Patrick Beaird is a financial advisor at Beaird Harris Wealth Management, LLC with 29 years of industry experience. He holds the PFS™ designation and Series 65 license. Mr. Beaird has been with Beaird Harris since 1996 and also serves as president of Beaird Harris & Co. PC, a tax consulting firm, and North Dallas Fiduciaries, which provides bill paying services. Additionally, he is a shareholder and board member of Savant Capital Management. Beaird Harris Wealth Management is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs Modern Portfolio Theory with diversified, low-cost mutual funds and ETFs, and integrates tax-managed and alternative investments, leveraging its affiliation with a CPA firm and membership in the Zero Alpha Group.

Jeffery Butler is a financial advisor with OpenAir Financial, LLC in Southlake, TX, holding a Series 65 credential and six years of industry experience. He has worked at OpenAir Financial since 2021 and previously at Atrium Capital Management. Butler is also the owner and attorney of Butler Law Office, PLLC dba Atrium Legal Group, where he practices law alongside his advisory role. OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a fundamental analysis-based investment approach and offers ongoing portfolio management, written financial plans, and public seminars at no charge.

Andrew Schmuhl is a financial advisor at GDS Wealth Management with two years of industry experience. He holds a Series 65 designation and has worked at several firms including SWMG, LLC and Strittmatter Wealth Management. Prior to his advisory career, he was involved with Juicy Pig BBQ and the University of North Texas. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets through a multi-advisor team of 15, utilizing model portfolios informed by Raymond James research and employing a range of equity and fixed income allocations.

Cody Mason is a CFP® with 19 years of industry experience. He is currently with Worth Asset Management and has previously worked at Fidelity Investments in various roles from 2006 to 2025. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans, offering tailored portfolios through a combination of security analysis methods and utilization of outside managers and sub-advisors. The firm also delivers financial planning, cash management, distribution planning, and insurance-related advice.

Stephen Engels is a financial advisor with CMG Wealth Management in Plano, TX, holding the CFP® designation and Series 63 and 65 licenses. He has 32 years of industry experience, including roles at Purshe Kaplan Sterling Investments, Wells Fargo Clearing Services, and Wells Fargo Advisors. Engels serves as a trustee for a family insurance trust and owns SME Global Holdings LLC and CMG Global Holdings LLC, both investment-related entities. CMG Wealth Management provides asset management and advisory services to individuals, high-net-worth clients, non-profits, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory to manage diversified portfolios across multiple asset classes.

Helen Conley is a financial advisor with Parkway Wealth Management Group, LLC, holding a Series 66 designation and five years of industry experience. She has previously worked with Raymond James Financial Services and Westwood Wealth Management. Outside of her advisory role, she is involved in a family business, Solely Foster, on a part-time basis. Parkway Wealth Management Group is a federally registered investment adviser managing approximately $1.22 billion in discretionary assets for individuals, families, business owners, and institutional clients. The firm offers portfolio management, financial planning, consulting, and 401(k) services, employing a goal-based approach with access to in-house and third-party model portfolios across various asset classes.

Jared Skinner is a financial advisor at Meristead Wealth, LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Stansberry Asset Management, BancWest Investment Services, Bank of the West, Merrill, Bank of America, and Northwestern Mutual. Meristead Wealth provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, offering separately managed accounts and third-party asset management programs. The firm also manages private credit funds focused on accredited investors and employs a value-oriented approach combining top-down macro analysis with fundamental bottom-up research.

Michael Goodman is a financial advisor at Parkway Wealth Management Group, LLC with 51 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Parkway Wealth Management and Raymond James Financial Services since 2016. Additionally, he is separately licensed as an independent insurance agent. Parkway Wealth Management Group manages approximately $1.22 billion in discretionary assets for individuals, families, business owners, and institutional clients. The firm provides portfolio management, comprehensive financial planning, financial consulting, and 401(k) plan services, employing a holistic, goal-based approach with both in-house and third-party asset allocation models.

Virginia Baker is a CFP® professional with 10 years of experience in financial advising, currently with Beaird Harris Wealth Management, LLC since 2015. She serves on the OneFPA Advisory Council Executive Committee, focusing on financial planning advocacy. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a diversified, Modern Portfolio Theory-based approach, utilizing low-cost mutual funds and ETFs, and offers expanded access to alternative investments.

Michael George is a Series 65-credentialed advisor at CMG Wealth Management with one year of industry experience. He previously worked at Blackland Group LLC for 16 years. Michael is based in Plano, TX, and is part of a six-advisor team. CMG Wealth Management serves individuals, non-profit organizations, corporations, and other business entities, offering asset management, retirement-plan consulting, and due diligence reports on private investments. The firm employs a blend of fundamental and technical analysis with modern portfolio theory to tailor investment strategies to client objectives and risk tolerances.

