Darrell Haynes is a CFP® with 18 years of industry experience, currently serving at Trinity Portfolio Advisors, LLC since 2025. He previously worked for 15 years at Team Financial Strategies. Outside of his advisory role, he is a 50% owner of Hayion Holdings LLC, a non-investment business based in Granbury, Texas. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for nearly 700 clients. The firm provides financial planning, consulting, and investment management services, employing a risk-focused, probability-based investment approach that incorporates multiple analytical methods and proprietary models.

Christa Bass is a CFP® with 12 years of experience in the financial industry, currently serving at Cottonwood Capital Advisors. Her prior experience includes roles at JPMorgan Chase bank NA and Commonwealth Financial Network. She spends a small portion of her time on fixed insurance sales conducted at her branch location. Cottonwood Capital Advisors provides financial planning, retirement-plan consulting, and discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, corporations, other advisers, and private funds. The firm combines advisor-led portfolio construction with model portfolios and asset-allocation approaches and acts as a fund sponsor and private-fund adviser managing pooled investment vehicles.

Paula Allgood is a financial advisor at Beaird Harris with 27 years of industry experience. She holds a Series 63 designation and has been with Beaird Harris Wealth Management, LLC since 1996 and Beaird Harris, PLLC since 1993. In addition to her advisory role, she serves as Vice President at Beaird Harris & Co. PC, focusing on tax consulting and preparation. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a diversified investment approach based on Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, with recent expansions into alternative investments and tax-managed strategies.

Max Rockwell is a financial advisor with Ascentis Asset Management, LLC, holding a Series 66 designation and 11 years of industry experience. His previous roles include positions at Org Partners Asset Management, Golden State Asset Management, WealthShield LLC, and The Ayco Company, L.P./Mercer Allied. He is also a partner in CCDML Ventures Group LLC, where he oversees investments in wealth management-related businesses. Ascentis Asset Management provides sub-advisory portfolio modeling and model portfolio construction services to other investment advisers and Unified Managed Account (UMA) program sponsors, delivering tailored investment models and implementation guidance without directly managing client assets.

Christel Walker is a CFP® and holds a Series 66 license with 18 years of industry experience. She has been with Navigo Wealth Management, LLC since 2016. Ms. Walker participates in a solicitor agreement with Rex Gold Partners, through which she solicits qualified investors for private offerings. Navigo Wealth Management primarily serves individual clients, including high-net-worth individuals, as well as corporations and business entities. The firm offers portfolio management, financial planning, sub-advisory services, and a web-based discretionary portfolio management platform, utilizing model portfolios and periodic rebalancing to maintain target allocations.

Matthew Harwell is a financial advisor at Veracity Capital LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Veracity Capital since 2018, following eleven years at The Ayco Company, LP and a brief tenure at F3 Logic, LLC. He is also a licensed insurance agent at Veracity Capital Risk Management LLC. Veracity Capital LLC provides investment management, financial planning, and retirement plan advisory services mainly to high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a long-term, customized portfolio approach utilizing mutual funds, ETFs, individual equities, and fixed income, along with option overlay strategies and discretionary management.

Bethany Ahlquist is a financial advisor with Meristead Wealth, LLC and holds a Series 65 designation. She has three years of industry experience, including time at Stansberry Asset Management and Goldman Sachs. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, with a focus on opportunistic, value-oriented investment strategies across global equities and credit. The firm also manages private credit funds tailored for accredited investors and certain retirement accounts.

Daniel Proulx is a financial advisor at ISC Advisors, Inc. with 29 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. He has worked at ISC Advisors since 2013 and is also affiliated with Institutional Securities Corp since 2007. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients, offering financial planning, portfolio management, pension consulting, and participant education. The firm manages approximately $1.54 billion in assets and provides a proprietary managed-account program along with model portfolios overseen by an investment committee.

Stephen Engro is a financial advisor at Beacon Financial Group in Dallas, TX, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Kestra Advisory and Kestra Investment Services for over two decades. Outside of his advisory role, he is involved in managing several real estate-related entities, including serving as owner and president of multiple property management and investment companies. Beacon Financial Group provides wealth management, financial planning, retirement, and trust/estate consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business organizations. The firm offers discretionary portfolio management using a combination of fundamental, technical, and cyclical analysis, and manages approximately $1.3 billion in assets.

Aaron Estrada is a financial advisor with Trinity Portfolio Advisors, LLC in Southlake, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been associated with Estrada Webb And Associates and Trinity Portfolio Advisors for the past 10 years. Outside of advisory work, he is involved in youth football coaching and provides tax preparation and business consulting services. Trinity Portfolio Advisors offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes downside risk quantification and probability-based decision making, employing a variety of analytical methods and proprietary strategies alongside independent manager allocations.

