Charmagne Darabadey is a Series 66-licensed advisor with First Dallas Securities Incorporated in Dallas, TX, having seven years of industry experience. Prior to joining First Dallas Securities in 2018, she worked at Envestnet Inc. from 2014 to 2018. Darabadey is involved with Tinderwealth, a startup focused on creating an app that connects advisors with clients and facilitates opening accounts to invest in advisor-managed portfolios. First Dallas Securities serves individual and institutional clients, including high-net-worth individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs discretionary portfolio management primarily focused on equity securities, combining fundamental and technical analysis to tailor concentrated equity portfolios aligned with client objectives.

Virginia Baker is a CFP® professional with 10 years of experience in financial advising, currently with Beaird Harris Wealth Management, LLC since 2015. She serves on the OneFPA Advisory Council Executive Committee, focusing on financial planning advocacy. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a diversified, Modern Portfolio Theory-based approach, utilizing low-cost mutual funds and ETFs, and offers expanded access to alternative investments.

Douglas White is a CFP® with 25 years of industry experience, currently serving as an advisor at Guidestone Advisors since 2009. He has been affiliated with Guidestone Financial Resources since 2001. Guidestone Advisors 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 typically implements client strategies through model portfolios and discretionary management, applying a faith-based investing policy.

Kelly Francis is a financial advisor at Thirteen Twenty-Two Advisors with 20 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Thirteen Twenty-Two Advisors, she worked at LPL Financial for over a decade. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and business entities. The firm uses a variety of investment methods, including fundamental and technical analysis and modern portfolio theory, and may utilize active strategies such as options and margin trading.

Heather Bridges is a financial advisor at Thirteen Twenty-Two Advisors with nine years of industry experience. She holds a Series 66 designation and has been associated with Thirteen Twenty-Two Advisors in various capacities since 2012. In addition to her advisory role, she operates the H.R. Bridges Agency, an insurance agency. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and business entities. The firm uses fundamental and technical analysis along with modern portfolio theory to manage accounts, and offers access to multiple advisory programs through LPL Financial.

James Gonzales II is a CFP® professional with eight years of experience in the financial services industry. He has held positions at Optimus Capital Advisors, LLC, Charles Schwab & Co., Inc., US Trust, and Heartland IT Consulting. Gonzales is based in Fort Worth, TX, and holds Series 63 and Series 66 licenses. He is a member of WPWealth LLP, a firm that provides investment advisory and consulting services to individuals, partnerships, trusts, estates, corporations, charitable organizations, and retirement plans. WPWealth employs an asset class–based investment approach with global diversification and selective fixed-income positioning, offering both discretionary and non-discretionary services along with technology-driven client management tools.

Catherine Bailey is a financial advisor at Ascentis Asset Management, LLC in Dallas, TX, with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Golden State Equity Partners, ORG Partners, LLC, Castleview Partners, LLC, and TD Ameritrade, INC. Ascentis Asset Management provides sub-advisory portfolio modeling and model portfolio construction services to other investment advisers and Unified Managed Account program sponsors. The firm uses various analytical methods to build asset allocations and select investments, delivering model portfolios and implementation guidance without directly managing client assets.

Jacob King is a CFP® professional with 17 years of experience at Beaird Harris Wealth Management, where he has worked since 2004. He 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 a diversified investment approach based on Modern Portfolio Theory, primarily using low-cost mutual funds and ETFs, with recent expansions into alternative investments and tax-managed strategies.

Annette Hamil is a financial advisor with Trinity Portfolio Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with Trinity Portfolio Advisors since 2010. Outside of her advisory role, she is also licensed as an insurance agent, involved in the sales and service of life, fixed annuities, and health insurance. 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, utilizing a risk-focused, probability-based investment approach that combines fundamental and technical analyses along with proprietary model portfolios.

Alisha Reilly is a CFP® with 12 years of industry experience, currently serving at Ascentis Wealth Management, LLC. Her prior roles include positions at ORG Wealth Partners, Lane Gorman Trubitt, PLLC, and Lido Advisors, LLC. She is a licensed insurance agent and provides pro bono financial planning services in Tucson, AZ. Ascentis Wealth Management advises individuals, including high-net-worth clients, as well as institutional and corporate clients such as pension plans and charitable organizations. The firm offers financial planning, retirement plan consulting, and both discretionary and non-discretionary investment management, employing strategic and tactical asset allocation across various investment vehicles.

