Anthony Rose is a financial advisor at Orion Wealth Management LLC based in Richardson, TX. He holds a Series 65 designation and has professional experience working at Sodexo, Samuel P. Rose CPA, and Lidl US. Orion Wealth Management LLC provides ongoing portfolio management and advisory services primarily to individual and high-net-worth clients. The firm emphasizes long-term trading and uses a combination of fundamental, quantitative, and technical analysis along with modern portfolio theory, managing accounts through mutual funds, ETFs, equities, fixed income, and insurance products.

Jeffrey Rupp is an investment advisor with View Capital RIA, LP in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at View Capital since 2003 and previously spent 14 years at VCA Securities, LP. Rupp serves as an advisory board member for Velosis Fund II, which focuses on real estate investments. View Capital RIA provides investment advisory and consulting services to individual, high-net-worth, and institutional clients through advisory and consulting programs. The firm constructs portfolios by selecting and monitoring independent asset managers and oversees pooled investment vehicles to offer access to private equity, direct debt, and energy opportunities.

Jeffrey Bradley is a financial advisor at McElhenny Sheffield Capital Management, LLC with 20 years of industry experience. He has been with McElhenny Sheffield since 2014. Bradley holds Series 63 and Series 65 designations. 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 investment process focused on tactical ETF strategies using proprietary quantitative models with risk controls and offers model portfolios to third-party platforms as well as sub-advisory services, including managing an actively managed ETF.

Justin Artis is a financial advisor at GDS Wealth Management in Flower Mound, TX, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining GDS Wealth Management, he worked at Fidelity Investments and has experience in legal and corporate settings, including a six-year tenure at Biel Fisette Iacono, LLP. GDS Wealth Management serves individual clients, including high-net-worth households, providing financial planning, consulting, and investment management. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management, utilizing model portfolios developed with research and allocation guidance from Raymond James.

David Wilkins is a financial advisor with Gerald Baker Financial Group, L.L.C. dba Baker Financial Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Baker Financial Group since 2005 and is also associated with GRB Financial, LLC. In addition to his advisory role, Wilkins specializes in life, health, disability, and long-term care insurance. Gerald Baker Financial Group serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing approximately $833.2 million in discretionary assets. The firm focuses on capital preservation and employs a long-term, asset-allocation investment strategy utilizing active managers, indexes, ETFs, individual securities, and fixed-income instruments.

Douglas Gill is a CFP® with 34 years of experience in the financial industry. He is a principal at Castleview Partners, LLC and also serves as president and sole shareholder of Gill Capital Management, Inc., a holding company for investments in real estate, private equity, and public securities. Outside of his advisory work, Gill participates in community service as a board member of the Rotary Club of Park Cities Foundation and chairs a committee at Northridge Presbyterian Church. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans. The firm offers tailored portfolio management using a combination of internally managed models, third-party strategies, and direct holdings, supported by its proprietary aiAlpha platform that serves both Castleview and external advisers.

Craig Caudle is a financial advisor at Burford Brothers, Inc. in Dallas, TX, with 33 years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at RBC Capital Markets and several family limited partnerships and charitable organizations, where he has served in management and director capacities. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, and retirement plans, offering discretionary asset management, retirement plan consulting, third-party money manager recommendations, and financial consulting. The firm also operates a multi-family office division providing comprehensive planning and tailored investment advice across a range of securities and strategies.

Kenneth Painter is a CFP® professional with 24 years of industry experience, currently serving at Strata Wealth Advisors, LLC since 2017. His prior experience includes roles at Mutual Securities, Inc. and Lincoln Financial Advisors. Outside of financial advising, he is president of Education Without Borders, a charity focused on educational projects for underprivileged individuals. Strata Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and institutional clients. The firm employs a tailored investment approach that includes equities, fixed income, mutual funds, ETFs, options, and alternative investments, supported by technology platforms and sub-advisors.

Andrew Gold is a financial advisor at Prestige Wealth Management with seven years of industry experience. He holds a Series 66 designation and has worked previously at firms including Osaic Advisory Services, Arbor Point Advisors, Securities America, and Edward Jones. Outside of advising, he is licensed to offer life insurance as an additional product option to clients. Prestige Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 client relationships. The firm employs an asset-allocation approach and offers discretionary investment management, financial planning, retirement plan advisory, and consulting services, often utilizing sub-advisors and third-party tools.

