Chase Gerald is a CFP® with four years of industry experience, currently advising at Dew Wealth Management in Dallas, TX. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, Allstate Insurance, and New York Life Insurance. He also has experience as an insurance agent. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management across multiple offices.

Howard Chen is a financial advisor at WealthStar Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise and Concordius Capital Advisors, prior to joining WealthStar Advisors in 2013. Chen also works as an independent contractor with the UFC, selling fixed products and insurance. WealthStar Advisors provides investment advice and financial planning to individuals, high-net-worth clients, and small business owners. The firm employs a customized, quantitatively informed approach using client questionnaires, optimization models, and incorporates derivatives and long-dated options as part of its portfolio management strategies.

Johnny Borrelli is a financial advisor at Crescent Advisor Group, Inc. with nine years of industry experience and holds a Series 66 designation. He has worked at multiple firms, including Realta Investment Advisors, Inc. and Concorde Asset Management. Outside of his advisory role, Borrelli serves as COO of Access VA Benefits, an organization assisting veterans with disability claims. Crescent Advisor Group, Inc. provides financial planning and portfolio management to a diverse client base, including individuals, families, high-net-worth clients, and institutional investors. The firm employs a combination of technical and fundamental analysis and offers a range of investment strategies alongside due diligence and monitoring of sub-advisers.

Kenichi Shoji is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at View Capital RIA, LP since 2017. Prior to that, he worked at Stissing Lake Advisors from 2015 to 2017. Shoji is a director of Clear Markets North America, Inc., and an advisory board member of Active Allocator Holdings, LLC, both private companies where he contributes outside of regular business hours. View Capital RIA provides investment advisory and consulting services to individual, high-net-worth, and institutional clients through programs focused on advisory, financial planning, and investment consulting. The firm emphasizes portfolio construction via independent asset managers and routinely manages pooled investment vehicles to offer clients access to private equity, direct debt, and energy opportunities.

Chasity Chavez is a CFP® professional with three years of experience at Howard Financial Services, Ltd. She joined the firm in 2023 and previously worked at Money Concepts and Tru by Hilton. 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 uses a strategic asset allocation approach combined with fundamental, technical, and quantitative analysis to construct and monitor client portfolios.

Benjamin Campbell is a financial advisor at Lemnis Capital in Richardson, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Lemnis Capital, he worked at Equitable Advisors and Innovation Partners LLC. Outside of financial advising, his background includes roles in various industries such as printing and delivery services. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and institutional clients. The firm offers discretionary and non-discretionary portfolio management using model portfolios and customized asset allocations, supported by third-party platforms and strategists.

Gregory Mangelsdorf is a CFP® professional with nine years of industry experience. He has worked at Howard Financial Services, Ltd. since 2019 and previously held roles at Atlas Wealth Advisors LLC and WFG Advisors, LP. He is based in Dallas, TX. Howard Financial Services, Ltd. is a fee-only wealth management firm serving high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm offers personalized investment management and financial planning, typically implementing strategic asset allocation across multiple asset classes and managing most client accounts on a discretionary basis.

Kathryn Hunteman is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding the ChFC® designation and Series 63 and 65 licenses. She has 31 years of industry experience, including roles at Institutional Securities Corp and State Farm. Hunteman also provides financial services training through Focus Tracks, offering education on life and health insurance, bank products, and mutual funds. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients with financial planning, portfolio management, pension consulting, and participant education. The firm offers a proprietary managed-account program and collaborates with sub-advisors while overseeing model portfolios ranging from Conservative Income to Aggressive Growth.

Derek Childs is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Howard Financial Services, Ltd. since 2009. The firm is a fee-only wealth management company that serves high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. Howard Financial Services offers personalized investment management and financial planning, typically implementing strategic asset allocation across multiple asset classes and managing most client accounts on a discretionary basis.

Frank Wilson is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation and 10 years of industry experience. He has worked at Institutional Securities Corp and ISC Advisors since 2017 and held prior roles at Bank of America and Merrill. Outside of his advisory work, Wilson is involved in several business ventures including co-owning a jewelry design business and serving as membership chair for a regional business networking group. ISC Advisors, Inc. serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, and various institutions, managing over $1.6 billion in assets through a team of 27 advisors. The firm offers comprehensive portfolio management and financial planning services, employing an investment approach that includes discretionary and non-discretionary management, diverse model portfolios, and third-party sub-advisors.

