Corey Callaway is the sole advisor at Callaway Financial Services with 42 years of industry experience. He holds a Series 63 designation and has led various entities related to his firm since 2000. Outside of his advisory and insurance work, he holds a 15% ownership stake in Arlington Today Magazine. Callaway Financial Services offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and solicitor services to individuals, families, trusts, businesses, and institutional clients. The firm employs an active, momentum-based investment approach incorporating charting, fundamental and technical analysis, and provides both model and custom portfolio management options.

Jane Macadams is the sole advisor at Mac Adams Wealth Advisors, LLC in Dallas, TX, holding Series 63 and Series 66 designations with 17 years of industry experience. She has led her independent firm since 2008. Mac Adams Wealth Advisors, LLC provides personalized financial planning, portfolio and asset management services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers retirement plan consulting, estate-planning advice, and ongoing oversight of annuity subaccounts, sponsoring two Asset Management Programs and utilizing a broad investment toolkit with a fiduciary standard.

Sean started his financial services career in 2004 with the desire to help others achieve their financial goals. In a sales-driven culture, Sean strove to put his clients’ needs above his own, as evidenced by a decision, early in his career, to move to a fee-based model that has now become the industry model. Today, Sean remains passionate about helping guide his clients through what can often seem like a tidal wave of information - knowing that without an experienced advisor, this information can overwhelm investors of all ages, but especially those preparing for or in retirement. Sean walks alongside his clients every step of the way, to ensure that each one feels well-informed, supported, and confident in their financial decisions. Sean is a CERTIFIED FINANCIAL PLANNER TM, Qualified Kingdom Advisor TM. In addition to his certifications, he has been awarded the Five Star Wealth Manager award seven times. He also serves on the Business Advisory Council for Tarrant County College, a board member for Fellowship of Christian Athletes NE Tarrant County, and a Charter member of the Trophy Club Rotary Club. Sean is a proud graduate of Texas Christian University, where he earned a degree in Political Science. While at TCU, Sean was a member of the football team and attributes his strong work ethic and team-building mindset to his time as an athlete. Sean went on to earn his MBA with a concentration in Financial Planning from the University of Dallas. Outside of the office, Sean is an avid hunter and outdoorsmen. He can also often be found on the field, serving his community by coaching his children’s sports teams. Sean is a member of 121 Community Church and lives in Trophy Club, Texas, with his beautiful wife Kerry (TCU ’99) and their two children.

Glenn Bishop is a CFP® professional with 23 years of industry experience. He has operated GA Bishop and Associates, LLC since 2001. GA Bishop and Associates provides fee-only, as-needed financial planning and investment advisory services to individuals and families without minimum account or income requirements. The firm emphasizes fundamental, long-term buy-and-hold investment strategies using a non-discretionary, hourly or retainer-based advisory model.

Stephen spent the first six years of his career in the Dallas office of Ernst & Young, LLP, in various roles, including Manager in Mergers & Acquisitions Due Diligence, where he assisted private equity funds in acquiring businesses. Stephen then spent the next fifteen years in various roles at Maverick Capital, Ltd., one of the world’s largest, oldest, and most prestigious hedge funds, ultimately serving as a Managing Director in Private Equity and Venture Capital, overseeing the valuation of over $5B in private investments. Stephen obtained his undergraduate and graduate degrees in accounting and finance from Texas A&M University and was a proud member of the Texas Aggie Corps of Cadets, where he served as Company D-2’s Executive Officer in his senior year. He also completed the certificate program in Financial Planning from Southern Methodist University.​ Stephen has been married to his wife Amy for over 20 years, having met as young CPAs at Ernst & Young, LLP. Amy and Stephen live in Lake Highlands with their daughter, who attends Ursuline Academy, where she rows crew. An avid doubles tennis player, he can be found with his friends on courts all over North Dallas. Stephen has a passion for not-for-profit finance leadership and has served on the board of directors of various Dallas organizations, including the Maverick Capital Foundation, Church of the Incarnation, Incarnation Foundation, Incarnation Place, and Incarnation House. Additionally, he has served as Treasurer of The Family Place, Junior Warden, and Treasurer at Church of the Incarnation. Stephen is currently Vice-Chairman of the Dick Granger Neighborhood Ministry, where he co-leads a team of over 30 volunteers providing episodic financial assistance for the working poor in the Uptown area. He is also on the board of directors of the Ursuline Academy of Dallas Foundation and a member of the finance committee. ​Stephen is a CERTIFIED FINANCIAL PLANNER™ professional, an active Certified Public Accountant in Texas, and holds the American Institute of CPA's (AICPA) Personal Financial Specialist credential, Series 65 license, and the Certificate in Investment Performance Measurement from the CFA Institute. He is a member of the Financial Planning Association (FPA), CFA Institute, and the AICPA, and is active in both the Texas Society of CPAs – Dallas Chapter and the FPA – DFW Chapter, where he serves on the boards of both.

