Ryan Hembree is a CFA® charterholder affiliated with Annandale Capital, LLC in Dallas, TX. He has been with Annandale Capital since 2007. Annandale Capital provides discretionary and non-discretionary investment management and manager selection for individuals, family offices, profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm employs a manager-of-managers approach, using bottom-up quantitative, qualitative, and operational research to construct diversified portfolios across various asset classes tailored to client goals.

Kyle Wheeler is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Guidestone Advisors in Dallas, TX. He has been with GuideStone Financial Resources since 2016. 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, incorporating a faith-based investing policy that excludes certain industries.

Heath Flock is a financial advisor at Generational Wealth Advisors in Richardson, TX, holding a Series 65 designation with 11 years of industry experience. He has worked with Talis Advisory Services, LLC since 2018 and serves as Chief Operating Officer and Chief Financial Officer of Generational Equity, LLC, a sell-side advisory firm focused on mergers and acquisitions, where he oversees accounting, human resources, IT, client service, and business evaluation. Generational Wealth Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans. The firm employs a multi-disciplinary team approach with a focus on strategic asset allocation, diversification, and periodic rebalancing, using institutional mutual funds, ETFs, separately managed accounts, and alternative investments when appropriate.

Grant Morris is a CFP® and CFA® with nine years of industry experience. He has been with McElhenny Sheffield Capital Management, LLC since 2016 and previously worked at Alix Partners, LLP from 2009 to 2016. Outside of his advisory role, he is involved with Elkhorn Capital Partners LLC, an investment-related business focused on direct real estate investments. McElhenny Sheffield Capital Management serves individuals, high-net-worth clients, businesses, and institutional retirement plans through separately managed accounts. The firm employs a rules-based investment process centered on tactical ETF strategies that use trend-following and momentum disciplines via proprietary quantitative models, and it acts as a sub-adviser to other advisers and an actively managed ETF.

Soren Schwan is a financial advisor at Atlas with Series 63 and Series 65 credentials and nine years of industry experience. He previously worked at Pittenger & Anderson for four years and has a background that includes direct sales with Norwex. Outside of financial advising, he is involved in direct and online sales of household and cleaning products with Norwex. Atlas provides wealth management and financial planning services to individuals, families, high-net-worth clients, trusts, estates, businesses, and pooled investment vehicles. The firm combines fundamental and technical analysis within a primarily long-term, index-based framework and is notable for sponsoring a private credit fund and offering performance-based fee arrangements.

Jeffrey Robinson is a CFP® and ChFC® with 29 years of industry experience. He has worked at Guidestone Financial Resources of SBC since 2002. GuideStone Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm’s approach includes using model portfolios with affiliated GuideStone Funds and focuses on faith-based investing, offering a range of discretionary and advisory programs tailored to client and plan preferences.

Emily Swerdlow is a CFP® and holds a Series 65 license, with 11 years of industry experience. She has been with Howard Financial Services, Ltd. since 2015. Howard Financial Services provides personalized investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm employs a strategic asset allocation approach across equities, fixed income, and alternative investments, combining fundamental, technical, and quantitative analysis in its portfolio construction.

Bradley Vineyard is a CFP® with 25 years of industry experience, currently serving as an advisor at Astra Wealth Management Group. His prior roles include positions at Wells Fargo Advisors Financial Network and Wells Fargo Clearing Services. Outside of his advisory work, he is the managing member of T Times Three, LLC, a non-investment related business. Astra Wealth Management is an SEC-registered firm managing approximately $1.3 billion for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using a combination of fundamental, technical, cyclical, and charting analysis to tailor portfolios that include mutual funds, ETFs, stocks, bonds, options, and structured products.

Stephen Mckimmey is a CFP® professional with 12 years of industry experience. He is a principal at RTW Financial Advisors Inc in Dallas, TX, where he has worked since 2014. Prior to his current role, he was with Momentum Independent Network Inc. Mckimmey serves as treasurer for the FortyOne40 Owners Association, a homeowners association in Dallas. RTW Financial Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, estates, trusts, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $581 million across about 178 clients, offering customized portfolios with a focus on fundamental analysis and long-term portfolio construction tailored to client needs.

James Marsden is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Apeiron since 2017. Prior to that, he worked at Wfg Investments Inc for seven years. Marsden serves as treasurer for the Highland Village Area Baseball and Softball Association on a volunteer basis. Apeiron RIA manages approximately $730 million for a diverse client base including individuals, trusts, retirement plans, and institutions. The firm employs a holistic investment approach that integrates multiple analytical methods and offers discretionary portfolio management alongside financial planning and insurance product recommendations.

