Robert Garner is the principal of Garner Asset Management Corporation in Plano, TX, holding a Series 66 designation with 27 years of industry experience. He has led Garner Asset Management since its founding in 1998. Outside of his advisory work, he serves as a director of IPMG, LLC, a development-stage company focused on transferring commercially viable concepts from university and government environments to the private sector, where he provides occasional advice on financial structure. Garner Asset Management provides discretionary investment management to individuals, pension and profit-sharing plan participants, and trusts and estates. The firm uses fundamental analysis and a combination of long-term and short-term trading strategies, including short sales, while allowing clients to place written restrictions on investments or sectors.

Owen Hill is a financial advisor at The Lynd Group Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Texas Roadhouse before entering the financial industry. He is also an insurance agent affiliated with The Lynd Group, providing insurance services alongside his advisory role. The Lynd Group Advisors, LLC offers fee-based advisory services primarily focused on non-discretionary management of fixed indexed annuity contracts, financial planning, and referrals to third-party money managers. The firm combines annuity contract coordination with insurance carriers and uses fundamental, technical, and cyclical analysis, while also operating educational seminars and providing clients with a secure online portal.

Saragail Calloway is a financial advisor at Financial Security Services Group, Inc. with 11 years of industry experience. She holds a Series 66 designation and has been involved with Calloway Insurance and Financial Services since 2004, where she is an owner and insurance agent. Her work history also includes roles at Calloway Financial Inc. and Financial Security Services Group, Inc. Financial Security Services Group primarily advises individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental and technical analysis in its investment approach and provides educational workshops to clients and prospects.

Scott Miller is a financial advisor at Linch Financial, LLC in Plano, TX, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Linch Financial since 2018. Prior to his current role, he worked at Integrity Publishing Solutions and RightNow Ministries. Linch Financial provides discretionary and non-discretionary portfolio management and limited financial planning to individuals and business entities, including high-net-worth clients. The firm employs a range of strategies, including options and short sales, to manage customized portfolios.

Matthew Quinn is a CFA® charterholder with 20 years of industry experience. He has been with Legacy Consulting Group since 2017 and previously worked at Vicus Capital, Inc. for one year. Legacy Consulting Group provides portfolio management, financial life planning, and special project consulting for individuals, trusts, estates, charitable organizations, and other business entities. The firm uses a combination of quantitative research, qualitative manager due diligence, and a structured capital allocation framework to build and manage portfolios that typically include mutual funds, ETFs, individual stocks, and alternative strategies.

Leigh Goldblatt is a financial advisor with GFN Capital Management in Richardson, TX, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has worked with Kovack Securities, Inc. since 2007 and has been associated with Glazer Financial Network since 2002. Outside of investment advisory, Goldblatt is involved in multiple business activities including pension administration, fixed insurance sales, and marketing services targeted at doctors. GFN Capital Management provides investment advisory and management services to individuals, trusts, corporations, retirement plans, and other entities. The firm employs a combination of fundamental, technical, cyclical, and charting analyses, offering both discretionary and non-discretionary portfolio management alongside access to model portfolios and third-party managers.

Brad Little is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with HPC Wealth Advisors L.L.C. since 2013. Little is also a licensed insurance agent. TL Private Wealth is a team-based firm serving primarily high-net-worth individuals with discretionary investment supervisory services and integrated financial planning. The firm uses a strategic asset allocation approach with periodic rebalancing and fundamental and cyclical analysis to select securities, typically operating under discretionary authority.

Cory Procter is a financial advisor with Pro Capital LLC in Southlake, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Woodbury Financial and Kill Cliff. Outside of his advisory work, he engages in public speaking and coaching related to his athletic background, and serves on nonprofit boards focused on children’s and community initiatives. Pro Capital LLC advises individual and high-net-worth clients, as well as pension and business plans, offering discretionary portfolio management and pension consulting. The firm emphasizes individualized investment plans with a long-term trading approach centered on equities and utilizes several custodial platforms, including affiliated insurance services.

Zachary Hope is a financial advisor at Indivisible Partners with 12 years of industry experience. He holds a Series 66 designation and previously worked at Stifel, Nicolaus & Company, Bank of America, and Merrill Lynch. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing model portfolios and third-party managers to tailor strategies for its clients.

Kasem Abdullah is a financial advisor with Beacon Financial Group in Dallas, TX, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Fisher Investments and Edward Jones. Beacon Financial Group provides wealth management, financial planning, retirement, and trust and estate consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business organizations. The firm manages approximately $1.3 billion in discretionary assets using customized portfolios based on fundamental, technical, and cyclical analysis.

