Archie Ponce is a CFP® with 9 years of industry experience and has been with Optima Asset Management Inc. since 2007. He holds Series 63 and Series 65 licenses and is based in Dallas, TX. Optima Asset Management provides fee-only investment advisory, master investment advisory, and consultancy services to individuals, high-net-worth investors, and institutional clients. The firm employs a top-down, asset-class approach using quantitative screening and proprietary models to construct portfolios focused on low turnover and tax efficiency, managing approximately $607 million on a non-discretionary basis.

James Plumlee is a financial advisor with CS Planning Corp in Dallas, Texas, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with CS Planning Corp since 2021 and also serves as Managing Partner of MPAC Consulting Group LLC, an insurance and consulting firm where he is a licensed insurance agent appointed with multiple carriers. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory and financial planning services to individuals, businesses, retirement plans, and various organizations. The firm uses a multi-advisor model to create broadly diversified portfolios tailored to clients’ risk tolerance and goals, often managing accounts on a discretionary basis.

Steven Lugar is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Beaird Harris Wealth Management, LLC since 2000. He holds Series 63 and Series 65 licenses and 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 applies Modern Portfolio Theory with diversified asset-class exposure mainly through low-cost mutual funds and ETFs, and offers discretionary portfolio management along with financial planning and retirement-plan consulting.

Scott Hayes is a financial advisor at ISC Advisors, Inc. in Dallas, TX, with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Institutional Securities Corp since 2016 and at ISC Investment Management LLC since 2013. Hayes serves as Director and Treasurer for the St John Land Conservancy, a nonprofit organization, contributing time to awareness and fundraising efforts. ISC Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, corporate pension plans, and charitable institutions. The firm manages approximately $1.6 billion in assets, offering both discretionary and non-discretionary portfolio management, financial planning, and pension consulting, with investment decisions guided by an internal Investment Committee.

Gabriel Neuenschwander is a financial advisor with Murphy & Sylvest in Dallas, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Sylvest Advisors, LLC, he worked at J.P. Morgan Securities and Equitable Advisors. He has a background that includes roles outside finance, such as at the Cincinnati Athletic Club and the University of Cincinnati. Murphy & Sylvest provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined, long-term investment approach that combines strategic asset allocation with fundamental and quantitative analysis.

Samuel Ellis is a CFP® professional with eight years at Requisite Capital Management LLC and a total of five years in the financial advisory industry. Prior to joining Requisite, he had brief roles at Publicis Hawkeye and UBS Financial Services. He is based in Dallas, TX. Requisite Capital Management LLC provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs a combination of fundamental and technical analysis with a generally long-term focus, offering a varied investment menu that includes ETFs, equities, fixed income, options, private equity, and credit funds, among other strategies.

Elizabeth Sullivan is a CFP® professional with five years of industry experience, currently serving as an advisor at Murphy & Sylvest in Dallas, TX. She spent one year at Ameriprise before joining Sylvest Advisors LLC, dba Murphy & Sylvest, where she has worked for four years. Outside of her advisory role, Sullivan is the President of the nonprofit board For the Love of the Lake and is involved with the Plano Chamber of Commerce Women's Division. Murphy & Sylvest provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined, long-term investment approach that incorporates strategic asset allocation, fundamental and quantitative analysis, and uses discretionary authority to implement client-specific Investment Policy Statements.

Glen Smith is a CFP® with 21 years of industry experience, currently serving at GDS Wealth Management. His prior experience includes roles at Raymond James Financial Services and Bank of America. He is also the proprietor of GGTLS and has passive investments in a cleaning product company. 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, utilizing model portfolios informed by Raymond James research across a range of equity and fixed income allocations.

Adam Bronson is a CFP®, CFA®, and holds a Series 66 license, with 21 years of industry experience. He has been with Probity Advisors, Inc. in Dallas, TX since 2003. Probity Advisors, Inc. provides discretionary investment supervisory services, financial planning, and retirement-plan advisory to individuals, pension plans, charitable organizations, and businesses. The firm employs both active management and quantitative strategies across multiple asset classes and offers fiduciary consulting and participant education as part of its service model.

Judd Garrett is a financial advisor at Nova Wealth Management, Inc. in Dallas, TX, holding a Series 65 designation with four years of industry experience. Prior to joining Nova Wealth Management, he was employed by the Dallas Cowboys Football Club for 12 years. Garrett also has a current role at St. Matthews School. Nova Wealth Management offers personalized financial planning and discretionary investment management primarily for individuals, high-net-worth clients, and small businesses. The firm integrates fundamental and technical analysis in its investment approach and provides services including retirement plan consulting and management of held-away accounts.

