Adam Keller is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Apeiron since 2017. Prior to Apeiron, he worked at WFG Investments Inc for seven years. Outside of his advisory role, he is a member-owner of AKRELLA LLC, a business management entity. Apeiron RIA manages approximately $730 million for a diverse client base including individuals, trusts, retirement plans, and institutions. The firm employs a holistic, customized investment process that incorporates multiple analytical methods and offers discretionary portfolio management, financial planning, retirement consulting, and insurance product recommendations.

Albi Kacani is a CFP® and holds a Series 65 license with 13 years of industry experience. He has been with Howard Financial Services, Ltd. since 2013. Howard Financial Services provides personalized investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm focuses on strategic asset allocation and employs fundamental, technical, and quantitative analysis in security selection and portfolio construction.

Rachel Niemuth is a financial advisor at Requisite Capital Management LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services Inc and Halcyon Wealth Advisors. Niemuth has been with Requisite Capital Management since 2019 as part of a seven-advisor team. Requisite Capital Management offers wealth management, investment management, financial planning, and private fund advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and some institutional clients. The firm employs fundamental and technical analysis to build customized portfolios with a generally long-term approach, while also accommodating shorter-term trading when appropriate.

Robert Moses is a financial advisor with Beacon Financial Group in Dallas, TX, holding the ChFC® designation and Series 63 license. He has 57 years of industry experience and has worked with Kestra Advisory, Beacon Financial Group, Kestra Investment Services, and Execu/Comp., Inc. Outside of his advisory roles, he is the owner of TPG Financial, Inc. Beacon Financial Group provides wealth management, financial planning, retirement, and trust/estate consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business organizations. The firm offers discretionary portfolio management using a combination of fundamental, technical, and cyclical analysis, and manages approximately $1.3 billion in assets.

Aaron Byrkit is a CFP® professional with 15 years of experience in financial advising. He has been with Bland Garvey Wealth Advisors, LLC since 2015. Byrkit holds the Series 66 designation and works out of Richardson, TX. Bland Garvey Wealth Advisors, LLC provides investment management, retirement-plan advisory, and financial consulting services to individuals, charitable organizations, corporations, trusts, and small businesses. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, primarily using passively managed asset-class mutual funds and model portfolios.

Daniel Raggio is a financial advisor at Burford Brothers, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank NA from 2016 to 2026. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, and retirement plans, offering discretionary asset management, retirement plan consulting, third-party money manager recommendations, and financial consulting. The firm also provides multi-family office services through its Burford Caudle Family Capital division.

David Chin is a financial advisor at Insight Wealth Partners with 34 years of industry experience. He holds a Series 63 designation and has been with Insight Wealth Partners since 2010. Outside of his advisory role, he is also involved in selling insurance products as a licensed agent. Insight Wealth Partners serves individuals, trusts, retirement plans, and businesses by providing financial planning, portfolio management, referrals to third-party money managers, and pension consulting. The firm employs a blend of Modern Portfolio Theory–based asset allocation and specialized strategies, including a Synthetic Equity Portfolio approach, while conducting due diligence on managers and maintaining ongoing client engagement.

Alexander Tollen is a financial advisor with McGowan Group Asset Management, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at McGowan Group and Spire Securities since 2011. Outside of his advisory role, Tollen is an artist who occasionally sells his artwork and is a partner in a furniture-related business. McGowan Group Asset Management, Inc. is an eight-advisor team managing approximately $997 million in client assets. The firm provides fee-based asset management and advisory services to individuals, high-net-worth investors, trusts, retirement plans, and business entities, employing a model-driven, multi-asset class investment approach with discretionary portfolio management and a formal wrap-fee program.

Benjamin Philips is a CFP® with three years of industry experience, currently serving as an advisor at Strata Wealth Advisors, LLC. Prior to joining Strata, he held roles at Southern Methodist University, Charles Schwab & Co., Inc., the University of Texas at Dallas, and Apple. Outside of his advisory work, he is involved in property management through ownership of rental properties in Sunnyvale, Texas. Strata Wealth Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and institutional clients. The firm employs a fiduciary, tailored approach utilizing a range of securities and technology tools, including options and derivatives, while managing approximately $886 million in assets across multiple offices.

Andrew Orton is a financial advisor at McGowan Group Asset Management, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has worked at Spire Securities, LLC and McGowan Group Asset Management since 2010. 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 approach with discretionary portfolio management and a formal wrap-fee program.

Darin Robinson is a financial advisor at Precision Wealth Strategies, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Eagle Strategies, LLC and New York Life Insurance Co. In addition to his advisory role, Robinson is involved in business consulting through Integrated Consulting, LLC, and provides educational and motivational public speaking services. Precision Wealth Strategies, LLC offers holistic financial planning and investment management to individuals, corporations, trusts, and retirement plans. The firm employs a “Life-Timing Allocation” approach to align asset management with clients’ cash-flow needs and risk tolerance, serving a broad client base including high-net-worth individuals and qualified retirement plans.

