Robert Rice Jr. is a CFP® professional with 14 years of experience in the financial services industry. He has worked at Generational Wealth Advisors since 2026 and previously spent nine years at Charles Schwab and three years at Grand Financial, Inc. Robert is based in Richardson, Texas, and holds Series 63 and Series 65 licenses. Generational Wealth Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans. The firm uses a multi-disciplinary team approach focused on strategic asset allocation, diversification, and periodic rebalancing, employing a variety of institutional investment vehicles and offering family-office style arrangements when appropriate.

Cynthia Besek is an Investment Advisor Representative with MIAI, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with MIAI, Inc. since 2002 and also serves as Senior Vice President and Chief Operating Officer at Maplewood Investments, Inc. Her roles include client investment assistance as well as managerial, operational, and trading functions. MIAI, Inc. is a team-based firm managing approximately $213 million for around 274 clients. The firm provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, corporations, and charitable organizations, utilizing proprietary and third-party platforms to implement discretionary portfolio management.

Timothy Stansbury is a financial advisor at Orion Wealth Management LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at SG Long & Company for 11 years before joining Orion Wealth Management and LPL Financial in 2025. Orion Wealth Management LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients, combining fundamental, quantitative, and technical analysis with modern portfolio theory. The firm offers ongoing client oversight and utilizes both discretionary and non-discretionary account management, including sponsorship of a wrap fee program.

Salvador Sanchez is a financial advisor at View Capital RIA, LP in Dallas, TX, holding Series 65 and Series 63 licenses with 15 years of industry experience. He has been with View Capital since 2011 and previously worked at Vca Securities, LP. Sanchez serves on the board of Cuentas Ok Sapi de CV, a non-investment-related business based in Mexico City. View Capital RIA, LP manages approximately $1.82 billion for individuals, ultra-high-net-worth families, institutions, and pooled investment vehicles. The firm offers advisory and consulting services through two programs, employs both fundamental and technical security analysis, and provides discretionary and non-discretionary account management along with investment manager selection.

Henry Henderson is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Institutional Securities Corp since 2001 and has been with ISC Advisors since 2013. 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, participant education, and limited-scope advisory services. The firm manages approximately $1.54 billion in assets and utilizes a range of model portfolios, mutual funds, and ETFs, with oversight maintained by an Investment Committee.

David Ackerman is a CFP®, CFA®, and Series 65 credentialed advisor with 22 years of industry experience. He has been with Ackerman Capital Advisors, LLC since 2002. Ackerman Capital Management provides wealth management services to high-net-worth individuals, families, trusts, corporations, charitable entities, and certain pension plans. The firm offers actively managed portfolios primarily using ETFs and no-load mutual funds, along with comprehensive financial planning and retirement plan consulting. It also sponsors and advises private pooled funds, including a municipal bond fund and a multi-strategy digital-asset fund.

Brian Haselden is a ChFC® credentialed advisor at ISC Advisors, Inc. in Dallas, TX, with 28 years of industry experience. He has worked with Doucet Asset Management and Institutional Securities Corp since 2016. Outside of his advisory role, Haselden operates a fixed life insurance brokerage serving non-ISC licensed agents. ISC Advisors, Inc. serves individuals, high-net-worth clients, corporate plans, and institutions, managing approximately $1.6 billion in assets through 27 advisors. The firm offers portfolio management, financial planning, and pension consulting, with a notable portion of assets managed on a non-discretionary basis and provides advisory models via the Empower platform.

Wang Chang Tsai is a financial advisor at TKC Wealth Management LLC in Dallas, TX, holding a Series 66 designation with nine years of industry experience. He has been with TKC Wealth Management since 2016. Outside of his advisory role, he serves as Secretary for the Greater Dallas Taiwanese Chamber of Commerce. TKC Wealth Management is an SEC-registered firm serving individuals, including high net worth clients, pension and profit-sharing plans, small businesses, and institutional clients. The firm employs a blend of fundamental intrinsic-value analysis and tactical asset allocation across various strategies tailored to client risk tolerances, and it offers comprehensive services including portfolio management, ERISA plan consulting, and insurance product recommendations.

Holly Lansidel is a CFP®-designated financial advisor at Burford Brothers, Inc. in Dallas, TX, with five years of industry experience. She has worked at Burford Brothers since 2021 and previously held roles in consulting and the food service industry. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, and retirement plans with discretionary asset management, retirement plan consulting, and financial consulting. The firm offers tailored investment advice across various asset classes and operates a multi-family office division for ultra-high-net-worth clients.

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 bringing 10 years of industry experience. His prior roles include positions at Org Partners Asset Management, Golden State Asset Management, WealthShield LLC, and The AYCO Company, L.P./Mercer Allied. He is involved in overseeing investments related to wealth management businesses through Golden State Asset Management and as a partner at CCDML Ventures Group LLC. Ascentis Asset Management provides investment strategy and portfolio modeling services primarily to other investment advisers, Unified Management Account programs, and third-party platforms. The firm focuses on model portfolio construction using various analytical methods and licenses its investment models and algorithms rather than directly managing retail client accounts.

Norbert Butkus is a financial advisor with Generational Wealth Advisors in Richardson, TX, holding a Series 66 designation and 10 years of industry experience. He has worked at Talis Advisory Services, LLC since 2017 and previously at Ameriprise Financial Services, Inc. from 2015 to 2017. Outside of his advisory role, he serves as a volunteer board member for the Indian Creek Home Owners Association. Generational Wealth Advisors provides discretionary investment management, financial planning, and risk-management advice to a diverse client base including individuals, trusts, foundations, pension plans, business entities, and charitable organizations. The firm employs a multi-team advisory model and emphasizes strategic asset allocation and diversification based on Modern Portfolio Theory.

Marques Miles is a Series 65-licensed financial advisor with seven years of industry experience. He is currently affiliated with Alden Investment Group and has held roles at Brookstone Wealth Advisors, Pathways Retirement Advisors, Elevated Capital Advisors, Gradient Advisors, Pioneer Financial Group, and Puritan Financial. Additionally, he served in the Oklahoma National Guard with the U.S. Air Force for six years. He is also an owner of Pathways Retirement Advisors, focusing on insurance, retirement, and investment planning. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and nonprofit and institutional clients. The firm specializes in retirement programs and executive benefits for small and mid-sized employers and uses proprietary technology to integrate and manage client assets, including held-away accounts.

John Vann is a financial advisor at Vann Equity Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and joined Vann Equity Management in 2019 following prior roles at Per Stirling Capital Management, LLC and Level Four Advisory Services. Outside of his advisory work, he is involved in ownership of several personal property entities in Bulgaria. Vann Equity Management LLC is an SEC-registered firm with a team of five advisors managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a mix of model-based and bespoke investment strategies, leveraging quantitative, macro, technical, and fundamental analysis, and utilizes both individual equity and ETF allocations alongside sub-advisory relationships for real-estate-focused investments.

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 an investment advisor with Beacon Financial Group in Dallas, TX, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has served in various roles at Kestra Advisory and Beacon Retirement Planning Services since the late 1990s. Outside of advisory work, he owns and manages several real estate-related businesses. Beacon Financial Group provides wealth management, financial planning, retirement, and trust consulting services to individuals, high-net-worth clients, and institutions. The firm manages discretionary portfolios using a blend of fundamental, technical, and cyclical analysis and incorporates Independent Managers alongside traditional investments.

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.