Shabana Nathoo is a financial advisor with Navigo Wealth Management, LLC, holding Series 66 and Series 65 credentials and bringing 16 years of industry experience. Her work history includes roles at Wells Fargo Investments, Ameriprise, and a period as a traveling expatriate. She also serves as a teaching assistant at Rice University. Navigo Wealth Management provides advisory services to individual clients, including high-net-worth individuals, as well as corporations and business entities. The firm offers portfolio management, financial planning, sub-advisory services, and an automated discretionary portfolio management platform, using written Investment Policy Statements and model portfolios to structure client relationships.

Joyce Cheng is a financial advisor at McGowan Group Asset Management, Inc. in Dallas, TX, holding a Series 65 designation with three years of industry experience. Her work history includes roles at Level Four Wealth Management, Midland Life Insurance, and Advisors Resource Company before joining McGowan Group Asset Management in 2018. 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 process with discretionary portfolio management and a formal wrap-fee program.

Chase Cawyer is a financial advisor with Navigo Wealth Management, LLC, holding a Series 65 credential and 12 years of industry experience. He has been with Navigo Wealth Management since 2014 and concurrently works as a practicing physician completing his OB/GYN residency. Additionally, Mr. Cawyer participates in a solicitor arrangement with Rex Gold Partners involving private offering solicitations. Navigo Wealth Management provides advisory services primarily to individual and high-net-worth clients, as well as business entities, offering portfolio management, financial planning, and automated discretionary portfolio management. The firm uses written Investment Policy Statements and model portfolios, employing strategies that include derivatives and private placements, and operates from multiple offices.

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 three years of industry experience, currently serving as an advisor at View Capital RIA, LP since 2015. He is part of a nine-advisor team based in Dallas, TX. View Capital RIA, LP manages approximately $1.82 billion for a concentrated client base that includes individuals, ultra-high-net-worth families, institutions, and pooled investment vehicles. The firm offers advisory and consulting services through two programs, financial planning, and access to multiple asset classes, combining fundamental and technical analysis with manager selection and ongoing account reviews.

Robert Woodard is a financial advisor at First Dallas Securities Incorporated in Dallas, TX, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has worked at First Dallas Securities since 1990 and has been affiliated with Hodges Capital Management Inc. since 1999. First Dallas Securities serves individual investors, including high-net-worth clients, as well as institutional clients such as trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides discretionary portfolio management focused on equity securities, combining fundamental and technical analysis to create tailored portfolios that may include small- to medium-cap and special-situation investments.

Dan Klein is a financial advisor with First Western Securities, Inc. in Hurst, TX, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with First Western Securities since 1995. First Western Securities, Inc. provides fee-based investment advisory services primarily to individual clients, including high net worth individuals, managing approximately $48.6 million in client assets. The firm employs a tactical asset allocation approach using a variety of investment instruments and custom-manages accounts to clients’ objectives and risk tolerances.

Kiran Patel is a financial advisor with Westpark Wealth Advisors, Inc. in Arlington, TX, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Cetera Advisors LLC, and Chase Investment Services Corp. Outside of his advisory work, Patel is 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 works closely with clients to define objectives and risk tolerance, often managing 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 in Dallas, TX, with 24 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. She joined Requisite Capital Management in 2019, where she is part of a six-advisor team. Requisite Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs a combination of fundamental and technical analysis with a flexible investment approach and manages a substantial portion of assets on a non-discretionary basis.

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.