Robert Williams is a financial advisor at Guidestone Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GuideStone Financial Resources, TD Ameritrade, Kforce Inc., Main Street Hub, and East Texas Baptist University. 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 employs model portfolios and discretionary management, applying a faith-based investing policy and offering several packaged programs such as GuideStone Wealth Management and GuideStone Personal Advisory Services.

Gregory Coleman is a financial advisor with Astra Wealth Management Group in Plano, TX, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior roles include positions at Merrill, UBS Financial Services, and Citigroup Global Markets. Astra Wealth Management provides wealth management, investment management, financial planning, retirement plan advisory, and a subscription-based consulting service to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach incorporating multiple analytical methods and utilizes a range of portfolio construction techniques including options and derivatives.

Jace Darrow is a CFP® with four years of experience in the financial industry. He is currently with GDS Wealth Management and serves on the Board of Directors for Ranger Springs, assisting the president and CEO with management decisions. His prior roles include positions at L2 Wealth Management, Mark Lupton, and Yellowstone Club. GDS Wealth Management provides financial planning, consulting, and investment management services to individual clients, including high-net-worth households. The firm manages approximately $1.8 billion in assets and primarily utilizes model portfolios developed with guidance from Raymond James.

Jon Reppert is a CFP® with 39 years of experience in the financial services industry. He is a senior partner and sole owner at Spectrum Advisors, Inc., where he has worked since 1984. His prior experience includes roles at Kalos Capital, Inc. and Madison Avenue Securities, LLC. Reppert also works as an insurance agent with Advisors Excel. Spectrum Advisors serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, private business owners, and retirement plan participants. The firm offers discretionary and non-discretionary portfolio management, financial planning and consulting, and qualified retirement plan consulting, utilizing asset-allocation models, fundamental analysis, and third-party money managers.

Aleksey Mironenko is a Series 65 licensed advisor with five years of industry experience. He is currently affiliated with Leo Wealth Americas, LLC and has held roles at related entities including Leo Wealth, LLC and BFT Financial Group, LLC, as well as Leo Capital Corp (Hong Kong) Limited where he serves as Head of Investment Solutions. His background also includes four years at Premia Partners. Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting, and access to alternative funds and model portfolios for a diverse client base including individuals, trusts, retirement plans, foundations, and institutional clients such as sovereign wealth funds and municipal governments. The firm employs a combination of systematic and discretionary investment strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Jesse Hauptrief is a financial advisor at McElhenny Sheffield Capital Management, LLC with 28 years of industry experience. He has worked at McElhenny Sheffield since 2017 and previously spent six years at Resource Wealth Management. Additionally, he is a self-employed life and health insurance agent, a role he has maintained since 1976. McElhenny Sheffield Capital Management provides investment management and financial planning primarily to individuals, high-net-worth clients, businesses, and institutional retirement plans. The firm employs a rules-based, tactical ETF strategy focused on trend-following and momentum through proprietary quantitative models updated daily, and it also serves as a sub-adviser to other advisers and an actively managed ETF.

Brooks Blagg is a financial advisor at Strata Wealth Advisors, LLC in Dallas, TX, holding a Series 65 designation. He has been with Strata since 2025 and has prior experience at Hartmann Taylor Wealth Management and educational roles at Texas A&M University, Memorial High School, and Staley Middle School. Strata Wealth Advisors serves individuals, trusts, estates, and retirement plans through investment management, financial planning, and retirement-plan consulting. The firm employs a fiduciary, tailored approach across various asset classes and utilizes technology, AI controls, and third-party platforms to support portfolio management and client reporting.

Marshall Ozanne is a CFP® with 23 years of industry experience, currently serving at Probity Advisors, Inc. He previously worked at Woodbury Financial for 18 years and has held roles with WSA Affiliates, LLC, Private Client Services, and Tower Square Securities, Inc. Ozanne is also president of Ozanne Financial Services, LLC, where he provides non-securities insurance product sales and consulting services to RIAs. Probity Advisors, Inc. offers discretionary portfolio management, financial planning, annuity allocation, consulting, and retirement plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach integrates active stock selection, fixed-income management, and ETF-based tactical allocation, employing multiple analytical methods and options strategies tailored to clients’ objectives and risk profiles.

