Stephen Fitzpatrick is a financial advisor at Sanders Morris LLC with 23 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Sanders Morris Harris LLC since 2016 and Legg Mason Wood Walker, Incorporated from 2001 to 2005. Sanders Morris LLC provides investment advisory and related services to individuals, high-net-worth clients, retirement plan sponsors, trusts, estates, and business entities. The firm offers portfolio management primarily through wrap-fee programs and utilizes third-party managers and platforms while delivering a range of investment options across discretionary and non-discretionary strategies.

Chase Perry is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Beaird Harris since 2020. Prior to joining Beaird Harris, he worked at Fidelity Investments for 11 years. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered advisory firm with 18 advisors managing approximately $2.27 billion across about 800 client relationships. The firm provides ongoing investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, utilizing a Modern Portfolio Theory-based approach and a range of traditional and alternative investment strategies.

Bobby James is a financial advisor at TFR Capital with Series 63 and Series 65 licenses and 41 years of industry experience. He has previously worked at SCF Investment Advisors, INC. and Texas Financial Resources Inc. In addition to his advisory role, James serves as a trustee and assistant to trustees at The Sam Field Foster Foundation, coordinating operations and distributions. TFR Capital provides personalized financial planning and discretionary investment management to individuals, including high-net-worth clients, and entities such as family offices, trusts, estates, and private foundations. The firm’s investment approach combines fundamental, quantitative, and technical analysis overseen by an Investment Committee and implemented by a Chief Investment Officer, focusing on long-term strategies with flexibility for shorter-term trades.

William Perryman is a CFP® with 42 years of industry experience and has been with Perryman Financial Advisory, Inc. since 1994. He is based in Dallas, TX, and serves as part of a six-advisor team. Perryman also serves on the District 6 Grievance Committee of the State Bar of Texas in a volunteer capacity. Perryman Financial Advisory, Inc. manages approximately $796 million for around 432 clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan services, utilizing a process that integrates fundamental and technical analysis with ongoing portfolio management.

John Ryer is a financial advisor at Nobles & Richards Advisors, LLC in Plano, TX, with 23 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with several firms, including Farmers Insurance and Foundations Investment Advisors. Outside of his advisory role, he is involved with Yrefy, LLC. Nobles & Richards Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, municipalities, and businesses. The firm manages approximately $34 million in assets across about 128 client relationships and utilizes both direct portfolio oversight and third-party sub-advisers, with an investment approach that incorporates fundamental and market-based analysis alongside a range of investment vehicles.

John Hickey is a financial advisor with Guidestone Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at GuideStone Financial Resources since 2021 and previously held roles at Stonemark, Inc Premium Finance, Dallas Baptist University, Liberty University, and Collin College. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and high-net-worth clients. The firm employs model portfolios and discretionary management, applying a faith-based investing policy and offering services such as GuideStone Wealth Management and GPS guided planning.

Brian Dusek is a financial advisor with Guidestone Advisors in Dallas, TX, holding Series 63 and Series 65 designations and three years of industry experience. He has worked at GuideStone Financial Resources since 2019 and previously was affiliated with The Village Church from 2014 to 2019. 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 uses model portfolios and discretionary management, applying a faith-based investing policy and offering various packaged programs such as GuideStone Wealth Management and GuideStone Managed Accounts.

Jordan Riewe is a financial advisor with CFO4Life in Coppell, TX, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining CFO4Life and Ausdal Financial Partners in 2025, he worked at Frost Bank from 2023 to 2025. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities with comprehensive financial planning and discretionary investment management. The firm’s approach emphasizes diversified asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments, supported by portfolio monitoring tools and client education programs.

Laura Adams is the sole advisor and president of Adams Asset Advisors LLC, with 23 years of industry experience. She holds a Series 65 designation and has served as an investment advisor and mutual fund president since 2002. Adams also acts as president and treasurer for multiple open-end mutual funds and is a registered transfer agent for these funds. Adams Asset Advisors provides discretionary investment management and supervisory services primarily to very high net worth individuals, trusts, corporations, and institutional investors. The firm’s investment approach combines fundamental and quantitative analysis, including proprietary mathematical models, with tailored asset allocation and security selection by its sole investment officer.

Ross Mortensen is a financial advisor with GDS Wealth Management, holding a Series 66 designation and eight years of industry experience. He previously worked at Fisher Investments and First Command Financial Planning. GDS Wealth Management provides financial planning, consulting, and investment management services primarily to individual clients and high-net-worth households, managing approximately $1.8 billion in assets through discretionary portfolio management and retirement-rollover guidance. The firm uses model portfolios based on research from Raymond James, with adjustments tailored to client-specific needs.

Kelly Snider is a financial advisor at Beaird Harris with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Beaird Harris since 2021, following previous roles at Fidelity Investments from 2016 to 2021. Beaird Harris Wealth Management, LLC is an SEC-registered, fee-only advisory firm that manages approximately $2.27 billion across 800 client relationships. The firm serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, employing a Modern Portfolio Theory-based approach with diversified, low-cost funds and alternative strategies managed primarily on a discretionary, long-term basis.

