Scott Hammel is a CFP® with 18 years of industry experience, currently serving as an advisor at Apeiron since 2017. He previously worked at WFG Investments Inc from 2010 to 2017. Hammel also acts as an independent insurance agent and may sell insurance products he recommends to clients, which accounts for about 10% of his time. Apeiron RIA manages approximately $730 million for a diverse client base, including individuals, trusts, retirement plans, and institutional clients. The firm employs a holistic investment process combining multiple analytical methods and offers discretionary portfolio management, financial planning, retirement plan consulting, and licensed insurance product recommendations.

Colton Richards is a CFP® and Series 65 credentialed advisor at Apeiron with eight years of industry experience. He previously worked at SEI Investments Management Corp and Provident Bank. Apeiron provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, churches, and other institutional clients. The firm employs a holistic, discretionary approach to portfolio management, utilizing various analytical methods and a range of investment options while acting as a fiduciary for retirement accounts.

Mark Diamond is an Investment Advisor Representative at Beacon Financial Group with 42 years of industry experience. He has been associated with Kestra Advisory and Kestra Investment Services since 2000 and serves as Vice President of Sales at Beacon Retirement Planning Services, Inc. Diamond’s outside activities include ownership of a real estate business, BDE Properties, LLC, which he manages passively. Beacon Financial Group provides wealth management, financial planning, and retirement and trust consulting to individuals, high-net-worth clients, and various organizations. The firm manages approximately $1.3 billion in discretionary assets using a combination of fundamental, technical, and cyclical analysis, and offers portfolio customization based on client goals and risk tolerance.

John Garvey is a financial advisor with Bland Garvey Wealth Advisors, LLC in Richardson, TX, holding a Series 65 credential and bringing 19 years of industry experience. He is also a CPA and shareholder at Bland, Garvey, Eads, Medlock & Deppe, P.C., an accounting firm where he spends the substantial majority of his business time. Garvey has been involved with this accounting firm since 1991 and has worked at Bgemd Capital Advisors, LLC since 2005. Bland Garvey Wealth Advisors, LLC serves individuals, charitable organizations, corporations, qualified retirement plans, trusts, and small businesses by providing investment management, retirement-plan advisory, and financial consulting. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing long-term, buy-and-hold asset allocation primarily through passively managed mutual funds and model portfolios.

Ian Evans is a CFP® professional with six years at Moss, Luse & Womble, LLC and a total of four years in the financial industry. His prior experience includes roles at Leon Capital Group and Ernst & Young. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses with fee-based portfolio management, financial planning, and pension consulting. The firm manages client portfolios on a discretionary basis using tactical allocation strategies focused on exchange-traded funds and mutual funds, supported by proprietary risk-profile investment models and fundamental analysis.

Ryan Hembree is a CFA® charterholder affiliated with Annandale Capital, LLC in Dallas, TX. He has been with Annandale Capital since 2007. Annandale Capital provides discretionary and non-discretionary investment management and manager selection for individuals, family offices, profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm employs a manager-of-managers approach, using bottom-up quantitative, qualitative, and operational research to construct diversified portfolios across various asset classes tailored to client goals.

Michael Scholten is a financial advisor at Clear Harbor Asset Management, LLC in Dallas, TX, holding Series 63 and Series 66 registrations with 20 years of industry experience. He has been with Clear Harbor since 2010. Clear Harbor Asset Management provides investment management, financial planning, and consulting services to a diverse client base including individuals, pooled investment vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $2.05 billion in assets, employing a multi-asset class approach that integrates bottom-up fundamental analysis with top-down macro and cyclical views.

Heath Flock is a financial advisor at Generational Wealth Advisors in Richardson, TX, holding a Series 65 designation with 11 years of industry experience. He has worked with Talis Advisory Services, LLC since 2018 and serves as Chief Operating Officer and Chief Financial Officer of Generational Equity, LLC, a sell-side advisory firm focused on mergers and acquisitions, where he oversees accounting, human resources, IT, client service, and business evaluation. Generational Wealth Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans. The firm employs a multi-disciplinary team approach with a focus on strategic asset allocation, diversification, and periodic rebalancing, using institutional mutual funds, ETFs, separately managed accounts, and alternative investments when appropriate.

Emily Swerdlow is a CFP® and holds a Series 65 license, with 11 years of industry experience. She has been with Howard Financial Services, Ltd. since 2015. Howard Financial Services provides personalized investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm employs a strategic asset allocation approach across equities, fixed income, and alternative investments, combining fundamental, technical, and quantitative analysis in its portfolio construction.

Stephen Mckimmey is a CFP® professional with 12 years of industry experience. He is a principal at RTW Financial Advisors Inc in Dallas, TX, where he has worked since 2014. Prior to his current role, he was with Momentum Independent Network Inc. Mckimmey serves as treasurer for the FortyOne40 Owners Association, a homeowners association in Dallas. RTW Financial Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, estates, trusts, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $581 million across about 178 clients, offering customized portfolios with a focus on fundamental analysis and long-term portfolio construction tailored to client needs.