Stephen Ratchford is the sole advisor at R5 Capital Management in Dallas, TX, holding a Series 66 designation with 18 years of industry experience. He has been with R5 Capital Management since 2013. Outside of his advisory role, he has worked as an insurance agent on a limited basis. R5 Capital Management serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers asset management, comprehensive portfolio management, and retirement plan consulting, using a combination of analytical methods and typically pursuing long-term purchase strategies with periodic rebalancing.

Kyle Grisz is a financial advisor at Voyage Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Paratus Financial, Inc. for ten years. Voyage Wealth Management, LLC also provides tax planning and compliance services to clients. Voyage Wealth Management offers portfolio management and financial planning primarily to individual and high-net-worth clients. The firm emphasizes fundamental analysis and modern portfolio theory with a long-term investment approach, managing accounts primarily on a discretionary basis and providing custodial services through Charles Schwab.

Colby Van Sickler is the sole advisor at F3 Wealth Management, LLC in Arlington, TX, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citadel Wealth Management LLC prior to founding F3 Wealth Management in 2015. Outside of advisory services, he is involved in non-variable insurance, including life, health, disability, long-term care, and fixed annuities. F3 Wealth Management is an independent, single-advisor firm serving individuals, trusts, and estates. The firm manages approximately $8.4 million across about 41 client relationships, providing investment management through third-party sub-advisers, financial planning, and educational seminars. Clients select or approve portfolios constructed by sub-advisers, with many relationships involving client-directed investment decisions.

Dana Bentz is a financial advisor at Vestie with a Series 65 designation and no prior industry experience. Her work history includes roles at AirStudio, Inc., StreamYard, Inc., and Keller Williams Realty. Vestie provides discretionary investment management to individual investors through a digital platform that offers personalized portfolio services based on risk tolerance. The firm employs a strategic asset-allocation approach using diversified ETF portfolios and operates exclusively through software without traditional advisor-client meetings.

Peter Stranberg is the sole advisor at Stranberg Capital LLC in Southlake, TX, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has managed Stranberg Capital since 1998. Stranberg Capital provides discretionary portfolio management services primarily to individuals and high-net-worth clients, managing approximately $103 million across about 51 accounts. The firm employs an analytical investment approach based on Modern Portfolio Theory, broad diversification, and relative-value tilts, with portfolios managed fully discretionary and primarily focused on retirement income.

Bradford Rodrigues is the sole advisor at R1 Financial Group, a Texas-registered independent investment adviser. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. R1 Financial Group serves individuals, high-net-worth individuals, and trusts, offering portfolio management and financial planning services. The firm uses a combination of fundamental and technical analysis with a long-term, value-oriented investment strategy that may include small- and mid-cap stocks, turnaround or undervalued companies, and high-yield fixed income.

Adib Motiwala is the principal advisor at Motiwala Capital in Irving, TX, holding a Series 65 designation with 14 years of industry experience. His prior roles include positions at Citigroup, Orange People, Deloitte Consulting LLP, and several other firms. Outside of his advisory work, he is a full-time program manager for software delivery teams at Citigroup. Motiwala Capital provides discretionary investment management and financial planning to private individuals, high-net-worth clients, and small businesses. The firm employs a bottom-up value approach for U.S. capital appreciation and offers specialized strategies including Japan-focused and Shariah-compliant portfolios.

