Ami Baxter is a CFP® credentialed financial advisor with seven years of industry experience, currently with Perryman Financial Advisory, Inc. in Dallas, TX, where she has worked since 2019. Prior to joining Perryman, she spent three years at Kantar Media. Perryman Financial Advisory, Inc. is an SEC-registered investment adviser managing over $1 billion for a diverse client base including individuals, trusts, estates, and charitable organizations. The firm employs both fundamental and technical analysis to construct diversified portfolios incorporating a range of asset types and offers services such as discretionary portfolio management and comprehensive financial planning.

Stuart Herzog is a financial advisor at Beaird Harris with 11 years of industry experience. He holds the Series 65 designation and has been with Beaird Harris Wealth Management since 2012. 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 Modern Portfolio Theory approach using diversified, low-cost mutual funds and ETFs, and has expanded into alternative investments.

Andrew Smith is a financial advisor with Delos Private Client Group, LLC in Dallas, TX, holding a Series 65 credential and nine years of industry experience. He has worked at Delos Wealth Advisors since 2019 and previously held roles at Lear Investment Management and BOK Financial Securities. Delos Private Client Group provides discretionary portfolio management, financial planning, pension consulting, and third-party manager selection primarily for individuals, pension plans, and charitable organizations. The firm offers an Institutional Research subscription with macroeconomic commentary and asset-allocation recommendations and manages accounts using model portfolios, sub-advisers, and various investment strategies tailored to client objectives and risk tolerance.

Mason Pusateri is an advisor at Lemnis Capital with Series 65 and Series 63 credentials. He has been with Lemnis Capital and Innovation Partners LLC since 2026. His prior work experience includes roles in various industries such as hospitality and retail. 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 a combination of model portfolios, customized asset allocation, and third-party platforms to deliver both discretionary and non-discretionary management tailored to clients’ objectives and risk tolerance.

Brandon Sherbert is an Investment Advisor Representative and Chief Operating Officer at Beacon Financial Group with 27 years of industry experience. He has held advisory roles at Kestra Advisory Services and Kestra Investment Services since 2013 and previously worked at Fortitude Advisory Group. Outside of his advisory work, Sherbert manages a consulting business offering general business advice to small and medium-sized companies. Beacon Financial Group provides wealth management, financial planning, and retirement and trust consulting to individuals, high-net-worth clients, and organizational entities. The firm offers discretionary portfolio management using fundamental, technical, and cyclical analysis, incorporating mutual funds, ETFs, individual securities, and Independent Managers, with a client-focused approach tailored to goals and risk tolerance.

Robert Morrison III is a financial advisor with ISC Advisors, Inc. in Irving, Texas, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with Institutional Securities Corp since 2008. Outside of his advisory role, he has received oil and gas royalties and previously worked as an independent insurance agent. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients, offering financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services. The firm manages approximately $1.54 billion in assets, with investment oversight provided by an internal committee and utilizes mutual funds, ETFs, and third-party sub-advisors in its model portfolios.

Stephanie Molina is a financial advisor with Guidestone Advisors in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Her prior roles include positions at GuideStone Financial Resources, Avantax Investment Services, and Hilltop Securities. 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 a faith-based investing policy, uses model portfolios and discretionary management, and offers packaged programs such as GuideStone Wealth Management and GuideStone Personal Advisory Services.

Jordan Kast is a financial advisor at GDS Wealth Management with seven years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc., and Raymond James Financial. Kast has been with GDS Wealth Management since 2019. GDS Wealth Management provides financial planning, consulting, and investment management services primarily to high-net-worth individuals. The firm manages approximately $1.8 billion in client assets across a team of 22 advisors, focusing on discretionary portfolio management and retirement-rollover guidance using model portfolios developed with research support from Raymond James.

Paul Harvey is a CFA® charterholder with 39 years of industry experience, currently serving at Vaquero Private Wealth, Ltd. since 2019. His prior roles include positions at Syntal Capital Partner, Bank of America, N.A., and Merrill. Outside of advisory work, he is co-owner of Mountain Limo, a ground transportation company, and serves on the Board of Directors of Matador Resources, Inc. Vaquero Private Wealth is an independent advisory firm that serves individuals, corporations, trusts, estates, donor-advised funds, retirement plans, and insurance company clients. The firm offers discretionary investment management and personalized financial planning, constructing customized, tax-aware portfolios that integrate public and private investments across multiple asset classes.

Phillip Maxwell is a financial advisor at Probity Advisors, Inc. in Dallas, TX, holding a Series 65 designation with two years of industry experience. Prior to joining Probity Advisors, he was self-employed for one year and worked at Fort Worth Presbyterian Church for five years. Probity Advisors, Inc. provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm utilizes a combination of active stock selection, fixed-income management, and ETF-based tactical allocation tailored to clients' objectives and risk tolerances.

