Kenneth Painter is a CFP® professional with 24 years of industry experience, currently serving at Strata Wealth Advisors, LLC since 2017. His prior experience includes roles at Mutual Securities, Inc. and Lincoln Financial Advisors. Outside of financial advising, he is president of Education Without Borders, a charity focused on educational projects for underprivileged individuals. Strata Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and institutional clients. The firm employs a tailored investment approach that includes equities, fixed income, mutual funds, ETFs, options, and alternative investments, supported by technology platforms and sub-advisors.

Joseph Dowdall is a CFP® with 18 years of experience in the financial industry. He has been with Worth Asset Management since 2021 and previously worked for MMWKM Advisors, LLC for 10 years. In addition to his advisory role, he works as an independent insurance agent, focusing on the marketing and sales of traditional insurance products. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm uses a combination of security analysis methods and works with outside managers and sub-advisors, while offering financial planning and insurance-related advice.

Austin Garron is a financial advisor at Peak American Investment Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fisher Investments, Cetera, and New York Life prior to joining Peak American. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary wealth management and comprehensive financial planning, integrating tax strategy and insurance coordination into retirement and income planning. The firm uses a combination of technical and fundamental analysis to construct portfolios and offers referrals to CPAs and estate attorneys as part of its service model.

Miguel Rundstrom Holguin is a financial advisor at QuadCap Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has worked at several firms including Exencial Wealth Advisors prior to joining QuadCap. QuadCap Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing investment management, financial planning, family office coordination, and trustee services. The firm uses a combination of third-party research, AI-enabled estate planning tools, and integrated tax preparation to tailor strategies to clients' goals and needs.

Monica Sipes is a CFP®-certified financial advisor with 15 years of industry experience. She currently works at QuadCap Wealth Management, LLC, joining the firm in 2024 after nine years at Exencial Wealth Advisors. QuadCap Wealth Management provides investment management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm combines traditional advisory services with AI-enabled platforms for estate planning and integrates tax preparation into its service offerings.

Richard Adkisson is a financial advisor with Crescent Advisor Group, Inc. in Plano, TX, holding a Series 65 designation and bringing 19 years of industry experience. He has been with Crescent Advisor Group since 2006 and is also a member of Greenbrier Associates LLC, where he provides real estate consulting related to non-publicly owned real estate. Crescent Advisor Group, Inc. serves a diverse client base including individuals, families, high-net-worth clients, and institutional investors, offering financial planning, portfolio management, and pension consulting. The firm employs a combination of technical and fundamental analysis across various investment strategies and integrates affiliated business lines such as brokerage and insurance services.

Eduardo Gandara is a financial advisor at Consilium Wealth Advisory, LLC with a Series 65 credential and two years of industry experience. Prior to joining Consilium Wealth Advisory, he worked at Ecentria and has held positions outside the financial industry, including roles at Stephen F. Austin State University and Lamps Plus. Consilium Wealth Advisory is a fee-based investment management and wealth advisory firm serving individuals, high-net-worth clients, and corporate entities. The firm offers comprehensive financial planning and portfolio management, utilizing both quantitative and qualitative analysis to build investment strategies, including a discretionary equity-focused approach balanced between value and growth.

Porter Ozanne III is a financial advisor at Probity Advisors, Inc. in Dallas, TX, holding the ChFC® designation with 26 years of industry experience. He has been with Probity Advisors since 2002 and is also involved with FA Holdings, Inc., a technology services company providing data analytics and integration services. Additionally, he operates a life insurance agency as a sole proprietor. Probity Advisors, Inc. offers discretionary portfolio management, financial planning, annuity allocation, consulting, and retirement plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm employs an investment approach that integrates active stock selection, fixed-income management, tactical ETF allocation, and quantitative rebalancing tailored to clients’ objectives and risk profiles.

Kelley Schubert is a CFP® with 26 years of industry experience, currently serving at Corus Family Wealth Advisors, Inc. in McKinney, TX. She has held leadership roles in multiple oil and gas exploration partnerships and maintains an affiliated accounting practice, Kelley J. Schubert, P.C. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, utilizing a long-term, asset-allocation approach grounded in modern portfolio theory. The firm typically employs diversified portfolios of ETFs and institutional mutual funds, with access to a broad range of asset classes including private credit, private real estate, and oil and gas partnership interests.

Joshua Dunham is a financial advisor at TFR Capital with 22 years of industry experience. He holds the Series 66 designation and has previously worked at SCF Securities, Inc. and SCF Investment Advisors, Inc. In addition to his advisory role, he is president and owner of JD FINCO Inc., a consulting and programming business. TFR Capital is a registered investment adviser serving individuals, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers personalized financial planning, discretionary investment management, and retirement-plan advisory services, employing a mix of fundamental, quantitative, and technical analysis to implement primarily long-term strategies tailored to client needs.

