Max May is a financial advisor at Trinity Portfolio Advisors, LLC, holding a Series 65 designation with two years of industry experience. He has been with Trinity Portfolio Advisors since 2022 and previously attended Clemson University from 2018 to 2022. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for nearly 700 clients. The firm offers financial planning, consulting, and investment management services to a diverse client base, using a combination of fundamental, technical, cyclical, and charting analyses alongside proprietary model portfolios.

Miles Kellum is a CFP® with 12 years of industry experience and has been with Moss, Luse & Womble, LLC since 2013. He holds a Series 65 license and is based in Plano, TX. Moss, Luse & Womble, LLC provides fee-based portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm uses a tactical allocation approach focused on exchange-traded funds and mutual funds, offering proprietary risk-profile investment models and fundamental analysis for security selection.

Douglas Burnette Jr. is a CFP® professional with 18 years of industry experience. He is currently with Collective Wealth Advisors LLC and previously led Burnette Financial Planning, LLC. His background includes roles at Clark & Burnette Wealth Management, LLC and Securian Financial Services, Inc. Burnette Financial Planning, LLC remains active during the transition of clients to Collective Wealth Advisors. Collective Wealth Advisors LLC offers fee-based investment management and financial planning to individuals, charitable organizations, businesses, and qualified retirement plans under an ERISA 3(21) fiduciary model. The firm emphasizes client-driven portfolio construction and regular reviews, combining institutional support with client education through seminars and access to multiple sub-advisors and investment programs.

Kimberley Threadgill is a CFP® professional with 10 years of industry experience, currently serving at Meristead Wealth, LLC. Her prior roles include positions at Morgan Stanley and JPMorgan Chase, where she has worked since 2016 and 2019, respectively. Outside of her advisory work, she is a partner in Bull Run LLC, a real estate venture. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, utilizing a combination of top-down macro analysis and fundamental bottom-up research to pursue value-oriented investment strategies. The firm is notable for managing multiple private credit funds and integrating advisory, publishing, and private-fund activities within its operations.

David Gamble is a CFP® professional with 21 years of experience in the financial industry. He has worked at SFMG Wealth Advisors since 2015 and previously spent 12 years at PPG Investments, LLC. SFMG Wealth Advisors is a team-based wealth management firm serving individuals, families, pension plans, trusts, and corporate clients. The firm provides integrated financial planning and discretionary portfolio management with a focus on personalized investment programs guided by an investment policy statement and a centralized Investment Committee.

Muhammad Ammar is a financial advisor at FYRA Capital Management with three years of industry experience. He holds a Series 66 designation and has previously worked at AE Financial Services, LLC and OLV Investment Group. FYRA Capital Management provides investment management, financial planning, retirement plan advisory, and sub-advisory services to individuals, employer-sponsored retirement plans, foundations, trusts, and estates. The firm emphasizes diversified asset allocation and employs multiple analytical approaches alongside independent sub-advisors to implement client portfolios.

Kevin Karrh is a CFP® with 26 years of industry experience, currently serving at Indivisible Partners. His prior work includes roles at 1919 Investment Counsel, Stifel, Bank of America, and Merrill. Outside of his advisory work, he is involved in a family-owned farming business in West Texas. Indivisible Partners is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party investment managers, using a strategic asset allocation framework that supports a range of active, passive, and blended investment approaches tailored to client risk profiles.

Matthew Marsh is a financial advisor with Eagle Financial Advisors, LLC in Frisco, TX, holding Series 65 and Series 66 licenses and four years of industry experience. He has been with Eagle Financial Group since 2016 and joined Eagle Financial Advisors, LLC in 2025. Marsh is the sole owner of Dynamic Retirement Solutions, LLC, a venture offering fixed annuity and life insurance products. Eagle Financial Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, trusts, and business entities, managing roughly $113 million in assets primarily on a non-discretionary basis. The firm uses quantitative analysis, third-party research, and model portfolios to build client-specific investment policies and may recommend independent third-party managers and platform services.

Montana Vega is a financial advisor at GDS Wealth Management with a Series 65 credential and no prior industry experience. Their work history includes roles at several firms, including One Way Holdings, LLC and Farther Finance. GDS Wealth Management serves individual clients, including high-net-worth households, providing financial planning, consulting, and investment management services. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management and retirement-rollover guidance, utilizing model portfolios developed in partnership with Raymond James.

