Brad Little is a CFP® with 16 years of experience in financial advising. He is currently affiliated with TL Private Wealth and has previously worked at HPC Wealth Advisors L.L.C., USAA Financial Planning Services, and Cetera Wealth Services, LLC. He is also a licensed insurance agent. TL Private Wealth provides investment supervisory services and financial planning to individuals and high-net-worth clients, focusing on strategic asset allocation with periodic rebalancing and integrating tax and retirement considerations into its advisory services. The firm manages accounts on a discretionary basis and uses Fidelity Institutional as its exclusive custodian.

Cory Procter is a Series 66-licensed financial advisor with seven years of industry experience, currently serving at Pro Capital Wealth Management. His career includes roles at OSAIC and Woodbury Financial, and he maintains activities outside finance as a public speaker and coach focusing on leadership and teamwork, as well as board memberships for nonprofits supporting fatherless children and children’s ministry and athletics. Pro Capital Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, corporations, and various entities. The firm typically manages discretionary client accounts using model portfolios and a combination of tactical and strategic asset allocation, while pension consulting services are provided on a non-discretionary basis.

Mark Shelton is a financial advisor at Alexander D Cohen Investments, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked in asset management and marketing since 1999. Shelton's background includes roles at LifePro Asset Management and his own marketing business. Alexander D Cohen Investments primarily serves individual and high-net-worth clients, offering portfolio management and financial planning tailored to client goals and risk tolerance. The firm’s investment approach uses modern portfolio theory and focuses on long-term trading, with most assets managed on a non-discretionary basis.

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.

John Rubottom Jr. is a CFP® with 23 years of industry experience, currently with Cottonwood Capital Advisors in Irving, TX. He previously worked at Commonwealth Financial Network for seven years before joining Cottonwood Capital. Cottonwood Capital Advisors provides financial planning, retirement-plan consulting, and discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, corporations, other advisers, and private funds. The firm combines advisor-led portfolio construction with model portfolios and asset allocation, and serves as a fund sponsor and private-fund adviser managing pooled vehicles and special purpose vehicles for qualified clients.

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.

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.

Yuan Fang is a financial advisor at Leo Wealth Americas, LLC with a Series 65 designation and seven years of industry experience. Prior to joining Leo Wealth Americas in 2019, Yuan worked at Cistri for one year and Waters Economics for four years. Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting, and access to alternative funds for individuals, trusts, retirement plans, foundations, and institutional clients. The firm employs a mix of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation while conducting thorough due diligence of third-party managers.

William Caldwell III is a CFP® professional with four years of industry experience, currently serving at Guidestone Advisors. His prior work includes roles at GuideStone Financial Resources and experience with several organizations such as Whole Foods and Breaking Free Ministries. Guidestone Advisors, LLC offers investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm utilizes model portfolios focused on affiliated GuideStone Funds and applies a faith-based investing policy in its recommendations.

Shabana Nathoo is a financial advisor with Navigo Wealth Management, LLC, holding Series 66 and Series 65 credentials and bringing 16 years of industry experience. Her work history includes roles at Wells Fargo Investments, Ameriprise, and a period as a traveling expatriate. She also serves as a teaching assistant at Rice University. Navigo Wealth Management provides advisory services to individual clients, including high-net-worth individuals, as well as corporations and business entities. The firm offers portfolio management, financial planning, sub-advisory services, and an automated discretionary portfolio management platform, using written Investment Policy Statements and model portfolios to structure client relationships.

Joyce Cheng is a financial advisor at McGowan Group Asset Management, Inc. in Dallas, TX, holding a Series 65 designation with three years of industry experience. Her work history includes roles at Level Four Wealth Management, Midland Life Insurance, and Advisors Resource Company before joining McGowan Group Asset Management in 2018. 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 process with discretionary portfolio management and a formal wrap-fee program.

