Jerry Killion is a financial advisor with First Western Securities, Inc. in Hurst, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with First Western Securities since 2010 and has operated as a self-employed advisor since 1997. In addition to his advisory work, Killion also serves as an independent insurance agent for Employee Benefits Associates. First Western Securities, Inc. provides fee-based investment advisory services primarily to individual clients, including high net worth individuals, managing approximately $48.6 million in client assets. The firm employs a tactical asset allocation strategy with a customizable approach to portfolio management and offers services on a discretionary or non-discretionary basis.

Scott Hammel is a CFP® with 18 years of industry experience, currently serving as an advisor at Apeiron since 2017. He previously worked at WFG Investments Inc from 2010 to 2017. Hammel also acts as an independent insurance agent and may sell insurance products he recommends to clients, which accounts for about 10% of his time. Apeiron RIA manages approximately $730 million for a diverse client base, including individuals, trusts, retirement plans, and institutional clients. The firm employs a holistic investment process combining multiple analytical methods and offers discretionary portfolio management, financial planning, retirement plan consulting, and licensed insurance product recommendations.

Bruce Fraser Jr. is a financial advisor at McElhenny Sheffield Capital Management, LLC with 23 years of industry experience. He holds a Series 63 designation and has been with McElhenny Sheffield since 2000. Outside of his advisory role, Fraser serves as the managing partner of Elkhorn Capital Management, a commercial real estate investment firm. McElhenny Sheffield Capital Management provides investment management and financial planning services primarily to individuals, high-net-worth clients, businesses, and institutional retirement plans. The firm employs a rules-based, tactical ETF strategy using proprietary quantitative models with daily updates, focusing on trend-following and momentum disciplines alongside documented risk controls.

Colton Richards is a CFP® and Series 65 credentialed advisor at Apeiron with eight years of industry experience. He previously worked at SEI Investments Management Corp and Provident Bank. Apeiron provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, churches, and other institutional clients. The firm employs a holistic, discretionary approach to portfolio management, utilizing various analytical methods and a range of investment options while acting as a fiduciary for retirement accounts.

Kevin Moss is a financial advisor with Optivise Advisory Services LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Optivise since 2019 and has concurrent roles at PanthRex Asset Management and his own entities, Moss Agency and Mossom, spanning over two decades. Outside of advisory work, he dedicates a significant portion of his time to selling fixed insurance products, including life, health, annuity, and disability income insurance. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios and a subscription-based co-advisory service for employer-sponsored defined contribution plans, combining in-house management with third-party sub-advisors and compliance consulting for other advisers.

Ryan Hembree is a CFA® charterholder affiliated with Annandale Capital, LLC in Dallas, TX. He has been with Annandale Capital since 2007. Annandale Capital provides discretionary and non-discretionary investment management and manager selection for individuals, family offices, profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm employs a manager-of-managers approach, using bottom-up quantitative, qualitative, and operational research to construct diversified portfolios across various asset classes tailored to client goals.

Michael Scholten is a financial advisor at Clear Harbor Asset Management, LLC in Dallas, TX, holding Series 63 and Series 66 registrations with 20 years of industry experience. He has been with Clear Harbor since 2010. Clear Harbor Asset Management provides investment management, financial planning, and consulting services to a diverse client base including individuals, pooled investment vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $2.05 billion in assets, employing a multi-asset class approach that integrates bottom-up fundamental analysis with top-down macro and cyclical views.

Grant Morris is a CFP® and CFA® with 10 years of industry experience. He has worked at McElhenny Sheffield Capital Management since 2016 and previously was with Alix Partners, LLP from 2009 to 2016. Outside of his advisory role, he is involved with Elkhorn Capital Partners LLC, an investment-related business focused on direct real estate investments. McElhenny Sheffield Capital Management serves individuals, high-net-worth clients, businesses, and institutional retirement plans, offering investment management and financial planning primarily through separately managed accounts. The firm employs a rules-based investment process centered on tactical ETF strategies driven by proprietary quantitative models and provides portfolio management to pooled investment vehicles and an actively managed ETF.

Emily Swerdlow is a CFP® and holds a Series 65 license, with 11 years of industry experience. She has been with Howard Financial Services, Ltd. since 2015. Howard Financial Services provides personalized investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm employs a strategic asset allocation approach across equities, fixed income, and alternative investments, combining fundamental, technical, and quantitative analysis in its portfolio construction.

James Marsden is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Apeiron since 2017. Prior to that, he worked at Wfg Investments Inc for seven years. Marsden serves as treasurer for the Highland Village Area Baseball and Softball Association on a volunteer basis. Apeiron RIA manages approximately $730 million for a diverse client base including individuals, trusts, retirement plans, and institutions. The firm employs a holistic investment approach that integrates multiple analytical methods and offers discretionary portfolio management alongside financial planning and insurance product recommendations.

Kyle Walters is a CFP® with 23 years of industry experience, currently serving as an advisor at Apeiron in Dallas, TX. He previously worked at WFG Investments Inc for seven years before joining Aperion RIA, LLC in 2017. Walters is also the proprietor of L&H CPA's and Advisors, an accounting and tax preparation business. Apeiron provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, churches, and other institutional clients. The firm employs a holistic, discretionary approach to portfolio management, combining fundamental analysis, modern portfolio theory, and technical and cyclical analysis while offering a broad range of investment options.

