Trevor Bryant is a CFP® and CFA® with 16 years of industry experience. He has been with Westshore Wealth since 2016, where he works as part of a seven-advisor team based in Dallas, TX. Westshore Wealth provides portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs both traditional and active investment strategies, including derivatives and alternative assets, to tailor portfolios to client-specific goals and risk tolerances.

Isaak Mc Guire is a Series 66-licensed financial advisor at Guidestone Advisors with three years of industry experience. He previously worked at Goldman Sachs and Northwestern Mutual before joining GuideStone Financial Resources. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes model portfolios that incorporate affiliated GuideStone Funds alongside third-party options and applies a faith-based investing policy.

Anant Jain is a CFP® professional with 28 years of industry experience, currently serving at Financial Management Strategies, Inc. and Cetera Wealth Services, LLC. He has been with Financial Management Strategies since 2011 and has maintained a role at Cetera Wealth Services since 2013. Outside of his advisory work, Jain is involved with the Dallas Indian Lions Club as a consultant to the board and serves as a corporate agent for the Jain Society of North Texas, advising its executive committee on history and traditions. Financial Management Strategies, Inc. manages approximately $619.5 million in assets and offers portfolio management, retirement-plan advisory, financial planning, and consulting services. The firm serves individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans, utilizing a range of analysis methods and model portfolios with ongoing monitoring and annual reviews.

Tamlyn Baker is a CFP® with 33 years of industry experience, currently serving at Parkway Wealth Management Group, LLC. She has been with Parkway and its related entities since 2016. Outside of her advisory role, she owns and manages B Rocking Ranch LLC, a timberland property, and is involved with Red Bird Hallow Inc., a support company related to a business publication. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets, serving a diverse client base including individuals, families, business owners, and institutional clients. The firm offers comprehensive financial planning and portfolio management, employing a personalized investment approach with diversified strategies across multiple asset classes.

Gina Aldaz is a financial advisor at Generational Wealth Advisors with eight years of industry experience. She holds a Series 65 credential and previously worked at NetEffect Marketing and Talis Advisors. Generational Wealth Advisors provides discretionary investment management, financial planning, and risk-management advice to individuals, trusts, foundations, pension plans, business entities, and charitable organizations. The firm employs a multi-team advisory model and emphasizes strategic asset allocation and diversification using institutional-share mutual funds, ETFs, and separately managed accounts.

Joel Hackney is a financial advisor at Parkway Wealth Management Group, LLC with 31 years of industry experience. He holds a Series 63 designation and previously worked at Raymond James Financial for 25 years before joining Parkway Wealth Management Group. Outside of his advisory role, he is solely involved with Solely Foster, LLC, a collegiate products business based in Tyler, TX. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and other institutional clients. The firm offers portfolio management, comprehensive financial planning, 401(k) advisory services, and financial consulting using a holistic, personalized investment approach with diversified portfolios and both in-house and third-party management strategies.

Timothy Allin is a financial advisor at GDS Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked at Norman Window Fashions and Shoppa's Material Handling. GDS Wealth Management serves individual and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets across a multi-advisor team, utilizing model portfolios based on Raymond James research to allocate investments across various asset classes.

Chloe Silva is a financial advisor at Corus Family Wealth Advisors, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Corus, she worked at Charles Schwab & Co., Inc. and has held various roles including Autism Support Specialist and swim instructor. Corus Family Wealth Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes diversified, low-cost mutual funds and ETFs guided by modern portfolio theory, while also incorporating tailored allocations that may include private credit, private real estate, and derivatives.

Thomas Eifler Jr. is a financial advisor at WealthTrust Asset Management, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Peak Trust Financial Group Inc., PTF Investment Advisors, Inc., Canyon Creek Capital LLC, and Advisors Excel. In addition to his advisory roles, he is involved in insurance-related business activities through Canyon Creek Capital and other affiliated entities. WealthTrust Asset Management serves individuals, families, trusts, estates, retirement plans, and financial institutions, offering investment management and financial planning. The firm’s investment approach integrates quantitative screening with fundamental analysis through model portfolios, and it also provides services to unaffiliated registered investment advisers via sub-advisory and third-party platforms.

Mark Whidby is a CFA® charterholder with 23 years of industry experience. He has worked at Strata Wealth Advisors, LLC since 2022 and was previously with Lee Financial Company from 2016 to 2022. Based in Dallas, TX, he holds a Series 63 license. Strata Wealth Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, pension and profit-sharing plans, and broker-dealer clients. The firm employs a fiduciary, tailored approach using a range of securities and technology tools to align portfolios with client objectives.

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 an advisor at Lemnis Capital with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Lemnis Capital, he worked at Innovation Partners LLC and Equitable Advisors. Outside of his advisory role, he also works as a delivery driver for Uber Eats and DoorDash on a part-time basis. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and institutional clients. The firm utilizes model portfolios and customized asset allocations, offering both discretionary and non-discretionary management, and features a subscription-based financial planning membership focused on education and decision support.

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.

Terry Bussard is a financial advisor at Nexus One Financial Advisors LLC in Plano, Texas, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Retirement Planners of America for 15 years before joining Nexus One in 2025. Nexus One Financial Advisors LLC is an SEC-registered firm serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm provides discretionary wealth and portfolio management with a focus on customized, predominantly long-term portfolio construction using diversified mutual funds and ETFs, while also incorporating a range of other investments and third-party platforms.

Aubrey Carlisle is a Certified Financial Planner® with 17 years of industry experience. He is currently with Guidestone Advisors and has previously worked at firms including CWM Advisors, Upright Financial, Arthur Stein Financial, and Merrill. Carlisle is based in Dallas, TX. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm applies model portfolios with a faith-based investing policy and integrates closely with affiliated entities such as GuideStone Funds and GuideStone Capital Management.

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 with Lemnis Capital, holding Series 63 and Series 65 licenses and nine years of industry experience. Her prior work includes roles at Equitable Advisors and AXA Advisors, along with experience at Marriott and University of North Texas. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and institutional clients. The firm uses model portfolios and customized asset allocation, offering subscription-based financial planning and retirement plan consulting, with a focus on matching clients to suitable strategies based on their objectives, risk tolerance, and time horizon.