Michael Lemich is a CFP® professional with 11 years of experience in financial advisory. He currently works at RFG Wealth Advisory and has prior experience at LPL Financial, SagePoint Financial, and Boda Financial Group. RFG Wealth Advisory serves individual and high-net-worth clients by providing wealth management, financial planning, and portfolio consulting. The firm manages discretionary and non-discretionary accounts and applies a range of investment strategies including derivatives and options within separately managed accounts.

Elizabeth Allie is a financial advisor with CFO4Life, holding a Series 66 designation and 19 years of industry experience. She has been with CFO4Life since 2013 and also works with Ausdal Financial Partners. Outside of advisory roles, she provides tax preparation and business consulting services through LMBC II and serves as a notary public in Texas. CFO4Life serves affluent individuals, executives, retirement plans, corporations, trusts, and other entities by offering comprehensive financial planning, discretionary investment management, and corporate financial wellness programs. The firm employs diversified asset-allocation strategies with a range of investment vehicles and typically manages client accounts on a discretionary basis.

Michael Crawford is a financial advisor at TFR Capital with nine years of industry experience. He holds a Series 65 designation and previously worked at SCF Investment Advisors, Inc. and Texas Financial Resources. Outside of his advisory role, he serves as Vice Chair of the Board of Directors for the Princeton Economic Development Corporation and officiates youth baseball games as a baseball umpire. TFR Capital, LLC provides personalized financial planning and discretionary investment management to individuals and entities including high-net-worth clients, family offices, trusts, and qualified retirement plans. The firm’s investment process involves a thorough assessment of liquidity needs and portfolio allocations, combining multiple analytical approaches under an Investment Committee and Chief Investment Officer’s oversight.

Tian Hu is a CFP® professional with three years of industry experience, currently serving at Leo Wealth Americas, LLC. Prior to joining Leo Wealth Americas, he held positions at Leo Brokerage, Pictet Cie & SA, First Republic Investment Management, and New York Private Bank and Trust. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to a diverse client base including individuals, trusts, retirement plans, foundations, and institutional clients. The firm utilizes a combination of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Samuel Pond is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Keener Financial Planning. He previously worked at Raymond James Financial Services and other firms. He is also a member of GPN Alliance, Inc., the organization owning the Garrett Planning Network. Keener Financial Planning advises individuals, trusts, small businesses, and organizations using a primarily passive investment approach with low-cost index funds and ETFs. The firm offers modular financial planning and portfolio management through hourly, flat-fee, or retainer arrangements and manages approximately $479 million in SEC assets under management.

Ryan Blair is a CFP® professional with 17 years of industry experience and has been with SFMG Wealth Advisors since 2006. He is part-owner of Confidence Period, LLC, an investment-related entity based in Plano, Texas, though he does not actively manage it. SFMG Wealth Advisors is a team-based firm that offers integrated financial planning and discretionary portfolio management to individuals, families, and institutional clients. The firm combines financial planning with a variety of investment options including mutual funds, ETFs, private equity, and private credit, using a centralized Investment Committee to guide strategic and tactical asset allocation.

Paul Nolte is a CFA® charterholder with 17 years of industry experience. He is currently with Murphy & Sylvest, where he has worked since 2023, following nine years at Kingsview Asset Management, LLC. Located in Dallas, TX, Nolte holds Series 63 and Series 66 licenses. Murphy & Sylvest provides portfolio management, financial planning, and project-based consulting to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined investment process that combines strategic asset allocation with fundamental and quantitative analysis, typically using a long-term, buy-and-hold approach supported by written Investment Policy Statements.

Reem Hussein is a CFP® with six years of industry experience currently serving at Azzad Asset Management, Inc. She has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, MML Investors Services, and MassMutual/Spectrum Financial Group. In addition to her advisory role, she teaches an online course on Financial Literacy and Well-Being as an adjunct professor at Shepherd University. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, foundations, endowments, registered mutual funds, trusts, and small businesses. The firm focuses on socially responsible Islamic investing, using proprietary screening tools to exclude certain industries and offering multiple asset-allocation strategies through a combination of its investment team and independent model managers.

James Pacholek is a CFP®-certified advisor with 25 years of industry experience. He is a member of the six-advisor team at CMG Wealth Management in Plano, TX. Prior to joining CMG, Pacholek held roles at Purshe Kaplan Sterling Investments, Wells Fargo Advisors, Citigroup Global Markets, and Fidelity. Outside of his advisory work, he serves as president and pastor of First Pentecostal Church of Dallas and leads The Apothecary, a preaching ministry. CMG Wealth Management serves individuals, nonprofits, corporations, and other entities with asset management, retirement-plan consulting, and due diligence on private investments. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory to manage separately tailored accounts.

