Gary Bradshaw is a financial advisor with First Dallas Securities Incorporated in Dallas, TX, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has worked with Hodges Capital Management Inc. since 2001 and with First Dallas Securities since 1990. Outside of his advisory role, he is an owner of a cattle ranch in Cayuga, TX, and serves on the board of the Soaring Eagle Center, a nonprofit organization in DeSoto, TX. First Dallas Securities serves individual, high-net-worth, and institutional clients through discretionary portfolio management, emphasizing domestic equity securities with small- to mid-cap and focused strategies. The firm employs a commission-based advisory model and integrates both fundamental and technical analysis in its investment approach.

Olivia Kriscunas is a CFA® charterholder with 12 years of experience at Paratus Financial, Inc., where she has been advising clients since 2014. Based in Dallas, TX, she works within a two-advisor team at the firm. Paratus Financial, Inc. provides comprehensive financial planning and portfolio management services to high-net-worth individuals, families, trusts, estates, retirement plans, endowments, corporations, and charitable organizations. The firm employs a fundamental, long-term buy-and-hold investment strategy focused on mutual funds and ETFs, with a fee model based on annual contracts rather than percentage-of-assets under management.

James Howard is a PFS™ credentialed financial advisor with over 31 years of industry experience. He has been with Howard Financial Services, Ltd. since 1994 and also serves as president of Howard, LLP, a CPA firm he founded in 1981. 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 through its Wealth Management and Capital Partners divisions, typically implementing strategic asset allocation with discretionary portfolio management.

Billy Sims Jr. is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with ISC Advisors since 2019 and has been affiliated with Brazos Securities, Inc. since 1989. 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, participant education, and limited-scope advisory services. The firm manages approximately $1.54 billion in assets and provides a proprietary managed-account program alongside model portfolios overseen by its Investment Committee.

Daniel Harper is a financial advisor at Lexington Hill Partners, LLC in Dallas, TX, holding a Series 65 designation. He has been with Lexington Hill Partners since 2022 and has no prior industry experience before joining the firm. Lexington Hill Partners provides wealth management and investment advisory services primarily to individuals and high-net-worth families. The firm emphasizes long-term, low-turnover portfolios with diversified asset allocation and offers discretionary portfolio management alongside tailored consulting services for complex family needs.

William Schultz is a financial advisor with Leo Wealth Americas, LLC, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Leo Wealth Americas since 2025 and has also worked at BFT Financial Group, LLC since 2002. His other business activities include fixed health and life insurance sales, which occupy about one percent of his time. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to a diverse client base, including individuals, trusts, foundations, and institutional clients such as sovereign wealth funds and municipal governments. The firm employs both systematic and discretionary investment strategies with a focus on diversification, tax efficiency, and low-cost ETF implementation, and conducts multi-stage due diligence on third-party managers and sub-advisors.

David Brounley is a financial advisor with Valley Wealth Strategies, LLC, holding the CFP® and ChFC® designations and bringing 41 years of industry experience. His prior roles include positions at Merit Financial Advisors, Wealth Enhancement Advisory Services, Wealth Enhancement Brokerage Services, and LPL Financial. Valley Wealth Strategies advises individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans, offering customized investment management and financial planning. The firm employs a primarily long-term investment approach supplemented by fundamental, technical, and cyclical analysis, managing over $1.2 billion in assets with a significant portion on a non-discretionary basis.

Armando Vega is a financial advisor with Delos Private Client Group, LLC in Dallas, TX, holding a Series 66 credential and 10 years of industry experience. His prior roles include positions at Fisher Investments, Morgan Stanley, E*TRADE Securities, Bank of America, and Merrill. Outside of finance, he is a partner in Desert Oasis AC Services, LLC, an air conditioning service and installation business. Delos Private Client Group, LLC provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension plans, and charitable organizations. The firm also offers an Institutional Research subscription delivering macroeconomic analysis and asset-allocation recommendations for wealth advisors and institutional clients.

Derrill Brantley is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation and 24 years of industry experience. He has been with ISC Advisors since 2013 and has worked in related financial roles since 2002, including positions at ISC Investment Management, Brantley Financial Management, and Institutional Securities Corp. 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, participant education, and limited-scope advisory services. The firm manages approximately $1.54 billion in assets and provides a proprietary managed-account program along with model portfolios overseen by an Investment Committee.

William Driscoll is a financial advisor at Signal Securities, Inc. with 26 years of industry experience. He holds a Series 66 designation and has been with Signal Securities since 1999. In addition to his advisory role, Driscoll has operated his own CPA practice since 1988 and is involved in insurance sales and management accounting for medical and office buildings. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm emphasizes risk management through diversified, model-based portfolios and a consultative approach tailored to clients' financial goals and risk tolerance.