Douglas White is a CFP® with 25 years of industry experience, currently serving as an advisor at Guidestone Advisors since 2009. He has been affiliated with Guidestone Financial Resources since 2001. 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 manages approximately $1.59 billion in discretionary assets and typically implements client strategies through model portfolios and discretionary management, applying a faith-based investing policy.

David White is a financial advisor at SFMG Wealth Advisors with 23 years of industry experience. He holds the Series 63 designation and has been with SFMG Wealth Advisors since 2007. SFMG Wealth Advisors provides personalized wealth management services to individuals, high-net-worth families, pension, and trust clients. The firm integrates financial planning and investment management through a planning-first process supported by a centralized Investment Committee and utilizes advanced tools to model retirement scenarios and inform strategic allocation decisions.

Mark Lagrone is a CFA® charterholder and holds the Series 66 designation with 13 years of industry experience. He is currently with Bright Wealth Management, LLC and its affiliate Bright Equities, LLC, where he has held roles since 2016, including Senior Vice President and Director of Bright Equities. In that capacity, he manages deal flow and due diligence for private and public investments and assists in managing model portfolios. Bright Wealth Management, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $265 million for about 175 clients through a team of seven advisors, offering discretionary portfolio management based on tailored asset-allocation models and continuous supervision.

David Evaul is a financial advisor at Crescent Advisor Group, Inc. based in Plano, TX, holding a Series 65 designation with 20 years of industry experience. He serves as general counsel to USSSA and is president of 300 Resources, Inc., both roles outside the investment industry. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to a diverse client base, including individuals, families, institutions, and non-profits. The firm employs a combination of technical and fundamental analysis and offers a range of investment strategies, supported by a network of affiliated business lines and professionals.

Juan Martinez Sr. is a financial advisor with Crescent Advisor Group, Inc. holding Series 63, 65, and 66 licenses and 27 years of industry experience. He has served as a professor at Dallas College since 2007. Martinez also holds an officer position with The 3525 Condominium, a nonprofit organization, where he oversees budgeting and financial obligations. Crescent Advisor Group provides financial planning and portfolio management services to a diverse client base, including individuals, families, institutions, and non-profits. The firm employs a combination of technical and fundamental analysis and offers a variety of investment strategies, supported by a network of affiliated business lines and professionals.

Catherine Bailey is a financial advisor at Ascentis Asset Management, LLC in Dallas, TX, with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Castleview Partners, LLC and ORG Partners, LLC. Ascentis Asset Management provides investment strategy and portfolio modeling services to other investment advisers, Unified Management Account (UMA) programs, and third-party platforms. The firm focuses on constructing model portfolios using a combination of charting, fundamental, quantitative, and technical analysis, primarily advising on mutual funds, real estate funds, equities, fixed income, ETFs, and non-U.S. securities.

Jacob King is a CFP® professional with 17 years of experience at Beaird Harris Wealth Management, where he has worked since 2004. He is based in Dallas, TX. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, pension and participant-directed retirement plans, and business entities. The firm employs a diversified investment approach based on Modern Portfolio Theory, primarily using low-cost mutual funds and ETFs, with recent expansions into alternative investments and tax-managed strategies.

Annette Hamil is a financial advisor with Trinity Portfolio Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with Trinity Portfolio Advisors since 2010. Outside of her advisory role, she is also licensed as an insurance agent, involved in the sales and service of life, fixed annuities, and health insurance. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for nearly 700 clients. The firm offers financial planning, consulting, and investment management services, utilizing a risk-focused, probability-based investment approach that combines fundamental and technical analyses along with proprietary model portfolios.

Tyler Floyd is a Certified Financial Planner® at SFMG Wealth Advisors with five years of industry experience. He has been with SFMG Wealth Advisors since 2017, including his current tenure beginning in 2019. Prior to his advisory career, he attended Texas Tech University. SFMG Wealth Advisors provides wealth management services to individuals, high-net-worth families, pension, and trust clients. The firm focuses on a planning-first approach that includes a written investment policy statement and centralized investment decision-making, offering a range of services such as estate planning, private equity access, and scenario modeling for retirement planning.

Alisha Reilly is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. She currently works with ORG Wealth Partners and ORG Partners LLC and has previously held roles at Lane Gorman Trubitt, LGT Financial Advisors, and other firms. In addition to her advisory work, she provides pro bono financial planning services through Financial Planner for 3rd Decade in Tucson, Arizona. Ascentis Wealth Management serves individual and high-net-worth clients, institutional plan sponsors, trusts, estates, and business entities. The firm offers financial planning, investment management, retirement plan consulting, and related services, employing both in-house and third-party strategies tailored through documented investment policy statements.