Trevor Bryant is a CFP® and CFA® with 16 years of industry experience. He has been with Westshore Wealth since 2016, where he works as part of a seven-advisor team based in Dallas, TX. Westshore Wealth provides portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs both traditional and active investment strategies, including derivatives and alternative assets, to tailor portfolios to client-specific goals and risk tolerances.

Jack Hankins is a financial advisor at ISC Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been affiliated with Institutional Securities Corporation and ISC Group, Inc. since 1998. Hankins serves as treasurer of an investment club and sits on the board of directors for the Child Abuse Prevention Center of Dallas. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and institutional clients, offering financial planning, portfolio management, pension consulting, and participant education. The firm manages approximately $1.54 billion in assets and employs model portfolios using mutual funds and ETFs, with oversight by an Investment Committee and options for third-party sub-advisors.

Isaak Mc Guire is a Series 66-licensed financial advisor at Guidestone Advisors with three years of industry experience. He previously worked at Goldman Sachs and Northwestern Mutual before joining GuideStone Financial Resources. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes model portfolios that incorporate affiliated GuideStone Funds alongside third-party options and applies a faith-based investing policy.

Anant Jain is a CFP® professional with 28 years of industry experience, currently serving at Financial Management Strategies, Inc. and Cetera Wealth Services, LLC. He has been with Financial Management Strategies since 2011 and has maintained a role at Cetera Wealth Services since 2013. Outside of his advisory work, Jain is involved with the Dallas Indian Lions Club as a consultant to the board and serves as a corporate agent for the Jain Society of North Texas, advising its executive committee on history and traditions. Financial Management Strategies, Inc. manages approximately $619.5 million in assets and offers portfolio management, retirement-plan advisory, financial planning, and consulting services. The firm serves individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans, utilizing a range of analysis methods and model portfolios with ongoing monitoring and annual reviews.

Robert Ogden is a financial advisor at Penn Davis McFarland Inc. with 38 years of industry experience. He has been with Penn Davis McFarland since 1986. Penn Davis McFarland is an independent, fee-only investment adviser managing separately managed accounts for individuals, trusts, charitable organizations, and retirement plans, generally on a discretionary basis. The firm employs a fundamental analysis-driven, long-term investment approach with relatively concentrated portfolios and serves primarily high-net-worth clients.

Kristen West is a financial advisor at Gerald Baker Financial Group, L.L.C., dba Baker Financial Services, with two years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at GRB Financial LLC and in the hospitality industry. Gerald Baker Financial Group provides portfolio management, financial planning, and advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $833.2 million in assets for about 374 clients, focusing on capital preservation and a long-term, asset-allocation investment approach.

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.

Timothy Allin is a financial advisor at GDS Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked at Norman Window Fashions and Shoppa's Material Handling. GDS Wealth Management serves individual and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets across a multi-advisor team, utilizing model portfolios based on Raymond James research to allocate investments across various asset classes.

Jean Keener is a Certified Financial Planner (CFP®) with 17 years of experience, currently serving at Keener Financial Planning since 2008. She holds the Series 65 designation and acts as Vice President of the board of GPN Alliance, Inc., which owns the Garrett Planning Network, LLC. Keener Financial Planning advises individuals, trusts, small businesses, and retirement plans, focusing on retirement planning through modular financial planning and investment management. The firm employs a long-term, cost-aware investment approach, primarily using low-cost index mutual funds and ETFs, and offers fee-only services via hourly, flat-fee, or retainer arrangements.

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.

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.

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.

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.

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.

Jeffrey Mccain is a financial advisor with Trinity Portfolio Advisors, LLC in Southlake, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Trinity Portfolio Advisors since 2009 and also maintains a role with MassMutual Life Insurance Company since 2006. Outside of advising, Mccain serves on the boards of Teen Life, Inc. and Wise County Christian Counseling, both nonprofit organizations. Trinity Portfolio Advisors operates as a team of eight advisors providing financial planning, consulting, and investment management services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a risk-aware, probability-based investment approach that integrates multiple analytical techniques and leverages technology and independent managers to implement its strategies.

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.

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.