Bryn Talkington is a financial advisor at Requisite Capital Management LLC in Dallas, TX, with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at UBS Asset Management and Fallline Securities prior to joining Requisite Capital in 2017. Requisite Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pooled investment vehicles. The firm uses a combination of fundamental and technical analysis with a generally long-term orientation, offering a diverse investable menu that includes ETFs, equities, fixed income, option contracts, private equity, private credit funds, and direct investments.

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.

Jeffrey Rupp is an investment advisor with View Capital RIA, LP in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at View Capital since 2003 and previously spent 14 years at VCA Securities, LP. Rupp serves as an advisory board member for Velosis Fund II, which focuses on real estate investments. View Capital RIA provides investment advisory and consulting services to individual, high-net-worth, and institutional clients through advisory and consulting programs. The firm constructs portfolios by selecting and monitoring independent asset managers and oversees pooled investment vehicles to offer access to private equity, direct debt, and energy opportunities.

Aaron Hutchinson is a financial advisor at DHL Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Peak American Investment Advisors, Inc. and Sonic Automotive. Hutchinson is also licensed to sell insurance with American Senior Benefits. DHL Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a long-term, modern portfolio theory-based approach, offers estate-planning referrals, and conducts educational seminars and workshops.

Jeffrey Bradley is a financial advisor at McElhenny Sheffield Capital Management, LLC with 20 years of industry experience. He has been with McElhenny Sheffield since 2014. Bradley holds Series 63 and Series 65 designations. McElhenny Sheffield Capital Management provides investment management and financial planning primarily to individuals, high-net-worth clients, businesses, and institutional retirement plans. The firm employs a rules-based investment process focused on tactical ETF strategies using proprietary quantitative models with risk controls and offers model portfolios to third-party platforms as well as sub-advisory services, including managing an actively managed ETF.

Justin Artis is a financial advisor at GDS Wealth Management in Flower Mound, TX, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining GDS Wealth Management, he worked at Fidelity Investments and has experience in legal and corporate settings, including a six-year tenure at Biel Fisette Iacono, LLP. GDS Wealth Management serves individual clients, including high-net-worth households, providing financial planning, consulting, and investment management. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management, utilizing model portfolios developed with research and allocation guidance from Raymond James.

David Wilkins is a financial advisor with Gerald Baker Financial Group, L.L.C. dba Baker Financial Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Baker Financial Group since 2005 and is also associated with GRB Financial, LLC. In addition to his advisory role, Wilkins specializes in life, health, disability, and long-term care insurance. Gerald Baker Financial Group serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing approximately $833.2 million in discretionary assets. The firm focuses on capital preservation and employs a long-term, asset-allocation investment strategy utilizing active managers, indexes, ETFs, individual securities, and fixed-income instruments.

Douglas Gill is a CFP® professional with 34 years of industry experience. He is a principal at Castleview Partners, LLC, where he has worked for over a decade, and previously was involved with Kovack Securities, Inc. and Gill Capital Management, Inc. Outside of his advisory work, he serves as a board member for the Rotary Club of Park Cities Foundation and chairs a committee at Northridge Presbyterian Church. 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 model-based accounts, supported by its proprietary aiAlpha platform that delivers operational and trading support to other registered investment advisers.

Craig Caudle is a financial advisor at Burford Brothers, Inc. in Dallas, TX, holding Series 65 and Series 63 licenses with 33 years of industry experience. His career includes roles at RBC Capital Markets and various family limited partnerships, including managing interests in non-investment businesses such as Guitar Holding Company and Honey's Heritage. He also serves as a director for Spirit in Brad, Inc., a charitable organization. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, and retirement plans, offering discretionary asset management, retirement plan consulting, and multi-family office–style services through its Burford Caudle Family Capital division. The firm's investment approach includes a broad range of securities and option strategies, with distinctive features such as a wrap fee program and ongoing financial consulting engagements.

