Connor Lane is a financial advisor at Bland Garvey Wealth Advisors, LLC in Richardson, TX, holding a Series 65 designation with three years of industry experience. He previously worked at American National Bank & Trust and has been affiliated with the University of North Texas since 2017. Bland Garvey Wealth Advisors provides investment management, retirement-plan advisory, and financial consulting services to individuals, charitable organizations, corporations, qualified retirement plans, trusts, and small businesses. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, primarily utilizing passively managed asset-class mutual funds and model portfolios.

Ryan Maynard is a CFP® and CFA® with 23 years of industry experience. He is currently with Vaquero Private Wealth, Ltd., where he has worked since 2021. Prior to that, he held roles at Bank of America and Merrill Lynch. Outside of his advisory work, Mr. Maynard provides occasional financial advice to several small businesses, including an advertising company and a television production firm. Vaquero Private Wealth is an independent advisory firm serving individuals, corporations, trusts, estates, donor-advised funds, retirement plans, and insurance company clients. The firm offers discretionary investment management and personalized financial planning, constructing customized, tax-aware portfolios that integrate public and private investments guided by fundamental, cyclical, and technical research.

Stephen Norris is a financial advisor at McGowan Group Asset Management, Inc. based in Dallas, TX, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Apex Clearing Corporation since 2012. McGowan Group Asset Management, Inc. is an eight-advisor team managing approximately $997 million in client assets, providing fee-based asset management and advisory services to individuals, high-net-worth investors, trusts, retirement plans, and business entities. The firm employs a model-driven, multi-asset class investment approach with discretionary portfolio management and a formal wrap-fee program.

Michael Gladwin is a financial advisor with Guidestone Advisors in Dallas, TX, holding the CFP®, ChFC®, and Series 66 designations. He has 17 years of industry experience, including prior roles at USAA Financial Advisors and Charles Schwab. Outside of his advisory work, he operates a private airport transportation service and has worked as a contractor for Uber and Lyft. 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 with a faith-based investing approach that excludes certain industries and uses certified GPS retirement planning tools.

Joseph Dunn is a CFP® professional with 13 years of industry experience. He has been with Beaird Harris Wealth Management, Inc. since 2007. 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 uses Modern Portfolio Theory to implement diversified portfolios primarily through low-cost mutual funds and ETFs, with an expanded focus on alternative investments and tax-managed strategies.

Kelly Hohertz is a CFA® charterholder with six years of industry experience, currently serving as an advisor at View Capital RIA, LP since 2020. Prior to joining View Capital RIA, he worked at Cantor Fitzgerald & Co. for one year and at View Capital Advisors for three years. Kelly is based in Dallas, TX and holds a Series 63 license. View Capital RIA, LP manages approximately $1.82 billion for a concentrated client base including individuals, ultra-high-net-worth families, and institutions. The firm offers advisory and consulting services through tailored programs, employing a combination of fundamental and technical analysis, asset allocation modeling, and manager due diligence, and provides both discretionary and non-discretionary account services.

Peter Roe is a financial advisor with RTW Financial Advisors Inc in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with RTW Financial Advisors since 1991 and is also affiliated with Momentum Independent Network Inc since 1998. Outside of advisory work, he participates in securities industry focus groups for market research purposes. RTW Financial Advisors manages approximately $508 million for around 157 clients, providing customized portfolio management, financial planning, and family office services. The firm employs a long-term investment approach combining fundamental analysis and asset allocation, tailoring portfolios to client-specific objectives and risk tolerance.

Dewayne Nelson Jr. is a financial advisor with Collective Wealth Advisors LLC in Coppell, TX, holding Series 63 and 66 designations and bringing 32 years of industry experience. He previously worked at GENEOS Wealth Management Inc. and has operated as a sole proprietor. Outside of finance, Mr. Nelson serves as an interim pastor for St. Peter Lutheran Church, contributing to worship and religious education. Collective Wealth Advisors LLC provides fee-based investment management and financial planning to individuals, charitable organizations, businesses, and qualified retirement plans. The firm employs a client-centered approach, utilizing third-party account administration and multiple sub-advisors to manage diversified portfolios, and is notable for offering educational seminars alongside its fiduciary services.

