Angela Mcclain is a CFP®-certified financial advisor with 18 years of industry experience. She has been with Guidestone Advisors and its affiliated entities since 2006, serving in various roles across the organization. Based in Dallas, TX, her career includes work with Guidestone Financial Resources of SBC and GuideStone Financial Services. GuideStone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and high-net-worth clients. The firm employs a faith-based investing approach, using model portfolios and discretionary management primarily through affiliated mutual funds and third-party managers.

James Nipp is a CFP® professional with 13 years of industry experience and has been with SFMG Wealth Advisors since 2009. He is based in Plano, TX. Outside of his advisory role, Mr. Nipp is a part-owner of Confidence Period, LLC, an investment-related entity focused on private investments. SFMG Wealth Advisors is a team-based firm that offers integrated financial planning and discretionary portfolio management to individuals, families, and institutional clients. The firm combines financial planning with investment management, guided by an Investment Committee that employs strategic allocations and tactical adjustments.

Chris Oberling is a CFP® with 18 years of industry experience, currently serving as an advisor at Parkway Wealth Management Group, LLC. His prior roles include positions at Raymond James Financial Services and Ameriprise. He is also separately licensed as an independent insurance agent through One Insurance Solutions. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves a diverse client base including individuals, families, business owners, pension plans, charitable entities, and institutional clients. The firm provides portfolio management, comprehensive financial planning, and 401(k) plan advisory services, employing a holistic investment approach with portfolios spanning equities, fixed income, mutual funds, ETFs, annuity sub-accounts, and alternative investments.

Julian Di Bona is a financial advisor at GDS Wealth Management with a Series 65 designation and two years of industry experience. His prior roles include positions at RubinBrown and Target, as well as an academic tenure at Southern Methodist University. GDS Wealth Management offers financial planning, consulting, and investment management services primarily to individual and high-net-worth clients. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management, emphasizing asset allocation using model portfolios developed with guidance from Raymond James.

Stephen Nelson is a CFP® and holds Series 63, AIF®, and CEPA® designations, with 11 years of industry experience. He has worked at Mills Wealth Advisors, LLC since 2018 and previously held roles at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Mills Wealth Advisors serves individuals and high-net-worth clients, focusing on executives and business owners and their families. The firm provides wealth management services including financial planning, business planning, retirement-plan advisory, portfolio management, and consulting, and is notable for sponsoring and managing private pooled investment vehicles with a fiduciary, goal-driven planning process.

Matthew Rincon is a financial advisor with GDS Wealth Management in Flower Mound, TX. He holds a Series 65 designation and has been in the industry since 2025. Prior to joining GDS Wealth Management, he worked at KCC Capital Partners and Icon Construction. GDS Wealth Management serves individual clients, including high-net-worth households, with financial planning, consulting, and investment management. The firm manages approximately $1.8 billion in client assets across a team of 22 advisors, primarily using model portfolios developed with guidance from Raymond James.

Erica Dore is a financial advisor at GDS Wealth Management with 19 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill and Raymond James Financial Services. Erica has been with GDS Wealth Management since 2019. 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 client assets through discretionary portfolio management and retirement-rollover guidance, primarily implementing client portfolios using model allocations developed with Raymond James research.

James Demarest is a financial advisor at Consilium Wealth Advisory, LLC in Frisco, TX. He holds a Series 65 designation and has three years of industry experience. He has been with Consilium Wealth Advisory since 2016, initially with the predecessor firm and continuing after its transition. Consilium Wealth Advisory is a fee-based investment management and wealth advisory firm serving individuals, high-net-worth clients, and corporate entities. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and project-based consulting, utilizing both quantitative and qualitative analysis to build portfolios, including an equity-focused "Consilium Core" strategy.

Michael Demings is a financial advisor at GDS Wealth Management with one year of industry experience and holds a Series 65 designation. Prior to joining GDS Wealth Management, he worked at TFR Capital, Cadence Bank, and First Citizens Bank, among other positions. Outside of his advisory role, he is a licensed real estate agent with Heart & Home Realtors. GDS Wealth Management provides financial planning, consulting, and investment management services to individuals, including high-net-worth households. The firm manages approximately $1.8 billion in client assets and implements portfolios primarily through model-based asset allocation using research from Raymond James.

Matthew Engels is a financial advisor at CMG Wealth Management in Plano, TX, holding a Series 65 designation with one year of industry experience. He has been with CMG Wealth Management since 2021. CMG Wealth Management provides ongoing asset management and advisory services to individuals, high-net-worth clients, non-profit organizations, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory to implement customized investment strategies across a range of asset classes.

