Gary Coats is a CFP®-certified financial advisor with 24 years of industry experience, currently serving at GuideStone Advisors since 2013. He holds the Series 63 designation and is based in Dallas, TX. Outside of his advisory role, he is president of Crazy A Ranch, LLC, a timber and outdoor recreation land leasing business. GuideStone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and plan participants, managing approximately $1.59 billion in discretionary assets. The firm employs a faith-based investing policy and utilizes model portfolios and discretionary management, including affiliated mutual funds and third-party managed accounts.

Matthew Mcintyre is a financial advisor with Peak American Investment Advisors, Inc. in Plano, TX, holding a Series 65 license and nine years of industry experience. He has been affiliated with various entities under the Peak American umbrella since 2018 and previously worked at AE Wealth Management and Secure Legacy Financial Group. Outside his advisory role, he serves as President and CEO of both Peak American Financial Group, Inc., and Peak American Financial Companies, Inc. Peak American Investment Advisors serves individual and high-net-worth clients, providing discretionary wealth management and comprehensive financial planning that includes retirement tax strategy, insurance coordination, and estate planning. The firm uses a combination of technical and fundamental analysis in portfolio construction and integrates tax and insurance considerations into its retirement and income planning.

William Mckenna is a financial advisor at Gordian Wealth Advisors, LLC with one year of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Gordian Wealth Advisors, he spent ten years at Blue Hen Capital, LLC. Gordian Wealth Advisors, LLC manages approximately $488.7 million for high-net-worth individuals, trusts, and estates, offering discretionary portfolio management and integrated financial planning. The firm employs tailored asset allocation and manager selection overseen by an investment committee, utilizing strategies such as covered-call overlays and endowment-style diversified models.

Ting Chen is a CFP® professional with over 31 years of industry experience, currently serving at TKC Wealth Management LLC in Dallas, TX. His prior roles include positions at Landolt Securities, Inc., TKC International Financial Services, LLC, and Richfield Orion International, Inc. Chen is a member of the executive committee of the Hong Kong Association of Northern Texas and serves on the advisory board of the UT Dallas Taiwan Studies Initiative. TKC Wealth Management serves individuals, small businesses, pension and ERISA plans, and institutional clients by providing discretionary and non-discretionary portfolio management, retirement consulting, and advisor selection. The firm employs a combination of fundamental analysis and strategic asset allocation across a broad range of investment types, with a notable presence of non-U.S. clients and an emphasis on educational seminars.

Paul Lightfoot is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with Optima Asset Management Inc. since 2008, contributing to the firm’s operations for 18 years. Based in Dallas, TX, he works within a two-advisor team. Optima Asset Management provides fee-only investment advisory and limited financial planning services to individuals, high-net-worth investors, and pension and trust clients. The firm employs a top-down, asset-class approach using modern portfolio theory and proprietary models to construct tax-efficient, low-turnover portfolios managed on a non-discretionary basis.

Anthony Rose is a financial advisor at Orion Wealth Management LLC with a Series 65 designation and one year of industry experience. He has prior work experience at Sodexo and Lidl US, and has been associated with Samuel P. Rose CPA since 2018. Orion Wealth Management LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients, utilizing a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory. The firm emphasizes long-term trading with various investment products and offers both non-discretionary client account oversight and a distinctive wrap fee program.

Aaron Hutchinson is a financial advisor at DHL Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Peak American Investment Advisors, Inc. and Sonic Automotive. Hutchinson is also licensed to sell insurance with American Senior Benefits. DHL Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a long-term, modern portfolio theory-based approach, offers estate-planning referrals, and conducts educational seminars and workshops.

Justin Artis is a financial advisor at GDS Wealth Management in Flower Mound, TX, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining GDS Wealth Management, he worked at Fidelity Investments and has experience in legal and corporate settings, including a six-year tenure at Biel Fisette Iacono, LLP. GDS Wealth Management serves individual clients, including high-net-worth households, providing financial planning, consulting, and investment management. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management, utilizing model portfolios developed with research and allocation guidance from Raymond James.

Douglas Gill is a CFP® professional with 34 years of industry experience. He is a principal at Castleview Partners, LLC, where he has worked for over a decade, and previously was involved with Kovack Securities, Inc. and Gill Capital Management, Inc. Outside of his advisory work, he serves as a board member for the Rotary Club of Park Cities Foundation and chairs a committee at Northridge Presbyterian Church. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans. The firm offers discretionary portfolio management, access to third-party money managers, and model-based accounts, supported by its proprietary aiAlpha platform that delivers operational and trading support to other registered investment advisers.

Andrew Gold is a financial advisor at Prestige Wealth Management in Southlake, TX, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, and Edward Jones. Outside of advisory work, he is a licensed life insurance agent offering insurance products to clients. Prestige Wealth Management serves a range of clients including individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 relationships. The firm employs an asset-allocation approach utilizing equities, ETFs, alternative investments, and other vehicles, and offers discretionary investment management alongside financial planning and retirement plan advisory services.