Kyle Walters is a CFP® with 23 years of industry experience, currently serving as an advisor at Apeiron in Dallas, TX. He previously worked at WFG Investments Inc for seven years before joining Aperion RIA, LLC in 2017. Walters is also the proprietor of L&H CPA's and Advisors, an accounting and tax preparation business. 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, combining fundamental analysis, modern portfolio theory, and technical and cyclical analysis while offering a broad range of investment options.

Tyler Castle is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. He has worked at Crescent Advisor Group, Inc. and its affiliated broker-dealer, Crescent Securities Group, Inc., since 2019, and previously spent four years at Lowell & Company Inc. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to individual and institutional clients, employing a mix of technical and fundamental analysis and offering both discretionary and non-discretionary management. The firm is notable for its affiliated business lines, including a broker-dealer and an insurance agency, as well as advisers with professional licenses in law and accounting.

Stephen Fitzpatrick is a financial advisor at Sanders Morris LLC based in Dallas, TX, holding Series 65 and Series 63 licenses with 23 years of industry experience. He has been with 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, utilizing discretionary and non-discretionary wrap programs and a range of investment products. The firm is dual-registered as an SEC investment adviser and FINRA broker-dealer and is affiliated with a national bank and an insurance agency.

Chase Perry is a Certified Financial Planner® with 15 years of industry experience. He has worked at Beaird Harris since 2020 and previously spent 11 years at Fidelity Investments. He holds the Series 63 and Series 66 registrations. Beaird Harris Wealth Management, LLC 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 a diversified investment approach grounded in Modern Portfolio Theory, utilizing primarily low-cost mutual funds and ETFs, and has expanded to include alternative investments and tax-managed strategies.

Bobby James is a financial advisor at TFR Capital with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at SCF Investment Advisors and Texas Financial Resources Inc. James is involved in nonprofit activities, assisting with operations and trustee coordination for the Sam Field Foster Foundation. TFR Capital serves individuals, family offices, trusts, estates, private foundations, and qualified retirement plans by providing personalized financial planning and discretionary investment management. The firm uses a combination of fundamental, quantitative, and technical analysis to implement primarily long-term strategies while accommodating shorter-term trading when appropriate.

William Perryman is a CFP® with 42 years of industry experience and has been with Perryman Financial Advisory, Inc. since 1994. He is based in Dallas, TX, and serves as part of a six-advisor team. Perryman also serves on the District 6 Grievance Committee of the State Bar of Texas in a volunteer capacity. Perryman Financial Advisory, Inc. manages approximately $796 million for around 432 clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan services, utilizing a process that integrates fundamental and technical analysis with ongoing portfolio management.

John Ryer is a financial advisor with Nobles & Richards Advisors, LLC in Plano, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His work history includes roles at Nobles & Richards, Inc., Yrefy, LLC, Win Group Insurance John Ryer Agency, Foundations Investment Advisors, LLC, Dynamic Capital Investments, Farmers Financial Solutions, and Farmers Insurance. Nobles & Richards Advisors provides investment management, financial planning, and consulting services to individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, state or municipal entities, and businesses, managing approximately $34 million in assets. The firm typically offers primarily non-discretionary portfolio management based on personalized investment policies using fundamental and market analysis, and it may include alternative investments and structured products when appropriate.

John Hickey is a financial advisor with Guidestone Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at GuideStone Financial Resources since 2021 and previously held roles at Stonemark, Inc Premium Finance, Dallas Baptist University, Liberty University, and Collin College. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and high-net-worth clients. The firm employs model portfolios and discretionary management, applying a faith-based investing policy and offering services such as GuideStone Wealth Management and GPS guided planning.

Brian Dusek is a financial advisor with Guidestone Advisors in Dallas, TX, holding Series 63 and Series 65 designations and three years of industry experience. He has worked at GuideStone Financial Resources since 2019 and previously was affiliated with The Village Church from 2014 to 2019. 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 uses model portfolios and discretionary management, applying a faith-based investing policy and offering various packaged programs such as GuideStone Wealth Management and GuideStone Managed Accounts.

Laura Adams is the sole advisor and president of Adams Asset Advisors LLC, with 23 years of industry experience. She holds a Series 65 designation and has served as an investment advisor and mutual fund president since 2002. Adams also acts as president and treasurer for multiple open-end mutual funds and is a registered transfer agent for these funds. Adams Asset Advisors provides discretionary investment management and supervisory services primarily to very high net worth individuals, trusts, corporations, and institutional investors. The firm’s investment approach combines fundamental and quantitative analysis, including proprietary mathematical models, with tailored asset allocation and security selection by its sole investment officer.