Cinthia Saenz is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on guiding families and entrepreneurs through significant financial milestones, including employment transitions, retirement, and business growth or divestiture. Saenz and her team develop personalized wealth management strategies aimed at fostering growth and financial security, while emphasizing high-level client service to achieve client satisfaction. Her areas of client expertise include family wealth management, retirement income planning, portfolio management, tax minimization, and services tailored for endowments, foundations, non-profits, and small businesses. Fluent in both Spanish and English, Saenz holds a Bachelor's Degree from New Mexico State University and carries the Personal Investment Advisor (PIA) designation. As a naturalized immigrant and mother of two, she values being present and prepared during life’s changes, striving to provide clients with confidence and trustworthy guidance. Outside of her professional role, Saenz enjoys running, traveling, biking, dancing, hiking, music, pickleball, reading, spending time with family, and watching movies.

Elizabeth Trecartin is a financial advisor at Penn Davis McFarland Inc. with 11 years of industry experience. She holds the CFP® and Series 66 designations and has worked at Charles Schwab and Charles Schwab bank since 2016. Outside of her advisory role, she is involved with Air B&B. Penn Davis McFarland serves high-net-worth clients, trusts, charitable organizations, and retirement plans, offering financial planning and family office services. The firm employs a fundamental, long-term investment approach focused on publicly traded equities and bonds, and manages approximately $1.36 billion in assets across about 211 client relationships.

Kevin Bonn is a financial advisor at Martinsen Wealth Management with over two decades of industry experience. He holds the Series 65 and Series 63 licenses and has worked previously at Sanford Advisors, Inc. and Benchmark Innovative Solutions. Martinsen Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, estates, corporations, and other entities. The firm offers financial planning, portfolio management, and estate-planning coordination, employing a range of investment strategies including direct and strategic indexing, options overlays, and tactical allocations.

Raymond Brubaker is a financial advisor at View Capital RIA, LP in Dallas, TX, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with View Capital RIA and its affiliated firm, VCA Securities, since 2011. View Capital RIA, LP manages approximately $1.82 billion for a client base that includes individuals, ultra-high-net-worth families, institutions, and pooled investment vehicles. The firm provides advisory and consulting services through two programs, offers access to multiple asset classes, and employs a combination of fundamental and technical analysis, asset allocation modeling, and independent manager selection within both discretionary and non-discretionary account structures.

Stephanie Byrd is a CFP® and holds a Series 65 license with 22 years of industry experience. She has been with Bluffview Ria since 2005. Byrd is based in Dallas, TX. View Capital RIA, LP provides investment advisory and consulting services to individual, high-net-worth, and institutional clients through advisory and consulting programs. The firm constructs portfolios by selecting and monitoring independent asset managers and oversees pooled investment vehicles that offer access to private equity, direct debt, and energy opportunities.

Etai Groff is a financial advisor with Delos Private Client Group, LLC in Dallas, TX, holding a Series 65 credential and three years of industry experience. His prior work includes roles at Delos Wealth Advisors, Waldron Private Wealth, Northwestern Mutual, and Mercedes Advisors LLC. Delos Private Client Group provides discretionary portfolio management, financial planning, pension consulting, and third-party manager selection for individuals, pension plans, and charitable organizations. The firm offers an Institutional Research subscription delivering macroeconomic commentary and asset-allocation recommendations for wealth advisors, hedge funds, pensions, foundations, and family offices.

Carson Wright is a CFP® professional with one year of industry experience, currently serving at Cypress Point Wealth Management, LLC since 2022. Based in Dallas, TX, he is part of a four-advisor team. Prior to joining Cypress Point, he was a student from 2013 to 2022. Cypress Point Wealth Management serves high-net-worth individuals, families, trusts, and family office clients, offering financial planning, discretionary investment management, family office services, and private fund-related advisory and administrative services. The firm employs a long-term, low-turnover investment approach focused on diversified, balanced portfolios with an emphasis on asset allocation, tax efficiency, and the use of independent managers and private funds.

Craig Hodges is a financial advisor with First Dallas Securities Incorporated and holds Series 63 and Series 65 credentials. He has 39 years of industry experience, including 37 years with First Dallas Securities and 28 years running Hodges Capital Management Inc. Hodges serves on the board of a privately held technology company and participates in local nonprofit organizations including the YMCA of Metropolitan Dallas Investment Foundation Committee and the North Texas Crime Commission. First Dallas Securities serves individual, high-net-worth, and institutional clients through discretionary portfolio management and related advisory services. The firm emphasizes domestic equity securities and employs a combination of fundamental and technical analysis to guide investment decisions.

Jane Murphy is a financial advisor at Tandem Wealth Advisors in Dallas, TX, holding Series 63 and Series 65 licenses with six years at Tandem and a total of 16 years in the industry. Prior to joining Tandem, she spent ten years at Acceleration Retirement LLC. She is a 50% owner of Acceleration Retirement LLC, where she is involved in lead generation and consulting. Tandem Wealth Advisors is an employee-owned SEC-registered investment adviser that provides discretionary investment management and financial planning to individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm employs a combined top-down and bottom-up research approach to build diversified portfolios emphasizing ETFs, individual equities, and investment-grade fixed income.

