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 and is also employed as a painter at La Sage Contracting Services. Additionally, she has worked as a food delivery driver for Uber Eats. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management utilizing model portfolios and customized asset allocation, 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.

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.

Jason Morton is a financial advisor at Vaquero Private Wealth, Ltd. in Dallas, TX, holding the CFP®, CFA®, and Series 63 designations with 12 years of industry experience. His prior roles include positions at Northern Trust and Shamrock Asset Management LLC. Vaquero Private Wealth is an independent advisory firm serving individuals, corporations, trusts, estates, donor-advised funds, retirement plans, and insurance company clients. The firm provides discretionary investment management and personalized financial planning, constructing customized, tax-aware portfolios that combine public and private investments across multiple asset classes.

Harry Martin is a financial advisor at GoalVest Advisory LLC in Dallas, TX, with 19 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining GoalVest Advisory in 2022, Martin worked at Rim Securities LLC and Rochdale Investment Management from 2008 to 2017. GoalVest Advisory primarily serves high-net-worth individuals, charitable organizations, and pooled investment vehicles, offering discretionary portfolio management, financial planning, and subadvisory services. The firm employs a combination of fundamental equity research, quantitative analysis, modern portfolio theory, and technical analysis to develop tailored investment strategies and typically manages accounts on a discretionary basis.

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 financial advisor with Ascentis Asset Management, LLC, holding CFP®, CFA®, and Series 66 designations and over 25 years of industry experience. Her prior work includes roles at Peak Brokerage Services, Sanders Morris Harris LLC, and J.P. Morgan Securities. Outside of finance, she works as an independent wine consultant. Ascentis Asset Management provides sub-advisory portfolio modeling and model construction services to other investment advisers and Unified Managed Account program sponsors, delivering model portfolios and implementation guidance rather than directly managing client accounts. The firm uses a combination of charting, fundamental, quantitative, and technical analysis to build custom asset allocations for primary advisers and platforms.

William Litton is a financial advisor at Lexington Hill Partners, LLC in Dallas, TX, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has worked at Lexington Hill Partners since 2019 and previously at Cypress Point Wealth Management LLC from 2014 to 2019. Lexington Hill Partners provides wealth management and investment advisory services to individuals and high-net-worth families, including trusts and corporate entities. The firm focuses on long-term, diversified portfolios with discretionary management and offers concierge-style consulting for complex family financial needs.

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.

Priya Intwala is a financial advisor at Clare Market Investments, LLC in Dallas, TX, with 14 years of industry experience. She holds a Series 66 designation and has worked at Clare Market since 2018, following a three-year tenure at Oppenheimer & Co. Inc. Clare Market Investments, LLC provides discretionary investment management and financial planning services for individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a primarily long-term investment approach grounded in fundamental analysis and manages approximately $556 million in discretionary assets across about 206 client relationships.

Joshua Gideon is a CFP® with 14 years of industry experience, currently with Richard P. Slaughter Associates, Inc. He has previously worked at Charles Schwab and Charles Schwab Bank. Outside of his financial advisory roles, he was involved with Utopian Bartending for nine years. Richard P. Slaughter Associates, Inc. provides wealth management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm combines active asset management with comprehensive financial planning, employing various investment strategies including options and manager selection, and offers both discretionary and nondiscretionary account management.

Jacob Andrew Howeth is a Series 66-registered advisor at Generational Wealth Advisors with eight years of industry experience. His work history includes roles at Fisher Investments, CUSO Financial Services, and Fidelity before joining Generational Wealth Advisors. Generational Wealth Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans. The firm uses a multi-disciplinary team approach emphasizing strategic asset allocation, diversification, and periodic rebalancing, primarily employing institutional mutual funds, ETFs, separately managed accounts, and alternative investments.

Jennifer Grant is a CFP®-certified financial advisor with 10 years of industry experience, currently practicing at Perryman Financial Advisory, Inc. in Dallas, TX. She has been with Perryman since 2017 and has prior experience with Financial Gravity Wealth Inc. and Grant Associates Consulting. Outside of her advisory role, Grant co-owns a family fitness business and serves on the finance committee of First United Methodist Church in Richardson, TX. She is also a director at The Ark House, a nonprofit providing low-cost housing to patients traveling to Dallas for medical care. Perryman Financial Advisory, Inc. manages just over $1 billion for approximately 510 clients through a team of eight advisors. The firm offers discretionary portfolio management, financial planning, and retirement-plan services to individuals, trusts, estates, charitable organizations, and corporate clients, using both fundamental and technical analysis to construct diversified portfolios incorporating a wide range of investment types.

Caleb Madden is a financial advisor at Madden Asset Management in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Madden Asset Management, he worked at Hodges Capital Management. Madden Asset Management provides discretionary and non-discretionary investment supervisory services and consulting to individuals, corporations, trusts, and other organizations, employing both fundamental and technical analysis to manage assets across multiple investment types.

Keith Pillers is a CFP® professional with seven years of industry experience. He has worked at Ackerman Capital Management since 2019 and previously held roles at Bank of Texas and THE MILESTONE GROUP, INC. Ackerman Capital Management provides wealth management services to high-net-worth individuals, families, trusts, corporations, charitable entities, and certain pension plans. The firm offers separately managed accounts and retirement plan consulting, and also sponsors private pooled funds, including a municipal bond fund and a multi-strategy digital-asset fund.

Ryan Taylor is a ChFC® and Series 66-licensed advisor at Lemnis Capital with three years of industry experience. He has previously worked at MassMutual Life Insurance Company, Mass Mutual Investors Services, and Equitable Advisors. Outside of his financial career, Taylor coaches group fitness classes at CrossFit Gallant. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors and participants, trusts, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management using model portfolios and customized asset allocation, along with subscription-based financial planning memberships and retirement plan consulting.

Daniel Dooley is a financial advisor at MIAI, Inc. in Dallas, TX, with 38 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. In addition to his advisory roles, he has served as a director of the Blanche Stanley Foundation since 2013, assisting with the management of its assets. MIAI, Inc. provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $213 million for around 274 clients through a team of four advisors, utilizing proprietary programs and platforms such as the MIAI Advisor Program and Fidelity Managed Account Xchange.

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.