Bryan Kilpatrick is a financial advisor at First Western Securities, Inc. in Hurst, TX, holding Series 63 and Series 66 licenses with 42 years of industry experience. He has been with First Western Securities since 1988. Outside of his advisory role, he is a partner in JKC Investments, a family investment partnership. First Western Securities, Inc. provides fee-based investment advisory services primarily to individual and high net worth clients, managing approximately $48.6 million across about 32 accounts. The firm employs a tactical asset allocation strategy tailored to clients’ objectives and risk tolerances, using a broad range of investment instruments.

Jimmy Curtis is a financial advisor at Leo Wealth Americas, LLC with 43 years of industry experience. He holds the ChFC® designation and Series 63 license. Curtis previously worked at Macro Wealth Advisors, Inc. and Omega Securities, Inc., and has been affiliated with BFT Financial Group, LLC for over two decades. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services for individuals, trusts, retirement plans, foundations, and institutional clients, including sovereign wealth funds and government entities. The firm uses a combination of systematic and discretionary investment strategies with an emphasis on diversification, tax efficiency, and low-cost ETFs.

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.

Zachary Laws is a financial advisor at Meristead Wealth, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill. His background also includes roles outside finance such as at R&B Liquors and Neighborhood Harvest. Meristead Wealth, LLC serves high-net-worth individuals and families with discretionary portfolio management and financial planning, offering separately managed accounts and private credit funds. The firm employs a value-oriented investment approach combining macro analysis and fundamental research across global equities and credit.

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.

Philip Athey is a CFP® professional with 22 years of industry experience, currently affiliated with Apeiron in Dallas, TX. His prior work includes roles at Ameriprise, WFG Investments, Aperion RIA, LLC, and Three Oaks Advisory Group. He also operates as an independent insurance agent, allocating about 10% of his time to recommending and selling insurance products. Apeiron serves a diverse client base that includes individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, churches, and other institutions. The firm employs a holistic, discretionary approach to portfolio management, utilizing a range of analytical methods and a mix of in-house and third-party platforms, while acting as a fiduciary for retirement accounts.

Kevin Margolis is a financial advisor with SFMG Wealth Advisors in Plano, Texas. He holds a Series 66 credential and has 23 years of industry experience, including roles at Tolleson Private Wealth Management and Momentum Independent Network Inc. Mr. Margolis serves on the advisory boards of Clear Sky Capital and Phoenix Fund, both investment managers for private funds, in unpaid roles. SFMG Wealth Advisors is a team-based firm that provides integrated financial planning and discretionary portfolio management to individuals, families, and institutional clients. The firm combines financial planning with investment management using a centralized Investment Committee, offering a range of investment options including mutual funds, private equity, and values-based strategies.

Jeffrey Sargent is a financial advisor with Meristead Wealth, LLC, holding Series 63 and Series 65 designations and over 26 years of industry experience. His prior roles include positions at Stansberry Asset Management, Brite Advisors LLC, Northstar Wealth Partners LLC, and LPL Financial. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs a value-oriented investment approach combining top-down macro analysis with fundamental bottom-up research, managing private credit funds and utilizing strategies such as special situations, distressed investments, and income-oriented positions.

John Strickland is a financial advisor at Parkway Wealth Management Group, LLC with 19 years of industry experience. He holds a Series 66 credential and has worked at Parkway Wealth Management Group since 2016, including prior roles at Raymond James Financial Services. Outside of advisory services, he is the owner of Cajun Spirit Enterprises Inc., a support company. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves a diverse client base including individuals, families, business owners, and institutional clients. The firm employs a personalized investment approach using diversified portfolios and both in-house and third-party asset allocation models.

