Joel Hackney is a financial advisor at Parkway Wealth Management Group, LLC with 31 years of industry experience. He holds a Series 63 designation and previously worked at Raymond James Financial for 25 years before joining Parkway Wealth Management Group. Outside of his advisory role, he is solely involved with Solely Foster, LLC, a collegiate products business based in Tyler, TX. 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 offers portfolio management, comprehensive financial planning, 401(k) advisory services, and financial consulting using a holistic, personalized investment approach with diversified portfolios and both in-house and third-party management strategies.

George Seay is a financial advisor at Annandale Capital, LLC in Dallas, TX, holding a Series 65 designation with 20 years of industry experience. He has been with Annandale Capital since 2005 and has concurrently operated Seay Stewardship and Investment Company since 1998. Annandale Capital provides discretionary investment management and manager selection services to a range of clients, including individuals, family offices, trusts, and charitable organizations. The firm employs a comprehensive investment process that includes quantitative, qualitative, and operational due diligence across diverse asset classes, offering customized asset-allocation solutions and institutional-style service through a small advisory team.

John Kriel is a CFP® professional with 18 years of experience in financial advising. He is currently with ISC Advisors, Inc. and Institutional Securities Corp, where he has worked since 2017. Prior to that, he was with Lincoln Financial Advisors Corp for nine years. Outside of his advisory role, he operates Kriel Ranch, an agricultural business focused on timber and beef cattle production. ISC Advisors, Inc. serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm provides financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services, utilizing a range of model portfolios and offering a proprietary managed-account program.

Thomas Eifler Jr. is a financial advisor at WealthTrust Asset Management, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Peak Trust Financial Group Inc., PTF Investment Advisors, Inc., Canyon Creek Capital LLC, and Advisors Excel. In addition to his advisory roles, he is involved in insurance-related business activities through Canyon Creek Capital and other affiliated entities. WealthTrust Asset Management serves individuals, families, trusts, estates, retirement plans, and financial institutions, offering investment management and financial planning. The firm’s investment approach integrates quantitative screening with fundamental analysis through model portfolios, and it also provides services to unaffiliated registered investment advisers via sub-advisory and third-party platforms.

Mark Whidby is a CFA® charterholder with 23 years of industry experience. He has worked at Strata Wealth Advisors, LLC since 2022 and was previously with Lee Financial Company from 2016 to 2022. Based in Dallas, TX, he holds a Series 63 license. Strata Wealth Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, pension and profit-sharing plans, and broker-dealer clients. The firm employs a fiduciary, tailored approach using a range of securities and technology tools to align portfolios with client objectives.

Charles Rahm is a financial advisor at MIAI, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 34 years of industry experience. He has worked at MIAI, Inc. since 2016 and has been associated with Maplewood Investment Advisors, Inc. since 2002. MIAI, Inc. provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $213 million for around 274 clients through a team of four advisors, utilizing proprietary programs and platforms to deliver discretionary portfolio management and tailored investment solutions.

James Wheeler is a financial advisor at Aegis Wealth Management, Inc. in Dallas, TX, holding a Series 65 credential with two years of industry experience. He has previously worked at Maripau Wealth Management LLC and Five Rings Financial. Outside of financial advising, he is co-owner of Simplify Arms & Ammo LLC, a federally licensed firearms manufacturer. Aegis Wealth Management is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. It serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary portfolio management through multiple sub-advisers while tailoring allocations to client objectives and risk tolerance.

Jackson Parrish is a financial advisor with Lemnis Capital in Richardson, TX, holding Series 65 and Series 63 licenses and having one year of industry experience. His prior roles include positions at Innovation Partners LLC, Equitable Advisors, and National Utilisource. Outside of his advisory work, he has worked as a delivery driver for Uber Eats and DoorDash. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors and participants, trusts, and other business and institutional clients. The firm offers both discretionary and non-discretionary portfolio management, employing model portfolios and customized asset allocation, and features a structured subscription membership emphasizing ongoing education and decision support.

Christopher Thomason is a financial advisor at Wallace Capital Management, Inc. in Dallas, TX, holding a Series 66 designation with 22 years of industry experience. He has worked at Wallace Capital Management since 2004. Thomason is a passive member of a family partnership involved in rural real estate development. Wallace Capital Management provides discretionary investment management to individuals, high-net-worth investors, retirement plans, and charitable institutions. The firm follows a value-oriented investment approach and manages both separate accounts and a private investment fund, serving a diverse client base with over a billion dollars in assets under management.

