Victoria Geiger is a financial advisor with GDS Wealth Management in Flower Mound, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at several firms including Raymond James Financial Services and Equitable Advisors. GDS Wealth Management serves primarily high-net-worth individual clients, managing approximately $1.8 billion in assets through a team of 22 advisors. The firm focuses on discretionary portfolio management and retirement-rollover guidance, implementing client portfolios using model allocations developed with research from Raymond James.

Kyle Phillip is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Guidestone Financial Resources since 2010. He holds Series 63 and Series 65 licenses and is based in Dallas, TX. GuideStone Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and high-net-worth clients. The firm manages approximately $1.59 billion in discretionary assets and implements client strategies primarily through model portfolios and discretionary management, applying a faith-based investing policy.

Kyle Elam is a CFA® charterholder with two years of experience at McElhenny Sheffield Capital Management and five years as a consultant for litigation and fraud examination. He has also worked at Aramanino LLP and operated his own consulting group. Based in Dallas, TX, Elam is part of a seven-advisor team at McElhenny Sheffield. McElhenny Sheffield Capital Management provides investment management and financial planning to individuals, high-net-worth clients, businesses, and institutional retirement plans using a rules-based, tactical ETF strategy driven by proprietary quantitative models. The firm is also involved in managing pooled investment vehicles, including an actively managed ETF, and serves as a sub-adviser to other advisers and platforms.

Ray Pinson is a CFP® with 13 years of industry experience, currently serving at Leo Wealth Americas, LLC as part of a team of 10 advisors. His prior experience includes roles at Leo Wealth LLC and BFT Financial Group, LLC. Outside of advising, he provides accounting consulting focused on business accounting and HR-related matters. Leo Wealth Americas offers portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, foundations, and institutional clients. The firm employs a mix of systematic and discretionary investment strategies emphasizing diversification and tax efficiency, while also providing access to alternative funds and third-party money managers.

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.

Max May is a financial advisor at Trinity Portfolio Advisors, LLC, holding a Series 65 designation with two years of industry experience. He has been with Trinity Portfolio Advisors since 2022 and previously attended Clemson University from 2018 to 2022. 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, using a combination of fundamental, technical, cyclical, and charting analyses alongside proprietary model portfolios.

Douglas Burnette Jr. is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Collective Wealth Advisors LLC, where he has worked since 2024, and previously operated Burnette Financial Planning, LLC for nine years. Burnette maintains his registration with Burnette Financial Planning during the transition of clients to his current firm. Collective Wealth Advisors LLC provides fee-based investment management and financial planning to individuals, charitable organizations, businesses, and qualified retirement plans as an ERISA 3(21) fiduciary. The firm combines third-party account administration with access to multiple sub-advisors and emphasizes client education through free seminars and workshops.

Kimberley Threadgill is a CFP® professional with 10 years of industry experience, currently serving at Meristead Wealth, LLC. Her prior roles include positions at Morgan Stanley and JPMorgan Chase, where she has worked since 2016 and 2019, respectively. Outside of her advisory work, she is a partner in Bull Run LLC, a real estate venture. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, utilizing a combination of top-down macro analysis and fundamental bottom-up research to pursue value-oriented investment strategies. The firm is notable for managing multiple private credit funds and integrating advisory, publishing, and private-fund activities within its operations.

David Gamble is a CFP® professional with 21 years of experience in the financial industry. He has worked at SFMG Wealth Advisors since 2015 and previously spent 12 years at PPG Investments, LLC. SFMG Wealth Advisors is a team-based wealth management firm serving individuals, families, pension plans, trusts, and corporate clients. The firm provides integrated financial planning and discretionary portfolio management with a focus on personalized investment programs guided by an investment policy statement and a centralized Investment Committee.

Muhammad Ammar is a financial advisor at FYRA Capital Management with three years of industry experience. He holds a Series 66 designation and has previously worked at AE Financial Services, LLC and OLV Investment Group. FYRA Capital Management provides investment management, financial planning, retirement plan advisory, and sub-advisory services to individuals, employer-sponsored retirement plans, foundations, trusts, and estates. The firm emphasizes diversified asset allocation and employs multiple analytical approaches alongside independent sub-advisors to implement client portfolios.

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.

Kevin Karrh is a CFP® with 26 years of industry experience, currently serving at Indivisible Partners. His prior work includes roles at 1919 Investment Counsel, Stifel, Bank of America, and Merrill. Outside of his advisory work, he is involved in a family-owned farming business in West Texas. Indivisible Partners is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party investment managers, using a strategic asset allocation framework that supports a range of active, passive, and blended investment approaches tailored to client risk profiles.

Michael Joseph is a CFA® charterholder with nine years of industry experience. He currently serves at Meristead Wealth, LLC and previously worked at Stansberry Asset Management and TD Ameritrade. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs an opportunistic, value-oriented investment approach combining macro analysis with fundamental research, and manages private credit funds designed for accredited investors and certain retirement accounts.

Kevin Lindley is a financial advisor with Beaird Harris in Dallas, TX, holding a Series 65 license and bringing eight years of industry experience. Prior to joining Beaird Harris, he worked at Cain Watters & Associates from 2016 to 2018. In addition to his advisory role, Lindley serves as a staff accountant specializing in tax consulting at Beaird Harris & Co. PC. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered firm with 18 advisors managing approximately $2.27 billion across 800 client relationships. The firm serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, employing a Modern Portfolio Theory-based investment approach that emphasizes diversified, low-cost mutual funds and ETFs, with an expanding use of alternative investments.

Ryan Miller is a financial advisor with Guidestone Advisors in Dallas, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at GuideStone Financial Resources and Fidelity Investments, as well as five years at Deloitte Consulting, LLP. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and other entities, including high-net-worth clients. 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 Managed Accounts.

Kyle Wheeler is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Guidestone Advisors in Dallas, TX. He has been with GuideStone Financial Resources since 2016. 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 model portfolios and discretionary management, incorporating a faith-based investing policy that excludes certain industries.

Keith Barfield is a financial advisor at Signal Securities, Inc. in Dallas, TX, with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Signal Securities since 2014. In addition to his advisory role, Barfield operates a CPA practice providing accounting, tax, and consultation services. Signal Securities, Inc. offers fee-based asset management and financial planning 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, utilizing model portfolios and separately managed accounts primarily on a non-discretionary basis.

Lisa Gesin is a financial advisor with Worth Financial Group Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Worth Financial Group since 2007, with additional experience at Lone Star Pace, Community Development Associates, SWBC Investment Services, and Chase Investment Services. She also operates Gesin Consulting, providing compliance and supervision services for broker-dealer and investment advisory firms. Worth Financial Group provides discretionary portfolio management services to individuals and high-net-worth clients. The firm’s investment approach integrates cyclical security analysis with fundamental and technical methods, using research from in-house and external sources, and customizes portfolios based on client objectives and risk tolerance.

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.

Ajoke Esomo is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Mills Wealth Advisors, LLC since 2023 and previously was with Bailey Anne Consulting and ASO Savings & Loans, PLC. Mills Wealth Advisors serves individuals and high-net-worth clients, focusing on executives, business owners, and their families. The firm offers wealth management services including financial planning, business planning, retirement-plan advisory, portfolio management, and consulting, and is notable for sponsoring private pooled investment vehicles and utilizing evidence-based, tax-aware portfolio strategies.