Porter Ozanne III is a financial advisor with Probity Advisors, Inc. in Dallas, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 26 years of industry experience and has been associated with Probity Advisors since 2002. Outside of his advisory role, he is vice president and co-owner of FA Holdings, Inc., a technology services company providing data analytics and integration services to Probity Advisors, as well as the sole owner of a life insurance agency. Probity Advisors, Inc. provides discretionary portfolio management, financial planning, annuity allocation, consulting, and retirement plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm combines active stock selection and fixed-income management with ETF-based tactical allocation and quantitative rebalancing, employing various analytical methods and options strategies tailored to client objectives and risk profiles.

Thomas Marshburn Jr. is a financial advisor with Capital Markets IQ, LLC in Arlington, TX. He holds Series 63 and Series 65 credentials and has 34 years of industry experience. Marshburn has been with Capital Markets IQ since 2016. Outside of advisory work, he owns Red Rock Mortgage Management LLC, which manages his personal mortgage-backed securities. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including individual investors, small businesses, and pension plans. The firm employs a multi-branch operating model with centralized supervision and offers a broad range of portfolio management, financial planning, and consulting services across various asset classes.

Stephen Tally is a financial advisor at Leo Wealth Americas, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Butler Freeman Tally Financial Group, LLC since 1998 and Leogroup Wealth Solutions, LLC since 2021. He is also registered as an agent for D. Larsen Management in a non-compensated capacity. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to individuals, trusts, retirement plans, foundations, and institutional clients, including sovereign wealth funds and government entities. The firm employs a combination of systematic and discretionary investment strategies and emphasizes diversification, tax efficiency, and low-cost ETF implementation.

Cynthia Ng is a CFA® charterholder with one year of experience at Leo Wealth Americas, LLC. She previously worked at Three Capital Partners for one year and spent eight years at Goldman Sachs Asia L.L.C. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to individuals, trusts, retirement plans, foundations, and institutional clients. The firm employs a combination of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Justin Jones is a financial advisor with Fidelis Capital who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior roles include positions at Level Four Advisory Services, AE Wealth Management, Valiant Wealth Management, Advantage Commercial Lending, JL Cochran & Co, and Transamerica Financial Advisors. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and non-profit organizations, and other business entities. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide portfolio management and also serves as a sub-adviser to a private fund exempt under the Investment Company Act of 1940.

Mark Henderson is a financial advisor at ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Institutional Securities Corporation in 2024, he worked at the University of Oklahoma and Lovejoy High School. ISC Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, and other U.S. and international organizations. The firm manages approximately $1.6 billion in assets and offers both discretionary and non-discretionary portfolio management, financial planning, and pension consulting, with investment decisions overseen by an internal committee and implemented through various advisory options.

Jason Morton is a financial advisor at Vaquero Private Wealth, Ltd. in Dallas, TX, holding the CFP®, CFA®, and Series 63 designations with 12 years of industry experience. His prior roles include positions at Northern Trust and Shamrock Asset Management LLC. Vaquero Private Wealth is an independent advisory firm serving individuals, corporations, trusts, estates, donor-advised funds, retirement plans, and insurance company clients. The firm provides discretionary investment management and personalized financial planning, constructing customized, tax-aware portfolios that combine public and private investments across multiple asset classes.

Harry Martin is a financial advisor at GoalVest Advisory LLC in Dallas, TX, with 19 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining GoalVest Advisory in 2022, Martin worked at Rim Securities LLC and Rochdale Investment Management from 2008 to 2017. GoalVest Advisory primarily serves high-net-worth individuals, charitable organizations, and pooled investment vehicles, offering discretionary portfolio management, financial planning, and subadvisory services. The firm employs a combination of fundamental equity research, quantitative analysis, modern portfolio theory, and technical analysis to develop tailored investment strategies and typically manages accounts on a discretionary basis.

William Litton is a financial advisor at Lexington Hill Partners, LLC in Dallas, TX, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has worked at Lexington Hill Partners since 2019 and previously at Cypress Point Wealth Management LLC from 2014 to 2019. 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, diversified portfolios with discretionary management and offers concierge-style consulting for complex family financial needs.

Priya Intwala is a financial advisor at Clare Market Investments, LLC in Dallas, TX, with 14 years of industry experience. She holds a Series 66 designation and has worked at Clare Market since 2018, following a three-year tenure at Oppenheimer & Co. Inc. Clare Market Investments, LLC provides discretionary investment management and financial planning services for individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a primarily long-term investment approach grounded in fundamental analysis and manages approximately $556 million in discretionary assets across about 206 client relationships.

Caleb Madden is a financial advisor at Madden Asset Management in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Madden Asset Management, he worked at Hodges Capital Management. Madden Asset Management provides discretionary and non-discretionary investment supervisory services and consulting to individuals, corporations, trusts, and other organizations, employing both fundamental and technical analysis to manage assets across multiple investment types.

