Reid Rottino is a financial advisor at ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation with five years of industry experience. His prior work includes roles at ISC Group, Inc., The Trails Golf Club, and Tyler Technologies. ISC Advisors 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 across discretionary and non-discretionary portfolios and offers financial planning, pension consulting, and a range of advisory options including managed-account programs and third-party sub-advisors.

Harrison Smith is a financial advisor at McGowanGroup Asset Management, Inc. in Dallas, TX, holding a Series 65 designation and five years of industry experience. He has been with McGowanGroup since 2019 and previously studied at Texas Tech University. McGowanGroup Asset Management, Inc. serves individuals, high-net-worth clients, trusts, retirement plans, and other entities with fee-based asset and portfolio management. The firm employs a model-driven investment process combining tactical multi-asset allocation with income or growth selection, offering wrap and non-wrap fee programs and utilizing Pershing Advisor Solutions for trade execution and account services.

Emma Callaway is a financial advisor at Guidestone Advisors with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at GuideStone Financial Resources and BlueSprig. Emma also has a background in education and retail, having worked at Dallas Baptist University and Chick-fil-A. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm applies a faith-based investing policy and uses model portfolios primarily composed of affiliated GuideStone Funds, with options for unaffiliated mutual funds and third-party managed accounts.

Andrew Herzog is a CFP® with three years of industry experience, currently serving as an advisor at The Watchman Group, Inc. in Plano, TX. His prior experience includes roles at Beacon Pointe Advisors, Wisniewski Wealth Management, and Northwestern Mutual. The Watchman Group provides fee-only wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm focuses on customized, asset-allocation-driven portfolios using a combination of fundamental, quantitative, and qualitative analysis, primarily implementing discretionary strategies.

John Howard is a financial advisor at Howard Financial Services, Ltd. in Dallas, TX, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Howard Financial Services, Inc. since 2003. Howard serves as a board member of the Camp John Marc Foundation, which operates a camp for disabled or impaired children. Howard Financial Services, Ltd. is a fee-only wealth management firm that provides personalized investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm employs strategic asset allocation across various asset classes and manages most client accounts on a discretionary basis.

James Zimmerman is a CFP® with 19 years of industry experience and has been with Beaird Harris Wealth Management, Inc. since 2015. He holds Series 63 and Series 66 licenses and is based in Dallas, TX. 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 through diversified, low-cost mutual funds and ETFs, incorporates alternative investments, and operates in affiliation with a certified public accounting firm, offering access to specialized fund offerings and tax-managed investment strategies.

Jennifer Cook is a CFP® professional with eight years of experience, currently serving as an advisor at Cypress Point Wealth Management, LLC. She previously worked at Quest Capital Management, Inc. and Evensky & Katz/Foldes Financial Wealth Management. Jennifer is involved in the financial planning community as the 2022 Special Events Director for the Financial Planning Association of Dallas and Fort Worth and serves on the Texas Tech University Personal Financial Planning Alumni Advisory Board. She also provides pro bono financial coaching to widows through Wings for Widows. Cypress Point Wealth Management serves high-net-worth individuals, families, trusts, and select family office clients, offering financial planning, discretionary investment management, and family office services. The firm employs a long-term, low-turnover investment approach focused on diversified, balanced portfolios emphasizing tax efficiency and asset allocation.

Robert Badger is a financial advisor at Dash Investments with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Dash Investments in 2025, he worked at Fisher Investments, Bank of America, Merrill, JPMorgan Chase Bank, J.P. Morgan Securities LLC, and Thrivent Financial. Dash Investments provides discretionary portfolio management and comprehensive financial planning services primarily to individuals, high-net-worth clients, estates, and trusts with at least $1,000,000 in investable assets. The firm employs a long-term, value-oriented investment approach focused on a limited number of industries, integrating financial planning and tax analysis into client relationships.

Joshua Biggs is a CFP® with 16 years of industry experience and has been with Guidestone Financial Resources since 2008. He is based in Dallas, TX, and holds a Series 63 license. GuideStone Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm utilizes model portfolios primarily composed of affiliated GuideStone Funds within a faith-based investing framework and offers a range of advisory programs including discretionary management and ERISA-limited personal advisory services.

Thomas Hamilton is a financial advisor at Orion Wealth Management LLC with five years of industry experience. He holds a Series 66 designation and has worked at LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, LLC, and his own firm, Hamilton & Associates. Orion Wealth Management LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients. The firm uses a combination of fundamental, quantitative, and technical analysis along with modern portfolio theory to manage long-term investments across various asset classes, and it is notable for sponsoring a wrap fee program and managing primarily non-discretionary assets.

