Stephen Shipley is a financial advisor with Cottonwood Capital Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Commonwealth Financial Network before joining Cottonwood Capital in 2023. Shipley is a co-owner and managing partner of Cottonwood Ventures, LLC, which operates securities, advisory, and insurance businesses. Cottonwood Capital Advisors provides financial planning, retirement-plan consulting, and discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm offers a broad range of investment products and sponsors special purpose vehicles to facilitate client investments in pooled vehicles, blending advisor-led portfolio construction with model portfolios and asset-allocation strategies.

Charles Thomas is a CFP® and Series 65-licensed advisor with 10 years of industry experience, currently with SFMG Wealth Advisors. His prior experience includes roles at Howard Financial Services, Birdsong CPA, Elm Valley Group, and Cain Watters & Associates. He is also the owner and founder of Elm Valley Group, a general tax consulting and compliance business. SFMG Wealth Advisors is a team-based wealth management firm that serves individuals, families, pension plans, trusts, and corporate clients. The firm provides integrated financial planning and discretionary portfolio management, utilizing a centralized Investment Committee to guide personalized investment programs with strategic and tactical adjustments.

Grayson Hatfield is a CFP® professional with five years of industry experience, currently affiliated with Moss, Luse & Womble, LLC since 2015. He works within a team environment at the firm based in Plano, TX. Moss, Luse & Womble serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides fee-based portfolio management, financial planning, and pension consulting, managing client portfolios on a discretionary basis using a tactical allocation approach focused primarily on exchange-traded funds and mutual funds.

Cody Caldwell is a CFP® professional with three years of industry experience, currently serving at Moss, Luse & Womble, LLC since 2019. Prior to this, he worked at Saville, Dodgen & Co., Northrop Grumman Corporation, and Dallas Baptist University. Moss, Luse & Womble serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages discretionary portfolios using tactical allocation primarily focused on exchange-traded funds and mutual funds, complemented by financial planning, pension consulting, and estate planning services.

Ryan Shea is a CFP® certificant affiliated with Apeiron, with 10 years of industry experience. His prior roles include positions at Merrill, Charles Schwab, and Fidelity Investments. Apeiron serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, churches, and other institutions. The firm uses a holistic, discretionary investment approach, combining fundamental, technical, and cyclical analysis, and offers a broad range of investment options while acting as a fiduciary.

Gerald Baker is a Chartered Financial Consultant (ChFC®) with 56 years of industry experience. He is president and a stockholder of Gerald Baker Financial Group, L.L.C., dba Baker Financial Services, and has been associated with GRB Financial, LLC since 2003. In addition to his advisory role, he serves as trustee and advisor to numerous client trusts and holds the Chartered Life Underwriter designation. Gerald Baker Financial Group is a five-advisor team that provides portfolio management, financial planning, and advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $833 million in assets, employing a long-term, asset-allocation approach that combines active managers, indexes, ETFs, individual securities, and fixed-income instruments.

Rodney Madden is a financial advisor with Madden Asset Management based in Dallas, TX, holding Series 63 and Series 66 licenses and offering 24 years of industry experience. He has worked at Cumberland Hill Capital Management, LLC since 2006 and has been with Madden Asset Management since 2002. Outside of his advisory role, he serves as managing director and general partner in multiple non-investment related business ventures, including several Ironwood Funding Management entities and ownership interests in two LLCs. Madden Asset Management provides discretionary and non-discretionary investment supervisory services and consulting to individuals, corporations, trusts, estates, foundations, and other organizations. The firm employs a client-specific approach to asset allocation across equities, fixed income, cash, and alternatives, using both fundamental and technical analysis and offering various implementation strategies.

Tyler Kastner is a financial advisor at ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation with nine years of industry experience. Prior to joining ISC Advisors, he worked at Merrill Lynch Wealth Management. ISC Advisors, Inc. serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, foundations, and other U.S. and international institutions. The firm offers portfolio management, financial planning, and pension consulting, managing approximately $1.6 billion in assets through a combination of discretionary and non-discretionary strategies overseen by an internal Investment Committee.

