Craig Wenning is a financial advisor at Annandale Capital, LLC in Dallas, TX, with 18 years of industry experience. He holds the Series 66 designation and has been with Annandale Capital since 2009. Annandale Capital provides discretionary investment management and manager selection services to individuals, family offices, trusts, estates, charitable organizations, and other business entities. The firm employs a comprehensive investment process that includes quantitative, qualitative, and operational due diligence across a wide range of asset classes, and it serves both retail and institutional clients.

Jack Hankins is a financial advisor at ISC Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been affiliated with Institutional Securities Corporation and ISC Group, Inc. since 1998. Hankins serves as treasurer of an investment club and sits on the board of directors for the Child Abuse Prevention Center of Dallas. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and institutional clients, offering financial planning, portfolio management, pension consulting, and participant education. The firm manages approximately $1.54 billion in assets and employs model portfolios using mutual funds and ETFs, with oversight by an Investment Committee and options for third-party sub-advisors.

Robert Ogden is a financial advisor at Penn Davis McFarland Inc. with 38 years of industry experience. He has been with Penn Davis McFarland since 1986. Penn Davis McFarland is an independent, fee-only investment adviser managing separately managed accounts for individuals, trusts, charitable organizations, and retirement plans, generally on a discretionary basis. The firm employs a fundamental analysis-driven, long-term investment approach with relatively concentrated portfolios and serves primarily high-net-worth clients.

Kristen West is a financial advisor at Gerald Baker Financial Group, L.L.C., dba Baker Financial Services, with two years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at GRB Financial LLC and in the hospitality industry. Gerald Baker Financial Group provides portfolio management, financial planning, and advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $833.2 million in assets for about 374 clients, focusing on capital preservation and a long-term, asset-allocation investment approach.

George Seay is a financial advisor at Annandale Capital, LLC in Dallas, TX, holding a Series 65 designation with 20 years of industry experience. He has been with Annandale Capital since 2005 and has concurrently operated Seay Stewardship and Investment Company since 1998. Annandale Capital provides discretionary investment management and manager selection services to a range of clients, including individuals, family offices, trusts, and charitable organizations. The firm employs a comprehensive investment process that includes quantitative, qualitative, and operational due diligence across diverse asset classes, offering customized asset-allocation solutions and institutional-style service through a small advisory team.

John Kriel is a CFP® professional with 18 years of experience in financial advising. He is currently with ISC Advisors, Inc. and Institutional Securities Corp, where he has worked since 2017. Prior to that, he was with Lincoln Financial Advisors Corp for nine years. Outside of his advisory role, he operates Kriel Ranch, an agricultural business focused on timber and beef cattle production. ISC Advisors, Inc. serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm provides financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services, utilizing a range of model portfolios and offering a proprietary managed-account program.

Christopher Thomason is a financial advisor at Wallace Capital Management, Inc. in Dallas, TX, holding a Series 66 designation with 22 years of industry experience. He has worked at Wallace Capital Management since 2004. Thomason is a passive member of a family partnership involved in rural real estate development. Wallace Capital Management provides discretionary investment management to individuals, high-net-worth investors, retirement plans, and charitable institutions. The firm follows a value-oriented investment approach and manages both separate accounts and a private investment fund, serving a diverse client base with over a billion dollars in assets under management.

Jeffrey Helfrich is a CFA® charterholder with 15 years of industry experience. He has been with Penn Davis McFarland Inc. since 2010. Based in Dallas, TX, he is part of a seven-advisor team at the firm. Penn Davis McFarland is an independent, fee-only investment adviser managing separately managed accounts for individuals, trusts, charitable organizations, and retirement plans, typically on a discretionary basis. The firm employs a fundamental, long-term investment approach with relatively concentrated portfolios and serves primarily high-net-worth clients.

Austin Tatum is a CFA® charterholder with two years of industry experience, currently serving as an advisor at View Capital RIA, LP since 2015. He is based in Dallas, TX. View Capital RIA offers investment advisory and consulting services to individual, high-net-worth, and institutional clients through advisory and consulting programs. The firm constructs portfolios primarily by selecting and allocating to independent asset managers and manages both discretionary and non-discretionary accounts, with a portion of client assets invested in pooled investment vehicles that provide access to private equity, direct debt, and energy opportunities.

Robert Woodard is a financial advisor at First Dallas Securities Incorporated with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at First Dallas Securities since 1990 and Hodges Capital Management Inc. since 1999. First Dallas Securities serves individual, high-net-worth, and institutional clients, including trusts, estates, retirement plans, and banking institutions. The firm manages approximately $335.7 million in discretionary assets, focusing on domestic equity securities through a combination of fundamental and technical analysis.