Joseph Dowdall is a CFP® professional with 19 years of experience in financial advising. He is currently with Worth Asset Management, where he has worked since 2021. Prior to that, he held roles at MMWKM Advisors, LLC, Cambridge Investment Research Advisors, and SEI Investments Management Corp. He also works as an independent insurance agent, focusing on marketing and sales of traditional insurance products. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm employs a mix of security analysis methods and utilizes outside managers and turnkey asset management relationships while maintaining overall advisory responsibility.

Austin Garron is a financial advisor at Peak American Investment Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fisher Investments, Cetera, and New York Life prior to joining Peak American. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary wealth management and comprehensive financial planning, integrating tax strategy and insurance coordination into retirement and income planning. The firm uses a combination of technical and fundamental analysis to construct portfolios and offers referrals to CPAs and estate attorneys as part of its service model.

Miguel Rundstrom Holguin is a financial advisor at QuadCap Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has prior experience at Exencial Wealth Advisors. QuadCap Wealth Management serves individual and high-net-worth clients, trusts, estates, and charitable organizations with investment management and financial planning. The firm combines customized asset allocation with tools such as AI-enabled platforms for estate planning and integrates tax preparation and trustee services into its offerings.

Monica Sipes is a CFP®-certified financial advisor with 15 years of industry experience. She currently works at QuadCap Wealth Management, LLC, joining the firm in 2024 after nine years at Exencial Wealth Advisors. QuadCap Wealth Management provides investment management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm combines traditional advisory services with AI-enabled platforms for estate planning and integrates tax preparation into its service offerings.

Richard Adkisson is a financial advisor with Crescent Advisor Group, Inc. in Plano, TX, holding a Series 65 designation and bringing 19 years of industry experience. He has been with Crescent Advisor Group since 2006 and is also a member of Greenbrier Associates LLC, where he provides real estate consulting related to non-publicly owned real estate. Crescent Advisor Group, Inc. serves a diverse client base including individuals, families, high-net-worth clients, and institutional investors, offering financial planning, portfolio management, and pension consulting. The firm employs a combination of technical and fundamental analysis across various investment strategies and integrates affiliated business lines such as brokerage and insurance services.

Eduardo Gandara is a financial advisor at Consilium Wealth Advisory, LLC with a Series 65 credential and two years of industry experience. Prior to joining Consilium Wealth Advisory, he worked at Ecentria and has held positions outside the financial industry, including roles at Stephen F. Austin State University and Lamps Plus. Consilium Wealth Advisory is a fee-based investment management and wealth advisory firm serving individuals, high-net-worth clients, and corporate entities. The firm offers comprehensive financial planning and portfolio management, utilizing both quantitative and qualitative analysis to build investment strategies, including a discretionary equity-focused approach balanced between value and growth.

Porter Ozanne III is a financial advisor with Probity Advisors, Inc. in Dallas, TX, holding the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. He is president and a 70% shareholder of Probity Advisors, a role he has held since 2002, and is also a vice president and 50% owner of FA Holdings, Inc., a technology services company supporting Probity Advisors. In addition, he has operated Ozanne & Associates, a life insurance agency, since 1976. Probity Advisors, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs an investment approach that blends active stock and fixed-income management with ETF-based tactical allocation and quantitative rebalancing, supported by fundamental, technical, quantitative, and cyclical analysis.

Joshua Dunham is a Series 66-licensed financial advisor with over 22 years of industry experience. He has worked at several firms including UBS Financial Services, Fortitude Advisory Group, and SCF Securities before joining TFR Capital in 2024. Outside of his advisory role, he is president and owner of JD FINCO Inc., a consulting and programming business. TFR Capital provides personalized financial planning and discretionary investment management to individuals and entities such as family offices and qualified retirement plans. The firm’s investment approach combines fundamental, quantitative, and technical analysis overseen by an Investment Committee, generally focusing on long-term strategies while allowing for shorter-term trades when appropriate.

Jeffrey Weathers is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Guidestone Advisors in Dallas, TX. He has been with GuideStone Financial Services since 2014. GuideStone Advisors, LLC 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 employs model portfolios and discretionary management with a faith-based investing policy.

Robin Austin is a financial advisor at Mills Wealth Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at U.S. Capital Wealth Advisors, LLC, USCA Securities LLC, and Usca Ria LLC. In addition to his advisory role, he has been an insurance agent since 1997. Mills Wealth Advisors serves individuals and high-net-worth clients, focusing on executives, business owners, and their families. The firm provides comprehensive wealth management services, including financial and business planning, retirement-plan advisory, and portfolio management, employing a fiduciary, goal-driven process with evidence-based CORE+ model portfolios and tax-aware implementation strategies.