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.

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.

Julianne Hoerman is a financial advisor with Nexus One Financial Advisors LLC in Plano, TX. She holds a Series 65 designation and has been in the financial advisory industry since 2023. Prior to entering finance, she spent over a decade with Rodan + Fields Dermatologist and two decades with Shaklee. Nexus One Financial Advisors LLC is an SEC-registered firm serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary wealth management and financial planning, using predominantly long-term, customized portfolio strategies that incorporate diversified mutual funds, ETFs, and other investment vehicles.

Daniel Thomas is a financial advisor at Provision Asset, LLC with three years of industry experience. He holds a Series 65 designation and has prior experience at Ivantage LLC and KXII-TV. Outside of his advisory role, he owns In Focus Consulting LLC, an insurance agency. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies. The firm manages assets on a discretionary basis using fundamental, technical, and cyclical analysis to construct diversified portfolios, and it operates seven offices with a team of six advisors.

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.

Gregory Coleman is a financial advisor at Astra Wealth Management Group with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Merrill and UBS Financial Services. 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 primarily long-term investment approach using diversified portfolios and includes features such as options and derivatives within separately managed accounts, third-party ratings, and a subscription-based consulting service.

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.

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.

Brooks Blagg is a financial advisor at Strata Wealth Advisors, LLC in Dallas, TX, holding a Series 65 designation. He has been with Strata since 2025 and has prior experience at Hartmann Taylor Wealth Management and educational roles at Texas A&M University, Memorial High School, and Staley Middle School. Strata Wealth Advisors serves individuals, trusts, estates, and retirement plans through investment management, financial planning, and retirement-plan consulting. The firm employs a fiduciary, tailored approach across various asset classes and utilizes technology, AI controls, and third-party platforms to support portfolio management and client reporting.

Marshall Ozanne is a CFP® with 23 years of industry experience, currently serving as an advisor at Probity Advisors, Inc. in Dallas, TX. He previously spent 18 years at Woodbury Financial and has additional experience with WSA Affiliates, LLC and Private Client Services. Outside of his advisory role, he is president of Ozanne Financial Services, LLC, which provides insurance product sales and consulting services to RIAs. Probity Advisors, Inc. offers discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm employs a combination of active stock selection, fixed-income management, tactical ETF allocation, and quantitative rebalancing tailored to clients’ objectives and risk tolerances, with ongoing account reviews and client education.

Casey Short is a financial advisor with Provision Asset, LLC, holding a Series 65 credential and 11 years of industry experience. He has been with Provision Asset since 2016 and also serves as president of Provision Retirement, LLC. Additionally, Short works as a seminar instructor for the Council of Financial Educators, focusing on retirement topics. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies. The firm manages assets on a discretionary basis using fundamental, technical, and cyclical analysis, and employs sub-advisors and third-party money managers to construct and monitor diversified portfolios.

Johnny Borrelli is a financial advisor at Crescent Advisor Group, Inc. with nine years of industry experience and holds a Series 66 designation. He has worked at multiple firms, including Realta Investment Advisors, Inc. and Concorde Asset Management. Outside of his advisory role, Borrelli serves as COO of Access VA Benefits, an organization assisting veterans with disability claims. Crescent Advisor Group, Inc. provides financial planning and portfolio management to a diverse client base, including individuals, families, high-net-worth clients, and institutional investors. The firm employs a combination of technical and fundamental analysis and offers a range of investment strategies alongside due diligence and monitoring of sub-advisers.

Chasity Chavez is a CFP® professional with three years of experience at Howard Financial Services, Ltd. She joined the firm in 2023 and previously worked at Money Concepts and Tru by Hilton. 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 uses a strategic asset allocation approach combined with fundamental, technical, and quantitative analysis to construct and monitor client portfolios.

Alex Goldstein is a financial advisor with Atlas in Frisco, TX, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Bank of America, Merrill, UBS Financial Services, and Morgan Stanley. He is the founder of Spreadwise LLC, a financial services entity affiliated with Atlas, and serves as Vice President of Investor Relations at Percent Technologies, an investment platform technology company. Atlas provides wealth management and financial planning services to individuals, families, trusts, estates, businesses, and pooled investment vehicles. The firm employs a primarily long-term, index-based investment approach supplemented by internal equity and bond strategies, and sponsors private investment vehicles including a private credit fund.

Gregory Mangelsdorf is a CFP® professional with nine years of industry experience. He has worked at Howard Financial Services, Ltd. since 2019 and previously held roles at Atlas Wealth Advisors LLC and WFG Advisors, LP. He is based in Dallas, TX. 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, typically implementing strategic asset allocation across multiple asset classes and managing most client accounts on a discretionary basis.

Benjamin Schmuhl is a financial advisor at GDS Wealth Management in Flower Mound, TX, holding a Series 65 designation. He has been active in the financial services industry since 2023, with prior experience at Ryan Everet Insurance and Charles Schwab & Co., Inc. Outside of finance, he was involved with Juicy Pig Barbecue for five years. 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 client assets through discretionary portfolio management and retirement-rollover guidance, using model portfolios supported by research from Raymond James.

Samuel Pokluda is a CFP® credentialed financial advisor with four years of industry experience. He is currently with GDS Wealth Management and previously worked at Merrill Lynch and Fidelity Investments. GDS Wealth Management serves individual clients, including high-net-worth households, offering financial planning, consulting, and investment management. The firm employs model portfolios developed with research from Raymond James, focusing primarily on asset allocation across various securities.

Derek Childs is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Howard Financial Services, Ltd. since 2009. The firm is a fee-only wealth management company that serves high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. Howard Financial Services offers personalized investment management and financial planning, typically implementing strategic asset allocation across multiple asset classes and managing most client accounts on a discretionary basis.

Candy Hawkins is a financial advisor with Astra Wealth Management Group in Plano, TX, holding a Series 66 designation and 29 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors and its affiliated entities spanning from 2009 to 2023. Outside of her advisory work, she serves as director and owner of Page’s House, a nonprofit focused on educating teen mothers in basic living skills. Astra Wealth Management is an SEC-registered advisory 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 blend of fundamental, technical, cyclical, and charting analysis, offering a range of services including comprehensive wealth management and a subscription-based advisor-on-call program.

Kevin Gray is a financial advisor with Ascentis Wealth Management, LLC in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. His prior firms include Ayco Co., A Goldman Sachs Company, and Purshe Kaplan Sterling Investments. He is also the owner of Ascentis Holdings, a holding company related to his advisory firm. Ascentis Wealth Management serves individuals, including high-net-worth clients, as well as institutional and corporate clients such as pension plans, trusts, and charitable organizations. The firm offers financial planning, investment consulting, and discretionary and non-discretionary investment management, employing strategic and tactical asset allocation across multiple asset classes.