Keith Barfield is a financial advisor at Signal Securities, Inc. in Dallas, TX, with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Signal Securities since 2014. In addition to his advisory role, Barfield operates a CPA practice providing accounting, tax, and consultation services. Signal Securities, Inc. offers fee-based asset management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach focuses on risk management through diversification and a consultative process, utilizing model portfolios and separately managed accounts primarily on a non-discretionary basis.

Grant Morris is a CFP® and CFA® with 10 years of industry experience. He has worked at McElhenny Sheffield Capital Management since 2016 and previously was with Alix Partners, LLP from 2009 to 2016. Outside of his advisory role, he is involved with Elkhorn Capital Partners LLC, an investment-related business focused on direct real estate investments. McElhenny Sheffield Capital Management serves individuals, high-net-worth clients, businesses, and institutional retirement plans, offering investment management and financial planning primarily through separately managed accounts. The firm employs a rules-based investment process centered on tactical ETF strategies driven by proprietary quantitative models and provides portfolio management to pooled investment vehicles and an actively managed ETF.

Ajoke Esomo is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Mills Wealth Advisors, LLC since 2023 and previously was with Bailey Anne Consulting and ASO Savings & Loans, PLC. Mills Wealth Advisors serves individuals and high-net-worth clients, focusing on executives, business owners, and their families. The firm offers wealth management services including financial planning, business planning, retirement-plan advisory, portfolio management, and consulting, and is notable for sponsoring private pooled investment vehicles and utilizing evidence-based, tax-aware portfolio strategies.

Jeffrey Robinson is a CFP® and ChFC® with 29 years of industry experience. He has worked at Guidestone Financial Resources of SBC since 2002. GuideStone Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm’s approach includes using model portfolios with affiliated GuideStone Funds and focuses on faith-based investing, offering a range of discretionary and advisory programs tailored to client and plan preferences.

Stephen Fitzpatrick is a financial advisor at Sanders Morris LLC with 23 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Sanders Morris Harris LLC since 2016 and Legg Mason Wood Walker, Incorporated from 2001 to 2005. Sanders Morris LLC provides investment advisory and related services to individuals, high-net-worth clients, retirement plan sponsors, trusts, estates, and business entities. The firm offers portfolio management primarily through wrap-fee programs and utilizes third-party managers and platforms while delivering a range of investment options across discretionary and non-discretionary strategies.

Chase Perry is a Certified Financial Planner® with 15 years of industry experience. He has worked at Beaird Harris since 2020 and previously spent 11 years at Fidelity Investments. He holds the Series 63 and Series 66 registrations. 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 a diversified investment approach grounded in Modern Portfolio Theory, utilizing primarily low-cost mutual funds and ETFs, and has expanded to include alternative investments and tax-managed strategies.

John Hickey is a financial advisor with Guidestone Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at GuideStone Financial Resources since 2021 and previously held roles at Stonemark, Inc Premium Finance, Dallas Baptist University, Liberty University, and Collin College. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and high-net-worth clients. The firm employs model portfolios and discretionary management, applying a faith-based investing policy and offering services such as GuideStone Wealth Management and GPS guided planning.

Brian Dusek is a financial advisor with Guidestone Advisors in Dallas, TX, holding Series 63 and Series 65 designations and three years of industry experience. He has worked at GuideStone Financial Resources since 2019 and previously was affiliated with The Village Church from 2014 to 2019. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and other entities, including high-net-worth clients and plan participants. The firm uses model portfolios and discretionary management, applying a faith-based investing policy and offering various packaged programs such as GuideStone Wealth Management and GuideStone Managed Accounts.

Kevin Varrichio is a financial advisor at Rhodes Investment Advisors, Inc. with 12 years of industry experience. He has been with Rhodes Securities, Inc. since 2016. Outside of his advisory role, he is a member of Fetch Capital LLC, a company that trades options. Rhodes Investment Advisors serves primarily individual clients, managing approximately $419 million across nearly 800 accounts. The firm offers portfolio management, financial planning, consulting, and third-party manager selection, employing a mix of discretionary and non-discretionary strategies that incorporate fundamental, technical, and charting analysis.

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.

Kelly Snider is a financial advisor at Beaird Harris with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Beaird Harris since 2021, following previous roles at Fidelity Investments from 2016 to 2021. Beaird Harris Wealth Management, LLC is an SEC-registered, fee-only advisory firm that manages approximately $2.27 billion across 800 client relationships. The firm serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, employing a Modern Portfolio Theory-based approach with diversified, low-cost funds and alternative strategies managed primarily on a discretionary, long-term basis.

Michael Moynihan is a financial advisor at Signal Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Signal Securities since 2005. Outside of his advisory role, he is involved in fixed insurance sales. Signal Securities, Inc. provides fee-based asset management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversified model portfolios and a consultative process tailored to client financial data, time horizon, and risk tolerance.

Brad Parsons is a financial advisor at Thryve Wealth Management with 17 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. LLC for 13 years, followed by roles at Edge Capital Group, LLC and SCS Capital Management LLC. Thryve Wealth Management offers wealth management, financial planning, discretionary investment management, and retirement plan advisory to individuals, high-net-worth clients, trusts, foundations, corporations, and other entities. The firm employs a Core-and-Satellite investment approach focused mainly on U.S. markets, combining fundamental analysis with passive direct indexing and alternative satellite allocations.

Laura Blair is a financial advisor at Vaquero Private Wealth, Ltd. in Dallas, TX, with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill, Purshe Kaplan Sterling Investments, and Syntal Capital Partners prior to joining Vaquero Private Wealth in 2019. Vaquero Private Wealth offers discretionary and non-discretionary investment management and financial planning for individuals, high-net-worth clients, and various institutional and tax-advantaged accounts. The firm builds customized, diversified portfolios using fundamental, cyclical, and technical research, incorporating a range of investment vehicles including ETFs, mutual funds, private funds, and derivatives.

Logan Cox is a financial advisor at Cabin Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at Arete Wealth Advisor LLC and Park Avenue Securities. Outside of his advisory work, Cox is a partner in Eric and Logans Sports Card Adventure LLP, a business involved in buying and selling sports cards online. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing over $220 million across more than 360 client relationships. The firm offers financial planning, portfolio management, and unified managed accounts using a range of investment analyses and due diligence on alternative investments.

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.

Colesen Evans is a financial advisor with Lexington Hill Partners, LLC in Dallas, TX, holding a Series 65 designation and eight years of industry experience. Prior to joining Lexington Hill Partners in 2019, he worked at Cypress Point Wealth Management and Winstead PC. Lexington Hill Partners provides wealth management and investment advisory services to individuals and high-net-worth families, including trusts and corporate entities. The firm focuses on long-term, low-turnover portfolios with diversified asset allocation and offers discretionary portfolio management alongside tailored consulting services for complex family needs.

James Hughes is a CFP® professional with seven years of experience in financial advisory roles, currently serving at Guidestone Advisors since 2026. His prior experience includes positions at CWM, LLC and Shane Hall Financial. He has also been involved with LakeRidge Baptist Church in a financial capacity. Guidestone Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm utilizes model portfolios with a faith-based investing policy and maintains close integration with affiliated entities such as GuideStone Funds and GuideStone Capital Management.

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.