Douglas Wood II is a CFP® and holds a Series 65 license, with two years of industry experience. He currently works at Ascentis Asset Management, LLC and has previous experience at ORG Partners Asset Management and Greg Homesley CPA PC. Ascentis Asset Management provides sub-advisory portfolio modeling, model construction, and signaling services to other investment advisers and Unified Managed Account program sponsors, focusing on delivering model portfolios and implementation guidance rather than directly managing client assets. The firm employs charting, fundamental, quantitative, and technical analysis to build asset allocations and creates custom models based on parameters set by primary advisers.

Russell Jacobson is a CFP® professional with 13 years of industry experience, currently serving at Astoria Strategic Wealth, Inc. since 2022. His prior roles include positions at Charles Schwab & Co., Inc. and TD Ameritrade. Astoria Strategic Wealth provides financial planning and both discretionary and non-discretionary investment management primarily for individuals and high-net-worth clients, as well as charitable organizations and private businesses. The firm focuses on diversified asset allocation with a long-term buy-and-hold strategy, tailoring portfolio construction to client-specific investment policy statements and offering tiered service levels that include tax-aware planning and estate-document review.

Erick Kuebler is a financial advisor with Sanders Morris LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Sanders Morris Harris LLC since 2016 and has prior experience at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Sanders Morris LLC provides investment advisory and related services to individuals, high-net-worth clients, retirement plan sponsors, trusts, estates, and business entities. The firm offers portfolio management primarily through wrap-fee programs and utilizes third-party portfolio managers, combining advisory and brokerage services within a dual registration structure.

Mark Keffer is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. He has worked at ISC Advisors, Institutional Securities Corp, and as the sole proprietor of MK Financial Services. Keffer manages several web domains related to his advisory services under MK Financial Services. ISC Advisors serves a diverse client base including individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable institutions, managing over $1.6 billion in assets through 27 advisors. The firm offers portfolio management, financial planning, and pension consulting with both discretionary and non-discretionary options, supported by an internal Investment Committee and multiple advisory programs.

Michael Mills is a Certified Financial Planner® with 26 years of industry experience and has been with Mills Wealth Advisors, LLC since 2003. He holds additional designations including Certified Fund Specialist (CFS), Chartered Life Underwriter (CLU), and Certified Exit Planning Advisor (CEPA®). Outside of his advisory role, Mills is involved in real estate investment through ownership interests in several entities unrelated to his firm’s business. Mills Wealth Advisors serves individuals and high-net-worth clients, particularly executives and business owners, offering wealth management, financial and business planning, retirement-plan advisory, and portfolio management services. The firm employs a fiduciary, goal-driven process with evidence-based CORE+ model portfolios and is notable for sponsoring private pooled investment vehicles and using performance-based fee arrangements with certain clients.

Lee Bradshaw is a financial advisor at First Dallas Securities Incorporated with nine years of industry experience. He holds the Series 66 designation and has worked at both Hodges Capital Management and First Dallas Securities since 2017. Bradshaw also worked at Texas State University from 2015 to 2016. First Dallas Securities serves individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations, managing discretionary equity portfolios with an emphasis on fundamental and technical analysis. The firm operates with a small team and oversees approximately $398 million in discretionary assets.

Matthew Oberst is a financial advisor at Trinity Portfolio Advisors, LLC in Plano, TX, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Trinity since 2009 and at MassMutual Financial Group since 2006. Outside of his advisory role, he is a 2% owner of All Season Greens, LLC, a company that produces hydroponic systems for growing living greens for both animal and human consumption. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for nearly 700 clients. The firm offers financial planning, consulting, and investment management services to a diverse client base, employing a risk-assessed, probability-based investment approach that integrates fundamental and technical analyses alongside proprietary model portfolios.

John Gordon is a financial advisor at Vaquero Private Wealth, Ltd. in Dallas, TX, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Syntal Capital Partners. Vaquero Private Wealth provides investment management and financial planning services to individuals, high-net-worth clients, and institutional accounts, utilizing a research-driven approach to construct diversified portfolios across public and private markets.

Joseph Dena is a financial advisor at Signal Securities, Inc. with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Owings Financial Group. Signal Securities, Inc. provides fee-based asset management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on risk management through diversified model portfolios and a consultative process that incorporates client financial data, time horizon, and risk tolerance.

Matthew Brown is a CFP® with 12 years of industry experience, currently serving as an advisor at Mills Wealth Advisors, LLC since 2017. Prior to this, he worked at TD Ameritrade from 2013 to 2017. He holds Series 65 and Series 63 licenses. Mills Wealth Advisors, LLC provides wealth management, financial planning, business planning, retirement-plan advisory, and portfolio management services to individuals, high-net-worth clients, executives, and business owners. The firm employs an evidence-based CORE+ investment framework combining diversified low-cost core holdings with selective satellite positions, emphasizing tax-aware trading and ongoing monitoring aligned with client objectives.

