Paul Thibodeaux is a financial advisor at Bright Wealth Management, LLC in Lewisville, TX, holding Series 63 and Series 66 credentials with 26 years of industry experience. He has worked at Bright Wealth Management since 2018 and previously held roles at BBVA Wealth Solutions, BBVA Securities, and COMPASS Bank. Outside of his advisory work, he serves as Governance Chair on the board of Literacy Instruction for Texas (LIFT), a nonprofit that helps adults learn to read. Bright Wealth Management, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management through tailored asset-allocation models and continuous portfolio supervision, managing approximately $265 million for around 175 clients with a team of seven advisors.

Victoria Geiger is a financial advisor with GDS Wealth Management in Flower Mound, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at several firms including Raymond James Financial Services and Equitable Advisors. GDS Wealth Management serves primarily high-net-worth individual clients, managing approximately $1.8 billion in assets through a team of 22 advisors. The firm focuses on discretionary portfolio management and retirement-rollover guidance, implementing client portfolios using model allocations developed with research from Raymond James.

Kyle Phillip is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Guidestone Financial Resources since 2010. He holds Series 63 and Series 65 licenses and is based in Dallas, TX. GuideStone Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and high-net-worth clients. The firm manages approximately $1.59 billion in discretionary assets and implements client strategies primarily through model portfolios and discretionary management, applying a faith-based investing policy.

Kyle Elam is a CFA® charterholder with two years of experience at McElhenny Sheffield Capital Management and five years as a consultant for litigation and fraud examination. He has also worked at Aramanino LLP and operated his own consulting group. Based in Dallas, TX, Elam is part of a seven-advisor team at McElhenny Sheffield. McElhenny Sheffield Capital Management provides investment management and financial planning to individuals, high-net-worth clients, businesses, and institutional retirement plans using a rules-based, tactical ETF strategy driven by proprietary quantitative models. The firm is also involved in managing pooled investment vehicles, including an actively managed ETF, and serves as a sub-adviser to other advisers and platforms.

Charles Burford is a CFA® charterholder based in Dallas, TX, with 36 years of industry experience. He has worked at Burford Brothers, Inc. since 1984 and was previously with Hilltop Securities Independent Network, Inc. for 24 years. Burford Brothers, Inc. serves individual and high-net-worth clients, business owners, trusts, estates, and retirement plans, offering discretionary asset management, retirement plan consulting, third-party money manager recommendations, and financial consulting. The firm also provides multi-family office–style services through its Burford Caudle Family Capital division, employing a variety of investment strategies tailored to each client.

Carlos Garza is a financial advisor with ISC Advisors, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with ISC Advisors since 2016 and also works with Institutional Securities Corp, where he has been employed since 2000. Outside of his advisory roles, he is the managing member of Garza Financial Group, LLC. ISC Advisors, Inc. serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients, offering financial planning, portfolio management, pension consulting, and participant education. The firm manages approximately $1.54 billion in assets and utilizes model portfolios overseen by an Investment Committee, combining mutual funds and ETFs with sub-advisor partnerships.

Paden Demuth is a financial advisor at DHL Wealth Management LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Paycom and Peak American Investment Advisors, Inc. In addition to his advisory role, he is licensed to sell insurance with American Senior Benefits. DHL Wealth Management provides portfolio management and financial planning services primarily to individual and high-net-worth clients, emphasizing modern portfolio theory and long-term trading. The firm creates individualized Investment Policy Statements and offers estate-planning referrals, educational seminars, and uses custodial services at Schwab Institutional alongside third-party managers.

Miles Kellum is a CFP® with 12 years of industry experience and has been with Moss, Luse & Womble, LLC since 2013. He holds a Series 65 license and is based in Plano, TX. Moss, Luse & Womble, LLC provides fee-based portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm uses a tactical allocation approach focused on exchange-traded funds and mutual funds, offering proprietary risk-profile investment models and fundamental analysis for security selection.

Scott Hammel is a CFP® with 18 years of industry experience, currently serving as an advisor at Apeiron since 2017. He previously worked at WFG Investments Inc from 2010 to 2017. Hammel also acts as an independent insurance agent and may sell insurance products he recommends to clients, which accounts for about 10% of his time. Apeiron RIA manages approximately $730 million for a diverse client base, including individuals, trusts, retirement plans, and institutional clients. The firm employs a holistic investment process combining multiple analytical methods and offers discretionary portfolio management, financial planning, retirement plan consulting, and licensed insurance product recommendations.

Douglas Burnette Jr. is a CFP® professional with 18 years of industry experience. He is currently with Collective Wealth Advisors LLC and previously led Burnette Financial Planning, LLC. His background includes roles at Clark & Burnette Wealth Management, LLC and Securian Financial Services, Inc. Burnette Financial Planning, LLC remains active during the transition of clients to Collective Wealth Advisors. Collective Wealth Advisors LLC offers fee-based investment management and financial planning to individuals, charitable organizations, businesses, and qualified retirement plans under an ERISA 3(21) fiduciary model. The firm emphasizes client-driven portfolio construction and regular reviews, combining institutional support with client education through seminars and access to multiple sub-advisors and investment programs.