Kiran Patel is a financial advisor at Westpark Wealth Advisors, Inc. in Arlington, TX, with 20 years of industry experience. He has held his current role since 2016 and holds Series 63 and Series 65 credentials. Outside of advisory services, he is also involved in Medicare health insurance sales. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and often manages client assets on a non-discretionary basis, requiring client approval for trades.

Andreya Weadon is a financial advisor at ISC Advisors, Inc. in Dallas, TX, with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Institutional Securities Corporation since 1997. ISC Advisors, Inc. serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm provides financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services, and offers a proprietary managed-account program alongside sub-advisor collaborations and educational workshops.

Rachel Niemuth is a financial advisor at Requisite Capital Management LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services Inc and Halcyon Wealth Advisors. Niemuth has been with Requisite Capital Management since 2019 as part of a seven-advisor team. Requisite Capital Management offers wealth management, investment management, financial planning, and private fund advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and some institutional clients. The firm employs fundamental and technical analysis to build customized portfolios with a generally long-term approach, while also accommodating shorter-term trading when appropriate.

Alexander Tollen is a financial advisor with McGowan Group Asset Management, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at McGowan Group and Spire Securities since 2011. Outside of his advisory role, Tollen is an artist who occasionally sells his artwork and is a partner in a furniture-related business. McGowan Group Asset Management, Inc. is an eight-advisor team managing approximately $997 million in client assets. The firm provides fee-based asset management and advisory services to individuals, high-net-worth investors, trusts, retirement plans, and business entities, employing a model-driven, multi-asset class investment approach with discretionary portfolio management and a formal wrap-fee program.

Andrew Orton is a financial advisor at McGowan Group Asset Management, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has worked at Spire Securities, LLC and McGowan Group Asset Management since 2010. McGowan Group Asset Management, Inc. is an eight-advisor team providing fee-based asset management and advisory services to individual and high-net-worth investors, trusts, retirement plans, and business entities. The firm employs a model-driven, multi-asset class investment approach with discretionary portfolio management and a formal wrap-fee program.

Darin Robinson is a financial advisor at Precision Wealth Strategies, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Eagle Strategies, LLC and New York Life Insurance Co. In addition to his advisory role, Robinson is involved in business consulting through Integrated Consulting, LLC, and provides educational and motivational public speaking services. Precision Wealth Strategies, LLC offers holistic financial planning and investment management to individuals, corporations, trusts, and retirement plans. The firm employs a “Life-Timing Allocation” approach to align asset management with clients’ cash-flow needs and risk tolerance, serving a broad client base including high-net-worth individuals and qualified retirement plans.

Douglas John is a financial advisor with Requisite Capital Management LLC in Dallas, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years and at Fallline Securities LLC for one year. Outside of his advisory role, he is involved in oil and gas investments through two sole proprietorships, LCA Capital, LLC and CPJ Hydrocarbons LLC. Requisite Capital Management provides wealth management, investment management, financial planning, and private fund advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pooled investment vehicles, and some institutional clients. The firm constructs customized portfolios using fundamental and technical analysis with a generally long-term orientation, trading shorter-term when appropriate, and offers a broad range of investable instruments.

Stephen Norris is a financial advisor at McGowan Group Asset Management, Inc. based in Dallas, TX, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Apex Clearing Corporation since 2012. McGowan Group Asset Management, Inc. is an eight-advisor team managing approximately $997 million in client assets, providing fee-based asset management and advisory services to individuals, high-net-worth investors, trusts, retirement plans, and business entities. The firm employs a model-driven, multi-asset class investment approach with discretionary portfolio management and a formal wrap-fee program.

Kelly Hohertz is a CFA® charterholder with six years of industry experience, currently serving as an advisor at View Capital RIA, LP since 2020. Prior to joining View Capital RIA, he worked at Cantor Fitzgerald & Co. for one year and at View Capital Advisors for three years. Kelly is based in Dallas, TX and holds a Series 63 license. View Capital RIA, LP manages approximately $1.82 billion for a concentrated client base including individuals, ultra-high-net-worth families, and institutions. The firm offers advisory and consulting services through tailored programs, employing a combination of fundamental and technical analysis, asset allocation modeling, and manager due diligence, and provides both discretionary and non-discretionary account services.

Mark Keffer is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. He has worked at ISC Advisors, Institutional Securities Corp, and as the sole proprietor of MK Financial Services. Keffer manages several web domains related to his advisory services under MK Financial Services. ISC Advisors serves a diverse client base including individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable institutions, managing over $1.6 billion in assets through 27 advisors. The firm offers portfolio management, financial planning, and pension consulting with both discretionary and non-discretionary options, supported by an internal Investment Committee and multiple advisory programs.