David Eubanks is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Xcelsior Advisor Partners LLC and The Leaders Group Inc, and previously worked at Robert W. Baird & Co. and UBS Financial Services. Outside of his advisory role, he is the founder and managing partner of BV Private Wealth in Fort Worth, TX. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm uses a combination of fundamental analysis and modern portfolio theory, leveraging both custom and licensed model portfolios while facilitating access to alternative and private investments.

Edward Hoffman is a financial advisor at Sanders Morris LLC with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Merrill Lynch, Morgan Stanley, and Sanders Morris Harris. Outside of advisory work, he is the founder of FLY Holdings LLC, a men's grooming business. Sanders Morris LLC provides investment advisory and brokerage services to individuals, high net worth families, retirement plans, trusts, estates, corporations, and other entities. The firm primarily manages discretionary accounts through wrap‑fee programs and utilizes third‑party portfolio managers and model portfolios to implement diversified investment strategies tailored to client objectives and risk tolerance.

Carlos Esteve is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He has worked at First Dallas Securities Incorporated and Hodges Capital Management Inc. since 2023, and previously was employed by The Vanguard Group, Inc. and Huffines Communities. First Dallas Securities serves individual and institutional clients, including high-net-worth investors, trusts, estates, and charitable organizations. The firm emphasizes discretionary portfolio management with a focus on equity securities, combining fundamental and technical analysis to create portfolios tailored to client objectives.

Roman Marquez is a financial advisor with Leo Wealth Americas, LLC, holding Series 65 and Series 63 designations and four years of industry experience. His prior work includes roles at GDS Wealth Management, Cetera Advisor Networks, Sageview Advisory Group, Charles Schwab, and TD Ameritrade. Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting, and access to alternative funds for individuals, trusts, retirement plans, foundations, and institutional clients. The firm utilizes a combination of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Christopher Manross is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Rogers Wealth Group, Inc., where he has worked since 2014, except for a brief period in 2022 at WP Wealth LLP. The firm provides wealth management consulting to high-net-worth individuals and institutional clients, specializing in globally diversified portfolios using institutional asset-class mutual funds and ETFs. Rogers Wealth Group also serves banking and thrift institutions and acts as a sub-advisor to collective investment funds.

Jacob Friedland is a Series 65-licensed financial advisor at Leo Wealth Americas, LLC with one year of industry experience. He has previously been associated with Leo Brokerage, LLC and has experience in academic environments, including Santa Clara University and Boston College. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting for a diverse client base including individuals, trusts, foundations, institutional clients, and unique entities such as sovereign wealth funds and municipal governments. The firm employs systematic and discretionary strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementation, supported by thorough due diligence and ongoing monitoring of third-party managers.

Hope Robinson is a CFP® at Penn Davis McFarland Inc. in Dallas, TX, with four years of industry experience. Prior to joining her current firm, she worked at RGT Wealth Advisors for three years and EY for two years. Penn Davis McFarland serves high-net-worth individuals, trusts, charitable organizations, and retirement plans, offering separately managed accounts and financial planning. The firm applies a fundamental, long-term investment approach focused on publicly traded equities, bonds, and cash equivalents, with portfolios typically concentrated and supplemented by occasional use of alternative instruments.

Elias Dragon is a CFP® and ChFC® credentialed advisor with 23 years of industry experience. He is currently with Main Street Retirement Planning, LLC, where he has worked since 2022. Prior to this, he was associated with MMWKM Advisors, LLC and Retirement Planners of America from 2011 to 2022, and he has maintained Dragon Financial Group since 2001. Dragon is also a licensed insurance agent. Main Street Retirement Planning, LLC provides discretionary portfolio management and financial planning services to individuals, high net worth clients, and institutional investors. The firm employs a tactical, trend-based investment approach using technical analysis and primarily manages client assets through SEI mutual funds, money market funds, and sweep accounts.

Emily Lopez is a CFP® professional with three years of industry experience. She works at Mills Wealth Advisors, LLC and previously held roles at Cain Watters & Associates and KPMG. In addition to her financial advisory work, Lopez is a Certified Public Accountant. Mills Wealth Advisors, LLC provides wealth management, financial planning, business planning, retirement-plan advisory, and portfolio management services to individuals, high-net-worth clients, executives, and business owners. The firm employs an evidence-based CORE+ investment framework combining broadly diversified, low-cost core holdings with selective satellite positions and emphasizes tax-aware trading and ongoing portfolio monitoring.

Dale Rogers is the CEO and sole owner of Rogers & Associates-Pension Consultants and has over 30 years of experience in the financial industry. He has been involved with Rogers Capital Management, Inc. since 1995 and with Rogers & Associates-Pension Consultants since 1972, where he performs consulting, recordkeeping, and administrative services for sponsors of qualified retirement plans. Rogers Wealth Group, Inc. is a team of eight advisors that manages approximately $1.04 billion in assets, serving high-net-worth individuals and various institutional clients. The firm emphasizes global diversification, cost control, and a disciplined investment approach using institutional-share mutual funds and ETFs while offering portfolio management and retirement plan services.