Stephen Fitzpatrick is a financial advisor at Sanders Morris LLC based in Dallas, TX, holding Series 65 and Series 63 licenses with 23 years of industry experience. He has been with Sanders Morris Harris LLC since 2016. Sanders Morris LLC provides investment advisory and related services to individuals, high-net-worth clients, pooled investment vehicles, retirement plan sponsors, trusts, estates, and business entities, utilizing discretionary and non-discretionary wrap programs and a range of investment products. The firm is dual-registered as an SEC investment adviser and FINRA broker-dealer and is affiliated with a national bank and an insurance agency.

Laura Adams is the sole advisor and president of Adams Asset Advisors LLC, with 23 years of industry experience. She holds a Series 65 designation and has served as an investment advisor and mutual fund president since 2002. Adams also acts as president and treasurer for multiple open-end mutual funds and is a registered transfer agent for these funds. Adams Asset Advisors provides discretionary investment management and supervisory services primarily to very high net worth individuals, trusts, corporations, and institutional investors. The firm’s investment approach combines fundamental and quantitative analysis, including proprietary mathematical models, with tailored asset allocation and security selection by its sole investment officer.

Samuel Acho is a financial advisor at AWM Capital, LLC with three years of industry experience. He holds a Series 65 designation and has worked with AWM Capital since 2022. Outside of his advisory role, Acho is the founder and president of Athletes for Justice, a nonprofit organization that mobilizes athletes to advocate for systemic change. He also serves as a board member at St. Mark's School of Texas and is vice president of Living Hope Christian Ministries, which organizes medical mission trips to Nigeria. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm emphasizes liability-driven investing and asset allocation, managing approximately $1.15 billion through a multi-team staff of 24 advisors.

Brandon Ratzlaff is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Cypress Point Wealth Management, LLC since 2016. Outside of his advisory role, he contributes as a researcher with the Income Lab Academic Research Council and serves on the investment committee for Partners for Sacred Places. Cypress Point Wealth Management serves high-net-worth individuals, families, trusts, and select family office clients, providing financial planning, discretionary investment management, family office services, and private fund advisory and administrative services. The firm emphasizes long-term, low-turnover investment strategies with diversified portfolios and offers specialized family office support and private fund involvement.

Cinthia Saenz is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on guiding families and entrepreneurs through significant financial milestones, including employment transitions, retirement, and business growth or divestiture. Saenz and her team develop personalized wealth management strategies aimed at fostering growth and financial security, while emphasizing high-level client service to achieve client satisfaction. Her areas of client expertise include family wealth management, retirement income planning, portfolio management, tax minimization, and services tailored for endowments, foundations, non-profits, and small businesses. Fluent in both Spanish and English, Saenz holds a Bachelor's Degree from New Mexico State University and carries the Personal Investment Advisor (PIA) designation. As a naturalized immigrant and mother of two, she values being present and prepared during life’s changes, striving to provide clients with confidence and trustworthy guidance. Outside of her professional role, Saenz enjoys running, traveling, biking, dancing, hiking, music, pickleball, reading, spending time with family, and watching movies.

Elizabeth Trecartin is a financial advisor at Penn Davis McFarland Inc. with 11 years of industry experience. She holds the CFP® and Series 66 designations and has worked at Charles Schwab and Charles Schwab bank since 2016. Outside of her advisory role, she is involved with Air B&B. Penn Davis McFarland serves high-net-worth clients, trusts, charitable organizations, and retirement plans, offering financial planning and family office services. The firm employs a fundamental, long-term investment approach focused on publicly traded equities and bonds, and manages approximately $1.36 billion in assets across about 211 client relationships.

Susan Bryant is a Series 65-licensed financial advisor with Arrowroot Family Office, LLC in Dallas, TX, and has over 18 years of industry experience. She previously worked at The MB Group, LLC for 17 years and is currently CEO of Unboxed Advisors, LLC, which provides accounting, tax, and business advisory services. Arrowroot Family Office offers multi-family office and investment advisory services to a broad client base, including high-net-worth individuals and various entities. The firm focuses on customized asset allocation using analytics and employs ETFs, mutual funds, and individual securities, along with offering discretionary and non-discretionary management and various administrative services.

Laura Blair is a financial advisor at Vaquero Private Wealth, Ltd. in Dallas, TX, with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill, Purshe Kaplan Sterling Investments, and Syntal Capital Partners prior to joining Vaquero Private Wealth in 2019. Vaquero Private Wealth offers discretionary and non-discretionary investment management and financial planning for individuals, high-net-worth clients, and various institutional and tax-advantaged accounts. The firm builds customized, diversified portfolios using fundamental, cyclical, and technical research, incorporating a range of investment vehicles including ETFs, mutual funds, private funds, and derivatives.

Logan Cox is a financial advisor with Cabin Advisors, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Arete Wealth Advisor LLC and Guardian Life Insurance. Outside of advising, he partners in Eric and Logans Sports Card Adventure LLP, a business focused on buying and selling sports cards online. 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 sub-advisory services, employing a comprehensive investment approach that includes fundamental, technical, and cyclical analysis.