Ryan Dilworth is a CFA® charterholder with 19 years of industry experience. He is currently with Requisite Capital Management LLC, where he has worked since 2017. Prior to that, he held positions at UBS Financial Services and Morgan Stanley. Requisite Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pooled investment vehicles, combining fundamental and technical analysis with a flexible investment approach that includes ETFs, equities, fixed income, options, private equity, and private credit funds.

Joshua Wardle is a financial advisor with Parkway Wealth Management Group, LLC in Plano, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Cabot Lodge Securities LLC, Raymond James Financial Services, and Uptick Partners, LLC. Outside of his advisory work, he operates an independent contractor business, Wardle Wisdom LLC, which is used for tax purposes. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and institutional clients. The firm employs a holistic, personalized investment approach with diversified portfolios across various asset classes, managing accounts primarily on a discretionary basis.

Gary Bradshaw is a financial advisor with First Dallas Securities Incorporated in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at First Dallas Securities since 1990 and at Hodges Capital Management since 2001. Outside of his advisory role, Bradshaw owns and operates a cattle ranch in Cayuga, TX, and serves as a board member of the Soaring Eagle Center, a nonprofit organization in DeSoto, TX. First Dallas Securities serves individual and institutional clients, offering discretionary portfolio management focused on equity securities with a combination of fundamental and technical analysis. The firm manages approximately $398 million in assets and operates through a small advisory team.

Gail Carrion is a financial advisor with Astra Wealth Management Group in Plano, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2023. Carrion has an ownership interest in GLC Legacy LLC, a related investment business. Astra Wealth Management Group serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with wealth management, investment management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach using diversified portfolios and offers a subscription-based consulting service, managing over $1.5 billion in assets.

Randall White is a financial advisor with ACP Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with ACP Capital Management since 2015 and is also registered with ACP Securities, LLC. Mr. White is registered with ACP Capital Management to service personal and family accounts. ACP Capital Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, separately managed accounts, and institutional/private fund clients. The firm employs both in-house and third-party model portfolios, managing investments primarily through ETFs, mutual funds, and UCITS, and offers wrap-fee and non-wrap account options.

Daniel Harper is a financial advisor at Lexington Hill Partners, LLC in Dallas, TX, holding a Series 65 designation. He has been with Lexington Hill Partners since 2022 and has no prior industry experience before joining the firm. Lexington Hill Partners provides wealth management and investment advisory services primarily to individuals and high-net-worth families. The firm emphasizes long-term, low-turnover portfolios with diversified asset allocation and offers discretionary portfolio management alongside tailored consulting services for complex family needs.

Christopher Colon is a CFP® with 13 years of industry experience, currently serving at Parkway Wealth Management Group, LLC. His prior experience includes roles at Morgan Stanley from 2012 to 2018 and multiple positions within Parkway and Raymond James Financial Services. He is also licensed as an independent insurance agent through Once Insurance Solutions. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves a diverse client base including individuals, families, business owners, and institutional clients. The firm employs a personalized investment approach with diversified portfolios and offers services such as portfolio management, financial planning, and 401(k) advisory.

Christopher Caporaletti is a financial advisor at Bright Wealth Management, LLC with 13 years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at firms including Equitable Advisors, Axa Advisors, and Inwood Asset Management. 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 around 175 clients through a team of seven advisors, using tailored asset-allocation models and discretionary portfolio management that incorporates a variety of investment vehicles and active supervision.

Hannah Ellis is a financial advisor with Kingstone Capital Partners Texas, LLC, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Her prior roles include positions at Letter Technologies Inc and KeyBank. Kingstone Capital Partners Texas provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm uses a fundamental bottom-up research process combined with a top-down allocation view and employs derivatives and leveraged ETFs in separately managed accounts as part of its risk management strategy.

Claire Snider is a financial advisor at Meristead Wealth, LLC with a Series 65 designation and three years of industry experience. She previously worked at Stansberry Asset Management and Moneta. Meristead Wealth, LLC offers discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, utilizing a value-oriented investment approach that combines macro analysis and fundamental research across global equities and credit. The firm also manages private credit funds for accredited investors and retirement accounts.

Taylor Fazand is a CFP® with 11 years of experience in financial advisory. He has been with Guidestone Financial Resources since 2013. 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 uses model portfolios and discretionary management with a faith-based investing policy and manages approximately $1.59 billion in discretionary assets.