Joshua Biggs is a CFP® professional with 15 years of industry experience, currently serving at Guidestone Advisors since 2008. He holds a Series 63 license and is based in Dallas, TX. 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 employs a faith-based investing policy and offers discretionary management primarily through affiliated mutual funds and third-party separately managed accounts.

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.

Corbin Caudle is a financial advisor at Burford Brothers, Inc. with a Series 65 credential and one year of industry experience. He has held roles at Burford Caudle Family Capital and Lee Financial, and has been associated with Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company since 2017. Outside of advisory work, he provides bookkeeping services for a family-owned commercial office leasing business. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary asset management, financial consulting, retirement plan advisory, and a multi-family office division, employing a range of investment strategies tailored to client objectives and risk tolerances.

Clive Blowers is a CFP® with 32 years of industry experience, currently serving at ISC Advisors, Inc. in Dallas, TX. His prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Services LLC. He is also the owner of Weybridge Wealth Management LLC. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients by providing financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services. The firm offers a proprietary managed-account program and utilizes model portfolios overseen by an Investment Committee, employing mutual funds and ETFs with selective delegation to third-party sub-advisors.

Stephanie Williams is a CFA® charterholder with 17 years of industry experience. She is currently with TFR Capital, a team-based firm where she has worked since 2024. Prior to joining TFR Capital, she was employed at Envestnet Asset Management for five years and had a four-year period as a homemaker. TFR Capital serves individuals, including high-net-worth clients, as well as entities such as family offices, trusts, estates, and qualified retirement plans. The firm offers personalized financial planning and discretionary investment management, employing a combination of fundamental, quantitative, and technical analysis with an emphasis on long-term strategies using low-fee investment vehicles.

Guy Collins is a CFP® with 25 years of industry experience, currently working at Alden Investment Group. His prior roles include positions at OSAIC, Triad Advisors, Kestra Investment Services, and Burns-Fazzi, Brock. Alden Investment Group provides discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients. The firm focuses on customized asset allocations using proprietary strategies and third-party managers, supports employer retirement programs and executive benefits, and emphasizes participant education and unified household reporting through its Alden COVE platform and Pontera integration.

Daniel Gibson is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has worked at firms including Rock & Co LLC, Rockefeller Financial LLC, Bank of America, and Merrill prior to joining MSH Capital Advisors LLC and 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 delivers personalized advice through independent advisors and utilizes third-party platforms and sub-advisers to implement specialized investment strategies.

Charles Thomas is a CFP® with 10 years of industry experience, currently serving as a financial advisor at SFMG Wealth Advisors since 2022. His prior experience includes roles at Howard Financial Services, Ltd., Birdsong CPA, Elm Valley Group, and Cain Watters & Associates. He is the owner and founder of Elm Valley Group, a tax consulting and compliance business. SFMG Wealth Advisors provides wealth management services to individuals, high-net-worth families, pension, and trust clients, combining financial planning with investment management. The firm emphasizes a planning-first approach supported by an Investment Committee and employs advanced tools to model retirement scenarios.

Grayson Hatfield is a CFP® professional with 11 years of experience at Moss, Luse & Womble, LLC. He has worked with the firm since 2015 in their Plano, TX office. Moss, Luse & Womble, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using proprietary risk models to tailor portfolios primarily constructed with ETFs and mutual funds, and also provides accounting, tax preparation, and payroll services to business clients.

Joseph Badinger is a financial advisor at AssetBuilder, Inc. in Plano, TX, holding a Series 65 designation with three years of industry experience. Prior to joining AssetBuilder in 2022, he worked at Deloitte & Touche from 2019 to 2022. AssetBuilder provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a buy-and-hold, asset-allocation strategy centered on Dimensional Fund Advisors products and emphasizes diversification and disciplined portfolio management.

