Shannon Pope is a CFP® professional with five years of industry experience, currently serving at SFMG Wealth Advisors since 2018. Prior to joining SFMG, Pope worked at RGT Wealth Advisors and PFG Advisors. SFMG Wealth Advisors is a team-based wealth management firm that provides integrated financial planning and discretionary portfolio management to individuals, families, pension plans, trusts, and corporate clients. The firm builds personalized investment programs guided by an investment policy statement and a centralized Investment Committee, offering a combination of strategic allocations, tactical adjustments, and options for values-based investing.

Tai Chu is a CFP® certificant with 20 years of industry experience. He has worked at Fidelity and its affiliated entities from 2004 to 2023 before joining Beaird Harris in 2023. Beaird Harris Wealth Management, LLC is a fee-only registered advisory firm with 18 advisors managing approximately $2.27 billion for around 800 client relationships. The firm serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans using a Modern Portfolio Theory–based approach with diversified, low-cost mutual funds and ETFs alongside alternative investments.

Annie Adkison is a financial advisor at GDS Wealth Management with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at USAA Investment Management Company and Raymond James Financial Services. GDS Wealth Management provides financial planning, consulting, and investment management services primarily to individual and high-net-worth clients. The firm manages approximately $1.8 billion in assets across 22 advisors, focusing on asset allocation using model portfolios developed with research from Raymond James.

Jim Wagner is a financial advisor at Signal Securities, Inc. in Dallas, TX, with 23 years of industry experience. He holds the Series 66 designation and has been with Signal Securities since 2013. Wagner is the founder of Navicors Wealth Management, a financial planning business. Signal Securities provides fee-based asset management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach focuses on risk management through diversification and a consultative process, offering model-based portfolios and separately managed accounts primarily on a non-discretionary basis.

Rachel Niemuth is a financial advisor at Requisite Capital Management LLC in Dallas, TX, with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services Inc and Halcyon Wealth Advisors. She joined Requisite Capital Management in 2019, where she is part of a six-advisor team. Requisite Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs a combination of fundamental and technical analysis with a flexible investment approach and manages a substantial portion of assets on a non-discretionary basis.

Zain Griffith is a financial advisor at Dash Investments with 16 years of industry experience and holds a Series 65 designation. He has been involved with Dash Acquisitions LLC since 2009. Dash Investments serves individuals, high-net-worth clients, estates, and trusts, typically managing accounts with at least $1 million in investable assets. The firm employs a long-term, value-oriented investment approach focused on a limited number of industries and integrates financial planning and tax analysis into its advisory services.

Karina Kingman is a financial advisor at Spectrum Advisors, Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at Focus Partners Wealth LLC and Buckingham Strategic Wealth, LLC. Outside of financial advising, she was involved in Kingman Solar for over two decades. Spectrum Advisors serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, private business owners, and retirement plan participants. The firm offers portfolio management, financial planning, qualified retirement plan consulting, and uses asset-allocation models combined with fundamental analysis, including third-party managers and model portfolios, to provide investment advice.

Kenneth Calhoun is a financial advisor at OpenAir Financial, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at firms including J.P. Morgan Securities LLC, Goldman Sachs Personal Financial Management, United Capital Financial Advisers LLC, and T. Rowe Price Investment Services, Inc. OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis with strategies ranging from long-term holdings to short-term trading, offering tailored portfolio management and comprehensive financial plans.

Stephen White is an advisor at Peak American Investment Advisors, Inc. with six years at the firm. He holds a Series 63 designation and previously worked for the Safe Group Radio Show for nine years. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary wealth management, comprehensive financial planning, and retirement tax strategy. The firm combines technical and fundamental analysis in its investment approach and integrates tax strategy and insurance coordination into retirement and income planning.