Mikayla Born is a financial advisor at Lemnis Capital with seven years of industry experience. She holds a Series 66 designation and previously worked at Equitable Advisors and AXA Advisors. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management, using model portfolios and customized asset allocation, and provides subscription-based financial planning memberships along with retirement plan consulting and participant education.

Bonnie Chadwick is a financial advisor at Paratus Financial, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 30 years of industry experience. She has been with Paratus Financial since 2004. Paratus Financial provides comprehensive, custom financial planning and portfolio management primarily for high-net-worth individuals, families, trusts, estates, retirement plans, endowments, corporations, and charitable organizations. The firm employs a long-term, fundamental investment approach focused on buy-and-hold strategies, combining fiduciary investment advice with in-house tax expertise.

Spiro Nanakos is a financial advisor at Golden Eagle Capital Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. since 2022. Nanakos also serves as Director of Consulting Services at JHME Real Estate Advisors, where he oversees construction monitoring and technical due diligence for real estate projects. Golden Eagle Capital Advisors is an SEC-registered investment adviser that provides portfolio management, retirement plan consulting, and fiduciary services to individuals, trusts, estates, and business entities. The firm employs fundamental and technical analysis, manager due diligence, and periodic rebalancing in its asset management programs, serving both U.S. and non-U.S. clients.

Jaime Palmer Jr. is a financial advisor at View Capital RIA, LP with 27 years of industry experience. He has been with View Capital since 2006 and previously worked at Vca Securities, LP. Outside of his advisory role, he is involved with Blue Jay Wireless, LLC as a consultant and shareholder, and serves as a manager and board member for Alive Fitness and Wellness Group. View Capital RIA provides investment advisory and consulting services to individual, high-net-worth, and institutional clients. The firm emphasizes manager selection and oversight, offers both discretionary and non-discretionary accounts, and frequently forms pooled investment vehicles to access private equity and other alternative opportunities.

Deborah Good is a CFP® professional with 11 years of industry experience. She has been with Clare Market Investments, LLC since 2014. Clare Market Investments provides discretionary investment management, financial planning, and selection 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, and manages approximately $556 million in discretionary assets.

Sharon Berry is a financial advisor at ISC Advisors, Inc. in Dallas, TX, holding the ChFC® designation and Series 63 license with 33 years of industry experience. Her prior roles include positions at Frost Investment Services and Frost Brokerage Services Inc. She has been with ISC Advisors and Institutional Securities Corp since 2021. ISC Advisors, Inc. serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services, managing approximately $1.54 billion in assets with a variety of model portfolios and a proprietary managed-account program.

Charmagne Darabadey is a financial advisor with First Dallas Securities Incorporated, holding a Series 66 designation and seven years of industry experience. She worked at Envestnet Inc. from 2014 to 2018 before joining First Dallas Securities, where she has been since 2018. Outside of her advisory role, she is involved with Tinderwealth, a startup focused on developing an app that connects advisors with clients and facilitates account openings and portfolio investments. First Dallas Securities serves individual, high-net-worth, and institutional clients, including trusts, estates, retirement plans, and banking institutions, through discretionary portfolio management. The firm emphasizes domestic equity securities with a blend of fundamental and technical analysis and manages approximately $335.7 million in discretionary assets across 253 client relationships.

David Evaul is a financial advisor at Crescent Advisor Group, Inc. based in Plano, TX, holding a Series 65 designation with 20 years of industry experience. He serves as general counsel to USSSA and is president of 300 Resources, Inc., both roles outside the investment industry. 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 employs a combination of technical and fundamental analysis and offers a range of investment strategies, supported by a network of affiliated business lines and professionals.

Juan Martinez Sr. is a financial advisor with Crescent Advisor Group, Inc. holding Series 63, 65, and 66 licenses and 27 years of industry experience. He has served as a professor at Dallas College since 2007. Martinez also holds an officer position with The 3525 Condominium, a nonprofit organization, where he oversees budgeting and financial obligations. Crescent Advisor Group provides financial planning and portfolio management services to a diverse client base, including individuals, families, institutions, and non-profits. The firm employs a combination of technical and fundamental analysis and offers a variety of investment strategies, supported by a network of affiliated business lines and professionals.

Erika Howell is a CFP® and holds a Series 66 license, with three years of industry experience. She has worked at Moss, Luse & Womble, LLC since 2025 and previously held roles at Ausdal Financial Partners, INC and CFO4Life. Moss, Luse & Womble serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides fee-based portfolio management, financial planning, and pension consulting, managing client portfolios on a discretionary basis through tactical allocation primarily using exchange-traded funds and mutual funds, supported by proprietary risk-profile investment models and fundamental analysis.