Stephen Blum is a CFP® and ChFC® with 22 years of experience in financial advising. He is the sole advisor at Strategic Wealth Planning and has held roles at Realta Equities, Inc. since 2018 and Purshe Kaplan Sterling Investments from 2009 to 2018. Blum is also involved with Levine Academy in Dallas, TX. Strategic Wealth Planning, operating as Blum Financial L.P., provides investment advisory and financial planning services to individuals, families, businesses, and plan sponsors. The firm offers both discretionary and non-discretionary portfolio management, pension consulting, and financial planning, with additional services including bookkeeping, tax preparation, and insurance through affiliated businesses.

Jeffrey Parkhurst is a financial advisor with Halcyon Global Advisors in Dallas, TX, holding Series 63 and Series 66 licenses and with 34 years of industry experience. He has worked at Halcyon Global Advisors since 2014 and previously spent 17 years at LPL Financial, LLC. Halcyon Global Advisors provides discretionary asset management and project-based financial planning to individuals, high-net-worth clients, corporations, and other entities. The firm employs a combination of fundamental and quantitative analysis with modern portfolio theory, managing accounts primarily on a discretionary basis and offering wrap-fee programs that consolidate management and transaction costs.

Jesse Huebner is a financial advisor at Fortune Wealth Management, LLC in Dallas, TX, holding a Series 65 credential with three years of industry experience. His prior roles include positions at Leon Capital Group, RREAF Holdings, and Legacy Star Capital Partners. Fortune Wealth Management provides discretionary investment management and financial planning services to individual and institutional clients, including pension plans, ERISA accounts, trusts, and business entities. The firm employs an asset-allocation based approach supported by multiple securities analysis methods and manages approximately $396 million in assets under management.

Sameer Chand is the Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity Investments since 2005, progressing through various positions including Vice President Financial Consultant, Financial Planning Consultant, Investment Consultant, and Retirement Investment Services. His extensive experience within the company highlights his long-term commitment to financial consulting. Throughout his career, Sameer has focused on working closely with clients to develop financial plans tailored to their individual goals and situations. He holds a California Insurance License, supporting his ability to provide comprehensive financial advice. Outside of his professional work, Sameer enjoys fitness, hiking, and tennis.

Paul Henley is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He has worked at Farris Capital Management Inc. since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to his advisory work, Henley is also licensed as an insurance agent. Farris Capital Management provides financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, and certain business entities. The firm manages approximately $177.5 million across about 395 clients, employing a combination of advisor-managed accounts and automated platforms, and utilizes a stock-selection process focused on companies with stable fundamentals along with options strategies and portfolio rebalancing.

Robert Prather Jr. is a CFA® charterholder with 15 years of industry experience. He has been with Vision Research, LLC since 2012, where he serves as an advisor. Vision Research, LLC provides qualitative research and analytical services on U.S. equities to investment managers, primarily hedge funds and investment limited partnerships. The firm combines fundamental and technical analysis with proprietary tools to deliver speculative trading ideas for professional money managers.

Owen Hill is a financial advisor at The Lynd Group Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Texas Roadhouse before entering the financial industry. He is also an insurance agent affiliated with The Lynd Group, providing insurance services alongside his advisory role. The Lynd Group Advisors, LLC offers fee-based advisory services primarily focused on non-discretionary management of fixed indexed annuity contracts, financial planning, and referrals to third-party money managers. The firm combines annuity contract coordination with insurance carriers and uses fundamental, technical, and cyclical analysis, while also operating educational seminars and providing clients with a secure online portal.

Joshua Orton is a financial advisor at LGT Financial Advisors LLC in Dallas, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including TD Ameritrade and National Estate Services LLP. LGT Financial Advisors serves individual and high-net-worth clients, as well as pension and charitable accounts, offering portfolio management, financial planning, and consulting. The firm employs a variety of investment strategies across multiple asset classes and provides clients access to private investment funds and separately managed account programs.

Gary Wood is a financial advisor at Concorde Investment Management with 33 years of industry experience. He has been with Concorde since 1981. Concorde Investment Management provides investment advisory and financial planning services primarily to individual clients, trusts, estates, corporations, limited partnerships, and other private entities. The firm employs a value-and-income investment approach with a focus on fundamental analysis, managing separately managed accounts and advising an in-house mutual fund, while also offering consulting services related to private pooled investment vehicles.

Daniel Rascoe is a financial advisor at Ensemble Financial, Inc. based in Dallas, TX, holding Series 63, Series 65, and Series 66 licenses with 23 years of industry experience. His prior roles include positions at Titleist Asset Management, Sunrise Financial Services, Madison Avenue Securities, and TD Ameritrade. Ensemble Financial serves individuals, pension and profit-sharing plans, and corporate clients by providing portfolio management, financial planning, and referrals to third-party money managers. The firm tailors client relationships through Investment Policy Statements and employs both fundamental and technical analysis in its investment strategies. The firm also engages in intermediary activities and maintains fee-sharing and referral arrangements with third-party managers and lenders.

