Clive Blowers is a CFP® with 33 years of industry experience, currently with ISC Advisors, Inc. in Dallas, TX. His prior roles include positions at Wells Fargo Clearing and Chase Investment Services Corp. He also owns Weybridge Wealth Management LLC. ISC Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering portfolio management, financial planning, and pension consulting, with investment decisions guided by an internal committee and a variety of advisory programs.

Victoria Areingdale is a CFP® professional with 11 years of industry experience, currently serving as an advisor at CFO4Life. Her prior roles include positions at Ausdal Financial Partners, USAA investment and financial advisory firms, and Charles Schwab Co. She is also involved in assisting advisors with client-related planning activities through CFO4LIFE, LLC. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities by providing comprehensive financial planning, discretionary investment management, retirement plan advisory, and cash-management solutions. The firm emphasizes diversified asset-allocation models across a range of investment vehicles and typically manages accounts on a discretionary basis while offering participant education and corporate financial wellness programs.

Justin Anderson is a financial advisor with GDS Wealth Management in Flower Mound, TX. He holds a Series 65 designation and has been with GDS since 2026. Prior to joining the firm, he held positions in various industries including home maintenance and restoration, and worked in education at Brigham Young University - Idaho. GDS Wealth Management provides financial planning, consulting, and investment management services to individual clients, including high-net-worth households. The firm manages approximately $1.8 billion in assets through a team of 22 advisors and utilizes model portfolios developed with research from Raymond James, focusing primarily on asset allocation.

Daniel Gibson is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has worked at Driftmark Capital, Rockefeller Financial LLC, Bank of America, and Merrill before joining MSH Capital Advisors and its affiliated broker-dealer M.S. Howells & Co. in 2025. Outside of his advisory role, he owns and manages a short-term rental property in Mena, Arkansas. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm utilizes a network of independent IARs who offer tailored advice and access to specialized strategies through unaffiliated sub-advisers, supported by third-party technology platforms and custodians.

Stephen Shipley is a financial advisor with Cottonwood Capital Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Commonwealth Financial Network before joining Cottonwood Capital in 2023. Shipley is a co-owner and managing partner of Cottonwood Ventures, LLC, which operates securities, advisory, and insurance businesses. Cottonwood Capital Advisors provides financial planning, retirement-plan consulting, and discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm offers a broad range of investment products and sponsors special purpose vehicles to facilitate client investments in pooled vehicles, blending advisor-led portfolio construction with model portfolios and asset-allocation strategies.

Ryan Shea is a CFP® with 10 years of experience in the financial services industry. He currently advises at Apeiron and has held positions at firms including Merrill, Bank of America, Fidelity Investments, and Charles Schwab. Apeiron provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, churches, and institutional clients. The firm employs a holistic, discretionary approach to portfolio management, utilizing fundamental and technical analysis alongside various third-party programs, and manages approximately $852 million in client assets.

Rodney Madden is a financial advisor with Madden Asset Management based in Dallas, TX, holding Series 63 and Series 66 licenses and offering 24 years of industry experience. He has worked at Cumberland Hill Capital Management, LLC since 2006 and has been with Madden Asset Management since 2002. Outside of his advisory role, he serves as managing director and general partner in multiple non-investment related business ventures, including several Ironwood Funding Management entities and ownership interests in two LLCs. Madden Asset Management provides discretionary and non-discretionary investment supervisory services and consulting to individuals, corporations, trusts, estates, foundations, and other organizations. The firm employs a client-specific approach to asset allocation across equities, fixed income, cash, and alternatives, using both fundamental and technical analysis and offering various implementation strategies.

Tyler Kastner is a financial advisor at ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation with nine years of industry experience. Prior to joining ISC Advisors, he worked at Merrill Lynch Wealth Management. ISC Advisors, Inc. serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, foundations, and other U.S. and international institutions. The firm offers portfolio management, financial planning, and pension consulting, managing approximately $1.6 billion in assets through a combination of discretionary and non-discretionary strategies overseen by an internal Investment Committee.

Mason Clark is a financial advisor with Howard Financial Services, Ltd. in Dallas, TX, holding a Series 65 designation and six years of industry experience. He has worked at Howard Financial Services since 2019 and previously held positions at Sullivan, Bruyette, Speros & Blayney, Texas Tech University, and Alamo Drafthouse Cinema. Howard Financial Services, Ltd. is a fee-only wealth management firm serving high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm provides personalized investment management and financial planning, typically using strategic asset allocation across multiple asset classes and managing most accounts on a discretionary basis.

Brian Chastain is a CFP® professional with 35 years of industry experience. He is currently affiliated with CFO4Life Group, LLC since 2017 and has been associated with Ausdal Financial Partners since 2012. Outside of his advisory role, he owns MGMT4Life, LLC, which provides management and supervisory services to his firm, and he also operates an aircraft through Fly4Life, LLC. 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 across various asset classes and utilizes institutional research and technology to tailor portfolios to clients’ objectives and risk tolerance.