Sebastian Lopez Hafen is a financial advisor at Dash Investments in Plano, TX, with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Fisher Investments and NYLIFE Securities LLC. His background also includes roles outside finance, such as at GetLegal, Uber, and El Pulpo Restaurant. Dash Investments provides discretionary portfolio management and comprehensive financial planning primarily for individuals, high-net-worth clients, estates, and trusts with at least $1 million in investable assets. The firm focuses on a long-term, value-oriented investment approach and integrates tax planning and financial planning into its advisory services.

Jennifer Dragon is a CFP®, PFS™, and Series 65 licensed financial advisor with eight years of industry experience. She has worked at Main Street Retirement Planning since 2022 and previously held positions at MMWKM, Personal Consulting, and Deloitte. Jennifer is also licensed to sell insurance products. Main Street Retirement Planning, LLC provides discretionary portfolio management and financial planning services to individuals, high net worth clients, plan participants, and institutions, managing over $716 million in assets. The firm employs a tactical, trend-based investment approach using SEI mutual funds and emphasizes regular monitoring and rebalancing of client portfolios.

Brett Rudman is a financial advisor at SFMG Wealth Advisors in Plano, TX, holding a Series 65 designation. He has three years of industry experience, including prior roles at The Siegfried Group, LLC and KPMG. SFMG Wealth Advisors is a team-based wealth management firm serving individuals, families, pension plans, trusts, and corporate clients. The firm offers integrated financial planning and discretionary portfolio management, utilizing institutional and proprietary research to guide strategic and tactical investment decisions.

Dezann Korbuly is a financial advisor at Providence Capital with 11 years of industry experience. He holds a Series 65 designation and has worked previously at Open Range Investment and Family Business Office, Inc. In addition to his advisory role, Korbuly owns and operates an accounting business serving individuals and small businesses. Providence Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, utilizing model portfolios, third-party platforms, and AI-assisted tools to support portfolio management.

William Little is a financial advisor at Ascentis Wealth Management, LLC in Dallas, TX, holding a Series 65 designation with three years of industry experience. Before joining Ascentis, he worked at ORG Partners Asset Management and ORG Wealth Partners, and he has been involved with MIMMJ Holdings DBA Castleview Advanced Planning since 2021. Outside of his advisory work, he coaches tennis part-time. Ascentis Wealth Management serves individual, institutional, and corporate clients, providing financial planning, investment consulting for retirement plans, and discretionary and non-discretionary investment management. The firm employs a goal-oriented, asset allocation approach and manages assets both internally and through third-party managers.

Holden Ziels is a CFP® and Series 66-registered advisor at Prestige Wealth Management with four years of industry experience. Prior to joining Prestige Wealth Management, he worked at Goldman Sachs for four years. Outside of his advisory role, he works part time at the Dallas Country Club and provides tax preparation services through an affiliated entity of his firm. Prestige Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 client relationships. The firm employs an asset-allocation investment approach and offers discretionary management, financial planning, retirement plan advisory, and coordinated tax services.

Branson Lee is a financial advisor at Murphy & Sylvest in Dallas, TX, holding a Series 66 designation with one year of industry experience. He previously worked at Edward Jones for two years and has a background with Sherwin-Williams and Walmart. Murphy & Sylvest, operating as a team of seven advisors, provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm uses a disciplined, long-term investment approach combining strategic asset allocation with fundamental and quantitative analysis.

Alexandra Mc Connell is a financial advisor at QuadCap Wealth Management, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Goldman Sachs and Van Atkins Jewelers. QuadCap Wealth Management serves individual and high-net-worth clients, trusts, estates, and charitable organizations with investment management and financial planning. The firm combines traditional advisory services with AI-enabled estate planning tools and integrated tax preparation, offering tailored asset allocations and comprehensive family office support.

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 Jr. is a financial advisor with Requisite Capital Management LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes 15 years at UBS Financial Services and shorter tenures at Deutsche Bank Securities Inc. and Fallline Securities LLC. Outside of his advisory role, he is involved in investment activities through sole proprietorships in the oil and gas exploration and production sector. Requisite Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs a combination of fundamental and technical analysis with a generally long-term orientation, offering a diverse investable menu including ETFs, equities, fixed income, options, private equity, and credit funds.

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.