Gary Ahr is a ChFC® professional with 45 years of experience in the financial services industry. He joined EQ Wealth Advisors in 2023 after spending 25 years with Lincoln Financial Advisors Corporation. In addition to his advisory role, he is also licensed as an agent involved in the sale of fixed life and health insurance and offers life settlements. EQ Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, foundations, and employer-sponsored plans. The firm employs an active, tactical investment approach that includes a mix of ETFs, mutual funds, individual securities, fixed income, and alternative investments, alongside tax-aware strategies and third-party research tools.

Robert Woodard is a financial advisor at First Dallas Securities Incorporated with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at First Dallas Securities since 1990 and Hodges Capital Management Inc. since 1999. First Dallas Securities serves individual, high-net-worth, and institutional clients, including trusts, estates, retirement plans, and banking institutions. The firm manages approximately $335.7 million in discretionary assets, focusing on domestic equity securities through a combination of fundamental and technical analysis.

Vyoma Patel is a financial advisor at Strata Wealth Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Mutual Securities, Inc. and Lincoln Financial Advisors Corporation. Patel is also an independent insurance agent, assisting clients with life, disability, and long-term care insurance matters. 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 employs a tailored investment approach that includes equities, fixed income, mutual funds, ETFs, options, and alternative investments, supported by ongoing monitoring and rebalancing.

Ross Powell is a CFP® professional with five years of industry experience, currently serving as an advisor at Insight Wealth Partners since 2020. Prior to this, he worked for six years at KHA Accountants, PLLC. He is also a Certified Public Accountant and Licensed Insurance Agent, providing tax preparation, accounting services, and insurance product recommendations outside of his advisory role. Insight Wealth Partners is a multi-team advisory firm serving individuals, trusts, retirement plans, and businesses with financial planning, portfolio management, and pension consulting. The firm employs a blend of Modern Portfolio Theory–based asset allocation and tactical strategies, including a Synthetic Equity Portfolio, while also conducting due diligence on third-party managers and providing ongoing portfolio oversight.

Kara Wilson is a financial advisor at Moss, Luse & Womble, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at East Texas Baptist University and Parker School Uniforms, LLC. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses a tactical allocation approach based on fundamental analysis and employs multiple proprietary investment models to align with client risk profiles.

Robert Holland is a financial advisor at Astra Wealth Management Group in Plano, TX, with 49 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Outside of his advisory role, he serves as a director for Tychee Wealth Partners and REH Holland LLC, operating companies related to his advisory work. Astra Wealth Management is an SEC-registered firm managing about $1.3 billion for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using a blend of fundamental, technical, cyclical, and charting analysis to tailor portfolios that include mutual funds, ETFs, stocks, bonds, options, and structured products.

Andreya Weadon is a financial advisor at ISC Advisors, Inc. in Dallas, TX, with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Institutional Securities Corporation since 1997. ISC Advisors, Inc. serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm provides financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services, and offers a proprietary managed-account program alongside sub-advisor collaborations and educational workshops.

Stephen Howard is a financial advisor at Howard Financial Services, Ltd. in Dallas, TX, holding a Series 65 designation with 14 years of industry experience. He has been with Howard Financial Services since 2011. Howard Financial Services, Ltd. is a fee-only wealth management firm serving high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm offers investment management, financial planning, tax and legacy planning, and business succession and M&A consulting, typically managing client portfolios on a discretionary basis with strategic asset allocation across multiple asset classes.

Emily Schulman is a CFP® professional with six years of industry experience, currently serving at Guidestone Advisors. Her prior roles include positions with Equitable Advisors, LLC, AXA Advisors, and GuideStone Financial Resources. She also has experience with Dallas Baptist University and involvement with Girlstart. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and high-net-worth clients. The firm uses a faith-based investing policy and primarily implements client strategies through model portfolios and discretionary management.

Adam Keller is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Apeiron since 2017. Prior to Apeiron, he worked at WFG Investments Inc for seven years. Outside of his advisory role, he is a member-owner of AKRELLA LLC, a business management entity. Apeiron RIA manages approximately $730 million for a diverse client base including individuals, trusts, retirement plans, and institutions. The firm employs a holistic, customized investment process that incorporates multiple analytical methods and offers discretionary portfolio management, financial planning, retirement consulting, and insurance product recommendations.

