Daniel Dooley is a financial advisor at MIAI, Inc. in Dallas, TX, with 38 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. In addition to his advisory roles, he has served as a director of the Blanche Stanley Foundation since 2013, assisting with the management of its assets. MIAI, Inc. provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $213 million for around 274 clients through a team of four advisors, utilizing proprietary programs and platforms such as the MIAI Advisor Program and Fidelity Managed Account Xchange.

Owen Mccabe is a financial advisor at Astra Wealth Management Group with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is the sole managing member of OTM Family Investments, LLC, an investment-related business. 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 utilizing fundamental, technical, cyclical, and charting analysis to construct diversified portfolios across various asset types and offers both discretionary and non-discretionary account services.

Mary Harris is a financial advisor at QuadCap Wealth Management, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked at QuadCap since 2017. Prior to joining QuadCap, she was associated with Stephen Cook, FullCircle Wealth, and Triad Advisors, Inc. from 2015 to 2017. QuadCap Wealth Management provides investment management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm combines traditional advisory work with innovative tools, including an AI-enabled platform for estate planning and integrated tax preparation services.

Reid Rottino is a financial advisor at ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation with five years of industry experience. His prior work includes roles at ISC Group, Inc., The Trails Golf Club, and Tyler Technologies. ISC Advisors serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, foundations, and other U.S. and international institutions. The firm manages approximately $1.6 billion in assets across discretionary and non-discretionary portfolios and offers financial planning, pension consulting, and a range of advisory options including managed-account programs and third-party sub-advisors.

Harrison Smith is a financial advisor at McGowanGroup Asset Management, Inc. in Dallas, TX, holding a Series 65 designation and five years of industry experience. He has been with McGowanGroup since 2019 and previously studied at Texas Tech University. McGowanGroup Asset Management, Inc. serves individuals, high-net-worth clients, trusts, retirement plans, and other entities with fee-based asset and portfolio management. The firm employs a model-driven investment process combining tactical multi-asset allocation with income or growth selection, offering wrap and non-wrap fee programs and utilizing Pershing Advisor Solutions for trade execution and account services.

Douglas Bartol is a financial advisor at Nexus One Financial Advisors LLC in Plano, TX, holding the CFP® and ChFC® designations with 29 years of industry experience. Before joining Nexus One in 2025, he worked for Retirement Planners of America for 14 years. Bartol is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. Nexus One Financial Advisors LLC is an SEC-registered firm serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm provides discretionary wealth management and financial planning, emphasizing customized, long-term portfolio construction with diversified mutual funds and ETFs, while also incorporating individual securities and alternative investments as appropriate.

Emma Callaway is a financial advisor at Guidestone Advisors with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at GuideStone Financial Resources and BlueSprig. Emma also has a background in education and retail, having worked at Dallas Baptist University and Chick-fil-A. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm applies a faith-based investing policy and uses model portfolios primarily composed of affiliated GuideStone Funds, with options for unaffiliated mutual funds and third-party managed accounts.

Andrew Herzog is a CFP® with three years of industry experience, currently serving as an advisor at The Watchman Group, Inc. in Plano, TX. His prior experience includes roles at Beacon Pointe Advisors, Wisniewski Wealth Management, and Northwestern Mutual. The Watchman Group provides fee-only wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm focuses on customized, asset-allocation-driven portfolios using a combination of fundamental, quantitative, and qualitative analysis, primarily implementing discretionary strategies.

John Howard is a financial advisor at Howard Financial Services, Ltd. in Dallas, TX, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Howard Financial Services, Inc. since 2003. Howard serves as a board member of the Camp John Marc Foundation, which operates a camp for disabled or impaired children. Howard Financial Services, Ltd. is a fee-only wealth management firm that provides personalized investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm employs strategic asset allocation across various asset classes and manages most client accounts on a discretionary basis.

James Zimmerman is a CFP® with 19 years of industry experience and has been with Beaird Harris Wealth Management, Inc. since 2015. He holds Series 63 and Series 66 licenses and 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 Modern Portfolio Theory through diversified, low-cost mutual funds and ETFs, incorporates alternative investments, and operates in affiliation with a certified public accounting firm, offering access to specialized fund offerings and tax-managed investment strategies.

