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.

Kenneth Hast is a financial advisor at Crescent Advisor Group, Inc. with 12 years of industry experience. He holds the Series 66 credential and has previously worked at Realta Equities, Inc., Crescent Securities, and Titan Securities. Hast is also involved as a partner in Hast Financial Group, an investment advisory firm serving insurance company clients. Crescent Advisor Group, Inc. provides financial planning and portfolio management to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and non-profits. The firm uses a combination of technical and fundamental analysis and offers a range of investment strategies, along with due diligence and monitoring of third-party advisers.

Shelby Chesnut is a CFP® professional with four years of experience, currently serving at Howard Financial Services, Ltd. in Dallas, TX. Shelby’s prior work includes roles at Texas Tech University and the Lamar School District RE-2. 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’s investment approach emphasizes strategic asset allocation across equities, fixed income, and alternative investments, utilizing fundamental, technical, and quantitative analysis in portfolio construction.

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.

Lucius Mc Gehee III is a financial advisor with Argent Advisors, Inc. in Dallas, TX. He holds the Series 65 designation and has been with Argent Advisors since 2025. Prior to that, he worked at Argent Financial Group and Argent Trust Company starting in 2020 and has experience at Kanakuk Kamps. Argent Advisors, Inc. manages approximately $1.7 billion on a discretionary basis for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan services, and municipal advisory consulting, employing a range of investment strategies including active and passive models, derivatives, and structured products.

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.

Johanna Moya is a Series 65-licensed financial advisor with two years of industry experience. She is currently with EVOAdvisors and previously worked at BlueSky Wealth Advisors, LLC. EVOAdvisors serves individuals, business owners, trusts, employer retirement plans, and charitable organizations with ongoing financial planning and portfolio management. The firm offers fee-only, fiduciary advisory services focused on evidence-based investment strategies, strategic asset allocation, and broad diversification using no-load mutual funds and ETFs.

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.

Amanda Sasko is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Strata Wealth Advisors, LLC. She has two years of industry experience, with prior roles at Exencial Wealth Advisors, True North Advisors, and Hedgefield Wealth. Strata Wealth Advisors is a team-based firm managing over $927 million in assets, offering investment management, financial planning, and retirement consulting services to individuals, trusts, estates, and institutional clients. The firm employs a tailored investment approach that includes diverse asset classes and utilizes technology platforms for client reporting and account management.

Carlos Esteve is a CFA® charterholder with four years of industry experience, currently affiliated with First Dallas Securities Incorporated. His prior roles include positions at Hodges Capital Management Inc. and The Vanguard Group, Inc. He has also worked in financial and legal settings, including Burton, McCumber & Longoria, LLP, and has experience in academic institutions. First Dallas Securities serves individual, high-net-worth, and institutional clients with discretionary portfolio management, emphasizing domestic equity securities through a combination of fundamental and technical analysis. The firm manages approximately $335.7 million in discretionary assets and provides advisory services on a commission-based model.

Robert Blair is a CFP® professional with 15 years of industry experience. He is currently with Peak American Investment Advisors, Inc. and has previously worked at Madison Avenue Securities, Kalos Capital, Spectrum Advisors, and Dallas Financial Advisors. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary wealth management and comprehensive financial planning, including retirement tax strategy, insurance coordination, and estate planning. The firm combines technical and fundamental analysis in its investment approach and integrates tax and insurance considerations into income and retirement planning.

Adyson Irvin is a financial advisor at Strata Wealth Advisors, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Strata, Irvin was associated with Captrust and McPherson Cellars, as well as holding roles in educational institutions including Texas Tech University and the University of Oklahoma. Strata Wealth Advisors provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including high-net-worth individuals, trusts, estates, and pension plans. The firm employs a fiduciary, tailored approach using a range of securities and integrates technology and AI tools in portfolio management and client reporting.

Tonyia Cleaver is a financial advisor at The Wealth Boutique in Dallas, TX, holding a Series 66 designation with six years of industry experience. She previously worked at Edward Jones for five years and spent 14 years with KXAS-TV - NBC Universal. In addition to her advisory role, she is a licensed insurance agent focusing on life, annuity, and health products. The Wealth Boutique is a team of seven advisors managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm offers holistic financial planning and discretionary portfolio management with a financial-planning-led, goals-based approach that incorporates both fundamental and technical analysis.

Hope Robinson is a CFP® professional at Penn Davis McFarland Inc. in Dallas, TX, with four years of industry experience. She previously worked at RGT Wealth Advisors for seven years and at Ey for two years. Penn Davis McFarland serves high-net-worth individuals, trusts, charitable organizations, and retirement plans, offering financial planning and family office services. The firm’s investment approach emphasizes fundamental, long-term strategies across equities, bonds, and cash equivalents, complemented by selective use of alternative instruments and concentrated portfolios.

Lane Moore is a financial advisor with Sanders Morris LLC in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Sanders Morris Harris since 2016 and previously held roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA. Sanders Morris LLC offers 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 discretionary accounts through wrap-fee programs, utilizing third-party portfolio managers and model portfolios to provide diversified investment allocations tailored to client objectives and risk tolerance.

William Moore is a CFP® professional at Versant Capital Management, Inc. in Dallas, TX, with one year of industry experience. Prior to joining Versant, he held positions at Tolleson Wealth Management, Simmons Bank, and several other firms. Versant Capital Management serves high-net-worth individuals, families, institutional, and charitable clients, providing discretionary and non-discretionary portfolio management, comprehensive wealth management, and family office services. The firm builds diversified portfolios tailored to client-specific investment policies and incorporates a range of investment vehicles, including third-party mutual funds and alternative investments.