Callan Hirschey is a financial advisor with First Dallas Securities Incorporated in Dallas, TX. He holds a Series 66 designation and has two years of industry experience, including roles at Hodges Capital Management and Equitable Advisors, LLC. First Dallas Securities serves individual and high-net-worth clients as well as institutional clients, providing discretionary portfolio management with an emphasis on domestic equity securities and a combination of fundamental and technical analysis. The firm manages approximately $335.7 million in discretionary assets across a range of client types, including trusts, estates, and banking institutions.

Miguel Rundstrom Holguin is a financial advisor at QuadCap Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has worked previously at Exencial Wealth Advisors and Kohl's. QuadCap Wealth Management provides investment management and financial planning primarily to individual and high-net-worth clients, trusts, estates, and charitable organizations. The firm offers services including family office coordination, trustee services, in-house tax preparation, and employs a third-party AI-enabled platform to assist with estate planning and service delivery.

Monica Sipes is a CFP®-certified financial advisor with 15 years of industry experience. She currently works at QuadCap Wealth Management, LLC, joining the firm in 2024 after nine years at Exencial Wealth Advisors. 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 services with AI-enabled platforms for estate planning and integrates tax preparation into its service offerings.

Richard Adkisson is a financial advisor with Crescent Advisor Group, Inc. in Plano, TX, holding a Series 65 designation and bringing 19 years of industry experience. He has been with Crescent Advisor Group since 2006 and is also a member of Greenbrier Associates LLC, where he provides real estate consulting related to non-publicly owned real estate. Crescent Advisor Group, Inc. serves a diverse client base including individuals, families, high-net-worth clients, and institutional investors, offering financial planning, portfolio management, and pension consulting. The firm employs a combination of technical and fundamental analysis across various investment strategies and integrates affiliated business lines such as brokerage and insurance services.

Porter Ozanne III is a financial advisor with Probity Advisors, Inc. in Dallas, TX, holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 26 years of industry experience and has held leadership roles at Probity Advisors since 2002. Outside of investment advisory, he is vice president and owner of FA Holdings, Inc., a technology services company that supports Probity Advisors. Probity Advisors provides discretionary portfolio management, financial planning, annuity allocation, consulting, and retirement plan advisory to individuals, pension plans, charitable organizations, and corporations. The firm employs a combination of active stock selection, fixed-income management, ETF-based tactical allocation, and quantitative rebalancing tailored to clients’ objectives and risk tolerances.

Stephen Tally is a financial advisor at Leo Wealth Americas, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Butler Freeman Tally Financial Group, LLC since 1998 and Leogroup Wealth Solutions, LLC since 2021. He is also registered as an agent for D. Larsen Management in a non-compensated capacity. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to individuals, trusts, retirement plans, foundations, and institutional clients, including sovereign wealth funds and government entities. The firm employs a combination of systematic and discretionary investment strategies and emphasizes diversification, tax efficiency, and low-cost ETF implementation.

Cynthia Ng is a CFA® charterholder with one year of experience at Leo Wealth Americas, LLC. She previously worked at Three Capital Partners for one year and spent eight years at Goldman Sachs Asia L.L.C. 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.

Justin Jones is a financial advisor with Fidelis Capital who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior roles include positions at Level Four Advisory Services, AE Wealth Management, Valiant Wealth Management, Advantage Commercial Lending, JL Cochran & Co, and Transamerica Financial Advisors. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and non-profit organizations, and other business entities. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide portfolio management and also serves as a sub-adviser to a private fund exempt under the Investment Company Act of 1940.

Joshua Dunham is a financial advisor at TFR Capital with 22 years of industry experience. He holds the Series 66 designation and has previously worked at SCF Securities, Inc. and SCF Investment Advisors, Inc. In addition to his advisory role, he is president and owner of JD FINCO Inc., a consulting and programming business. TFR Capital is a registered investment adviser serving individuals, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers personalized financial planning, discretionary investment management, and retirement-plan advisory services, employing a mix of fundamental, quantitative, and technical analysis to implement primarily long-term strategies tailored to client needs.

Jeffrey Weathers is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Guidestone Advisors in Dallas, TX. He has been with GuideStone Financial Services since 2014. 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 manages approximately $1.59 billion in discretionary assets and employs model portfolios and discretionary management with a faith-based investing policy.

