Craig Wade is a financial advisor with Rhodes Investment Advisors, Inc. in Fort Worth, TX, holding a Series 63 designation and over 40 years of industry experience. He has been with Rhodes Investment Advisors since 1997 and associated with Rhodes Securities, Inc. since 1988. Outside of advisory services, he is also a registered insurance agent. Rhodes Investment Advisors primarily serves individual clients, managing approximately $419 million across nearly 800 accounts. The firm offers portfolio management, financial planning, consulting, and third-party manager selection, employing both discretionary and non-discretionary approaches using fundamental, technical, and charting analysis methods.

Samuel Whitney is a financial advisor at Lexington Hill Partners, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Lexington Hill Partners in 2023, he worked at PGT Industries and was affiliated with Furman University. Lexington Hill Partners provides wealth management and investment advisory services to individuals and high-net-worth families, managing approximately $170.7 million across a small client roster. The firm focuses on long-term, low-turnover portfolios using diversified asset allocation and offers discretionary portfolio management alongside tailored consulting services for complex family needs.

Thye Soon Foo is a financial advisor at Leo Wealth Americas, LLC, holding a Series 65 designation. He has experience working at Leo Wealth Americas since 2026 and previously worked at Leo Wealth, LLC and Jachin Capital PTE, Ltd. from 2015 to 2022. Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting, and access to alternative and model portfolios for individuals, trusts, retirement plans, foundations, and institutional clients. The firm employs a mix of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation, and serves a variety of clients including sovereign wealth funds and municipal governments.

Becca Brister is a financial advisor at ISC Advisors, Inc. in Dallas, TX, with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. ISC Advisors, Inc. 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 for roughly 1,780 clients and offers portfolio management, financial planning, and pension consulting through a range of discretionary and non‑discretionary strategies.

Mark Michel is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He has worked at Diesslin Group, Inc. since 2021 and previously spent five years at American Beacon Advisors. Diesslin Group, Inc. provides fee-only financial planning and asset management services to individuals, businesses, and institutional clients. The firm emphasizes strategic asset allocation, global diversification, and tax-sensitive implementation, and also serves as a private fund sponsor and manager with several closed investment funds.

Zaphrey Williams is a financial advisor at Leo Wealth Americas, LLC with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including Waddell & Reed and BFT Financial Group, LLC. Outside of investment advisory, he operates a tax preparation service through Z L Williams Tax and Bookkeeping Services. 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.

Bobby Burns is a financial advisor with CPR Investments Inc. in Arlington, TX, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at CPR Financial Group LLC and CPR Investments Inc. since 2018, with prior experience at Hd Vest Advisory Services and Hd Vest Investment Services. Outside of advising, Burns serves as president of Transtax Associates and Inv Logistics Inc., providing tax and accounting services. CPR Investments Inc. offers discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm utilizes multi-manager portfolios combining in-house tactical models with third-party advisors, emphasizing defensive positioning and ongoing portfolio monitoring.

Todd Williams is a CFP® professional at WPWealth LLP with 14 years of industry experience. He has worked at several firms including Charles R. Green & Associates, Sagepoint Financial, and PNC. Outside of his advisory role, he is a member of the Fort Worth Stock Show Syndicate, a nonprofit that raises funds for scholarships for youth showing livestock. WPWealth LLP provides investment advisory and consulting services to a diverse client base, including individuals, trusts, and charitable organizations, using an asset class–based approach focused on global diversification and risk management. The firm offers both discretionary and non-discretionary portfolio management and utilizes third-party technology platforms for estate planning and IRA services.

Hayley Singleton is a financial advisor at Versant Capital Management, Inc. in Dallas, TX, holding a Series 65 credential. She joined Versant in 2025 after completing her education at Texas Christian University and prior work at Springfield Catholic High School. Versant Capital Management provides discretionary and non-discretionary investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm combines traditional wealth management with an automated ETF program, employing a diversified investment approach that includes mutual funds, ETFs, separate managers, interval funds, and private investment funds.

Grant Juno is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation and one year of industry experience. His background includes roles at Institutional Securities Corp, Baylor University, and Texas Farm Bureau Insurance Company. ISC Advisors, Inc. serves individuals, high-net-worth clients, corporate pension plans, charitable institutions, and other entities, managing approximately $1.6 billion in assets. The firm offers portfolio management, financial planning, and pension consulting, with investment decisions guided by an internal committee and implemented through various advisory programs and third-party managers.