Terri Herring is a financial advisor at Nobles & Richards Advisors, LLC with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Brown & Brown Securities and Petrogrowth Energy Advisors. Outside of her advisory role, she provides financial operations and accounting services to related financial firms. Nobles & Richards Advisors, LLC offers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm employs a principally non-discretionary investment approach, utilizing fundamental and market-based analysis across various asset types and sub-advisory strategies.

Douglas John is a financial advisor with Requisite Capital Management LLC in Dallas, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years and at Fallline Securities LLC for one year. Outside of his advisory role, he is involved in oil and gas investments through two sole proprietorships, LCA Capital, LLC and CPJ Hydrocarbons LLC. Requisite Capital Management provides wealth management, investment management, financial planning, and private fund advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pooled investment vehicles, and some institutional clients. The firm constructs customized portfolios using fundamental and technical analysis with a generally long-term orientation, trading shorter-term when appropriate, and offers a broad range of investable instruments.

Lance Jamerson is a CFP® and holds a Series 66 license with 25 years of industry experience. He has been with Westshore Wealth since 2018 and previously worked at Howard Financial Services for five years. Westshore Wealth is a six-advisor team managing approximately $534 million in client assets. The firm provides portfolio management, financial planning, and retirement-plan consulting to individuals, pension plans, and charitable organizations, employing a distinctive investment process that includes the active use of derivatives and leveraged strategies within separately managed accounts.

Connor Lane is a financial advisor at Bland Garvey Wealth Advisors, LLC in Richardson, TX, holding a Series 65 designation with three years of industry experience. He previously worked at American National Bank & Trust and has been affiliated with the University of North Texas since 2017. Bland Garvey Wealth Advisors provides investment management, retirement-plan advisory, and financial consulting services to individuals, charitable organizations, corporations, qualified retirement plans, trusts, and small businesses. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, primarily utilizing passively managed asset-class mutual funds and model portfolios.

Ryan Maynard is a CFP® and CFA® with 23 years of industry experience. He is currently with Vaquero Private Wealth, Ltd., where he has worked since 2021. Prior to that, he held roles at Bank of America and Merrill Lynch. Outside of his advisory work, Mr. Maynard provides occasional financial advice to several small businesses, including an advertising company and a television production firm. Vaquero Private Wealth is an independent advisory firm serving individuals, corporations, trusts, estates, donor-advised funds, retirement plans, and insurance company clients. The firm offers discretionary investment management and personalized financial planning, constructing customized, tax-aware portfolios that integrate public and private investments guided by fundamental, cyclical, and technical research.

Stephen Norris is a financial advisor at McGowan Group Asset Management, Inc. based in Dallas, TX, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Apex Clearing Corporation since 2012. McGowan Group Asset Management, Inc. is an eight-advisor team managing approximately $997 million in client assets, providing fee-based asset management and advisory services to individuals, high-net-worth investors, trusts, retirement plans, and business entities. The firm employs a model-driven, multi-asset class investment approach with discretionary portfolio management and a formal wrap-fee program.

Kelly Hohertz is a CFA® charterholder with six years of industry experience, currently serving as an advisor at View Capital RIA, LP since 2020. Prior to joining View Capital RIA, he worked at Cantor Fitzgerald & Co. for one year and at View Capital Advisors for three years. Kelly is based in Dallas, TX and holds a Series 63 license. View Capital RIA, LP manages approximately $1.82 billion for a concentrated client base including individuals, ultra-high-net-worth families, and institutions. The firm offers advisory and consulting services through tailored programs, employing a combination of fundamental and technical analysis, asset allocation modeling, and manager due diligence, and provides both discretionary and non-discretionary account services.

Erick Kuebler is a financial advisor at Sanders Morris LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sanders Morris Harris LLC since 2016, alongside roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC dating back to 2008 and 2010 respectively. Sanders Morris LLC provides investment advisory and brokerage services to a diverse client base including individuals, high net worth families, retirement plans, trusts, estates, and corporations. The firm primarily manages portfolios on a discretionary basis through wrap-fee programs and offers financial planning, retirement plan consulting, brokerage, and insurance-related services.

Mark Keffer is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. He has worked at ISC Advisors, Institutional Securities Corp, and as the sole proprietor of MK Financial Services. Keffer manages several web domains related to his advisory services under MK Financial Services. ISC Advisors serves a diverse client base including individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable institutions, managing over $1.6 billion in assets through 27 advisors. The firm offers portfolio management, financial planning, and pension consulting with both discretionary and non-discretionary options, supported by an internal Investment Committee and multiple advisory programs.