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 at Alden Investment Group with seven years of industry experience. He has worked at several firms including Brookstone Wealth Advisors and Elevated Capital Advisors. Miles served in the Oklahoma National Guard as part of the U.S. Air Force from 2012 to 2018. Alden Investment Group provides discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm focuses on customized asset allocations and fiduciary services for employer plans, supported by proprietary technology platforms for comprehensive portfolio management.

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.

Charles Johnson is a financial advisor at Strategic Portfolio Solutions, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked for Holland Investment Management, Inc. for 10 years. Strategic Portfolio Solutions serves individual and high-net-worth clients, as well as trusts, estates, and retirement plan participants. The firm provides asset management, financial planning, consulting, and divorce-planning services, emphasizing tailored portfolios with continuous supervision and regular rebalancing.

Elizabeth Allie is a financial advisor with CFO4Life, holding a Series 66 designation and 19 years of industry experience. She has been with CFO4Life since 2013 and also works with Ausdal Financial Partners. Outside of advisory roles, she provides tax preparation and business consulting services through LMBC II and serves as a notary public in Texas. CFO4Life serves affluent individuals, executives, retirement plans, corporations, trusts, and other entities by offering comprehensive financial planning, discretionary investment management, and corporate financial wellness programs. The firm employs diversified asset-allocation strategies with a range of investment vehicles and typically manages client accounts on a discretionary basis.

Brandon Gibson is a CFP® with 22 years of industry experience, currently serving as an advisor at Apeiron RIA, LLC since 2022. He previously worked for First Financial Equity Corporation from 2009 to 2022. Outside of financial advising, he is a classical singer affiliated with The Dallas Opera. Apeiron RIA manages approximately $730 million for about 746 clients through a team of 11 advisors. The firm serves individuals, trusts, estates, retirement plans, corporations, small businesses, churches, and other institutional clients with a holistic investment approach that integrates multiple analytical methods and offers discretionary portfolio management, financial planning, and retirement plan consulting.

Robert Wirth is a financial advisor with Worth Financial Group Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Worth Financial Group since 2017 and owns Retirement Plan.com, LLC, which administers retirement plans. Additionally, he has been involved in the marketing, service, and sales of life, health, and disability insurance since 1974. Worth Financial Group is an SEC-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management. The firm utilizes a cyclical security analysis approach supplemented by fundamental and technical methods, managing approximately $122.8 million across about 55 accounts.

Laura Ragsdale is a CFP® professional with one year of industry experience, currently serving at Insight Wealth Partners in Plano, TX. Her prior roles include positions at Texas Tech University and Fox Sports Southwest. Insight Wealth Partners manages assets for individuals, families, trusts, corporations, and retirement plan sponsors, using a multi-advisor team to provide portfolio management and financial planning. The firm employs a combined strategic and tactical asset allocation approach, integrating Modern Portfolio Theory with fundamental and technical analysis.

Mickey Lea is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 51 years of industry experience. He has been with Institutional Securities Corporation since 1989. He is also an independent agent authorized to sell life insurance and fixed annuities, though he is not currently active in that capacity. 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, primarily in non-discretionary arrangements, and provides a proprietary managed-account program alongside model portfolios overseen by an investment committee.

Kyle Laney is a financial advisor with MSH Capital Advisors LLC in Dallas, TX, holding a Series 66 credential and bringing 11 years of industry experience. His prior work includes roles at Merrill and Bank of America N.A., where he spent 17 years, as well as positions at firms like NewEdge Advisors, Trifecta Capital Management, and Delos Digital Asset Management. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management through various programs and works with independent Investment Advisor Representatives who tailor recommendations based on client goals and risk tolerances.

James Sarandis is a financial advisor with Cabin Advisors, LLC, holding a Series 66 designation and eight years of industry experience. He has prior experience at Arete Wealth Management LLC and Guardian Life Insurance. He is also a partner at Arno Wealth, LLC, providing investment-related, tax, and financial planning services. 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 unified managed accounts, with an investment approach that includes fundamental, technical, cyclical, and asset-allocation analysis.

Paul Nolte is a CFA® charterholder with 17 years of industry experience. He is currently with Murphy & Sylvest, where he has worked since 2023, following nine years at Kingsview Asset Management, LLC. Located in Dallas, TX, Nolte holds Series 63 and Series 66 licenses. Murphy & Sylvest provides portfolio management, financial planning, and project-based consulting to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined investment process that combines strategic asset allocation with fundamental and quantitative analysis, typically using a long-term, buy-and-hold approach supported by written Investment Policy Statements.

James Pacholek is a CFP® professional with 24 years of experience in financial advising. He is currently with CMG Wealth Management and has previously worked at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Outside of his advisory work, he serves as president and pastor of the First Pentecostal Church of Dallas and leads The Apothecary, a preaching ministry. CMG Wealth Management provides asset management and advisory services to individuals, high-net-worth clients, non-profits, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory to tailor strategies across various asset classes.