Michael Scholten is a financial advisor at Clear Harbor Asset Management, LLC in Dallas, TX, holding Series 63 and Series 66 registrations with 20 years of industry experience. He has been with Clear Harbor since 2010. Clear Harbor Asset Management provides investment management, financial planning, and consulting services to a diverse client base including individuals, pooled investment vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $2.05 billion in assets, employing a multi-asset class approach that integrates bottom-up fundamental analysis with top-down macro and cyclical views.

Keith Barfield is a financial advisor at Signal Securities, Inc. in Dallas, TX, with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Signal Securities since 2014. In addition to his advisory role, Barfield operates a CPA practice providing accounting, tax, and consultation services. Signal Securities, Inc. offers fee-based asset management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach focuses on risk management through diversification and a consultative process, utilizing model portfolios and separately managed accounts primarily on a non-discretionary basis.

Lisa Gesin is a financial advisor with Worth Financial Group Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Worth Financial Group since 2007, with additional experience at Lone Star Pace, Community Development Associates, SWBC Investment Services, and Chase Investment Services. She also operates Gesin Consulting, providing compliance and supervision services for broker-dealer and investment advisory firms. Worth Financial Group provides discretionary portfolio management services to individuals and high-net-worth clients. The firm’s investment approach integrates cyclical security analysis with fundamental and technical methods, using research from in-house and external sources, and customizes portfolios based on client objectives and risk tolerance.

Grant Morris is a CFP® and CFA® with 10 years of industry experience. He has worked at McElhenny Sheffield Capital Management since 2016 and previously was with Alix Partners, LLP from 2009 to 2016. Outside of his advisory role, he is involved with Elkhorn Capital Partners LLC, an investment-related business focused on direct real estate investments. McElhenny Sheffield Capital Management serves individuals, high-net-worth clients, businesses, and institutional retirement plans, offering investment management and financial planning primarily through separately managed accounts. The firm employs a rules-based investment process centered on tactical ETF strategies driven by proprietary quantitative models and provides portfolio management to pooled investment vehicles and an actively managed ETF.

Ajoke Esomo is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Mills Wealth Advisors, LLC since 2023 and previously was with Bailey Anne Consulting and ASO Savings & Loans, PLC. Mills Wealth Advisors serves individuals and high-net-worth clients, focusing on executives, business owners, and their families. The firm offers wealth management services including financial planning, business planning, retirement-plan advisory, portfolio management, and consulting, and is notable for sponsoring private pooled investment vehicles and utilizing evidence-based, tax-aware portfolio strategies.

Jeffrey Robinson is a CFP® and ChFC® with 29 years of industry experience. He has worked at Guidestone Financial Resources of SBC since 2002. GuideStone Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm’s approach includes using model portfolios with affiliated GuideStone Funds and focuses on faith-based investing, offering a range of discretionary and advisory programs tailored to client and plan preferences.

Emily Swerdlow is a CFP® and holds a Series 65 license, with 11 years of industry experience. She has been with Howard Financial Services, Ltd. since 2015. Howard Financial Services provides personalized investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm employs a strategic asset allocation approach across equities, fixed income, and alternative investments, combining fundamental, technical, and quantitative analysis in its portfolio construction.

Jonathan Lawton is a CFP® and Series 66 licensed advisor with 20 years of industry experience. He currently works at OpenAir Financial, LLC and OpenAir Advisory, LLC, where he has been since 2019. Prior to that, he held roles at GF Investment Services, LLC and Lake Point Advisory Group. In addition to his advisory work, Lawton is also an insurance agent through OpenAir Advisory. OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment approach is based on fundamental analysis with a range of strategies including long-term holdings and short-term trading, and client accounts are reviewed regularly for suitability and rebalancing.

Bradley Vineyard is a CFP® with 25 years of industry experience, currently serving as an advisor at Astra Wealth Management Group. His prior roles include positions at Wells Fargo Advisors Financial Network and Wells Fargo Clearing Services. Outside of his advisory work, he is the managing member of T Times Three, LLC, a non-investment related business. Astra Wealth Management is an SEC-registered firm managing approximately $1.3 billion for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using a combination of fundamental, technical, cyclical, and charting analysis to tailor portfolios that include mutual funds, ETFs, stocks, bonds, options, and structured products.

Stephen Mckimmey is a CFP® professional with 12 years of industry experience. He is a principal at RTW Financial Advisors Inc in Dallas, TX, where he has worked since 2014. Prior to his current role, he was with Momentum Independent Network Inc. Mckimmey serves as treasurer for the FortyOne40 Owners Association, a homeowners association in Dallas. RTW Financial Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, estates, trusts, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $581 million across about 178 clients, offering customized portfolios with a focus on fundamental analysis and long-term portfolio construction tailored to client needs.