Douglas Wood II is a CFP® professional with two years of industry experience. He is currently associated with Ascentis Asset Management, LLC and has prior work history that includes roles at ORG Partners Asset Management and Greg Homesley CPA PC. His background also includes four years at Texas Tech University. Ascentis Asset Management provides sub-advisory portfolio modeling, model portfolio construction, and signaling services to other investment advisers and Unified Managed Account (UMA) program sponsors. The firm focuses on developing model portfolios and offering implementation guidance without directly managing client assets, using a blend of charting, fundamental, quantitative, and technical analysis.

Erick Kuebler is a financial advisor at Sanders Morris LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sanders Morris Harris LLC since 2016, alongside roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC dating back to 2008 and 2010 respectively. Sanders Morris LLC provides investment advisory and brokerage services to a diverse client base including individuals, high net worth families, retirement plans, trusts, estates, and corporations. The firm primarily manages portfolios on a discretionary basis through wrap-fee programs and offers financial planning, retirement plan consulting, brokerage, and insurance-related services.

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.

Natalie Floyd is a financial advisor at Worth Asset Management in Dallas, TX, holding a Series 65 license with three years of industry experience. She has been with Worth Asset Management since 2023 and also teaches first grade students at Trinity Christian Academy. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans, offering additional financial planning and insurance-related advice. The firm uses a diverse mix of security analysis methods, employs outside managers and sub-advisors, and conducts quarterly account reviews tailored to client objectives.

Shelby Henderson is a CFP® professional with three years of industry experience, currently serving at Howard Financial Services, Ltd. in Dallas, TX. Prior to joining Howard Financial Services, he worked at Texas Tech University and the Lamar School District RE-2. Howard Financial Services, Ltd. is a fee-only wealth management firm that serves high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm offers personalized investment management and financial planning through its Wealth Management and Capital Partners divisions, employing strategic asset allocation and discretionary portfolio management across various asset classes.

David Richards is a financial advisor at Generational Wealth Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Talis Advisory Services since 2015. Outside of advising, Richards owns an aircraft consulting business and serves as a captain for American Airlines. Generational Wealth Advisors provides discretionary investment management and financial planning to a diverse client base, using a multi-team model and a long-term, strategic investment approach grounded in Modern Portfolio Theory.

William Saplicki is a financial advisor with Hibernia Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial, First Allied Advisory Services, and LS Wealth Strategies. Hibernia Wealth Partners, LLC is an SEC-registered investment adviser managing approximately $372.5 million in client assets, serving individuals, trusts, retirement plans, and institutional investors. The firm offers customized portfolio management, financial planning, ERISA plan services, and third-party manager oversight, employing a range of investment strategies tailored to client objectives.

Lee Bradshaw is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at Hodges Capital Management and First Dallas Securities Incorporated since 2017. Bradshaw has also held a position at Texas State University. First Dallas Securities serves individual and high-net-worth clients as well as institutional clients, including trusts, estates, retirement plans, and banking institutions. The firm focuses on discretionary portfolio management with an investment approach centered on domestic equity securities, combining fundamental and technical analysis for allocation and security-selection decisions.

John Gordon is a financial advisor at Vaquero Private Wealth, Ltd. in Dallas, TX, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 23 years before joining Vaquero in 2019. Mr. Gordon is also a licensed insurance agent, holding the license for advisory purposes only. Vaquero Private Wealth is an independent advisory firm serving individuals, corporations, trusts, estates, donor-advised funds, retirement plans, and insurance company clients. The firm offers discretionary investment management and personalized financial planning, constructing customized, tax-aware portfolios that blend public and private investments across multiple asset classes.

William Cirksena is a financial advisor at MDRN Capital with four years of industry experience. He holds a Series 66 designation and previously worked at Cetera Advisor Networks and Enterprise Fleet Management. In addition to his advisory role, he is involved in insurance sales, dedicating approximately 10% of his time to this activity. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model and constructs portfolios using unaffiliated independent managers alongside low-cost mutual funds and ETFs, combining fundamental and technical analysis with ongoing manager oversight.

Mitchell Kramer is a CFP® with 30 years of experience in the financial industry, currently serving at Fluent Financial, LLC in Dallas, TX. He has worked at Fluent Financial since 2005 and previously spent over a decade with LPL Financial. Outside of his advisory work, he is a driving instructor and coach for both a national auto racing association and the Porsche Club of America, and he serves on the advisory council for the Texas Tech Rawls School of Business. Fluent Financial is a registered investment adviser managing approximately $330 million on a discretionary basis for individuals, trusts, pension plans, and business entities. The firm offers asset management primarily through wrap-fee accounts, employing a range of strategies including fundamental, technical, and cyclical analysis, along with pension consulting and participant education services.

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.