Lori Eads is a financial advisor at Bland Garvey Wealth Advisors, LLC with 19 years of industry experience. She holds a Series 65 designation and has been a CPA and shareholder at the accounting firm Bland, Garvey, Eads, Medlock & Deppe, P.C. since 1994, where she spends the substantial majority of her business time. She has also been associated with Bgemd Capital Advisors, LLC since 2005. Bland Garvey Wealth Advisors, LLC provides investment management, retirement-plan advisory, and financial consulting services to individuals, charitable organizations, corporations, retirement plans, trusts, and small businesses. The firm’s approach is based on Modern Portfolio Theory and emphasizes long-term, buy-and-hold asset allocation using primarily passively managed mutual funds and model portfolios.

Michael Mansur is a CFP® and holds a Series 66 license with 24 years of industry experience. He is currently with Ascentis Wealth Management, LLC in Dallas, TX, and has held positions at firms including Castleview Advanced Planning, Stifel, Stanford Group Company, and Morgan Stanley. Mansur is also president of ORG Partners and has involvement as an insurance agent. Ascentis Wealth Management advises individuals, including high-net-worth clients, as well as institutional and corporate clients on financial planning, investment consulting, and management. The firm uses a goal-oriented approach that incorporates strategic and tactical asset allocation across various investment vehicles and manages assets both discretionarily and non-discretionarily.

Leslie King is a financial advisor at CFO4Life with four years of industry experience. She holds the Series 66 designation and has worked at Ausdal Financial Partners Inc since 2021 while also being affiliated with CFO4Life since 2013. CFO4Life provides comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm constructs diversified asset allocation models across various investment types and uses institutional research and technology to tailor portfolios to client objectives, risk tolerance, and time horizons.

Christopher Sorrow is a CFA® charterholder and Series 66 licensee with 23 years of experience in the financial industry. He has worked at Probity Advisors, Inc. since 2002 and also holds roles with Wealth Services Alliance and FA Holdings, Inc., a technology services company that provides data analytics and integration services to Probity Advisors. Probity Advisors, Inc. offers discretionary portfolio management, financial planning, annuity allocation, consulting, and retirement plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm employs an investment approach that combines active stock and fixed-income management with ETF-based tactical allocation, using fundamental, technical, quantitative, and cyclical analysis tailored to client objectives and risk tolerances.

Cheree Burnette is a financial advisor at Collective Wealth Advisors LLC with 28 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Collective Wealth Advisors in 2024, she operated Burnette Financial Planning, LLC for seven years and has worked at several firms including Clark & Burnette Wealth Management, Securian Financial Services, New England Securities, and Sunamerica Securities. Collective Wealth Advisors LLC provides fee-based investment management and financial planning services to individuals, charitable organizations, businesses, and qualified retirement plans. The firm combines third-party account administration with model implementation and access to multiple sub-advisors, offering a blend of institutional support and educational seminars aimed at clients and the community.

Julian Johnson is a financial advisor with Castleview Partners, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked with Northwestern Mutual Wealth Management Company and its related entities since 2009. Castleview provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, offering tailored strategies through discretionary portfolio management and access to third-party money managers. The firm also operates a proprietary platform, aiAlpha, which supports model-based trading and rebalancing for both its own accounts and those managed by other advisers.

Toby Harris is a financial advisor at EQ Wealth Advisors in Dallas, TX, holding a Series 66 designation with 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Commonwealth Financial Network. EQ Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, foundations, and employer-sponsored plans. The firm employs an active, tactical investment approach combining ETFs, mutual funds, individual equities, fixed income, and alternative investments, along with tax-aware trading and regular rebalancing.

Stewart Fields is a CFP®-certified financial advisor at OpenAir Financial, LLC with 13 years of industry experience. He has worked at OpenAir Financial since 2019 and previously held roles at Lake Point Wealth Management, Advisor Resource Council, United Capital Financial Advisors, and LPL Financial. In addition to his advisory work, he is involved in an affiliated insurance business, OpenAir Advisory, LLC. 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 discretionary and founded on fundamental analysis, offering a range of strategies tailored to client goals and risk tolerance.

Paul Heemann is a financial advisor at WSA Affiliates, LLC in Dallas, TX, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has been with WSA Affiliates since 2011. Outside of advisory work, he conducts limited administrative services for Robbins, Cobb, Jenkins and Assoc. PLLC. WSA Affiliates provides advisory referral and financial planning services to individual and high-net-worth clients, focusing on assessing client needs and coordinating referrals to other advisors. The firm operates with a small team and does not manage client assets directly.

Michael Simms is a Series 65-licensed advisor with Capital Markets IQ, LLC, where he has worked since 2016, accumulating 16 years of industry experience. He is also the owner and president of Veracity Financial Services, a role he has held since 2012. In addition to advising, Simms is involved with Veracity Advisers LLC, which provides fixed insurance sales and business valuations. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including high-net-worth individuals and pension plans. The firm employs a multi-branch model with centralized supervision and collaborates with external professionals, offering portfolio management across various asset classes and specialized services such as proprietary model strategies and sub-advisory support.