Deborah Good is a CFP® professional with 11 years of industry experience. She has been with Clare Market Investments, LLC since 2014. Clare Market Investments provides discretionary investment management, financial planning, and selection and oversight of unaffiliated sub-advisors for individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a primarily long-term investment approach based on fundamental analysis, supplemented by technical and cyclical inputs, and manages approximately $556 million in discretionary assets.

Sharon Berry is a financial advisor at ISC Advisors, Inc. in Dallas, TX, holding the ChFC® designation and Series 63 license with 33 years of industry experience. Her prior roles include positions at Frost Investment Services and Frost Brokerage Services Inc. She has been with ISC Advisors and Institutional Securities Corp since 2021. ISC Advisors, Inc. serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services, managing approximately $1.54 billion in assets with a variety of model portfolios and a proprietary managed-account program.

Charmagne Darabadey is a Series 66-licensed advisor with First Dallas Securities Incorporated in Dallas, TX, having seven years of industry experience. Prior to joining First Dallas Securities in 2018, she worked at Envestnet Inc. from 2014 to 2018. Darabadey is involved with Tinderwealth, a startup focused on creating an app that connects advisors with clients and facilitates opening accounts to invest in advisor-managed portfolios. First Dallas Securities serves individual and institutional clients, including high-net-worth individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs discretionary portfolio management primarily focused on equity securities, combining fundamental and technical analysis to tailor concentrated equity portfolios aligned with client objectives.

Michael Goodman is a financial advisor at Parkway Wealth Management Group, LLC with 52 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Morgan Stanley, Citigroup Global Markets, Wells Fargo Clearing, and Prudential Equity Group. Goodman is also separately licensed as an independent insurance agent. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and other institutional clients. The firm employs a holistic, personalized investment approach with diversified portfolios and offers services including portfolio management, financial planning, and 401(k) plan advisory.

Virginia Baker is a CFP® professional with 10 years of experience in financial advising, currently with Beaird Harris Wealth Management, LLC since 2015. She serves on the OneFPA Advisory Council Executive Committee, focusing on financial planning advocacy. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a diversified, Modern Portfolio Theory-based approach, utilizing low-cost mutual funds and ETFs, and offers expanded access to alternative investments.

Michael George is a Series 65-credentialed advisor at CMG Wealth Management with one year of industry experience. He previously worked at Blackland Group LLC for 16 years. Michael is based in Plano, TX, and is part of a six-advisor team. CMG Wealth Management serves individuals, non-profit organizations, corporations, and other business entities, offering asset management, retirement-plan consulting, and due diligence reports on private investments. The firm employs a blend of fundamental and technical analysis with modern portfolio theory to tailor investment strategies to client objectives and risk tolerances.

Douglas White is a CFP® with 25 years of industry experience, currently serving as an advisor at Guidestone Advisors since 2009. He has been affiliated with Guidestone Financial Resources since 2001. 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 manages approximately $1.59 billion in discretionary assets and typically implements client strategies through model portfolios and discretionary management, applying a faith-based investing policy.

David White is a financial advisor at SFMG Wealth Advisors with 24 years of industry experience. He holds a Series 63 designation and has been with SFMG Wealth Advisors since 2007. SFMG Wealth Advisors is a team-based firm that provides integrated financial planning and discretionary portfolio management to individuals, families, pension plans, trusts, and corporate clients. The firm uses a centralized Investment Committee to implement personalized investment programs and emphasizes ongoing team-based planning and regular portfolio reviews.

Mark Lagrone is a CFA® charterholder and holds the Series 66 designation with 13 years of industry experience. He is currently with Bright Wealth Management, LLC and its affiliate Bright Equities, LLC, where he has held roles since 2016, including Senior Vice President and Director of Bright Equities. In that capacity, he manages deal flow and due diligence for private and public investments and assists in managing model portfolios. Bright Wealth Management, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $265 million for about 175 clients through a team of seven advisors, offering discretionary portfolio management based on tailored asset-allocation models and continuous supervision.

David Evaul is a financial advisor with Crescent Advisor Group, Inc. in Plano, TX, holding a Series 65 designation and 21 years of industry experience. He serves as General Counsel to USSSA and is President of 300 Resources, Inc., both non-investment related roles. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to a diverse client base, including individuals, families, institutions, and non-profits. The firm employs a combination of technical and fundamental analysis and offers a range of investment strategies, along with selection and monitoring of third-party advisers.

