Julian Johnson is a financial advisor with Castleview Partners, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked with Northwestern Mutual Wealth Management Company and its related entities since 2009. Castleview provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, offering tailored strategies through discretionary portfolio management and access to third-party money managers. The firm also operates a proprietary platform, aiAlpha, which supports model-based trading and rebalancing for both its own accounts and those managed by other advisers.

Toby Harris is a financial advisor at EQ Wealth Advisors in Dallas, TX, holding a Series 66 designation with 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Commonwealth Financial Network. EQ Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, foundations, and employer-sponsored plans. The firm employs an active, tactical investment approach combining ETFs, mutual funds, individual equities, fixed income, and alternative investments, along with tax-aware trading and regular rebalancing.

Paul Heemann is a financial advisor at WSA Affiliates, LLC in Dallas, TX, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has been with WSA Affiliates since 2011. Outside of advisory work, he conducts limited administrative services for Robbins, Cobb, Jenkins and Assoc. PLLC. WSA Affiliates provides advisory referral and financial planning services to individual and high-net-worth clients, focusing on assessing client needs and coordinating referrals to other advisors. The firm operates with a small team and does not manage client assets directly.

Chad Bailey is a CFA® charterholder with 18 years of industry experience, currently serving at GuideStone Advisors since 2008. He holds Series 63 and 65 licenses and has worked within various GuideStone entities for over 20 years. GuideStone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, utilizing model portfolios with a faith-based investing policy and a range of discretionary and managed-account programs.

John Jackson III is a financial advisor at Madden Asset Management in Dallas, TX, holding Series 63 and Series 65 designations with 32 years of industry experience. He has worked at Madden Securities Corporation since 2002. Madden Asset Management provides discretionary and non-discretionary investment supervisory services and consulting to individuals, corporations, trusts, estates, foundations, and other organizations. The firm develops client-specific investment policies and allocates assets across multiple instruments using both fundamental and technical analysis.

Spencer McGowan is a financial advisor with McGowan Group Asset Management, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been affiliated with SPIRE Securities, LLC and McGowan Asset Management, Inc. since 2010. Outside of investment management, he is president and primary shareholder of McGowan Publishing Company, Inc., which owns the International Bond Exchange website and NetWorthRadio broadcasts. McGowan Group Asset Management, Inc. is an eight-advisor team providing fee-based asset management and advisory services to individual and high-net-worth investors, trusts, retirement plans, and business entities. The firm employs a model-driven, multi-asset class investment approach with discretionary portfolio management and a formal wrap-fee program.

Katie Bosler is a financial advisor at Apeiron with seven years of industry experience. She holds the Series 66 designation and has worked at firms including Atlas Wealth, Raymond James & Associates, Truist Advisory Services, and BB&T Securities. Apeiron provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts and estates, retirement plans, small businesses, churches, and other institutional clients. The firm employs a holistic, discretionary approach to portfolio management, utilizing various methods of analysis and offering a broad range of investment options while acting as a fiduciary for retirement accounts.

Cody Lummus is a financial advisor at Delos Private Client Group, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Lear Investment Management. Outside of his advisory role, he serves as co-trustee for his parents' trust and is a licensed insurance agent. Delos Private Client Group, LLC provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension plans, and charitable organizations. The firm uses a range of investment approaches including technical, fundamental, and cyclical analysis, and offers an Institutional Research subscription for wealth advisors and institutional clients.

Mark Krehel is a CFP® and Series 65-licensed advisor with six years of industry experience. He has worked at Main Street Retirement Planning, LLC since 2022 and previously worked at Retirement Planners of America and Equinor. In addition to his advisory role, he is also licensed as an insurance agent. Main Street Retirement Planning, LLC manages discretionary portfolios and provides financial planning to individuals, high net worth clients, and institutions. The firm employs a tactical, trend-based investment approach focused on SEI mutual funds and maintains a high client-to-advisor ratio.

Keith Rhodus is a financial advisor with Clare Market Investments, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Clare Market Investments since 2015. Outside of advisory services, he is involved in insurance sales on a limited basis. Clare Market Investments provides discretionary investment management, financial planning, and oversight of unaffiliated sub-advisors for individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a primarily long-term investment approach based on fundamental analysis, supplemented by technical and cyclical inputs, managing approximately $556 million in discretionary assets.

