Kathryn Hunteman is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding the ChFC® designation and Series 63 and 65 licenses. She has 31 years of industry experience, including roles at Institutional Securities Corp and State Farm. Hunteman also provides financial services training through Focus Tracks, offering education on life and health insurance, bank products, and mutual funds. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients with financial planning, portfolio management, pension consulting, and participant education. The firm offers a proprietary managed-account program and collaborates with sub-advisors while overseeing model portfolios ranging from Conservative Income to Aggressive Growth.

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.

Frank Wilson is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation and 10 years of industry experience. He has worked at Institutional Securities Corp and ISC Advisors since 2017 and held prior roles at Bank of America and Merrill. Outside of his advisory work, Wilson is involved in several business ventures including co-owning a jewelry design business and serving as membership chair for a regional business networking group. ISC Advisors, Inc. serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, and various institutions, managing over $1.6 billion in assets through a team of 27 advisors. The firm offers comprehensive portfolio management and financial planning services, employing an investment approach that includes discretionary and non-discretionary management, diverse model portfolios, and third-party sub-advisors.

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.

Bonnie Chadwick is a financial advisor at Paratus Financial, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 30 years of industry experience. She has been with Paratus Financial since 2004. Paratus Financial provides comprehensive, custom financial planning and portfolio management primarily for high-net-worth individuals, families, trusts, estates, retirement plans, endowments, corporations, and charitable organizations. The firm employs a long-term, fundamental investment approach focused on buy-and-hold strategies, combining fiduciary investment advice with in-house tax expertise.

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.

Jaime Palmer Jr. is a financial advisor at View Capital RIA, LP with 27 years of industry experience. He has been with View Capital since 2006 and previously worked at Vca Securities, LP. Outside of his advisory role, he is involved with Blue Jay Wireless, LLC as a consultant and shareholder, and serves as a manager and board member for Alive Fitness and Wellness Group. View Capital RIA provides investment advisory and consulting services to individual, high-net-worth, and institutional clients. The firm emphasizes manager selection and oversight, offers both discretionary and non-discretionary accounts, and frequently forms pooled investment vehicles to access private equity and other alternative opportunities.

Deborah Good is a CFP® professional with 11 years of industry experience. She has been with Clare Market Investments, LLC since 2014. Clare Market Investments provides discretionary investment management, financial planning, and selection and oversight of unaffiliated sub-advisors for individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a primarily long-term investment approach based on fundamental analysis, supplemented by technical and cyclical inputs, and manages approximately $556 million in discretionary assets.

Sharon Berry is a financial advisor at ISC Advisors, Inc. in Dallas, TX, holding the ChFC® designation and Series 63 license with 33 years of industry experience. Her prior roles include positions at Frost Investment Services and Frost Brokerage Services Inc. She has been with ISC Advisors and Institutional Securities Corp since 2021. ISC Advisors, Inc. serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services, managing approximately $1.54 billion in assets with a variety of model portfolios and a proprietary managed-account program.

Charmagne Darabadey is a Series 66-licensed advisor with First Dallas Securities Incorporated in Dallas, TX, having seven years of industry experience. Prior to joining First Dallas Securities in 2018, she worked at Envestnet Inc. from 2014 to 2018. Darabadey is involved with Tinderwealth, a startup focused on creating an app that connects advisors with clients and facilitates opening accounts to invest in advisor-managed portfolios. First Dallas Securities serves individual and institutional clients, including high-net-worth individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs discretionary portfolio management primarily focused on equity securities, combining fundamental and technical analysis to tailor concentrated equity portfolios aligned with client objectives.

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.

Douglas White is a CFP® with 25 years of industry experience, currently serving as an advisor at Guidestone Advisors since 2009. He has been affiliated with Guidestone Financial Resources since 2001. 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 manages approximately $1.59 billion in discretionary assets and typically implements client strategies through model portfolios and discretionary management, applying a faith-based investing policy.

Catherine Bailey is a financial advisor at Ascentis Asset Management, LLC in Dallas, TX, with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Golden State Equity Partners, ORG Partners, LLC, Castleview Partners, LLC, and TD Ameritrade, INC. Ascentis Asset Management provides sub-advisory portfolio modeling and model portfolio construction services to other investment advisers and Unified Managed Account program sponsors. The firm uses various analytical methods to build asset allocations and select investments, delivering model portfolios and implementation guidance without directly managing client assets.

Jacob King is a CFP® professional with 17 years of experience at Beaird Harris Wealth Management, where he has worked since 2004. He 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 a diversified investment approach based on Modern Portfolio Theory, primarily using low-cost mutual funds and ETFs, with recent expansions into alternative investments and tax-managed strategies.

Annette Hamil is a financial advisor with Trinity Portfolio Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with Trinity Portfolio Advisors since 2010. Outside of her advisory role, she is also licensed as an insurance agent, involved in the sales and service of life, fixed annuities, and health insurance. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for nearly 700 clients. The firm offers financial planning, consulting, and investment management services, utilizing a risk-focused, probability-based investment approach that combines fundamental and technical analyses along with proprietary model portfolios.

Alisha Reilly is a CFP® with 12 years of industry experience, currently serving at Ascentis Wealth Management, LLC. Her prior roles include positions at ORG Wealth Partners, Lane Gorman Trubitt, PLLC, and Lido Advisors, LLC. She is a licensed insurance agent and provides pro bono financial planning services in Tucson, AZ. Ascentis Wealth Management advises individuals, including high-net-worth clients, as well as institutional and corporate clients such as pension plans and charitable organizations. The firm offers financial planning, retirement plan consulting, and both discretionary and non-discretionary investment management, employing strategic and tactical asset allocation across various investment vehicles.