James Plumlee is a financial advisor with CS Planning Corp in Dallas, Texas, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with CS Planning Corp since 2021 and also serves as Managing Partner of MPAC Consulting Group LLC, an insurance and consulting firm where he is a licensed insurance agent appointed with multiple carriers. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory and financial planning services to individuals, businesses, retirement plans, and various organizations. The firm uses a multi-advisor model to create broadly diversified portfolios tailored to clients’ risk tolerance and goals, often managing accounts on a discretionary basis.

Jackson Suss is a financial advisor at WPWealth LLP with one year of industry experience. He holds a Series 65 designation and has prior work experience at First Financial Bank, LAM Technology, and Abilene Christian University. WPWealth provides investment advisory and consulting services to a broad range of clients, including individuals, trusts, and charitable organizations. The firm uses an asset class-based investment approach focused on global diversification and selective fixed-income positioning, offering both discretionary and non-discretionary portfolio management.

Steven Lugar is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Beaird Harris Wealth Management, LLC since 2000. He holds Series 63 and Series 65 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 applies Modern Portfolio Theory with diversified asset-class exposure mainly through low-cost mutual funds and ETFs, and offers discretionary portfolio management along with financial planning and retirement-plan consulting.

Scott Hayes is a financial advisor at ISC Advisors, Inc. in Dallas, TX, with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Institutional Securities Corp since 2016 and at ISC Investment Management LLC since 2013. Hayes serves as Director and Treasurer for the St John Land Conservancy, a nonprofit organization, contributing time to awareness and fundraising efforts. ISC Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, corporate pension plans, and charitable institutions. The firm manages approximately $1.6 billion in assets, offering both discretionary and non-discretionary portfolio management, financial planning, and pension consulting, with investment decisions guided by an internal Investment Committee.

Gabriel Neuenschwander is a financial advisor with Murphy & Sylvest in Dallas, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Sylvest Advisors, LLC, he worked at J.P. Morgan Securities and Equitable Advisors. He has a background that includes roles outside finance, such as at the Cincinnati Athletic Club and the University of Cincinnati. Murphy & Sylvest provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined, long-term investment approach that combines strategic asset allocation with fundamental and quantitative analysis.

Craig Rogers is a Series 65-licensed financial advisor with 24 years of industry experience. He has been with Rogers Capital Management, Inc. since 1995. Rogers Wealth Group, Inc. serves high-net-worth individuals and institutional clients, including retirement plans, trusts, charitable organizations, corporations, and banks. The firm manages approximately $1.04 billion in assets, focusing on portfolios built from institutional-share mutual funds and ETFs with an emphasis on global diversification, cost control, and high credit quality fixed income.

Samuel Ellis is a CFP® professional with eight years at Requisite Capital Management LLC and a total of five years in the financial advisory industry. Prior to joining Requisite, he had brief roles at Publicis Hawkeye and UBS Financial Services. He is based in Dallas, TX. Requisite Capital Management LLC provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs a combination of fundamental and technical analysis with a generally long-term focus, offering a varied investment menu that includes ETFs, equities, fixed income, options, private equity, and credit funds, among other strategies.

Elizabeth Sullivan is a CFP® professional with five years of industry experience, currently serving as an advisor at Murphy & Sylvest in Dallas, TX. She spent one year at Ameriprise before joining Sylvest Advisors LLC, dba Murphy & Sylvest, where she has worked for four years. Outside of her advisory role, Sullivan is the President of the nonprofit board For the Love of the Lake and is involved with the Plano Chamber of Commerce Women's Division. Murphy & Sylvest provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined, long-term investment approach that incorporates strategic asset allocation, fundamental and quantitative analysis, and uses discretionary authority to implement client-specific Investment Policy Statements.

Michael Shisler is a financial advisor at Signal Securities, Inc. in Fort Worth, TX, holding a Series 66 designation with six years of industry experience. Prior to joining Signal Securities in 2018, he has been Vice President of Operations at LWS Transportation LLC since 2006, where he manages freight brokerage operations. He also provides tax preparation and bookkeeping services at an accounting firm. Signal Securities, Inc. offers fee-based asset management and financial planning to individuals, pension plans, charitable organizations, and corporations, focusing on risk management through diversified, model-based portfolios tailored to client needs.

Buddy Butler is a financial advisor with Signal Securities, Inc. in Keller, TX, holding a Series 63 license and 40 years of industry experience. He has been with Signal Securities since 2006. Outside of his advisory role, he owns a tax preparation business, Butler Investment Group. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm’s investment approach emphasizes risk management through diversification and a consultative process to tailor model portfolios or customized investment mixes.