Sarah Crowe is a CFP® and Series 66 licensed financial advisor with 23 years of experience, currently working at Generational Wealth Advisors. She has been with Talis Advisory Services, LLC since 2016. Crowe is also licensed as an insurance agent for life, accident, and health insurance. Generational Wealth Advisors serves individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans by providing discretionary investment management and financial planning. The firm uses a multi-disciplinary team approach with a focus on strategic asset allocation, diversification, and periodic rebalancing, employing primarily institutional mutual funds, ETFs, and other investment vehicles.

Liam Coll is a financial advisor with Nobles & Richards Advisors, LLC in Plano, TX. He holds Series 63 and Series 65 licenses and has five years of industry experience, including roles at Fidelity Investments, Charles Schwab & Co., Inc., and Merrill. Nobles & Richards Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, municipalities, and businesses. The firm manages approximately $34 million in assets across about 128 client relationships, offering both direct portfolio management and access to third-party sub-advisers, typically operating on a non-discretionary basis.

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.

David Miller is a financial advisor at Eagle Financial Advisors, LLC with 39 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including CLA USA Advisory Group, Hornor, Townsend & Kent, and Ameriprise Financial. Miller is also president of Miller Financial Services, Inc., a life insurance and annuity firm he has led since 1993. Eagle Financial Advisors, LLC serves individuals, high-net-worth clients, trusts, and businesses by providing portfolio management and third-party manager selection, primarily on a non-discretionary basis. The firm uses quantitative techniques and third-party research to build client-specific investment policies and employs custodial and technology platforms for trade execution and reporting.

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.

David Blair is a financial advisor at Quadcap Wealth Management, LLC with 21 years of industry experience. He holds the Series 66 designation and has been with Quadcap since 2009. QuadCap Wealth Management provides investment management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm offers tailored asset allocation strategies, family office coordination, trustee services, and in-house tax preparation, utilizing advanced tools including an AI-enabled platform for estate planning.

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.

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.

Tamlyn Baker is a CFP® with 33 years of industry experience, currently serving at Parkway Wealth Management Group, LLC. She has been with Parkway and its related entities since 2016. Outside of her advisory role, she owns and manages B Rocking Ranch LLC, a timberland property, and is involved with Red Bird Hallow Inc., a support company related to a business publication. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets, serving a diverse client base including individuals, families, business owners, and institutional clients. The firm offers comprehensive financial planning and portfolio management, employing a personalized investment approach with diversified strategies across multiple asset classes.

Gina Aldaz is a financial advisor at Generational Wealth Advisors with eight years of industry experience. She holds a Series 65 credential and previously worked at NetEffect Marketing and Talis Advisors. Generational Wealth Advisors provides discretionary investment management, financial planning, and risk-management advice to individuals, trusts, foundations, pension plans, business entities, and charitable organizations. The firm employs a multi-team advisory model and emphasizes strategic asset allocation and diversification using institutional-share mutual funds, ETFs, and separately managed accounts.

Joel Hackney is a financial advisor at Parkway Wealth Management Group, LLC with 31 years of industry experience. He holds a Series 63 designation and previously worked at Raymond James Financial for 25 years before joining Parkway Wealth Management Group. Outside of his advisory role, he is solely involved with Solely Foster, LLC, a collegiate products business based in Tyler, TX. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and other institutional clients. The firm offers portfolio management, comprehensive financial planning, 401(k) advisory services, and financial consulting using a holistic, personalized investment approach with diversified portfolios and both in-house and third-party management strategies.

Chloe Silva is a financial advisor at Corus Family Wealth Advisors, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Corus, she worked at Charles Schwab & Co., Inc. and has held various roles including Autism Support Specialist and swim instructor. Corus Family Wealth Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes diversified, low-cost mutual funds and ETFs guided by modern portfolio theory, while also incorporating tailored allocations that may include private credit, private real estate, and derivatives.

Thomas Eifler Jr. is a financial advisor at WealthTrust Asset Management, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Peak Trust Financial Group Inc., PTF Investment Advisors, Inc., Canyon Creek Capital LLC, and Advisors Excel. In addition to his advisory roles, he is involved in insurance-related business activities through Canyon Creek Capital and other affiliated entities. WealthTrust Asset Management serves individuals, families, trusts, estates, retirement plans, and financial institutions, offering investment management and financial planning. The firm’s investment approach integrates quantitative screening with fundamental analysis through model portfolios, and it also provides services to unaffiliated registered investment advisers via sub-advisory and third-party platforms.

Mark Whidby is a CFA® charterholder with 23 years of industry experience. He has worked at Strata Wealth Advisors, LLC since 2022 and was previously with Lee Financial Company from 2016 to 2022. Based in Dallas, TX, he holds a Series 63 license. Strata Wealth Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, pension and profit-sharing plans, and broker-dealer clients. The firm employs a fiduciary, tailored approach using a range of securities and technology tools to align portfolios with client objectives.

Charles Rahm is a financial advisor with MIAI, Inc. in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked at MIAI since 2016 and has been with Maplewood Investment Advisors, Inc. since 2002. MIAI, Inc. is an SEC-registered investment adviser managing approximately $235 million for around 295 clients through a team of five advisors. The firm serves individuals, trusts, estates, corporations, charitable organizations, and retirement plans, offering discretionary investment management, access to third-party manager and model solutions, financial planning, and retirement plan consulting. MIAI constructs portfolios using fundamental and technical analysis and a variety of strategies, typically implementing client objectives on a discretionary basis.

James Wheeler is a financial advisor at Aegis Wealth Management, Inc. in Dallas, TX, holding a Series 65 credential with two years of industry experience. He has previously worked at Maripau Wealth Management LLC and Five Rings Financial. Outside of financial advising, he is co-owner of Simplify Arms & Ammo LLC, a federally licensed firearms manufacturer. Aegis Wealth Management is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. It serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary portfolio management through multiple sub-advisers while tailoring allocations to client objectives and risk tolerance.

Jackson Parrish is a financial advisor at Lemnis Capital with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Lemnis Capital, he worked at Innovation Partners LLC and Equitable Advisors. Outside of his advisory role, he works as a delivery driver for Uber Eats and DoorDash. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other business and institutional clients. The firm uses model portfolios and customized asset allocation, offering both discretionary and non-discretionary portfolio management supported by third-party strategists and platforms.

Stephan Celuch is a financial advisor at Crescent Advisor Group, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked for USSSA Inc. for 18 years. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to a diverse client base, including individuals, families, institutions, and non-profits. The firm combines technical and fundamental analysis in its investment approach and offers both discretionary and non-discretionary management, supported by a network of affiliated business lines and professionals.