Sameer Chand is the Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity Investments since 2005, progressing through various positions including Vice President Financial Consultant, Financial Planning Consultant, Investment Consultant, and Retirement Investment Services. His extensive experience within the company highlights his long-term commitment to financial consulting. Throughout his career, Sameer has focused on working closely with clients to develop financial plans tailored to their individual goals and situations. He holds a California Insurance License, supporting his ability to provide comprehensive financial advice. Outside of his professional work, Sameer enjoys fitness, hiking, and tennis.

Robert Prather Jr. is a CFA® charterholder with 15 years of industry experience. He has been with Vision Research, LLC since 2012, where he serves as an advisor. Vision Research, LLC provides qualitative research and analytical services on U.S. equities to investment managers, primarily hedge funds and investment limited partnerships. The firm combines fundamental and technical analysis with proprietary tools to deliver speculative trading ideas for professional money managers.

Robert Garner is a financial advisor with Garner Asset Management Corporation in Plano, TX, holding a Series 66 designation and 28 years of industry experience. He has been with Garner Asset Management since 1998 and also worked at Aprio Wealth Management from 2026 to the present. Outside of his advisory work, he serves as a director of IPMG, LLC, a development-stage company focused on transferring commercially viable concepts from university and government environments to the private sector, with his involvement limited to occasional advisory meetings. Garner Asset Management provides discretionary investment management services to individuals, retirement plan participants, trusts, and estates, managing approximately $414 million in client assets. The firm employs fundamental analysis and third-party research to inform investment decisions and offers tailored portfolio monitoring, trade execution, and regular client reporting.

Joshua Orton is a financial advisor at LGT Financial Advisors LLC in Dallas, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including TD Ameritrade and National Estate Services LLP. LGT Financial Advisors serves individual and high-net-worth clients, as well as pension and charitable accounts, offering portfolio management, financial planning, and consulting. The firm employs a variety of investment strategies across multiple asset classes and provides clients access to private investment funds and separately managed account programs.

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.

Daniel Rascoe is a financial advisor at Ensemble Financial, Inc. based in Dallas, TX, holding Series 63, Series 65, and Series 66 licenses with 23 years of industry experience. His prior roles include positions at Titleist Asset Management, Sunrise Financial Services, Madison Avenue Securities, and TD Ameritrade. Ensemble Financial serves individuals, pension and profit-sharing plans, and corporate clients by providing portfolio management, financial planning, and referrals to third-party money managers. The firm tailors client relationships through Investment Policy Statements and employs both fundamental and technical analysis in its investment strategies. The firm also engages in intermediary activities and maintains fee-sharing and referral arrangements with third-party managers and lenders.

Timothy Purser is a financial advisor at Shade Tree Partners LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Shade Tree Partners since 2015 and is also involved with Provident Advisors LLC, where he has worked since 2002. Outside of his advisory roles, Purser serves as president of the Arbor Lakes Homeowners Association, a volunteer position he has held since 2005. Shade Tree Partners serves individual investors, trusts, estates, non-profit organizations, corporations, and retirement plans by providing portfolio management, investment policy development, and financial planning. The firm manages approximately $80 million for around 60 clients, employing a mix of fundamental and technical analysis with a focus on broad market exposures such as index funds and ETFs.

Geoffrey Gannon is a financial advisor with Focused Compounding Capital Management, LLC in Dallas, TX. He holds a Series 65 designation and has eight years of industry experience. Gannon previously worked with Whitney Kuhn, LLC and GuruFocus. Focused Compounding Capital Management provides discretionary portfolio management to individual and high-net-worth clients, as well as pooled investment vehicles, corporations, insurance companies, and governmental entities. The firm employs a fundamental, long-term, concentrated investment strategy focused on overlooked equities such as spin-offs and small-cap companies.

Leigh Goldblatt is a financial advisor with GFN Capital Management in Richardson, TX, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has worked with Kovack Securities, Inc. since 2007 and has been associated with Glazer Financial Network since 2002. Outside of investment advisory, Goldblatt is involved in multiple business activities including pension administration, fixed insurance sales, and marketing services targeted at doctors. GFN Capital Management provides investment advisory and management services to individuals, trusts, corporations, retirement plans, and other entities. The firm employs a combination of fundamental, technical, cyclical, and charting analyses, offering both discretionary and non-discretionary portfolio management alongside access to model portfolios and third-party managers.

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.

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.

Donald Harris is a financial advisor at Beaird Harris with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Beaird Harris Wealth Management, Inc. since 1996, as well as Beaird Harris & Co P.C. since 1989. Outside of his advisory role, he serves as a managing officer and trustee for several trusts and management companies. 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 Modern Portfolio Theory with diversified asset-class exposure primarily through low-cost mutual funds and ETFs, and it offers alternative investments and tax-managed strategies.

Scott Wallace is a Series 65 licensed financial advisor with 23 years of industry experience. He is based in Dallas, TX, and is also an attorney with a legal practice that occupies less than 10% of his time, which he plans to discontinue as his advisory business grows. Wallace is part of Wallace Capital Management, Inc., a six-advisor team. Wallace Capital Management serves a diverse client base, including high-net-worth individuals, retirement plans, charitable institutions, and private investment funds. The firm focuses on discretionary portfolio management and private fund advisory, employing an investment strategy that targets valuation discrepancies within a macroeconomic and industry framework.

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.

Elizabeth Lohmeier is a CFP® and CFA® with three years of industry experience, currently serving as a financial advisor at Fidelis Capital Partners, LLC since 2022. Prior to joining Fidelis Capital, she worked for eight years at Bank of America - Private Bank. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and nonprofit organizations, and other business entities. The firm employs a blend of quantitative, fundamental, technical, and economic analysis to guide portfolio management, offering both discretionary and non-discretionary services alongside business consulting and third-party provider recommendations.

Stephen Cramm is a financial advisor at Insight Wealth Partners with a Series 65 designation and two years of industry experience. Prior to joining Insight Wealth Partners in 2024, he worked at Goldman Sachs from 2020 to 2024 and Ragnar Events LLC from 2016 to 2020. Insight Wealth Partners is a multi-advisor team that provides asset management, financial planning, pension consulting, and referrals to third-party money managers for individuals, families, trusts, corporations, and retirement plan sponsors. The firm combines strategic and tactical asset allocation with continuous supervision and offers a Synthetic Equity Portfolio strategy designed to balance upside participation with downside risk mitigation.

Sarah Crowe is a CFP® and Series 66 licensed financial advisor with 23 years of experience, currently working at Generational Wealth Advisors. She has been with Talis Advisory Services, LLC since 2016. Crowe is also licensed as an insurance agent for life, accident, and health insurance. Generational Wealth Advisors serves individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans by providing discretionary investment management and financial planning. The firm uses a multi-disciplinary team approach with a focus on strategic asset allocation, diversification, and periodic rebalancing, employing primarily institutional mutual funds, ETFs, and other investment vehicles.

Liam Coll is a financial advisor with Nobles & Richards Advisors, LLC in Plano, TX. He holds Series 63 and Series 65 licenses and has five years of industry experience, including roles at Fidelity Investments, Charles Schwab & Co., Inc., and Merrill. Nobles & Richards Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, municipalities, and businesses. The firm manages approximately $34 million in assets across about 128 client relationships, offering both direct portfolio management and access to third-party sub-advisers, typically operating on a non-discretionary basis.