Jeffrey Helfrich is a CFA® charterholder with 15 years of industry experience. He has been with Penn Davis McFarland Inc. since 2010. Based in Dallas, TX, he is part of a seven-advisor team at the firm. Penn Davis McFarland is an independent, fee-only investment adviser managing separately managed accounts for individuals, trusts, charitable organizations, and retirement plans, typically on a discretionary basis. The firm employs a fundamental, long-term investment approach with relatively concentrated portfolios and serves primarily high-net-worth clients.

Matthew Pence is a financial advisor at Fluent Financial, LLC in Dallas, TX, holding a Series 65 credential with three years of industry experience. He previously worked at Fisher Investments for six years and spent time at Wells Fargo and Off Broadway Shoe Warehouse. Fluent Financial serves individuals, including high-net-worth clients, trusts, pension plans, and business entities, managing approximately $330 million through wrap-fee accounts. The firm employs a variety of investment strategies guided by fundamental, technical, and cyclical analysis and offers pension plan participant education and consulting.

Stephan Celuch is a financial advisor at Crescent Advisor Group, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked for USSSA Inc. for 18 years. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to a diverse client base, including individuals, families, institutions, and non-profits. The firm combines technical and fundamental analysis in its investment approach and offers both discretionary and non-discretionary management, supported by a network of affiliated business lines and professionals.

Daniel Bramschreiber is a financial advisor at DMK Advisor Group, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Great Point Advisors, Arque Capital Ltd, and U.S. Allianz Securities. Outside of investment advising, he is involved with DAB Wealth Management, where he performs due diligence, product placement, and service review. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm offers both discretionary active management and non-discretionary consultative relationships, focusing on mutual funds and ETFs with a blend of technical and fundamental analysis.

William Moran is a CFA® charterholder affiliated with Howard Financial Services, Ltd. in Dallas, TX. He has worked at Howard Financial Services since 2022 and has prior experience at Trinsic Real Estate Group and in education at Lafayette College and Jesuit College Preparatory School of Dallas. Howard Financial Services provides investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation and combines fundamental, technical, and quantitative analysis in its investment approach.

Terry Bussard is a financial advisor at Nexus One Financial Advisors LLC in Plano, Texas, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Retirement Planners of America for 15 years before joining Nexus One in 2025. Nexus One Financial Advisors LLC is an SEC-registered firm serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm provides discretionary wealth and portfolio management with a focus on customized, predominantly long-term portfolio construction using diversified mutual funds and ETFs, while also incorporating a range of other investments and third-party platforms.

Aubrey Carlisle is a CFP® professional with 17 years of experience in the financial advisory industry. She is currently with Guidestone Advisors and has previously worked at several firms including CWM ADVISORS, LLC dba INSPIRE and Upright Financial, LLC. Carlisle holds Series 66 and Series 63 licenses. Guidestone Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm offers multiple programs including discretionary investment management and Guided Planning Services, applying a faith-based investing policy and primarily using affiliated GuideStone Funds and the GuideStone Stable Value Fund.

Karen Rosson is a financial advisor at Lemnis Capital with nine years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Equitable Advisors and AXA Advisors. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and institutional clients, employing both discretionary and non-discretionary portfolio management through model portfolios and customized asset allocation. The firm utilizes third-party platforms and strategists to offer specialized strategies, with a subscription-based financial planning membership that includes ongoing education and decision support.

Dusty Wallace is a CFP® and Series 65-registered financial advisor with 21 years of industry experience. He has worked at Strata Wealth Advisors, LLC since 2021 and previously at True North Advisors LLC and Lee Financial Company. Outside of his advisory role, he is listed as a manager of a holding company, ACI Bears & Beyond Holding, LLC, with no active duties. Strata Wealth Advisors, LLC provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and cash management services to individuals, trusts, estates, and institutional clients. The firm employs a range of investment strategies, including direct indexing and third-party platforms, and serves approximately 263 client relationships with a team of nine advisors.

Austin Tatum is a CFA® charterholder with two years of industry experience, currently serving as an advisor at View Capital RIA, LP since 2015. He is based in Dallas, TX. View Capital RIA offers investment advisory and consulting services to individual, high-net-worth, and institutional clients through advisory and consulting programs. The firm constructs portfolios primarily by selecting and allocating to independent asset managers and manages both discretionary and non-discretionary accounts, with a portion of client assets invested in pooled investment vehicles that provide access to private equity, direct debt, and energy opportunities.

Lisa More is a CFP® professional with seven years of industry experience. She currently serves as an advisor at Steadtrust LLC and previously worked at B. Riley Wealth Advisors, Inc., National Financial Asset Management, and Wells Fargo. Steadtrust LLC is a team advisory firm managing approximately $439 million with nine advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, and pension consulting, employing a range of investment strategies and typically managing accounts on a discretionary basis.