Jennifer Cook is a CFP® professional with eight years of experience, currently serving as an advisor at Cypress Point Wealth Management, LLC. She previously worked at Quest Capital Management, Inc. and Evensky & Katz/Foldes Financial Wealth Management. Jennifer is involved in the financial planning community as the 2022 Special Events Director for the Financial Planning Association of Dallas and Fort Worth and serves on the Texas Tech University Personal Financial Planning Alumni Advisory Board. She also provides pro bono financial coaching to widows through Wings for Widows. Cypress Point Wealth Management serves high-net-worth individuals, families, trusts, and select family office clients, offering financial planning, discretionary investment management, and family office services. The firm employs a long-term, low-turnover investment approach focused on diversified, balanced portfolios emphasizing tax efficiency and asset allocation.

Robert Badger is a financial advisor at Dash Investments with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Dash Investments in 2025, he worked at Fisher Investments, Bank of America, Merrill, JPMorgan Chase Bank, J.P. Morgan Securities LLC, and Thrivent Financial. Dash Investments provides discretionary portfolio management and comprehensive financial planning services primarily to individuals, high-net-worth clients, estates, and trusts with at least $1,000,000 in investable assets. The firm employs a long-term, value-oriented investment approach focused on a limited number of industries, integrating financial planning and tax analysis into client relationships.

Steven Zurlis is a financial advisor at Astra Wealth Management Group with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including Purshe Kaplan Sterling Investments and Wells Fargo Advisors. He owns and operates Zurlis Wealth Management, LLC, a separate investment-related business. Astra Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $1.3 billion in assets. The firm employs a combination of fundamental, technical, cyclical, and charting analysis to build portfolios using mutual funds, ETFs, individual securities, options, and structured products tailored to client goals and risk tolerances.

Cooper Segars is a financial advisor at QuadCap Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and previously worked at SWMG, LLC and Baird. Segars also spent six years at Texas Tech University and had entrepreneurial involvement with Clean Air Lawn Care. QuadCap Wealth Management provides investment management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm offers tailored asset allocation strategies, family office coordination, trustee services, in-house tax preparation, and employs an AI-enabled platform to assist with estate planning.

Arthur Crowley is a Series 65 credentialed advisor with 13 years of industry experience. He has worked at Bright Wealth Management, LLC since 2019 and previously spent six years with Financial Gravity Tax, Inc. and Pollock Advisory Group, Inc. 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 using tailored asset-allocation models and continuous portfolio supervision, employing a mix of equity securities, ETFs, mutual funds, and other investment vehicles.

Joshua Biggs is a CFP® professional with 15 years of industry experience, currently serving at Guidestone Advisors since 2008. He holds a Series 63 license and is based in Dallas, TX. 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 and offers discretionary management primarily through affiliated mutual funds and third-party separately managed accounts.

Thomas Hamilton is a financial advisor at Orion Wealth Management LLC with a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Enterprise, LLC, Prudential Insurance Company of America, and Pruco Securities, LLC. Orion Wealth Management LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory, emphasizing long-term trading and regular account reviews.

Nicole Williams is a financial advisor at Guidestone Advisors in Dallas, TX, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at Fidelity Investments, the City of Philadelphia Law Department, and Bank of America, N.A. Outside of finance, she operated Thekari Designs Custom Woodwork for eight years. 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 employs model portfolios and discretionary management with a faith-based investing policy and offers various packaged programs such as GuideStone Wealth Management and GuideStone Personal Advisory Services.

Darla Ripley is a financial advisor with Oxbow Advisors, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at Compass Real Estate, Briggs Freeman Sotheby's Realty, and Dave Perry Miller Real Estate, and has been with Oxbow Advisors since 2012. Ripley was also involved with Dreamfield Arabian Racehorses, Inc. for 27 years and is a general partner of Houston Hotel Magazine, LLC. Oxbow Advisors is a registered investment adviser serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, foundations, and corporations. The firm offers discretionary portfolio management and financial planning, utilizing a combination of fundamental, technical, and cyclical analysis to tailor investment strategies to client needs.

Corbin Caudle is a financial advisor with Burford Brothers, Inc. in Dallas, TX, holding a Series 65 designation and two years of industry experience. He has prior experience with Burford Caudle Family Capital and Lee Financial, and has worked with Northwestern Mutual since 2017. Outside of advising, he performs bookkeeping for a family-owned commercial office leasing business. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, and retirement plans, offering discretionary asset management, retirement plan consulting, and financial consulting. The firm provides multi-family office–style services through its Burford Caudle Family Capital division, employing a range of investment strategies tailored to each client’s needs.