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.

Porter Ozanne III is a financial advisor with Probity Advisors, Inc. in Dallas, TX, holding the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. He is president and a 70% shareholder of Probity Advisors, a role he has held since 2002, and is also a vice president and 50% owner of FA Holdings, Inc., a technology services company supporting Probity Advisors. In addition, he has operated Ozanne & Associates, a life insurance agency, since 1976. Probity Advisors, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs an investment approach that blends active stock and fixed-income management with ETF-based tactical allocation and quantitative rebalancing, supported by fundamental, technical, quantitative, and cyclical analysis.

Justin Jones is a financial advisor with Fidelis Capital who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior roles include positions at Level Four Advisory Services, AE Wealth Management, Valiant Wealth Management, Advantage Commercial Lending, JL Cochran & Co, and Transamerica Financial Advisors. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and non-profit organizations, and other business entities. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide portfolio management and also serves as a sub-adviser to a private fund exempt under the Investment Company Act of 1940.

Joshua Dunham is a Series 66-licensed financial advisor with over 22 years of industry experience. He has worked at several firms including UBS Financial Services, Fortitude Advisory Group, and SCF Securities before joining TFR Capital in 2024. Outside of his advisory role, he is president and owner of JD FINCO Inc., a consulting and programming business. TFR Capital provides personalized financial planning and discretionary investment management to individuals and entities such as family offices and qualified retirement plans. The firm’s investment approach combines fundamental, quantitative, and technical analysis overseen by an Investment Committee, generally focusing on long-term strategies while allowing for shorter-term trades when appropriate.

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, LLC. She is also engaged as a painter with La Sage Contracting Services and has worked as a food delivery driver for Uber Eats. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors and participants, trusts, and other business and institutional clients. The firm uses model portfolios and customized asset allocations, offering both discretionary and non-discretionary management, 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.

Joshua Davis is a financial advisor at Moss, Luse & Womble, LLC, holding a Series 65 designation with two years of industry experience. Prior to joining the firm, he worked at East Texas Baptist University and Tapestry of Grace Prep School. Moss, Luse & Womble serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages discretionary portfolios using a tactical allocation approach focused on exchange-traded funds and mutual funds, supported by fundamental analysis and proprietary risk-profile investment models.

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.

Christopher Hobbs is a financial advisor with ISC Advisors, Inc. in Dallas, TX. He holds Series 63 and Series 66 licenses and has recent experience with Institutional Securities Corp and Fidelity Investments. Hobbs has also worked in legal and academic roles, including positions at The Elliott Law Firm P.C. and Texas A&M University. ISC Advisors, Inc. serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, and other U.S. and international entities. The firm manages approximately $1.6 billion in assets, offering portfolio management, financial planning, and pension consulting through a combination of discretionary and non-discretionary strategies.

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.

Szilvia Nador is a Series 65 licensed financial advisor with Moss, Luse & Womble, LLC, where she has worked since 2022. She has prior experience with KPMG, Wells Fargo, and Whole Foods Market. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses with fee-based portfolio management, financial planning, and pension consulting. The firm manages client portfolios on a discretionary basis using tactical allocation primarily focused on exchange-traded funds and mutual funds, supported by proprietary risk-profile investment models and fundamental analysis.

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.