Alexander Gass is a financial advisor at Paradigm Advisors, LLC in Dallas, TX, holding a Series 65 credential. He has professional experience at AlixPartners, Alvarez and Marsal, and KPMG prior to joining Paradigm Advisors in 2026. Paradigm Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a passive, model-based investment approach with primarily low-cost, broadly diversified ETFs and offers discretionary investment management, comprehensive financial planning, and personal tax return preparation through a third-party provider.

Alexis Brown is a financial advisor at Brown and Brown Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 credentials with 21 years of industry experience. She has been affiliated with Brown and Brown Securities, Inc. since 2010. Brown and Brown Financial Services provides discretionary investment management primarily for individuals, IRAs, businesses, business retirement plans, and trusts. The firm manages portfolios on an individualized basis, following a long-term, asset-allocation strategy focused on preservation of principal and gradual wealth accumulation through high-quality equities and investment-grade fixed income.

Patrick Pope Jr. is a financial advisor with HG Tailored Financial Services in Dallas, TX. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Patrick has worked at multiple firms including LPL Financial and BB&T entities, and operates his own sole proprietorship. HG Tailored Financial Services provides discretionary asset management, financial planning, and retirement plan services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a mix of fundamental, technical, and charting analysis to develop customized investment programs aligned with clients' goals and risk tolerance.

Jesse Huebner is a financial advisor at Fortune Wealth Management, LLC in Dallas, TX, holding a Series 65 credential with three years of industry experience. His prior roles include positions at Leon Capital Group, RREAF Holdings, and Legacy Star Capital Partners. Fortune Wealth Management provides discretionary investment management and financial planning services to individual and institutional clients, including pension plans, ERISA accounts, trusts, and business entities. The firm employs an asset-allocation based approach supported by multiple securities analysis methods and manages approximately $396 million in assets under management.

Sameer Chand is the Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity Investments since 2005, progressing through various positions including Vice President Financial Consultant, Financial Planning Consultant, Investment Consultant, and Retirement Investment Services. His extensive experience within the company highlights his long-term commitment to financial consulting. Throughout his career, Sameer has focused on working closely with clients to develop financial plans tailored to their individual goals and situations. He holds a California Insurance License, supporting his ability to provide comprehensive financial advice. Outside of his professional work, Sameer enjoys fitness, hiking, and tennis.

Robert Prather Jr. is a CFA® charterholder with 15 years of industry experience. He has been with Vision Research, LLC since 2012, where he serves as an advisor. Vision Research, LLC provides qualitative research and analytical services on U.S. equities to investment managers, primarily hedge funds and investment limited partnerships. The firm combines fundamental and technical analysis with proprietary tools to deliver speculative trading ideas for professional money managers.

Joshua Orton is a financial advisor at LGT Financial Advisors LLC in Dallas, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including TD Ameritrade and National Estate Services LLP. LGT Financial Advisors serves individual and high-net-worth clients, as well as pension and charitable accounts, offering portfolio management, financial planning, and consulting. The firm employs a variety of investment strategies across multiple asset classes and provides clients access to private investment funds and separately managed account programs.

Gary Wood is a financial advisor at Concorde Investment Management with 33 years of industry experience. He has been with Concorde since 1981. Concorde Investment Management provides investment advisory and financial planning services primarily to individual clients, trusts, estates, corporations, limited partnerships, and other private entities. The firm employs a value-and-income investment approach with a focus on fundamental analysis, managing separately managed accounts and advising an in-house mutual fund, while also offering consulting services related to private pooled investment vehicles.

Daniel Rascoe is a financial advisor at Ensemble Financial, Inc. based in Dallas, TX, holding Series 63, Series 65, and Series 66 licenses with 23 years of industry experience. His prior roles include positions at Titleist Asset Management, Sunrise Financial Services, Madison Avenue Securities, and TD Ameritrade. Ensemble Financial serves individuals, pension and profit-sharing plans, and corporate clients by providing portfolio management, financial planning, and referrals to third-party money managers. The firm tailors client relationships through Investment Policy Statements and employs both fundamental and technical analysis in its investment strategies. The firm also engages in intermediary activities and maintains fee-sharing and referral arrangements with third-party managers and lenders.

Timothy Purser is a financial advisor at Shade Tree Partners LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Shade Tree Partners since 2015 and is also involved with Provident Advisors LLC, where he has worked since 2002. Outside of his advisory roles, Purser serves as president of the Arbor Lakes Homeowners Association, a volunteer position he has held since 2005. Shade Tree Partners serves individual investors, trusts, estates, non-profit organizations, corporations, and retirement plans by providing portfolio management, investment policy development, and financial planning. The firm manages approximately $80 million for around 60 clients, employing a mix of fundamental and technical analysis with a focus on broad market exposures such as index funds and ETFs.

