Chasity Chavez is a CFP® professional with three years of experience at Howard Financial Services, Ltd. She joined the firm in 2023 and previously worked at Money Concepts and Tru by Hilton. Howard Financial Services provides personalized investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm uses a strategic asset allocation approach combined with fundamental, technical, and quantitative analysis to construct and monitor client portfolios.

Alex Goldstein is a financial advisor at Atlas with seven years of industry experience and holds a Series 66 designation. He has worked at several firms including Bank of America, Merrill, and Chesapeake Asset Management. Outside of his advisory role, he serves as Vice President of Investor Relations at Percent Technologies, an investment platform technology company, and is the founder of Spreadwise LLC, a financial services venture affiliated with Atlas. Atlas provides wealth management and financial planning to individuals, high-net-worth clients, families, trusts, estates, businesses, retirement plans, and pooled investment vehicles. The firm employs a combination of fundamental and technical analysis within a primarily long-term, index-based investment framework, and is notable for sponsoring private investment vehicles including a private credit fund.

Benjamin Campbell is a financial advisor at Lemnis Capital in Richardson, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Lemnis Capital, he worked at Equitable Advisors and Innovation Partners LLC. Outside of financial advising, his background includes roles in various industries such as printing and delivery services. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and institutional clients. The firm offers discretionary and non-discretionary portfolio management using model portfolios and customized asset allocations, supported by third-party platforms and strategists.

Gregory Mangelsdorf is a CFP® professional with nine years of industry experience. He has worked at Howard Financial Services, Ltd. since 2019 and previously held roles at Atlas Wealth Advisors LLC and WFG Advisors, LP. He is based in Dallas, TX. Howard Financial Services, Ltd. is a fee-only wealth management firm serving high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm offers personalized investment management and financial planning, typically implementing strategic asset allocation across multiple asset classes and managing most client accounts on a discretionary basis.

Benjamin Schmuhl is a financial advisor at GDS Wealth Management in Flower Mound, TX, holding a Series 65 designation. He has been active in the financial services industry since 2023, with prior experience at Ryan Everet Insurance and Charles Schwab & Co., Inc. Outside of finance, he was involved with Juicy Pig Barbecue for five years. GDS Wealth Management provides financial planning, consulting, and investment management services primarily to individual and high-net-worth clients. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management and retirement-rollover guidance, using model portfolios supported by research from Raymond James.

Samuel Pokluda is a CFP® credentialed financial advisor with four years of industry experience. He is currently with GDS Wealth Management and previously worked at Merrill Lynch and Fidelity Investments. GDS Wealth Management serves individual clients, including high-net-worth households, offering financial planning, consulting, and investment management. The firm employs model portfolios developed with research from Raymond James, focusing primarily on asset allocation across various securities.

Derek Childs is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Howard Financial Services, Ltd. since 2009. The firm is a fee-only wealth management company that serves high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. Howard Financial Services offers personalized investment management and financial planning, typically implementing strategic asset allocation across multiple asset classes and managing most client accounts on a discretionary basis.

Candy Hawkins is a financial advisor at Astra Wealth Management Group with 29 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Outside of her advisory role, Hawkins is the director and owner of Page's House, an organization focused on educating teen mothers in basic living skills. Astra Wealth Management Group serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing $1.568 billion in assets. The firm employs a long-term investment approach that integrates fundamental, technical, cyclical, and charting analysis to build diversified portfolios using various investment vehicles and offers a subscription-based consulting service.

Kevin Gray is a financial advisor at Ascentis Wealth Management, LLC in Dallas, TX, with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including Ayco Co., a Goldman Sachs company, RBC Capital Markets, and Purshe Kaplan Sterling Investments. Gray is an owner of Ascentis Holdings, which controls Ascentis Wealth Management and related entities. Ascentis Wealth Management serves individuals, including high-net-worth clients, as well as institutional and corporate clients such as pension plans, trusts, and charitable organizations. The firm provides financial planning, retirement plan consulting, and investment management using strategic and tactical asset allocation across various securities, managing assets both discretionarily and non-discretionarily.

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 at OpenAir Financial, LLC with six years of industry experience. He holds a Series 65 designation and has worked with OpenAir Financial since 2021. In addition to his advisory role, Butler is the owner and attorney at Butler Law Office, PLLC dba Atrium Legal Group, a legal practice he has maintained since 2014. 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 with a focus on personalized portfolio management, quarterly account reviews, and offers educational workshops 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.

Mikayla Born is a financial advisor at Lemnis Capital with seven years of industry experience. She holds a Series 66 designation and previously worked at Equitable Advisors and AXA Advisors. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management, using model portfolios and customized asset allocation, and provides subscription-based financial planning memberships along with retirement plan consulting and participant education.

Cody Mason is a financial advisor at Worth Asset Management in Dallas, TX, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 19 years of industry experience with prior roles at Fidelity Investments and Fairway Legacy Advisors. 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 outside managers to tailor portfolios, offering both discretionary and non-discretionary account management with regular reviews aligned to client objectives.

Stephen Engels is a CFP® certificant with 32 years of industry experience. He is currently with CMG Wealth Management and has previously worked at Purshe Kaplan Sterling Investments, Wells Fargo Clearing, and UBS Financial Services. Engels serves as a trustee for a family insurance trust and holds ownership in related investment entities. CMG Wealth Management serves individuals, non-profits, corporations, and other business entities by providing discretionary and non-discretionary asset management, retirement-plan consulting, and due diligence reports on private investments. The firm uses a blend of fundamental and technical analysis combined with modern portfolio theory to tailor investment strategies to each client's objectives and risk tolerance.

Helen Conley is a financial advisor at Parkway Wealth Management Group, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors and Westwood Wealth Management. Outside of her advisory role, she is involved in a family business, Solely Foster, and is licensed as an independent insurance agent. 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 offers comprehensive financial planning and portfolio management using a personalized investment approach with portfolios diversified across multiple asset classes and strategies.

Jared Skinner is a financial advisor with Meristead Wealth, LLC, holding Series 65 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Stansberry Asset Management and BancWest Investment Services, among others. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, utilizing a combination of top-down macro analysis and bottom-up fundamental research. The firm manages private credit funds and employs opportunistic, value-oriented strategies across global equities and credit.

Michael Goodman is a financial advisor at Parkway Wealth Management Group, LLC with 52 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Morgan Stanley, Citigroup Global Markets, Wells Fargo Clearing, and Prudential Equity Group. Goodman is also separately licensed as an independent insurance agent. 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 other institutional clients. The firm employs a holistic, personalized investment approach with diversified portfolios and offers services including portfolio management, financial planning, and 401(k) plan advisory.

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.