James Wheeler is a financial advisor at Aegis Wealth Management, Inc. in Dallas, TX, holding a Series 65 credential with two years of industry experience. He has previously worked at Maripau Wealth Management LLC and Five Rings Financial. Outside of financial advising, he is co-owner of Simplify Arms & Ammo LLC, a federally licensed firearms manufacturer. Aegis Wealth Management is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. It serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary portfolio management through multiple sub-advisers while tailoring allocations to client objectives and risk tolerance.

Sheree Stacy is a financial advisor at Worth Financial Group Inc. with 33 years of industry experience. She has held Series 63 and Series 65 licenses and has worked at Worth Financial Group since 2009, following five years at Wells Fargo Clearing. In addition to her advisory role, she is also an insurance agent specializing in life insurance and fixed annuities. Worth Financial Group provides discretionary portfolio management services primarily to individuals and high-net-worth clients. The firm employs a cyclical security analysis approach that combines charting, fundamental, and technical methods, and customizes portfolios based on clients' objectives and risk tolerance.

Joshua Gideon is a CFP® with 14 years of industry experience, currently with Richard P. Slaughter Associates, Inc. He has previously worked at Charles Schwab and Charles Schwab Bank. Outside of his financial advisory roles, he was involved with Utopian Bartending for nine years. Richard P. Slaughter Associates, Inc. provides wealth management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm combines active asset management with comprehensive financial planning, employing various investment strategies including options and manager selection, and offers both discretionary and nondiscretionary account management.

Guy Collins is a CFP® with 25 years of industry experience. He is currently with Alden Investment Group and previously worked at Triad Advisors, Kestra Investment Services, Burns-Fazzi, Brock, and Newport Group Securities. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm specializes in retirement programs and executive benefits for small and mid-sized employers, using a customized investment approach that incorporates proprietary strategies, third-party managers, and technology platforms for comprehensive asset management.

Walter Nelson is a financial advisor with Cabin Advisors, LLC in Rockwall, TX, holding Series 66 and Series 63 credentials and 15 years of industry experience. His prior roles include positions at Arete Wealth Advisors LLC, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory work, he is involved in motivational speaking and corporate coaching through Bethany Williams Enterprises and serves as a board member and partner of Blue Line Ambassadors, a nonprofit supporting Fort Worth police officers. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across a team of 14 advisors. The firm provides financial planning, portfolio management, unified managed accounts, and sub-advisory services, employing a blend of fundamental, technical, cyclical, and asset-allocation analysis in its investment approach.

John Campbell is a financial advisor with Benefit Financial Services Group and holds Series 63 and Series 65 licenses. He has 21 years of industry experience and has been with Benefit Financial Services Group since 2007. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, institutional pension consulting, and tax preparation services, focusing on diversified, outcome-oriented portfolios that may include ESG strategies and cryptocurrency exposure with client consent.

Jennifer Ziesk is a financial advisor with Kilter Group, holding Series 63 and Series 65 designations and 21 years of industry experience. She has previously worked at Lifetime Wealth Management P.C. and BFT Financial Group, LLC. In addition to her advisory role, she is licensed as an insurance agent, spending less than 10% of her time on this activity. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension/retirement-plan sponsors. The firm employs a top-down, macro tactical asset-allocation approach with sector rotation and uses technology-enabled tools for portfolio management and financial planning across multiple offices.

James Sarandis is a financial advisor with Cabin Advisors, LLC, holding a Series 66 designation and eight years of industry experience. He has prior experience at Arete Wealth Management LLC and Guardian Life Insurance. He is also a partner at Arno Wealth, LLC, providing investment-related, tax, and financial planning services. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm offers financial planning, portfolio management, and unified managed accounts, with an investment approach that includes fundamental, technical, cyclical, and asset-allocation analysis.

Ronald Glasgow II is a CFP® professional with 23 years of industry experience, currently serving at Calton & Associates, Inc. His prior roles include positions at Quincy Wells Capital, ElmTree Funds, and Eagle Point Credit Management. Outside of his advisory work, he volunteers as a mentor for the North Texas Veteran's Court. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers various program structures and combines both fee-based and commissionable products through its dual registration as an investment adviser and broker-dealer.

