Peter Paddock is a CFA® charterholder and Series 63 registered advisor with 18 years of industry experience. He has been with View Capital RIA, LP since 2011 and also has a longstanding association with VCA Securities, LP since 2007. In addition to his advisory roles, Mr. Paddock serves as a manager and board member of Wildcat Fund, LLC in Dallas. View Capital RIA, LP provides investment advisory and consulting services to individual, high-net-worth, and institutional clients through advisory and consulting programs. The firm constructs portfolios primarily by selecting and monitoring independent asset managers and manages a significant portion of client assets in non-discretionary accounts while also overseeing pooled investment vehicles that offer access to private equity, direct debt, and energy investments.

Megan Manning is a Series 65-licensed advisor at Burford Brothers, Inc. in Dallas, TX, with approximately one year of industry experience. Her work history includes roles at Empyrean, Harrell Investment Partners, and self-employment, alongside her academic background at the University of Texas. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, and retirement plans by providing discretionary asset management, retirement plan consulting, third-party money manager recommendations, and financial consulting. The firm offers tailored investment advice across various securities and operates a multi-family office division for ultra-high-net-worth clients.

Brittyn Brender is a CFP® with six years of industry experience currently serving at Versant Capital Management, Inc. She previously worked at Tolleson Wealth Management and Argent Trust. Versant Capital Management serves high-net-worth individuals, families, institutional, and charitable clients with discretionary and non-discretionary portfolio management, wealth management, and family office services. The firm constructs diversified portfolios tailored to client-specific investment policies and incorporates a range of investment vehicles, including third-party mutual funds and less liquid instruments.

Daniel Carlton is a financial advisor at Vaquero Private Wealth, Ltd. in Dallas, TX, holding a Series 65 credential with 6 years of industry experience. His prior roles include positions at Goldman Sachs & Company and AXA Advisors, LLC. Vaquero Private Wealth provides discretionary and non-discretionary investment management and financial planning for individuals, high-net-worth clients, and various institutional and tax-advantaged accounts. The firm constructs customized portfolios across public and private markets using fundamental, cyclical, and technical research to guide long-term asset allocation and tactical adjustments.

Bryn Talkington is a financial advisor at Requisite Capital Management LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS Asset Management and Fallline Securities prior to joining Requisite Capital Management in 2017. Requisite Capital Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, pooled investment vehicles, and some institutional clients. The firm offers customized portfolios using fundamental and technical analysis with a long-term orientation, employing a range of investable instruments and servicing both discretionary and non-discretionary mandates.

William Mckenna is a financial advisor at Gordian Wealth Advisors, LLC in Richardson, TX, holding Series 65 and Series 63 credentials with one year of industry experience. He previously worked for Blue Hen Capital, LLC for ten years. Outside of advisement, he owns and operates a personal rental property management business. Gordian Wealth Advisors, LLC manages approximately $488.7 million for high-net-worth individuals, trusts, and estates, offering discretionary portfolio management, integrated financial planning, and access to independent managers and private pooled investment vehicles. The firm employs tailored asset-allocation and manager-selection processes overseen by an investment committee and utilizes strategies including covered-call overlays and endowment-style diversified models.

Mousumi Mukherjee is a financial advisor at WealthStar Advisors, LLC with 21 years of industry experience. She holds the Series 66 designation and has been with WealthStar Advisors since 2013. She is also associated with LPL Financial LLC since 2012. Mukherjee is involved with WealthStar Financial, a related business entity based in Plano, TX. WealthStar Advisors is an independent asset management and financial planning firm serving individuals, high-net-worth clients, and small business owners. The firm offers discretionary portfolio management through a firm-sponsored wrap fee program, 401(k) participant advisory services, and standalone financial planning, utilizing a proprietary Equity Substitution Strategy that incorporates options and quantitative tools to manage risk and return.

Abigail Caldwell is a CFP® professional with five years of industry experience, currently serving at Strata Wealth Advisors, LLC since 2020. Prior to joining Strata, she worked at Carter Financial Management from 2018 to 2020 and was employed at Texas A&M University from 2014 to 2018. Strata Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and cash management services to individuals, trusts, estates, and institutional clients. The firm’s investment approach includes tailored portfolios with a range of asset classes and employs technology and third-party platforms to support tax efficiency and client reporting.

Paul Lightfoot is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with Optima Asset Management Inc. since 2008, contributing to the firm’s operations for 18 years. Based in Dallas, TX, he works within a two-advisor team. Optima Asset Management provides fee-only investment advisory and limited financial planning services to individuals, high-net-worth investors, and pension and trust clients. The firm employs a top-down, asset-class approach using modern portfolio theory and proprietary models to construct tax-efficient, low-turnover portfolios managed on a non-discretionary basis.