Timothy Purser is a financial advisor at Shade Tree Partners LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Shade Tree Partners since 2015 and is also involved with Provident Advisors LLC, where he has worked since 2002. Outside of his advisory roles, Purser serves as president of the Arbor Lakes Homeowners Association, a volunteer position he has held since 2005. Shade Tree Partners serves individual investors, trusts, estates, non-profit organizations, corporations, and retirement plans by providing portfolio management, investment policy development, and financial planning. The firm manages approximately $80 million for around 60 clients, employing a mix of fundamental and technical analysis with a focus on broad market exposures such as index funds and ETFs.

Robert Brauer is a CFP® with 11 years of industry experience, currently serving at Snider Advisors in Irving, TX. He has been with Chronim Investments, now part of Snider Advisors, since 2014. Snider Advisors provides investment advisory and consulting services to individual and corporate clients, employing a rules-based, income-oriented strategy known as the Snider Investment Method. The firm manages approximately $216 million in assets across discretionary and non-discretionary accounts, and offers technology-enabled tools alongside portfolio management and educational workshops.

Leigh Goldblatt is a financial advisor with GFN Capital Management in Richardson, TX, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has worked with Kovack Securities, Inc. since 2007 and has been associated with Glazer Financial Network since 2002. Outside of investment advisory, Goldblatt is involved in multiple business activities including pension administration, fixed insurance sales, and marketing services targeted at doctors. GFN Capital Management provides investment advisory and management services to individuals, trusts, corporations, retirement plans, and other entities. The firm employs a combination of fundamental, technical, cyclical, and charting analyses, offering both discretionary and non-discretionary portfolio management alongside access to model portfolios and third-party managers.

Mark Shelton is a financial advisor with Alexander D Cohen Investments, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at Alexander D Cohen Investments since 2021 and has prior experience with LifePro Asset Management, as well as running his own businesses, Mark Anthony Shelton and ECA Marketing. Alexander D Cohen Investments, LLC provides portfolio management and adviser selection services to individual and high-net-worth clients, focusing on mutual funds, fixed income, equities, and the Matson Money family of funds. The firm operates primarily on a non-discretionary basis, emphasizes asset allocation and long-term investment strategies, and prepares Investment Policy Statements for each client.

Ansley Bridges is a financial advisor at Lexington Hill Partners, LLC in Dallas, TX, holding a Series 65 designation and has four years of industry experience. Prior to joining Lexington Hill Partners in 2023, Bridges worked at The Welch Group, LLC and PriceWaterhouseCoopers. Lexington Hill Partners advises individuals and high-net-worth families, including trusts and corporate entities, providing discretionary investment management alongside limited consulting services such as personal budgeting, trustee duties, philanthropy coordination, and estate planning facilitation. The firm focuses on long-term, low-turnover portfolios with a diversified asset allocation and offers formal family office–style consulting and due diligence on private equity and alternative investments.

Donald Harris is a financial advisor at Beaird Harris with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Beaird Harris Wealth Management, Inc. since 1996, as well as Beaird Harris & Co P.C. since 1989. Outside of his advisory role, he serves as a managing officer and trustee for several trusts and management companies. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs Modern Portfolio Theory with diversified asset-class exposure primarily through low-cost mutual funds and ETFs, and it offers alternative investments and tax-managed strategies.

John Rubottom Jr. is a CFP® with 23 years of industry experience, currently with Cottonwood Capital Advisors in Irving, TX. He previously worked at Commonwealth Financial Network for seven years before joining Cottonwood Capital. Cottonwood Capital Advisors provides financial planning, retirement-plan consulting, and discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, corporations, other advisers, and private funds. The firm combines advisor-led portfolio construction with model portfolios and asset allocation, and serves as a fund sponsor and private-fund adviser managing pooled vehicles and special purpose vehicles for qualified clients.

Scott Wallace is a Series 65 licensed financial advisor with 23 years of industry experience. He is based in Dallas, TX, and is also an attorney with a legal practice that occupies less than 10% of his time, which he plans to discontinue as his advisory business grows. Wallace is part of Wallace Capital Management, Inc., a six-advisor team. Wallace Capital Management serves a diverse client base, including high-net-worth individuals, retirement plans, charitable institutions, and private investment funds. The firm focuses on discretionary portfolio management and private fund advisory, employing an investment strategy that targets valuation discrepancies within a macroeconomic and industry framework.

Kasem Abdullah is a financial advisor with Beacon Financial Group in Dallas, TX, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Fisher Investments and Edward Jones. Beacon Financial Group provides wealth management, financial planning, retirement, and trust and estate consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business organizations. The firm manages approximately $1.3 billion in discretionary assets using customized portfolios based on fundamental, technical, and cyclical analysis.

Ryan Mcdonald is a financial advisor with Vann Equity Management LLC in Plano, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at several firms including B. B. Graham & Co. Inc., Per Stirling Capital Management, and TRS Advisors. Mcdonald serves as a director on the board of the Russ Martin Show Listeners Foundation, a charitable organization. Vann Equity Management LLC is a mid-sized SEC-registered investment adviser with a team of six advisors managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a blend of model-based and customized investment strategies across various asset classes and uses sub-advisory relationships for specialized real estate investments while maintaining primary advisory oversight.