Daniel Korth is a financial advisor with Truvestments Capital LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His career includes roles at Prosperity Financial Group, World Equity Group, and Questar Asset Management. Outside of advising, he is involved in offering cost reduction programs for businesses through Integrity Business Solutions and refers trust services for Summit Trust Company. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing discretionary and non-discretionary investment management along with financial planning. The firm focuses on customized, primarily long-term portfolios using low-cost mutual funds and ETFs, and also manages a private Bitcoin fund.

William Schwennsen is a financial advisor with Signal Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Signal Securities since 2005. Outside of his advisory role, he is involved in financial planning and insurance sales through Schwennsen Financial Services. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and a consultative process, offering model-based asset allocation programs and separately managed accounts primarily on a non-discretionary basis.

Ansley Dale is a financial advisor at Guidestone Advisors with one year of industry experience. Prior to joining Guidestone, Dale worked at Merrill for two years and has professional experience at Baylor University and Prestonwood Christian Academy. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, utilizing model portfolios that primarily include affiliated GuideStone Funds under a faith-based investing policy.

Jeffrey Broaddus is a financial advisor at ISC Advisors, Inc. in Dallas, TX, with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Personal and Workplace Advisors and MMA Securities LLC. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and 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, utilizing model portfolios that range from Conservative Income to Aggressive Growth, and incorporates mutual funds and ETFs in its investment approach.

Christian Messemer is a CFP® professional with 12 years of industry experience. He is currently with Discipline Wealth Solutions, Inc., a team-based firm where he has worked since 2026. His prior experience includes roles at Clark Asset Management, Q3 Advisors, and Morgan Stanley, among others. Messemer is also involved with Scholarship Shepherd, a nonprofit organization he has worked with since 2018. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing a range of investment advisory services, including discretionary and non-discretionary managed accounts, sub-advisory relationships, and retirement plan consulting. The firm tailors portfolios to client objectives and risk tolerances using various investment approaches, and it provides oversight of third-party managers and participant-level education for retirement clients.

Chandler Blake is a CFP® with eight years of industry experience, currently serving as an advisor at Guidestone Advisors in Dallas, TX. His prior roles include positions at GuideStone Financial Resources and Fidelity Investments. Guidestone Advisors, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm primarily uses model portfolios with affiliated GuideStone Funds and applies a faith-based investing policy, integrating institutional resources across its affiliates.

Norman Farr is a CFP® with 25 years of industry experience and has been with Diesslin & Associates, Inc. since 1992. He is based in Fort Worth, TX, and is part of the Diesslin Group, Inc. team. Diesslin Group, Inc. provides comprehensive, fee-only financial planning and asset management services to individuals, businesses, and organizations, managing approximately $621 million in assets. The firm emphasizes strategic asset allocation, global diversification, and tax-sensitive implementation, and is notable for its role as a private fund sponsor and manager of several closed-end investment funds.

Charles Norton is a CFA® charterholder with 23 years of industry experience. He has been with Penn Davis McFarland Inc. since 2015, working as part of a seven-advisor team based in Dallas, TX. Penn Davis McFarland is an independent, fee-only investment adviser managing separately managed accounts for individuals, trusts, charitable organizations, and retirement plans, primarily on a discretionary basis. The firm employs a fundamental, long-term investment approach with relatively concentrated portfolios and serves mostly high-net-worth clients.

Charles Burford is a financial advisor at Burford Brothers, Inc. in Dallas, TX, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hilltop Securities Independent Network Inc. He is also an independent insurance agent involved in insurance sales. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, retirement plan sponsors, and charitable organizations, offering asset management, financial consulting, retirement plan advisory, and family office services. The firm’s investment approach combines fundamental and technical analysis with modern portfolio theory and employs a range of investment vehicles and third-party money managers.

Geoffrey Erwin is a CFP® with 28 years of industry experience, currently serving as a financial advisor at BakerAvenue Asset Management. He was previously with Fidelity Personal and Workplace Advisors, Strategic Advisers, and Fidelity Brokerage Services. BakerAvenue is an SEC-registered multi-team wealth manager that serves individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and comprehensive planning services, employing a range of quantitative and fundamental strategies alongside alternative investments and tax and estate planning support.