Jeffrey Broaddus is a financial advisor at ISC Advisors, Inc. in Dallas, TX, with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Personal and Workplace Advisors and MMA Securities LLC. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and 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, utilizing model portfolios that range from Conservative Income to Aggressive Growth, and incorporates mutual funds and ETFs in its investment approach.

Chandler Blake is a CFP® with eight years of industry experience, currently serving as an advisor at Guidestone Advisors in Dallas, TX. His prior roles include positions at GuideStone Financial Resources and Fidelity Investments. Guidestone Advisors, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm primarily uses model portfolios with affiliated GuideStone Funds and applies a faith-based investing policy, integrating institutional resources across its affiliates.

Charles Norton is a CFA® charterholder with 23 years of industry experience. He has been with Penn Davis McFarland Inc. since 2015, working as part of a seven-advisor team based in Dallas, TX. Penn Davis McFarland is an independent, fee-only investment adviser managing separately managed accounts for individuals, trusts, charitable organizations, and retirement plans, primarily on a discretionary basis. The firm employs a fundamental, long-term investment approach with relatively concentrated portfolios and serves mostly high-net-worth clients.

Carl Zuckerberg is a CFP® with 26 years of industry experience, currently serving at RZH Advisors LLC in Dallas, TX. He has been with Relyea, Zuckerberg & Hanson, LLC since 2000. RZH Advisors provides wealth management services, combining financial planning and discretionary investment management for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages over $2.4 billion across approximately 450 client relationships and typically implements diversified allocations using mutual funds, ETFs, independent sub-advisers, and select private and interval funds.

Charles Burford is a financial advisor at Burford Brothers, Inc. in Dallas, TX, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hilltop Securities Independent Network Inc. He is also an independent insurance agent involved in insurance sales. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, retirement plan sponsors, and charitable organizations, offering asset management, financial consulting, retirement plan advisory, and family office services. The firm’s investment approach combines fundamental and technical analysis with modern portfolio theory and employs a range of investment vehicles and third-party money managers.

Michael Hernandez is a financial advisor with D.H. Hill Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Arive Capital Markets and Edi Financial Inc. Outside of finance, he works as a sales and project manager at Halo Roofing and Construction. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as to employer-sponsored retirement plans, foundations, and other institutional clients. The firm supports independent Investment Adviser Representatives through multiple platforms and employs a range of investment strategies including tactical asset allocation, active and passive management, and tax-management techniques.

Geoffrey Erwin is a CFP® with 28 years of industry experience, currently serving as a financial advisor at BakerAvenue Asset Management. He was previously with Fidelity Personal and Workplace Advisors, Strategic Advisers, and Fidelity Brokerage Services. BakerAvenue is an SEC-registered multi-team wealth manager that serves individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and comprehensive planning services, employing a range of quantitative and fundamental strategies alongside alternative investments and tax and estate planning support.

Ryan Bierds is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC since 2024. His prior experience includes roles at Comerica Bank, Suntrust Advisory Services, Bb&T Asset Management, and Merrill. Outside of advising, he is a partner at Bierds Publishing LLC. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, including individuals, trusts, and institutional clients. The firm employs household-level Investment Policy Statements and combines in-house oversight with third-party managers to construct and rebalance portfolios, leveraging its affiliation with Fifth Third Bank for capital market insights and operational support.

Shawn Baxter is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 25 years of industry experience. His prior roles include positions at Avantax Investment Services, Inc., Avantax Advisory Services, and 1st Global Advisors, Inc. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Roger Leibowitz is a financial advisor with CL Wealth Management LLC, holding a Series 66 designation and 26 years of industry experience. He has worked with Cabot Lodge Securities LLC and World Equity Group Inc. and has been with CL Wealth Management since 2013. Leibowitz serves on the advisory board of the Morris Brown College Foundation, providing occasional input on foundation decisions. CL Wealth Management LLC is a multi-advisor firm serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies to clients’ objectives and risk tolerance through a combination of fundamental and technical analysis.

Tarrance Anderson is a financial advisor with Ally Invest Advisors in Lewisville, TX. He holds a Series 66 license and has been with Ally Invest Advisors and Ally Invest Securities since 2026. His prior experience includes roles at Allstate, Equitable Advisors, and Truist Bank, among others. Ally Invest Advisors offers discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, utilizing ETF-based Robo Portfolios and personalized financial advice delivered via a third-party platform.

Carolyn French is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 41 years of industry experience. She previously worked at UBS Financial Services and Citigroup Global Markets. Outside of her advisory role, she serves on several nonprofit boards and is president of the Shining Light Foundation, which provides financial assistance to individual children. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing roughly $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Clayton Kuhnen is a financial advisor with M Holdings Securities, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and four years of industry experience. He previously worked at Charles Schwab & Co., Inc. and Broadridge Financial Solutions. M Holdings Securities, Inc. serves a broad range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a mix of advisory and brokerage services, combining portfolio management with third-party sub-advisors and providing ongoing suitability-based recommendations and reviews.

Trudy Turner is a CFP® and PFS™ credentialed financial advisor with 14 years of industry experience. She has been with United Capital Financial Advisors since 2015 and previously worked at RGT Wealth Advisors and Rench & Muir Financial Advisors Inc. Turner also serves as an instructor in the Personal Financial Planning program at Southern Methodist University. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts, with a platform that supports customized investment solutions and offers sub-advisory and consulting services.

Drew Sparks is a financial advisor with Advisor Resource Council in Irving, TX. He holds the Series 66 designation and has 14 years of industry experience, including prior roles at Merrill and LPL Financial. Sparks is also registered as an insurance agent with Insurance Designers of Dallas. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting services. The firm employs a blend of artificial intelligence tools and fundamental analysis to offer model and separately managed account strategies, alongside customized investment solutions.

Brandon Fresard is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 registrations and 18 years of industry experience. His prior roles include positions at USAA Financial Services and Chase Investment Services. He is also involved with Foundation Wealth Partners, operating as a DBA for his LPL business. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting services. The firm combines artificial intelligence tools with fundamental analysis to offer a range of portfolio strategies and custom solutions, and utilizes third-party platforms to align investment approaches with client objectives.

Jason Bednarz is a financial advisor at Prospera Financial Services, Inc. based in Dallas, TX, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked at Prospera Financial Services since 2009 and previously held positions at RBC Capital Markets and Morgan Stanley DW Inc. from 1997 to 2009. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Brandon Ross is a financial advisor with Quotient Wealth Partners, LLC in Dallas, TX, holding Series 63 and Series 66 designations and 27 years of industry experience. His prior roles include positions at Goldman Sachs Personal Financial Management, Girard Securities, Cetera Advisor Networks, and LPL Financial. He is also co-owner of JBBR Ventures, a real estate organization based in Dallas. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans across a range of net worth levels. The firm provides financial planning, consulting, and wealth and investment management services, employing tailored investment programs with ETFs, mutual funds, individual securities, and third-party managers.

Jesse Schilling is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds a Series 65 designation and has been involved in retirement planning through his ownership of Schilling Insurance, LLC and his role at Midwest Insurance Group since 2006. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors, managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party platforms.

Ryan Mc Weeney is a financial advisor at Parallel Advisors, LLC with two years of industry experience. He joined Parallel Advisors in 2022 after working at Fidelity Investments from 2020 to 2022. Prior to his financial services career, Mc Weeney had roles in retail and corporate settings, including at Ward's Berry Farm and State Street Corporation. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies across multiple asset classes and integrates technology platforms to manage tax-efficient rebalancing and held-away accounts.