Susan Bryant is a Series 65-licensed financial advisor with Arrowroot Family Office, LLC in Dallas, TX, and has over 18 years of industry experience. She previously worked at The MB Group, LLC for 17 years and is currently CEO of Unboxed Advisors, LLC, which provides accounting, tax, and business advisory services. Arrowroot Family Office offers multi-family office and investment advisory services to a broad client base, including high-net-worth individuals and various entities. The firm focuses on customized asset allocation using analytics and employs ETFs, mutual funds, and individual securities, along with offering discretionary and non-discretionary management and various administrative services.

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.

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.

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.

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.

Wesley Mc Millan is a financial advisor at Murphy & Sylvest with one year of industry experience. He holds a Series 65 designation and has previously worked at Pinnacle Elite and Financial Service Transition. Murphy & Sylvest provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined investment process combining strategic asset allocation with fundamental and quantitative analysis, typically using a long-term, buy-and-hold approach.

Gary Estes is a financial advisor at Perryman Financial Advisory, Inc. with 15 years of industry experience. He holds a Series 63 designation and has been with Perryman Financial Advisory since 2010. In addition to his advisory role, he is president of Garmarjon, LLC, an oil and gas company. Perryman Financial Advisory, Inc. is a six-advisor team managing 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, combining fundamental and technical analysis with ongoing portfolio management.

Donald Hall is a financial advisor with MIAI, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at MIAI, Inc. and Maplewood Investment Advisors since 2012. MIAI, Inc. is a team-based advisory firm managing approximately $213 million for around 274 clients, providing investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, corporations, and charitable organizations. The firm offers services through its proprietary MIAI Advisor Program and the Fidelity Managed Account Xchange platform, typically managing assets on a discretionary basis guided by client questionnaires and investment policy statements.

Spencer Jones is a CFP® and Series 66 registered financial advisor with three years of industry experience. He is currently with Trinity Portfolio Advisors, LLC and previously worked at Ameriprise Financial Services, LLC. Prior to his financial career, he held roles at Texas Tech University and Marcus High School. Trinity Portfolio Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a risk-focused investment philosophy using fundamental, technical, cyclical, and charting analysis, and offers both discretionary and non-discretionary management across various account types.

Logan Cox is a financial advisor with Cabin Advisors, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Arete Wealth Advisor LLC and Guardian Life Insurance. Outside of advising, he partners in Eric and Logans Sports Card Adventure LLP, a business focused on buying and selling sports cards online. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm offers financial planning, portfolio management, and sub-advisory services, employing a comprehensive investment approach that includes fundamental, technical, and cyclical analysis.

Kevin Bonn is a financial advisor at Martinsen Wealth Management with over two decades of industry experience. He holds the Series 65 and Series 63 licenses and has worked previously at Sanford Advisors, Inc. and Benchmark Innovative Solutions. Martinsen Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, estates, corporations, and other entities. The firm offers financial planning, portfolio management, and estate-planning coordination, employing a range of investment strategies including direct and strategic indexing, options overlays, and tactical allocations.

Colesen Evans is a financial advisor with Lexington Hill Partners, LLC in Dallas, TX, holding a Series 65 designation and eight years of industry experience. Prior to joining Lexington Hill Partners in 2019, he worked at Cypress Point Wealth Management and Winstead PC. Lexington Hill Partners provides wealth management and investment advisory services to individuals and high-net-worth families, including trusts and corporate entities. The firm focuses on long-term, low-turnover portfolios with diversified asset allocation and offers discretionary portfolio management alongside tailored consulting services for complex family needs.

Robert Maxwell is a financial advisor at Collective Wealth Advisors LLC with 20 years of industry experience. He holds a Series 65 designation and has held roles at several homebuilding companies including D. R. Horton, Toll Brothers, Olivia Clarke Homes, Mattamy Homes, and Lennar. Outside of his advisory work, he is also active as a real estate agent with Toll Brothers. Collective Wealth Advisors LLC offers fee-based investment management and financial planning services to individuals, charitable organizations, businesses, and qualified retirement plans. The firm combines independent account administration, access to multiple sub-advisors, and educational seminars to support client goals and provide plan-level fiduciary services.

Jonathon Bolt is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Crescent Advisor Group, Inc. and Crescent Securities Group, Inc. since 2019, following earlier roles at Lowell & Company Inc, Prosperity Bank, and Raider Ranch. He occasionally sells life insurance as a sole proprietor. Crescent Advisor Group, Inc. provides financial planning and portfolio management to individual and institutional clients, using a combination of technical and fundamental analysis. The firm offers a range of strategies from long-term investments to alternative products and maintains affiliated business lines including a broker-dealer and insurance agency.

Alex Schremmer is a financial advisor at GDS Wealth Management with four years of industry experience. He holds the Series 66 designation and has previously worked at Keene Insight Financial Strategies, AGH, BKD, and Washburn University. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management services. The firm manages approximately $1.28 billion in assets across a multi-advisor team of 15 and employs model portfolios informed by Raymond James research, using a mix of equities, fixed income, mutual funds, ETFs, and other instruments.

David Dryden is a CFP® and Series 65-licensed advisor at Insight Wealth Partners with four years of industry experience. His background includes roles in financial advisory and academic positions at Kansas State University and Baylor University. He is also an independent life insurance agent, assisting clients with policy applications and reviews. Insight Wealth Partners manages over $1.1 billion in discretionary assets, serving individuals, families, trusts, corporations, and retirement plan sponsors. The firm employs a multi-advisor team approach and combines strategic and tactical asset allocation with fundamental and technical analysis to provide comprehensive portfolio management and planning services.

Raymond Brubaker is a financial advisor at View Capital RIA, LP in Dallas, TX, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with View Capital RIA and its affiliated firm, VCA Securities, since 2011. View Capital RIA, LP manages approximately $1.82 billion for a client base that includes individuals, ultra-high-net-worth families, institutions, and pooled investment vehicles. The firm provides advisory and consulting services through two programs, offers access to multiple asset classes, and employs a combination of fundamental and technical analysis, asset allocation modeling, and independent manager selection within both discretionary and non-discretionary account structures.

Stephanie Byrd is a CFP® and holds a Series 65 license with 22 years of industry experience. She has been with Bluffview Ria since 2005. Byrd is based in Dallas, TX. View Capital RIA, LP 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 that offer access to private equity, direct debt, and energy opportunities.