Mindy Kirby is a financial advisor with Kovack Advisors, Inc. in Rowlett, TX, holding a Series 66 designation and 25 years of industry experience. Her prior roles include positions at Beacon Retirement Planning Services and Securities America. She is also president and CEO of Kirby Wealth Management. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, institutions, and government clients, offering portfolio management, financial planning, and access to independent advisor programs through a process supported by Envestnet.

Stephen Wingard is a financial advisor with Csenge Advisory Group, LLC and holds a Series 63 designation. He has 29 years of industry experience, including roles at Madison Avenue Securities, Lion Street Financial, and IPS RIA LLC. Wingard is also a partner at The Wingard Group, which operates under the name Wayfinder Wealth. Csenge Advisory Group serves charitable organizations, corporations, and individual clients, including high-net-worth families, providing asset management, financial planning, and retirement plan consulting. The firm uses a systematic investment process combining fundamental and technical analysis with a relative-strength methodology to construct diversified portfolios primarily composed of mutual funds and ETFs.

Adam Mastin is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66, Series 65, and Series 63 licenses and two years of industry experience. His prior roles include positions at First Command Insurance Services, INC and Foundations Investment Advisors LLC. Mastin also has seven years of experience with Decisive Insurance. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and offers layered investment solutions including unified managed accounts and digital automated ETF portfolios.

Dennis Zator is a financial advisor at NFSG Corporation with 51 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Newbridge Securities Corporation since 2010. NFSG Corporation provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and businesses. The firm constructs diversified portfolios using a range of instruments and employs an internal portfolio manager to support its advisors, while also using third-party asset managers with various investment styles.

Kenneth Shade is a financial advisor with Sunbelt Securities, Inc. and holds a Series 66 designation. He has 26 years of industry experience and has held roles at several firms, including Reef Securities and Chapwood Securities Inc. Shade’s background includes compliance and principal responsibilities at BV Securities LLC. Sunbelt Securities serves a diverse client base, including individual investors, charitable organizations, and corporate clients. The firm manages approximately $2.0 billion across several thousand accounts, offering portfolio management, financial planning, and access to third-party money managers primarily through discretionary wrap programs.

La Tunya Hanley is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include positions at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, Avantax Investment Services, TD Ameritrade, J.P. Morgan Securities, and TIAA-CREF. Outside of finance, she worked for Uber Eats for one year. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering ongoing portfolio management and financial planning. The firm utilizes diversified portfolios comprising mutual funds, ETFs, individual equities, bonds, and alternative investments, supported by continuous account monitoring and access to independent managers.

Jesus Torres is a financial advisor at Belpointe Asset Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including Fisher Investments, Visionpoint Advisory Group, and Scotiabank. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolio strategies ranging from passive to tactical approaches and supports its advisory practice with affiliated businesses and proprietary product sponsorships.

Joelle Hinds is a CFP® with 10 years of industry experience, currently advising at Facet since 2023. Her prior roles include positions at Morgan Stanley and OneAmerica Securities. She serves on the Board of Trustees at Stevens Institute of Technology and is a public member of the Texas Bar Association Grievance Committee. She is also involved with JH2 Solutions, LLC as a collaborative divorce professional and financial neutral. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households through remote communication and a proprietary web platform. The firm uses model-based asset allocations and technology-driven processes to deliver tax-optimized and comprehensive financial planning services.

Timothy Crain is a financial advisor at Archer Investment Corporation based in Longview, TX. He holds a Series 65 designation and has been involved with Bass Energy Services LLC since 2007. Outside of his advisory role, he provides CPA, tax, and accounting services through Succentrix Business Advisors. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies. The firm manages approximately $900 million using a process that includes comprehensive financial assessments and diversified portfolio construction across multiple asset classes.

Harvey Fladeland is a financial advisor at Arkadios Wealth Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Frost Brokerage Services, IFS Financial Services, Touchstone Securities, and AXA Distributors. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various internally managed accounts and third-party managers, combining fundamental, technical, and cyclical investment analysis.

Sandra Sutter is a financial advisor with BCG Securities, Inc., holding Series 63 and Series 65 licenses and with 24 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, JP Morgan Chase Bank, N.A., and LPL Financial. Sandra is currently based in Garland, TX. BCG Securities serves institutional retirement plans and individual clients with accounts above $25,000, offering portfolio management, financial planning, and pension consulting services. The firm emphasizes tailored investment policy statements and predominantly non-discretionary advice, utilizing independent third-party managers and a range of analytical approaches.