Susan Sylvest is a financial advisor at Murphy & Sylvest with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has led Sylvest Advisors, LLC since 2013. Murphy & Sylvest provides portfolio management, financial planning, and project-based consultations to individuals, high-net-worth clients, and charitable organizations. The firm employs a strategic asset allocation approach grounded in modern portfolio theory and uses multiple analytical methods to select investments, reviewing client accounts at least annually.

David Lim is a financial advisor at Leo Wealth Americas, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Waddell & Reed and Expatriate Financial Strategies LLC. Outside of his advisory role, he owns TIETAX, LLC, where he prepares US tax returns for clients. Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting, and access to alternative and model portfolios for individuals, trusts, retirement plans, foundations, and institutional clients. The firm utilizes a combination of systematic and discretionary strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementation.

Jason Freeby is a financial advisor at GDS Wealth Management with a ChFC® designation and a Series 66 license. He has one year of industry experience and previously served 31 years in the United States Marine Corps. Outside of his advisory role, he is the owner and manager of a rental property in Virginia. GDS Wealth Management provides financial planning, consulting, and investment management services primarily to individual and high-net-worth clients. The firm manages approximately $1.8 billion in assets across 22 advisors, focusing on discretionary portfolio management and retirement-rollover guidance using model portfolios supported by Raymond James research.

Kimberly Atchley is a financial advisor at Guidestone Advisors in Dallas, TX, with 12 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at GuideStone Financial Resources, Wells Nelson & Associates, LLC, and TAYLOR STEPHENS, Inc. Outside of her advisory role, she works part-time in pizza delivery and restaurant support. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs model portfolios primarily using affiliated GuideStone Funds and applies a faith-based investing policy tailored to client and plan preferences.

Ryan Mckee is a financial advisor at McElhenny Sheffield Capital Management, LLC in Dallas, TX, holding a Series 65 designation with 16 years of industry experience. He has been with McElhenny Sheffield Capital Management since 2016. McElhenny Sheffield Capital Management provides investment management and financial planning services to individuals, high-net-worth clients, businesses, and institutional retirement plans, employing a rules-based investment approach focused on tactical ETF strategies guided by proprietary quantitative models and risk controls. The firm also acts as a sub-adviser to other advisers and manages an actively traded ETF.

Ryan Wood is a CFP® with 15 years of industry experience. He is currently with Lemnis Capital and Innovation Partners LLC, having previously worked at Equitable Advisors and Axa Advisors, LLC. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other business and institutional clients. The firm offers discretionary and non-discretionary portfolio management using model portfolios and customized allocations, along with subscription-based financial planning memberships and retirement plan consulting.

Ryan Ferguson is a CFP® professional with 16 years of industry experience, currently serving at Insight Wealth Partners in Plano, TX. He has been with the firm since 2010. Outside of his advisory role, Ferguson is a partner at Ferguson Group, LLC, where he prepares a limited number of tax returns, and he is involved in commercial real estate management as the managing member of 3333 Premier Properties, LLC. Insight Wealth Partners provides asset management, comprehensive financial planning, pension consulting, and referrals to third-party money managers for a diverse client base including individuals, families, trusts, corporations, and retirement plan sponsors. The firm uses a multi-advisor team approach and employs investment strategies that combine both strategic and tactical asset allocation with fundamental and technical analysis.

John Hea is a CFA® charterholder and holds a Series 63 license with 17 years of industry experience. He has been with Ackerman Capital Management since 2010 and previously worked at Martin & Company Investment Counsel. Outside of his advisory role, Hea manages a marketing business called AMONKEYS, LLC, where he designs logos and produces apparel sold at his fishing club. Ackerman Capital Management provides wealth management services to high-net-worth individuals, families, trusts, corporations, charitable entities, and pension plans. The firm offers actively managed portfolios primarily through exchange-traded funds and no-load mutual funds, as well as private pooled investment funds including municipal bond and digital-asset strategies.

Niko Puritz is a CFP® professional at Ascentis Wealth Management, LLC in Dallas, TX, with seven years of industry experience. His prior roles include positions at Fidelity Investments and Veracity Capital LLC. Ascentis Wealth Management advises individuals, including high-net-worth clients, as well as institutional and corporate clients, providing financial planning, retirement plan consulting, and both discretionary and non-discretionary investment management. The firm uses tailored, goal-oriented strategies that incorporate strategic and tactical asset allocation across multiple asset types and manages approximately $595 million in assets.

Ian Johnson is a financial advisor at Capital Markets IQ, LLC with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including Center Street Securities, Pfs Investments Inc., and Massmutual. Outside of advisory work, he is part owner and CEO of Duck Energy Management LLC, an oil and gas production company, and owns Bering Capital LLC, both non-investment related businesses. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and certain non-U.S. and multinational clients. The firm utilizes a combination of fundamental and technical analysis along with proprietary strategies, offering a range of wealth management, financial planning, and alternative investment services.

