Daniel Rascoe is a financial advisor at Ensemble Financial, Inc. based in Dallas, TX, holding Series 63, Series 65, and Series 66 licenses with 23 years of industry experience. His prior roles include positions at Titleist Asset Management, Sunrise Financial Services, Madison Avenue Securities, and TD Ameritrade. Ensemble Financial serves individuals, pension and profit-sharing plans, and corporate clients by providing portfolio management, financial planning, and referrals to third-party money managers. The firm tailors client relationships through Investment Policy Statements and employs both fundamental and technical analysis in its investment strategies. The firm also engages in intermediary activities and maintains fee-sharing and referral arrangements with third-party managers and lenders.

Timothy Purser is a financial advisor at Shade Tree Partners LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Shade Tree Partners since 2015 and is also involved with Provident Advisors LLC, where he has worked since 2002. Outside of his advisory roles, Purser serves as president of the Arbor Lakes Homeowners Association, a volunteer position he has held since 2005. Shade Tree Partners serves individual investors, trusts, estates, non-profit organizations, corporations, and retirement plans by providing portfolio management, investment policy development, and financial planning. The firm manages approximately $80 million for around 60 clients, employing a mix of fundamental and technical analysis with a focus on broad market exposures such as index funds and ETFs.

Robert Brauer is a CFP® with 11 years of industry experience, currently serving at Snider Advisors in Irving, TX. He has been with Chronim Investments, now part of Snider Advisors, since 2014. Snider Advisors provides investment advisory and consulting services to individual and corporate clients, employing a rules-based, income-oriented strategy known as the Snider Investment Method. The firm manages approximately $216 million in assets across discretionary and non-discretionary accounts, and offers technology-enabled tools alongside portfolio management and educational workshops.

Geoffrey Gannon is a financial advisor with Focused Compounding Capital Management, LLC in Dallas, TX. He holds a Series 65 designation and has eight years of industry experience. Gannon previously worked with Whitney Kuhn, LLC and GuruFocus. Focused Compounding Capital Management provides discretionary portfolio management to individual and high-net-worth clients, as well as pooled investment vehicles, corporations, insurance companies, and governmental entities. The firm employs a fundamental, long-term, concentrated investment strategy focused on overlooked equities such as spin-offs and small-cap companies.

Leigh Goldblatt is a financial advisor with GFN Capital Management in Richardson, TX, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has worked with Kovack Securities, Inc. since 2007 and has been associated with Glazer Financial Network since 2002. Outside of investment advisory, Goldblatt is involved in multiple business activities including pension administration, fixed insurance sales, and marketing services targeted at doctors. GFN Capital Management provides investment advisory and management services to individuals, trusts, corporations, retirement plans, and other entities. The firm employs a combination of fundamental, technical, cyclical, and charting analyses, offering both discretionary and non-discretionary portfolio management alongside access to model portfolios and third-party managers.

Brad Little is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with HPC Wealth Advisors L.L.C. since 2013. Little is also a licensed insurance agent. TL Private Wealth is a team-based firm serving primarily high-net-worth individuals with discretionary investment supervisory services and integrated financial planning. The firm uses a strategic asset allocation approach with periodic rebalancing and fundamental and cyclical analysis to select securities, typically operating under discretionary authority.

Cory Procter is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently with Pro Capital Wealth Management, where he has worked since 2025. His prior experience includes roles at OSAIC, Woodbury Financial, and Kill Cliff. Outside of financial advising, Procter engages in public speaking and coaching related to his athletic background and serves on the boards of two nonprofits focused on children and athletics. Pro Capital Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, trusts, and business entities. The firm employs a combination of model portfolios, tactical and strategic asset allocation, and integrates third-party technology platforms to manage and review client accounts.

Mark Shelton is a financial advisor at Alexander D Cohen Investments, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked in asset management and marketing since 1999. Shelton's background includes roles at LifePro Asset Management and his own marketing business. Alexander D Cohen Investments primarily serves individual and high-net-worth clients, offering portfolio management and financial planning tailored to client goals and risk tolerance. The firm’s investment approach uses modern portfolio theory and focuses on long-term trading, with most assets managed on a non-discretionary basis.

Ansley Bridges is a financial advisor at Lexington Hill Partners, LLC in Dallas, TX, holding a Series 65 designation and has four years of industry experience. Prior to joining Lexington Hill Partners in 2023, Bridges worked at The Welch Group, LLC and PriceWaterhouseCoopers. Lexington Hill Partners advises individuals and high-net-worth families, including trusts and corporate entities, providing discretionary investment management alongside limited consulting services such as personal budgeting, trustee duties, philanthropy coordination, and estate planning facilitation. The firm focuses on long-term, low-turnover portfolios with a diversified asset allocation and offers formal family office–style consulting and due diligence on private equity and alternative investments.

