Brandon Ratzlaff is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Cypress Point Wealth Management, LLC since 2016. Outside of his advisory role, he contributes as a researcher with the Income Lab Academic Research Council and serves on the investment committee for Partners for Sacred Places. Cypress Point Wealth Management serves high-net-worth individuals, families, trusts, and select family office clients, providing financial planning, discretionary investment management, family office services, and private fund advisory and administrative services. The firm emphasizes long-term, low-turnover investment strategies with diversified portfolios and offers specialized family office support and private fund involvement.

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 CFP® and Series 66-registered advisor with 11 years of industry experience. She is affiliated with Penn Davis McFarland Inc. in Dallas, TX, and has held roles at Charles Schwab Bank, Charles Schwab, Ameriprise, and has managed an Air B&B business since 2017. Penn Davis McFarland serves high-net-worth individuals, trusts, charitable organizations, and retirement plans with a primarily fundamental, long-term investment approach focused on public equities, bonds, and cash equivalents. The firm also offers financial planning, family office services, and maintains concentrated portfolios alongside administrative and research-related brokerage services.

Susan Bryant is a financial advisor at Arrowroot Family Office, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at The MB Group, LLC for 17 years. Outside of her advisory role, Bryant is the CEO of Unboxed Advisors, LLC, an accounting, tax, and business advisory firm. Arrowroot Family Office provides wealth management and comprehensive financial planning services to individuals, families, and various institutional clients. The firm focuses on asset allocation using analytical tools to construct diversified portfolios, actively managing and occasionally incorporating alternative investments and private placements.

Kevin Bonn is a financial advisor at Martinsen Wealth Management with credentials including Series 65 and Series 63 licenses. He has been in the industry since 1999, with prior experience at Sanford Advisors, Inc. and Benchmark Innovative Solutions before joining Martinsen Wealth Management. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to a diverse client base including individuals, retirement plans, trusts, and corporations. The firm manages most client accounts on a discretionary, wrap-fee basis and employs a range of investment strategies, combining firm-managed and third-party models.

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.

Rodney Kee is a financial advisor at First Western Securities, Inc. with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, National Life Group, Equity Services, Inc., and LPL Financial. Outside of his advisory role, he is also involved as an agent in life insurance and fixed annuity sales. First Western Securities provides fee-based investment advisory services primarily to individual clients, including high net worth individuals. The firm uses a tactical asset allocation approach and manages portfolios with a variety of instruments tailored to clients’ objectives and risk tolerances.

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 Hodges Capital Management Inc., holding Series 63 and Series 65 credentials and over 39 years of industry experience. He has been with First Dallas Securities since 1989 and founded Hodges Capital Management in 1998. Hodges serves on the investment foundation committee for the YMCA of Metropolitan Dallas and is a board member of the North Texas Crime Commission. First Dallas Securities serves individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a discretionary, equity-focused investment approach that integrates fundamental and technical analysis, managing accounts primarily through a commission-based, transaction-oriented model.

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.

David Lim is a financial advisor at Leo Wealth Americas, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Waddell & Reed and Expatriate Financial Strategies LLC. Outside of his advisory role, he owns TIETAX, LLC, where he prepares US tax returns for clients. Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting, and access to alternative and model portfolios for individuals, trusts, retirement plans, foundations, and institutional clients. The firm utilizes a combination of systematic and discretionary strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementation.

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.

Daniel Savard is a financial advisor with Leo Wealth Americas, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at BFT Financial Group, LLC, Main Street Advisors, LLC, and Cincinnati Analysts, Inc. Outside of his advisory work, Savard is involved in insurance and pension-related businesses, including ownership and consulting roles dating back to the late 1970s. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to a diverse client base, including individuals, trusts, retirement plans, foundations, and institutional clients such as sovereign wealth funds and government entities. The firm uses a combination of systematic and discretionary investment strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementation.

Mark Cawyer is a financial advisor at Navigo Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Navigo Wealth Management since 2008. In addition to his advisory role, Mr. Cawyer is involved in soliciting qualified clients for private offerings through Rex Gold Partners under a solicitor agreement. Navigo Wealth Management serves individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a range of investment strategies including derivatives and leverage, and uses both traditional management and web-based platforms to implement client Investment Policy Statements.

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.

Aleksey Mironenko is a Series 65 licensed advisor with five years of industry experience. He is currently affiliated with Leo Wealth Americas, LLC and has held roles at related entities including Leo Wealth, LLC and BFT Financial Group, LLC, as well as Leo Capital Corp (Hong Kong) Limited where he serves as Head of Investment Solutions. His background also includes four years at Premia Partners. Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting, and access to alternative funds and model portfolios for a diverse client base including individuals, trusts, retirement plans, foundations, and institutional clients such as sovereign wealth funds and municipal governments. The firm employs a combination of systematic and discretionary investment strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Chase Gerald is a CFP® with four years of industry experience, currently serving as an advisor at Dew Wealth Management in Dallas, TX. His prior roles include positions at J.P. Morgan Securities, LLC, JPMorgan Chase Bank, N.A., Allstate Insurance Company, and New York Life Insurance Company. Outside of advising, he is also licensed as an insurance agent involved in the sale of insurance products. Dew Wealth Management serves individuals and high-net-worth clients, including business owners, pension and profit-sharing plans, and charitable organizations. The firm offers a range of wealth management services combining financial planning, investment oversight, and coordination of outside professionals, utilizing both discretionary and non-discretionary investment management approaches.