Robert Holland is a financial advisor at Astra Wealth Management Group in Plano, TX, with 49 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Outside of his advisory role, he serves as a director for Tychee Wealth Partners and REH Holland LLC, operating companies related to his advisory work. Astra Wealth Management is an SEC-registered firm managing about $1.3 billion for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using a blend of fundamental, technical, cyclical, and charting analysis to tailor portfolios that include mutual funds, ETFs, stocks, bonds, options, and structured products.

Andreya Weadon is a financial advisor at ISC Advisors, Inc. in Dallas, TX, with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Institutional Securities Corporation since 1997. ISC Advisors, Inc. serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm provides financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services, and offers a proprietary managed-account program alongside sub-advisor collaborations and educational workshops.

Emily Schulman is a CFP® professional with six years of industry experience, currently serving at Guidestone Advisors. Her prior roles include positions with Equitable Advisors, LLC, AXA Advisors, and GuideStone Financial Resources. She also has experience with Dallas Baptist University and involvement with Girlstart. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and high-net-worth clients. The firm uses a faith-based investing policy and primarily implements client strategies through model portfolios and discretionary management.

Crystal Billing is a CFP® with 19 years of industry experience currently serving at SFMG Wealth Advisors, where she has worked since 2016. Her prior experience includes roles at Cfo4 Life, L.P., LPL Financial, and Spectrum Strategies, L.L.C. SFMG Wealth Advisors is a Dallas-area wealth management firm managing approximately $2.96 billion in client assets with an 18-advisor team. The firm serves individuals, high-net-worth families, retirement plans, trusts, and corporate clients using a planning-first process and a centralized Investment Committee to implement strategic asset allocation with tactical adjustments.

Victor Berlizov is a financial advisor at Cottonwood Capital Advisors in Irving, TX, holding a Series 65 designation. He has worked in the industry since 2021, with prior experience at BAKC, LLP, CBIZ, Inc., Farrell & Hardeman, LLC, and B&T Advisors, LLC. Cottonwood Capital Advisors provides financial planning, retirement-plan consulting, and discretionary asset management for individuals, pension and profit-sharing plans, charitable organizations, and other entities. The firm employs a mix of asset allocation, fundamental and quantitative analysis, and manages accounts primarily on a discretionary basis using third-party platforms and models grounded in modern portfolio theory.

Landon Mc Bride is a financial advisor at Openair Financial, LLC with 23 years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at firms including AssetBuilder, Inc., Hedgeserv, and TD Ameritrade. 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’s investment approach is based on fundamental analysis and includes both long-term and short-term strategies, with client accounts reviewed regularly for suitability and rebalancing.

Shannon Pope is a CFP® professional with five years of industry experience. She has been with SFMG Wealth Advisors since 2018, following prior roles at RGT Wealth Advisors and PFG Advisors. SFMG Wealth Advisors provides personalized wealth management services to individuals, high-net-worth families, pension, and trust clients, integrating financial planning and investment management. The firm follows a planning-first approach, utilizing a centralized Investment Committee and advanced modeling tools to support retirement and investment decisions.

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 with 23 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. Niemuth has been with Requisite Capital Management since 2019 as part of a seven-advisor team. Requisite Capital Management offers wealth management, investment management, financial planning, and private fund advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and some institutional clients. The firm employs fundamental and technical analysis to build customized portfolios with a generally long-term approach, while also accommodating shorter-term trading when appropriate.

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 worked at firms including Goldman Sachs Personal Financial Management, United Capital Financial Advisers, J.P. Morgan Securities, and T. Rowe Price Investment Services. 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 in its investment programs and offers tailored portfolio management alongside written financial plans covering estate, tax, retirement, and insurance topics.

Daniel Raggio is a financial advisor at Burford Brothers, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank NA from 2016 to 2026. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, and retirement plans, offering discretionary asset management, retirement plan consulting, third-party money manager recommendations, and financial consulting. The firm also provides multi-family office services through its Burford Caudle Family Capital division.

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 Series 65-licensed financial advisor with SFMG Wealth Advisors in Plano, TX, and has been in the industry since 2020. His prior experience includes roles at The Siegfried Group, Sportailor, Inc., KPMG, and the University of Miami. SFMG Wealth Advisors is a Dallas-area wealth management firm serving individuals, high-net-worth families, retirement plans, trusts, and corporate clients. The firm follows a planning-first process with strategic asset allocation overseen by an Investment Committee and uses a diversified sleeve approach to portfolio construction.

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 with three years of industry experience. He holds a Series 65 designation and has worked at ORG Partners Asset Management, ORG Wealth Partners, Cain Watters & Associates, Mass Mutual, Southern Methodist University, Price Waterhouse Coopers, and Baylor University. Outside of his advisory role, he works as a part-time tennis coach. Ascentis Wealth Management serves individual and high-net-worth clients, institutional plan sponsors, trusts, estates, and business entities by providing financial planning, investment management, retirement plan consulting, and related services. The firm uses a documented investment policy process and implements portfolios through strategic and tactical asset allocation, employing both in-house and third-party models.