Andrew Smith is a financial advisor with Delos Private Client Group, LLC in Dallas, TX, holding a Series 65 credential and nine years of industry experience. He has worked at Delos Wealth Advisors since 2019 and previously held roles at Lear Investment Management and BOK Financial Securities. Delos Private Client Group provides discretionary portfolio management, financial planning, pension consulting, and third-party manager selection primarily for individuals, pension plans, and charitable organizations. The firm offers an Institutional Research subscription with macroeconomic commentary and asset-allocation recommendations and manages accounts using model portfolios, sub-advisers, and various investment strategies tailored to client objectives and risk tolerance.

John Pritchett is a CFP® professional with seven years of industry experience, currently serving at Generational Wealth Advisors in Richardson, TX. His career includes roles at North Ridge Wealth Advisors, Raymond James Financial Services, and other firms. Generational Wealth Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, family offices, and qualified retirement plans. The firm employs a team-based approach focusing on strategic asset allocation, diversification, and periodic portfolio rebalancing, utilizing institutional mutual funds, ETFs, separately managed accounts, and alternative investments.

Brandon Sherbert is an investment advisor representative and COO at Beacon Financial Group with 27 years of industry experience. He has been with Beacon and its affiliated Kestra entities since 2013. Outside of advisory services, he offers general business consulting to small and medium-sized businesses through Mainstay BC, LLC. Beacon Financial Group provides wealth management, financial planning, retirement, and trust/estate consulting to individuals, high-net-worth clients, and business organizations. The firm customizes portfolios using a blend of fundamental, technical, and cyclical analysis and offers discretionary portfolio management with assets exceeding $1.3 billion.

Robert Morrison III is a financial advisor with ISC Advisors, Inc. in Irving, Texas, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with Institutional Securities Corp since 2008. Outside of his advisory role, he has received oil and gas royalties and previously worked as an independent insurance agent. 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, with investment oversight provided by an internal committee and utilizes mutual funds, ETFs, and third-party sub-advisors in its model portfolios.

Stephanie Molina is a financial advisor with Guidestone Advisors in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Her prior roles include positions at GuideStone Financial Resources, Avantax Investment Services, and Hilltop Securities. 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 employs a faith-based investing policy, uses model portfolios and discretionary management, and offers packaged programs such as GuideStone Wealth Management and GuideStone Personal Advisory Services.

Jordan Kast is a financial advisor at GDS Wealth Management with seven years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc., and Raymond James Financial. Kast has been with GDS Wealth Management since 2019. GDS Wealth Management provides financial planning, consulting, and investment management services primarily to high-net-worth individuals. The firm manages approximately $1.8 billion in client assets across a team of 22 advisors, focusing on discretionary portfolio management and retirement-rollover guidance using model portfolios developed with research support from Raymond James.

James Clark is a financial advisor at Worth Asset Management with 42 years of industry experience. He has been with Worth Asset Management since 2013 and previously worked at Worth Financial Group from 2001 to 2020. Clark is also an independent insurance agent involved in marketing and sales of traditional insurance, life insurance, and annuities. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm combines multiple security analysis methods and utilizes outside managers and sub-advisors to tailor portfolios according to client objectives.

Paul Harvey is a CFA® charterholder with 39 years of industry experience, currently serving at Vaquero Private Wealth, Ltd. since 2019. His prior roles include positions at Syntal Capital Partner, Bank of America, N.A., and Merrill. Outside of advisory work, he is co-owner of Mountain Limo, a ground transportation company, and serves on the Board of Directors of Matador Resources, Inc. Vaquero Private Wealth is an independent advisory firm that serves individuals, corporations, trusts, estates, donor-advised funds, retirement plans, and insurance company clients. The firm offers discretionary investment management and personalized financial planning, constructing customized, tax-aware portfolios that integrate public and private investments across multiple asset classes.

Ryan Vassar is a financial advisor with Leo Wealth Americas, LLC, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles with the Supreme Court of Texas and multiple financial groups, including Kmr Financial Group Inc. and BFT Financial Group, LLC. Outside of his advisory work, he serves as corporate secretary for two nonprofit public policy organizations and presides over professional services companies. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, trusts, foundations, and various institutional clients. The firm employs a combination of systematic and discretionary investment strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementations through rigorous due diligence and ongoing monitoring.

Phillip Maxwell is a financial advisor at Probity Advisors, Inc. in Dallas, TX, holding a Series 65 designation with two years of industry experience. Prior to joining Probity Advisors, he was self-employed for one year and worked at Fort Worth Presbyterian Church for five years. Probity Advisors, Inc. provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm utilizes a combination of active stock selection, fixed-income management, and ETF-based tactical allocation tailored to clients' objectives and risk tolerances.