Keith Pillers is a CFP® professional with seven years of industry experience. He has worked at Ackerman Capital Management since 2019 and previously held roles at Bank of Texas and THE MILESTONE GROUP, INC. Ackerman Capital Management provides wealth management services to high-net-worth individuals, families, trusts, corporations, charitable entities, and certain pension plans. The firm offers separately managed accounts and retirement plan consulting, and also sponsors private pooled funds, including a municipal bond fund and a multi-strategy digital-asset fund.

Cliff Mead is a CFP® professional with 26 years of industry experience, currently serving at Gerald Baker Financial Group, L.L.C. dba Baker Financial Services in Arlington, TX. He has been with the firm and its affiliate GRB Financial, LLC since 2003. Gerald Baker Financial Group is a five-advisor team managing approximately $833 million in assets for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm focuses on capital preservation through a long-term, asset-allocation strategy that incorporates active managers, broad market indexes, ETFs, individual securities, and fixed-income instruments.

Reid Rottino is a financial advisor at ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation with five years of industry experience. His prior work includes roles at ISC Group, Inc., The Trails Golf Club, and Tyler Technologies. ISC Advisors serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, foundations, and other U.S. and international institutions. The firm manages approximately $1.6 billion in assets across discretionary and non-discretionary portfolios and offers financial planning, pension consulting, and a range of advisory options including managed-account programs and third-party sub-advisors.

Harrison Smith is a financial advisor at McGowanGroup Asset Management, Inc. in Dallas, TX, holding a Series 65 designation and five years of industry experience. He has been with McGowanGroup since 2019 and previously studied at Texas Tech University. McGowanGroup Asset Management, Inc. serves individuals, high-net-worth clients, trusts, retirement plans, and other entities with fee-based asset and portfolio management. The firm employs a model-driven investment process combining tactical multi-asset allocation with income or growth selection, offering wrap and non-wrap fee programs and utilizing Pershing Advisor Solutions for trade execution and account services.

John Howard is a financial advisor at Howard Financial Services, Ltd. in Dallas, TX, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Howard Financial Services, Inc. since 2003. Howard serves as a board member of the Camp John Marc Foundation, which operates a camp for disabled or impaired children. Howard Financial Services, Ltd. is a fee-only wealth management firm that provides personalized investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm employs strategic asset allocation across various asset classes and manages most client accounts on a discretionary basis.

Jennifer Cook is a CFP® professional with eight years of experience, currently serving as an advisor at Cypress Point Wealth Management, LLC. She previously worked at Quest Capital Management, Inc. and Evensky & Katz/Foldes Financial Wealth Management. Jennifer is involved in the financial planning community as the 2022 Special Events Director for the Financial Planning Association of Dallas and Fort Worth and serves on the Texas Tech University Personal Financial Planning Alumni Advisory Board. She also provides pro bono financial coaching to widows through Wings for Widows. Cypress Point Wealth Management serves high-net-worth individuals, families, trusts, and select family office clients, offering financial planning, discretionary investment management, and family office services. The firm employs a long-term, low-turnover investment approach focused on diversified, balanced portfolios emphasizing tax efficiency and asset allocation.

Rory Robertson is a financial advisor with Navigo Wealth Management, LLC, holding a Series 66 credential and bringing 23 years of industry experience. He has been with Navigo Wealth since 2011. Outside of his advisory role, Robertson serves on the Katy, Texas City Council and works as a temporary substitute teacher for the Katy Independent School District. He also participates in soliciting qualified investors for private offerings through Rex Gold Partners. Navigo Wealth Management advises individual and high-net-worth clients as well as business entities, providing discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a range of investment strategies including derivatives and leverage, and supports clients through both traditional and web-based platforms with ongoing portfolio rebalancing.

Darla Ripley is a financial advisor with Oxbow Advisors, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at Compass Real Estate, Briggs Freeman Sotheby's Realty, and Dave Perry Miller Real Estate, and has been with Oxbow Advisors since 2012. Ripley was also involved with Dreamfield Arabian Racehorses, Inc. for 27 years and is a general partner of Houston Hotel Magazine, LLC. Oxbow Advisors is a registered investment adviser serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, foundations, and corporations. The firm offers discretionary portfolio management and financial planning, utilizing a combination of fundamental, technical, and cyclical analysis to tailor investment strategies to client needs.

Corbin Caudle is a financial advisor with Burford Brothers, Inc. in Dallas, TX, holding a Series 65 designation and two years of industry experience. He has prior experience with Burford Caudle Family Capital and Lee Financial, and has worked with Northwestern Mutual since 2017. Outside of advising, he performs bookkeeping for a family-owned commercial office leasing business. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, and retirement plans, offering discretionary asset management, retirement plan consulting, and financial consulting. The firm provides multi-family office–style services through its Burford Caudle Family Capital division, employing a range of investment strategies tailored to each client’s needs.