James Marsden is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Apeiron since 2017. Prior to that, he worked at Wfg Investments Inc for seven years. Marsden serves as treasurer for the Highland Village Area Baseball and Softball Association on a volunteer basis. Apeiron RIA manages approximately $730 million for a diverse client base including individuals, trusts, retirement plans, and institutions. The firm employs a holistic investment approach that integrates multiple analytical methods and offers discretionary portfolio management alongside financial planning and insurance product recommendations.

Kyle Walters is a CFP® with 23 years of industry experience, currently serving as an advisor at Apeiron in Dallas, TX. He previously worked at WFG Investments Inc for seven years before joining Aperion RIA, LLC in 2017. Walters is also the proprietor of L&H CPA's and Advisors, an accounting and tax preparation business. Apeiron provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, churches, and other institutional clients. The firm employs a holistic, discretionary approach to portfolio management, combining fundamental analysis, modern portfolio theory, and technical and cyclical analysis while offering a broad range of investment options.

Tyler Castle is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. He has worked at Crescent Advisor Group, Inc. and its affiliated broker-dealer, Crescent Securities Group, Inc., since 2019, and previously spent four years at Lowell & Company Inc. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to individual and institutional clients, employing a mix of technical and fundamental analysis and offering both discretionary and non-discretionary management. The firm is notable for its affiliated business lines, including a broker-dealer and an insurance agency, as well as advisers with professional licenses in law and accounting.

Stephen Fitzpatrick is a financial advisor at Sanders Morris LLC based in Dallas, TX, holding Series 65 and Series 63 licenses with 23 years of industry experience. He has been with Sanders Morris Harris LLC since 2016. Sanders Morris LLC provides investment advisory and related services to individuals, high-net-worth clients, pooled investment vehicles, retirement plan sponsors, trusts, estates, and business entities, utilizing discretionary and non-discretionary wrap programs and a range of investment products. The firm is dual-registered as an SEC investment adviser and FINRA broker-dealer and is affiliated with a national bank and an insurance agency.

William Perryman is a CFP® with 42 years of industry experience and has been with Perryman Financial Advisory, Inc. since 1994. He is based in Dallas, TX, and serves as part of a six-advisor team. Perryman also serves on the District 6 Grievance Committee of the State Bar of Texas in a volunteer capacity. Perryman Financial Advisory, Inc. manages approximately $796 million for around 432 clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan services, utilizing a process that integrates fundamental and technical analysis with ongoing portfolio management.

John Ryer is a financial advisor at Nobles & Richards Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Farmers Insurance and Foundations Investment Advisors, LLC. Outside of his advisory role, he is involved with Yrefy, LLC and operates the Win Group Insurance John Ryer Agency. Nobles & Richards Advisors, LLC serves individual clients, pension and profit-sharing plans, charitable organizations, state and municipal entities, and corporate clients. The firm provides investment advisory, financial planning, and consulting services, primarily using a non-discretionary approach with fundamental and market-based investment analysis.

Laura Adams is the sole advisor and president of Adams Asset Advisors LLC, with 23 years of industry experience. She holds a Series 65 designation and has served as an investment advisor and mutual fund president since 2002. Adams also acts as president and treasurer for multiple open-end mutual funds and is a registered transfer agent for these funds. Adams Asset Advisors provides discretionary investment management and supervisory services primarily to very high net worth individuals, trusts, corporations, and institutional investors. The firm’s investment approach combines fundamental and quantitative analysis, including proprietary mathematical models, with tailored asset allocation and security selection by its sole investment officer.

Samuel Acho is a financial advisor at AWM Capital, LLC with three years of industry experience. He holds a Series 65 designation and has worked with AWM Capital since 2022. Outside of his advisory role, Acho is the founder and president of Athletes for Justice, a nonprofit organization that mobilizes athletes to advocate for systemic change. He also serves as a board member at St. Mark's School of Texas and is vice president of Living Hope Christian Ministries, which organizes medical mission trips to Nigeria. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm emphasizes liability-driven investing and asset allocation, managing approximately $1.15 billion through a multi-team staff of 24 advisors.

Brandon Ratzlaff is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Cypress Point Wealth Management, LLC since 2016. Outside of his advisory role, he contributes as a researcher with the Income Lab Academic Research Council and serves on the investment committee for Partners for Sacred Places. Cypress Point Wealth Management serves high-net-worth individuals, families, trusts, and select family office clients, providing financial planning, discretionary investment management, family office services, and private fund advisory and administrative services. The firm emphasizes long-term, low-turnover investment strategies with diversified portfolios and offers specialized family office support and private fund involvement.

Cinthia Saenz is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on guiding families and entrepreneurs through significant financial milestones, including employment transitions, retirement, and business growth or divestiture. Saenz and her team develop personalized wealth management strategies aimed at fostering growth and financial security, while emphasizing high-level client service to achieve client satisfaction. Her areas of client expertise include family wealth management, retirement income planning, portfolio management, tax minimization, and services tailored for endowments, foundations, non-profits, and small businesses. Fluent in both Spanish and English, Saenz holds a Bachelor's Degree from New Mexico State University and carries the Personal Investment Advisor (PIA) designation. As a naturalized immigrant and mother of two, she values being present and prepared during life’s changes, striving to provide clients with confidence and trustworthy guidance. Outside of her professional role, Saenz enjoys running, traveling, biking, dancing, hiking, music, pickleball, reading, spending time with family, and watching movies.