Etai Groff is a financial advisor with Delos Private Client Group, LLC in Dallas, TX, holding a Series 65 credential and three years of industry experience. His prior work includes roles at Delos Wealth Advisors, Waldron Private Wealth, Northwestern Mutual, and Mercedes Advisors LLC. Delos Private Client Group provides discretionary portfolio management, financial planning, pension consulting, and third-party manager selection for individuals, pension plans, and charitable organizations. The firm offers an Institutional Research subscription delivering macroeconomic commentary and asset-allocation recommendations for wealth advisors, hedge funds, pensions, foundations, and family offices.

Ariana Marek is a financial advisor at Beacon Financial Group in Dallas, TX, with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill, Bank of America, and Apex Fintech Solutions prior to joining Beacon Retirement Planning Services Inc. Ariana’s background includes roles in both financial services and education. Beacon Financial Group provides wealth management, financial planning, and retirement and trust consulting to individuals, high-net-worth clients, and institutions. The firm employs a combination of fundamental, technical, and cyclical analysis to customize portfolios according to client goals and risk tolerance.

Carson Wright is a CFP® professional with one year of industry experience, currently serving at Cypress Point Wealth Management, LLC since 2022. Based in Dallas, TX, he is part of a four-advisor team. Prior to joining Cypress Point, he was a student from 2013 to 2022. Cypress Point Wealth Management serves high-net-worth individuals, families, trusts, and family office clients, offering financial planning, discretionary investment management, family office services, and private fund-related advisory and administrative services. The firm employs a long-term, low-turnover investment approach focused on diversified, balanced portfolios with an emphasis on asset allocation, tax efficiency, and the use of independent managers and private funds.

John Campbell is a financial advisor with Benefit Financial Services Group and holds Series 63 and Series 65 licenses. He has 21 years of industry experience and has been with Benefit Financial Services Group since 2007. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, institutional pension consulting, and tax preparation services, focusing on diversified, outcome-oriented portfolios that may include ESG strategies and cryptocurrency exposure with client consent.

Craig Hodges is a financial advisor with First Dallas Securities Incorporated and holds Series 63 and Series 65 credentials. He has 39 years of industry experience, including 37 years with First Dallas Securities and 28 years running Hodges Capital Management Inc. Hodges serves on the board of a privately held technology company and participates in local nonprofit organizations including the YMCA of Metropolitan Dallas Investment Foundation Committee and the North Texas Crime Commission. First Dallas Securities serves individual, high-net-worth, and institutional clients through discretionary portfolio management and related advisory services. The firm emphasizes domestic equity securities and employs a combination of fundamental and technical analysis to guide investment decisions.

Justin Elovitz is a financial advisor at Lemnis Capital with one year of industry experience. He holds a Series 66 designation and has previously worked at Innovation Partners LLC and Equitable Advisors, LLC. Prior to his financial services career, he held various roles including at Bent Tree Country Club and several educational institutions. Lemnis Capital is an SEC-registered advisory firm managing approximately $97.9 million for about 352 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and direct indexing solutions, serving individuals, retirement plans, trusts, and other entities through a combination of model portfolios and customized asset-allocation strategies.

Lynn Hebert is a CFP®-designated financial advisor at Perryman Financial Advisory, Inc. in Dallas, TX, with four years of industry experience. Prior to joining Perryman, Hebert worked for eight years at Lufkin Independent School District. Perryman Financial Advisory, Inc. is an SEC-registered investment adviser with a six-advisor team managing approximately $796 million for individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan services, utilizing a combination of fundamental and technical analysis alongside ongoing portfolio monitoring and rebalancing.

Jane Murphy is a financial advisor at Tandem Wealth Advisors in Dallas, TX, holding Series 63 and Series 65 licenses with six years at Tandem and a total of 16 years in the industry. Prior to joining Tandem, she spent ten years at Acceleration Retirement LLC. She is a 50% owner of Acceleration Retirement LLC, where she is involved in lead generation and consulting. Tandem Wealth Advisors is an employee-owned SEC-registered investment adviser that provides discretionary investment management and financial planning to individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm employs a combined top-down and bottom-up research approach to build diversified portfolios emphasizing ETFs, individual equities, and investment-grade fixed income.

Susan Sylvest is a financial advisor at Murphy & Sylvest with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has led Sylvest Advisors, LLC since 2013. Murphy & Sylvest provides portfolio management, financial planning, and project-based consultations to individuals, high-net-worth clients, and charitable organizations. The firm employs a strategic asset allocation approach grounded in modern portfolio theory and uses multiple analytical methods to select investments, reviewing client accounts at least annually.

Kimberly Atchley is a financial advisor at Guidestone Advisors in Dallas, TX, with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at GuideStone Financial Resources, Wells Nelson & Associates, LLC, and TAYLOR STEPHENS, Inc. Outside of her advisory role, she works part-time helping with pizza delivery and restaurant support. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm offers a range of programs that incorporate affiliated GuideStone Funds within a faith-based investing framework and integrates model portfolios with third-party investment options.

