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.

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.

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.

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.

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.

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.

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.

Keith Barfield is a financial advisor at Signal Securities, Inc. in Dallas, TX, with 36 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 role, Barfield operates a CPA practice providing accounting, tax, and consultation services. Signal Securities, Inc. offers fee-based asset management and financial planning 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, utilizing model portfolios and separately managed accounts primarily on a non-discretionary basis.

Lisa Gesin is a financial advisor with Worth Financial Group Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and with 25 years of industry experience. She has worked at Worth Financial Group since 2007, including her current tenure starting in 2020, and has held roles at several other firms such as Swbc Investment Services and Community Development Associates. Gesin also operates Gesin Consulting, providing compliance and supervision services to broker-dealer and investment advisory firms. Worth Financial Group manages approximately $123 million in discretionary assets, offering tailored portfolio management services primarily to individuals and high-net-worth clients. The firm uses cyclical security analysis along with fundamental and technical research and conducts ongoing portfolio reviews to maintain alignment with client objectives.

Grant Morris is a CFP® and CFA® with 10 years of industry experience. He has worked at McElhenny Sheffield Capital Management since 2016 and previously was with Alix Partners, LLP from 2009 to 2016. Outside of his advisory role, he is involved with Elkhorn Capital Partners LLC, an investment-related business focused on direct real estate investments. McElhenny Sheffield Capital Management serves individuals, high-net-worth clients, businesses, and institutional retirement plans, offering investment management and financial planning primarily through separately managed accounts. The firm employs a rules-based investment process centered on tactical ETF strategies driven by proprietary quantitative models and provides portfolio management to pooled investment vehicles and an actively managed ETF.

Jeffrey Robinson is a CFP® and ChFC® with 29 years of industry experience. He has worked at Guidestone Financial Resources of SBC since 2002. GuideStone Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm’s approach includes using model portfolios with affiliated GuideStone Funds and focuses on faith-based investing, offering a range of discretionary and advisory programs tailored to client and plan preferences.

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.

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.

Chase Perry is a Certified Financial Planner® with 15 years of industry experience. He has worked at Beaird Harris since 2020 and previously spent 11 years at Fidelity Investments. He holds the Series 63 and Series 66 registrations. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a diversified investment approach grounded in Modern Portfolio Theory, utilizing primarily low-cost mutual funds and ETFs, and has expanded to include alternative investments and tax-managed strategies.

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 Hickey is a financial advisor with Guidestone Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at GuideStone Financial Resources since 2021 and previously held roles at Stonemark, Inc Premium Finance, Dallas Baptist University, Liberty University, and Collin College. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and high-net-worth clients. The firm employs model portfolios and discretionary management, applying a faith-based investing policy and offering services such as GuideStone Wealth Management and GPS guided planning.