Geoffrey Gannon is a financial advisor with Focused Compounding Capital Management, LLC in Dallas, TX. He holds a Series 65 designation and has eight years of industry experience. Gannon previously worked with Whitney Kuhn, LLC and GuruFocus. Focused Compounding Capital Management provides discretionary portfolio management to individual and high-net-worth clients, as well as pooled investment vehicles, corporations, insurance companies, and governmental entities. The firm employs a fundamental, long-term, concentrated investment strategy focused on overlooked equities such as spin-offs and small-cap companies.

Mark Shelton is a financial advisor with Alexander D Cohen Investments, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at Alexander D Cohen Investments since 2021 and has prior experience with LifePro Asset Management, as well as running his own businesses, Mark Anthony Shelton and ECA Marketing. Alexander D Cohen Investments, LLC provides portfolio management and adviser selection services to individual and high-net-worth clients, focusing on mutual funds, fixed income, equities, and the Matson Money family of funds. The firm operates primarily on a non-discretionary basis, emphasizes asset allocation and long-term investment strategies, and prepares Investment Policy Statements for each client.

Ansley Bridges is a financial advisor at Lexington Hill Partners, LLC in Dallas, TX, holding a Series 65 designation and has four years of industry experience. Prior to joining Lexington Hill Partners in 2023, Bridges worked at The Welch Group, LLC and PriceWaterhouseCoopers. Lexington Hill Partners advises individuals and high-net-worth families, including trusts and corporate entities, providing discretionary investment management alongside limited consulting services such as personal budgeting, trustee duties, philanthropy coordination, and estate planning facilitation. The firm focuses on long-term, low-turnover portfolios with a diversified asset allocation and offers formal family office–style consulting and due diligence on private equity and alternative investments.

Donald Harris is a financial advisor at Beaird Harris with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Beaird Harris Wealth Management, Inc. since 1996, as well as Beaird Harris & Co P.C. since 1989. Outside of his advisory role, he serves as a managing officer and trustee for several trusts and management companies. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs Modern Portfolio Theory with diversified asset-class exposure primarily through low-cost mutual funds and ETFs, and it offers alternative investments and tax-managed strategies.

Scott Wallace is a Series 65 licensed financial advisor with 23 years of industry experience. He is based in Dallas, TX, and is also an attorney with a legal practice that occupies less than 10% of his time, which he plans to discontinue as his advisory business grows. Wallace is part of Wallace Capital Management, Inc., a six-advisor team. Wallace Capital Management serves a diverse client base, including high-net-worth individuals, retirement plans, charitable institutions, and private investment funds. The firm focuses on discretionary portfolio management and private fund advisory, employing an investment strategy that targets valuation discrepancies within a macroeconomic and industry framework.

Elizabeth Lohmeier is a CFP® and CFA® with three years of industry experience, currently serving as a financial advisor at Fidelis Capital Partners, LLC since 2022. Prior to joining Fidelis Capital, she worked for eight years at Bank of America - Private Bank. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and nonprofit organizations, and other business entities. The firm employs a blend of quantitative, fundamental, technical, and economic analysis to guide portfolio management, offering both discretionary and non-discretionary services alongside business consulting and third-party provider recommendations.

William Caldwell III is a CFP® professional at Guidestone Advisors with four years of industry experience. He has worked at GuideStone Financial Resources since 2021 and has prior experience with Whole Foods, Patton House, Breaking Free Ministries, and King Soopers. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs model portfolios primarily using affiliated GuideStone Funds and applies a faith-based investing policy, offering a range of discretionary and non-discretionary programs tailored to client preferences.

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.

Kraishylea Agboaye is a financial advisor with Beaird Harris in Dallas, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Beaird Harris, she worked at Avantax Investment Services, Inc. and Fidelity Investments. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser that serves individuals, high net worth clients, trusts, estates, charitable organizations, pension and participant-directed retirement plans, and business entities. The firm employs a Modern Portfolio Theory approach, focusing on diversified asset-class exposure through low-cost mutual funds and ETFs, and has expanded to include alternative investments such as private credit and digital-asset exposures.

Donald La Grange is a financial advisor with Murphy & Sylvest in Dallas, TX, holding CFP®, ChFC®, and Series 65 credentials and five years of industry experience. Prior to joining Murphy & Sylvest, he served in the United States Army for 21 years. He also owns a service-disabled veteran-owned entity in Texas used for insurance residual income. Murphy & Sylvest provides portfolio management, financial planning, and project-based consultations to individuals, high-net-worth clients, and charitable organizations. The firm employs a strategic asset allocation approach with a focus on long-term buy, hold, and rebalance strategies, incorporating fiduciary analysis and multiple investment methodologies.