Ryan Mckee is a financial advisor at McElhenny Sheffield Capital Management, LLC in Dallas, TX, holding a Series 65 designation with 16 years of industry experience. He has been with McElhenny Sheffield Capital Management since 2016. McElhenny Sheffield Capital Management provides investment management and financial planning services to individuals, high-net-worth clients, businesses, and institutional retirement plans, employing a rules-based investment approach focused on tactical ETF strategies guided by proprietary quantitative models and risk controls. The firm also acts as a sub-adviser to other advisers and manages an actively traded ETF.

Ryan Wood is a CFP® with 15 years of industry experience. He currently serves at Lemnis Capital and Innovation Partners LLC and previously worked at Equitable Advisors and Axa Advisors. 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 for individuals, retirement plans, and trusts, using both model portfolios and customized strategies.

John Hea is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Ackerman Capital Management in Dallas, TX since 2010. He is also the managing member of AMONKEYS, LLC, a marketing business where he designs logos and apparel sold through his fishing club. Ackerman Capital Management provides investment advisory services to individuals, families, charitable entities, corporations, and retirement plans through separately managed accounts and pooled investment vehicles. The firm employs written investment policies and typically uses exchange-traded funds and no-load mutual funds, while also sponsoring private investment partnerships that include municipal fund exposures and multi-strategy digital-asset funds.

Niko Puritz is a CFP® professional at Ascentis Wealth Management, LLC in Dallas, TX, with seven years of industry experience. His prior roles include positions at Fidelity Investments and Veracity Capital LLC. Ascentis Wealth Management advises individuals, including high-net-worth clients, as well as institutional and corporate clients, providing financial planning, retirement plan consulting, and both discretionary and non-discretionary investment management. The firm uses tailored, goal-oriented strategies that incorporate strategic and tactical asset allocation across multiple asset types and manages approximately $595 million in assets.

Robert Williams is a financial advisor at Guidestone Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GuideStone Financial Resources, TD Ameritrade, Kforce Inc., Main Street Hub, and East Texas Baptist University. Guidestone Advisors 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 employs model portfolios and discretionary management, applying a faith-based investing policy and offering several packaged programs such as GuideStone Wealth Management and GuideStone Personal Advisory Services.

Robert Felty is a financial advisor with Penn Davis McFarland Inc. in Dallas, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Penn Davis McFarland since 2012. 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’s investment process focuses on fundamental analysis and a long-term orientation, serving primarily high-net-worth clients with relatively concentrated portfolios.

Steven Garvin is a financial advisor with ISC Advisors, Inc. in McKinney, Texas, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at ISC Advisors since 2013 and previously led Garvin Investment Group, LLC and Garvin Financial Group, Inc. He is also affiliated with Institutional Securities Corp, where he has been active since 2000. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients, offering financial planning, portfolio management, pension consulting, and educational services. The firm manages approximately $1.54 billion in assets, utilizing model portfolios that range from Conservative Income to Aggressive Growth and employs mutual funds and ETFs in its investment approach.

Jesse Hauptrief is a financial advisor at McElhenny Sheffield Capital Management, LLC with 28 years of industry experience. He has worked at McElhenny Sheffield since 2017 and previously spent six years at Resource Wealth Management. Additionally, he is a self-employed life and health insurance agent, a role he has maintained since 1976. McElhenny Sheffield Capital Management provides investment management and financial planning primarily to individuals, high-net-worth clients, businesses, and institutional retirement plans. The firm employs a rules-based, tactical ETF strategy focused on trend-following and momentum through proprietary quantitative models updated daily, and it also serves as a sub-adviser to other advisers and an actively managed ETF.

Brooks Blagg is a financial advisor at Strata Wealth Advisors, LLC in Dallas, TX, holding a Series 65 designation. He has been with Strata since 2025 and has prior experience at Hartmann Taylor Wealth Management and educational roles at Texas A&M University, Memorial High School, and Staley Middle School. Strata Wealth Advisors serves individuals, trusts, estates, and retirement plans through investment management, financial planning, and retirement-plan consulting. The firm employs a fiduciary, tailored approach across various asset classes and utilizes technology, AI controls, and third-party platforms to support portfolio management and client reporting.

Marshall Ozanne is a CFP® with 23 years of industry experience. He is currently with Probity Advisors, Inc. in Dallas, TX, where he has worked since 2023. Prior to that, he spent 18 years at Woodbury Financial. Outside of his advisory role, he serves as president of Ozanne Financial Services, LLC, which provides insurance product sales and consulting to RIAs. Probity Advisors, Inc. offers discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporations. The firm combines active stock selection and fixed-income management with ETF-based tactical allocation and quantitative rebalancing, tailoring portfolios to clients’ objectives and risk tolerances.