Miguel Rundstrom Holguin is a financial advisor at QuadCap Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has worked at several firms including Exencial Wealth Advisors prior to joining QuadCap. QuadCap Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing investment management, financial planning, family office coordination, and trustee services. The firm uses a combination of third-party research, AI-enabled estate planning tools, and integrated tax preparation to tailor strategies to clients' goals and needs.

Monica Sipes is a CFP®-certified financial advisor with 15 years of industry experience. She currently works at QuadCap Wealth Management, LLC, joining the firm in 2024 after nine years at Exencial Wealth Advisors. QuadCap Wealth Management provides investment management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm combines traditional advisory services with AI-enabled platforms for estate planning and integrates tax preparation into its service offerings.

Richard Adkisson is a financial advisor with Crescent Advisor Group, Inc. in Plano, TX, holding a Series 65 designation and bringing 19 years of industry experience. He has been with Crescent Advisor Group since 2006 and is also a member of Greenbrier Associates LLC, where he provides real estate consulting related to non-publicly owned real estate. Crescent Advisor Group, Inc. serves a diverse client base including individuals, families, high-net-worth clients, and institutional investors, offering financial planning, portfolio management, and pension consulting. The firm employs a combination of technical and fundamental analysis across various investment strategies and integrates affiliated business lines such as brokerage and insurance services.

Eduardo Gandara is a financial advisor at Consilium Wealth Advisory, LLC with a Series 65 credential and two years of industry experience. Prior to joining Consilium Wealth Advisory, he worked at Ecentria and has held positions outside the financial industry, including roles at Stephen F. Austin State University and Lamps Plus. Consilium Wealth Advisory is a fee-based investment management and wealth advisory firm serving individuals, high-net-worth clients, and corporate entities. The firm offers comprehensive financial planning and portfolio management, utilizing both quantitative and qualitative analysis to build investment strategies, including a discretionary equity-focused approach balanced between value and growth.

Kelley Schubert is a CFP® with 26 years of industry experience, currently serving at Corus Family Wealth Advisors, Inc. in McKinney, TX. She has held leadership roles in multiple oil and gas exploration partnerships and maintains an affiliated accounting practice, Kelley J. Schubert, P.C. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, utilizing a long-term, asset-allocation approach grounded in modern portfolio theory. The firm typically employs diversified portfolios of ETFs and institutional mutual funds, with access to a broad range of asset classes including private credit, private real estate, and oil and gas partnership interests.

Joshua Dunham is a financial advisor at TFR Capital with 22 years of industry experience. He holds the Series 66 designation and has previously worked at SCF Securities, Inc. and SCF Investment Advisors, Inc. In addition to his advisory role, he is president and owner of JD FINCO Inc., a consulting and programming business. TFR Capital is a registered investment adviser serving individuals, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers personalized financial planning, discretionary investment management, and retirement-plan advisory services, employing a mix of fundamental, quantitative, and technical analysis to implement primarily long-term strategies tailored to client needs.

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.

Robin Austin is a financial advisor at Mills Wealth Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at U.S. Capital Wealth Advisors, LLC, USCA Securities LLC, and Usca Ria LLC. In addition to his advisory role, he has been an insurance agent since 1997. Mills Wealth Advisors serves individuals and high-net-worth clients, focusing on executives, business owners, and their families. The firm provides comprehensive wealth management services, including financial and business planning, retirement-plan advisory, and portfolio management, employing a fiduciary, goal-driven process with evidence-based CORE+ model portfolios and tax-aware implementation strategies.

Kira La Sage is a financial advisor at Lemnis Capital with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Equitable Advisors, LLC. Outside of financial advising, she is employed as a painter at La Sage Contracting Services. Lemnis Capital is an SEC-registered advisory firm managing approximately $97.9 million for around 352 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and direct indexing solutions to individuals, retirement plans, trusts, and other entities, utilizing both model portfolios and customized asset-allocation strategies.

Morris Williams is a financial advisor with RTW Financial Advisors Inc in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with RTW Financial Advisors since 1991 and is also affiliated with Momentum Independent Network Inc since 1998. Outside of his advisory work, Williams serves on the executive committee and board of directors of Dallas Summer Musicals, a nonprofit musical theatre organization. RTW Financial Advisors provides investment management, financial planning, retirement plan advisory, and performance measurement services to individuals, high net worth clients, estates, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a fundamental analysis-driven, long-term portfolio construction approach tailored to client objectives, tax situations, liquidity needs, and risk tolerances, managing approximately $581 million for around 178 clients.

