Charles Rahm is a financial advisor at MIAI, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 34 years of industry experience. He has worked at MIAI, Inc. since 2016 and has been associated with Maplewood Investment Advisors, Inc. since 2002. MIAI, Inc. provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $213 million for around 274 clients through a team of four advisors, utilizing proprietary programs and platforms to deliver discretionary portfolio management and tailored investment solutions.

James Wheeler is a financial advisor at Aegis Wealth Management, Inc. in Dallas, TX, holding a Series 65 credential with two years of industry experience. He has previously worked at Maripau Wealth Management LLC and Five Rings Financial. Outside of financial advising, he is co-owner of Simplify Arms & Ammo LLC, a federally licensed firearms manufacturer. Aegis Wealth Management is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. It serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary portfolio management through multiple sub-advisers while tailoring allocations to client objectives and risk tolerance.

Jackson Parrish is a financial advisor at Lemnis Capital with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Equitable Advisors and Innovation Partners LLC. Outside of his advisory role, he also works as a delivery driver for Uber Eats and DoorDash. Lemnis Capital is an SEC-registered firm managing approximately $97.9 million for around 352 clients, offering portfolio management, financial planning, retirement plan consulting, and direct indexing solutions. The firm serves individuals, retirement plans, trusts, and other entities through both discretionary and non-discretionary management, utilizing various third-party platforms and sub-advisors.

Christopher Thomason is a financial advisor at Wallace Capital Management, Inc. in Dallas, TX, holding a Series 66 designation with 22 years of industry experience. He has worked at Wallace Capital Management since 2004. Thomason is a passive member of a family partnership involved in rural real estate development. Wallace Capital Management provides discretionary investment management to individuals, high-net-worth investors, retirement plans, and charitable institutions. The firm follows a value-oriented investment approach and manages both separate accounts and a private investment fund, serving a diverse client base with over a billion dollars in assets under management.

Jeffrey Helfrich is a CFA® charterholder with 15 years of industry experience. He has been with Penn Davis McFarland Inc. since 2010. Based in Dallas, TX, he is part of a seven-advisor team at the firm. Penn Davis McFarland is an independent, fee-only investment adviser managing separately managed accounts for individuals, trusts, charitable organizations, and retirement plans, typically on a discretionary basis. The firm employs a fundamental, long-term investment approach with relatively concentrated portfolios and serves primarily high-net-worth clients.

Matthew Pence is a financial advisor at Fluent Financial, LLC in Dallas, TX, holding a Series 65 credential with three years of industry experience. He previously worked at Fisher Investments for six years and spent time at Wells Fargo and Off Broadway Shoe Warehouse. Fluent Financial serves individuals, including high-net-worth clients, trusts, pension plans, and business entities, managing approximately $330 million through wrap-fee accounts. The firm employs a variety of investment strategies guided by fundamental, technical, and cyclical analysis and offers pension plan participant education and consulting.

Stephan Celuch is a financial advisor at Crescent Advisor Group, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked for USSSA Inc. for 18 years. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to a diverse client base, including individuals, families, institutions, and non-profits. The firm combines technical and fundamental analysis in its investment approach and offers both discretionary and non-discretionary management, supported by a network of affiliated business lines and professionals.

William Moran is a CFA® charterholder affiliated with Howard Financial Services, Ltd. in Dallas, TX. He has worked at Howard Financial Services since 2022 and has prior experience at Trinsic Real Estate Group and in education at Lafayette College and Jesuit College Preparatory School of Dallas. Howard Financial Services provides investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation and combines fundamental, technical, and quantitative analysis in its investment approach.

Aubrey Carlisle is a CFP® professional with 17 years of experience in the financial advisory industry. She is currently with Guidestone Advisors and has previously worked at several firms including CWM ADVISORS, LLC dba INSPIRE and Upright Financial, LLC. Carlisle holds Series 66 and Series 63 licenses. Guidestone Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm offers multiple programs including discretionary investment management and Guided Planning Services, applying a faith-based investing policy and primarily using affiliated GuideStone Funds and the GuideStone Stable Value Fund.

Karen Rosson is a financial advisor at Lemnis Capital with nine years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Equitable Advisors and AXA Advisors. Lemnis Capital is an SEC-registered advisory firm managing approximately $97.9 million for about 352 clients through a team of nine investment professionals. The firm offers portfolio management, financial planning, retirement plan consulting, and direct indexing solutions for individuals, retirement plans, trusts, and other entities, utilizing both discretionary and non-discretionary management with a focus on client education and multiple platform partnerships.

Dusty Wallace is a CFP® and Series 65-registered financial advisor with 21 years of industry experience. He has worked at Strata Wealth Advisors, LLC since 2021 and previously at True North Advisors LLC and Lee Financial Company. Outside of his advisory role, he is listed as a manager of a holding company, ACI Bears & Beyond Holding, LLC, with no active duties. Strata Wealth Advisors, LLC provides 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 range of investment strategies, including direct indexing and third-party platforms, and serves approximately 263 client relationships with a team of nine advisors.

Austin Tatum is a CFA® charterholder with two years of industry experience, currently serving as an advisor at View Capital RIA, LP since 2015. He is based in Dallas, TX. View Capital RIA offers investment advisory and consulting services to individual, high-net-worth, and institutional clients through advisory and consulting programs. The firm constructs portfolios primarily by selecting and allocating to independent asset managers and manages both discretionary and non-discretionary accounts, with a portion of client assets invested in pooled investment vehicles that provide access to private equity, direct debt, and energy opportunities.

Jeffrey Bowlby is a financial advisor at Dash Investments with 12 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fisher Investments, Bank of America, Merrill, and Cetera. Outside of his advisory role, he is a partner in Starsworn Entertainment LLP, a company focused on creating, publishing, and promoting serial progression fantasy. Dash Investments provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, estates, and trusts, generally targeting accounts with at least $1,000,000 in investable assets. The firm employs a long-term, value-oriented investment approach with integrated financial planning and tax analysis.

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.

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.