Brentt Shropshire is a financial advisor with Black Knight Wealth Management, LLC and holds Series 66, Series 63, and Series 65 licenses. He has nine years of industry experience, including prior roles at Cambridge Investment Research Advisors and New York Life Insurance Company. He serves as a board member of the Southern Gateway Deck Park. Black Knight Wealth Management provides advisory services to individual and high-net-worth clients, offering portfolio management and financial planning with coordination among clients’ attorneys, tax advisors, insurance advisors, and private bankers. The firm manages accounts using a combination of fundamental, quantitative, technical, and modern portfolio theory approaches, including access to private funds through its affiliated adviser, Black Knight Alternative Investments.

Kevin Nelson is a CFP® professional with 19 years of experience in financial advising. He has been with Schubert & Company, Inc. since 2006 and currently works at Corus Family Wealth Advisors, Inc. in McKinney, TX. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation strategy using diversified portfolios mainly composed of ETFs and institutional mutual funds, complemented by a broad range of asset classes and third-party research.

James Stewart is a financial advisor at Worth Asset Management in Dallas, TX, with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Harbor Wealth Management from 2009 to 2021. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm offers financial planning and insurance-related advice, using a variety of security analysis methods and incorporating outside managers and sub-advisors while conducting regular account reviews.

Thomas Vendryes is a financial advisor with Eagle Financial Advisors, LLC in Frisco, TX, holding Series 65 and Series 66 licenses and 14 years of industry experience. He has worked with Eagle Financial Advisors since 2014 and Eagle Financial Group since 2019. Outside of his advisory role, Vendryes is owner and president of Silver Tree Financial, which provides health insurance, fixed index annuities, and life insurance. Eagle Financial Advisors, LLC serves individuals, high-net-worth clients, trusts, and business entities by providing portfolio management and third-party manager selection primarily on a non-discretionary basis. The firm employs quantitative methods and model portfolios to construct client-specific investment policies and emphasizes client direction in trading and regular portfolio reviews.

David Dryden is a CFP® and ChFC® with 34 years of experience in financial advising. He has been with Insight Wealth Partners since 2010. Outside of his advisory role, he is involved in commercial real estate management and aircraft leasing through several business entities. Insight Wealth Partners serves individuals, trusts, retirement plans, and businesses by providing financial planning, portfolio management, and pension consulting. The firm employs a blend of Modern Portfolio Theory–based asset allocation and specialized strategies, including a Synthetic Equity Portfolio, and conducts ongoing client portfolio oversight.

Karla Lema is a financial advisor at SteadTrust with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Advisors, National Asset Management, and RBC Capital Markets. SteadTrust provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages accounts on a discretionary basis using a variety of investment strategies and maintains over $600 million in assets under management across multiple offices.

Robert Casey is a financial advisor at GDS Wealth Management with 16 years of industry experience. He holds the Series 66 credential and has previously worked at Merrill and Raymond James Financial Services. Outside of his advisory role, he is the owner and proprietor of Kids Castle Playcare in Spring, Texas. GDS Wealth Management serves individual and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm employs a multi-advisor team approach and utilizes model portfolios based on Raymond James research, managing approximately $1.28 billion in assets.

Jeffrey Everett is a financial advisor at Generational Wealth Advisors with 27 years of industry experience. He has worked at Talis Advisory Services, LLC since 2005 and serves as a managing member of Talis Financial Services, LLC. Generational Wealth Advisors offers 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 with an emphasis on strategic asset allocation, diversification, and periodic rebalancing, utilizing institutional mutual funds, ETFs, separately managed accounts, and alternative investments.

Matthew Digges is a financial advisor at Astra Wealth Management Group in Plano, TX, holding Series 63 and Series 65 licenses. He has 16 years of industry experience, including 15 years at Pacer Financial, Inc. prior to joining Astra Wealth Management Group in 2026. 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 fundamental, technical, cyclical, and charting analysis, utilizing diversified portfolios of mutual funds, ETFs, individual securities, options, structured products, and certain alternatives.

Bradyn Markham is a financial advisor with Lemnis Capital in Richardson, TX, holding a Series 66 designation. He has one year of industry experience and also has a background in martial arts instruction and education, having worked at Fight Right Martial Arts and various schools prior to joining the financial industry. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other institutional clients. The firm utilizes model portfolios and customized asset allocation, offering both discretionary and non-discretionary management, with a focus on ongoing education and decision support through a subscription membership model.