Jeffrey Weathers is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Guidestone Advisors in Dallas, TX. He has been with GuideStone Financial Services since 2014. GuideStone Advisors, LLC 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 manages approximately $1.59 billion in discretionary assets and employs model portfolios and discretionary management with a faith-based investing policy.

Kira La Sage is a financial advisor at Lemnis Capital with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Equitable Advisors, LLC. Outside of financial advising, she is employed as a painter at La Sage Contracting Services. Lemnis Capital is an SEC-registered advisory firm managing approximately $97.9 million for around 352 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and direct indexing solutions to individuals, retirement plans, trusts, and other entities, utilizing both model portfolios and customized asset-allocation strategies.

Eric Reed is a financial advisor at Quartz Partners Investment Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services, New York Life Insurance Co, and NYLife Securities. Reed is co-founder and managing partner of Audible Financial Group LLC and Audible Consulting LLC, where he provides insurance and financial services and mentors insurance agents. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm combines top-down macro analysis and bottom-up stock selection, maintaining ongoing portfolio monitoring and rebalancing through an investment committee.

Morris Williams is a financial advisor with RTW Financial Advisors Inc in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with RTW Financial Advisors since 1991 and is also affiliated with Momentum Independent Network Inc since 1998. Outside of his advisory work, Williams serves on the executive committee and board of directors of Dallas Summer Musicals, a nonprofit musical theatre organization. RTW Financial Advisors provides investment management, financial planning, retirement plan advisory, and performance measurement services to individuals, high net worth clients, estates, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a fundamental analysis-driven, long-term portfolio construction approach tailored to client objectives, tax situations, liquidity needs, and risk tolerances, managing approximately $581 million for around 178 clients.

Alejandro Sierra is a financial advisor at SWBC Investment Company with 14 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at J.P. Morgan Securities LLC and Money Concepts Capital Corp. SWBC Investment Company provides investment advisory services to individuals, including high-net-worth clients, as well as banking institutions, charities, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, and private fund management, utilizing internal teams and sub-advisers to implement tailored investment strategies.

Joshua Davis is a financial advisor at Moss, Luse & Womble, LLC with one year of industry experience. He holds a Series 65 designation and has previous work experience at East Texas Baptist University and Tapestry of Grace Prep School. Moss, Luse & Womble, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering fee-based discretionary portfolio management, financial planning, pension consulting, and accounting and payroll services. The firm employs a tactical allocation approach using proprietary risk models and primarily invests in exchange-traded funds and mutual funds to tailor portfolios to client objectives.

Jason Morton is a financial advisor at Vaquero Private Wealth, Ltd. in Dallas, TX, holding the CFP®, CFA®, and Series 63 designations with 12 years of industry experience. His prior roles include positions at Northern Trust and Shamrock Asset Management LLC. Vaquero Private Wealth is an independent advisory firm serving individuals, corporations, trusts, estates, donor-advised funds, retirement plans, and insurance company clients. The firm provides discretionary investment management and personalized financial planning, constructing customized, tax-aware portfolios that combine public and private investments across multiple asset classes.

James Bassett is a financial advisor with Peak American Investment Advisors, Inc. in Plano, TX, holding a Series 65 designation and 11 years of industry experience. He has been with Peak American Investment Advisors since 2015 and is also involved with Peak American Financial Group, Inc. and Alpha Total Solutions, LLC, a software design and real estate company. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning. The firm combines technical and fundamental analysis in portfolio construction and integrates tax strategy and insurance coordination in retirement and income planning.

Kimberly Abmeyer is a CFP® and CFA® with 25 years of industry experience. She is currently with Ascentis Asset Management, LLC in Dallas, TX, and has held positions at Sanders Morris Harris LLC, Fuller Wealth Management, and Raymond James & Associates. Outside of her advisory work, she is an independent wine consultant. Ascentis Asset Management provides sub-advisory portfolio modeling and signaling services to other investment advisers and Unified Managed Account program sponsors. The firm focuses on constructing model portfolios and delivering implementation guidance through discretionary or non-discretionary arrangements.

William Litton is a financial advisor at Lexington Hill Partners, LLC in Dallas, TX, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has worked at Lexington Hill Partners since 2019 and previously at Cypress Point Wealth Management LLC from 2014 to 2019. Lexington Hill Partners provides wealth management and investment advisory services to individuals and high-net-worth families, including trusts and corporate entities. The firm focuses on long-term, diversified portfolios with discretionary management and offers concierge-style consulting for complex family financial needs.