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.

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 experience in the financial services industry. He is currently with Probity Advisors, Inc., where he has worked since 2012, and previously spent two years at Forest Securities, Inc. In addition to his advisory role, he holds multiple insurance representative appointments with several major carriers. 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 combines active stock and fixed-income management with ETF-based tactical allocation and quantitative rebalancing, tailoring portfolios to client objectives and risk tolerances.

Peter Adamson is a financial advisor with Autumn Glory Partners, LLC in Dallas, TX, holding a Series 65 designation and nine years of industry experience. Prior to founding Autumn Glory Partners in 2017, he worked at Hall Capital from 2012 to 2017. Outside of advising, he participates on the investment committee of the Ronald McDonald House of Dallas and serves in several nonprofit and private company board roles. Autumn Glory Partners serves high-net-worth individuals, trusts, estates, charitable organizations, and business entities, providing discretionary investment management, third-party manager selection, and retirement-plan fiduciary services. The firm employs a top-down asset allocation approach combined with fundamental analysis and proprietary screening to implement diversified portfolios that include various investment vehicles and private placements.

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 at Creekmur Asset Management, LLC with 39 years of industry experience. He has worked at Cambridge Investment Research Advisors and AE Financial Services, and has served as an instructor for the CFP Board Certification Program at Southern Methodist University. Randall is also involved as a committee member with the Financial Planning Association of DFW and owns a fixed insurance sales business. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for about 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management and a range of financial planning services, utilizing third-party tools and multiple custodial options within a multi-office structure.

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.

Samuel Whitney is a financial advisor at Lexington Hill Partners, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Lexington Hill Partners in 2023, he worked at PGT Industries and was affiliated with Furman University. Lexington Hill Partners provides wealth management and investment advisory services to individuals and high-net-worth families, managing approximately $170.7 million across a small client roster. The firm focuses on long-term, low-turnover portfolios using diversified asset allocation and offers discretionary portfolio management alongside tailored consulting services for complex family needs.

Becca Brister is a financial advisor at ISC Advisors, Inc. in Dallas, TX, with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. 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 manages approximately $1.6 billion in assets for roughly 1,780 clients and offers portfolio management, financial planning, and pension consulting through a range of discretionary and non‑discretionary strategies.

John Brickhouse is a CFP® with 27 years of industry experience. He has been with D.H. Hill Advisors, Inc. since 2016 and also holds roles at affiliated firms including D.H. Hill Securities and Brokers International. Brickhouse is a licensed independent insurance agent involved in the sale and servicing of fixed insurance products. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts. The firm employs a range of investment strategies managed by an Investment Committee and offers custom portfolios through its Direct and Connect platforms, along with access to alternative investments and insurance-related advice.

David Rea Jr. is a financial advisor at Probity Advisors, Inc. in Dallas, TX, holding a Series 65 designation. He has one year of industry experience, with prior roles at GuideStone Financial Resources and KPMG, LLC. Probity Advisors, Inc. provides discretionary portfolio management, financial planning, annuity allocation, consulting, and retirement plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm employs a mixed active and quantitative investment approach tailored to clients’ objectives and offers regular client communications and participant education as part of its retirement services.

Hayley Singleton is a financial advisor at Versant Capital Management, Inc. in Dallas, TX, holding a Series 65 credential. She joined Versant in 2025 after completing her education at Texas Christian University and prior work at Springfield Catholic High School. Versant Capital Management provides discretionary and non-discretionary investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm combines traditional wealth management with an automated ETF program, employing a diversified investment approach that includes mutual funds, ETFs, separate managers, interval funds, and private investment funds.

Randall Horton is a financial advisor at Howard Financial Services, Ltd. in Dallas, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Howard Financial Services since 2013. Howard Financial Services provides personalized investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm’s investment process emphasizes strategic asset allocation and combines fundamental, technical, and quantitative analysis for security selection and portfolio construction.

Grant Juno is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation and one year of industry experience. His background includes roles at Institutional Securities Corp, Baylor University, and Texas Farm Bureau Insurance Company. ISC Advisors, Inc. serves individuals, high-net-worth clients, corporate pension plans, charitable institutions, and other entities, managing approximately $1.6 billion in assets. The firm offers portfolio management, financial planning, and pension consulting, with investment decisions guided by an internal committee and implemented through various advisory programs and third-party managers.

John Roppolo is a financial advisor at Howard Financial Services, Ltd. in Dallas, TX, holding a Series 65 designation with eight years of industry experience. He previously worked at PegasusAblon from 2013 to 2016 before joining his current firm in 2017. 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 HFS Wealth Management and HFS Capital Partners divisions, implementing strategic asset allocation across various asset classes and managing most client accounts on a discretionary basis.

David Droppo is a CFP® with 21 years of industry experience, currently serving at Apeiron and Parallel Advisors, LLC. He previously worked at WFG Investments for five years. Outside of his advisory roles, he owns a business management entity, PAAK-EDGE, LLC, and acts as an independent insurance agent, dedicating about 10% of his time to selling recommended insurance products. 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 institutions. The firm employs a holistic, discretionary approach to portfolio management that combines various analytical methods and utilizes both in-house and third-party investment programs.

Ansley Dale is a financial advisor at Guidestone Advisors with one year of industry experience. Prior to joining Guidestone, Dale worked at Merrill for two years and has professional experience at Baylor University and Prestonwood Christian Academy. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, utilizing model portfolios that primarily include affiliated GuideStone Funds under a faith-based investing policy.

Jeffrey Broaddus is a financial advisor at ISC Advisors, Inc. in Dallas, TX, with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Personal and Workplace Advisors and MMA Securities LLC. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and 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, utilizing model portfolios that range from Conservative Income to Aggressive Growth, and incorporates mutual funds and ETFs in its investment approach.