Jesse Hauptrief is a financial advisor at McElhenny Sheffield Capital Management, LLC with 28 years of industry experience. He has worked at McElhenny Sheffield since 2017 and previously spent six years at Resource Wealth Management. Additionally, he is a self-employed life and health insurance agent, a role he has maintained since 1976. McElhenny Sheffield Capital Management provides investment management and financial planning primarily to individuals, high-net-worth clients, businesses, and institutional retirement plans. The firm employs a rules-based, tactical ETF strategy focused on trend-following and momentum through proprietary quantitative models updated daily, and it also serves as a sub-adviser to other advisers and an actively managed ETF.

Brooks Blagg is a financial advisor at Strata Wealth Advisors, LLC in Dallas, TX, holding a Series 65 designation. He has been with Strata since 2025 and has prior experience at Hartmann Taylor Wealth Management and educational roles at Texas A&M University, Memorial High School, and Staley Middle School. Strata Wealth Advisors serves individuals, trusts, estates, and retirement plans through investment management, financial planning, and retirement-plan consulting. The firm employs a fiduciary, tailored approach across various asset classes and utilizes technology, AI controls, and third-party platforms to support portfolio management and client reporting.

Marshall Ozanne is a CFP® with 23 years of industry experience, currently serving as an advisor at Probity Advisors, Inc. in Dallas, TX. He previously spent 18 years at Woodbury Financial and has additional experience with WSA Affiliates, LLC and Private Client Services. Outside of his advisory role, he is president of Ozanne Financial Services, LLC, which provides insurance product sales and consulting services to RIAs. Probity Advisors, Inc. offers discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm employs a combination of active stock selection, fixed-income management, tactical ETF allocation, and quantitative rebalancing tailored to clients’ objectives and risk tolerances, with ongoing account reviews and client education.

Chase Gerald is a CFP® with four years of industry experience, currently advising at Dew Wealth Management in Dallas, TX. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, Allstate Insurance, and New York Life Insurance. He also has experience as an insurance agent. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management across multiple offices.

Kenichi Shoji is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at View Capital RIA, LP since 2017. Prior to that, he worked at Stissing Lake Advisors from 2015 to 2017. Shoji is a director of Clear Markets North America, Inc., and an advisory board member of Active Allocator Holdings, LLC, both private companies where he contributes outside of regular business hours. View Capital RIA provides investment advisory and consulting services to individual, high-net-worth, and institutional clients through programs focused on advisory, financial planning, and investment consulting. The firm emphasizes portfolio construction via independent asset managers and routinely manages pooled investment vehicles to offer clients access to private equity, direct debt, and energy opportunities.

Chasity Chavez is a CFP® professional with three years of experience at Howard Financial Services, Ltd. She joined the firm in 2023 and previously worked at Money Concepts and Tru by Hilton. 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 uses a strategic asset allocation approach combined with fundamental, technical, and quantitative analysis to construct and monitor client portfolios.

Harmen Overdijk is a CFA® charterholder with four years of industry experience. He is currently with Leo Wealth Americas, LLC and has previously worked at Leo Capital Corp (Hong Kong) Limited, Leo Wealth, LLC, BFT Financial Group, LLC, The Capital Company, and Caidao Capital Limited. Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting, and access to alternative and model portfolios for a diverse client base including individuals, trusts, retirement plans, foundations, and institutional clients such as sovereign wealth funds and municipal governments. The firm employs a combination of systematic and discretionary strategies with a focus on diversification, tax efficiency, and low-cost ETF implementation.

Gregory Mangelsdorf is a CFP® professional with nine years of industry experience. He has worked at Howard Financial Services, Ltd. since 2019 and previously held roles at Atlas Wealth Advisors LLC and WFG Advisors, LP. He is based in Dallas, TX. 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 personalized investment management and financial planning, typically implementing strategic asset allocation across multiple asset classes and managing most client accounts on a discretionary basis.

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.

Anthony Rizzo is a financial advisor with Provision Asset, LLC, holding a Series 65 license and bringing 10 years of industry experience. He has worked with Provision Asset since 2016 and is also an instructor for the Council of Financial Educators. Outside of his advisory role, Rizzo maintains an active insurance practice as a licensed agent. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies, with a team of six advisors managing a diverse range of portfolios using fundamental, technical, and cyclical analysis.

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.

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.

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.