Keith Rhodus is a financial advisor with Clare Market Investments, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Clare Market Investments since 2015. Outside of advisory services, he is involved in insurance sales on a limited basis. Clare Market Investments provides discretionary investment management, financial planning, 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, managing approximately $556 million in discretionary assets.

Thomas Keeling is a financial advisor with Delos Private Client Group, LLC in Dallas, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at Delos Wealth Advisors, LLC and Robert W. Baird & Co. Incorporated, and has experience as an independent licensed insurance agent. Delos Private Client Group, LLC provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension plans, and charitable organizations. The firm offers customized investment strategies using various asset classes and an Institutional Research subscription service for wealth advisors, hedge funds, and other institutional clients.

Ami Baxter is a CFP® credentialed financial advisor with seven years of industry experience, currently with Perryman Financial Advisory, Inc. in Dallas, TX, where she has worked since 2019. Prior to joining Perryman, she spent three years at Kantar Media. Perryman Financial Advisory, Inc. is an SEC-registered investment adviser managing over $1 billion for a diverse client base including individuals, trusts, estates, and charitable organizations. The firm employs both fundamental and technical analysis to construct diversified portfolios incorporating a range of asset types and offers services such as discretionary portfolio management and comprehensive financial planning.

Stuart Herzog is a financial advisor at Beaird Harris with 11 years of industry experience. He holds the Series 65 designation and has been with Beaird Harris Wealth Management since 2012. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, pension and participant-directed retirement plans, and business entities. The firm employs a Modern Portfolio Theory approach using diversified, low-cost mutual funds and ETFs, and has expanded into alternative investments.

Andrew Smith is a financial advisor with Delos Private Client Group, LLC in Dallas, TX, holding a Series 65 credential and nine years of industry experience. He has worked at Delos Wealth Advisors since 2019 and previously held roles at Lear Investment Management and BOK Financial Securities. Delos Private Client Group provides discretionary portfolio management, financial planning, pension consulting, and third-party manager selection primarily for individuals, pension plans, and charitable organizations. The firm offers an Institutional Research subscription with macroeconomic commentary and asset-allocation recommendations and manages accounts using model portfolios, sub-advisers, and various investment strategies tailored to client objectives and risk tolerance.

Eric Shaffer is a CFP® professional with 26 years of industry experience, currently serving at Kuhn Capital Partners since 2020. He has previously worked at 360 Wealth Management, LLC and LPL Financial, LLC. Outside of his advisory role, he is involved with Hallmark Advisory Services, LLC in a non-investment capacity. Kuhn Capital Partners serves individual and high-net-worth clients as well as pooled investment vehicles, offering discretionary asset management, financial planning, and access to third-party managed solutions. The firm emphasizes portfolio construction based on client objectives and risk tolerance, provides access to alternative investments for qualified clients, and manages multiple private funds with performance-based fee arrangements.

Stephanie Molina is a financial advisor with Guidestone Advisors in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Her prior roles include positions at GuideStone Financial Resources, Avantax Investment Services, and Hilltop Securities. 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 a faith-based investing policy, uses model portfolios and discretionary management, and offers packaged programs such as GuideStone Wealth Management and GuideStone Personal Advisory Services.

Paul Harvey is a CFA® charterholder with 39 years of industry experience, currently serving at Vaquero Private Wealth, Ltd. since 2019. His prior roles include positions at Syntal Capital Partner, Bank of America, N.A., and Merrill. Outside of advisory work, he is co-owner of Mountain Limo, a ground transportation company, and serves on the Board of Directors of Matador Resources, Inc. Vaquero Private Wealth is an independent advisory firm that serves individuals, corporations, trusts, estates, donor-advised funds, retirement plans, and insurance company clients. The firm offers discretionary investment management and personalized financial planning, constructing customized, tax-aware portfolios that integrate public and private investments across multiple asset classes.

Phillip Maxwell is a financial advisor at Probity Advisors, Inc. in Dallas, TX, holding a Series 65 designation with two years of industry experience. Prior to joining Probity Advisors, he was self-employed for one year and worked at Fort Worth Presbyterian Church for five years. Probity Advisors, Inc. provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm utilizes a combination of active stock selection, fixed-income management, and ETF-based tactical allocation tailored to clients' objectives and risk tolerances.

Robert Rice Jr. is a CFP® professional with 14 years of experience in the financial services industry. He has worked at Generational Wealth Advisors since 2026 and previously spent nine years at Charles Schwab and three years at Grand Financial, Inc. Robert is based in Richardson, Texas, and holds Series 63 and Series 65 licenses. Generational Wealth Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans. The firm uses a multi-disciplinary team approach focused on strategic asset allocation, diversification, and periodic rebalancing, employing a variety of institutional investment vehicles and offering family-office style arrangements when appropriate.

Cynthia Besek is a financial advisor with MIAI, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with MIAI, Inc. since 2002 and also serves as Senior Vice President and Chief Operating Officer of Maplewood Investment Advisors, Inc. in Dallas. MIAI, Inc. is an SEC-registered investment adviser managing approximately $235 million for nearly 300 clients through a team of five advisors. The firm serves individuals, trusts, estates, corporations, charitable organizations, and retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting with strategies that include fundamental and technical analysis, long- and short-term trading, and options.

