Nancy Dixon is a financial advisor with Sanders Morris LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Tectonic Advisors LLC since 2017 and 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. The firm offers portfolio management primarily through wrap-fee programs, financial planning, retirement plan investment management, brokerage, underwriting, and insurance placement through an affiliated agency.

Richard Stainsby is a CFP® with 35 years of industry experience, currently serving at WealthStar Advisors, LLC since 2021. His prior roles include positions at Spc, Sigma Financial Corporation, and Ameriprise Financial Services, Inc. He is also involved as a licensed insurance agent with various insurance companies. WealthStar Advisors is an independent asset management and financial planning firm serving individuals, high-net-worth clients, and small business owners. The firm employs a proprietary Equity Substitution Strategy and utilizes option strategies and quantitative tools in portfolio construction, managing approximately $791 million in discretionary assets across a 10-advisor team.

Brandon Cumba is a CFP®-certified financial advisor with Strata Wealth Advisors, LLC, based in Dallas, TX. He has 13 years of industry experience, including prior work at Lincoln Financial Advisors. In addition to his advisory role, he is an independent insurance agent. Strata Wealth Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and institutional clients. The firm employs a fiduciary, tailored approach using a range of securities and technologies, serving clients through a multi-office team structure.

Daniel Gesin is a financial advisor with Worth Financial Group Inc. in Dallas, TX, holding a Series 66 designation and five years of industry experience. He has worked at Worth Financial Group since 2020 and previously operated Gesin Consulting for fourteen years. In addition to his advisory role, he is involved in non-investment-related facilities management at Amazon. Worth Financial Group is an SEC-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management. The firm’s investment process combines cyclical security analysis with fundamental and technical methods, supported by in-house research and third-party financial data.

James Demarest is a financial advisor at Consilium Wealth Advisory, LLC with two years of industry experience. He holds the Series 65 designation and has worked at Consilium since 2016. Consilium Wealth Advisory is a fee-based investment management and wealth advisory firm serving individuals, high-net-worth clients, and corporate/business entities. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and project-based consulting, employing quantitative and qualitative analyses to manage portfolios including a discretionary equity-focused strategy.

Matthew Engels is a financial advisor at CMG Wealth Management in Plano, TX, holding a Series 65 designation with one year of industry experience. He has been with CMG Wealth Management since 2021. CMG Wealth Management provides ongoing asset management and advisory services to individuals, high-net-worth clients, non-profit organizations, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory to implement customized investment strategies across a range of asset classes.

Marcus Magers is a CFP® with 25 years of experience in the financial services industry. He is currently with Probity Advisors, Inc., where he has worked since 2012, and previously spent two years at Forest Securities, Inc. In addition to his advisory role, he holds multiple insurance representative appointments with several major carriers. Probity Advisors, Inc. provides discretionary portfolio management, financial planning, and consulting services to individuals, pension plans, charitable organizations, and corporations. The firm employs an investment approach that combines active stock and fixed-income management with ETF-based tactical allocation and quantitative rebalancing, tailoring portfolios to client objectives and risk tolerances.

Brentt Shropshire is a financial advisor at Black Knight Wealth Management, LLC with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors, Adaptation Financial, and New York Life Insurance Company. He serves as a board member for the Southern Gateway Deck Park. Black Knight Wealth Management provides advisory services to individual and high-net-worth clients, offering portfolio management, financial planning, and coordination with other professional advisors. The firm employs a disciplined investment process that includes discretionary account management using model portfolios and access to a range of investment options, including private funds managed by its affiliated adviser.

Kevin Nelson is a CFP® professional with 19 years of experience in financial advising. He has been with Schubert & Company, Inc. since 2006 and currently works at Corus Family Wealth Advisors, Inc. in McKinney, TX. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation strategy using diversified portfolios mainly composed of ETFs and institutional mutual funds, complemented by a broad range of asset classes and third-party research.

James Stewart is a financial advisor at Worth Asset Management in Dallas, TX, with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Harbor Wealth Management from 2009 to 2021. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm offers financial planning and insurance-related advice, using a variety of security analysis methods and incorporating outside managers and sub-advisors while conducting regular account reviews.

Peter Adamson is a financial advisor with Autumn Glory Partners, LLC in Dallas, TX, holding a Series 65 designation and nine years of industry experience. Prior to founding Autumn Glory Partners in 2017, he worked at Hall Capital from 2012 to 2017. Outside of advising, he participates on the investment committee of the Ronald McDonald House of Dallas and serves in several nonprofit and private company board roles. Autumn Glory Partners serves high-net-worth individuals, trusts, estates, charitable organizations, and business entities, providing discretionary investment management, third-party manager selection, and retirement-plan fiduciary services. The firm employs a top-down asset allocation approach combined with fundamental analysis and proprietary screening to implement diversified portfolios that include various investment vehicles and private placements.

