Kyle Elam is a CFA® charterholder with two years of experience at McElhenny Sheffield Capital Management and five years as a consultant for litigation and fraud examination. He has also worked at Aramanino LLP and operated his own consulting group. Based in Dallas, TX, Elam is part of a seven-advisor team at McElhenny Sheffield. McElhenny Sheffield Capital Management provides investment management and financial planning to individuals, high-net-worth clients, businesses, and institutional retirement plans using a rules-based, tactical ETF strategy driven by proprietary quantitative models. The firm is also involved in managing pooled investment vehicles, including an actively managed ETF, and serves as a sub-adviser to other advisers and platforms.

Charles Burford is a CFA® charterholder based in Dallas, TX, with 36 years of industry experience. He has worked at Burford Brothers, Inc. since 1984 and was previously with Hilltop Securities Independent Network, Inc. for 24 years. Burford Brothers, Inc. 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 provides multi-family office–style services through its Burford Caudle Family Capital division, employing a variety of investment strategies tailored to each client.

Sean Jabbar is a Series 65-licensed advisor with Partners Capital, LLC in Dallas, TX, where he has worked since 2026. He has no prior industry experience before joining the firm and holds a degree from Texas Christian University. Partners Capital, LLC provides portfolio management and advisory services to individuals, high-net-worth clients, and pooled investment vehicles. The firm manages approximately $40.3 million in assets, combining individualized financial planning with management of a private fund employing an opportunistic credit and equity strategy.

Carlos Garza is a financial advisor with ISC Advisors, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with ISC Advisors since 2016 and also works with Institutional Securities Corp, where he has been employed since 2000. Outside of his advisory roles, he is the managing member of Garza Financial Group, LLC. ISC Advisors, Inc. serves individual and high-net-worth clients, as well as 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 utilizes model portfolios overseen by an Investment Committee, combining mutual funds and ETFs with sub-advisor partnerships.

Ray Pinson is a CFP® with 13 years of industry experience, currently serving at Leo Wealth Americas, LLC. He has worked at BFT Financial Group, LLC since 2013 and was previously affiliated with Leo Wealth LLC. Outside of his advisory work, he provides accounting consulting focused on business accounting and human resources matters. Leo Wealth Americas serves a diverse client base including individuals, trusts, retirement plans, foundations, and institutional clients, offering portfolio management, financial planning, and retirement-plan consulting services. The firm employs both systematic and discretionary investment strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementation.

Jerry Killion is a financial advisor with First Western Securities, Inc. in Hurst, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with First Western Securities since 2010 and has operated as a self-employed advisor since 1997. In addition to his advisory work, Killion also serves as an independent insurance agent for Employee Benefits Associates. First Western Securities, Inc. provides fee-based investment advisory services primarily to individual clients, including high net worth individuals, managing approximately $48.6 million in client assets. The firm employs a tactical asset allocation strategy with a customizable approach to portfolio management and offers services on a discretionary or non-discretionary basis.

Paden Demuth is a financial advisor at DHL Wealth Management LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Paycom and Peak American Investment Advisors, Inc. In addition to his advisory role, he is licensed to sell insurance with American Senior Benefits. DHL Wealth Management provides portfolio management and financial planning services primarily to individual and high-net-worth clients, emphasizing modern portfolio theory and long-term trading. The firm creates individualized Investment Policy Statements and offers estate-planning referrals, educational seminars, and uses custodial services at Schwab Institutional alongside third-party managers.

Max May is a financial advisor at Trinity Portfolio Advisors, LLC, holding a Series 65 designation with two years of industry experience. He has been with Trinity Portfolio Advisors since 2022 and previously attended Clemson University from 2018 to 2022. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for nearly 700 clients. The firm offers financial planning, consulting, and investment management services to a diverse client base, using a combination of fundamental, technical, cyclical, and charting analyses alongside proprietary model portfolios.

Miles Kellum is a CFP® with 12 years of industry experience and has been with Moss, Luse & Womble, LLC since 2013. He holds a Series 65 license and is based in Plano, TX. Moss, Luse & Womble, LLC provides fee-based portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm uses a tactical allocation approach focused on exchange-traded funds and mutual funds, offering proprietary risk-profile investment models and fundamental analysis for security selection.

Scott Hammel is a CFP® with 18 years of industry experience, currently serving as an advisor at Apeiron since 2017. He previously worked at WFG Investments Inc from 2010 to 2017. Hammel also acts as an independent insurance agent and may sell insurance products he recommends to clients, which accounts for about 10% of his time. Apeiron RIA manages approximately $730 million for a diverse client base, including individuals, trusts, retirement plans, and institutional clients. The firm employs a holistic investment process combining multiple analytical methods and offers discretionary portfolio management, financial planning, retirement plan consulting, and licensed insurance product recommendations.

