Joshua Gideon is a CFP® with 14 years of industry experience, currently with Richard P. Slaughter Associates, Inc. He has previously worked at Charles Schwab and Charles Schwab Bank. Outside of his financial advisory roles, he was involved with Utopian Bartending for nine years. Richard P. Slaughter Associates, Inc. provides wealth management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm combines active asset management with comprehensive financial planning, employing various investment strategies including options and manager selection, and offers both discretionary and nondiscretionary account management.

Jacob Andrew Howeth is a Series 66-registered advisor at Generational Wealth Advisors with eight years of industry experience. His work history includes roles at Fisher Investments, CUSO Financial Services, and Fidelity before joining Generational Wealth Advisors. Generational Wealth Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans. The firm uses a multi-disciplinary team approach emphasizing strategic asset allocation, diversification, and periodic rebalancing, primarily employing institutional mutual funds, ETFs, separately managed accounts, and alternative investments.

Jennifer Grant is a CFP® professional with 10 years of experience in the financial services industry. She has been with Perryman Financial Advisory, Inc. and Perryman Securities, Inc. since 2017. Prior to that, she worked at Financial Gravity Wealth Inc. and operated Grant Associates Consulting, which includes a family fitness camp business. Grant also serves on the finance committee of First United Methodist of Richardson and is a director overseeing the budget for The Ark House, a nonprofit providing low-cost housing to patients traveling to Dallas for medical care. Perryman Financial Advisory, Inc. is an SEC-registered investment adviser with a team of eight advisors managing over $1 billion for approximately 510 clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans.

Caleb Madden is a financial advisor at Madden Asset Management in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Madden Asset Management, he worked at Hodges Capital Management. Madden Asset Management provides discretionary and non-discretionary investment supervisory services and consulting to individuals, corporations, trusts, and other organizations, employing both fundamental and technical analysis to manage assets across multiple investment types.

Keith Pillers is a CFP® professional with seven years of industry experience. He has worked at Ackerman Capital Management since 2019 and previously held roles at Bank of Texas and THE MILESTONE GROUP, INC. Ackerman Capital Management provides wealth management services to high-net-worth individuals, families, trusts, corporations, charitable entities, and certain pension plans. The firm offers separately managed accounts and retirement plan consulting, and also sponsors private pooled funds, including a municipal bond fund and a multi-strategy digital-asset fund.

Daniel Dooley is a financial advisor at MIAI, Inc. in Dallas, TX, with 38 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. In addition to his advisory roles, he has served as a director of the Blanche Stanley Foundation since 2013, assisting with the management of its assets. MIAI, Inc. provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $213 million for around 274 clients through a team of four advisors, utilizing proprietary programs and platforms such as the MIAI Advisor Program and Fidelity Managed Account Xchange.

Reid Rottino is a financial advisor at ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation with five years of industry experience. His prior work includes roles at ISC Group, Inc., The Trails Golf Club, and Tyler Technologies. ISC Advisors serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, foundations, and other U.S. and international institutions. The firm manages approximately $1.6 billion in assets across discretionary and non-discretionary portfolios and offers financial planning, pension consulting, and a range of advisory options including managed-account programs and third-party sub-advisors.

Harrison Smith is a financial advisor at McGowanGroup Asset Management, Inc. in Dallas, TX, holding a Series 65 designation and five years of industry experience. He has been with McGowanGroup since 2019 and previously studied at Texas Tech University. McGowanGroup Asset Management, Inc. serves individuals, high-net-worth clients, trusts, retirement plans, and other entities with fee-based asset and portfolio management. The firm employs a model-driven investment process combining tactical multi-asset allocation with income or growth selection, offering wrap and non-wrap fee programs and utilizing Pershing Advisor Solutions for trade execution and account services.

Emma Callaway is a financial advisor at Guidestone Advisors with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at GuideStone Financial Resources and BlueSprig. Emma also has a background in education and retail, having worked at Dallas Baptist University and Chick-fil-A. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm applies a faith-based investing policy and uses model portfolios primarily composed of affiliated GuideStone Funds, with options for unaffiliated mutual funds and third-party managed accounts.

John Howard is a financial advisor at Howard Financial Services, Ltd. in Dallas, TX, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Howard Financial Services, Inc. since 2003. Howard serves as a board member of the Camp John Marc Foundation, which operates a camp for disabled or impaired children. Howard Financial Services, Ltd. is a fee-only wealth management firm that 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 strategic asset allocation across various asset classes and manages most client accounts on a discretionary basis.

