Brad Parsons is a financial advisor at Thryve Wealth Management with 17 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. LLC for 13 years, followed by roles at Edge Capital Group, LLC and SCS Capital Management LLC. Thryve Wealth Management offers wealth management, financial planning, discretionary investment management, and retirement plan advisory to individuals, high-net-worth clients, trusts, foundations, corporations, and other entities. The firm employs a Core-and-Satellite investment approach focused mainly on U.S. markets, combining fundamental analysis with passive direct indexing and alternative satellite allocations.

Laura Blair is a financial advisor at Vaquero Private Wealth, Ltd. in Dallas, TX, with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill, Purshe Kaplan Sterling Investments, and Syntal Capital Partners prior to joining Vaquero Private Wealth in 2019. Vaquero Private Wealth offers discretionary and non-discretionary investment management and financial planning for individuals, high-net-worth clients, and various institutional and tax-advantaged accounts. The firm builds customized, diversified portfolios using fundamental, cyclical, and technical research, incorporating a range of investment vehicles including ETFs, mutual funds, private funds, and derivatives.

Wesley Mc Millan is a financial advisor at Murphy & Sylvest with one year of industry experience. He holds a Series 65 designation and has previously worked at Pinnacle Elite and Financial Service Transition. Murphy & Sylvest provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined investment process combining strategic asset allocation with fundamental and quantitative analysis, typically using a long-term, buy-and-hold approach.

Gary Estes is a financial advisor at Perryman Financial Advisory, Inc. with 16 years of industry experience. He holds a Series 63 designation and has been with Perryman Financial Advisory since 2010. In addition to his advisory role, Estes serves as president of GARMARJON, LLC, an oil and gas company. Perryman Financial Advisory, Inc. manages just over $1 billion for approximately 510 clients through a team of eight advisors. The firm offers discretionary portfolio management and comprehensive financial planning for individuals, trusts, estates, charitable organizations, corporations, and retirement plans, using both fundamental and technical analysis to build diversified portfolios.

Karen Burns is a financial advisor with Capital Ideas in Dallas, TX, holding a Series 63 designation and 31 years of industry experience. She has worked at Capital Ideas since 1995 and has held roles at Alliance Financial Group, Rhodes Securities, and Bearing Financial Advisors. Burns is also a minority owner of Alpha Capital Dallas LLC. Capital Ideas provides discretionary portfolio management and advisory services to individuals, trusts, estates, retirement plans, and other entities, offering custom portfolios that include stocks, bonds, options, ETFs, and mutual funds. The firm integrates fundamental and technical analysis with proprietary trading models, provides ongoing due diligence on third-party managers, and delivers model portfolios and subadvisory services to other registered investment advisers.

Donald Hall is a financial advisor at MIAI, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 40 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. He has been with MIAI, Inc. and Maplewood Investment Advisors since 2012. MIAI, Inc. manages approximately $235 million for about 295 clients through a team of five advisors. The firm serves individuals, trusts, estates, corporations, charitable organizations, and retirement plans, providing discretionary investment management, financial planning, and retirement plan consulting using a variety of investment strategies and third-party manager solutions.

Kevin Bonn is a financial advisor at Martinsen Wealth Management with credentials including Series 65 and Series 63 licenses. He has been in the industry since 1999, with prior experience at Sanford Advisors, Inc. and Benchmark Innovative Solutions before joining Martinsen Wealth Management. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to a diverse client base including individuals, retirement plans, trusts, and corporations. The firm manages most client accounts on a discretionary, wrap-fee basis and employs a range of investment strategies, combining firm-managed and third-party models.

Colesen Evans is a financial advisor with Lexington Hill Partners, LLC in Dallas, TX, holding a Series 65 designation and nine years of industry experience. He has worked at Lexington Hill since 2019, following prior roles at Cypress Point Wealth Management and Winstead PC. Lexington Hill Partners advises high-net-worth individuals and families, offering discretionary investment management alongside family office–style consulting services such as budgeting, bookkeeping, and estate planning facilitation. The firm’s investment approach focuses on long-term, diversified portfolios with active due diligence for private investment opportunities.

James Hughes is a CFP® professional with seven years of experience in financial advisory roles, currently serving at Guidestone Advisors since 2026. His prior experience includes positions at CWM, LLC and Shane Hall Financial. He has also been involved with LakeRidge Baptist Church in a financial capacity. Guidestone Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm utilizes model portfolios with a faith-based investing policy and maintains close integration with affiliated entities such as GuideStone Funds and GuideStone Capital Management.

Raymond Brubaker is a financial advisor at View Capital RIA, LP in Dallas, TX, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with View Capital RIA and its affiliated firm, VCA Securities, since 2011. View Capital RIA, LP manages approximately $1.82 billion for a client base that includes individuals, ultra-high-net-worth families, institutions, and pooled investment vehicles. The firm provides advisory and consulting services through two programs, offers access to multiple asset classes, and employs a combination of fundamental and technical analysis, asset allocation modeling, and independent manager selection within both discretionary and non-discretionary account structures.