Ryan Mcdonald is a financial advisor with Vann Equity Management LLC in Plano, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at several firms including B. B. Graham & Co. Inc., Per Stirling Capital Management, and TRS Advisors. Mcdonald serves as a director on the board of the Russ Martin Show Listeners Foundation, a charitable organization. Vann Equity Management LLC is a mid-sized SEC-registered investment adviser with a team of six advisors managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a blend of model-based and customized investment strategies across various asset classes and uses sub-advisory relationships for specialized real estate investments while maintaining primary advisory oversight.

Jay Beerley is a financial advisor at Provision Asset, LLC with 10 years of industry experience. He holds a Series 65 designation and operates a separate insurance practice as an independent insurance agent. Beerley has been affiliated with Provision Asset since 2015 and also maintains a role as a sole proprietor in insurance sales and services. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies. The firm employs fundamental, technical, and cyclical analysis to manage portfolios on a discretionary basis and utilizes sub-advisors and third-party money managers as part of its service model.

David Miller is a ChFC® credentialed financial advisor with 38 years of industry experience. He currently works at Eagle Financial Advisors, LLC and serves as president of Miller Financial Services, Inc., a life insurance and annuity firm. His prior roles include positions at CLA USA Advisory Group, Nvest Wealth Strategies, Cuna Brokerage, United Federal Credit Union, CUSO Financial Services, and Ameriprise Financial. Eagle Financial Advisors, LLC is a team-based firm managing approximately $113 million in assets, primarily on a non-discretionary basis. The firm serves individuals, high-net-worth clients, trusts, and business entities, using quantitative methods and third-party research to build client-specific investment policies and monitor portfolio allocations.

David Blair is a Series 66-licensed advisor at Quadcap Wealth Management, LLC with 21 years of industry experience. He has been with Quadcap since 2009. Quadcap Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities, providing portfolio management, financial planning, and integrated tax preparation services. The firm emphasizes tailored asset allocations focused on clients near or in retirement and uses multiple research providers to construct diversified portfolios.

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.

Tamlyn Baker is a CFP® professional at Parkway Wealth Management Group, LLC with 33 years of industry experience. She has been with Parkway Wealth Management since 2016, including the firm’s affiliated entities and Raymond James Financial Services. Outside of advising, she is the owner of an agricultural business focused on timberland management and operates a support company for publishing business-related books. Parkway Wealth Management Group is a federally registered investment adviser managing over $1.2 billion in assets for individuals, families, business owners, and institutional clients. The firm offers portfolio management, financial planning, consulting, and 401(k) plan services using a goal-based approach with diversified asset allocation strategies.

Joel Hackney is a financial advisor with Parkway Wealth Management Group, LLC, holding a Series 63 designation and 31 years of industry experience. He previously worked at Raymond James Financial and Cabot Lodge Securities LLC. Outside of his advisory role, he is separately licensed as an independent insurance agent and is involved with Solely Foster, LLC, a collegiate products business in Tyler, TX. Parkway Wealth Management Group manages approximately $1.22 billion in discretionary assets for individuals, families, business owners, and institutional clients. The firm offers portfolio management, comprehensive financial planning, and 401(k) plan services using a goal-based approach that includes in-house and third-party model portfolios.

Timothy Allin is a financial advisor at GDS Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked at Norman Window Fashions and Shoppa's Material Handling. GDS Wealth Management serves individual and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets across a multi-advisor team, utilizing model portfolios based on Raymond James research to allocate investments across various asset classes.

Emmanuel Iroko is a financial advisor at Harvest Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Plero, Artium, Selby Lane Capital, and Giverise, where he is also Founder and CEO. Outside of advisory work, he founded Varens SoftTech LLC, a technology talent recruitment and software development business. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charities. The firm employs a multi-advisor team approach and actively manages portfolios using a range of strategies and analyses tailored to client objectives.

Matthew Pence is a financial advisor at Fluent Financial, LLC in Dallas, TX, holding a Series 65 credential with three years of industry experience. He previously worked at Fisher Investments for six years and spent time at Wells Fargo and Off Broadway Shoe Warehouse. Fluent Financial serves individuals, including high-net-worth clients, trusts, pension plans, and business entities, managing approximately $330 million through wrap-fee accounts. The firm employs a variety of investment strategies guided by fundamental, technical, and cyclical analysis and offers pension plan participant education and consulting.