James Marsden is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Apeiron since 2017. Prior to that, he worked at Wfg Investments Inc for seven years. Marsden serves as treasurer for the Highland Village Area Baseball and Softball Association on a volunteer basis. Apeiron RIA manages approximately $730 million for a diverse client base including individuals, trusts, retirement plans, and institutions. The firm employs a holistic investment approach that integrates multiple analytical methods and offers discretionary portfolio management alongside financial planning and insurance product recommendations.

Sebastian Carrillo is a financial advisor at GDS Wealth Management with a Series 65 designation and three years of industry experience. His prior work includes roles at Moss Adams LLP and GoFundMe.org. He has also been involved with educational institutions such as Baylor University and Saint Francis High School. GDS Wealth Management serves individual and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. 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.

Kyle Walters is a CFP® with 23 years of industry experience, currently serving as an advisor at Apeiron in Dallas, TX. He previously worked at WFG Investments Inc for seven years before joining Aperion RIA, LLC in 2017. Walters is also the proprietor of L&H CPA's and Advisors, an accounting and tax preparation business. 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, combining fundamental analysis, modern portfolio theory, and technical and cyclical analysis while offering a broad range of investment options.

Tyler Castle is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. He has worked at Crescent Advisor Group, Inc. and its affiliated broker-dealer, Crescent Securities Group, Inc., since 2019, and previously spent four years at Lowell & Company Inc. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to individual and institutional clients, employing a mix of technical and fundamental analysis and offering both discretionary and non-discretionary management. The firm is notable for its affiliated business lines, including a broker-dealer and an insurance agency, as well as advisers with professional licenses in law and accounting.

Stephen Fitzpatrick is a financial advisor at Sanders Morris LLC based in Dallas, TX, holding Series 65 and Series 63 licenses with 23 years of industry experience. He has been with Sanders Morris Harris LLC since 2016. Sanders Morris LLC provides investment advisory and related services to individuals, high-net-worth clients, pooled investment vehicles, retirement plan sponsors, trusts, estates, and business entities, utilizing discretionary and non-discretionary wrap programs and a range of investment products. The firm is dual-registered as an SEC investment adviser and FINRA broker-dealer and is affiliated with a national bank and an insurance agency.

Chase Perry is a Certified Financial Planner® with 15 years of industry experience. He has worked at Beaird Harris since 2020 and previously spent 11 years at Fidelity Investments. He holds the Series 63 and Series 66 registrations. 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 grounded in Modern Portfolio Theory, utilizing primarily low-cost mutual funds and ETFs, and has expanded to include alternative investments and tax-managed strategies.

Bobby James is a financial advisor at TFR Capital with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at SCF Investment Advisors and Texas Financial Resources Inc. James is involved in nonprofit activities, assisting with operations and trustee coordination for the Sam Field Foster Foundation. TFR Capital serves individuals, family offices, trusts, estates, private foundations, and qualified retirement plans by providing personalized financial planning and discretionary investment management. The firm uses a combination of fundamental, quantitative, and technical analysis to implement primarily long-term strategies while accommodating shorter-term trading when appropriate.

William Perryman is a CFP® with 42 years of industry experience and has been with Perryman Financial Advisory, Inc. since 1994. He is based in Dallas, TX, and serves as part of a six-advisor team. Perryman also serves on the District 6 Grievance Committee of the State Bar of Texas in a volunteer capacity. Perryman Financial Advisory, Inc. manages 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, utilizing a process that integrates fundamental and technical analysis with ongoing portfolio management.

John Hickey is a financial advisor with Guidestone Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at GuideStone Financial Resources since 2021 and previously held roles at Stonemark, Inc Premium Finance, Dallas Baptist University, Liberty University, and Collin College. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and high-net-worth clients. The firm employs model portfolios and discretionary management, applying a faith-based investing policy and offering services such as GuideStone Wealth Management and GPS guided planning.

Brian Dusek is a financial advisor with Guidestone Advisors in Dallas, TX, holding Series 63 and Series 65 designations and three years of industry experience. He has worked at GuideStone Financial Resources since 2019 and previously was affiliated with The Village Church from 2014 to 2019. Guidestone Advisors 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 uses model portfolios and discretionary management, applying a faith-based investing policy and offering various packaged programs such as GuideStone Wealth Management and GuideStone Managed Accounts.