Mark Filardi is a financial advisor with Astra Wealth Management Group in Plano, TX, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Filardi is involved as a partner in Astra Wealth Management Group and owns companies operating as registered investment advisors. Astra Wealth Management Group provides wealth management, investment management, financial planning, retirement plan advisory, and a subscription-based consulting service to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified portfolios and incorporates options and derivatives in separately managed accounts.

Susan Sylvest is a financial advisor at Murphy & Sylvest with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has led Sylvest Advisors, LLC since 2013. Murphy & Sylvest provides portfolio management, financial planning, and project-based consultations to individuals, high-net-worth clients, and charitable organizations. The firm employs a strategic asset allocation approach grounded in modern portfolio theory and uses multiple analytical methods to select investments, reviewing client accounts at least annually.

David Lim is a financial advisor at Leo Wealth Americas, LLC with 23 years of industry experience. He holds a Series 66 credential and has worked at several firms, including IC Advisory Services, Inc. and The Investment Center Inc. In addition to his advisory role, he owns TIETAX, LLC, a business focused on preparing U.S. tax returns for clients. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to individuals, trusts, retirement plans, foundations, and various institutional clients. The firm employs a mix of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation, while conducting thorough due diligence of third-party managers and sub-advisors.

Jason Freeby is a financial advisor at GDS Wealth Management with the designations ChFC® and Series 66. He has one year of experience in the financial industry, having previously served in the United States Marine Corps for 31 years. He is also involved in managing a rental real estate property outside of his advisory role. GDS Wealth Management provides financial planning, consulting, and investment management services primarily to individual and high-net-worth clients. The firm manages approximately $1.8 billion in assets across 22 advisors and uses model portfolios supported by research from Raymond James, focusing on asset allocation rather than individual security analysis.

Kimberly Atchley is a financial advisor at Guidestone Advisors in Dallas, TX, with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at GuideStone Financial Resources, Wells Nelson & Associates, LLC, and TAYLOR STEPHENS, Inc. Outside of her advisory role, she works part-time helping with pizza delivery and restaurant support. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm offers a range of programs that incorporate affiliated GuideStone Funds within a faith-based investing framework and integrates model portfolios with third-party investment options.

Ryan Mckee is a financial advisor at McElhenny Sheffield Capital Management, LLC in Dallas, TX, holding a Series 65 designation with 16 years of industry experience. He has been with McElhenny Sheffield Capital Management since 2016. McElhenny Sheffield Capital Management provides investment management and financial planning services to individuals, high-net-worth clients, businesses, and institutional retirement plans, employing a rules-based investment approach focused on tactical ETF strategies guided by proprietary quantitative models and risk controls. The firm also acts as a sub-adviser to other advisers and manages an actively traded ETF.

John Hea is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Ackerman Capital Management in Dallas, TX since 2010. He is also the managing member of AMONKEYS, LLC, a marketing business where he designs logos and apparel sold through his fishing club. Ackerman Capital Management provides investment advisory services to individuals, families, charitable entities, corporations, and retirement plans through separately managed accounts and pooled investment vehicles. The firm employs written investment policies and typically uses exchange-traded funds and no-load mutual funds, while also sponsoring private investment partnerships that include municipal fund exposures and multi-strategy digital-asset funds.

Niko Puritz is a CFP® professional at Ascentis Wealth Management, LLC in Dallas, TX, with seven years of industry experience. His prior roles include positions at Fidelity Investments and Veracity Capital LLC. Ascentis Wealth Management advises individuals, including high-net-worth clients, as well as institutional and corporate clients, providing financial planning, retirement plan consulting, and both discretionary and non-discretionary investment management. The firm uses tailored, goal-oriented strategies that incorporate strategic and tactical asset allocation across multiple asset types and manages approximately $595 million in assets.

Daniel Savard is a financial advisor at Leo Wealth Americas, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Leo Wealth Americas and its predecessor firms since 2021. Savard is also involved in life insurance consulting and pension-related businesses that he has owned since the late 1970s and 1980s. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to individuals, trusts, retirement plans, foundations, and institutional clients. The firm combines systematic and discretionary strategies, offering diversified, tax-efficient, and low-cost ETF portfolios along with specialized investment models, and conducts thorough due diligence on its third-party managers.

Robert Williams is a financial advisor at Guidestone Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GuideStone Financial Resources, TD Ameritrade, Kforce Inc., Main Street Hub, and East Texas Baptist University. 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 model portfolios and discretionary management, applying a faith-based investing policy and offering several packaged programs such as GuideStone Wealth Management and GuideStone Personal Advisory Services.

Mark Cawyer is a financial advisor at Navigo Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Navigo Wealth Management since 2008. In addition to his advisory role, Mr. Cawyer is involved in soliciting qualified clients for private offerings through Rex Gold Partners under a solicitor agreement. Navigo Wealth Management serves individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a range of investment strategies including derivatives and leverage, and uses both traditional management and web-based platforms to implement client Investment Policy Statements.

