William Mckenna is a financial advisor at Gordian Wealth Advisors, LLC in Richardson, TX, holding Series 65 and Series 63 credentials with one year of industry experience. He previously worked for Blue Hen Capital, LLC for ten years. Outside of advisement, he owns and operates a personal rental property management business. Gordian Wealth Advisors, LLC manages approximately $488.7 million for high-net-worth individuals, trusts, and estates, offering discretionary portfolio management, integrated financial planning, and access to independent managers and private pooled investment vehicles. The firm employs tailored asset-allocation and manager-selection processes overseen by an investment committee and utilizes strategies including covered-call overlays and endowment-style diversified models.

Abigail Caldwell is a CFP® professional with five years of industry experience, currently serving at Strata Wealth Advisors, LLC since 2020. Prior to joining Strata, she worked at Carter Financial Management from 2018 to 2020 and was employed at Texas A&M University from 2014 to 2018. Strata Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and cash management services to individuals, trusts, estates, and institutional clients. The firm’s investment approach includes tailored portfolios with a range of asset classes and employs technology and third-party platforms to support tax efficiency and client reporting.

Paul Lightfoot is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with Optima Asset Management Inc. since 2008, contributing to the firm’s operations for 18 years. Based in Dallas, TX, he works within a two-advisor team. Optima Asset Management provides fee-only investment advisory and limited financial planning services to individuals, high-net-worth investors, and pension and trust clients. The firm employs a top-down, asset-class approach using modern portfolio theory and proprietary models to construct tax-efficient, low-turnover portfolios managed on a non-discretionary basis.

Jeffrey Rupp is an investment advisor with View Capital RIA, LP in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at View Capital since 2003 and previously spent 14 years at VCA Securities, LP. Rupp serves as an advisory board member for Velosis Fund II, which focuses on real estate investments. View Capital RIA provides investment advisory and consulting services to individual, high-net-worth, and institutional clients through advisory and consulting programs. The firm constructs portfolios by selecting and monitoring independent asset managers and oversees pooled investment vehicles to offer access to private equity, direct debt, and energy opportunities.

Jeffrey Bradley is a financial advisor at McElhenny Sheffield Capital Management, LLC with 20 years of industry experience. He has been with McElhenny Sheffield since 2014. Bradley holds Series 63 and Series 65 designations. 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 investment process focused on tactical ETF strategies using proprietary quantitative models with risk controls and offers model portfolios to third-party platforms as well as sub-advisory services, including managing an actively managed ETF.

Justin Artis is a financial advisor at GDS Wealth Management in Flower Mound, TX, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining GDS Wealth Management, he worked at Fidelity Investments and has experience in legal and corporate settings, including a six-year tenure at Biel Fisette Iacono, LLP. GDS Wealth Management serves individual clients, including high-net-worth households, providing financial planning, consulting, and investment management. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management, utilizing model portfolios developed with research and allocation guidance from Raymond James.

David Wilkins is a financial advisor with Gerald Baker Financial Group, L.L.C. dba Baker Financial Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Baker Financial Group since 2005 and is also associated with GRB Financial, LLC. In addition to his advisory role, Wilkins specializes in life, health, disability, and long-term care insurance. Gerald Baker Financial Group serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing approximately $833.2 million in discretionary assets. The firm focuses on capital preservation and employs a long-term, asset-allocation investment strategy utilizing active managers, indexes, ETFs, individual securities, and fixed-income instruments.

Douglas Gill is a CFP® with 34 years of experience in the financial industry. He is a principal at Castleview Partners, LLC and also serves as president and sole shareholder of Gill Capital Management, Inc., a holding company for investments in real estate, private equity, and public securities. Outside of his advisory work, Gill participates in community service as a board member of the Rotary Club of Park Cities Foundation and chairs a committee at Northridge Presbyterian Church. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans. The firm offers tailored portfolio management using a combination of internally managed models, third-party strategies, and direct holdings, supported by its proprietary aiAlpha platform that serves both Castleview and external advisers.

Craig Caudle is a financial advisor at Burford Brothers, Inc. in Dallas, TX, with 33 years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at RBC Capital Markets and several family limited partnerships and charitable organizations, where he has served in management and director capacities. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, and retirement plans, offering discretionary asset management, retirement plan consulting, third-party money manager recommendations, and financial consulting. The firm also operates a multi-family office division providing comprehensive planning and tailored investment advice across a range of securities and strategies.

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 with seven years of industry experience. He holds a Series 66 designation and has worked previously at firms including Osaic Advisory Services, Arbor Point Advisors, Securities America, and Edward Jones. Outside of advising, he is licensed to offer life insurance as an additional product option to clients. Prestige Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 client relationships. The firm employs an asset-allocation approach and offers discretionary investment management, financial planning, retirement plan advisory, and consulting services, often utilizing sub-advisors and third-party tools.

Joseph Dowdall is a CFP® with 18 years of experience in the financial industry. He has been with Worth Asset Management since 2021 and previously worked for MMWKM Advisors, LLC for 10 years. In addition to his advisory role, he works as an independent insurance agent, focusing on the 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 uses a combination of security analysis methods and works with outside managers and sub-advisors, while offering financial planning and insurance-related advice.

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 one year of industry experience. He holds a Series 66 designation and has worked at Hodges Capital Management and Equitable Advisors, LLC. First Dallas Securities serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and ongoing account monitoring. The firm emphasizes domestic equity securities with a blend of fundamental and technical analysis and operates on a commission-based advisory model.

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. He has 26 years of industry experience and has been associated with Probity Advisors since 2002. Outside of his advisory role, he is vice president and co-owner of FA Holdings, Inc., a technology services company providing data analytics and integration services to Probity Advisors, as well as the sole owner of a life insurance agency. Probity Advisors, Inc. provides discretionary portfolio management, financial planning, annuity allocation, consulting, and retirement plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm combines active stock selection and fixed-income management with ETF-based tactical allocation and quantitative rebalancing, employing various analytical methods and options strategies tailored to client objectives and risk profiles.

Thomas Marshburn Jr. is a financial advisor with Capital Markets IQ, LLC in Arlington, TX. He holds Series 63 and Series 65 credentials and has 34 years of industry experience. Marshburn has been with Capital Markets IQ since 2016. Outside of advisory work, he owns Red Rock Mortgage Management LLC, which manages his personal mortgage-backed securities. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including individual investors, small businesses, and pension plans. The firm employs a multi-branch operating model with centralized supervision and offers a broad range of portfolio management, financial planning, and consulting services across various asset classes.

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.

Justin Jones is a financial advisor with Fidelis Capital who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior roles include positions at Level Four Advisory Services, AE Wealth Management, Valiant Wealth Management, Advantage Commercial Lending, JL Cochran & Co, and Transamerica Financial Advisors. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and non-profit organizations, and other business entities. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide portfolio management and also serves as a sub-adviser to a private fund exempt under the Investment Company Act of 1940.