Laura Ragsdale is a CFP® professional with one year of industry experience, currently serving at Insight Wealth Partners in Plano, TX. Her prior roles include positions at Texas Tech University and Fox Sports Southwest. Insight Wealth Partners manages assets for individuals, families, trusts, corporations, and retirement plan sponsors, using a multi-advisor team to provide portfolio management and financial planning. The firm employs a combined strategic and tactical asset allocation approach, integrating Modern Portfolio Theory with fundamental and technical analysis.

Mickey Lea is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 51 years of industry experience. He has been with Institutional Securities Corporation since 1989. He is also an independent agent authorized to sell life insurance and fixed annuities, though he is not currently active in that capacity. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients, offering financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services. The firm manages approximately $1.54 billion in assets, primarily in non-discretionary arrangements, and provides a proprietary managed-account program alongside model portfolios overseen by an investment committee.

Kyle Laney is a financial advisor with MSH Capital Advisors LLC in Dallas, TX, holding a Series 66 credential and bringing 11 years of industry experience. His prior work includes roles at Merrill and Bank of America N.A., where he spent 17 years, as well as positions at firms like NewEdge Advisors, Trifecta Capital Management, and Delos Digital Asset Management. 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 offers portfolio management through various programs and works with independent Investment Advisor Representatives who tailor recommendations based on client goals and risk tolerances.

James Sarandis is a financial advisor with Cabin Advisors, LLC, holding a Series 66 designation and eight years of industry experience. He has prior experience at Arete Wealth Management LLC and Guardian Life Insurance. He is also a partner at Arno Wealth, LLC, providing investment-related, tax, and financial planning services. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm offers financial planning, portfolio management, and unified managed accounts, with an investment approach that includes fundamental, technical, cyclical, and asset-allocation analysis.

Ryan Dilworth is a CFA® charterholder with 19 years of industry experience. He has worked at Requisite Capital Management LLC since 2017 and previously held roles at Fallline Securities, LLC and UBS Financial Services Inc. Based in Dallas, TX, he is part of a six-advisor team at Requisite Capital Management. Requisite Capital Management provides wealth and investment management, as well as financial planning services, to individuals, high net worth clients, trusts, estates, charitable organizations, pooled investment vehicles, and insurance company clients. The firm combines fundamental and technical analysis with a long-term orientation, managing both discretionary and non-discretionary assets across a diverse investable universe that includes ETFs, private equity, private credit funds, and other instruments.

Gary Bradshaw is a financial advisor with First Dallas Securities Incorporated in Dallas, TX, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has worked with Hodges Capital Management Inc. since 2001 and with First Dallas Securities since 1990. Outside of his advisory role, he is an owner of a cattle ranch in Cayuga, TX, and serves on the board of the Soaring Eagle Center, a nonprofit organization in DeSoto, TX. First Dallas Securities serves individual, high-net-worth, and institutional clients through discretionary portfolio management, emphasizing domestic equity securities with small- to mid-cap and focused strategies. The firm employs a commission-based advisory model and integrates both fundamental and technical analysis in its investment approach.

Jackson Mc Daniel is a financial advisor with Moss, Luse & Womble, LLC, holding a Series 65 designation and having 10 years of industry experience. He has been with Moss, Luse & Womble since 2015. 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 client portfolios on a discretionary basis using tactical allocation strategies focused on ETFs and mutual funds, offering financial planning, pension consulting, and estate planning supported by technology tools.

Olivia Kriscunas is a CFA® charterholder with 12 years of experience at Paratus Financial, Inc., where she has been advising clients since 2014. Based in Dallas, TX, she works within a two-advisor team at the firm. Paratus Financial, Inc. provides comprehensive financial planning and portfolio management services to high-net-worth individuals, families, trusts, estates, retirement plans, endowments, corporations, and charitable organizations. The firm employs a fundamental, long-term buy-and-hold investment strategy focused on mutual funds and ETFs, with a fee model based on annual contracts rather than percentage-of-assets under management.

James Howard is a PFS™ credentialed financial advisor with over 31 years of industry experience. He has been with Howard Financial Services, Ltd. since 1994 and also serves as president of Howard, LLP, a CPA firm he founded in 1981. Howard Financial Services, Ltd. is a fee-only wealth management firm serving high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm offers personalized investment management and financial planning through its Wealth Management and Capital Partners divisions, typically implementing strategic asset allocation with discretionary portfolio management.

Oliver Matison is a CFP® certificant with 29 years of industry experience. He is currently with Beacon Financial Group in Dallas, TX, where he has worked since 2014. His background includes roles at Kestra Advisory and Kestra Investment Services. Beacon Financial Group provides wealth management, financial planning, retirement, and trust and estate consulting to individuals, high-net-worth clients, trusts, estates, foundations, and business organizations. The firm manages approximately $1.3 billion in discretionary assets, employing a combination of fundamental, technical, and cyclical analysis tailored to clients' goals and risk tolerance.