Donald Harris is a financial advisor at Beaird Harris with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Beaird Harris Wealth Management, Inc. since 1996, as well as Beaird Harris & Co P.C. since 1989. Outside of his advisory role, he serves as a managing officer and trustee for several trusts and management companies. 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 Modern Portfolio Theory with diversified asset-class exposure primarily through low-cost mutual funds and ETFs, and it offers alternative investments and tax-managed strategies.

John Rubottom Jr. is a CFP® with 23 years of industry experience, currently with Cottonwood Capital Advisors in Irving, TX. He previously worked at Commonwealth Financial Network for seven years before joining Cottonwood Capital. 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, and serves as a fund sponsor and private-fund adviser managing pooled vehicles and special purpose vehicles for qualified clients.

Scott Wallace is a Series 65 licensed financial advisor with 23 years of industry experience. He is based in Dallas, TX, and is also an attorney with a legal practice that occupies less than 10% of his time, which he plans to discontinue as his advisory business grows. Wallace is part of Wallace Capital Management, Inc., a six-advisor team. Wallace Capital Management serves a diverse client base, including high-net-worth individuals, retirement plans, charitable institutions, and private investment funds. The firm focuses on discretionary portfolio management and private fund advisory, employing an investment strategy that targets valuation discrepancies within a macroeconomic and industry framework.

Kasem Abdullah is a financial advisor with Beacon Financial Group in Dallas, TX, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Fisher Investments and Edward Jones. Beacon Financial Group provides wealth management, financial planning, retirement, and trust and estate consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business organizations. The firm manages approximately $1.3 billion in discretionary assets using customized portfolios based on fundamental, technical, and cyclical analysis.

Ryan Mcdonald is a financial advisor with Vann Equity Management LLC in Plano, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at several firms including B. B. Graham & Co. Inc., Per Stirling Capital Management, and TRS Advisors. Mcdonald serves as a director on the board of the Russ Martin Show Listeners Foundation, a charitable organization. Vann Equity Management LLC is a mid-sized SEC-registered investment adviser with a team of six advisors managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a blend of model-based and customized investment strategies across various asset classes and uses sub-advisory relationships for specialized real estate investments while maintaining primary advisory oversight.

Elizabeth Lohmeier is a CFP® and CFA® with three years of industry experience, currently serving as a financial advisor at Fidelis Capital Partners, LLC since 2022. Prior to joining Fidelis Capital, she worked for eight years at Bank of America - Private Bank. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and nonprofit organizations, and other business entities. The firm employs a blend of quantitative, fundamental, technical, and economic analysis to guide portfolio management, offering both discretionary and non-discretionary services alongside business consulting and third-party provider recommendations.

Stephen Cramm is a financial advisor at Insight Wealth Partners with a Series 65 designation and two years of industry experience. Prior to joining Insight Wealth Partners in 2024, he worked at Goldman Sachs from 2020 to 2024 and Ragnar Events LLC from 2016 to 2020. Insight Wealth Partners is a multi-advisor team that provides asset management, financial planning, pension consulting, and referrals to third-party money managers for individuals, families, trusts, corporations, and retirement plan sponsors. The firm combines strategic and tactical asset allocation with continuous supervision and offers a Synthetic Equity Portfolio strategy designed to balance upside participation with downside risk mitigation.

Sarah Crowe is a CFP® and Series 66 licensed financial advisor with 23 years of experience, currently working at Generational Wealth Advisors. She has been with Talis Advisory Services, LLC since 2016. Crowe is also licensed as an insurance agent for life, accident, and health insurance. Generational Wealth Advisors serves individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans by providing discretionary investment management and financial planning. The firm uses a multi-disciplinary team approach with a focus on strategic asset allocation, diversification, and periodic rebalancing, employing primarily institutional mutual funds, ETFs, and other investment vehicles.

Liam Coll is an advisor at Nobles & Richards Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Fidelity Investments, Merrill, and Charles Schwab & Co., Inc. Nobles & Richards Advisors, LLC serves a diverse client base that includes high-net-worth individuals, pension plans, charitable organizations, and corporate clients. The firm offers investment advisory, financial planning, and consulting services, primarily using a non-discretionary model with a range of investment strategies including alternative investments and sub-advised models.

William Caldwell III is a CFP® professional with four years of industry experience, currently serving at Guidestone Advisors in Dallas, TX. Prior to this role, he worked at GuideStone Financial Resources for five years and held positions at Whole Foods, Patton House, Breaking Free Ministries, and King Soopers. Guidestone Advisors, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm uses model portfolios that primarily include affiliated GuideStone Funds and incorporates a faith-based investing policy in its recommendations.

Joyce Cheng is a financial advisor at McGowan Group Asset Management, Inc. in Dallas, TX, holding a Series 65 designation with three years of industry experience. Her work history includes roles at Level Four Wealth Management, Midland Life Insurance, and Advisors Resource Company before joining McGowan Group Asset Management in 2018. McGowan Group Asset Management, Inc. is an eight-advisor team providing fee-based asset management and advisory services to individual and high-net-worth investors, trusts, retirement plans, and business entities. The firm employs a model-driven, multi-asset class investment process with discretionary portfolio management and a formal wrap-fee program.