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.

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.

Daniel Bramschreiber is a financial advisor at Castleview Partners, LLC in Dallas, TX, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Arque Capital Ltd, Quincy Wells Advisors, and DMK Advisor Group. Outside of his advisory role, he is affiliated with DAB Wealth Management, where he is involved in due diligence, product placement, and service review. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans. The firm combines discretionary portfolio management with access to third-party money managers and operates model-based accounts supported by its aiAlpha platform, which also serves other registered investment advisers through a model marketplace and operational support.

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® with 17 years of industry experience, currently serving at Guidestone Advisors. His prior roles include positions at GuideStone Financial Services, Upright Financial, CWM Advisors, and Merrill. He is based in Dallas, TX. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans, utilizing a faith-based investing approach primarily centered on affiliated GuideStone Funds and model portfolios.

Roger Frigstad is a financial advisor at DHL Wealth Management LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Frost & Sullivan for ten years. He also serves as an independent insurance agent at American Senior Benefits, assisting clients with Medicare and insurance-related matters. DHL Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients, emphasizing modern portfolio theory and long-term trading. The firm offers customized Investment Policy Statements, estate-planning referrals, and educational seminars, using a range of investment vehicles and custodial services.

Karen Rosson is a financial advisor at Lemnis Capital in Richardson, TX, with nine years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Equitable Advisors and AXA Advisors, LLC. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors and participants, trusts, and institutional clients. The firm offers discretionary and non-discretionary portfolio management using model portfolios and customized allocations, supported by third-party platforms and strategists.

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 three years of industry experience, currently serving as an advisor at View Capital RIA, LP since 2015. He is part of a nine-advisor team based in Dallas, TX. View Capital RIA, LP manages approximately $1.82 billion for a concentrated client base that includes individuals, ultra-high-net-worth families, institutions, and pooled investment vehicles. The firm offers advisory and consulting services through two programs, financial planning, and access to multiple asset classes, combining fundamental and technical analysis with manager selection and ongoing account reviews.

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 in Dallas, TX, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has worked at First Dallas Securities since 1990 and has been affiliated with Hodges Capital Management Inc. since 1999. First Dallas Securities serves individual investors, including high-net-worth clients, as well as institutional clients such as trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides discretionary portfolio management focused on equity securities, combining fundamental and technical analysis to create tailored portfolios that may include small- to medium-cap and special-situation investments.

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.

Adam Keller is a CFP® with 21 years of industry experience, currently serving as an advisor at Apeiron in Dallas, TX. His work history includes roles at Three Oaks Advisory Group, Aperion RIA, LLC, WFG Investments Inc, and Ameriprise. Outside of his advisory work, he is a member-owner of AKRELLA LLC, a business management entity, and he also works as an independent insurance agent, dedicating about 10% of his time to selling recommended insurance products. Apeiron provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, and institutional clients. The firm employs a discretionary, holistic approach to portfolio management, utilizing multiple analysis methods and a range of investment options while acting as a fiduciary for retirement accounts.

Crystal Billing is a CFP® professional with 19 years of experience in the financial services industry. She has worked at SFMG Wealth Advisors since 2016, following roles at Cfo4 Life, L.P., LPL Financial, and Spectrum Strategies, L.L.C. She holds a Series 66 license. SFMG Wealth Advisors is a team-based firm providing integrated financial planning and discretionary portfolio management to individuals, families, pension plans, trusts, and corporate clients. The firm’s approach includes personalized investment programs guided by an investment policy statement and a centralized Investment Committee, with services that span mutual funds, ETFs, private equity, private credit, and estate and tax coordination.

Victor Berlizov is a financial advisor at Cottonwood Capital Advisors in Irving, TX, holding a Series 65 designation. He has worked in the industry since 2021, with prior experience at BAKC, LLP, CBIZ, Inc., Farrell & Hardeman, LLC, and B&T Advisors, LLC. Cottonwood Capital Advisors provides financial planning, retirement-plan consulting, and discretionary asset management for individuals, pension and profit-sharing plans, charitable organizations, and other entities. The firm employs a mix of asset allocation, fundamental and quantitative analysis, and manages accounts primarily on a discretionary basis using third-party platforms and models grounded in modern portfolio theory.