Douglas Burnette Jr. is a CFP® professional with 18 years of industry experience. He is currently with Collective Wealth Advisors LLC and previously led Burnette Financial Planning, LLC. His background includes roles at Clark & Burnette Wealth Management, LLC and Securian Financial Services, Inc. Burnette Financial Planning, LLC remains active during the transition of clients to Collective Wealth Advisors. Collective Wealth Advisors LLC offers fee-based investment management and financial planning to individuals, charitable organizations, businesses, and qualified retirement plans under an ERISA 3(21) fiduciary model. The firm emphasizes client-driven portfolio construction and regular reviews, combining institutional support with client education through seminars and access to multiple sub-advisors and investment programs.

Kimberley Threadgill is a CFP® professional with 10 years of industry experience, currently serving at Meristead Wealth, LLC. Her prior roles include positions at Morgan Stanley and JPMorgan Chase, where she has worked since 2016 and 2019, respectively. Outside of her advisory work, she is a partner in Bull Run LLC, a real estate venture. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, utilizing a combination of top-down macro analysis and fundamental bottom-up research to pursue value-oriented investment strategies. The firm is notable for managing multiple private credit funds and integrating advisory, publishing, and private-fund activities within its operations.

David Gamble is a CFP® professional with 21 years of experience in the financial industry. He has worked at SFMG Wealth Advisors since 2015 and previously spent 12 years at PPG Investments, LLC. SFMG Wealth Advisors is a team-based wealth management firm serving individuals, families, pension plans, trusts, and corporate clients. The firm provides integrated financial planning and discretionary portfolio management with a focus on personalized investment programs guided by an investment policy statement and a centralized Investment Committee.

Bruce Fraser Jr. is a financial advisor at McElhenny Sheffield Capital Management, LLC with 23 years of industry experience. He holds a Series 63 designation and has been with McElhenny Sheffield since 2000. Outside of his advisory role, Fraser serves as the managing partner of Elkhorn Capital Management, a commercial real estate investment firm. McElhenny Sheffield Capital Management provides investment management and financial planning services primarily to individuals, high-net-worth clients, businesses, and institutional retirement plans. The firm employs a rules-based, tactical ETF strategy using proprietary quantitative models with daily updates, focusing on trend-following and momentum disciplines alongside documented risk controls.

Montana Vega is a financial advisor at GDS Wealth Management with a Series 65 credential and no prior industry experience. Their work history includes roles at several firms, including One Way Holdings, LLC and Farther Finance. GDS Wealth Management serves individual clients, including high-net-worth households, providing financial planning, consulting, and investment management services. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management and retirement-rollover guidance, utilizing model portfolios developed in partnership with Raymond James.

Colton Richards is a CFP® and Series 65 credentialed advisor at Apeiron with eight years of industry experience. He previously worked at SEI Investments Management Corp and Provident Bank. Apeiron provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, churches, and other institutional clients. The firm employs a holistic, discretionary approach to portfolio management, utilizing various analytical methods and a range of investment options while acting as a fiduciary for retirement accounts.

Mark Diamond is an Investment Advisor Representative with Beacon Financial Group based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior work history includes roles at Kestra Advisory and Kestra Investment Services, where he has been employed since 2000 and 2016 respectively. Outside of advisory services, he is the owner of BDE Properties, LLC, a real estate business managed passively. Beacon Financial Group provides wealth management, financial planning, and retirement and trust/estate consulting to individuals, high-net-worth clients, and various organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to customize portfolios aligned with client goals and risk tolerance, managing approximately $1.3 billion in discretionary assets.

Michael Joseph is a CFA® charterholder with nine years of industry experience. He currently serves at Meristead Wealth, LLC and previously worked at Stansberry Asset Management and TD Ameritrade. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs an opportunistic, value-oriented investment approach combining macro analysis with fundamental research, and manages private credit funds designed for accredited investors and certain retirement accounts.

Kevin Lindley is a financial advisor with Beaird Harris in Dallas, TX, holding a Series 65 license and bringing eight years of industry experience. Prior to joining Beaird Harris, he worked at Cain Watters & Associates from 2016 to 2018. In addition to his advisory role, Lindley serves as a staff accountant specializing in tax consulting at Beaird Harris & Co. PC. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered firm with 18 advisors managing 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 investment approach that emphasizes diversified, low-cost mutual funds and ETFs, with an expanding use of alternative investments.

Kevin Moss is a financial advisor with Optivise Advisory Services LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Optivise since 2019 and has concurrent roles at PanthRex Asset Management and his own entities, Moss Agency and Mossom, spanning over two decades. Outside of advisory work, he dedicates a significant portion of his time to selling fixed insurance products, including life, health, annuity, and disability income insurance. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios and a subscription-based co-advisory service for employer-sponsored defined contribution plans, combining in-house management with third-party sub-advisors and compliance consulting for other advisers.