Kenneth Painter is a CFP® professional with 24 years of industry experience, currently serving at Strata Wealth Advisors, LLC since 2017. His prior experience includes roles at Mutual Securities, Inc. and Lincoln Financial Advisors. Outside of financial advising, he is president of Education Without Borders, a charity focused on educational projects for underprivileged individuals. Strata Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and institutional clients. The firm employs a tailored investment approach that includes equities, fixed income, mutual funds, ETFs, options, and alternative investments, supported by technology platforms and sub-advisors.

Andrew Gold is a financial advisor at Prestige Wealth Management in Southlake, TX, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, and Edward Jones. Outside of advisory work, he is a licensed life insurance agent offering insurance products to clients. Prestige Wealth Management serves a range of clients including individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 relationships. The firm employs an asset-allocation approach utilizing equities, ETFs, alternative investments, and other vehicles, and offers discretionary investment management alongside financial planning and retirement plan advisory services.

Joseph Dowdall is a CFP® professional with 19 years of experience in financial advising. He is currently with Worth Asset Management, where he has worked since 2021. Prior to that, he held roles at MMWKM Advisors, LLC, Cambridge Investment Research Advisors, and SEI Investments Management Corp. He also works as an independent insurance agent, focusing on marketing and sales of traditional insurance products. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm employs a mix of security analysis methods and utilizes outside managers and turnkey asset management relationships while maintaining overall advisory responsibility.

Austin Garron is a financial advisor at Peak American Investment Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fisher Investments, Cetera, and New York Life prior to joining Peak American. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary wealth management and comprehensive financial planning, integrating tax strategy and insurance coordination into retirement and income planning. The firm uses a combination of technical and fundamental analysis to construct portfolios and offers referrals to CPAs and estate attorneys as part of its service model.

Callan Hirschey is a financial advisor at First Dallas Securities Incorporated with a Series 66 designation and two years of industry experience. His prior work includes roles at Hodges Capital Management and Equitable Advisors, LLC. First Dallas Securities serves individual and institutional clients, offering discretionary portfolio management focused on equity securities. The firm combines fundamental and technical analysis to manage focused or concentrated small- to medium-cap and special-situation equity portfolios tailored to client objectives.

Miguel Rundstrom Holguin is a financial advisor at QuadCap Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has prior experience at Exencial Wealth Advisors. QuadCap Wealth Management serves individual and high-net-worth clients, trusts, estates, and charitable organizations with investment management and financial planning. The firm combines customized asset allocation with tools such as AI-enabled platforms for estate planning and integrates tax preparation and trustee services into its offerings.

Monica Sipes is a CFP®-certified financial advisor with 15 years of industry experience. She currently works at QuadCap Wealth Management, LLC, joining the firm in 2024 after nine years at Exencial Wealth Advisors. QuadCap Wealth Management provides investment management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm combines traditional advisory services with AI-enabled platforms for estate planning and integrates tax preparation into its service offerings.

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.

Stephen Tally is a financial advisor at Leo Wealth Americas, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Butler Freeman Tally Financial Group, LLC since 1998 and Leogroup Wealth Solutions, LLC since 2021. He is also registered as an agent for D. Larsen Management in a non-compensated capacity. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to individuals, trusts, retirement plans, foundations, and institutional clients, including sovereign wealth funds and government entities. The firm employs a combination of systematic and discretionary investment strategies and emphasizes diversification, tax efficiency, and low-cost ETF implementation.

Cynthia Ng is a CFA® charterholder with one year of experience at Leo Wealth Americas, LLC. She previously worked at Three Capital Partners for one year and spent eight years at Goldman Sachs Asia L.L.C. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to individuals, trusts, retirement plans, foundations, and institutional clients. The firm employs a combination of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

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.

Robin Austin is a financial advisor at Mills Wealth Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at U.S. Capital Wealth Advisors, LLC, USCA Securities LLC, and Usca Ria LLC. In addition to his advisory role, he has been an insurance agent since 1997. Mills Wealth Advisors serves individuals and high-net-worth clients, focusing on executives, business owners, and their families. The firm provides comprehensive wealth management services, including financial and business planning, retirement-plan advisory, and portfolio management, employing a fiduciary, goal-driven process with evidence-based CORE+ model portfolios and tax-aware implementation strategies.

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.

Daniel Amador is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with GDS Wealth Management and has prior experience at Schwab Private Client Advisory, Charles Schwab & Co., Inc., and other firms. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management services. The firm manages approximately $1.28 billion in assets through a multi-advisor team of 15, utilizing model portfolios informed by Raymond James research across a range of equity and fixed income allocations.

Ji Seon is a financial advisor at GDS Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining GDS, Ji worked at Republic Services, The Boston Consulting Group, and Ford Motor Company. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management services. The firm manages approximately $1.28 billion in assets across a multi-advisor team of 15, utilizing model portfolios informed by Raymond James research that include a range of equity and fixed income allocations.

Chase Mcmellian is a financial advisor at CFO4Life in Coppell, TX, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at PwC and Reagor Dykes, and he has been affiliated with Ausdal Financial Partners since 2018. Outside of advising, he is also involved in insurance sales on a limited basis. CFO4Life provides comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm employs diversified asset allocation models using mutual funds, ETFs, direct indexing, and third-party managers, with ongoing portfolio monitoring and analysis tailored to client objectives.