Daniel Amador is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with GDS Wealth Management and has prior experience at Schwab Private Client Advisory, Charles Schwab & Co., Inc., and other firms. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management services. The firm manages approximately $1.28 billion in assets through a multi-advisor team of 15, utilizing model portfolios informed by Raymond James research across a range of equity and fixed income allocations.

Ji Seon is a financial advisor at GDS Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining GDS, Ji worked at Republic Services, The Boston Consulting Group, and Ford Motor Company. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management services. The firm manages approximately $1.28 billion in assets across a multi-advisor team of 15, utilizing model portfolios informed by Raymond James research that include a range of equity and fixed income allocations.

Alejandro Sierra is a financial advisor at SWBC Investment Company with 14 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at J.P. Morgan Securities LLC and Money Concepts Capital Corp. SWBC Investment Company provides investment advisory services to individuals, including high-net-worth clients, as well as banking institutions, charities, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, and private fund management, utilizing internal teams and sub-advisers to implement tailored investment strategies.

Chase Mcmellian is a financial advisor at CFO4Life in Coppell, TX, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at PwC and Reagor Dykes, and he has been affiliated with Ausdal Financial Partners since 2018. Outside of advising, he is also involved in insurance sales on a limited basis. CFO4Life provides comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm employs diversified asset allocation models using mutual funds, ETFs, direct indexing, and third-party managers, with ongoing portfolio monitoring and analysis tailored to client objectives.

Joshua Davis is a financial advisor at Moss, Luse & Womble, LLC with one year of industry experience. He holds a Series 65 designation and has previous work experience at East Texas Baptist University and Tapestry of Grace Prep School. Moss, Luse & Womble, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering fee-based discretionary portfolio management, financial planning, pension consulting, and accounting and payroll services. The firm employs a tactical allocation approach using proprietary risk models and primarily invests in exchange-traded funds and mutual funds to tailor portfolios to client objectives.

James Bassett is a financial advisor with Peak American Investment Advisors, Inc. in Plano, TX, holding a Series 65 designation and 11 years of industry experience. He has been with Peak American Investment Advisors since 2015 and is also involved with Peak American Financial Group, Inc. and Alpha Total Solutions, LLC, a software design and real estate company. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning. The firm combines technical and fundamental analysis in portfolio construction and integrates tax strategy and insurance coordination in retirement and income planning.

Kimberly Abmeyer is a CFP® and CFA® with 25 years of industry experience. She is currently with Ascentis Asset Management, LLC in Dallas, TX, and has held positions at Sanders Morris Harris LLC, Fuller Wealth Management, and Raymond James & Associates. Outside of her advisory work, she is an independent wine consultant. Ascentis Asset Management provides sub-advisory portfolio modeling and signaling services to other investment advisers and Unified Managed Account program sponsors. The firm focuses on constructing model portfolios and delivering implementation guidance through discretionary or non-discretionary arrangements.

James Palmersheim is a financial advisor with Signal Securities, Inc. in Grapevine, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Signal Securities since 2005 and concurrently works at American Airlines as a captain and director of veterans initiatives. He also serves as Co-chair and Vice President of the Tribute to Valor Foundation, a military and education nonprofit. Signal Securities, Inc. provides fee-based asset management and financial planning to individuals, pension plans, charitable organizations, and corporations. The firm focuses on risk management through diversified, model-based portfolios tailored to client financial data, time horizon, and risk tolerance, typically implementing recommendations with client consent.

David Wulfert is a financial advisor at Corus Family Wealth Advisors, Inc. with one year of industry experience. He holds a Series 65 credential and has previous experience at HighGround Advisors, High Street Logistics Properties, and Sandia National Laboratories. Wulfert also spent several years working in education-related roles, including at Dallas Baptist University and Pensacola Christian Academy. Corus Family Wealth Advisors is a registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on diversified, low-cost institutional mutual funds and ETFs, guided by modern portfolio theory, while also employing tailored allocations that may include private credit, private real estate, oil and gas partnerships, and derivatives in certain accounts.

Ronald Skalberg is a financial advisor with Beaird Harris Wealth Management, LLC in Dallas, TX, holding a Series 65 designation and 29 years of industry experience. He has been with Beaird Harris Wealth Management since 1996 and with Beaird Harris, PLLC since 1988. Outside of advisory work, he serves as Vice President of Beaird Harris & Co. PC, focusing on tax consulting, preparation, and counseling. Beaird Harris Wealth Management is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs Modern Portfolio Theory with diversified asset-class exposure primarily through low-cost mutual funds and ETFs, offering discretionary portfolio management and financial planning, and maintains a close affiliation with a certified public accounting firm.