James Zimmerman is a CFP® with 19 years of industry experience and has been with Beaird Harris Wealth Management, Inc. since 2015. He holds Series 63 and Series 66 licenses and is based in Dallas, TX. 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 employs Modern Portfolio Theory through diversified, low-cost mutual funds and ETFs, incorporates alternative investments, and operates in affiliation with a certified public accounting firm, offering access to specialized fund offerings and tax-managed investment strategies.

Jennifer Cook is a CFP® professional with eight years of experience, currently serving as an advisor at Cypress Point Wealth Management, LLC. She previously worked at Quest Capital Management, Inc. and Evensky & Katz/Foldes Financial Wealth Management. Jennifer is involved in the financial planning community as the 2022 Special Events Director for the Financial Planning Association of Dallas and Fort Worth and serves on the Texas Tech University Personal Financial Planning Alumni Advisory Board. She also provides pro bono financial coaching to widows through Wings for Widows. Cypress Point Wealth Management serves high-net-worth individuals, families, trusts, and select family office clients, offering financial planning, discretionary investment management, and family office services. The firm employs a long-term, low-turnover investment approach focused on diversified, balanced portfolios emphasizing tax efficiency and asset allocation.

Christian Becnel is a financial advisor at Steel Grove Capital Advisors, LLC in Dallas, TX, holding a Series 65 designation with three years of industry experience. Prior to joining Steel Grove Capital Advisors, he was a full-time student for ten years. Steel Grove Capital Advisors provides wealth management, discretionary and non-discretionary portfolio management, and financial planning services to affluent individuals, families, trusts, estates, charitable organizations, corporations, and business entities. The firm employs a combination of statistical analysis and proprietary liability-planning tools to guide asset allocation and portfolio construction, managing diversified portfolios that include mutual funds, ETFs, individual securities, options, and private placements.

Joshua Biggs is a CFP® professional with 15 years of industry experience, currently serving at Guidestone Advisors since 2008. He holds a Series 63 license and is based in Dallas, TX. 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 a faith-based investing policy and offers discretionary management primarily through affiliated mutual funds and third-party separately managed accounts.

Nicole Williams is a financial advisor at Guidestone Advisors in Dallas, TX, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at Fidelity Investments, the City of Philadelphia Law Department, and Bank of America, N.A. Outside of finance, she operated Thekari Designs Custom Woodwork for eight years. Guidestone Advisors, LLC 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 policy and offers various packaged programs such as GuideStone Wealth Management and GuideStone Personal Advisory Services.

Darla Ripley is a financial advisor with Oxbow Advisors, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at Compass Real Estate, Briggs Freeman Sotheby's Realty, and Dave Perry Miller Real Estate, and has been with Oxbow Advisors since 2012. Ripley was also involved with Dreamfield Arabian Racehorses, Inc. for 27 years and is a general partner of Houston Hotel Magazine, LLC. Oxbow Advisors is a registered investment adviser serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, foundations, and corporations. The firm offers discretionary portfolio management and financial planning, utilizing a combination of fundamental, technical, and cyclical analysis to tailor investment strategies to client needs.

Corbin Caudle is a financial advisor with Burford Brothers, Inc. in Dallas, TX, holding a Series 65 designation and two years of industry experience. He has prior experience with Burford Caudle Family Capital and Lee Financial, and has worked with Northwestern Mutual since 2017. Outside of advising, he performs bookkeeping for a family-owned commercial office leasing business. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, and retirement plans, offering discretionary asset management, retirement plan consulting, and financial consulting. The firm provides multi-family office–style services through its Burford Caudle Family Capital division, employing a range of investment strategies tailored to each client’s needs.

Clive Blowers is a CFP® professional with 33 years of industry experience, currently serving at ISC Advisors, Inc. in Dallas, TX. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He is also the owner of Weybridge Wealth Management LLC, a separate investment-related business. ISC Advisors, Inc. provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, corporate plans, and institutions. The firm manages assets through discretionary and non-discretionary strategies, including the Pathways managed-account program and third-party managers, and offers fiduciary and plan-design services for employer-sponsored retirement plans.

Guy Collins is a CFP® with 25 years of industry experience, currently serving at Alden Investment Group. His prior roles include positions at OSAIC, Triad Advisors, Kestra Investment Services, and Burns-Fazzi, Brock. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm specializes in retirement programs and executive benefits for small and mid-sized employers and employs customized asset allocations using proprietary strategies and third-party managers, supported by the Alden COVE platform for integrated asset management.

Daniel Gibson is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has worked at firms including Rock & Co LLC, Rockefeller Financial LLC, Bank of America, and Merrill prior to joining MSH Capital Advisors LLC and M.S. Howells & Co. in 2025. Outside of his advisory role, he owns and manages a short-term rental property in Mena, Arkansas. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm delivers personalized advice through independent advisors and utilizes third-party platforms and sub-advisers to implement specialized investment strategies.