Robert Rice Jr. is a CFP® professional with 14 years of experience in the financial services industry. He has worked at Generational Wealth Advisors since 2026 and previously spent nine years at Charles Schwab and three years at Grand Financial, Inc. Robert is based in Richardson, Texas, and holds Series 63 and Series 65 licenses. 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 uses a multi-disciplinary team approach focused on strategic asset allocation, diversification, and periodic rebalancing, employing a variety of institutional investment vehicles and offering family-office style arrangements when appropriate.

Cynthia Besek is a financial advisor with MIAI, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with MIAI, Inc. since 2002 and also serves as Senior Vice President and Chief Operating Officer of Maplewood Investment Advisors, Inc. in Dallas. MIAI, Inc. is an SEC-registered investment adviser managing approximately $235 million for nearly 300 clients through a team of five advisors. The firm serves individuals, trusts, estates, corporations, charitable organizations, and retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting with strategies that include fundamental and technical analysis, long- and short-term trading, and options.

Salvador Sanchez is a financial advisor at View Capital RIA, LP in Dallas, TX, holding Series 65 and Series 63 licenses with 15 years of industry experience. He has been with View Capital since 2011 and previously worked at Vca Securities, Lp. Sanchez serves on the board of Cuentas Ok Sapi de CV, a non-investment-related business based in Mexico City. View Capital RIA, LP manages approximately $1.82 billion for individuals, ultra-high-net-worth families, institutions, and pooled investment vehicles. The firm offers advisory and consulting services through tailored programs, combining fundamental and technical analysis, asset allocation modeling, and independent manager due diligence.

Henry Henderson is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Institutional Securities Corp since 2001 and has been with ISC Advisors since 2013. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients, offering financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services. The firm manages approximately $1.54 billion in assets and utilizes a range of model portfolios, mutual funds, and ETFs, with oversight maintained by an Investment Committee.

David Ackerman is a CFP®, CFA®, and Series 65 credentialed advisor with 22 years of industry experience. He has been with Ackerman Capital Advisors, LLC since 2002. Ackerman Capital Management provides wealth management services to high-net-worth individuals, families, trusts, corporations, charitable entities, and certain pension plans. The firm offers actively managed portfolios primarily using ETFs and no-load mutual funds, along with comprehensive financial planning and retirement plan consulting. It also sponsors and advises private pooled funds, including a municipal bond fund and a multi-strategy digital-asset fund.

Brian Haselden is a ChFC® credentialed advisor at ISC Advisors, Inc. in Dallas, TX, with 28 years of industry experience. He has worked with Doucet Asset Management and Institutional Securities Corp since 2016. Outside of his advisory role, Haselden operates a fixed life insurance brokerage serving non-ISC licensed agents. ISC Advisors, Inc. serves individuals, high-net-worth clients, corporate plans, and institutions, managing approximately $1.6 billion in assets through 27 advisors. The firm offers portfolio management, financial planning, and pension consulting, with a notable portion of assets managed on a non-discretionary basis and provides advisory models via the Empower platform.

Holly Lansidel is a CFP®-designated financial advisor at Burford Brothers, Inc. in Dallas, TX, with five years of industry experience. She has worked at Burford Brothers since 2021 and previously held roles in consulting and the food service industry. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, and retirement plans with discretionary asset management, retirement plan consulting, and financial consulting. The firm offers tailored investment advice across various asset classes and operates a multi-family office division for ultra-high-net-worth clients.

Christa Bass is a CFP® with 12 years of experience in the financial industry, currently serving at Cottonwood Capital Advisors. Her prior experience includes roles at JPMorgan Chase bank NA and Commonwealth Financial Network. She spends a small portion of her time on fixed insurance sales conducted at her branch location. Cottonwood Capital Advisors provides financial planning, retirement-plan consulting, and discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, corporations, other advisers, and private funds. The firm combines advisor-led portfolio construction with model portfolios and asset-allocation approaches and acts as a fund sponsor and private-fund adviser managing pooled investment vehicles.

Paula Allgood is a financial advisor at Beaird Harris with 27 years of industry experience. She holds a Series 63 designation and has been with Beaird Harris Wealth Management, LLC since 1996 and Beaird Harris, PLLC since 1993. In addition to her advisory role, she serves as Vice President at Beaird Harris & Co. PC, focusing on tax consulting and preparation. 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 based on Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, with recent expansions into alternative investments and tax-managed strategies.

Max Rockwell is a financial advisor with Ascentis Asset Management, LLC, holding a Series 66 designation and 11 years of industry experience. His previous roles include positions at Org Partners Asset Management, Golden State Asset Management, WealthShield LLC, and The Ayco Company, L.P./Mercer Allied. He is also a partner in CCDML Ventures Group LLC, where he oversees investments in wealth management-related businesses. Ascentis Asset Management provides sub-advisory portfolio modeling and model portfolio construction services to other investment advisers and Unified Managed Account (UMA) program sponsors, delivering tailored investment models and implementation guidance without directly managing client assets.