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.

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.

Dan Klein is a financial advisor with First Western Securities, Inc. in Hurst, TX, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with First Western Securities since 1995. First Western Securities, Inc. provides fee-based investment advisory services primarily to individual clients, including high net worth individuals, managing approximately $48.6 million in client assets. The firm employs a tactical asset allocation approach using a variety of investment instruments and custom-manages accounts to clients’ objectives and risk tolerances.

Kiran Patel is a financial advisor with Westpark Wealth Advisors, Inc. in Arlington, TX, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Cetera Advisors LLC, and Chase Investment Services Corp. Outside of his advisory work, Patel is involved in Medicare health insurance sales. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and works closely with clients to define objectives and risk tolerance, often managing assets on a non-discretionary basis requiring client approval for trades.

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.

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.

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.

Landon Mc Bride is a financial advisor with Openair Financial, LLC in Southlake, TX, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. His prior roles include positions at AssetBuilder, Inc., Hedgeserv, Cobra Trading, Inc., TD AMERITRADE, Refinitiv US LLC, and Redi Global Technologies LLC. Openair Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment approach is based on fundamental analysis and includes a range of strategies with ongoing portfolio reviews for suitability, rebalancing, and tax-loss harvesting.

Tai Chu is a CFP® certificant with 20 years of industry experience. He has worked at Fidelity and its affiliated entities from 2004 to 2023 before joining Beaird Harris in 2023. Beaird Harris Wealth Management, LLC is a fee-only registered advisory firm with 18 advisors managing approximately $2.27 billion for around 800 client relationships. The firm serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans using a Modern Portfolio Theory–based approach with diversified, low-cost mutual funds and ETFs alongside alternative investments.

Annie Adkison is a financial advisor at GDS Wealth Management with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at USAA Investment Management Company and Raymond James Financial Services. GDS Wealth Management provides financial planning, consulting, and investment management services primarily to individual and high-net-worth clients. The firm manages approximately $1.8 billion in assets across 22 advisors, focusing on asset allocation using model portfolios developed with research from Raymond James.

Jim Wagner is a financial advisor at Signal Securities, Inc. in Dallas, TX, with 23 years of industry experience. He holds the Series 66 designation and has been with Signal Securities since 2013. Wagner is the founder of Navicors Wealth Management, a financial planning business. Signal Securities provides fee-based asset management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach focuses on risk management through diversification and a consultative process, offering model-based portfolios and separately managed accounts primarily on a non-discretionary basis.

Rachel Niemuth is a financial advisor at Requisite Capital Management LLC in Dallas, TX, with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services Inc and Halcyon Wealth Advisors. She joined Requisite Capital Management in 2019, where she is part of a six-advisor team. Requisite Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs a combination of fundamental and technical analysis with a flexible investment approach and manages a substantial portion of assets on a non-discretionary basis.

Robert Moses is a financial advisor at Beacon Financial Group in Dallas, TX, holding the ChFC® designation with 57 years of industry experience. He has been with Beacon Financial Group since 2006 and has prior experience at Kestra Advisory and Execu/Comp., Inc. Moses is also the owner of TPG Financial, Inc., a business unrelated to investment advisory services. Beacon Financial Group provides wealth management, financial planning, retirement, and trust/estate consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business organizations. The firm offers discretionary portfolio management using a combination of fundamental, technical, and cyclical analysis, managing approximately $1.3 billion in discretionary assets.

Kenneth Calhoun is a financial advisor at OpenAir Financial, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at firms including J.P. Morgan Securities LLC, Goldman Sachs Personal Financial Management, United Capital Financial Advisers LLC, and T. Rowe Price Investment Services, Inc. OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis with strategies ranging from long-term holdings to short-term trading, offering tailored portfolio management and comprehensive financial plans.

Jennifer Dragon is a CFP®, PFS™, and Series 65 licensed financial advisor with eight years of industry experience. She has worked at Main Street Retirement Planning since 2022 and previously held positions at MMWKM, Personal Consulting, and Deloitte. Jennifer is also licensed to sell insurance products. Main Street Retirement Planning, LLC provides discretionary portfolio management and financial planning services to individuals, high net worth clients, plan participants, and institutions, managing over $716 million in assets. The firm employs a tactical, trend-based investment approach using SEI mutual funds and emphasizes regular monitoring and rebalancing of client portfolios.

Dezann Korbuly is a financial advisor at Providence Capital with 11 years of industry experience. He holds a Series 65 designation and has worked previously at Open Range Investment and Family Business Office, Inc. In addition to his advisory role, Korbuly owns and operates an accounting business serving individuals and small businesses. Providence Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, utilizing model portfolios, third-party platforms, and AI-assisted tools to support portfolio management.

William Little is a financial advisor at Ascentis Wealth Management, LLC in Dallas, TX, holding a Series 65 designation with three years of industry experience. Before joining Ascentis, he worked at ORG Partners Asset Management and ORG Wealth Partners, and he has been involved with MIMMJ Holdings DBA Castleview Advanced Planning since 2021. Outside of his advisory work, he coaches tennis part-time. Ascentis Wealth Management serves individual, institutional, and corporate clients, providing financial planning, investment consulting for retirement plans, and discretionary and non-discretionary investment management. The firm employs a goal-oriented, asset allocation approach and manages assets both internally and through third-party managers.

Alexander Tollen is a financial advisor with McGowan Group Asset Management, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at McGowan Group and Spire Securities since 2011. Outside of his advisory role, Tollen is an artist who occasionally sells his artwork and is a partner in a furniture-related business. McGowan Group Asset Management, Inc. is an eight-advisor team managing approximately $997 million in client assets. The firm provides fee-based asset management and advisory services to individuals, high-net-worth investors, trusts, retirement plans, and business entities, employing a model-driven, multi-asset class investment approach with discretionary portfolio management and a formal wrap-fee program.

Andrew Orton is a financial advisor at McGowan Group Asset Management, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has worked at Spire Securities, LLC and McGowan Group Asset Management since 2010. McGowan Group Asset Management, Inc. is an eight-advisor team providing fee-based asset management and advisory services to individual and high-net-worth investors, trusts, retirement plans, and business entities. The firm employs a model-driven, multi-asset class investment approach with discretionary portfolio management and a formal wrap-fee program.

Holden Ziels is a CFP® and Series 66-registered advisor at Prestige Wealth Management with four years of industry experience. Prior to joining Prestige Wealth Management, he worked at Goldman Sachs for four years. Outside of his advisory role, he works part time at the Dallas Country Club and provides tax preparation services through an affiliated entity of his firm. Prestige Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 client relationships. The firm employs an asset-allocation investment approach and offers discretionary management, financial planning, retirement plan advisory, and coordinated tax services.