Justin Watson is a CFP® and PFS™ with 14 years of industry experience, currently serving as an advisor at Beaird Harris Wealth Management, LLC since 2011. He is also a shareholder at Beaird Harris & Co. PC, where he performs tax consulting, preparation, and counseling. Additionally, he provides feedback to the University of Texas at Dallas Undergraduate Accounting Board to help improve accounting program curricula. 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 primarily through low-cost mutual funds and ETFs, and has expanded its offerings to include alternative investments such as private credit and digital-asset exposures.

Kody Followwill is a financial advisor at Castleview Partners, LLC in Dallas, TX, holding a Series 65 license with six years of industry experience. His prior roles include positions at Cain Financial, NewEdge Advisors, Foundations Investment Advisors, and Mercer Global Advisors. Outside of his advisory work, he has been involved in insurance sales and services. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, offering discretionary portfolio management and access to third-party money managers. The firm utilizes proprietary technology, including its aiAlpha platform, to support model-based trading and operations for both internal and external advisors.

George Lea is a financial advisor with ISC Advisors, Inc., holding Series 63 and Series 66 licenses and with 14 years of industry experience. He has worked at Institutional Securities Corp since 2019 and has been involved with Lea Financial Management since 2017. Prior to his advisory roles, he was associated with Rooster Home & Hardware, Inc. from 2012 to 2017. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients by offering financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services. The firm manages approximately $1.54 billion in assets and utilizes model portfolios overseen by its Investment Committee, often incorporating mutual funds and ETFs and working with sub-advisors while retaining overall oversight.

Charles Johnson is a financial advisor at Strategic Portfolio Solutions, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked for Holland Investment Management, Inc. for 10 years. Strategic Portfolio Solutions serves individual and high-net-worth clients, as well as trusts, estates, and retirement plan participants. The firm provides asset management, financial planning, consulting, and divorce-planning services, emphasizing tailored portfolios with continuous supervision and regular rebalancing.

Elizabeth Allie is a financial advisor with CFO4Life, holding a Series 66 designation and 19 years of industry experience. She has been with CFO4Life since 2013 and also works with Ausdal Financial Partners. Outside of advisory roles, she provides tax preparation and business consulting services through LMBC II and serves as a notary public in Texas. CFO4Life serves affluent individuals, executives, retirement plans, corporations, trusts, and other entities by offering comprehensive financial planning, discretionary investment management, and corporate financial wellness programs. The firm employs diversified asset-allocation strategies with a range of investment vehicles and typically manages client accounts on a discretionary basis.

Tian Hu is a CFP® professional with three years of industry experience, currently serving at Leo Wealth Americas, LLC. Prior to joining Leo Wealth Americas, he held positions at Leo Brokerage, Pictet Cie & SA, First Republic Investment Management, and New York Private Bank and Trust. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to a diverse client base including individuals, trusts, retirement plans, foundations, and institutional clients. The firm utilizes a combination of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Samuel Pond is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Keener Financial Planning. He previously worked at Raymond James Financial Services and other firms. He is also a member of GPN Alliance, Inc., the organization owning the Garrett Planning Network. Keener Financial Planning advises individuals, trusts, small businesses, and organizations using a primarily passive investment approach with low-cost index funds and ETFs. The firm offers modular financial planning and portfolio management through hourly, flat-fee, or retainer arrangements and manages approximately $479 million in SEC assets under management.

Robert Wirth is a financial advisor at Worth Financial Group Inc. in Dallas, TX, with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Momentum Independent Network Inc. for 25 years. In addition to his advisory role, Wirth owns Retirement Plan.com, LLC, which administers retirement plans, and is involved in marketing and sales of life, health, and disability insurance. Worth Financial Group provides discretionary portfolio management services to individuals and high-net-worth clients. The firm employs a cyclical security analysis approach, incorporating charting, fundamental, and technical methods, and customizes portfolios based on client objectives and risk tolerance.

Mickey Lea is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 52 years of industry experience. He has worked with Institutional Securities Corporation since 1989. Lea is a licensed independent agent who has sold life insurance and fixed annuities, although he is not currently active in that area. ISC Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable institutions. The firm provides portfolio management, financial planning, and pension consulting, overseeing approximately $1.6 billion in assets through a variety of advisory approaches and an internal Investment Committee.

Kyle Laney is a financial advisor with MSH Capital Advisors LLC in Dallas, TX, holding a Series 66 credential and bringing 11 years of industry experience. His prior work includes roles at Merrill and Bank of America N.A., where he spent 17 years, as well as positions at firms like NewEdge Advisors, Trifecta Capital Management, and Delos Digital Asset Management. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management through various programs and works with independent Investment Advisor Representatives who tailor recommendations based on client goals and risk tolerances.