Juan Martinez Sr. is a financial advisor with Crescent Advisor Group, Inc. holding Series 63, 65, and 66 licenses and 27 years of industry experience. He has served as a professor at Dallas College since 2007. Martinez also holds an officer position with The 3525 Condominium, a nonprofit organization, where he oversees budgeting and financial obligations. Crescent Advisor Group provides financial planning and portfolio management services to a diverse client base, including individuals, families, institutions, and non-profits. The firm employs a combination of technical and fundamental analysis and offers a variety of investment strategies, supported by a network of affiliated business lines and professionals.

Catherine Bailey is a financial advisor at Ascentis Asset Management, LLC in Dallas, TX, with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Golden State Equity Partners, ORG Partners, LLC, Castleview Partners, LLC, and TD Ameritrade, INC. Ascentis Asset Management provides sub-advisory portfolio modeling and model portfolio construction services to other investment advisers and Unified Managed Account program sponsors. The firm uses various analytical methods to build asset allocations and select investments, delivering model portfolios and implementation guidance without directly managing client assets.

Jacob King is a CFP® professional with 17 years of experience at Beaird Harris Wealth Management, where he has worked since 2004. He is based in Dallas, TX. 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 employs a diversified investment approach based on Modern Portfolio Theory, primarily using low-cost mutual funds and ETFs, with recent expansions into alternative investments and tax-managed strategies.

Thomas Kowalczyk is a financial advisor at SteadTrust with 16 years of industry experience. He holds the Series 66 designation and has previous experience at B.Riley Wealth Management and WFG Investments. SteadTrust is a team advisory firm managing approximately $438.9 million with 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/401(k) consulting, employing a variety of investment strategies and managing accounts primarily on a discretionary basis.

Alisha Reilly is a CFP® with 12 years of industry experience, currently serving at Ascentis Wealth Management, LLC. Her prior roles include positions at ORG Wealth Partners, Lane Gorman Trubitt, PLLC, and Lido Advisors, LLC. She is a licensed insurance agent and provides pro bono financial planning services in Tucson, AZ. Ascentis Wealth Management advises individuals, including high-net-worth clients, as well as institutional and corporate clients such as pension plans and charitable organizations. The firm offers financial planning, retirement plan consulting, and both discretionary and non-discretionary investment management, employing strategic and tactical asset allocation across various investment vehicles.

Erika Howell is a CFP® and holds a Series 66 license, with three years of industry experience. She has worked at Moss, Luse & Womble, LLC since 2025 and previously held roles at Ausdal Financial Partners, INC and CFO4Life. Moss, Luse & Womble serves individuals, including high-net-worth clients, 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 through tactical allocation primarily using exchange-traded funds and mutual funds, supported by proprietary risk-profile investment models and fundamental analysis.

Archie Ponce is a CFP® with 9 years of industry experience and has been with Optima Asset Management Inc. since 2007. He holds Series 63 and Series 65 licenses and is based in Dallas, TX. Optima Asset Management provides fee-only investment advisory, master investment advisory, and consultancy services to individuals, high-net-worth investors, and institutional clients. The firm employs a top-down, asset-class approach using quantitative screening and proprietary models to construct portfolios focused on low turnover and tax efficiency, managing approximately $607 million on a non-discretionary basis.

James Plumlee is a financial advisor with CS Planning Corp in Dallas, Texas, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with CS Planning Corp since 2021 and also serves as Managing Partner of MPAC Consulting Group LLC, an insurance and consulting firm where he is a licensed insurance agent appointed with multiple carriers. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory and financial planning services to individuals, businesses, retirement plans, and various organizations. The firm uses a multi-advisor model to create broadly diversified portfolios tailored to clients’ risk tolerance and goals, often managing accounts on a discretionary basis.

Kenneth Blattenbauer Jr. is a financial advisor with Kingstone Capital Partners Texas, LLC, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. He has held roles at Morgan Stanley and various investment and insurance entities, including serving as CEO and CCO of Kingstone Capital Partners Texas. Outside of advisory services, he is involved in managing multiple related businesses, including insurance agencies and private fund vehicles. Kingstone Capital Partners Texas provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm employs a combination of bottom-up fundamental analysis and top-down overlays and distinguishes itself by using derivatives and quantitative risk controls within separately managed accounts.

Steven Lugar is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Beaird Harris Wealth Management, LLC since 2000. He holds Series 63 and Series 65 licenses and is based in Dallas, TX. 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 mainly through low-cost mutual funds and ETFs, and offers discretionary portfolio management along with financial planning and retirement-plan consulting.