Anthony Rose is a financial advisor at Orion Wealth Management LLC based in Richardson, TX. He holds a Series 65 designation and has professional experience working at Sodexo, Samuel P. Rose CPA, and Lidl US. Orion Wealth Management LLC provides ongoing portfolio management and advisory services primarily to individual and high-net-worth clients. The firm emphasizes long-term trading and uses a combination of fundamental, quantitative, and technical analysis along with modern portfolio theory, managing accounts through mutual funds, ETFs, equities, fixed income, and insurance products.

Jeffrey Rupp is an investment advisor with View Capital RIA, LP in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at View Capital since 2003 and previously spent 14 years at VCA Securities, LP. Rupp serves as an advisory board member for Velosis Fund II, which focuses on real estate investments. View Capital RIA provides investment advisory and consulting services to individual, high-net-worth, and institutional clients through advisory and consulting programs. The firm constructs portfolios by selecting and monitoring independent asset managers and oversees pooled investment vehicles to offer access to private equity, direct debt, and energy opportunities.

Craig Caudle is a financial advisor at Burford Brothers, Inc. in Dallas, TX, with 33 years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at RBC Capital Markets and several family limited partnerships and charitable organizations, where he has served in management and director capacities. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, and retirement plans, offering discretionary asset management, retirement plan consulting, third-party money manager recommendations, and financial consulting. The firm also operates a multi-family office division providing comprehensive planning and tailored investment advice across a range of securities and strategies.

Kenneth Painter is a CFP® professional with 24 years of industry experience, currently serving at Strata Wealth Advisors, LLC since 2017. His prior experience includes roles at Mutual Securities, Inc. and Lincoln Financial Advisors. Outside of financial advising, he is president of Education Without Borders, a charity focused on educational projects for underprivileged individuals. Strata Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and institutional clients. The firm employs a tailored investment approach that includes equities, fixed income, mutual funds, ETFs, options, and alternative investments, supported by technology platforms and sub-advisors.

Callan Hirschey is a financial advisor at First Dallas Securities Incorporated with one year of industry experience. He holds a Series 66 designation and has worked at Hodges Capital Management and Equitable Advisors, LLC. First Dallas Securities serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and ongoing account monitoring. The firm emphasizes domestic equity securities with a blend of fundamental and technical analysis and operates on a commission-based advisory model.

Richard Adkisson is a financial advisor with Crescent Advisor Group, Inc. in Plano, TX, holding a Series 65 designation and bringing 19 years of industry experience. He has been with Crescent Advisor Group since 2006 and is also a member of Greenbrier Associates LLC, where he provides real estate consulting related to non-publicly owned real estate. Crescent Advisor Group, Inc. serves a diverse client base including individuals, families, high-net-worth clients, and institutional investors, offering financial planning, portfolio management, and pension consulting. The firm employs a combination of technical and fundamental analysis across various investment strategies and integrates affiliated business lines such as brokerage and insurance services.

Porter Ozanne III is a financial advisor with WSA Affiliates, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. He is also president and a majority shareholder of Probity Advisors, Inc., and owns Ozanne & Associates, a life insurance agency established in 1976. Additionally, he is vice president and co-owner of FA Holdings, Inc., a technology services company supporting Probity Advisors. WSA Affiliates, LLC provides advisory referral and financial planning services to individual and high-net-worth clients. The firm focuses on client needs assessment and coordinating referrals to other advisors, offering planning on an hourly basis without managing assets or participating in wrap fee programs.

Justin Jones is a financial advisor with Fidelis Capital who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior roles include positions at Level Four Advisory Services, AE Wealth Management, Valiant Wealth Management, Advantage Commercial Lending, JL Cochran & Co, and Transamerica Financial Advisors. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and non-profit organizations, and other business entities. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide portfolio management and also serves as a sub-adviser to a private fund exempt under the Investment Company Act of 1940.

Kira La Sage is a financial advisor at Lemnis Capital with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Lemnis Capital, she worked at Equitable Advisors and is also employed as a painter at La Sage Contracting Services. Additionally, she has worked as a food delivery driver for Uber Eats. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management utilizing model portfolios and customized asset allocation, along with subscription-based financial planning memberships and retirement plan consulting.

Mark Henderson is a financial advisor at ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Institutional Securities Corporation in 2024, he worked at the University of Oklahoma and Lovejoy High School. ISC Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, and other U.S. and international organizations. The firm manages approximately $1.6 billion in assets and offers both discretionary and non-discretionary portfolio management, financial planning, and pension consulting, with investment decisions overseen by an internal committee and implemented through various advisory options.

Alejandro Sierra is a financial advisor at SWBC Investment Company with 14 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at J.P. Morgan Securities LLC and Money Concepts Capital Corp. SWBC Investment Company provides investment advisory services to individuals, including high-net-worth clients, as well as banking institutions, charities, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, and private fund management, utilizing internal teams and sub-advisers to implement tailored investment strategies.