Scott Stockton is a Certified Financial Planner® with 29 years of industry experience. He has been with WealthStar Advisors, LLC since 2013 and is also affiliated with Independent Financial Partners. Outside of his advisory role, he is a half owner of a pass-through LLC that owns the office building used by his firm and leases to other tenants. WealthStar Advisors is an independent asset management and financial planning firm serving individuals, high-net-worth clients, and small business owners. The firm offers discretionary portfolio management through a wrap fee program and employs a proprietary Equity Substitution Strategy that uses options and quantitative tools alongside third-party sub-advisors to manage approximately $791 million in assets.

Stephen Jenkins is a CFP® with 25 years of industry experience. He is currently with Strategic Portfolio Solutions, LLC and also serves as president of Lake Tower Financial Management, a firm he branded that provides insurance, annuity sales, and financial planning services. Jenkins is a board member of Grapevine Ambucs, a charitable service group focused on fundraising and strategic planning. Strategic Portfolio Solutions primarily serves individual and high-net-worth clients, as well as trusts, estates, and retirement plan participants. The firm offers asset management, financial planning, and consulting, with tailored portfolios that include traditional and active investment strategies, and provides divorce-planning services and educational workshops.

Devin De Lapp is a CFP® professional with eight years at SFMG Wealth Advisors and five years of industry experience. Prior to joining SFMG, Devin held roles at Texas Tech University Transition and Engagement. SFMG Wealth Advisors is a team-based wealth management firm serving individuals, families, pension plans, trusts, and corporate clients. The firm offers integrated financial planning and discretionary portfolio management with a focus on personalized investment programs guided by an Investment Committee, incorporating a range of investment options including mutual funds, ETFs, private equity, and estate and tax coordination.

Brad Parsons is a financial advisor at Thryve Wealth Management with 17 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. LLC for 13 years, followed by roles at Edge Capital Group, LLC and SCS Capital Management LLC. Thryve Wealth Management offers wealth management, financial planning, discretionary investment management, and retirement plan advisory to individuals, high-net-worth clients, trusts, foundations, corporations, and other entities. The firm employs a Core-and-Satellite investment approach focused mainly on U.S. markets, combining fundamental analysis with passive direct indexing and alternative satellite allocations.

Laura Blair is a financial advisor at Vaquero Private Wealth, Ltd. in Dallas, TX, with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill, Purshe Kaplan Sterling Investments, and Syntal Capital Partners prior to joining Vaquero Private Wealth in 2019. Vaquero Private Wealth offers discretionary and non-discretionary investment management and financial planning for individuals, high-net-worth clients, and various institutional and tax-advantaged accounts. The firm builds customized, diversified portfolios using fundamental, cyclical, and technical research, incorporating a range of investment vehicles including ETFs, mutual funds, private funds, and derivatives.

Jason Luse is a financial advisor at Moss, Luse & Womble, LLC with 20 years of industry experience. He has been with Moss, Luse & Womble since 2010 and previously worked at Cain, Watters & Associates, LLC from 2006 to 2010. He holds the Series 65 designation. 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 provides fee-based portfolio management, financial planning, and pension consulting, managing discretionary client portfolios using a tactical allocation approach focused on exchange-traded funds and mutual funds.

Kenneth Hopkins is a financial advisor with Orion Wealth Management LLC in Richardson, TX, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has previously worked with LPL Financial LLC and Advisor Resource Council. Hopkins serves as a FINRA arbitrator in Texas. Orion Wealth Management LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental, quantitative, and technical analysis with modern portfolio theory, focusing on long-term trading across various asset classes and offers both custody account management and advisory oversight of held-away retirement accounts.

Bradley Phelan is a financial advisor with Crescent Advisor Group, Inc. in Plano, TX, holding a Series 65 credential and having 10 years of industry experience. Since 2016, he has also been the owner and sole shareholder of GJ 627, Inc., a consulting business that advises business owners on strategy, processes, and planning. Crescent Advisor Group, Inc. serves a diverse client base including individuals, families, high-net-worth clients, and institutional entities, offering financial planning, portfolio management, and pension consulting. The firm employs a comprehensive investment approach that integrates technical and fundamental analysis and manages both traditional and alternative investment strategies.

Jeffrey Wolf is a CFP® with 29 years of industry experience, currently serving at WealthStar Advisors, LLC since 2013. His prior roles include positions at Independent Financial Partners, Peregrine Diversified Investment Services Corp., Concordius Capital Advisors, Brewer Investment Advisors, and Ameriprise. Outside of his advisory work, he is a partner and owner of Chase Oaks LLC, a real estate holding company established for financial planning purposes. WealthStar Advisors, LLC provides investment advice and financial planning to individuals, high-net-worth clients, and small business owners. The firm uses a customized, quantitatively informed approach incorporating client questionnaires, optimization models, and a proprietary Equity Substitution Strategy that employs fixed-income vehicles alongside long-dated options and derivatives in portfolio management.