Crystal Billing is a CFP® and holds a Series 66 designation with 18 years of industry experience. She has been with SFMG Wealth Advisors in Plano, TX, since 2016. SFMG Wealth Advisors is a Dallas-area wealth management firm with an 18-advisor team managing approximately $2.96 billion in client assets. The firm serves individuals, high-net-worth families, retirement plans, trusts, and corporate clients through a planning-first process that integrates financial planning and portfolio management.

James Rose is a financial advisor with Steadtrust LLC, holding a Series 66 license and 20 years of industry experience. Prior to joining Steadtrust in 2025, he worked at B. Riley Wealth Advisors, Inc., National Asset Management, and United Advisors Services, LLC. Outside of his advisory role, he co-administers family investments and is involved in managing a tree farm as a partner. Steadtrust LLC is a team advisory firm managing approximately $438.9 million with nine advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, and pension consulting, using a range of investment strategies including long- and short-term trading and alternative vehicles, typically managing accounts on a discretionary basis.

Albi Kacani is a CFP® and holds a Series 65 license with 13 years of industry experience. He has been with Howard Financial Services, Ltd. since 2013. Howard Financial Services provides personalized investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm focuses on strategic asset allocation and employs fundamental, technical, and quantitative analysis in security selection and portfolio construction.

Shannon Pope is a CFP® professional with five years of industry experience. She has been with SFMG Wealth Advisors since 2018, following prior roles at RGT Wealth Advisors and PFG Advisors. SFMG Wealth Advisors provides personalized wealth management services to individuals, high-net-worth families, pension, and trust clients, integrating financial planning and investment management. The firm follows a planning-first approach, utilizing a centralized Investment Committee and advanced modeling tools to support retirement and investment decisions.

Tai Chu is a CFP® certificant with 20 years of industry experience. He has worked at Fidelity and its affiliated entities from 2004 to 2023 before joining Beaird Harris in 2023. Beaird Harris Wealth Management, LLC is a fee-only registered advisory firm with 18 advisors managing approximately $2.27 billion for around 800 client relationships. The firm serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans using a Modern Portfolio Theory–based approach with diversified, low-cost mutual funds and ETFs alongside alternative investments.

Ephimia Coumanakos is a financial advisor at Steadtrust with 20 years of industry experience. She holds a Series 66 designation and has worked previously at B. Riley Wealth Management, National Securities Corp, and WFG Advisors. Outside of her advisory role, she is involved in tax accounting preparation for small businesses. Steadtrust LLC is a team advisory firm managing approximately $439 million with nine advisors. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and pension/401(k) consulting with a discretionary investment approach that includes a range of strategies and alternative vehicles.

Rachel Niemuth is a financial advisor at Requisite Capital Management LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services Inc and Halcyon Wealth Advisors. Niemuth has been with Requisite Capital Management since 2019 as part of a seven-advisor team. Requisite Capital Management offers wealth management, investment management, financial planning, and private fund advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and some institutional clients. The firm employs fundamental and technical analysis to build customized portfolios with a generally long-term approach, while also accommodating shorter-term trading when appropriate.

George Townsend is a CFP® professional with 12 years of experience in financial planning and wealth advisory. He has been with Consilium Wealth Advisory, LLC since 2015 and previously operated as a sole proprietor. Townsend is also licensed as an insurance agent. Consilium Wealth Advisory serves individuals, high-net-worth clients, and corporate entities with fee-based investment management, comprehensive financial planning, and consulting services, employing both quantitative and qualitative analysis to build and monitor portfolios.

Zain Griffith is a financial advisor at Dash Investments with 16 years of industry experience and holds a Series 65 designation. He has been involved with Dash Acquisitions LLC since 2009. Dash Investments serves individuals, high-net-worth clients, estates, and trusts, typically managing accounts with at least $1 million in investable assets. The firm employs a long-term, value-oriented investment approach focused on a limited number of industries and integrates financial planning and tax analysis into its advisory services.

Robert Moses is a financial advisor with Beacon Financial Group in Dallas, TX, holding the ChFC® designation and Series 63 license. He has 57 years of industry experience and has worked with Kestra Advisory, Beacon Financial Group, Kestra Investment Services, and Execu/Comp., Inc. Outside of his advisory roles, he is the owner of TPG Financial, Inc. Beacon Financial Group provides wealth management, financial planning, retirement, and trust/estate consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business organizations. The firm offers discretionary portfolio management using a combination of fundamental, technical, and cyclical analysis, and manages approximately $1.3 billion in assets.