Kenneth Painter is a CFP® professional with 24 years of industry experience, currently serving at Strata Wealth Advisors, LLC since 2017. His prior experience includes roles at Mutual Securities, Inc. and Lincoln Financial Advisors. Outside of financial advising, he is president of Education Without Borders, a charity focused on educational projects for underprivileged individuals. Strata Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and institutional clients. The firm employs a tailored investment approach that includes equities, fixed income, mutual funds, ETFs, options, and alternative investments, supported by technology platforms and sub-advisors.

Joseph Dowdall is a CFP® professional with 19 years of experience in financial advising. He is currently with Worth Asset Management, where he has worked since 2021. Prior to that, he held roles at MMWKM Advisors, LLC, Cambridge Investment Research Advisors, and SEI Investments Management Corp. He also works as an independent insurance agent, focusing on marketing and sales of traditional insurance products. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm employs a mix of security analysis methods and utilizes outside managers and turnkey asset management relationships while maintaining overall advisory responsibility.

Callan Hirschey is a financial advisor at First Dallas Securities Incorporated with a Series 66 designation and two years of industry experience. His prior work includes roles at Hodges Capital Management and Equitable Advisors, LLC. First Dallas Securities serves individual and institutional clients, offering discretionary portfolio management focused on equity securities. The firm combines fundamental and technical analysis to manage focused or concentrated small- to medium-cap and special-situation equity portfolios tailored to client objectives.

Porter Ozanne III is a financial advisor with Probity Advisors, Inc. in Dallas, TX, holding the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. He is president and a 70% shareholder of Probity Advisors, a role he has held since 2002, and is also a vice president and 50% owner of FA Holdings, Inc., a technology services company supporting Probity Advisors. In addition, he has operated Ozanne & Associates, a life insurance agency, since 1976. Probity Advisors, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs an investment approach that blends active stock and fixed-income management with ETF-based tactical allocation and quantitative rebalancing, supported by fundamental, technical, quantitative, and cyclical analysis.

Thomas Marshburn Jr. is a financial advisor with Capital Markets IQ, LLC in Arlington, TX. He holds Series 63 and Series 65 credentials and has 34 years of industry experience. Marshburn has been with Capital Markets IQ since 2016. Outside of advisory work, he owns Red Rock Mortgage Management LLC, which manages his personal mortgage-backed securities. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including individual investors, small businesses, and pension plans. The firm employs a multi-branch operating model with centralized supervision and offers a broad range of portfolio management, financial planning, and consulting services across various asset classes.

Justin Jones is a financial advisor with Fidelis Capital who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior roles include positions at Level Four Advisory Services, AE Wealth Management, Valiant Wealth Management, Advantage Commercial Lending, JL Cochran & Co, and Transamerica Financial Advisors. 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 uses a combination of quantitative, fundamental, technical, and economic analysis to guide portfolio management and also serves as a sub-adviser to a private fund exempt under the Investment Company Act of 1940.

Jeffrey Weathers is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Guidestone Advisors in Dallas, TX. He has been with GuideStone Financial Services since 2014. GuideStone Advisors, LLC 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 manages approximately $1.59 billion in discretionary assets and employs model portfolios and discretionary management with a faith-based investing policy.

Kira La Sage is a financial advisor at Lemnis Capital with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Lemnis Capital, she worked at Equitable Advisors, LLC. She is also engaged as a painter with La Sage Contracting Services and has worked as a food delivery driver for Uber Eats. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors and participants, trusts, and other business and institutional clients. The firm uses model portfolios and customized asset allocations, offering both discretionary and non-discretionary management, along with subscription-based financial planning memberships and retirement plan consulting.

Mark Henderson is a financial advisor at ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Institutional Securities Corporation in 2024, he worked at the University of Oklahoma and Lovejoy High School. ISC Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, and other U.S. and international organizations. The firm manages approximately $1.6 billion in assets and offers both discretionary and non-discretionary portfolio management, financial planning, and pension consulting, with investment decisions overseen by an internal committee and implemented through various advisory options.