Mark Keffer is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. He has worked at ISC Advisors, Institutional Securities Corp, and as the sole proprietor of MK Financial Services. Keffer manages several web domains related to his advisory services under MK Financial Services. ISC Advisors serves a diverse client base including individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable institutions, managing over $1.6 billion in assets through 27 advisors. The firm offers portfolio management, financial planning, and pension consulting with both discretionary and non-discretionary options, supported by an internal Investment Committee and multiple advisory programs.

Natalie Floyd is a financial advisor at Worth Asset Management in Dallas, TX, holding a Series 65 license with three years of industry experience. She has been with Worth Asset Management since 2023 and also teaches first grade students at Trinity Christian Academy. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans, offering additional financial planning and insurance-related advice. The firm uses a diverse mix of security analysis methods, employs outside managers and sub-advisors, and conducts quarterly account reviews tailored to client objectives.

Shelby Chesnut is a CFP® professional with four years of experience, currently serving at Howard Financial Services, Ltd. in Dallas, TX. Shelby’s prior work includes roles at Texas Tech University and the Lamar School District RE-2. 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’s investment approach emphasizes strategic asset allocation across equities, fixed income, and alternative investments, utilizing fundamental, technical, and quantitative analysis in portfolio construction.

William Saplicki is a financial advisor with Hibernia Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial, First Allied Advisory Services, and LS Wealth Strategies. Hibernia Wealth Partners, LLC is an SEC-registered investment adviser managing approximately $372.5 million in client assets, serving individuals, trusts, retirement plans, and institutional investors. The firm offers customized portfolio management, financial planning, ERISA plan services, and third-party manager oversight, employing a range of investment strategies tailored to client objectives.

Lee Bradshaw is a financial advisor at First Dallas Securities Incorporated with nine years of industry experience. He holds the Series 66 designation and has worked at both Hodges Capital Management and First Dallas Securities since 2017. Bradshaw also worked at Texas State University from 2015 to 2016. First Dallas Securities serves individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations, managing discretionary equity portfolios with an emphasis on fundamental and technical analysis. The firm operates with a small team and oversees approximately $398 million in discretionary assets.

Matthew Oberst is a financial advisor at Trinity Portfolio Advisors, LLC in Plano, TX, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Trinity since 2009 and at MassMutual Financial Group since 2006. Outside of his advisory role, he is a 2% owner of All Season Greens, LLC, a company that produces hydroponic systems for growing living greens for both animal and human consumption. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for nearly 700 clients. The firm offers financial planning, consulting, and investment management services to a diverse client base, employing a risk-assessed, probability-based investment approach that integrates fundamental and technical analyses alongside proprietary model portfolios.

Christopher Soviero is a financial advisor at DHL Wealth Management LLC in Richardson, TX, holding a Series 66 license with seven years of industry experience. His prior roles include positions at UBS, Commerce Trust, Hillcrest Bank, and Wells Fargo. DHL Wealth Management LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, offering estate-planning referrals and educational seminars. The firm employs a long-term investment approach based on modern portfolio theory and manages assets through custodial services at Schwab Institutional and third-party managers when appropriate.

John Gordon is a financial advisor at Vaquero Private Wealth, Ltd. in Dallas, TX, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Syntal Capital Partners. Vaquero Private Wealth provides investment management and financial planning services to individuals, high-net-worth clients, and institutional accounts, utilizing a research-driven approach to construct diversified portfolios across public and private markets.

William Cirksena is a Series 66-licensed advisor at MDRN Capital with five years of industry experience. He previously worked at Cetera Advisor Networks and Enterprise Fleet Management. He is also involved in insurance sales, dedicating about 10% of his time to this activity. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and comprehensive financial planning through a multi-advisor team. The firm constructs portfolios using unaffiliated independent managers and low-cost mutual funds and ETFs, combining fundamental and technical analysis with ongoing oversight.

Edward Hoffman is a financial advisor at Sanders Morris LLC with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Merrill Lynch, Morgan Stanley, and Sanders Morris Harris. Outside of advisory work, he is the founder of FLY Holdings LLC, a men's grooming business. Sanders Morris LLC provides investment advisory and brokerage services to individuals, high net worth families, retirement plans, trusts, estates, corporations, and other entities. The firm primarily manages discretionary accounts through wrap‑fee programs and utilizes third‑party portfolio managers and model portfolios to implement diversified investment strategies tailored to client objectives and risk tolerance.

