Chasity Chavez is a CFP® professional with three years of experience at Howard Financial Services, Ltd. She joined the firm in 2023 and previously worked at Money Concepts and Tru by Hilton. Howard Financial Services provides personalized investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm uses a strategic asset allocation approach combined with fundamental, technical, and quantitative analysis to construct and monitor client portfolios.

Alex Goldstein is a financial advisor with Atlas in Frisco, TX, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Bank of America, Merrill, UBS Financial Services, and Morgan Stanley. He is the founder of Spreadwise LLC, a financial services entity affiliated with Atlas, and serves as Vice President of Investor Relations at Percent Technologies, an investment platform technology company. Atlas provides wealth management and financial planning services to individuals, families, trusts, estates, businesses, and pooled investment vehicles. The firm employs a primarily long-term, index-based investment approach supplemented by internal equity and bond strategies, and sponsors private investment vehicles including a private credit fund.

Benjamin Campbell is a financial advisor at Lemnis Capital with three years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors, Innovation Partners LLC, and Brodnax21c Printers. Lemnis Capital is an SEC-registered firm managing approximately $97.9 million for around 352 clients and offers portfolio management, financial planning, retirement plan consulting, and direct indexing solutions. The firm uses both model portfolios and customized asset-allocation strategies, incorporating third-party platforms and emphasizes client education through workshops and subscription services.

Gregory Mangelsdorf is a CFP® professional with nine years of industry experience. He has worked at Howard Financial Services, Ltd. since 2019 and previously held roles at Atlas Wealth Advisors LLC and WFG Advisors, LP. He is based in Dallas, TX. Howard Financial Services, Ltd. is a fee-only wealth management firm serving high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm 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.

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.

Tommy Willams is a financial advisor at AssetBuilder, Inc. in Plano, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Southern Methodist University and Dew Wealth Management. AssetBuilder serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with investment management and financial planning. The firm employs a buy-and-hold, asset-allocation strategy based on Modern Portfolio Theory, focusing on diversified portfolios primarily using Dimensional Fund Advisors products.

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.

Candy Hawkins is a financial advisor with Astra Wealth Management Group in Plano, TX, holding a Series 66 designation and 29 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors and its affiliated entities spanning from 2009 to 2023. Outside of her advisory work, she serves as director and owner of Page’s House, a nonprofit focused on educating teen mothers in basic living skills. Astra Wealth Management is an SEC-registered advisory firm managing approximately $1.3 billion for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using a blend of fundamental, technical, cyclical, and charting analysis, offering a range of services including comprehensive wealth management and a subscription-based advisor-on-call program.

Kevin Gray is a financial advisor with Ascentis Wealth Management, LLC in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. His prior firms include Ayco Co., A Goldman Sachs Company, and Purshe Kaplan Sterling Investments. He is also the owner of Ascentis Holdings, a holding company related to his advisory firm. 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 offers financial planning, investment consulting, and discretionary and non-discretionary investment management, employing strategic and tactical asset allocation across multiple asset classes.

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.

Mikayla Born is a financial advisor at Lemnis Capital with seven years of industry experience. She holds a Series 66 designation and has previously worked at Innovation Partners LLC, Equitable Advisors, AXA Advisors, and Northwestern Mutual. Lemnis Capital is an SEC-registered advisory firm managing approximately $97.9 million for about 352 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and direct indexing solutions for individuals, retirement plans, trusts, and other entities, utilizing model portfolios, customized asset allocations, and various third-party platforms and sub-advisors.

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.

Garrett Williams is a financial advisor at Corus Family Wealth Advisors, Inc. based in McKinney, TX. He holds a Series 65 credential and has four years of industry experience. His prior work includes roles at Schubert & Company, Financial Innovations LLC, and Beacon Pointe Advisors. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation approach using diversified portfolios mainly composed of ETFs and institutional mutual funds, supplemented by a broad range of asset classes and third-party research.

Cody Mason is a CFP® with 19 years of industry experience. He is currently with Worth Asset Management and has previously worked at Fidelity Investments in various roles from 2006 to 2025. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans, offering tailored portfolios through a combination of security analysis methods and utilization of outside managers and sub-advisors. The firm also delivers financial planning, cash management, distribution planning, and insurance-related advice.

Spiro Nanakos is a financial advisor at Golden Eagle Capital Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. since 2022. Nanakos also serves as Director of Consulting Services at JHME Real Estate Advisors, where he oversees construction monitoring and technical due diligence for real estate projects. Golden Eagle Capital Advisors is an SEC-registered investment adviser that provides portfolio management, retirement plan consulting, and fiduciary services to individuals, trusts, estates, and business entities. The firm employs fundamental and technical analysis, manager due diligence, and periodic rebalancing in its asset management programs, serving both U.S. and non-U.S. clients.

Stephen Engels is a financial advisor with CMG Wealth Management in Plano, TX, holding the CFP® designation and Series 63 and 65 licenses. He has 32 years of industry experience, including roles at Purshe Kaplan Sterling Investments, Wells Fargo Clearing Services, and Wells Fargo Advisors. Engels serves as a trustee for a family insurance trust and owns SME Global Holdings LLC and CMG Global Holdings LLC, both investment-related entities. CMG Wealth Management provides asset management and advisory services to individuals, high-net-worth clients, non-profits, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory to manage diversified portfolios across multiple asset classes.

Helen Conley is a financial advisor with Parkway Wealth Management Group, LLC, holding a Series 66 designation and five years of industry experience. She has previously worked with Raymond James Financial Services and Westwood Wealth Management. Outside of her advisory role, she is involved in a family business, Solely Foster, on a part-time basis. Parkway Wealth Management Group is a federally registered investment adviser managing approximately $1.22 billion in discretionary assets for individuals, families, business owners, and institutional clients. The firm offers portfolio management, financial planning, consulting, and 401(k) services, employing a goal-based approach with access to in-house and third-party model portfolios across various asset classes.

Westley Schubert is a financial advisor at Corus Family Wealth Advisors, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Corus, he worked at The Boeing Company for three years. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation approach using diversified portfolios mainly composed of ETFs and institutional mutual funds, supplemented by a broad range of asset classes and third-party research.

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.