Ami Baxter is a CFP® credentialed financial advisor with seven years of industry experience, currently with Perryman Financial Advisory, Inc. in Dallas, TX, where she has worked since 2019. Prior to joining Perryman, she spent three years at Kantar Media. Perryman Financial Advisory, Inc. is an SEC-registered investment adviser managing over $1 billion for a diverse client base including individuals, trusts, estates, and charitable organizations. The firm employs both fundamental and technical analysis to construct diversified portfolios incorporating a range of asset types and offers services such as discretionary portfolio management and comprehensive financial planning.

William Flock is a financial advisor at Generational Wealth Advisors in Richardson, TX, holding a Series 65 designation. He has been with Generational Wealth Advisors since 2023 and has prior experience working in various educational institutions. Outside of advising, he holds a 30% equity stake in a start-up LLC focused on small construction remodeling projects in Houston, Texas. Generational Wealth Advisors provides discretionary investment management, financial planning, and risk-management advice to individuals, trusts, foundations, pension plans, business entities, and charitable organizations. The firm employs a multi-team advisory model and emphasizes strategic asset allocation, diversification, and multifactor exposures based on Modern Portfolio Theory.

Mark Trewitt is a financial advisor at Delta Investment Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Niagara International Capital Limited and VFG Advisors, Inc. Outside of his advisory role, he is a managing partner of IFSG Ltd, offering financial planning and consulting services, and is involved in business brokerage and strategic tax planning through affiliated entities. Delta Investment Management provides discretionary investment management and consulting to individuals, institutions, trusts, and pension plans. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning within its asset management services.

Philip Floyd is a CFP® and Series 66-registered advisor with 21 years of industry experience. He has worked at Worth Asset Management since 2021 and previously spent five years at MMWKM Advisors, LLC. In addition to his advisory role, Floyd is an independent insurance agent involved in the marketing and sales of traditional insurance products. Worth Asset Management serves individuals, trusts, and employer-sponsored retirement plans with investment supervisory and portfolio management services. The firm employs a mix of security analysis methods and works with outside managers and sub-advisors while managing accounts on both discretionary and non-discretionary bases.

Stuart Herzog is a financial advisor at Beaird Harris with 11 years of industry experience. He holds the Series 65 designation and has been with Beaird Harris Wealth Management since 2012. 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 Modern Portfolio Theory approach using diversified, low-cost mutual funds and ETFs, and has expanded into alternative investments.

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.

Terry Hill is a financial advisor with Crescent Advisor Group, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has worked at Crescent Securities Group, Inc. since 2018 and previously at Institutional Securities Corp from 2013 to 2017. 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 across a range of investment strategies and offers both discretionary and non-discretionary management with comprehensive account reviews and custodial reporting.

Travis Carter is a CFP® with 32 years of industry experience, currently serving as an advisor at Insight Wealth Partners since 2010. He also manages a commercial real estate business, 3333 Premier Properties, LLC. Insight Wealth Partners is a multi-team firm providing financial planning, portfolio management, pension consulting, and referrals to third-party money managers for individuals, trusts, retirement plans, and businesses. The firm employs a strategic investment approach combining Modern Portfolio Theory with tactical asset allocation and unique strategies such as a Synthetic Equity Portfolio.

Kennon Grose is a financial advisor at AssetBuilder, Inc. with 19 years of industry experience. He holds a Series 65 designation and has worked at AssetBuilder since 2004. AssetBuilder, Inc. is an SEC-registered, fee-only investment adviser managing approximately $813 million through a team of eight advisors. The firm serves individual clients and other account types, employing a buy-and-hold investment approach based on modern portfolio theory, with diversified asset allocation and portfolios built largely around Dimensional Fund Advisors funds.

John Pritchett is a CFP® professional with seven years of industry experience, currently serving as an advisor at Generational Wealth Advisors. His prior roles include positions at North Ridge Wealth Advisors, Raymond James Financial Services, and Richard P. Slaughter Associates. 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 employs a multi-disciplinary team approach focused on strategic asset allocation, diversification, and periodic rebalancing, utilizing primarily institutional mutual funds, ETFs, and alternative investments.

Mason Pusateri is an advisor at Lemnis Capital with Series 65 and Series 63 credentials. He has been with Lemnis Capital and Innovation Partners LLC since 2026. His prior work experience includes roles in various industries such as hospitality and retail. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors and participants, trusts, and other business and institutional clients. The firm uses a combination of model portfolios, customized asset allocation, and third-party platforms to deliver both discretionary and non-discretionary management tailored to clients’ objectives and risk tolerance.

Brandon Sherbert is an Investment Advisor Representative and Chief Operating Officer at Beacon Financial Group with 27 years of industry experience. He has held advisory roles at Kestra Advisory Services and Kestra Investment Services since 2013 and previously worked at Fortitude Advisory Group. Outside of his advisory work, Sherbert manages a consulting business offering general business advice to small and medium-sized companies. Beacon Financial Group provides wealth management, financial planning, and retirement and trust consulting to individuals, high-net-worth clients, and organizational entities. The firm offers discretionary portfolio management using fundamental, technical, and cyclical analysis, incorporating mutual funds, ETFs, individual securities, and Independent Managers, with a client-focused approach tailored to goals and risk tolerance.

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.

Robert Poynor III is a financial advisor at Castleview Partners, LLC in Plano, TX. He holds the Series 65 and Series 63 designations and has accumulated over a decade of industry experience through roles at Reino Capital, Mercer Advisors, Compass Retirement, and Cain Financial Solutions. Castleview Partners serves individuals, corporations, non-profits, and retirement plans with a range of investment advisory and financial planning services. The firm employs tailored strategies that incorporate internally managed models, third-party money managers, and various asset types, supported by its proprietary aiAlpha platform, which also provides operational support to other registered investment advisers.

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.

Ilonka Nobles is a financial advisor with Nobles & Richards Advisors, LLC in Plano, Texas. She holds Series 63 and Series 66 licenses and has 28 years of industry experience. In addition to her advisory role, she is the owner of Telemarketing Law Compliance, LLC, a consulting business. Nobles & Richards Advisors, LLC serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, municipalities, and businesses. The firm offers investment management, financial planning, and consulting, using both direct portfolio management and third-party sub-advisers, with a focus on fundamental and market-based analysis.

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.

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.