Randall Hardin is a financial advisor at Momentum Independent Network Inc. with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Hilltop Securities Inc. and Wells Fargo. Outside of his advisory role, he has been affiliated with Plano West High School since 2007. 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 third-party managers and integrated platforms to deliver customized investment solutions.

Wendy Hosner is a financial advisor with Level Four Advisory Services in Dallas, TX, holding a Series 66 credential and 21 years of industry experience. Her prior roles include positions at Ameriprise Financial Services and Wells Fargo Advisors. She assists in the preparation of financial plans as a paraplanner within her firm. Level Four Advisory Services is an SEC-registered enterprise adviser managing over $5 billion across 115 advisors and a diverse client base that includes individuals, retirement plans, corporations, and nonprofit organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios developed by an internal Investment Committee or sub-advisers.

Justin Luddeke is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Lee Financial Company, LLC since 2013. He is based in Dallas, TX and holds a Series 65 license. 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 employs a team-based model with an Investment Committee and uses a WholeVision™ planning framework to integrate various aspects of client wealth, offering both liquid and private investment options.

Sydney Katzmark is a financial advisor at Merit Financial Advisors with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Merit, Katzmark held roles at Purshe Kaplan Sterling Investments, Global Wealth Advisors, Charles Schwab & Co., Inc., and HFS Wealth Management. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach with customizable portfolio models overseen by an internal Investment Management team.

Christian Jones is a financial advisor with Hilltop Securities Inc. in Dallas, TX. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Fidelity Investments and Pollard Ford. Hilltop Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and broker-dealer services with a range of managed account programs, financial planning, and retirement-plan advisory solutions. The firm operates an open-architecture platform and combines custody, banking, and market-making capabilities.

Kari Kirkley is a financial advisor at Level Four Advisory Services in Dallas, TX, with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Level Four Advisory Services since 2018, also working with Level Four Financial, LLC since 2016. Outside of her advisory role, Kirkley is active in Rotary International, serving as a Youth Exchange Officer and volunteering approximately 40 hours per month. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a combination of internal and third-party platforms and sub-advisors.

Austin Collins is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials. He has one year of industry experience, including roles at Cambridge Investment Research and Cobra Trading. Outside of advisory work, he has held positions in food and beverage services and quality assurance contracting. Prospera Financial Services, Inc. is a multi-team enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. It manages approximately $12.4 billion through over 200 advisors, offering diversified investment advisory and financial planning services across multiple platforms and customizable portfolio solutions.

Nicholas Beare is a CFA® charterholder with 36 years of industry experience, currently serving as a financial advisor at Stephens in Dallas, TX. He has been with Stephens since 2005. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients, offering tailored portfolio programs supported by committee-based oversight and a combination of in-house and external management strategies.

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 at Prospera Financial Services, Inc. in Fort Worth, TX, with 35 years of industry experience. He has been with Prospera since 2004 and holds Series 63 and Series 65 designations. Outside of advisory work, he is the owner of PBR Bucking Bulls. 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 about 207 advisors and offers investment advisory and financial planning services across various platforms and models.

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. with 12 years of industry experience. She holds the Series 66 designation and previously worked at The Huntington Investment Company for 10 years before joining Prospera in 2021. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through about 207 advisors. The firm offers a range of investment advisory and financial planning services utilizing multiple delivery platforms and combines firm models, third-party sub-advisers, and customizable allocations for portfolio management.

James Yahoudy is a financial advisor at Aptus Capital Advisors, LLC in Grapevine, TX, with 16 years of industry experience. He holds a Series 66 designation and has worked at Aptus since 2020, following seven years at TD Ameritrade and most recently with Quasar Distributors, LLC. Aptus Capital Advisors manages approximately $14.47 billion and serves individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm offers a range of advisory services including portfolio management, financial planning, and model-portfolio subscriptions, primarily implementing strategies through ETFs with a focus on balancing market participation and risk mitigation.

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.