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.

Rory Robertson is a financial advisor with Navigo Wealth Management, LLC, holding a Series 66 credential and bringing 23 years of industry experience. He has been with Navigo Wealth since 2011. Outside of his advisory role, Robertson serves on the Katy, Texas City Council and works as a temporary substitute teacher for the Katy Independent School District. He also participates in soliciting qualified investors for private offerings through Rex Gold Partners. Navigo Wealth Management advises individual and high-net-worth clients as well as business entities, providing discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a range of investment strategies including derivatives and leverage, and supports clients through both traditional and web-based platforms with ongoing portfolio rebalancing.

Joshua Biggs is a CFP® with 16 years of industry experience and has been with Guidestone Financial Resources since 2008. He is based in Dallas, TX, and holds a Series 63 license. GuideStone Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm utilizes model portfolios primarily composed of affiliated GuideStone Funds within a faith-based investing framework and offers a range of advisory programs including discretionary management and ERISA-limited personal advisory services.

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.

Clive Blowers is a CFP® professional with 33 years of industry experience, currently serving at ISC Advisors, Inc. in Dallas, TX. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He is also the owner of Weybridge Wealth Management LLC, a separate investment-related business. ISC Advisors, Inc. provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, corporate plans, and institutions. The firm manages assets through discretionary and non-discretionary strategies, including the Pathways managed-account program and third-party managers, and offers fiduciary and plan-design services for employer-sponsored retirement plans.

Victoria Areingdale is a CFP® professional with 11 years of industry experience, currently serving as an advisor at CFO4Life. Her prior roles include positions at Ausdal Financial Partners, USAA investment and financial advisory firms, and Charles Schwab Co. She is also involved in assisting advisors with client-related planning activities through CFO4LIFE, LLC. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities by providing comprehensive financial planning, discretionary investment management, retirement plan advisory, and cash-management solutions. The firm emphasizes diversified asset-allocation models across a range of investment vehicles and typically manages accounts on a discretionary basis while offering participant education and corporate financial wellness programs.

Chris Massenburg is a financial advisor at OpenAir Financial, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OpenAir Advisory, LLC since 2019. Prior to joining OpenAir Financial, he was with Lake Point Wealth Management, LLC from 2015 to 2019. Outside of investment advising, he is also active as an insurance agent through OpenAir Advisory, dedicating a portion of his time to that role. 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’s investment programs are based on fundamental analysis and include a range of strategies, with regular portfolio reviews and trade aggregation where appropriate.

Jelmer Kattevilder is a CFA® charterholder with one year of industry experience, currently serving at Leo Wealth Americas, LLC. Prior to this, he worked for six years at Schroders Wealth Management in Hong Kong and three years at ABN AMRO Bank NV. Outside of his advisory role, he operates an online business focused on wine subscriptions and hosting wine tasting events. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to a diverse client base, including individuals, trusts, foundations, and uncommon institutional clients such as sovereign wealth funds and municipal governments. The firm employs a combination of systematic and discretionary strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementations.

Justin Anderson is a financial advisor with GDS Wealth Management in Flower Mound, TX. He holds a Series 65 designation and has been with GDS since 2026. Prior to joining the firm, he held positions in various industries including home maintenance and restoration, and worked in education at Brigham Young University - Idaho. GDS Wealth Management provides financial planning, consulting, and investment management services to individual clients, including high-net-worth households. The firm manages approximately $1.8 billion in assets through a team of 22 advisors and utilizes model portfolios developed with research from Raymond James, focusing primarily on asset allocation.

Daniel Gibson is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has worked at firms including Rock & Co LLC, Rockefeller Financial LLC, Bank of America, and Merrill prior to joining MSH Capital Advisors LLC and M.S. Howells & Co. in 2025. Outside of his advisory role, he owns and manages a short-term rental property in Mena, Arkansas. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm delivers personalized advice through independent advisors and utilizes third-party platforms and sub-advisers to implement specialized investment strategies.

Stephen Shipley is a financial advisor with Cottonwood Capital Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Commonwealth Financial Network before joining Cottonwood Capital in 2023. Shipley is a co-owner and managing partner of Cottonwood Ventures, LLC, which operates securities, advisory, and insurance businesses. Cottonwood Capital Advisors provides financial planning, retirement-plan consulting, and discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm offers a broad range of investment products and sponsors special purpose vehicles to facilitate client investments in pooled vehicles, blending advisor-led portfolio construction with model portfolios and asset-allocation strategies.

Ryan Shea is a CFP® certificant with 10 years of industry experience currently with Apeiron in Dallas, TX. His prior experience includes roles at Charles Schwab, Merrill, Bank of America, and Fidelity Investments. 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, using a range of analytical methods and investment vehicles while acting as a fiduciary for retirement accounts.

Matthew Rabinowitz is a financial advisor at Capital Markets IQ, LLC with one year of industry experience. He holds a Series 65 designation and has a background spanning 20 years as a self-employed professional. Outside of his advisory role, he is the owner and managing director of several oil and gas companies and management services firms. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including high-net-worth individuals, small businesses, and pension plans. The firm offers a range of portfolio management and financial planning services, employing a multi-branch operating model with centralized supervision and collaboration with external professionals.

Randal Ferguson is a financial advisor with First Western Securities, Inc. in Hurst, TX, holding Series 63 and Series 66 licenses and bringing 47 years of industry experience. He has worked at First Western Securities since 1987 and was previously with Smith Barney Harris Upham starting in 1983. Additionally, he has long-standing affiliations with Collegiate Products and the University of Tulsa dating back to 1975. First Western Securities, Inc. provides fee-based investment advisory services primarily to individual clients, including high net worth individuals, managing approximately $48.6 million in assets across about 32 accounts. The firm employs a tactical asset allocation approach, customizing portfolios to client objectives and risk tolerances using a broad range of investment instruments.

Charles Mc Kenzie is a CFP® with eight years of industry experience, currently serving at Leo Wealth Americas, LLC. His background includes roles at Leogroup Wealth Solutions, BFT Financial Group, and Bufford Advisors, as well as a position at Texas Tech University. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to individuals, trusts, retirement plans, foundations, and institutional clients. The firm uses a mix of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation, and serves a diverse client base including sovereign wealth funds and municipal governments.

Sterling Gray is a Certified Financial Planner™ and holds a Series 65 license with five years of industry experience. He currently works at Keener Financial Planning and previously held roles at HFG Wealth Management, LLC, Kahler Financial Group, and Texas Tech University. Keener Financial Planning serves individuals, trusts, small businesses, organizations, and pension plans, providing modular financial planning and portfolio management through hourly or flat fees and ongoing retainers. The firm employs a long-term, primarily passive investment approach focusing on low-cost index funds, with selected active funds and an emphasis on small-cap and value exposures.

Gerald Baker is a Chartered Financial Consultant (ChFC®) with 56 years of industry experience. He is president and a stockholder of Gerald Baker Financial Group, L.L.C., dba Baker Financial Services, and has been associated with GRB Financial, LLC since 2003. In addition to his advisory role, he serves as trustee and advisor to numerous client trusts and holds the Chartered Life Underwriter designation. Gerald Baker Financial Group is a five-advisor team that provides portfolio management, financial planning, and advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $833 million in assets, employing a long-term, asset-allocation approach that combines active managers, indexes, ETFs, individual securities, and fixed-income instruments.