Saragail Calloway is a financial advisor with Financial Security Services Group, Inc. and holds a Series 66 designation with 12 years of industry experience. She has worked at Financial Security Services Group since 2019 and previously operated Calloway Financial Inc. She is also the owner and insurance agent at Calloway Insurance and Financial Services. Financial Security Services Group, Inc. provides advisory services primarily to individual and high-net-worth clients, managing approximately $83.4 million across about 323 client relationships. The firm offers discretionary asset management, financial planning, and client workshops, utilizing a combination of fundamental and technical analysis along with proprietary market-timing signals.

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 experience in the financial industry. He is currently with The Mather Group, LLC and previously worked at Legacy Consulting Group, Vicus Capital, Inc., and LEE Financial Company, LLC. Quinn has spent a significant portion of his career at Legacy Consulting Group, where he worked for nine years. Legacy Consulting Group provides portfolio management, financial life planning, and special project consulting for individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary and non-discretionary assets and employs a combination of quantitative research, qualitative due diligence, and a structured capital allocation framework to build portfolios from mutual funds, ETFs, individual stocks, and alternative strategies.

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.

Brad Little is a CFP® with 16 years of experience in financial advising. He is currently affiliated with TL Private Wealth and has previously worked at HPC Wealth Advisors L.L.C., USAA Financial Planning Services, and Cetera Wealth Services, LLC. He is also a licensed insurance agent. TL Private Wealth provides investment supervisory services and financial planning to individuals and high-net-worth clients, focusing on strategic asset allocation with periodic rebalancing and integrating tax and retirement considerations into its advisory services. The firm manages accounts on a discretionary basis and uses Fidelity Institutional as its exclusive custodian.

Cory Procter is a Series 66-licensed financial advisor with seven years of industry experience, currently serving at Pro Capital Wealth Management. His career includes roles at OSAIC and Woodbury Financial, and he maintains activities outside finance as a public speaker and coach focusing on leadership and teamwork, as well as board memberships for nonprofits supporting fatherless children and children’s ministry and athletics. Pro Capital Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, corporations, and various entities. The firm typically manages discretionary client accounts using model portfolios and a combination of tactical and strategic asset allocation, while pension consulting services are provided on a non-discretionary basis.

Mark Shelton is a financial advisor at Alexander D Cohen Investments, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked in asset management and marketing since 1999. Shelton's background includes roles at LifePro Asset Management and his own marketing business. Alexander D Cohen Investments primarily serves individual and high-net-worth clients, offering portfolio management and financial planning tailored to client goals and risk tolerance. The firm’s investment approach uses modern portfolio theory and focuses on long-term trading, with most assets managed on a non-discretionary basis.

Debbie Feuer is a financial advisor with Fulcrum Wealth Management in Plano, TX, holding Series 63 and Series 65 licenses and having 30 years of industry experience. Her prior work includes roles at Fulcrum Equity Management, Securities America Advisors, WFG Investments, LPL Financial, and MDK Financial Group. Feuer serves on the Board of Trustees for the Moores Music Society at the University of Houston, supporting scholarships and projects for the music school. Fulcrum Equity Management provides discretionary portfolio management, financial planning, and consulting services to individuals, employee benefit plans, and other registered investment advisers. The firm utilizes fundamental and technical analysis along with a range of investment vehicles to build and monitor individualized client strategies and also offers sub-advisory services and sponsorship of a wrap fee program.

Zachary Hope is a financial advisor at Indivisible Partners with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Stifel, Bank of America, N.A., and Merrill. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party investment manager selection. The firm employs a strategic asset allocation framework and offers active, passive, and blended investment approaches tailored to client risk profiles, including access to private and alternative investments.

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.

William Caldwell III is a CFP® professional with four years of industry experience, currently serving at Guidestone Advisors. His prior work includes roles at GuideStone Financial Resources and experience with several organizations such as Whole Foods and Breaking Free Ministries. Guidestone Advisors, LLC offers investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm utilizes model portfolios focused on affiliated GuideStone Funds and applies a faith-based investing policy in its recommendations.

David Miller is a financial advisor at Eagle Financial Advisors, LLC with 39 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including CLA USA Advisory Group, Hornor, Townsend & Kent, and Ameriprise Financial. Miller is also president of Miller Financial Services, Inc., a life insurance and annuity firm he has led since 1993. Eagle Financial Advisors, LLC serves individuals, high-net-worth clients, trusts, and businesses by providing portfolio management and third-party manager selection, primarily on a non-discretionary basis. The firm uses quantitative techniques and third-party research to build client-specific investment policies and employs custodial and technology platforms for trade execution and reporting.

Kraishylea Agboaye is a financial advisor at Beaird Harris with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Avantax Investment Services, Inc. and Fidelity Investments. Beaird Harris Wealth Management, LLC is an SEC-registered, fee-only advisory firm with 18 advisors managing approximately $2.27 billion for around 800 client relationships. The firm provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, employing a Modern Portfolio Theory-based approach with diversified, low-cost funds and a range of alternative investments.

David Blair is a financial advisor at Quadcap Wealth Management, LLC with 21 years of industry experience. He holds the Series 66 designation and has been with Quadcap since 2009. QuadCap Wealth Management provides investment management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm offers tailored asset allocation strategies, family office coordination, trustee services, and in-house tax preparation, utilizing advanced tools including an AI-enabled platform for estate planning.

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.

Isaak Mc Guire is a Series 66-licensed financial advisor at Guidestone Advisors with three years of industry experience. He previously worked at Goldman Sachs and Northwestern Mutual before joining GuideStone Financial Resources. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes model portfolios that incorporate affiliated GuideStone Funds alongside third-party options and applies a faith-based investing policy.

Tamlyn Baker is a CFP® with 33 years of industry experience, currently serving at Parkway Wealth Management Group, LLC. She has been with Parkway and its related entities since 2016. Outside of her advisory role, she owns and manages B Rocking Ranch LLC, a timberland property, and is involved with Red Bird Hallow Inc., a support company related to a business publication. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets, serving a diverse client base including individuals, families, business owners, and institutional clients. The firm offers comprehensive financial planning and portfolio management, employing a personalized investment approach with diversified strategies across multiple asset classes.

Joel Hackney is a financial advisor at Parkway Wealth Management Group, LLC with 31 years of industry experience. He holds a Series 63 designation and previously worked at Raymond James Financial for 25 years before joining Parkway Wealth Management Group. Outside of his advisory role, he is solely involved with Solely Foster, LLC, a collegiate products business based in Tyler, TX. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and other institutional clients. The firm offers portfolio management, comprehensive financial planning, 401(k) advisory services, and financial consulting using a holistic, personalized investment approach with diversified portfolios and both in-house and third-party management strategies.