Thomas Keeling is a financial advisor with Delos Private Client Group, LLC in Dallas, TX, holding a Series 66 designation and eight years of industry experience. He previously worked at Delos Wealth Advisors, LLC, Robert W. Baird & Co. Incorporated, and Stryker Orthopaedics. In addition to his advisory role, he is an independent licensed insurance agent specializing in life, accident, health, and HMO lines. Delos Private Client Group, LLC provides discretionary portfolio management, financial planning, and pension consulting services to individuals, pension plans, and charitable organizations. The firm uses multiple investment approaches and offers an institutional research subscription targeting wealth advisors and institutional clients.

Ami Baxter is a CFP® professional with seven years of industry experience, currently serving as an advisor at Perryman Financial Advisory, Inc. since 2019. Prior to joining Perryman, Ami worked for three years at Kantar Media. Perryman Financial Advisory, Inc. is an SEC-registered investment adviser managing just over $1 billion for approximately 510 clients through a team of eight advisors. The firm offers discretionary portfolio management and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, and institutional clients, employing both fundamental and technical analysis to construct diversified portfolios that include a variety of investment types and alternatives.

Stuart Herzog is a financial advisor at Beaird Harris with 11 years of industry experience. He holds the Series 65 designation and has been with Beaird Harris Wealth Management since 2012. 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 using diversified, low-cost mutual funds and ETFs, and has expanded into alternative investments.

Andrew Smith is a financial advisor with Delos Private Client Group, LLC in Dallas, TX, holding a Series 65 credential and nine years of industry experience. He has worked at Delos Wealth Advisors since 2019 and previously held roles at Lear Investment Management and BOK Financial Securities. Delos Private Client Group provides discretionary portfolio management, financial planning, pension consulting, and third-party manager selection primarily for individuals, pension plans, and charitable organizations. The firm offers an Institutional Research subscription with macroeconomic commentary and asset-allocation recommendations and manages accounts using model portfolios, sub-advisers, and various investment strategies tailored to client objectives and risk tolerance.

Robert Morrison III is a financial advisor with ISC Advisors, Inc. in Irving, Texas, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with Institutional Securities Corp since 2008. Outside of his advisory role, he has received oil and gas royalties and previously worked as an independent insurance agent. 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, with investment oversight provided by an internal committee and utilizes mutual funds, ETFs, and third-party sub-advisors in its model portfolios.

Stephanie Molina is a financial advisor with Guidestone Advisors in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Her prior roles include positions at GuideStone Financial Resources, Avantax Investment Services, and Hilltop Securities. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and other entities, including high-net-worth clients and plan participants. The firm employs a faith-based investing policy, uses model portfolios and discretionary management, and offers packaged programs such as GuideStone Wealth Management and GuideStone Personal Advisory Services.

Paul Harvey is a CFA® charterholder with 39 years of industry experience, currently serving at Vaquero Private Wealth, Ltd. since 2019. His prior roles include positions at Syntal Capital Partner, Bank of America, N.A., and Merrill. Outside of advisory work, he is co-owner of Mountain Limo, a ground transportation company, and serves on the Board of Directors of Matador Resources, Inc. Vaquero Private Wealth is an independent advisory firm that serves individuals, corporations, trusts, estates, donor-advised funds, retirement plans, and insurance company clients. The firm offers discretionary investment management and personalized financial planning, constructing customized, tax-aware portfolios that integrate public and private investments across multiple asset classes.

Phillip Maxwell is a financial advisor at Probity Advisors, Inc. in Dallas, TX, holding a Series 65 designation with two years of industry experience. Prior to joining Probity Advisors, he was self-employed for one year and worked at Fort Worth Presbyterian Church for five years. Probity Advisors, Inc. provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm utilizes a combination of active stock selection, fixed-income management, and ETF-based tactical allocation tailored to clients' objectives and risk tolerances.

Robert Rice Jr. is a CFP® professional with 14 years of experience in the financial services industry. He has worked at Generational Wealth Advisors since 2026 and previously spent nine years at Charles Schwab and three years at Grand Financial, Inc. Robert is based in Richardson, Texas, and holds Series 63 and Series 65 licenses. Generational Wealth Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans. The firm uses a multi-disciplinary team approach focused on strategic asset allocation, diversification, and periodic rebalancing, employing a variety of institutional investment vehicles and offering family-office style arrangements when appropriate.

Cynthia Besek is an Investment Advisor Representative with MIAI, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with MIAI, Inc. since 2002 and also serves as Senior Vice President and Chief Operating Officer at Maplewood Investments, Inc. Her roles include client investment assistance as well as managerial, operational, and trading functions. MIAI, Inc. is a team-based firm managing approximately $213 million for around 274 clients. The firm provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, corporations, and charitable organizations, utilizing proprietary and third-party platforms to implement discretionary portfolio management.