David Gamble is a CFP® professional with 21 years of experience in the financial industry. He has worked at SFMG Wealth Advisors since 2015 and previously spent 12 years at PPG Investments, LLC. SFMG Wealth Advisors is a team-based wealth management firm serving individuals, families, pension plans, trusts, and corporate clients. The firm provides integrated financial planning and discretionary portfolio management with a focus on personalized investment programs guided by an investment policy statement and a centralized Investment Committee.

Bruce Fraser Jr. is a financial advisor at McElhenny Sheffield Capital Management, LLC with 23 years of industry experience. He holds a Series 63 designation and has been with McElhenny Sheffield since 2000. Outside of his advisory role, Fraser serves as the managing partner of Elkhorn Capital Management, a commercial real estate investment firm. McElhenny Sheffield Capital Management provides investment management and financial planning services primarily to individuals, high-net-worth clients, businesses, and institutional retirement plans. The firm employs a rules-based, tactical ETF strategy using proprietary quantitative models with daily updates, focusing on trend-following and momentum disciplines alongside documented risk controls.

Kevin Karrh is a CFP® with 26 years of industry experience, currently serving at Indivisible Partners. His prior work includes roles at 1919 Investment Counsel, Stifel, Bank of America, and Merrill. Outside of his advisory work, he is involved in a family-owned farming business in West Texas. Indivisible Partners is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party investment managers, using a strategic asset allocation framework that supports a range of active, passive, and blended investment approaches tailored to client risk profiles.

Matthew Marsh is a financial advisor with Eagle Financial Advisors, LLC in Frisco, TX, holding Series 65 and Series 66 licenses and four years of industry experience. He has been with Eagle Financial Group since 2016 and joined Eagle Financial Advisors, LLC in 2025. Marsh is the sole owner of Dynamic Retirement Solutions, LLC, a venture offering fixed annuity and life insurance products. Eagle Financial Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, trusts, and business entities, managing roughly $113 million in assets primarily on a non-discretionary basis. The firm uses quantitative analysis, third-party research, and model portfolios to build client-specific investment policies and may recommend independent third-party managers and platform services.

Montana Vega is a financial advisor at GDS Wealth Management with a Series 65 credential and no prior industry experience. Their work history includes roles at several firms, including One Way Holdings, LLC and Farther Finance. GDS Wealth Management serves individual clients, including high-net-worth households, providing financial planning, consulting, and investment management services. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management and retirement-rollover guidance, utilizing model portfolios developed in partnership with Raymond James.

Colton Richards is a CFP® and Series 65 credentialed advisor at Apeiron with eight years of industry experience. He previously worked at SEI Investments Management Corp and Provident Bank. Apeiron provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, churches, and other institutional clients. The firm employs a holistic, discretionary approach to portfolio management, utilizing various analytical methods and a range of investment options while acting as a fiduciary for retirement accounts.

Mark Diamond is an Investment Advisor Representative with Beacon Financial Group based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior work history includes roles at Kestra Advisory and Kestra Investment Services, where he has been employed since 2000 and 2016 respectively. Outside of advisory services, he is the owner of BDE Properties, LLC, a real estate business managed passively. Beacon Financial Group provides wealth management, financial planning, and retirement and trust/estate consulting to individuals, high-net-worth clients, and various organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to customize portfolios aligned with client goals and risk tolerance, managing approximately $1.3 billion in discretionary assets.

Kevin Lindley is a financial advisor with Beaird Harris in Dallas, TX, holding a Series 65 license and bringing eight years of industry experience. Prior to joining Beaird Harris, he worked at Cain Watters & Associates from 2016 to 2018. In addition to his advisory role, Lindley serves as a staff accountant specializing in tax consulting at Beaird Harris & Co. PC. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered firm with 18 advisors managing approximately $2.27 billion across 800 client relationships. The firm serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, employing a Modern Portfolio Theory-based investment approach that emphasizes diversified, low-cost mutual funds and ETFs, with an expanding use of alternative investments.

Michael Branch is a financial advisor at Parkway Wealth Management Group, LLC with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Cabot Lodge Securities LLC and Raymond James Financial Services. In addition to his advisory role, he is separately licensed as an independent insurance agent through One Insurance Solutions. Parkway Wealth Management Group manages over $1.2 billion in discretionary assets, serving individuals, families, business owners, and institutional clients with a holistic investment approach that includes portfolio management and comprehensive financial planning.

John Garvey is a financial advisor with Bland Garvey Wealth Advisors, LLC in Richardson, TX, holding a Series 65 credential and bringing 19 years of industry experience. He is also a CPA and shareholder at Bland, Garvey, Eads, Medlock & Deppe, P.C., an accounting firm where he spends the substantial majority of his business time. Garvey has been involved with this accounting firm since 1991 and has worked at Bgemd Capital Advisors, LLC since 2005. Bland Garvey Wealth Advisors, LLC serves individuals, charitable organizations, corporations, qualified retirement plans, trusts, and small businesses by providing investment management, retirement-plan advisory, and financial consulting. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing long-term, buy-and-hold asset allocation primarily through passively managed mutual funds and model portfolios.