Casey Short is a financial advisor with Provision Asset, LLC, holding a Series 65 credential and 11 years of industry experience. He has been with Provision Asset since 2016 and also serves as president of Provision Retirement, LLC. Additionally, Short works as a seminar instructor for the Council of Financial Educators, focusing on retirement topics. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies. The firm manages assets on a discretionary basis using fundamental, technical, and cyclical analysis, and employs sub-advisors and third-party money managers to construct and monitor diversified portfolios.

Johnny Borrelli is a financial advisor at Crescent Advisor Group, Inc. with nine years of industry experience and holds a Series 66 designation. He has worked at multiple firms, including Realta Investment Advisors, Inc. and Concorde Asset Management. Outside of his advisory role, Borrelli serves as COO of Access VA Benefits, an organization assisting veterans with disability claims. Crescent Advisor Group, Inc. provides financial planning and portfolio management to a diverse client base, including individuals, families, high-net-worth clients, and institutional investors. The firm employs a combination of technical and fundamental analysis and offers a range of investment strategies alongside due diligence and monitoring of sub-advisers.

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 at Atlas with seven years of industry experience and holds a Series 66 designation. He has worked at several firms including Bank of America, Merrill, and Chesapeake Asset Management. Outside of his advisory role, he serves as Vice President of Investor Relations at Percent Technologies, an investment platform technology company, and is the founder of Spreadwise LLC, a financial services venture affiliated with Atlas. Atlas provides wealth management and financial planning to individuals, high-net-worth clients, families, trusts, estates, businesses, retirement plans, and pooled investment vehicles. The firm employs a combination of fundamental and technical analysis within a primarily long-term, index-based investment framework, and is notable for sponsoring private investment vehicles including a private credit fund.

Harmen Overdijk is a CFA® charterholder with four years of industry experience. He currently works at Leo Wealth Americas, LLC and has prior experience with firms including Leo Capital Corp (Hong Kong) Limited, Leo Wealth, LLC, BFT Financial Group, LLC, The Capital Company, and Caidao Capital Limited. Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting, and access to alternative/private funds for 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, while maintaining a network of affiliated entities and multiple independent local offices.

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.

Benjamin Schmuhl is a financial advisor at GDS Wealth Management in Flower Mound, TX, holding a Series 65 designation. He has been active in the financial services industry since 2023, with prior experience at Ryan Everet Insurance and Charles Schwab & Co., Inc. Outside of finance, he was involved with Juicy Pig Barbecue for five years. GDS Wealth Management provides financial planning, consulting, and investment management services primarily to individual and high-net-worth clients. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management and retirement-rollover guidance, using model portfolios supported by research from Raymond James.

Samuel Pokluda is a CFP® credentialed financial advisor with four years of industry experience. He is currently with GDS Wealth Management and previously worked at Merrill Lynch and Fidelity Investments. GDS Wealth Management serves individual clients, including high-net-worth households, offering financial planning, consulting, and investment management. The firm employs model portfolios developed with research from Raymond James, focusing primarily on asset allocation across various securities.

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.

Candy Hawkins is a financial advisor at Astra Wealth Management Group with 29 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Outside of her advisory role, Hawkins is the director and owner of Page's House, an organization focused on educating teen mothers in basic living skills. Astra Wealth Management Group serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing $1.568 billion in assets. The firm employs a long-term investment approach that integrates fundamental, technical, cyclical, and charting analysis to build diversified portfolios using various investment vehicles and offers a subscription-based consulting service.

Kevin Gray is a financial advisor at Ascentis Wealth Management, LLC in Dallas, TX, with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including Ayco Co., a Goldman Sachs company, RBC Capital Markets, and Purshe Kaplan Sterling Investments. Gray is an owner of Ascentis Holdings, which controls Ascentis Wealth Management and related entities. 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 provides financial planning, retirement plan consulting, and investment management using strategic and tactical asset allocation across various securities, managing assets both discretionarily and non-discretionarily.

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.