Charmagne Darabadey is a financial advisor with First Dallas Securities Incorporated, holding a Series 66 designation and seven years of industry experience. She worked at Envestnet Inc. from 2014 to 2018 before joining First Dallas Securities, where she has been since 2018. Outside of her advisory role, she is involved with Tinderwealth, a startup focused on developing an app that connects advisors with clients and facilitates account openings and portfolio investments. First Dallas Securities serves individual, high-net-worth, and institutional clients, including trusts, estates, retirement plans, and banking institutions, through discretionary portfolio management. The firm emphasizes domestic equity securities with a blend of fundamental and technical analysis and manages approximately $335.7 million in discretionary assets across 253 client relationships.

Michael Goodman is a financial advisor at Parkway Wealth Management Group, LLC with 51 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Parkway Wealth Management and Raymond James Financial Services since 2016. Additionally, he is separately licensed as an independent insurance agent. Parkway Wealth Management Group manages approximately $1.22 billion in discretionary assets for individuals, families, business owners, and institutional clients. The firm provides portfolio management, comprehensive financial planning, financial consulting, and 401(k) plan services, employing a holistic, goal-based approach with both in-house and third-party asset allocation models.

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.

Michael George is a Series 65-credentialed advisor at CMG Wealth Management with one year of industry experience. He previously worked at Blackland Group LLC for 16 years. Michael is based in Plano, TX, and is part of a six-advisor team. CMG Wealth Management serves individuals, non-profit organizations, corporations, and other business entities, offering asset management, retirement-plan consulting, and due diligence reports on private investments. The firm employs a blend of fundamental and technical analysis with modern portfolio theory to tailor investment strategies to client objectives and risk tolerances.

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.

David White is a financial advisor at SFMG Wealth Advisors with 23 years of industry experience. He holds the Series 63 designation and has been with SFMG Wealth Advisors since 2007. SFMG Wealth Advisors provides personalized wealth management services to individuals, high-net-worth families, pension, and trust clients. The firm integrates financial planning and investment management through a planning-first process supported by a centralized Investment Committee and utilizes advanced tools to model retirement scenarios and inform strategic allocation decisions.

David Evaul is a financial advisor at Crescent Advisor Group, Inc. based in Plano, TX, holding a Series 65 designation with 20 years of industry experience. He serves as general counsel to USSSA and is president of 300 Resources, Inc., both roles outside the investment industry. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to a diverse client base, including individuals, families, institutions, and non-profits. The firm employs a combination of technical and fundamental analysis and offers a range of investment strategies, supported by a network of affiliated business lines and professionals.

Juan Martinez Sr. is a financial advisor with Crescent Advisor Group, Inc. holding Series 63, 65, and 66 licenses and 27 years of industry experience. He has served as a professor at Dallas College since 2007. Martinez also holds an officer position with The 3525 Condominium, a nonprofit organization, where he oversees budgeting and financial obligations. Crescent Advisor Group provides financial planning and portfolio management services to a diverse client base, including individuals, families, institutions, and non-profits. The firm employs a combination of technical and fundamental analysis and offers a variety of investment strategies, supported by a network of affiliated business lines and professionals.

Catherine Bailey is a financial advisor at Ascentis Asset Management, LLC in Dallas, TX, with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Castleview Partners, LLC and ORG Partners, LLC. Ascentis Asset Management provides investment strategy and portfolio modeling services to other investment advisers, Unified Management Account (UMA) programs, and third-party platforms. The firm focuses on constructing model portfolios using a combination of charting, fundamental, quantitative, and technical analysis, primarily advising on mutual funds, real estate funds, equities, fixed income, ETFs, and non-U.S. securities.

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.

Tyler Floyd is a Certified Financial Planner® at SFMG Wealth Advisors with five years of industry experience. He has been with SFMG Wealth Advisors since 2017, including his current tenure beginning in 2019. Prior to his advisory career, he attended Texas Tech University. SFMG Wealth Advisors provides wealth management services to individuals, high-net-worth families, pension, and trust clients. The firm focuses on a planning-first approach that includes a written investment policy statement and centralized investment decision-making, offering a range of services such as estate planning, private equity access, and scenario modeling for retirement planning.

Thomas Kowalczyk is a financial advisor at SteadTrust with 16 years of industry experience. He holds the Series 66 designation and has previous experience at B.Riley Wealth Management and WFG Investments. SteadTrust is a team advisory firm managing approximately $438.9 million with nine advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, and pension/401(k) consulting, employing a variety of investment strategies and managing accounts primarily on a discretionary basis.

Alisha Reilly is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. She currently works with ORG Wealth Partners and ORG Partners LLC and has previously held roles at Lane Gorman Trubitt, LGT Financial Advisors, and other firms. In addition to her advisory work, she provides pro bono financial planning services through Financial Planner for 3rd Decade in Tucson, Arizona. Ascentis Wealth Management serves individual and high-net-worth clients, institutional plan sponsors, trusts, estates, and business entities. The firm offers financial planning, investment management, retirement plan consulting, and related services, employing both in-house and third-party strategies tailored through documented investment policy statements.

Erika Howell is a CFP® with three years of industry experience, currently serving as an advisor at Moss, Luse & Womble, LLC. She previously worked at Ausdal Financial Partners, INC and CFO4Life, among other firms. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses a tactical allocation approach based on fundamental analysis and employs multiple proprietary investment models to align with client risk profiles, emphasizing ETFs and mutual funds in portfolio construction.

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.

Christopher Corjay is a financial advisor with Black Knight Wealth Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with Black Knight Wealth Management since 2021 and previously worked at Vision Advisors, Inc. for 13 years. Corjay is also a co-owner and CFO of 1 Plus 1 Equal 3, Inc. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination of broader personal services. The firm employs a diversified investment approach, including fundamental, quantitative, and technical analysis, and maintains multiple offices and affiliated investment activities.

Kenneth Blattenbauer Jr. is a financial advisor at Kingstone Capital Partners Texas, LLC with 18 years of industry experience. He holds the Series 66 and Series 63 licenses and has held leadership roles including CEO and CCO at Kingstone Capital Partners Texas since 2015. His background includes positions at Firethorn Investment Advisory LLC, KB Squared Investments, LLC, and Midland National Life Insurance Co. He is also licensed as an insurance agent and involved in multiple affiliated entities related to insurance and financial planning. Kingstone Capital Partners Texas, LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm uses a combination of bottom-up fundamental analysis and top-down overlays in its Core Investment Strategy, incorporating direct equity holdings, ETFs, derivatives exposure, and quantitative risk controls.

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.