Alan Haworth is a financial advisor with Clare Market Investments, LLC in Dallas, TX, holding a Series 66 designation and 21 years of industry experience. Prior to joining Clare Market in 2018, he worked at Oppenheimer & Co. from 2011 to 2018. Outside of his advisory role, he owns a vinyl record store, Declassified Records LLC, and manages the development of a financial data application called Stalking Butler App. Clare Market Investments provides discretionary investment management, financial planning, and sub-advisor oversight for individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a primarily long-term investment approach grounded in fundamental analysis, managing approximately $556 million in assets across about 206 client relationships.

Debra Keitzer Outlaw is a CFP® with 29 years of industry experience. She has worked at Perryman Financial Advisory, Inc. since 2000 and Perryman Securities, Inc. since 2002. Perryman Financial Advisory, Inc. is an SEC-registered investment adviser managing over $1 billion for approximately 510 clients with a team of eight advisors. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans, using both fundamental and technical analysis to build diversified portfolios.

Charles Lanza is a financial advisor at Crescent Advisor Group, Inc. with 14 years of industry experience. He previously worked at Titan Securities for 12 years before joining Crescent Advisor Group and Realta Equities in 2023. Outside of his advisory roles, he is a managing member of Medico PS, LLC, a business involved in the sales and rental of durable medical equipment. 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 across various investment strategies and maintains a network of affiliated business lines and professionals.

Jamie Alworden is a financial advisor with M Financial Asset Management, Inc. in Dallas, TX, holding Series 65, Series 63, and Series 66 credentials. He has 11 years of industry experience, with prior roles at M Holdings Securities, Charles Schwab and Co., TD Ameritrade, Geneos Wealth Management, WFG Investments, Capital Asset Advisory Services, and Wealth Advisory Group. M Financial Asset Management provides investment advisory services to individuals, retirement plans, trusts, corporations, and charitable organizations nationwide. The firm focuses on diversified, risk-based asset allocation through mutual funds, ETFs, individual securities, and third-party managers, offering discretionary portfolio management and a wrap-fee managed portfolio program.

August Payne is a financial advisor at Beacon Financial Group in Dallas, TX, with 20 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Beacon, he has been associated with Kestra Advisory and Kestra Investment Services for over a decade. Outside of his advisory role, Payne is the owner of a consulting business, Dos Veces Inc. Beacon Financial Group provides wealth management, financial planning, retirement, and trust/estate consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business organizations. The firm customizes portfolios using fundamental, technical, and cyclical analysis, manages approximately $1.3 billion in discretionary assets, and offers both discretionary portfolio management and third-party manager oversight.

Robert Engels is a financial advisor at CMG Wealth Management with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments and Wells Fargo Advisors prior to joining CMG. CMG Wealth Management serves individuals, non-profit organizations, corporations, and other business entities, providing discretionary and non-discretionary asset management, retirement-plan consulting, and due diligence reports on private investments. The firm applies a combination of fundamental and technical analysis alongside modern portfolio theory to manage accounts tailored to client objectives and risk tolerances.

Brannon Albritton is a financial advisor at Requisite Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at J.P. Morgan Securities LLC from 2011 to 2024. Requisite Capital Management provides wealth management, investment management, financial planning, and private fund advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and certain institutional clients. The firm employs a customized portfolio approach using fundamental and technical analysis with a generally long-term orientation, while also accommodating shorter-term trading as client objectives or market conditions require.

Sheree Stacy is a financial advisor with Worth Financial Group Inc. in Rowlett, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Worth Financial Group since 2009. In addition to her work as an advisor, Stacy is also an insurance agent specializing in life insurance and fixed annuities. Worth Financial Group is an SEC-registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management. The firm emphasizes cyclical security analysis along with fundamental and technical methods to customize client portfolios.

Steven Adams is the sole advisor at Adams Asset Advisors LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has led his firm since its founding in 2005. Adams Asset Advisors provides discretionary investment management and supervisory services primarily to very high net worth individuals and institutional clients. The firm utilizes both fundamental and quantitative analysis, including proprietary models, to tailor investment decisions to each client’s objectives.

Nancy Phillips is a CFP® with 23 years of experience at Perryman Financial Advisory, Inc. and over 40 years running her own CPA practice, Nancy K. Phillips, PC. She has been associated with Perryman Securities, Inc. since 2004. Outside of financial advising, she operates a sole proprietorship selling bead necklaces and earrings. Perryman Financial Advisory, Inc. is a six-advisor SEC-registered firm 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, combining fundamental and technical analysis with regular portfolio monitoring and rebalancing.

David Cain is a financial advisor at Castleview Partners, LLC in Dallas, TX, with nine years of industry experience. He holds the Series 65 designation and has previously worked at Mercer Global Advisors and Lake Point Wealth Management. Outside of his advisory work, he operates Cain Financial Solutions, LLC and acts as an independent insurance agent. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans. The firm offers discretionary portfolio management, access to third-party money managers, and utilizes its aiAlpha platform to support model-based trading and operational services for both internal and external advisers.

