Peter Roe is a financial advisor with RTW Financial Advisors Inc in Dallas, TX, holding Series 63 and Series 65 licenses 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 advisory work, he participates in securities industry focus groups for market research purposes. RTW Financial Advisors manages approximately $508 million for around 157 clients, providing customized portfolio management, financial planning, and family office services. The firm employs a long-term investment approach combining fundamental analysis and asset allocation, tailoring portfolios to client-specific objectives and risk tolerance.

Dewayne Nelson Jr. is a financial advisor with Collective Wealth Advisors LLC in Coppell, TX, holding Series 63 and 66 designations and bringing 32 years of industry experience. He previously worked at GENEOS Wealth Management Inc. and has operated as a sole proprietor. Outside of finance, Mr. Nelson serves as an interim pastor for St. Peter Lutheran Church, contributing to worship and religious education. Collective Wealth Advisors LLC provides fee-based investment management and financial planning to individuals, charitable organizations, businesses, and qualified retirement plans. The firm employs a client-centered approach, utilizing third-party account administration and multiple sub-advisors to manage diversified portfolios, and is notable for offering educational seminars alongside its fiduciary services.

Douglas Wood II is a CFP® and holds a Series 65 license, with two years of industry experience. He currently works at Ascentis Asset Management, LLC and has previous experience at ORG Partners Asset Management and Greg Homesley CPA PC. Ascentis Asset Management provides sub-advisory portfolio modeling, model construction, and signaling services to other investment advisers and Unified Managed Account program sponsors, focusing on delivering model portfolios and implementation guidance rather than directly managing client assets. The firm employs charting, fundamental, quantitative, and technical analysis to build asset allocations and creates custom models based on parameters set by primary advisers.

Erick Kuebler is a financial advisor with Sanders Morris LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Sanders Morris Harris LLC since 2016 and has prior experience at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Sanders Morris LLC provides investment advisory and related services to individuals, high-net-worth clients, retirement plan sponsors, trusts, estates, and business entities. The firm offers portfolio management primarily through wrap-fee programs and utilizes third-party portfolio managers, combining advisory and brokerage services within a dual registration structure.

Mark Keffer is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. He has worked at ISC Advisors, Institutional Securities Corp, and as the sole proprietor of MK Financial Services. Keffer manages several web domains related to his advisory services under MK Financial Services. ISC Advisors serves a diverse client base including individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable institutions, managing over $1.6 billion in assets through 27 advisors. The firm offers portfolio management, financial planning, and pension consulting with both discretionary and non-discretionary options, supported by an internal Investment Committee and multiple advisory programs.

Natalie Floyd is a financial advisor at Worth Asset Management in Dallas, TX, holding a Series 65 license with three years of industry experience. She has been with Worth Asset Management since 2023 and also teaches first grade students at Trinity Christian Academy. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans, offering additional financial planning and insurance-related advice. The firm uses a diverse mix of security analysis methods, employs outside managers and sub-advisors, and conducts quarterly account reviews tailored to client objectives.

Kenneth Hast is a financial advisor at Crescent Advisor Group, Inc. with 12 years of industry experience. He holds the Series 66 credential and has previously worked at Realta Equities, Inc., Crescent Securities, and Titan Securities. Hast is also involved as a partner in Hast Financial Group, an investment advisory firm serving insurance company clients. Crescent Advisor Group, Inc. provides financial planning and portfolio management to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and non-profits. The firm uses a combination of technical and fundamental analysis and offers a range of investment strategies, along with due diligence and monitoring of third-party advisers.

Shelby Chesnut is a CFP® professional with four years of experience, currently serving at Howard Financial Services, Ltd. in Dallas, TX. Shelby’s prior work includes roles at Texas Tech University and the Lamar School District RE-2. Howard Financial Services provides personalized investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm’s investment approach emphasizes strategic asset allocation across equities, fixed income, and alternative investments, utilizing fundamental, technical, and quantitative analysis in portfolio construction.

David Richards is a financial advisor at Generational Wealth Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Talis Advisory Services since 2015. Outside of advising, Richards owns an aircraft consulting business and serves as a captain for American Airlines. Generational Wealth Advisors provides discretionary investment management and financial planning to a diverse client base, using a multi-team model and a long-term, strategic investment approach grounded in Modern Portfolio Theory.

William Saplicki is a financial advisor with Hibernia Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial, First Allied Advisory Services, and LS Wealth Strategies. Hibernia Wealth Partners, LLC is an SEC-registered investment adviser managing approximately $372.5 million in client assets, serving individuals, trusts, retirement plans, and institutional investors. The firm offers customized portfolio management, financial planning, ERISA plan services, and third-party manager oversight, employing a range of investment strategies tailored to client objectives.