Kraishylea Agboaye is a financial advisor at Beaird Harris with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Avantax Investment Services, Inc. and Fidelity Investments. Beaird Harris Wealth Management, LLC is an SEC-registered, fee-only advisory firm with 18 advisors managing approximately $2.27 billion for around 800 client relationships. The firm provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, employing a Modern Portfolio Theory-based approach with diversified, low-cost funds and a range of alternative investments.

Donald La Grange is a financial advisor with Murphy & Sylvest in Dallas, TX, holding CFP®, ChFC®, and Series 65 credentials and five years of industry experience. Prior to joining Murphy & Sylvest, he served in the United States Army for 21 years. He also owns a service-disabled veteran-owned entity in Texas used for insurance residual income. Murphy & Sylvest provides portfolio management, financial planning, and project-based consultations to individuals, high-net-worth clients, and charitable organizations. The firm employs a strategic asset allocation approach with a focus on long-term buy, hold, and rebalance strategies, incorporating fiduciary analysis and multiple investment methodologies.

Chase Cawyer is a financial advisor with Navigo Wealth Management, LLC, holding a Series 65 credential and 12 years of industry experience. He has been with Navigo Wealth Management since 2014 and concurrently works as a practicing physician completing his OB/GYN residency. Additionally, Mr. Cawyer participates in a solicitor arrangement with Rex Gold Partners involving private offering solicitations. Navigo Wealth Management provides advisory services primarily to individual and high-net-worth clients, as well as business entities, offering portfolio management, financial planning, and automated discretionary portfolio management. The firm uses written Investment Policy Statements and model portfolios, employing strategies that include derivatives and private placements, and operates from multiple offices.

Craig Wenning is a financial advisor at Annandale Capital, LLC in Dallas, TX, with 18 years of industry experience. He holds the Series 66 designation and has been with Annandale Capital since 2009. Annandale Capital provides discretionary investment management and manager selection services to individuals, family offices, trusts, estates, charitable organizations, and other business entities. The firm employs a comprehensive investment process that includes quantitative, qualitative, and operational due diligence across a wide range of asset classes, and it serves both retail and institutional clients.

Trevor Bryant is a CFP® and CFA® with 16 years of industry experience. He has been with Westshore Wealth since 2016, where he works as part of a seven-advisor team based in Dallas, TX. Westshore Wealth provides portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs both traditional and active investment strategies, including derivatives and alternative assets, to tailor portfolios to client-specific goals and risk tolerances.

Isaak Mc Guire is a Series 66-licensed financial advisor at Guidestone Advisors with three years of industry experience. He previously worked at Goldman Sachs and Northwestern Mutual before joining GuideStone Financial Resources. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes model portfolios that incorporate affiliated GuideStone Funds alongside third-party options and applies a faith-based investing policy.

Anant Jain is a CFP® professional with 28 years of industry experience, currently serving at Financial Management Strategies, Inc. and Cetera Wealth Services, LLC. He has been with Financial Management Strategies since 2011 and has maintained a role at Cetera Wealth Services since 2013. Outside of his advisory work, Jain is involved with the Dallas Indian Lions Club as a consultant to the board and serves as a corporate agent for the Jain Society of North Texas, advising its executive committee on history and traditions. Financial Management Strategies, Inc. manages approximately $619.5 million in assets and offers portfolio management, retirement-plan advisory, financial planning, and consulting services. The firm serves individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans, utilizing a range of analysis methods and model portfolios with ongoing monitoring and annual reviews.

Robert Ogden is a financial advisor at Penn Davis McFarland Inc. with 38 years of industry experience. He has been with Penn Davis McFarland since 1986. Penn Davis McFarland is an independent, fee-only investment adviser managing separately managed accounts for individuals, trusts, charitable organizations, and retirement plans, generally on a discretionary basis. The firm employs a fundamental analysis-driven, long-term investment approach with relatively concentrated portfolios and serves primarily high-net-worth clients.