Mark Diamond is an Investment Advisor Representative with Beacon Financial Group based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior work history includes roles at Kestra Advisory and Kestra Investment Services, where he has been employed since 2000 and 2016 respectively. Outside of advisory services, he is the owner of BDE Properties, LLC, a real estate business managed passively. Beacon Financial Group provides wealth management, financial planning, and retirement and trust/estate consulting to individuals, high-net-worth clients, and various organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to customize portfolios aligned with client goals and risk tolerance, managing approximately $1.3 billion in discretionary assets.

Michael Joseph is a CFA® charterholder with nine years of industry experience. He currently serves at Meristead Wealth, LLC and previously worked at Stansberry Asset Management and TD Ameritrade. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs an opportunistic, value-oriented investment approach combining macro analysis with fundamental research, and manages private credit funds designed for accredited investors and certain retirement accounts.

Kevin Lindley is a financial advisor with Beaird Harris in Dallas, TX, holding a Series 65 license and bringing eight years of industry experience. Prior to joining Beaird Harris, he worked at Cain Watters & Associates from 2016 to 2018. In addition to his advisory role, Lindley serves as a staff accountant specializing in tax consulting at Beaird Harris & Co. PC. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered firm with 18 advisors managing approximately $2.27 billion across 800 client relationships. The firm serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, employing a Modern Portfolio Theory-based investment approach that emphasizes diversified, low-cost mutual funds and ETFs, with an expanding use of alternative investments.

Michael Branch is a financial advisor at Parkway Wealth Management Group, LLC with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Cabot Lodge Securities LLC and Raymond James Financial Services. In addition to his advisory role, he is separately licensed as an independent insurance agent through One Insurance Solutions. Parkway Wealth Management Group manages over $1.2 billion in discretionary assets, serving individuals, families, business owners, and institutional clients with a holistic investment approach that includes portfolio management and comprehensive financial planning.

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 Miller is a financial advisor with Guidestone Advisors in Dallas, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at GuideStone Financial Resources and Fidelity Investments, as well as five years at Deloitte Consulting, LLP. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and other entities, including high-net-worth clients. The firm employs model portfolios and discretionary management with a faith-based investing policy and offers various packaged programs such as GuideStone Wealth Management and GuideStone Managed Accounts.

Jackson Baker is a financial advisor with Parkway Wealth Management Group, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Parkway, he worked at Raymond James Financial Services Advisors and held positions at Texas Tech University, Blinn College, and Frisco ISD. Parkway Wealth Management Group 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 employs a personalized investment approach with diversified portfolios across various asset classes and offers services including portfolio management, comprehensive financial planning, and 401(k) plan advisory.

Kyle Wheeler is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Guidestone Advisors in Dallas, TX. He has been with GuideStone Financial Resources since 2016. 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 employs model portfolios and discretionary management, incorporating a faith-based investing policy that excludes certain industries.

Keith Barfield is a financial advisor at Signal Securities, Inc. in Dallas, TX, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Signal Securities since 2014. In addition to his advisory work, Mr. Barfield operates a CPA practice specializing in accounting, tax, and consultation services. Signal Securities provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on managing risk through diversification and a consultative process, offering portfolio management, financial planning, and separately managed accounts primarily on a non-discretionary basis.

Gavin Bass is a financial advisor at Parkway Wealth Management Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining Parkway, he worked at Howdy Bros. Moving and spent 12 years with China Spring ISD. 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 employs a holistic investment approach, constructing diversified portfolios across multiple asset classes with strategies ranging from conservative to aggressive.

Ajoke Esomo is a CFP® professional at Mills Wealth Advisors, LLC with three years of industry experience. Prior to joining Mills Wealth Advisors, she worked at Bailey Anne Consulting and ASO Savings & Loans, PLC. Mills Wealth Advisors provides wealth management, financial and business planning, retirement-plan advisory, and portfolio management services to individuals, high-net-worth clients, executives, and business owners. The firm utilizes an evidence-based CORE+ investment approach that combines diversified low-cost funds with selective satellite positions and emphasizes tax-aware implementation and ongoing client monitoring.