Kathryn Hunteman is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding the ChFC® designation and Series 63 and 65 licenses. She has 31 years of industry experience, including roles at Institutional Securities Corp and State Farm. Hunteman also provides financial services training through Focus Tracks, offering education on life and health insurance, bank products, and mutual funds. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients with financial planning, portfolio management, pension consulting, and participant education. The firm offers a proprietary managed-account program and collaborates with sub-advisors while overseeing model portfolios ranging from Conservative Income to Aggressive Growth.

Derek Childs is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Howard Financial Services, Ltd. since 2009. The firm is a fee-only wealth management company that serves high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. Howard Financial Services offers personalized investment management and financial planning, typically implementing strategic asset allocation across multiple asset classes and managing most client accounts on a discretionary basis.

Frank Wilson is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation and 10 years of industry experience. He has worked at Institutional Securities Corp and ISC Advisors since 2017 and held prior roles at Bank of America and Merrill. Outside of his advisory work, Wilson is involved in several business ventures including co-owning a jewelry design business and serving as membership chair for a regional business networking group. ISC Advisors, Inc. serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, and various institutions, managing over $1.6 billion in assets through a team of 27 advisors. The firm offers comprehensive portfolio management and financial planning services, employing an investment approach that includes discretionary and non-discretionary management, diverse model portfolios, and third-party sub-advisors.

Kevin Gray is a financial advisor with Ascentis Wealth Management, LLC in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. His prior firms include Ayco Co., A Goldman Sachs Company, and Purshe Kaplan Sterling Investments. He is also the owner of Ascentis Holdings, a holding company related to his advisory firm. Ascentis Wealth Management serves individuals, including high-net-worth clients, as well as institutional and corporate clients such as pension plans, trusts, and charitable organizations. The firm offers financial planning, investment consulting, and discretionary and non-discretionary investment management, employing strategic and tactical asset allocation across multiple asset classes.

Patrick Beaird is a financial advisor at Beaird Harris Wealth Management, LLC with 29 years of industry experience. He holds the PFS™ designation and Series 65 license. Mr. Beaird has been with Beaird Harris since 1996 and also serves as president of Beaird Harris & Co. PC, a tax consulting firm, and North Dallas Fiduciaries, which provides bill paying services. Additionally, he is a shareholder and board member of Savant Capital Management. Beaird Harris Wealth Management is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs Modern Portfolio Theory with diversified, low-cost mutual funds and ETFs, and integrates tax-managed and alternative investments, leveraging its affiliation with a CPA firm and membership in the Zero Alpha Group.

Bonnie Chadwick is a financial advisor at Paratus Financial, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 30 years of industry experience. She has been with Paratus Financial since 2004. Paratus Financial provides comprehensive, custom financial planning and portfolio management primarily for high-net-worth individuals, families, trusts, estates, retirement plans, endowments, corporations, and charitable organizations. The firm employs a long-term, fundamental investment approach focused on buy-and-hold strategies, combining fiduciary investment advice with in-house tax expertise.

Jaime Palmer Jr. is a financial advisor at View Capital RIA, LP with 27 years of industry experience. He has been with View Capital since 2006 and previously worked at Vca Securities, LP. Outside of his advisory role, he is involved with Blue Jay Wireless, LLC as a consultant and shareholder, and serves as a manager and board member for Alive Fitness and Wellness Group. View Capital RIA provides investment advisory and consulting services to individual, high-net-worth, and institutional clients. The firm emphasizes manager selection and oversight, offers both discretionary and non-discretionary accounts, and frequently forms pooled investment vehicles to access private equity and other alternative opportunities.

Deborah Good is a CFP® professional with 11 years of industry experience. She has been with Clare Market Investments, LLC since 2014. Clare Market Investments provides discretionary investment management, financial planning, and selection and oversight of unaffiliated sub-advisors for individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a primarily long-term investment approach based on fundamental analysis, supplemented by technical and cyclical inputs, and manages approximately $556 million in discretionary assets.

Sharon Berry is a financial advisor at ISC Advisors, Inc. in Dallas, TX, holding the ChFC® designation and Series 63 license with 33 years of industry experience. Her prior roles include positions at Frost Investment Services and Frost Brokerage Services Inc. She has been with ISC Advisors and Institutional Securities Corp since 2021. ISC Advisors, Inc. serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services, managing approximately $1.54 billion in assets with a variety of model portfolios and a proprietary managed-account program.

Charmagne Darabadey is a financial advisor with First Dallas Securities Incorporated, holding a Series 66 designation and seven years of industry experience. She worked at Envestnet Inc. from 2014 to 2018 before joining First Dallas Securities, where she has been since 2018. Outside of her advisory role, she is involved with Tinderwealth, a startup focused on developing an app that connects advisors with clients and facilitates account openings and portfolio investments. First Dallas Securities serves individual, high-net-worth, and institutional clients, including trusts, estates, retirement plans, and banking institutions, through discretionary portfolio management. The firm emphasizes domestic equity securities with a blend of fundamental and technical analysis and manages approximately $335.7 million in discretionary assets across 253 client relationships.

