Derrill Brantley is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation and 24 years of industry experience. He has been with ISC Advisors since 2013 and has worked in related financial roles since 2002, including positions at ISC Investment Management, Brantley Financial Management, and Institutional Securities Corp. 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, participant education, and limited-scope advisory services. 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.

William Driscoll is a financial advisor at Signal Securities, Inc. with 26 years of industry experience. He holds a Series 66 designation and has been with Signal Securities since 1999. In addition to his advisory role, Driscoll has operated his own CPA practice since 1988 and is involved in insurance sales and management accounting for medical and office buildings. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm emphasizes risk management through diversified, model-based portfolios and a consultative approach tailored to clients' financial goals and risk tolerance.

Nancy Dixon is a financial advisor with Sanders Morris LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at Tectonic Advisors LLC, J.P. Morgan Securities, Banc of America, and Morgan Stanley. 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 insurance 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® professional with 13 years of industry experience. He has worked at Strata Wealth Advisors, LLC since 2017 and previously held roles at Lincoln Financial Advisors and Trent Capital Management, Inc. Outside of his advisory role, he is an independent insurance agent. Strata Wealth Advisors is a multi-office team serving individuals, trusts, estates, and retirement plans with investment management, financial planning, and consulting services. The firm employs a fiduciary, tailored approach using a range of securities and technology, including AI controls and third-party managers, to meet client objectives.

Daniel Gesin is a financial advisor at Worth Financial Group Inc. in Dallas, TX, holding a Series 66 credential with five years of industry experience. Prior to his advisory role, he founded Gesin Consulting, where he worked for 14 years, and he currently has a non-investment role managing facilities at Amazon. Worth Financial Group provides discretionary portfolio management services to individuals and high-net-worth clients, utilizing cyclical security analysis and a blend of charting, fundamental, and technical research. The firm customizes portfolios based on client objectives and risk tolerance and manages approximately $137.9 million in client assets.

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® professional with 25 years of industry experience. He has been with Probity Advisors, Inc. since 2012 and previously worked at Forest Securities, Strategic Wealth Planning, VOYA Financial Advisors, and Eagle Strategies. Based in Dallas, TX, he holds Series 63 and Series 65 licenses. Probity Advisors, Inc. provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm employs a mix of active stock selection, fixed-income management, and ETF-based tactical allocation, supported by fundamental, technical, quantitative, and cyclical analysis.

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.

Neale Ellis is a CFA® charterholder with four years of industry experience. He currently works at Fidelis Capital Partners, LLC and previously spent 14 years at Bank of America. Fidelis Capital Partners serves a diverse client base including individuals, family offices, trusts, estates, and nonprofit organizations, providing investment advisory and related services. The firm employs a blend of quantitative, fundamental, technical, and economic analysis to manage portfolios, typically on a discretionary basis, and offers additional consulting and coordination 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.

Elizabeth Robison is a CFA® charterholder with 25 years of industry experience. She has worked at Wallace Capital Management, Inc. since 2018 and previously held positions at Hawkins Capital L.P. and multiple affiliated Sarofim firms from 2000 to 2018. Wallace Capital Management provides discretionary investment management to individuals, high-net-worth investors, retirement and profit-sharing plans, and charitable institutions. The firm employs a value-oriented investment approach and manages both separate accounts and a commingled private investment fund.

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.

Clark Randall is a CFP® professional at Creekmur Asset Management, LLC with 39 years of industry experience. He has worked at Cambridge Investment Research Advisors and AE Financial Services, and has served as an instructor for the CFP Board Certification Program at Southern Methodist University. Randall is also involved as a committee member with the Financial Planning Association of DFW and owns a fixed insurance sales business. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for about 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management and a range of financial planning services, utilizing third-party tools and multiple custodial options within a multi-office structure.

Preston Lane is a financial advisor at McGowan Group Asset Management, Inc. in Dallas, TX, holding a Series 65 credential with three years of industry experience. Prior to joining McGowan Group Asset Management in 2022, he worked at Lucky Dog Barkery and attended Highland Park High School. McGowan Group Asset Management, Inc. is an eight-advisor team managing approximately $997 million in client assets. The firm provides fee-based asset management and advisory services to individuals, high-net-worth investors, trusts, retirement plans, and business entities, employing a model-driven, multi-asset class investment approach with discretionary portfolio management and a formal wrap-fee program.

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.

Bradyn Markham is a financial advisor with Lemnis Capital in Richardson, TX, holding a Series 66 designation. He has one year of industry experience and also has a background in martial arts instruction and education, having worked at Fight Right Martial Arts and various schools prior to joining the financial industry. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other institutional clients. The firm utilizes model portfolios and customized asset allocation, offering both discretionary and non-discretionary management, with a focus on ongoing education and decision support through a subscription membership model.

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.

Michael Cowles is a financial advisor at SFMG Wealth Advisors in Plano, TX, holding the CFP® designation along with Series 63 and 66 licenses. He has 12 years of industry experience, including prior roles at TD Ameritrade, Southwestern Investment Advisory Services, and Fidelity Investments. Cowles has been with SFMG Wealth Advisors since 2021. SFMG Wealth Advisors is a team-based firm providing integrated financial planning and discretionary portfolio management for individuals, families, pension plans, trusts, and corporate clients. The firm employs a combination of institutional and proprietary research, offering personalized investment programs guided by an investment policy statement and a centralized Investment Committee.