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.

Andrew Hunt is a CFP® with 18 years of experience in the financial services industry. He is currently with McElhenny Sheffield Capital Management, LLC, where he has worked since 2024, and previously held roles at firms including Monumental, Worth Asset Management, and Fisher Investments. Outside of his advisory duties, he operates as an independent Medicare insurance agent. McElhenny Sheffield Capital Management provides investment management and financial planning primarily to individuals, high-net-worth clients, businesses, and institutional retirement plans through separately managed accounts. The firm employs a rules-based investment process focused on tactical ETF strategies driven by proprietary quantitative models, and it serves as a sub-adviser to other advisers and an actively managed ETF.

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.

Madison Begley is a financial advisor at Fluent Financial, LLC in Dallas, TX, holding a Series 65 designation with approximately six years of experience. Prior to joining Fluent Financial, Madison worked at Sepio Capital and has background experience in real estate and the fitness industry. Fluent Financial serves individuals, trusts, pension plans, and business entities, managing portfolios on an individualized basis within a wrap-fee program. The firm employs a range of investment strategies and offers financial planning and pension consulting, including participant education.

Kristen Holt is a financial advisor at Cottonwood Capital Advisors with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cottonwood Capital since 2016. Holt is also a co-owner of Cottonwood Ventures, LLC, a private entity facilitating securities, advisory, and insurance business. 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 blends advisor-led portfolio construction with model portfolios and manages pooled vehicles, including special purpose vehicles, for qualified clients.

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.

Michael Gladwin is a financial advisor with Guidestone Advisors in Dallas, TX, holding the CFP®, ChFC®, and Series 66 designations. He has 17 years of industry experience, including prior roles at USAA Financial Advisors and Charles Schwab. Outside of his advisory work, he operates a private airport transportation service and has worked as a contractor for Uber and Lyft. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and other entities, including high-net-worth clients and plan participants. The firm employs model portfolios and discretionary management with a faith-based investing approach that excludes certain industries and uses certified GPS retirement planning tools.

Joseph Dunn is a CFP® professional with 13 years of industry experience. He has been with Beaird Harris Wealth Management, Inc. since 2007. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, pension and participant-directed retirement plans, and business entities. The firm uses Modern Portfolio Theory to implement diversified portfolios primarily through low-cost mutual funds and ETFs, with an expanded focus on alternative investments and tax-managed strategies.

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.

Peter Roe is a financial advisor with RTW Financial Advisors Inc in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with RTW Financial Advisors since 1991 and is also affiliated with Momentum Independent Network Inc since 1998. Outside of advisory work, he participates in securities industry focus groups for market research purposes. RTW Financial Advisors manages approximately $508 million for around 157 clients, providing customized portfolio management, financial planning, and family office services. The firm employs a long-term investment approach combining fundamental analysis and asset allocation, tailoring portfolios to client-specific objectives and risk tolerance.

Dewayne Nelson Jr. is a financial advisor with Collective Wealth Advisors LLC in Coppell, TX, holding Series 63 and 66 designations and bringing 32 years of industry experience. He previously worked at GENEOS Wealth Management Inc. and has operated as a sole proprietor. Outside of finance, Mr. Nelson serves as an interim pastor for St. Peter Lutheran Church, contributing to worship and religious education. Collective Wealth Advisors LLC provides fee-based investment management and financial planning to individuals, charitable organizations, businesses, and qualified retirement plans. The firm employs a client-centered approach, utilizing third-party account administration and multiple sub-advisors to manage diversified portfolios, and is notable for offering educational seminars alongside its fiduciary services.

Douglas Wood II is a CFP® professional with two years of industry experience. He is currently associated with Ascentis Asset Management, LLC and has prior work history that includes roles at ORG Partners Asset Management and Greg Homesley CPA PC. His background also includes four years at Texas Tech University. Ascentis Asset Management provides sub-advisory portfolio modeling, model portfolio construction, and signaling services to other investment advisers and Unified Managed Account (UMA) program sponsors. The firm focuses on developing model portfolios and offering implementation guidance without directly managing client assets, using a blend of charting, fundamental, quantitative, and technical analysis.

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.

Shelby Henderson is a CFP® professional with three years of industry experience, currently serving at Howard Financial Services, Ltd. in Dallas, TX. Prior to joining Howard Financial Services, he worked at Texas Tech University and the Lamar School District RE-2. Howard Financial Services, Ltd. is a fee-only wealth management firm that serves high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm offers personalized investment management and financial planning through its Wealth Management and Capital Partners divisions, employing strategic asset allocation and discretionary portfolio management across various asset classes.