Virginia Baker is a CFP® professional with 10 years of experience in financial advising, currently with Beaird Harris Wealth Management, LLC since 2015. She serves on the OneFPA Advisory Council Executive Committee, focusing on financial planning advocacy. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a diversified, Modern Portfolio Theory-based approach, utilizing low-cost mutual funds and ETFs, and offers expanded access to alternative investments.

Douglas White is a CFP® with 25 years of industry experience, currently serving as an advisor at Guidestone Advisors since 2009. He has been affiliated with Guidestone Financial Resources since 2001. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and other entities, including high-net-worth clients and plan participants. The firm manages approximately $1.59 billion in discretionary assets and typically implements client strategies through model portfolios and discretionary management, applying a faith-based investing policy.

Catherine Bailey is a financial advisor at Ascentis Asset Management, LLC in Dallas, TX, with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Castleview Partners, LLC and ORG Partners, LLC. Ascentis Asset Management provides investment strategy and portfolio modeling services to other investment advisers, Unified Management Account (UMA) programs, and third-party platforms. The firm focuses on constructing model portfolios using a combination of charting, fundamental, quantitative, and technical analysis, primarily advising on mutual funds, real estate funds, equities, fixed income, ETFs, and non-U.S. securities.

Jacob King is a CFP® professional with 17 years of experience at Beaird Harris Wealth Management, where he has worked since 2004. He is based in Dallas, TX. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, pension and participant-directed retirement plans, and business entities. The firm employs a diversified investment approach based on Modern Portfolio Theory, primarily using low-cost mutual funds and ETFs, with recent expansions into alternative investments and tax-managed strategies.

Alisha Reilly is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. She currently works with ORG Wealth Partners and ORG Partners LLC and has previously held roles at Lane Gorman Trubitt, LGT Financial Advisors, and other firms. In addition to her advisory work, she provides pro bono financial planning services through Financial Planner for 3rd Decade in Tucson, Arizona. Ascentis Wealth Management serves individual and high-net-worth clients, institutional plan sponsors, trusts, estates, and business entities. The firm offers financial planning, investment management, retirement plan consulting, and related services, employing both in-house and third-party strategies tailored through documented investment policy statements.

Archie Ponce is a CFP® with 9 years of industry experience and has been with Optima Asset Management Inc. since 2007. He holds Series 63 and Series 65 licenses and is based in Dallas, TX. Optima Asset Management provides fee-only investment advisory, master investment advisory, and consultancy services to individuals, high-net-worth investors, and institutional clients. The firm employs a top-down, asset-class approach using quantitative screening and proprietary models to construct portfolios focused on low turnover and tax efficiency, managing approximately $607 million on a non-discretionary basis.

James Plumlee is a financial advisor with CS Planning Corp in Dallas, Texas, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with CS Planning Corp since 2021 and also serves as Managing Partner of MPAC Consulting Group LLC, an insurance and consulting firm where he is a licensed insurance agent appointed with multiple carriers. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory and financial planning services to individuals, businesses, retirement plans, and various organizations. The firm uses a multi-advisor model to create broadly diversified portfolios tailored to clients’ risk tolerance and goals, often managing accounts on a discretionary basis.

Steven Lugar is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Beaird Harris Wealth Management, LLC since 2000. He holds Series 63 and Series 65 licenses and is based in Dallas, TX. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, pension and participant-directed retirement plans, and business entities. The firm applies Modern Portfolio Theory with diversified asset-class exposure mainly through low-cost mutual funds and ETFs, and offers discretionary portfolio management along with financial planning and retirement-plan consulting.

Scott Hayes is a financial advisor at ISC Advisors, Inc. in Dallas, TX, with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Institutional Securities Corp since 2016 and at ISC Investment Management LLC since 2013. Hayes serves as Director and Treasurer for the St John Land Conservancy, a nonprofit organization, contributing time to awareness and fundraising efforts. ISC Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, corporate pension plans, and charitable institutions. The firm manages approximately $1.6 billion in assets, offering both discretionary and non-discretionary portfolio management, financial planning, and pension consulting, with investment decisions guided by an internal Investment Committee.

Gabriel Neuenschwander is a financial advisor with Murphy & Sylvest in Dallas, TX, holding Series 66 and Series 63 licenses and having two years of industry experience. He has worked at Sylvest Advisors, J.P. Morgan Securities, Equitable Advisors, and Paramount Residential Mortgage Group. Murphy & Sylvest provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined, long-term investment process combining strategic asset allocation with fundamental and quantitative analysis.