James Sullivan is a CFP® and CFA® with 25 years of industry experience. He has worked at Beaird Harris Wealth Management since 2017 and previously spent 18 years at Fidelity Investments. Based in Dallas, TX, he holds Series 63 and Series 66 licenses. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, pension and participant-directed retirement plans, and business entities. The firm employs Modern Portfolio Theory with diversified asset-class exposure through low-cost mutual funds and ETFs, including alternative investments, and maintains an affiliation with a certified public accounting firm that supports referral opportunities and integrated services.

Evan Troop is a financial advisor with MSH Capital Advisors LLC in Dallas, TX, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. He previously held positions at JP Morgan Chase Bank NA and JP Morgan Securities LLC and is the founder and CIO of Troop Capital Management LLC, where he manages hedge funds employing a long/short strategy. Outside of finance, he owns Evan Troop Music LLC, which manages music royalties, and he is a passive investor in a retail business called Pajama Hammocks. 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 offers tailored portfolio management through various programs and employs third-party technology platforms and custodian relationships to support portfolio implementation and reporting.

Philip Athey is a CFP®-credentialed financial advisor with 22 years of industry experience, currently serving clients at Apeiron in Dallas, TX. He has worked at Aperion RIA, LLC since 2017 and previously at WFG Investments, Inc. from 2012 to 2017. In addition to advisory services, he may recommend and sell insurance products as an independent agent, dedicating approximately 10% of his time to this activity. Apeiron RIA manages approximately $730 million for about 746 clients through a team of 11 advisors, serving individuals, trusts, retirement plans, businesses, and institutional clients. The firm employs a holistic investment approach that integrates multiple analytical methods and offers discretionary portfolio management, financial planning, retirement plan consulting, and licensed insurance product recommendations.

Stephen Rome is a financial advisor at WestEnd Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Victory Capital Services, Inc, WestEnd Advisors, and Dimensional Fund Advisors. WestEnd Advisors is an SEC-registered investment adviser that provides discretionary portfolio management and third-party ETF model strategies to a diverse client base, including individuals, pension plans, trusts, charitable organizations, government entities, and corporations. The firm employs a macro-driven investment process, focusing on sector and equity allocations based on broad economic trends, and serves as a model provider with significant assets under advisement.

Thi Hong Van Nguyen is a CFA® charterholder currently with Synergy Asset Management, LLC in Dallas, TX. Nguyen has held roles at several firms including Cathay United Bank and HSBC Bank, accumulating experience across financial institutions since 2015. Synergy Asset Management provides wealth management and financial planning services to a diverse client base, including individuals, business owners, trusts, and retirement plans. The firm employs a combination of fundamental, technical, and quantitative analysis to manage approximately $1.05 billion in assets, offering customized portfolio management and advisory services.

James Simmons is a financial advisor at Beaird Harris Wealth Management, Inc. with 11 years of industry experience. He holds a Series 65 designation and has been with Beaird Harris since 2007. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, pension and participant-directed retirement plans, and business entities. The firm employs a Modern Portfolio Theory approach, focusing on diversified asset-class exposure through low-cost mutual funds and ETFs, and offers investment advisory services, discretionary portfolio management, and financial planning.

Bernardo Velasco Linares is a financial advisor at Lemnis Capital in Richardson, TX, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Innovation Partners LLC, Equitable Advisors, and other positions outside the financial sector. Lemnis Capital is an SEC-registered advisory firm managing approximately $97.9 million for about 352 clients through a team of nine investment professionals. The firm offers portfolio management, financial planning, retirement plan consulting, and direct indexing solutions for individuals, retirement plans, trusts, and other entities, utilizing model portfolios, customized asset-allocation strategies, and third-party platforms to support various client needs.

Peter Paddock is a CFA® charterholder and Series 63 registered advisor with 18 years of industry experience. He has been with View Capital RIA, LP since 2011 and also has a longstanding association with VCA Securities, LP since 2007. In addition to his advisory roles, Mr. Paddock serves as a manager and board member of Wildcat Fund, LLC in Dallas. View Capital RIA, LP provides investment advisory and consulting services to individual, high-net-worth, and institutional clients through advisory and consulting programs. The firm constructs portfolios primarily by selecting and monitoring independent asset managers and manages a significant portion of client assets in non-discretionary accounts while also overseeing pooled investment vehicles that offer access to private equity, direct debt, and energy investments.

Brittyn Brender is a CFP® with six years of industry experience currently serving at Versant Capital Management, Inc. She previously worked at Tolleson Wealth Management and Argent Trust. Versant Capital Management serves high-net-worth individuals, families, institutional, and charitable clients with discretionary and non-discretionary portfolio management, wealth management, and family office services. The firm constructs diversified portfolios tailored to client-specific investment policies and incorporates a range of investment vehicles, including third-party mutual funds and less liquid instruments.