Billy Sims Jr. is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with ISC Advisors since 2019 and has been affiliated with Brazos Securities, Inc. since 1989. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients, offering financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services. The firm manages approximately $1.54 billion in assets and provides a proprietary managed-account program alongside model portfolios overseen by its Investment Committee.

Daniel Harper is a financial advisor at Lexington Hill Partners, LLC in Dallas, TX, holding a Series 65 designation. He has been with Lexington Hill Partners since 2022 and has no prior industry experience before joining the firm. Lexington Hill Partners provides wealth management and investment advisory services primarily to individuals and high-net-worth families. The firm emphasizes long-term, low-turnover portfolios with diversified asset allocation and offers discretionary portfolio management alongside tailored consulting services for complex family needs.

Russell Travis is a financial advisor at Crescent Advisor Group, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Crescent Advisor Group since 2012, also serving at Crescent Securities Group since 2001. Outside of advisory work, he is Vice President of Retail Operations at Crescent Securities Group, overseeing broker-dealer operations and assisting with compliance. Crescent Advisor Group, Inc. provides financial planning and portfolio management to a diverse client base, including individuals, families, pension plans, trusts, and institutions. The firm employs a combination of technical and fundamental analysis across various investment strategies and distinguishes itself through a network of affiliated business lines and professionals.

Colter Pohlman is a financial advisor at Lemnis Capital with a Series 66 designation and one year of industry experience. His background includes roles at Innovation Partners LLC and AG Texas Farm Credit Services, as well as entrepreneurship with Pohlman Cattle Company. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and institutional clients. The firm uses model portfolios and customized asset allocation, offering both discretionary and non-discretionary management along with subscription-based financial planning memberships.

Matthew Bouton is a financial advisor at Lemnis Capital with a Series 66 designation and one year of industry experience. His career background includes roles at Innovation Partners LLC, Texas A&M University, and Estes Express Lines. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other business and institutional clients. The firm uses model portfolios and customized asset allocations, relies on third-party platforms and strategists, and offers a subscription-based financial planning membership that includes ongoing education and decision support.

Armando Vega is a financial advisor with Delos Private Client Group, LLC in Dallas, TX, holding a Series 66 credential and 10 years of industry experience. His prior roles include positions at Fisher Investments, Morgan Stanley, E*TRADE Securities, Bank of America, and Merrill. Outside of finance, he is a partner in Desert Oasis AC Services, LLC, an air conditioning service and installation business. Delos Private Client Group, LLC provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension plans, and charitable organizations. The firm also offers an Institutional Research subscription delivering macroeconomic analysis and asset-allocation recommendations for wealth advisors and institutional clients.

Derrill Brantley is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation and 24 years of industry experience. He has been with ISC Advisors since 2013 and has worked in related financial roles since 2002, including positions at ISC Investment Management, Brantley Financial Management, and Institutional Securities Corp. ISC Advisors, Inc. serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients, offering financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services. The firm manages approximately $1.54 billion in assets and provides a proprietary managed-account program along with model portfolios overseen by an Investment Committee.

Nancy Dixon is a financial advisor with Sanders Morris LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Tectonic Advisors LLC since 2017 and Sanders Morris Harris LLC since 2016. Sanders Morris LLC provides investment advisory and related services to individuals, high-net-worth clients, pooled investment vehicles, retirement plan sponsors, trusts, estates, and business entities. The firm offers portfolio management primarily through wrap-fee programs, financial planning, retirement plan investment management, brokerage, underwriting, and insurance placement through an affiliated agency.

Richard Stainsby is a CFP® with 35 years of industry experience, currently serving at WealthStar Advisors, LLC since 2021. His prior roles include positions at Spc, Sigma Financial Corporation, and Ameriprise Financial Services, Inc. He is also involved as a licensed insurance agent with various insurance companies. WealthStar Advisors is an independent asset management and financial planning firm serving individuals, high-net-worth clients, and small business owners. The firm employs a proprietary Equity Substitution Strategy and utilizes option strategies and quantitative tools in portfolio construction, managing approximately $791 million in discretionary assets across a 10-advisor team.

Brandon Cumba is a CFP®-certified financial advisor with Strata Wealth Advisors, LLC, based in Dallas, TX. He has 13 years of industry experience, including prior work at Lincoln Financial Advisors. In addition to his advisory role, he is an independent insurance agent. Strata Wealth Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and institutional clients. The firm employs a fiduciary, tailored approach using a range of securities and technologies, serving clients through a multi-office team structure.