Thi Hong Van Nguyen is a CFA® charterholder with one year of industry experience, currently serving as an advisor at Synergy Asset Management, LLC. Prior to joining Synergy, she held positions at NYCC Management LLC, J.C. Pace Ltd., Caitlynminimalist, EY, Cathay United Bank, and HSBC Bank. Synergy Asset Management provides wealth management and financial planning services to a diverse client base, including individuals, high-net-worth investors, business owners, and trusts. The firm employs an active, adaptive investment approach that integrates tactical asset allocation, fundamental analysis, and quantitative methods across a range of custom strategies.

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.

Megan Manning is a Series 65-licensed advisor at Burford Brothers, Inc. in Dallas, TX, with approximately one year of industry experience. Her work history includes roles at Empyrean, Harrell Investment Partners, and self-employment, alongside her academic background at the University of Texas. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, and retirement plans by providing discretionary asset management, retirement plan consulting, third-party money manager recommendations, and financial consulting. The firm offers tailored investment advice across various securities and operates a multi-family office division for ultra-high-net-worth clients.

Daniel Carlton is a Series 65-licensed advisor with Vaquero Private Wealth, Ltd. in Dallas, TX, bringing three years of industry experience. He previously worked at Goldman Sachs & Company and AXA Advisors, LLC. Vaquero Private Wealth provides discretionary and non-discretionary investment management and financial planning for individuals, high-net-worth clients, and a variety of institutional and tax-advantaged accounts. The firm constructs customized, diversified portfolios across public and private markets using fundamental, cyclical, and technical research to guide asset allocation and tactical adjustments.

Gary Coats is a CFP®-certified financial advisor with 24 years of industry experience, currently serving at GuideStone Advisors since 2013. He holds the Series 63 designation and is based in Dallas, TX. Outside of his advisory role, he is president of Crazy A Ranch, LLC, a timber and outdoor recreation land leasing business. GuideStone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and plan participants, managing approximately $1.59 billion in discretionary assets. The firm employs a faith-based investing policy and utilizes model portfolios and discretionary management, including affiliated mutual funds and third-party managed accounts.

Matthew Mcintyre is a financial advisor with Peak American Investment Advisors, Inc. in Plano, TX, holding a Series 65 license and nine years of industry experience. He has been affiliated with various entities under the Peak American umbrella since 2018 and previously worked at AE Wealth Management and Secure Legacy Financial Group. Outside his advisory role, he serves as President and CEO of both Peak American Financial Group, Inc., and Peak American Financial Companies, Inc. Peak American Investment Advisors serves individual and high-net-worth clients, providing discretionary wealth management and comprehensive financial planning that includes retirement tax strategy, insurance coordination, and estate planning. The firm uses a combination of technical and fundamental analysis in portfolio construction and integrates tax and insurance considerations into its retirement and income planning.

William Mckenna is a financial advisor at Gordian Wealth Advisors, LLC with one year of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Gordian Wealth Advisors, he spent ten years at Blue Hen Capital, LLC. Gordian Wealth Advisors, LLC manages approximately $488.7 million for high-net-worth individuals, trusts, and estates, offering discretionary portfolio management and integrated financial planning. The firm employs tailored asset allocation and manager selection overseen by an investment committee, utilizing strategies such as covered-call overlays and endowment-style diversified models.

Abigail Caldwell is a CFP® professional with five years of industry experience, currently serving at Strata Wealth Advisors, LLC since 2020. Prior to joining Strata, she worked at Carter Financial Management from 2018 to 2020 and was employed at Texas A&M University from 2014 to 2018. Strata Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and cash management services to individuals, trusts, estates, and institutional clients. The firm’s investment approach includes tailored portfolios with a range of asset classes and employs technology and third-party platforms to support tax efficiency and client reporting.

Paul Lightfoot is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with Optima Asset Management Inc. since 2008, contributing to the firm’s operations for 18 years. Based in Dallas, TX, he works within a two-advisor team. Optima Asset Management provides fee-only investment advisory and limited financial planning services to individuals, high-net-worth investors, and pension and trust clients. The firm employs a top-down, asset-class approach using modern portfolio theory and proprietary models to construct tax-efficient, low-turnover portfolios managed on a non-discretionary basis.