisory & Analytics, as well as experience in education and other industries. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm uses tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

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 licenses and 15 years of industry experience. Her prior roles include positions at Hornor, Townsend & Kent LLC, Penn Mutual Life Insurance Company, Acumen Financial Group, Principal Life Insurance Company, and Principal Securities Inc. She is also active as an insurance agent, providing multi-line insurance sales and financial planning services through Penn Mutual Wealth Strategies and 1847Financial. Mutual of Omaha Investor Services, Inc. serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily delivered through a network of Investment Advisor Representatives who utilize approved model portfolios and discretionary management platforms.

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 at NorthCoast Asset Management LLC with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Kovitz Investment Group Partners, Connectus Wealth, Charles Schwab, Bank of America, Merrill, and Fidelity. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process using proprietary market-exposure and security-scoring models and offers a range of strategies including strategic asset allocation, tactical equity approaches, options overlays, and alternative interval funds.