Nicole Williams is a financial advisor at Guidestone Advisors in Dallas, TX, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at Fidelity Investments, the City of Philadelphia Law Department, and Bank of America, N.A. Outside of finance, she operated Thekari Designs Custom Woodwork for eight years. 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 employs model portfolios and discretionary management with a faith-based investing policy and offers various packaged programs such as GuideStone Wealth Management and GuideStone Personal Advisory Services.

Darla Ripley is a financial advisor with Oxbow Advisors, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at Compass Real Estate, Briggs Freeman Sotheby's Realty, and Dave Perry Miller Real Estate, and has been with Oxbow Advisors since 2012. Ripley was also involved with Dreamfield Arabian Racehorses, Inc. for 27 years and is a general partner of Houston Hotel Magazine, LLC. Oxbow Advisors is a registered investment adviser serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, foundations, and corporations. The firm offers discretionary portfolio management and financial planning, utilizing a combination of fundamental, technical, and cyclical analysis to tailor investment strategies to client needs.

Corbin Caudle is a financial advisor with Burford Brothers, Inc. in Dallas, TX, holding a Series 65 designation and two years of industry experience. He has prior experience with Burford Caudle Family Capital and Lee Financial, and has worked with Northwestern Mutual since 2017. Outside of advising, he performs bookkeeping for a family-owned commercial office leasing business. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, and retirement plans, offering discretionary asset management, retirement plan consulting, and financial consulting. The firm provides multi-family office–style services through its Burford Caudle Family Capital division, employing a range of investment strategies tailored to each client’s needs.

Clive Blowers is a CFP® with 33 years of industry experience, currently with ISC Advisors, Inc. in Dallas, TX. His prior roles include positions at Wells Fargo Clearing and Chase Investment Services Corp. He also owns Weybridge Wealth Management LLC. ISC Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering portfolio management, financial planning, and pension consulting, with investment decisions guided by an internal committee and a variety of advisory programs.

Guy Collins is a CFP® with 25 years of industry experience. He is currently with Alden Investment Group and previously worked at Triad Advisors, Kestra Investment Services, Burns-Fazzi, Brock, and Newport Group Securities. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm specializes in retirement programs and executive benefits for small and mid-sized employers, using a customized investment approach that incorporates proprietary strategies, third-party managers, and technology platforms for comprehensive asset management.

Daniel Gibson is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has worked at Driftmark Capital, Rockefeller Financial LLC, Bank of America, and Merrill before joining MSH Capital Advisors and its affiliated broker-dealer M.S. Howells & Co. in 2025. Outside of his advisory role, he owns and manages a short-term rental property in Mena, Arkansas. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm utilizes a network of independent IARs who offer tailored advice and access to specialized strategies through unaffiliated sub-advisers, supported by third-party technology platforms and custodians.

Charles Thomas is a CFP® and Series 65-licensed advisor with 10 years of industry experience, currently with SFMG Wealth Advisors. His prior experience includes roles at Howard Financial Services, Birdsong CPA, Elm Valley Group, and Cain Watters & Associates. He is also the owner and founder of Elm Valley Group, a general tax consulting and compliance business. SFMG Wealth Advisors is a team-based wealth management firm that serves individuals, families, pension plans, trusts, and corporate clients. The firm provides integrated financial planning and discretionary portfolio management, utilizing a centralized Investment Committee to guide personalized investment programs with strategic and tactical adjustments.

Ryan Shea is a CFP® with 10 years of experience in the financial services industry. He currently advises at Apeiron and has held positions at firms including Merrill, Bank of America, Fidelity Investments, and Charles Schwab. 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 institutional clients. The firm employs a holistic, discretionary approach to portfolio management, utilizing fundamental and technical analysis alongside various third-party programs, and manages approximately $852 million in client assets.

Rodney Madden is a financial advisor with Madden Asset Management based in Dallas, TX, holding Series 63 and Series 66 licenses and offering 24 years of industry experience. He has worked at Cumberland Hill Capital Management, LLC since 2006 and has been with Madden Asset Management since 2002. Outside of his advisory role, he serves as managing director and general partner in multiple non-investment related business ventures, including several Ironwood Funding Management entities and ownership interests in two LLCs. Madden Asset Management provides discretionary and non-discretionary investment supervisory services and consulting to individuals, corporations, trusts, estates, foundations, and other organizations. The firm employs a client-specific approach to asset allocation across equities, fixed income, cash, and alternatives, using both fundamental and technical analysis and offering various implementation strategies.

Tyler Kastner is a financial advisor at ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation with nine years of industry experience. Prior to joining ISC Advisors, he worked at Merrill Lynch Wealth Management. 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 offers portfolio management, financial planning, and pension consulting, managing approximately $1.6 billion in assets through a combination of discretionary and non-discretionary strategies overseen by an internal Investment Committee.