Adam Jorgensen is a financial advisor with Capital Markets IQ, LLC, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked at Capital Markets IQ since 2016 and is also owner and vice president of Veracity Financial Services, where he serves as an investment advisor. Additionally, he is owner of Veracity Advisers LLC, which provides fixed insurance sales, business valuations, and CPA team-based consulting focused on tax planning, risk management, estate planning, and retirement needs. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including individual investors, small businesses, and pension/profit-sharing plans. The firm offers a broad range of portfolio management and financial planning services, employing a multi-branch model that integrates external professionals and proprietary investment strategies.

Robert Rice Jr. is a CFP® professional with 14 years of experience in the financial services industry. He has worked at Generational Wealth Advisors since 2026 and previously spent nine years at Charles Schwab and three years at Grand Financial, Inc. Robert is based in Richardson, Texas, and holds Series 63 and Series 65 licenses. Generational Wealth Advisors provides 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 focused on strategic asset allocation, diversification, and periodic rebalancing, employing a variety of institutional investment vehicles and offering family-office style arrangements when appropriate.

Cynthia Besek is an Investment Advisor Representative with MIAI, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with MIAI, Inc. since 2002 and also serves as Senior Vice President and Chief Operating Officer at Maplewood Investments, Inc. Her roles include client investment assistance as well as managerial, operational, and trading functions. MIAI, Inc. is a team-based firm managing approximately $213 million for around 274 clients. The firm provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, corporations, and charitable organizations, utilizing proprietary and third-party platforms to implement discretionary portfolio management.

Timothy Stansbury is a financial advisor at Orion Wealth Management LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at SG Long & Company for 11 years before joining Orion Wealth Management and LPL Financial in 2025. Orion Wealth Management LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients, combining fundamental, quantitative, and technical analysis with modern portfolio theory. The firm offers ongoing client oversight and utilizes both discretionary and non-discretionary account management, including sponsorship of a wrap fee program.

Salvador Sanchez is a financial advisor at View Capital RIA, LP in Dallas, TX, holding Series 65 and Series 63 licenses with 15 years of industry experience. He has been with View Capital since 2011 and previously worked at Vca Securities, LP. Sanchez serves on the board of Cuentas Ok Sapi de CV, a non-investment-related business based in Mexico City. View Capital RIA, LP manages approximately $1.82 billion for individuals, ultra-high-net-worth families, institutions, and pooled investment vehicles. The firm offers advisory and consulting services through two programs, employs both fundamental and technical security analysis, and provides discretionary and non-discretionary account management along with investment manager selection.

Jessica Papadopoulos is a financial advisor at Leo Wealth Americas, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with multiple firms, including long tenures at BFT Financial Group, LLC and The Protection Company Hong Kong Limited. She also serves as president and compliance officer of Leo Capital Corp (Hong Kong) Limited, a Hong Kong-based SFC licensed company. Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting, and access to alternative/private funds for a diverse client base including individuals, trusts, retirement plans, foundations, and institutional clients. The firm employs a mix of systematic and discretionary strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementation.

Henry Henderson is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Institutional Securities Corp since 2001 and has been with ISC Advisors since 2013. 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 and utilizes a range of model portfolios, mutual funds, and ETFs, with oversight maintained by an Investment Committee.

Chase Estrada is a financial advisor at Trinity Portfolio Advisors, LLC with three years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Trinity, he worked at firms including J.P. Morgan Securities, Charles Schwab Co., Inc., and Fidelity Investments. Trinity Portfolio Advisors offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes risk management through probability-based decision making and employs a variety of analytical methods, including fundamental and technical analysis, to guide investment strategies.

David Ackerman is a CFP®, CFA®, and Series 65 credentialed advisor with 22 years of industry experience. He has been with Ackerman Capital Advisors, LLC since 2002. Ackerman Capital Management provides wealth management services to high-net-worth individuals, families, trusts, corporations, charitable entities, and certain pension plans. The firm offers actively managed portfolios primarily using ETFs and no-load mutual funds, along with comprehensive financial planning and retirement plan consulting. It also sponsors and advises private pooled funds, including a municipal bond fund and a multi-strategy digital-asset fund.

Brian Haselden is a ChFC® credentialed advisor at ISC Advisors, Inc. in Dallas, TX, with 28 years of industry experience. He has worked with Doucet Asset Management and Institutional Securities Corp since 2016. Outside of his advisory role, Haselden operates a fixed life insurance brokerage serving non-ISC licensed agents. ISC Advisors, Inc. serves individuals, high-net-worth clients, corporate plans, and institutions, managing approximately $1.6 billion in assets through 27 advisors. The firm offers portfolio management, financial planning, and pension consulting, with a notable portion of assets managed on a non-discretionary basis and provides advisory models via the Empower platform.