Victoria Geiger is a financial advisor with GDS Wealth Management in Flower Mound, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at several firms including Raymond James Financial Services and Equitable Advisors. GDS Wealth Management serves primarily high-net-worth individual clients, managing approximately $1.8 billion in assets through a team of 22 advisors. The firm focuses on discretionary portfolio management and retirement-rollover guidance, implementing client portfolios using model allocations developed with research from Raymond James.

Kyle Phillip is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Guidestone Financial Resources since 2010. He holds Series 63 and Series 65 licenses and is based in Dallas, TX. GuideStone Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and high-net-worth clients. The firm manages approximately $1.59 billion in discretionary assets and implements client strategies primarily through model portfolios and discretionary management, applying a faith-based investing policy.

Kyle Elam is a CFA® charterholder with two years of experience at McElhenny Sheffield Capital Management and five years as a consultant for litigation and fraud examination. He has also worked at Aramanino LLP and operated his own consulting group. Based in Dallas, TX, Elam is part of a seven-advisor team at McElhenny Sheffield. McElhenny Sheffield Capital Management provides investment management and financial planning to individuals, high-net-worth clients, businesses, and institutional retirement plans using a rules-based, tactical ETF strategy driven by proprietary quantitative models. The firm is also involved in managing pooled investment vehicles, including an actively managed ETF, and serves as a sub-adviser to other advisers and platforms.

Charles Burford is a CFA® charterholder based in Dallas, TX, with 36 years of industry experience. He has worked at Burford Brothers, Inc. since 1984 and was previously with Hilltop Securities Independent Network, Inc. for 24 years. Burford Brothers, Inc. serves individual and high-net-worth clients, business owners, trusts, estates, and retirement plans, offering discretionary asset management, retirement plan consulting, third-party money manager recommendations, and financial consulting. The firm also provides multi-family office–style services through its Burford Caudle Family Capital division, employing a variety of investment strategies tailored to each client.

Sean Jabbar is a Series 65-licensed advisor with Partners Capital, LLC in Dallas, TX, where he has worked since 2026. He has no prior industry experience before joining the firm and holds a degree from Texas Christian University. Partners Capital, LLC provides portfolio management and advisory services to individuals, high-net-worth clients, and pooled investment vehicles. The firm manages approximately $40.3 million in assets, combining individualized financial planning with management of a private fund employing an opportunistic credit and equity strategy.

Carlos Garza is a financial advisor with ISC Advisors, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with ISC Advisors since 2016 and also works with Institutional Securities Corp, where he has been employed since 2000. Outside of his advisory roles, he is the managing member of Garza Financial Group, LLC. ISC Advisors, Inc. serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients, offering financial planning, portfolio management, pension consulting, and participant education. The firm manages approximately $1.54 billion in assets and utilizes model portfolios overseen by an Investment Committee, combining mutual funds and ETFs with sub-advisor partnerships.

Paden Demuth is a financial advisor at DHL Wealth Management LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Paycom and Peak American Investment Advisors, Inc. In addition to his advisory role, he is licensed to sell insurance with American Senior Benefits. DHL Wealth Management provides portfolio management and financial planning services primarily to individual and high-net-worth clients, emphasizing modern portfolio theory and long-term trading. The firm creates individualized Investment Policy Statements and offers estate-planning referrals, educational seminars, and uses custodial services at Schwab Institutional alongside third-party managers.

Scott Hammel is a CFP® with 18 years of industry experience, currently serving as an advisor at Apeiron since 2017. He previously worked at WFG Investments Inc from 2010 to 2017. Hammel also acts as an independent insurance agent and may sell insurance products he recommends to clients, which accounts for about 10% of his time. Apeiron RIA manages approximately $730 million for a diverse client base, including individuals, trusts, retirement plans, and institutional clients. The firm employs a holistic investment process combining multiple analytical methods and offers discretionary portfolio management, financial planning, retirement plan consulting, and licensed insurance product recommendations.

Douglas Burnette Jr. is a CFP® professional with 18 years of industry experience. He is currently with Collective Wealth Advisors LLC and previously led Burnette Financial Planning, LLC. His background includes roles at Clark & Burnette Wealth Management, LLC and Securian Financial Services, Inc. Burnette Financial Planning, LLC remains active during the transition of clients to Collective Wealth Advisors. Collective Wealth Advisors LLC offers fee-based investment management and financial planning to individuals, charitable organizations, businesses, and qualified retirement plans under an ERISA 3(21) fiduciary model. The firm emphasizes client-driven portfolio construction and regular reviews, combining institutional support with client education through seminars and access to multiple sub-advisors and investment programs.

Bruce Fraser Jr. is a financial advisor at McElhenny Sheffield Capital Management, LLC with 23 years of industry experience. He holds a Series 63 designation and has been with McElhenny Sheffield since 2000. Outside of his advisory role, Fraser serves as the managing partner of Elkhorn Capital Management, a commercial real estate investment firm. McElhenny Sheffield Capital Management provides investment management and financial planning services primarily to individuals, high-net-worth clients, businesses, and institutional retirement plans. The firm employs a rules-based, tactical ETF strategy using proprietary quantitative models with daily updates, focusing on trend-following and momentum disciplines alongside documented risk controls.