Robin Austin is a financial advisor at Mills Wealth Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at U.S. Capital Wealth Advisors, LLC, USCA Securities LLC, and Usca Ria LLC. In addition to his advisory role, he has been an insurance agent since 1997. Mills Wealth Advisors serves individuals and high-net-worth clients, focusing on executives, business owners, and their families. The firm provides comprehensive wealth management services, including financial and business planning, retirement-plan advisory, and portfolio management, employing a fiduciary, goal-driven process with evidence-based CORE+ model portfolios and tax-aware implementation strategies.

Mark Henderson is a financial advisor at ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Institutional Securities Corporation in 2024, he worked at the University of Oklahoma and Lovejoy High School. ISC Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, and other U.S. and international organizations. The firm manages approximately $1.6 billion in assets and offers both discretionary and non-discretionary portfolio management, financial planning, and pension consulting, with investment decisions overseen by an internal committee and implemented through various advisory options.

Morris Williams is a financial advisor with RTW Financial Advisors Inc in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with RTW Financial Advisors since 1991 and is also affiliated with Momentum Independent Network Inc since 1998. Outside of his advisory work, Williams serves on the executive committee and board of directors of Dallas Summer Musicals, a nonprofit musical theatre organization. RTW Financial Advisors provides investment management, financial planning, retirement plan advisory, and performance measurement services to individuals, high net worth clients, estates, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a fundamental analysis-driven, long-term portfolio construction approach tailored to client objectives, tax situations, liquidity needs, and risk tolerances, managing approximately $581 million for around 178 clients.

Daniel Amador is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with GDS Wealth Management and has prior experience at Schwab Private Client Advisory, Charles Schwab & Co., Inc., and other firms. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management services. The firm manages approximately $1.28 billion in assets through a multi-advisor team of 15, utilizing model portfolios informed by Raymond James research across a range of equity and fixed income allocations.

Ji Seon is a financial advisor at GDS Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining GDS, Ji worked at Republic Services, The Boston Consulting Group, and Ford Motor Company. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management services. The firm manages approximately $1.28 billion in assets across a multi-advisor team of 15, utilizing model portfolios informed by Raymond James research that include a range of equity and fixed income allocations.

Chase Mcmellian is a financial advisor at CFO4Life in Coppell, TX, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at PwC and Reagor Dykes, and he has been affiliated with Ausdal Financial Partners since 2018. Outside of advising, he is also involved in insurance sales on a limited basis. CFO4Life provides comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm employs diversified asset allocation models using mutual funds, ETFs, direct indexing, and third-party managers, with ongoing portfolio monitoring and analysis tailored to client objectives.

Joshua Davis is a financial advisor at Moss, Luse & Womble, LLC, holding a Series 65 designation with two years of industry experience. Prior to joining the firm, he worked at East Texas Baptist University and Tapestry of Grace Prep School. Moss, Luse & Womble serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages discretionary portfolios using a tactical allocation approach focused on exchange-traded funds and mutual funds, supported by fundamental analysis and proprietary risk-profile investment models.

Jason Morton is a financial advisor at Vaquero Private Wealth, Ltd. in Dallas, TX, holding the CFP®, CFA®, and Series 63 designations with 12 years of industry experience. His prior roles include positions at Northern Trust and Shamrock Asset Management LLC. Vaquero Private Wealth is an independent advisory firm serving individuals, corporations, trusts, estates, donor-advised funds, retirement plans, and insurance company clients. The firm provides discretionary investment management and personalized financial planning, constructing customized, tax-aware portfolios that combine public and private investments across multiple asset classes.

Harry Martin is a financial advisor at GoalVest Advisory LLC in Dallas, TX, with 19 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining GoalVest Advisory in 2022, Martin worked at Rim Securities LLC and Rochdale Investment Management from 2008 to 2017. GoalVest Advisory primarily serves high-net-worth individuals, charitable organizations, and pooled investment vehicles, offering discretionary portfolio management, financial planning, and subadvisory services. The firm employs a combination of fundamental equity research, quantitative analysis, modern portfolio theory, and technical analysis to develop tailored investment strategies and typically manages accounts on a discretionary basis.

James Bassett is a financial advisor with Peak American Investment Advisors, Inc. in Plano, TX, holding a Series 65 designation and 11 years of industry experience. He has been with Peak American Investment Advisors since 2015 and is also involved with Peak American Financial Group, Inc. and Alpha Total Solutions, LLC, a software design and real estate company. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning. The firm combines technical and fundamental analysis in portfolio construction and integrates tax strategy and insurance coordination in retirement and income planning.