Nancy Dixon is a financial advisor with Sanders Morris LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Tectonic Advisors LLC since 2017 and Sanders Morris Harris LLC since 2016. Sanders Morris LLC provides investment advisory and related services to individuals, high-net-worth clients, pooled investment vehicles, retirement plan sponsors, trusts, estates, and business entities. The firm offers portfolio management primarily through wrap-fee programs, financial planning, retirement plan investment management, brokerage, underwriting, and insurance placement through an affiliated agency.

Stephen Nelson is a CFP® and holds Series 63, AIF®, and CEPA® designations, with 11 years of industry experience. He has worked at Mills Wealth Advisors, LLC since 2018 and previously held roles at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Mills Wealth Advisors serves individuals and high-net-worth clients, focusing on executives and business owners and their families. The firm provides wealth management services including financial planning, business planning, retirement-plan advisory, portfolio management, and consulting, and is notable for sponsoring and managing private pooled investment vehicles with a fiduciary, goal-driven planning process.

Brandon Cumba is a CFP®-certified financial advisor with Strata Wealth Advisors, LLC, based in Dallas, TX. He has 13 years of industry experience, including prior work at Lincoln Financial Advisors. In addition to his advisory role, he is an independent insurance agent. Strata Wealth Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and institutional clients. The firm employs a fiduciary, tailored approach using a range of securities and technologies, serving clients through a multi-office team structure.

Marcus Magers is a CFP® with 25 years of industry experience and is affiliated with Probity Advisors, Inc. in Dallas, TX, where he has worked since 2012. He previously worked at Forest Securities, Inc. from 2015 to 2017. Probity Advisors, Inc. provides discretionary portfolio management, financial planning, and consulting services to individuals, pension plans, charitable organizations, and corporations. The firm employs an investment approach that includes active stock selection, fixed-income management, ETF-based tactical allocation, and quantitative rebalancing tailored to client objectives and risk tolerances.

Peter Adamson is a financial advisor at Autumn Glory Partners, LLC in Dallas, TX, holding a Series 65 credential with eight years of industry experience. He previously worked at Hall Capital for five years before joining Autumn Glory Partners in 2017. Adamson serves on the investment committee of the Ronald McDonald House of Dallas and holds several directorships on private companies connected to his family investments and firm clients. Autumn Glory Partners, LLC provides discretionary investment management and advisory services to high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm uses a top-down, allocation-driven approach and incorporates third-party research and proprietary screening methods to guide investment decisions, managing a substantial asset base as a single-advisor firm.

Neale Ellis is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He has been with Fidelis Capital Partners, LLC since 2022 and previously worked at Bank of America for 14 years. Based in Dallas, TX, Ellis is part of a 12-advisor team at Fidelis Capital. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and non-profit organizations, and other business entities. The firm employs a blend of quantitative, fundamental, technical, and economic analysis to guide portfolio management and financial planning, offering both discretionary and non-discretionary strategies.

Grace Butterfield is a CFP® at Howard Financial Services, Ltd. in Dallas, TX, with two years of industry experience. Her prior roles include positions at Charles Schwab and H-E-B, among others. Howard Financial Services provides personalized investment management and financial planning to high-net-worth individuals, trusts, charitable organizations, and small businesses. The firm’s investment approach emphasizes strategic asset allocation and combines fundamental, technical, and quantitative analysis in portfolio construction.

Elizabeth Robison is a CFA® charterholder with 24 years of industry experience. She has been with Wallace Capital Management, Inc. since 2018 and previously worked at Hawkins Capital L.P. for six years. Based in Dallas, TX, she is part of a six-advisor team at Wallace Capital Management. Wallace Capital Management, Inc. advises individual and institutional clients, including high-net-worth individuals, retirement plans, and private investment funds. The firm focuses on identifying valuation discrepancies relative to macroeconomic and industry factors and manages both separate accounts and pooled funds, with some funds employing leverage, derivatives, and short sales.

Clark Randall is a CFP® professional with 39 years of industry experience, currently serving at Creekmur Asset Management, LLC since 2023. He previously worked at Cambridge Investment Research Advisors and AE Financial Services. Randall is an instructor for the CFP Board Certification Program at Southern Methodist University and serves on the Financial Planning Association of DFW’s committee. Creekmur Asset Management is a team-based registered investment adviser managing approximately $800 million for individual and high-net-worth clients. The firm employs model managers, third-party signal providers, and proprietary risk profiling tools to align portfolios with client objectives and risk tolerance, offering discretionary investment management and financial planning services.

Preston Lane is a financial advisor at McGowan Group Asset Management, Inc. in Dallas, TX, holding a Series 65 credential with three years of industry experience. Prior to joining McGowan Group Asset Management in 2022, he worked at Lucky Dog Barkery and attended Highland Park High School. McGowan Group Asset Management, Inc. is an eight-advisor team managing approximately $997 million in client assets. The firm provides fee-based asset management and advisory services to individuals, high-net-worth investors, trusts, retirement plans, and business entities, employing a model-driven, multi-asset class investment approach with discretionary portfolio management and a formal wrap-fee program.