Thomas Vendryes is a financial advisor with Eagle Financial Advisors, LLC, holding Series 65 and Series 66 credentials and 14 years of industry experience. He has worked at Eagle Financial Advisors since 2014 and Eagle Financial Group since 2019. Vendryes is also the owner and president of Silver Tree Financial LLC, which provides health insurance, fixed index annuities, and life insurance. Eagle Financial Advisors, LLC serves individuals, high-net-worth clients, trusts, and business entities, managing approximately $113 million in assets primarily on a non-discretionary basis. The firm employs quantitative techniques and third-party research to build client-specific investment policies and may recommend independent third-party managers and platform services.

Grace Butterfield is a CFP® at Howard Financial Services, Ltd. in Dallas, TX, with two years of industry experience. Her prior roles include positions at Charles Schwab and H-E-B, among others. Howard Financial Services provides personalized investment management and financial planning to high-net-worth individuals, trusts, charitable organizations, and small businesses. The firm’s investment approach emphasizes strategic asset allocation and combines fundamental, technical, and quantitative analysis in portfolio construction.

David Dryden is a CFP® and ChFC® with 34 years of experience in financial advising. He has been with Insight Wealth Partners since 2010. Outside of his advisory role, he is involved in commercial real estate management and aircraft leasing through several business entities. Insight Wealth Partners serves individuals, trusts, retirement plans, and businesses by providing financial planning, portfolio management, and pension consulting. The firm employs a blend of Modern Portfolio Theory–based asset allocation and specialized strategies, including a Synthetic Equity Portfolio, and conducts ongoing client portfolio oversight.

Karla Lema is a financial advisor at Steadtrust with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Advisors and National Asset Management. Steadtrust is a team advisory firm managing approximately $439 million across nine advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, and pension consulting, employing a mix of investment strategies and managing accounts on a discretionary basis.

Jeffrey Everett is a financial advisor at Generational Wealth Advisors with 27 years of industry experience. He has worked at Talis Advisory Services, LLC since 2005 and serves as a managing member of Talis Financial Services, LLC. Generational Wealth Advisors offers 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 with an emphasis on strategic asset allocation, diversification, and periodic rebalancing, utilizing institutional mutual funds, ETFs, separately managed accounts, and alternative investments.

Samuel Whitney is a financial advisor at Lexington Hill Partners, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Lexington Hill Partners in 2023, he worked at PGT Industries and was affiliated with Furman University. Lexington Hill Partners provides wealth management and investment advisory services to individuals and high-net-worth families, managing approximately $170.7 million across a small client roster. The firm focuses on long-term, low-turnover portfolios using diversified asset allocation and offers discretionary portfolio management alongside tailored consulting services for complex family needs.

Caitlin Brown is a financial advisor at Moss, Luse & Womble, LLC in Plano, TX, holding a Series 65 designation with nine years of industry experience. She has been with the firm since 2011. Moss, Luse & Womble, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering fee-based discretionary portfolio management, financial planning, pension consulting, and accounting-related services. The firm employs a tactical allocation approach using proprietary risk models and combines investment advisory services with accounting and payroll offerings.

Michael Cowles is a CFP® professional with 11 years of industry experience. He has worked at SFMG Wealth Advisors since 2021 and previously held roles at TD Ameritrade, Southwestern Investment Advisory Services, and Fidelity Investments. Cowles maintains a longstanding affiliation with Southwestern Investment Group dating back to 2013. SFMG Wealth Advisors provides personalized wealth management services to individuals, high-net-worth families, pension, and trust clients. The firm integrates financial planning and investment management through a planning-first process, employing a centralized Investment Committee and advanced modeling tools to support retirement and scenario planning.

Robert Aikey is a financial advisor with Strategic Portfolio Solutions, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Strategic Portfolio Solutions since 2014. Outside of his advisory role, he is the founder of a health and life insurance business and is involved in photography and art on weekends. Strategic Portfolio Solutions serves individual and high-net-worth clients, as well as trusts, estates, and retirement plan participants, offering asset management, financial planning, and consulting services. The firm emphasizes tailored portfolios with continuous supervision and uses a range of investment strategies, including traditional equities, fixed income, ETFs, and more active approaches such as options and short-term trading.