Michael Lowe is a financial advisor at Insight Wealth Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Insight Wealth Partners since 2010. Outside of his advisory role, he manages commercial real estate through 3333 Premier Properties, LLC and owns a ranching operation at Red Arrow Ranch, LLC. Insight Wealth Partners serves individuals, trusts, retirement plans, and businesses, offering financial planning, portfolio management, and pension consulting. The firm utilizes a strategic investment approach combining Modern Portfolio Theory with tactical asset allocation and a Synthetic Equity Portfolio strategy, and it provides ongoing oversight and due diligence for client accounts.

Daniel Savard is a financial advisor with Leo Wealth Americas, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at BFT Financial Group, LLC, Main Street Advisors, LLC, and Cincinnati Analysts, Inc. Outside of his advisory work, Savard is involved in insurance and pension-related businesses, including ownership and consulting roles dating back to the late 1970s. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to a diverse client base, including individuals, trusts, retirement plans, foundations, and institutional clients such as sovereign wealth funds and government entities. The firm uses a combination of systematic and discretionary investment strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementation.

Julianne Hoerman is a financial advisor with Nexus One Financial Advisors LLC in Plano, TX. She holds a Series 65 designation and has been in the financial advisory industry since 2023. Prior to entering finance, she spent over a decade with Rodan + Fields Dermatologist and two decades with Shaklee. Nexus One Financial Advisors LLC is an SEC-registered firm serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary wealth management and financial planning, using predominantly long-term, customized portfolio strategies that incorporate diversified mutual funds, ETFs, and other investment vehicles.

Robert Williams is a financial advisor at Guidestone Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GuideStone Financial Resources, TD Ameritrade, Kforce Inc., Main Street Hub, and East Texas Baptist University. 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 model portfolios and discretionary management, applying a faith-based investing policy and offering several packaged programs such as GuideStone Wealth Management and GuideStone Personal Advisory Services.

Jace Darrow is a CFP® with four years of experience in the financial industry. He is currently with GDS Wealth Management and serves on the Board of Directors for Ranger Springs, assisting the president and CEO with management decisions. His prior roles include positions at L2 Wealth Management, Mark Lupton, and Yellowstone Club. GDS Wealth Management provides financial planning, consulting, and investment management services to individual clients, including high-net-worth households. The firm manages approximately $1.8 billion in assets and primarily utilizes model portfolios developed with guidance from Raymond James.

Robert Felty is a financial advisor with Penn Davis McFarland Inc. in Dallas, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Penn Davis McFarland since 2012. Penn Davis McFarland is an independent, fee-only investment adviser managing separately managed accounts for individuals, trusts, charitable organizations, and retirement plans, typically on a discretionary basis. The firm’s investment process focuses on fundamental analysis and a long-term orientation, serving primarily high-net-worth clients with relatively concentrated portfolios.

Jon Reppert is a CFP® with 39 years of experience in the financial services industry. He is a senior partner and sole owner at Spectrum Advisors, Inc., where he has worked since 1984. His prior experience includes roles at Kalos Capital, Inc. and Madison Avenue Securities, LLC. Reppert also works as an insurance agent with Advisors Excel. Spectrum Advisors serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, private business owners, and retirement plan participants. The firm offers discretionary and non-discretionary portfolio management, financial planning and consulting, and qualified retirement plan consulting, utilizing asset-allocation models, fundamental analysis, and third-party money managers.

Steven Garvin is a financial advisor with ISC Advisors, Inc. in McKinney, Texas, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at ISC Advisors since 2013 and previously led Garvin Investment Group, LLC and Garvin Financial Group, Inc. He is also affiliated with Institutional Securities Corp, where he has been active since 2000. 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, and educational services. The firm manages approximately $1.54 billion in assets, utilizing model portfolios that range from Conservative Income to Aggressive Growth and employs mutual funds and ETFs in its investment approach.

Aleksey Mironenko is a Series 65 licensed advisor with five years of industry experience. He is currently affiliated with Leo Wealth Americas, LLC and has held roles at related entities including Leo Wealth, LLC and BFT Financial Group, LLC, as well as Leo Capital Corp (Hong Kong) Limited where he serves as Head of Investment Solutions. His background also includes four years at Premia Partners. Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting, and access to alternative funds and model portfolios for a diverse client base including individuals, trusts, retirement plans, foundations, and institutional clients such as sovereign wealth funds and municipal governments. The firm employs a combination of systematic and discretionary investment strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Jesse Hauptrief is a financial advisor at McElhenny Sheffield Capital Management, LLC with 28 years of industry experience. He has worked at McElhenny Sheffield since 2017 and previously spent six years at Resource Wealth Management. Additionally, he is a self-employed life and health insurance agent, a role he has maintained since 1976. McElhenny Sheffield Capital Management provides investment management and financial planning primarily to individuals, high-net-worth clients, businesses, and institutional retirement plans. The firm employs a rules-based, tactical ETF strategy focused on trend-following and momentum through proprietary quantitative models updated daily, and it also serves as a sub-adviser to other advisers and an actively managed ETF.