Amanda Sasko is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Strata Wealth Advisors, LLC. She has two years of industry experience, with prior roles at Exencial Wealth Advisors, True North Advisors, and Hedgefield Wealth. Strata Wealth Advisors is a team-based firm managing over $927 million in assets, offering investment management, financial planning, and retirement consulting services to individuals, trusts, estates, and institutional clients. The firm employs a tailored investment approach that includes diverse asset classes and utilizes technology platforms for client reporting and account management.

Carlos Esteve is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He has worked at First Dallas Securities Incorporated and Hodges Capital Management Inc. since 2023, and previously was employed by The Vanguard Group, Inc. and Huffines Communities. First Dallas Securities serves individual and institutional clients, including high-net-worth investors, trusts, estates, and charitable organizations. The firm emphasizes discretionary portfolio management with a focus on equity securities, combining fundamental and technical analysis to create portfolios tailored to client objectives.

Adyson Irvin is a financial advisor at Strata Wealth Advisors, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Strata, Irvin was associated with Captrust and McPherson Cellars, as well as holding roles in educational institutions including Texas Tech University and the University of Oklahoma. Strata Wealth Advisors provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including high-net-worth individuals, trusts, estates, and pension plans. The firm employs a fiduciary, tailored approach using a range of securities and integrates technology and AI tools in portfolio management and client reporting.

Tonyia Cleaver is a financial advisor at The Wealth Boutique in Dallas, TX, holding a Series 66 designation with six years of industry experience. She previously worked at Edward Jones for five years and spent 14 years with KXAS-TV - NBC Universal. In addition to her advisory role, she is a licensed insurance agent focusing on life, annuity, and health products. The Wealth Boutique is a team of seven advisors managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm offers holistic financial planning and discretionary portfolio management with a financial-planning-led, goals-based approach that incorporates both fundamental and technical analysis.

Hope Robinson is a CFP® at Penn Davis McFarland Inc. in Dallas, TX, with four years of industry experience. Prior to joining her current firm, she worked at RGT Wealth Advisors for three years and EY for two years. Penn Davis McFarland serves high-net-worth individuals, trusts, charitable organizations, and retirement plans, offering separately managed accounts and financial planning. The firm applies a fundamental, long-term investment approach focused on publicly traded equities, bonds, and cash equivalents, with portfolios typically concentrated and supplemented by occasional use of alternative instruments.

Elias Dragon is a CFP® and ChFC® credentialed advisor with 23 years of industry experience. He is currently with Main Street Retirement Planning, LLC, where he has worked since 2022. Prior to this, he was associated with MMWKM Advisors, LLC and Retirement Planners of America from 2011 to 2022, and he has maintained Dragon Financial Group since 2001. Dragon is also a licensed insurance agent. Main Street Retirement Planning, LLC provides discretionary portfolio management and financial planning services to individuals, high net worth clients, and institutional investors. The firm employs a tactical, trend-based investment approach using technical analysis and primarily manages client assets through SEI mutual funds, money market funds, and sweep accounts.

Jacob Boen is a financial advisor with GDS Wealth Management in Flower Mound, TX. He holds Series 63 and Series 66 designations and has three years of industry experience. Before joining GDS Wealth Management in 2026, he worked at Farther Finance and Fidelity Investments, among other firms. Prior to his career in finance, he held various roles outside the industry. GDS Wealth Management is a multi-advisor firm serving individual and high-net-worth clients with financial planning, consulting, and investment management services. The firm employs model portfolios guided by research from Raymond James, focusing primarily on asset allocation and discretionary portfolio management.

Lane Moore is a financial advisor at Sanders Morris LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sanders Morris Harris since 2016, following a prior role at J.P. Morgan Securities. 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. The firm offers portfolio management through wrap-fee programs, financial planning, retirement plan investment management, brokerage, underwriting, and insurance placement, utilizing both discretionary and non-discretionary strategies across a range of asset classes.

William Moore is a CFP® professional at Versant Capital Management, Inc. in Dallas, TX, with one year of industry experience. Prior to joining Versant, he held positions at Tolleson Wealth Management, Simmons Bank, and several other firms. Versant Capital Management serves high-net-worth individuals, families, institutional, and charitable clients, providing discretionary and non-discretionary portfolio management, comprehensive wealth management, and family office services. The firm builds diversified portfolios tailored to client-specific investment policies and incorporates a range of investment vehicles, including third-party mutual funds and alternative investments.

Bryce Chastain is a CFP® professional with 12 years of industry experience, currently serving at CFO4Life. He has worked with CFO4Life Group, LLC since 2017 and Ausdal Financial Partners since 2013. Outside of his advisory role, he provides tax preparation and business consulting services through LMBC II. CFO4Life offers comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm employs diversified asset allocation models and ongoing portfolio monitoring, utilizing institutional research and technology to tailor solutions to client objectives.