Cody Caldwell is a CFP® professional with three years of industry experience. He has been with Moss, Luse & Womble, LLC since 2019, following brief roles at Saville, Dodgen & Co. and Northrop Grumman Corporation. Prior to his financial career, he spent three years at Dallas Baptist University. Moss, Luse & Womble, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using proprietary risk models and combines investment advisory services with accounting, tax preparation, and payroll offerings.

Ryan Shea is a CFP® certificant with 10 years of industry experience currently with Apeiron in Dallas, TX. His prior experience includes roles at Charles Schwab, Merrill, Bank of America, and Fidelity Investments. 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 other institutional clients. The firm employs a holistic, discretionary approach to portfolio management, using a range of analytical methods and investment vehicles while acting as a fiduciary for retirement accounts.

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 license with eight years of industry experience. His prior work includes roles at Institutional Securities Corp, Merrill Lynch Wealth Management, and Cirlot Agency. ISC Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable institutions. The firm offers portfolio management, financial planning, and pension consulting, with investment decisions overseen by an internal committee and implemented through a variety of advisory options including managed accounts, mutual funds, ETFs, and third-party managers.

John Weatherly is a financial advisor at Insight Wealth Partners with seven years of industry experience. He holds a Series 65 designation and has been with Insight Wealth Partners since 2017. Prior to his advisory role, he worked at Dallas Baptist University for three years. Insight Wealth Partners is a multi-team firm serving individuals, trusts, retirement plans, and businesses with financial planning, portfolio management, and pension consulting. The firm combines Modern Portfolio Theory–based asset allocation with tactical strategies and offers a Synthetic Equity Portfolio strategy, while maintaining ongoing portfolio oversight and due diligence on third-party managers.

Brandon Anderson is a CFP® with six years of industry experience, currently with Astra Wealth Management Group in Plano, TX. His prior experience includes roles at LPL Enterprise, Pruco Securities, LLC, and Prudential Financial. Astra Wealth Management Group provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using diversified portfolios constructed with various securities and offers a subscription-based consulting service.

Mason Clark is a financial advisor with Howard Financial Services, Ltd. in Dallas, TX, holding a Series 65 designation and six years of industry experience. He has worked at Howard Financial Services since 2019 and previously held positions at Sullivan, Bruyette, Speros & Blayney, Texas Tech University, and Alamo Drafthouse Cinema. Howard Financial Services, Ltd. is a fee-only wealth management firm serving high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm provides personalized investment management and financial planning, typically using strategic asset allocation across multiple asset classes and managing most accounts on a discretionary basis.

Zachary Duren is a financial advisor at Crescent Advisor Group, Inc. He holds a Series 66 designation and has five years of experience in the industry. Prior to joining Crescent Securities Group, Inc., he worked at TruGreen and Lone Star Park. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to a diverse range of clients, including individuals, families, institutions, and non-profits. The firm employs a combination of technical and fundamental analysis and offers both discretionary and non-discretionary management, supported by a network of affiliated business lines and professionals.

Stephen Hart is a CFP® with 10 years of industry experience and has been with Talis Advisory Services, LLC since 2015. He is also a licensed insurance agent for life, accident, and health insurance. He is based in Richardson, TX and works with Generational Wealth Advisors. Generational Wealth Advisors provides discretionary investment management, financial planning, and risk-management advice to a diverse client base including individuals, trusts, foundations, pension plans, business entities, and charitable organizations. The firm employs a multi-team advisory model and emphasizes strategic asset allocation and diversification using institutional-share mutual funds, ETFs, and separately managed accounts.

Lori Dunn is a financial advisor at Peak American Investment Advisors, Inc. with six years of industry experience. She holds a Series 65 designation and has been associated with various entities within the Peak American Financial Companies group since 2018. In addition to her advisory role, she serves as Director of Human Resources and Compliance at Peak American Financial Group, Inc. Peak American Investment Advisors serves individual and high-net-worth clients, providing discretionary wealth management and comprehensive financial planning. The firm integrates technical and fundamental analysis in its investment approach and includes tax strategy and insurance coordination in its retirement and income planning services.