Ian Johnson is a financial advisor at Capital Markets IQ, LLC with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including Center Street Securities, Pfs Investments Inc., and Massmutual. Outside of advisory work, he is part owner and CEO of Duck Energy Management LLC, an oil and gas production company, and owns Bering Capital LLC, both non-investment related businesses. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and certain non-U.S. and multinational clients. The firm utilizes a combination of fundamental and technical analysis along with proprietary strategies, offering a range of wealth management, financial planning, and alternative investment services.

David Mirkin is a financial advisor at Capital Markets IQ, LLC in Dallas, TX, holding a Series 65 credential with one year of industry experience. He also serves as a principal and consultant at 2Co EOR US LP, providing finance and energy consulting services, and is a part owner and CFO of Duck Energy Management LLC. Through 2Co, he provides outside CFO services to Noblestone Capital LLC. Capital Markets IQ offers investment advisory and related services to individuals, small businesses, plan sponsors, and multinational clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies, providing wealth management, financial planning, and consulting, including support for alternative investments and 1031 exchanges.

Robert Felty is a financial advisor with Penn Davis McFarland Inc. in Dallas, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Penn Davis McFarland since 2012. 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’s investment process focuses on fundamental analysis and a long-term orientation, serving primarily high-net-worth clients with relatively concentrated portfolios.

Steven Garvin is a financial advisor with ISC Advisors, Inc. in McKinney, Texas, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at ISC Advisors since 2013 and previously led Garvin Investment Group, LLC and Garvin Financial Group, Inc. He is also affiliated with Institutional Securities Corp, where he has been active since 2000. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients, offering financial planning, portfolio management, pension consulting, and educational services. The firm manages approximately $1.54 billion in assets, utilizing model portfolios that range from Conservative Income to Aggressive Growth and employs mutual funds and ETFs in its investment approach.

Chase Gerald is a CFP® with four years of industry experience, currently advising at Dew Wealth Management in Dallas, TX. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, Allstate Insurance, and New York Life Insurance. He also has experience as an insurance agent. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management across multiple offices.

Kenichi Shoji is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at View Capital RIA, LP since 2017. Prior to that, he worked at Stissing Lake Advisors from 2015 to 2017. Shoji is a director of Clear Markets North America, Inc., and an advisory board member of Active Allocator Holdings, LLC, both private companies where he contributes outside of regular business hours. View Capital RIA provides investment advisory and consulting services to individual, high-net-worth, and institutional clients through programs focused on advisory, financial planning, and investment consulting. The firm emphasizes portfolio construction via independent asset managers and routinely manages pooled investment vehicles to offer clients access to private equity, direct debt, and energy opportunities.

Kathryn Hunteman is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding the ChFC® designation and Series 63 and 65 licenses. She has 31 years of industry experience, including roles at Institutional Securities Corp and State Farm. Hunteman also provides financial services training through Focus Tracks, offering education on life and health insurance, bank products, and mutual funds. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients with financial planning, portfolio management, pension consulting, and participant education. The firm offers a proprietary managed-account program and collaborates with sub-advisors while overseeing model portfolios ranging from Conservative Income to Aggressive Growth.

Frank Wilson is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation and 10 years of industry experience. He has worked at Institutional Securities Corp and ISC Advisors since 2017 and held prior roles at Bank of America and Merrill. Outside of his advisory work, Wilson is involved in several business ventures including co-owning a jewelry design business and serving as membership chair for a regional business networking group. ISC Advisors, Inc. serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, and various institutions, managing over $1.6 billion in assets through a team of 27 advisors. The firm offers comprehensive portfolio management and financial planning services, employing an investment approach that includes discretionary and non-discretionary management, diverse model portfolios, and third-party sub-advisors.

Jaime Palmer Jr. is a financial advisor at View Capital RIA, LP with 27 years of industry experience. He has been with View Capital since 2006 and previously worked at Vca Securities, LP. Outside of his advisory role, he is involved with Blue Jay Wireless, LLC as a consultant and shareholder, and serves as a manager and board member for Alive Fitness and Wellness Group. View Capital RIA provides investment advisory and consulting services to individual, high-net-worth, and institutional clients. The firm emphasizes manager selection and oversight, offers both discretionary and non-discretionary accounts, and frequently forms pooled investment vehicles to access private equity and other alternative opportunities.

Deborah Good is a CFP® professional with 11 years of industry experience. She has been with Clare Market Investments, LLC since 2014. Clare Market Investments provides discretionary investment management, financial planning, and selection and oversight of unaffiliated sub-advisors for individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a primarily long-term investment approach based on fundamental analysis, supplemented by technical and cyclical inputs, and manages approximately $556 million in discretionary assets.

Sharon Berry is a financial advisor at ISC Advisors, Inc. in Dallas, TX, holding the ChFC® designation and Series 63 license with 33 years of industry experience. Her prior roles include positions at Frost Investment Services and Frost Brokerage Services Inc. She has been with ISC Advisors and Institutional Securities Corp since 2021. ISC Advisors, Inc. serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services, managing approximately $1.54 billion in assets with a variety of model portfolios and a proprietary managed-account program.