Michael Mills is a Certified Financial Planner® with 26 years of industry experience and has been with Mills Wealth Advisors, LLC since 2003. He holds additional designations including Certified Fund Specialist (CFS), Chartered Life Underwriter (CLU), and Certified Exit Planning Advisor (CEPA®). Outside of his advisory role, Mills is involved in real estate investment through ownership interests in several entities unrelated to his firm’s business. Mills Wealth Advisors serves individuals and high-net-worth clients, particularly executives and business owners, offering wealth management, financial and business planning, retirement-plan advisory, and portfolio management services. The firm employs a fiduciary, goal-driven process with evidence-based CORE+ model portfolios and is notable for sponsoring private pooled investment vehicles and using performance-based fee arrangements with certain clients.

Lee Bradshaw is a financial advisor at First Dallas Securities Incorporated with nine years of industry experience. He holds the Series 66 designation and has worked at both Hodges Capital Management and First Dallas Securities since 2017. Bradshaw also worked at Texas State University from 2015 to 2016. First Dallas Securities serves individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations, managing discretionary equity portfolios with an emphasis on fundamental and technical analysis. The firm operates with a small team and oversees approximately $398 million in discretionary assets.

Matthew Oberst is a financial advisor at Trinity Portfolio Advisors, LLC in Plano, TX, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Trinity since 2009 and at MassMutual Financial Group since 2006. Outside of his advisory role, he is a 2% owner of All Season Greens, LLC, a company that produces hydroponic systems for growing living greens for both animal and human consumption. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for nearly 700 clients. The firm offers financial planning, consulting, and investment management services to a diverse client base, employing a risk-assessed, probability-based investment approach that integrates fundamental and technical analyses alongside proprietary model portfolios.

Christopher Soviero is a financial advisor at DHL Wealth Management LLC in Richardson, TX, holding a Series 66 license with seven years of industry experience. His prior roles include positions at UBS, Commerce Trust, Hillcrest Bank, and Wells Fargo. DHL Wealth Management LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, offering estate-planning referrals and educational seminars. The firm employs a long-term investment approach based on modern portfolio theory and manages assets through custodial services at Schwab Institutional and third-party managers when appropriate.

John Gordon is a financial advisor at Vaquero Private Wealth, Ltd. in Dallas, TX, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Syntal Capital Partners. Vaquero Private Wealth provides investment management and financial planning services to individuals, high-net-worth clients, and institutional accounts, utilizing a research-driven approach to construct diversified portfolios across public and private markets.

William Cirksena is a Series 66-licensed advisor at MDRN Capital with five years of industry experience. He previously worked at Cetera Advisor Networks and Enterprise Fleet Management. He is also involved in insurance sales, dedicating about 10% of his time to this activity. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and comprehensive financial planning through a multi-advisor team. The firm constructs portfolios using unaffiliated independent managers and low-cost mutual funds and ETFs, combining fundamental and technical analysis with ongoing oversight.

Matthew Brown is a CFP® with 12 years of industry experience, currently serving as an advisor at Mills Wealth Advisors, LLC since 2017. Prior to this, he worked at TD Ameritrade from 2013 to 2017. He holds Series 65 and Series 63 licenses. Mills Wealth Advisors, LLC provides wealth management, financial planning, business planning, retirement-plan advisory, and portfolio management services to individuals, high-net-worth clients, executives, and business owners. The firm employs an evidence-based CORE+ investment framework combining diversified low-cost core holdings with selective satellite positions, emphasizing tax-aware trading and ongoing monitoring aligned with client objectives.

Johanna Moya is a Series 65-licensed financial advisor with two years of industry experience. She is currently with EVOAdvisors and previously worked at BlueSky Wealth Advisors, LLC. EVOAdvisors serves individuals, business owners, trusts, employer retirement plans, and charitable organizations with ongoing financial planning and portfolio management. The firm offers fee-only, fiduciary advisory services focused on evidence-based investment strategies, strategic asset allocation, and broad diversification using no-load mutual funds and ETFs.

Edward Hoffman is a financial advisor at Sanders Morris LLC with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Merrill Lynch, Morgan Stanley, and Sanders Morris Harris. Outside of advisory work, he is the founder of FLY Holdings LLC, a men's grooming business. Sanders Morris LLC provides investment advisory and brokerage services to individuals, high net worth families, retirement plans, trusts, estates, corporations, and other entities. The firm primarily manages discretionary accounts through wrap‑fee programs and utilizes third‑party portfolio managers and model portfolios to implement diversified investment strategies tailored to client objectives and risk tolerance.

Amanda Sasko is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Strata Wealth Advisors, LLC. She has two years of industry experience, with prior roles at Exencial Wealth Advisors, True North Advisors, and Hedgefield Wealth. Strata Wealth Advisors is a team-based firm managing over $927 million in assets, offering investment management, financial planning, and retirement consulting services to individuals, trusts, estates, and institutional clients. The firm employs a tailored investment approach that includes diverse asset classes and utilizes technology platforms for client reporting and account management.