Stephanie Byrd is a CFP® and holds a Series 65 license with 22 years of industry experience. She has been with Bluffview Ria since 2005. Byrd is based in Dallas, TX. 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 by selecting and monitoring independent asset managers and oversees pooled investment vehicles that offer access to private equity, direct debt, and energy opportunities.

James Perryman is a CFP® professional with 23 years of industry experience. He is affiliated with Perryman Financial Advisory, Inc. and Perryman Securities, Inc., where he has worked since 2001 and 2002, respectively. He serves on the investment committee for the Ronald McDonald House of Dallas, overseeing the endowment’s outside investment manager. Perryman Financial Advisory, Inc. is an SEC-registered investment adviser with a six-advisor team managing approximately $796 million for about 432 clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan services, utilizing a process that combines fundamental and technical analysis with ongoing portfolio management.

Yen Chun Chen (Michael) is a financial advisor at TKC Wealth Management LLC in Dallas, TX, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining TKC Wealth Management, he was associated with Landolt Securities, Inc. He is also registered as a representative at Landolt Securities, where he sells investment products. TKC Wealth Management is an SEC-registered advisory firm that serves individuals, pension and profit-sharing plans, small businesses, and institutional clients. The firm provides discretionary and non-discretionary portfolio management using a blend of fundamental intrinsic-value analysis and tactical asset allocation, offering multiple investment strategies tailored to client risk profiles.

Etai Groff is a financial advisor with Delos Private Client Group, LLC in Dallas, TX, holding a Series 65 credential and three years of industry experience. His prior work includes roles at Delos Wealth Advisors, Waldron Private Wealth, Northwestern Mutual, and Mercedes Advisors LLC. Delos Private Client Group provides discretionary portfolio management, financial planning, pension consulting, and third-party manager selection for individuals, pension plans, and charitable organizations. The firm offers an Institutional Research subscription delivering macroeconomic commentary and asset-allocation recommendations for wealth advisors, hedge funds, pensions, foundations, and family offices.

Carson Wright is a CFP® professional with two years of industry experience, currently serving as an advisor at Cypress Point Wealth Management, LLC in Dallas, TX. He has been with Cypress Point since 2022 and was previously a student for nine years. Cypress Point Wealth Management primarily serves high-net-worth individuals and families, offering financial planning, discretionary portfolio management, and private fund administration. The firm focuses on long-term, low-turnover portfolios with a broad asset allocation strategy that incorporates mutual funds, ETFs, alternative investments, and unaffiliated independent managers, aiming for tax efficiency and diversification.

John Campbell is a financial advisor with Benefit Financial Services Group and holds Series 63 and Series 65 licenses. He has 21 years of industry experience and has been with Benefit Financial Services Group since 2007. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, institutional pension consulting, and tax preparation services, focusing on diversified, outcome-oriented portfolios that may include ESG strategies and cryptocurrency exposure with client consent.

Craig Hodges is a financial advisor with First Dallas Securities Incorporated and Hodges Capital Management Inc., holding Series 63 and Series 65 credentials and over 39 years of industry experience. He has been with First Dallas Securities since 1989 and founded Hodges Capital Management in 1998. Hodges serves on the investment foundation committee for the YMCA of Metropolitan Dallas and is a board member of the North Texas Crime Commission. First Dallas Securities serves individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a discretionary, equity-focused investment approach that integrates fundamental and technical analysis, managing accounts primarily through a commission-based, transaction-oriented model.

Lynn Hebert is a CFP®-designated financial advisor at Perryman Financial Advisory, Inc. in Dallas, TX, with four years of industry experience. Prior to joining Perryman, Hebert worked for eight years at Lufkin Independent School District. Perryman Financial Advisory, Inc. is an SEC-registered investment adviser with a six-advisor team managing approximately $796 million for individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan services, utilizing a combination of fundamental and technical analysis alongside ongoing portfolio monitoring and rebalancing.

Jane Murphy is a financial advisor at Tandem Wealth Advisors in Dallas, TX, holding Series 63 and Series 65 licenses with six years at Tandem and a total of 16 years in the industry. Prior to joining Tandem, she spent ten years at Acceleration Retirement LLC. She is a 50% owner of Acceleration Retirement LLC, where she is involved in lead generation and consulting. Tandem Wealth Advisors is an employee-owned SEC-registered investment adviser that provides discretionary investment management and financial planning to individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm employs a combined top-down and bottom-up research approach to build diversified portfolios emphasizing ETFs, individual equities, and investment-grade fixed income.

Susan Sylvest is a financial advisor at Murphy & Sylvest with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has led Sylvest Advisors, LLC since 2013. Murphy & Sylvest provides portfolio management, financial planning, and project-based consultations to individuals, high-net-worth clients, and charitable organizations. The firm employs a strategic asset allocation approach grounded in modern portfolio theory and uses multiple analytical methods to select investments, reviewing client accounts at least annually.