Gregory Coleman is a financial advisor with Astra Wealth Management Group in Plano, TX, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior roles include positions at Merrill, UBS Financial Services, and Citigroup Global Markets. Astra Wealth Management provides wealth management, investment management, financial planning, retirement plan advisory, and a subscription-based consulting service to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach incorporating multiple analytical methods and utilizes a range of portfolio construction techniques including options and derivatives.

Jace Darrow is a CFP® with four years of experience in the financial industry. He is currently with GDS Wealth Management and serves on the Board of Directors for Ranger Springs, assisting the president and CEO with management decisions. His prior roles include positions at L2 Wealth Management, Mark Lupton, and Yellowstone Club. GDS Wealth Management provides financial planning, consulting, and investment management services to individual clients, including high-net-worth households. The firm manages approximately $1.8 billion in assets and primarily utilizes model portfolios developed with guidance from Raymond James.

Robert Felty is a financial advisor with Penn Davis McFarland Inc. in Dallas, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Penn Davis McFarland since 2012. Penn Davis McFarland is an independent, fee-only investment adviser managing separately managed accounts for individuals, trusts, charitable organizations, and retirement plans, typically on a discretionary basis. The firm’s investment process focuses on fundamental analysis and a long-term orientation, serving primarily high-net-worth clients with relatively concentrated portfolios.

Derek Soliz is a financial advisor at Fulcrum Wealth Management in Plano, TX, with 14 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at FulcrumIO from 2016 to 2019. He has been associated with Fulcrum Equity Management, LLC since 2015. Fulcrum Equity Management, LLC provides discretionary portfolio management, financial planning, and consulting services to individual clients, employee benefit plans, and other registered investment advisers. The firm employs fundamental and technical analysis to build individualized strategies and also offers sub-advisory services and serves as a wrap fee program sponsor.

Jon Reppert is a CFP® with 39 years of experience in the financial services industry. He is a senior partner and sole owner at Spectrum Advisors, Inc., where he has worked since 1984. His prior experience includes roles at Kalos Capital, Inc. and Madison Avenue Securities, LLC. Reppert also works as an insurance agent with Advisors Excel. Spectrum Advisors serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, private business owners, and retirement plan participants. The firm offers discretionary and non-discretionary portfolio management, financial planning and consulting, and qualified retirement plan consulting, utilizing asset-allocation models, fundamental analysis, and third-party money managers.

Steven Garvin is a financial advisor with ISC Advisors, Inc. in McKinney, Texas, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at ISC Advisors since 2013 and previously led Garvin Investment Group, LLC and Garvin Financial Group, Inc. He is also affiliated with Institutional Securities Corp, where he has been active since 2000. 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, and educational services. The firm manages approximately $1.54 billion in assets, utilizing model portfolios that range from Conservative Income to Aggressive Growth and employs mutual funds and ETFs in its investment approach.

Aleksey Mironenko is a financial advisor at Leo Wealth Americas, LLC with five years of industry experience. He holds a Series 65 designation and has worked with several affiliated firms, including Leo Wealth, LLC and BFT Financial Group, LLC, as well as Leo Capital Corp (Hong Kong) Limited, where he serves as Head of Investment Solutions. Prior to this, he spent four years at Premia Partners. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to individuals, trusts, retirement plans, foundations, and institutional clients. The firm combines systematic and discretionary strategies across various model portfolios and emphasizes diversification, tax efficiency, and low-cost ETF implementation.

Jesse Hauptrief is a financial advisor at McElhenny Sheffield Capital Management, LLC with 28 years of industry experience. He has worked at McElhenny Sheffield since 2017 and previously spent six years at Resource Wealth Management. Additionally, he is a self-employed life and health insurance agent, a role he has maintained since 1976. McElhenny Sheffield Capital Management provides investment management and financial planning primarily to individuals, high-net-worth clients, businesses, and institutional retirement plans. The firm employs a rules-based, tactical ETF strategy focused on trend-following and momentum through proprietary quantitative models updated daily, and it also serves as a sub-adviser to other advisers and an actively managed ETF.

Kenichi Shoji is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at View Capital RIA, LP since 2017. Prior to that, he worked at Stissing Lake Advisors from 2015 to 2017. Shoji is a director of Clear Markets North America, Inc., and an advisory board member of Active Allocator Holdings, LLC, both private companies where he contributes outside of regular business hours. View Capital RIA provides investment advisory and consulting services to individual, high-net-worth, and institutional clients through programs focused on advisory, financial planning, and investment consulting. The firm emphasizes portfolio construction via independent asset managers and routinely manages pooled investment vehicles to offer clients access to private equity, direct debt, and energy opportunities.