Salvador Sanchez is a financial advisor at View Capital RIA, LP in Dallas, TX, holding Series 65 and Series 63 licenses with 15 years of industry experience. He has been with View Capital since 2011 and previously worked at Vca Securities, Lp. Sanchez serves on the board of Cuentas Ok Sapi de CV, a non-investment-related business based in Mexico City. View Capital RIA, LP manages approximately $1.82 billion for individuals, ultra-high-net-worth families, institutions, and pooled investment vehicles. The firm offers advisory and consulting services through tailored programs, combining fundamental and technical analysis, asset allocation modeling, and independent manager due diligence.

David Ackerman is a CFP®, CFA®, and Series 65 credentialed advisor with 22 years of industry experience. He has been with Ackerman Capital Advisors, LLC since 2002. Ackerman Capital Management provides wealth management services to high-net-worth individuals, families, trusts, corporations, charitable entities, and certain pension plans. The firm offers actively managed portfolios primarily using ETFs and no-load mutual funds, along with comprehensive financial planning and retirement plan consulting. It also sponsors and advises private pooled funds, including a municipal bond fund and a multi-strategy digital-asset fund.

Wang Chang Tsai is a financial advisor at TKC Wealth Management LLC in Dallas, TX, holding a Series 66 designation with nine years of industry experience. He has been with TKC Wealth Management since 2016. Outside of his advisory role, he serves as Secretary for the Greater Dallas Taiwanese Chamber of Commerce. TKC Wealth Management is an SEC-registered firm serving individuals, including high net worth clients, pension and profit-sharing plans, small businesses, and institutional clients. The firm employs a blend of fundamental intrinsic-value analysis and tactical asset allocation across various strategies tailored to client risk tolerances, and it offers comprehensive services including portfolio management, ERISA plan consulting, and insurance product recommendations.

Holly Lansidel is a CFP®-designated financial advisor at Burford Brothers, Inc. in Dallas, TX, with five years of industry experience. She has worked at Burford Brothers since 2021 and previously held roles in consulting and the food service industry. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, and retirement plans with discretionary asset management, retirement plan consulting, and financial consulting. The firm offers tailored investment advice across various asset classes and operates a multi-family office division for ultra-high-net-worth clients.

Christa Bass is a CFP® with 12 years of experience in the financial industry, currently serving at Cottonwood Capital Advisors. Her prior experience includes roles at JPMorgan Chase bank NA and Commonwealth Financial Network. She spends a small portion of her time on fixed insurance sales conducted at her branch location. Cottonwood Capital Advisors provides financial planning, retirement-plan consulting, and discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, corporations, other advisers, and private funds. The firm combines advisor-led portfolio construction with model portfolios and asset-allocation approaches and acts as a fund sponsor and private-fund adviser managing pooled investment vehicles.

Paula Allgood is a financial advisor at Beaird Harris with 27 years of industry experience. She holds a Series 63 designation and has been with Beaird Harris Wealth Management, LLC since 1996 and Beaird Harris, PLLC since 1993. In addition to her advisory role, she serves as Vice President at Beaird Harris & Co. PC, focusing on tax consulting and preparation. 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 based on Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, with recent expansions into alternative investments and tax-managed strategies.

Max Rockwell is a financial advisor with Ascentis Asset Management, LLC, holding a Series 66 designation and 11 years of industry experience. His previous roles include positions at Org Partners Asset Management, Golden State Asset Management, WealthShield LLC, and The Ayco Company, L.P./Mercer Allied. He is also a partner in CCDML Ventures Group LLC, where he oversees investments in wealth management-related businesses. Ascentis Asset Management provides sub-advisory portfolio modeling and model portfolio construction services to other investment advisers and Unified Managed Account (UMA) program sponsors, delivering tailored investment models and implementation guidance without directly managing client assets.

Justin Watson is a CFP® and PFS™ with 14 years of industry experience, currently serving as an advisor at Beaird Harris Wealth Management, LLC since 2011. He is also a shareholder at Beaird Harris & Co. PC, where he performs tax consulting, preparation, and counseling. Additionally, he provides feedback to the University of Texas at Dallas Undergraduate Accounting Board to help improve accounting program curricula. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, pension and participant-directed retirement plans, and business entities. The firm applies Modern Portfolio Theory with diversified asset-class exposure primarily through low-cost mutual funds and ETFs, and has expanded its offerings to include alternative investments such as private credit and digital-asset exposures.

Kody Followwill is a financial advisor at Castleview Partners, LLC in Dallas, TX, holding a Series 65 license with six years of industry experience. His prior roles include positions at Cain Financial, NewEdge Advisors, Foundations Investment Advisors, and Mercer Global Advisors. Outside of his advisory work, he has been involved in insurance sales and services. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, offering discretionary portfolio management and access to third-party money managers. The firm utilizes proprietary technology, including its aiAlpha platform, to support model-based trading and operations for both internal and external advisors.