Markus Byrd is a financial advisor at Candor Wealth Management, LLC in Dallas, TX, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Kestra Advisory and Kestra Investment Services. Byrd is also a licensed insurance agent. Candor Wealth Management is an independent, solo-advisor firm providing discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm emphasizes individualized investment strategies that include equities, mutual funds, ETFs, fixed income, and insurance products.

Cindy Mikel is the principal of Mikel Wealth Management in Dallas, TX, with 13 years of industry experience. She holds a Series 66 designation and previously worked at Smith Wealth Advisors, Symmetry Financial Services, Securian Financial Services, Minnesota Life Insurance Company, and Planto Roe Financial Services. Outside of her advisory role, she practices law as the owner of the Law Office of Cindy Mikel and serves as a bookkeeper for Central Presbyterian Church. Mikel Wealth Management serves individuals, families, high-net-worth clients, and small businesses with personalized investment advisory and financial planning services. The firm manages portfolios across a range of securities using fundamental analysis and asset allocation, primarily operating in a non-discretionary capacity.

James Bruno Jr. is a financial advisor at Five Keys Private Advisors LLC in Dallas, TX, holding a Series 65 designation with experience beginning in 2020. His prior roles include work at Kennedy Private Client Services LLC and ownership in the Bruno Restaurant Group, LLC. He is also a passive owner of Village Way Financial LLC, an accounting services business. Five Keys Private Advisors provides discretionary investment advisory services to accredited investors, focusing on pooled investment vehicles and a fundamental, macroeconomic-based approach to identifying fairly priced assets. The firm actively monitors risk and may engage unaffiliated managers for specialized allocations.

Donald Laseter is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at Financial Consulting Services in Dallas, TX. He has been with the firm since 1989. Financial Consulting Services specializes in discretionary investment management and financial planning for individuals, families—including high-net-worth clients—and small businesses. The firm employs a long-term investment approach that combines fundamental, technical, cyclical, and charting analyses, alongside active trading strategies including options, leverage, and alternative investments.

Shawn Peach is the sole advisor at Peach Wealth Management in Arlington, TX, holding a Series 65 designation with one year of industry experience. Prior to founding his firm, he worked in education for over eight years, including roles at Life Schools of Dallas and multiple independent school districts. Peach Wealth Management provides financial planning and discretionary investment management to individuals and families, employing a combination of fundamental and technical analysis to construct portfolios primarily from ETFs, mutual funds, equities, and fixed income. The firm generally requires no minimum account size and manages client accounts according to individual objectives and risk tolerance.

John Shryack is the sole advisor at JS Wealth Investment Group, an independent firm based in Dallas, TX. He holds Series 63 and Series 65 designations and has 37 years of industry experience. He has led JS Wealth Investment Group since 2012. The firm primarily serves individual clients, including both non‑high-net-worth and high-net-worth individuals, as well as small businesses, charities, and small pension plans. JS Wealth Investment Group provides financial planning and portfolio management with a client-driven, largely non-discretionary approach, typically investing in broad markets through stocks, bonds, mutual funds, government securities, and options.

Melody Jackson is a CFP® professional with 15 years of industry experience, operating through her firm, Jackson Financial Services LLC in Dallas, TX. She has worked at Unum since 2010, providing group and individual financial counseling related to employee benefits. In addition to her advisory role, she is a licensed CPA and life and health insurance agent, offering tax compliance and insurance services. Jackson Financial Services LLC provides fee-based comprehensive financial planning, investment advisory, and income tax services to individuals, families, and small businesses. The firm serves as a fiduciary advisor to employer-sponsored retirement plans, delivering non-discretionary, advice-only investment guidance focused on long-term strategies and diversified allocations using mutual funds and ETFs.

Alan Lawrence is the sole advisor at Lawrence, Alan, an independent firm based in Dallas, TX. He holds the CFA® designation and Series 63 license and has 39 years of industry experience, including 36 years at First Research Financial. Outside of advising, he is involved in personal real estate investment activities through ownership, management, and financing of properties for his own account and trust. The firm provides portfolio management and advisory services to individuals, retirement plans, business entities, trusts, estates, and occasionally pension and profit-sharing plans. Investment decisions emphasize fundamental and macroeconomic analysis, with portfolios that can include a range of securities such as equities, bonds, ETFs, options, futures, and real-estate related instruments.