John Weatherly is a financial advisor at Insight Wealth Partners with seven years of industry experience. He holds a Series 65 designation and has been with Insight Wealth Partners since 2017. Prior to his advisory role, he worked at Dallas Baptist University for three years. Insight Wealth Partners is a multi-team firm serving individuals, trusts, retirement plans, and businesses with financial planning, portfolio management, and pension consulting. The firm combines Modern Portfolio Theory–based asset allocation with tactical strategies and offers a Synthetic Equity Portfolio strategy, while maintaining ongoing portfolio oversight and due diligence on third-party managers.

Brandon Anderson is a CFP® professional with six years of industry experience, currently serving at Astra Wealth Management Group. His prior experience includes roles at LPL Enterprise, Pruco Securities, LLC, and Prudential Financial. Astra Wealth Management Group provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach that incorporates multiple analytical methods and constructs diversified portfolios across various asset types.

Mason Clark is a financial advisor with Howard Financial Services, Ltd. in Dallas, TX, holding a Series 65 designation and six years of industry experience. He has worked at Howard Financial Services since 2019 and previously held positions at Sullivan, Bruyette, Speros & Blayney, Texas Tech University, and Alamo Drafthouse Cinema. Howard Financial Services, Ltd. is a fee-only wealth management firm serving high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm provides personalized investment management and financial planning, typically using strategic asset allocation across multiple asset classes and managing most accounts on a discretionary basis.

Zachary Duren is a financial advisor at Crescent Advisor Group, Inc. He holds a Series 66 designation and has five years of experience in the industry. Prior to joining Crescent Securities Group, Inc., he worked at TruGreen and Lone Star Park. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to a diverse range of clients, including individuals, families, institutions, and non-profits. The firm employs a combination of technical and fundamental analysis and offers both discretionary and non-discretionary management, supported by a network of affiliated business lines and professionals.

Stephen Hart is a CFP® with 10 years of industry experience and has been with Talis Advisory Services, LLC since 2015. He is also a licensed insurance agent for life, accident, and health insurance. He is based in Richardson, TX and works with Generational Wealth Advisors. 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 using institutional-share mutual funds, ETFs, and separately managed accounts.

Brian Chastain is a CFP® professional with 35 years of industry experience. He is currently affiliated with CFO4Life Group, LLC since 2017 and has been associated with Ausdal Financial Partners since 2012. Outside of his advisory role, he owns MGMT4Life, LLC, which provides management and supervisory services to his firm, and he also operates an aircraft through Fly4Life, LLC. CFO4Life offers comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm employs diversified asset allocation models across various asset classes and utilizes institutional research and technology to tailor portfolios to clients’ objectives and risk tolerance.

Lori Dunn is a financial advisor at Peak American Investment Advisors, Inc. with six years of industry experience. She holds a Series 65 designation and has been associated with various entities within the Peak American Financial Companies group since 2018. In addition to her advisory role, she serves as Director of Human Resources and Compliance at Peak American Financial Group, Inc. Peak American Investment Advisors serves individual and high-net-worth clients, providing discretionary wealth management and comprehensive financial planning. The firm integrates technical and fundamental analysis in its investment approach and includes tax strategy and insurance coordination in its retirement and income planning services.

Paul Thibodeaux is a financial advisor at Bright Wealth Management, LLC in Lewisville, TX, holding Series 63 and Series 66 credentials with 26 years of industry experience. He has worked at Bright Wealth Management since 2018 and previously held roles at BBVA Wealth Solutions, BBVA Securities, and COMPASS Bank. Outside of his advisory work, he serves as Governance Chair on the board of Literacy Instruction for Texas (LIFT), a nonprofit that helps adults learn to read. Bright Wealth Management, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management through tailored asset-allocation models and continuous portfolio supervision, managing approximately $265 million for around 175 clients with a team of seven advisors.

Victoria Geiger is a financial advisor with GDS Wealth Management in Flower Mound, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at several firms including Raymond James Financial Services and Equitable Advisors. GDS Wealth Management serves primarily high-net-worth individual clients, managing approximately $1.8 billion in assets through a team of 22 advisors. The firm focuses on discretionary portfolio management and retirement-rollover guidance, implementing client portfolios using model allocations developed with research from Raymond James.

Kyle Phillip is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Guidestone Financial Resources since 2010. He holds Series 63 and Series 65 licenses and is based in Dallas, TX. GuideStone Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and high-net-worth clients. The firm manages approximately $1.59 billion in discretionary assets and implements client strategies primarily through model portfolios and discretionary management, applying a faith-based investing policy.

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.