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.

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.

Robert Brauer is a CFP® with 11 years of industry experience, currently serving at Snider Advisors in Irving, TX. He has been with Chronim Investments, now part of Snider Advisors, since 2014. Snider Advisors provides investment advisory and consulting services to individual and corporate clients, employing a rules-based, income-oriented strategy known as the Snider Investment Method. The firm manages approximately $216 million in assets across discretionary and non-discretionary accounts, and offers technology-enabled tools alongside portfolio management and educational workshops.

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, holding a Series 66 designation and bringing seven years of industry experience. His prior roles include positions at Woodbury Financial, OSAIC, and Kill Cliff. Outside of advising, he is involved in public speaking and coaching related to his athletic background and serves on the boards of two nonprofit organizations focused on supporting children. Pro Capital LLC offers portfolio management and pension consulting services to individuals, pension plans, and corporate clients. The firm focuses on equity-centered portfolios using long-term trading and charting analysis and provides services such as discretionary trading authority and regular portfolio reviews.

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.

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.

John Rubottom Jr. is a CFP® with 23 years of industry experience, currently with Cottonwood Capital Advisors in Irving, TX. He previously worked at Commonwealth Financial Network for seven years before joining Cottonwood Capital. Cottonwood Capital Advisors provides financial planning, retirement-plan consulting, and discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, corporations, other advisers, and private funds. The firm combines advisor-led portfolio construction with model portfolios and asset allocation, and serves as a fund sponsor and private-fund adviser managing pooled vehicles and special purpose vehicles for qualified clients.

Yuan Fang is a financial advisor at Leo Wealth Americas, LLC with Series 65 registration. Fang has seven years of industry experience, having worked at Leo Wealth Americas since 2019 and previously at Cistri and Waters Economics. 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 employs a combination of systematic and discretionary strategies with a focus on diversification, tax efficiency, and low-cost ETF implementation.

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.

Shabana Nathoo is a financial advisor at Navigo Wealth Management, LLC with 16 years of industry experience. She holds the Series 65 and Series 66 credentials and has worked at Navigo Wealth Management since 2017. Ms. Nathoo also serves as a Teaching Assistant at Rice University and has spent time as an expatriate traveling abroad. Navigo Wealth Management serves individual and corporate clients, including high-net-worth individuals, providing portfolio management, financial planning, sub-advisory services, and an automated discretionary portfolio management platform. The firm uses model portfolios, written Investment Policy Statements, and offers both discretionary and non-discretionary account management, incorporating strategies such as options writing and private placements.

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.

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.

Chase Cawyer is a financial advisor with Navigo Wealth Management, LLC, holding a Series 65 credential and 12 years of industry experience. He has been with Navigo Wealth Management since 2014 and concurrently works as a practicing physician completing his OB/GYN residency. Additionally, Mr. Cawyer participates in a solicitor arrangement with Rex Gold Partners involving private offering solicitations. Navigo Wealth Management provides advisory services primarily to individual and high-net-worth clients, as well as business entities, offering portfolio management, financial planning, and automated discretionary portfolio management. The firm uses written Investment Policy Statements and model portfolios, employing strategies that include derivatives and private placements, and operates from multiple offices.

Craig Wenning is a financial advisor at Annandale Capital, LLC in Dallas, TX, with 18 years of industry experience. He holds the Series 66 designation and has been with Annandale Capital since 2009. Annandale Capital provides discretionary investment management and manager selection services to individuals, family offices, trusts, estates, charitable organizations, and other business entities. The firm employs a comprehensive investment process that includes quantitative, qualitative, and operational due diligence across a wide range of asset classes, and it serves both retail and institutional clients.