Joseph Dowdall is a CFP® with 18 years of experience in the financial industry. He has been with Worth Asset Management since 2021 and previously worked for MMWKM Advisors, LLC for 10 years. In addition to his advisory role, he works as an independent insurance agent, focusing on the marketing and sales of traditional insurance products. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm uses a combination of security analysis methods and works with outside managers and sub-advisors, while offering financial planning and insurance-related advice.

Austin Garron is a financial advisor at Peak American Investment Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fisher Investments, Cetera, and New York Life prior to joining Peak American. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary wealth management and comprehensive financial planning, integrating tax strategy and insurance coordination into retirement and income planning. The firm uses a combination of technical and fundamental analysis to construct portfolios and offers referrals to CPAs and estate attorneys as part of its service model.

Callan Hirschey is a financial advisor at First Dallas Securities Incorporated with one year of industry experience. He holds a Series 66 designation and has worked at Hodges Capital Management and Equitable Advisors, LLC. First Dallas Securities serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and ongoing account monitoring. The firm emphasizes domestic equity securities with a blend of fundamental and technical analysis and operates on a commission-based advisory model.

Miguel Rundstrom Holguin is a financial advisor at QuadCap Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has worked at several firms including Exencial Wealth Advisors prior to joining QuadCap. QuadCap Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing investment management, financial planning, family office coordination, and trustee services. The firm uses a combination of third-party research, AI-enabled estate planning tools, and integrated tax preparation to tailor strategies to clients' goals and needs.

Monica Sipes is a CFP®-certified financial advisor with 15 years of industry experience. She currently works at QuadCap Wealth Management, LLC, joining the firm in 2024 after nine years at Exencial Wealth Advisors. QuadCap Wealth Management provides investment management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm combines traditional advisory services with AI-enabled platforms for estate planning and integrates tax preparation into its service offerings.

Richard Adkisson is a financial advisor with Crescent Advisor Group, Inc. in Plano, TX, holding a Series 65 designation and bringing 19 years of industry experience. He has been with Crescent Advisor Group since 2006 and is also a member of Greenbrier Associates LLC, where he provides real estate consulting related to non-publicly owned real estate. Crescent Advisor Group, Inc. serves a diverse client base including individuals, families, high-net-worth clients, and institutional investors, offering financial planning, portfolio management, and pension consulting. The firm employs a combination of technical and fundamental analysis across various investment strategies and integrates affiliated business lines such as brokerage and insurance services.

Justin Jones is a financial advisor at Fidelis Capital with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Level Four Advisory Services and AE Wealth Management. Fidelis Capital Partners provides investment advisory and related services to a diverse client base, including individuals, family offices, trusts, estates, and philanthropic organizations. The firm employs a blend of quantitative, fundamental, technical, and economic analysis in its investment process and offers discretionary portfolio management alongside complementary business consulting and third-party coordination services.

Joshua Dunham is a financial advisor at TFR Capital with 22 years of industry experience. He holds the Series 66 designation and has previously worked at SCF Securities, Inc. and SCF Investment Advisors, Inc. In addition to his advisory role, he is president and owner of JD FINCO Inc., a consulting and programming business. TFR Capital is a registered investment adviser serving individuals, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers personalized financial planning, discretionary investment management, and retirement-plan advisory services, employing a mix of fundamental, quantitative, and technical analysis to implement primarily long-term strategies tailored to client needs.

Jeffrey Weathers is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Guidestone Advisors in Dallas, TX. He has been with GuideStone Financial Services since 2014. GuideStone Advisors, LLC 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 employs model portfolios and discretionary management with a faith-based investing policy.

Robin Austin is a financial advisor at Mills Wealth Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at U.S. Capital Wealth Advisors, LLC, USCA Securities LLC, and Usca Ria LLC. In addition to his advisory role, he has been an insurance agent since 1997. Mills Wealth Advisors serves individuals and high-net-worth clients, focusing on executives, business owners, and their families. The firm provides comprehensive wealth management services, including financial and business planning, retirement-plan advisory, and portfolio management, employing a fiduciary, goal-driven process with evidence-based CORE+ model portfolios and tax-aware implementation strategies.

Kira La Sage is a financial advisor at Lemnis Capital with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Equitable Advisors, LLC. Outside of financial advising, she is employed as a painter at La Sage Contracting Services. Lemnis Capital is an SEC-registered advisory firm managing approximately $97.9 million for around 352 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and direct indexing solutions to individuals, retirement plans, trusts, and other entities, utilizing both model portfolios and customized asset-allocation strategies.