Gail Carrion is a financial advisor with Astra Wealth Management Group in Plano, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2023. Carrion has an ownership interest in GLC Legacy LLC, a related investment business. Astra Wealth Management Group serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with wealth management, investment management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach using diversified portfolios and offers a subscription-based consulting service, managing over $1.5 billion in assets.

Randall White is a financial advisor with ACP Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with ACP Capital Management since 2015 and is also registered with ACP Securities, LLC. Mr. White is registered with ACP Capital Management to service personal and family accounts. ACP Capital Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, separately managed accounts, and institutional/private fund clients. The firm employs both in-house and third-party model portfolios, managing investments primarily through ETFs, mutual funds, and UCITS, and offers wrap-fee and non-wrap account options.

Oliver Matison is a CFP® professional with 30 years of experience in financial advising. He is currently with Beacon Financial Group, where he has worked since 2014, and has held prior roles at Kestra Advisory, USAA Financial Planning Services, and Fidelity. Beacon Financial Group provides wealth management, financial planning, retirement, and trust consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business organizations. The firm manages discretionary portfolios using a combination of fundamental, technical, and cyclical analysis, and offers financial planning alongside asset management.

Daniel Harper is a financial advisor at Lexington Hill Partners, LLC in Dallas, TX, holding a Series 65 designation. He has been with Lexington Hill Partners since 2022 and has no prior industry experience before joining the firm. Lexington Hill Partners provides wealth management and investment advisory services primarily to individuals and high-net-worth families. The firm emphasizes long-term, low-turnover portfolios with diversified asset allocation and offers discretionary portfolio management alongside tailored consulting services for complex family needs.

Christopher Colon is a CFP® with 13 years of industry experience, currently serving at Parkway Wealth Management Group, LLC. His prior experience includes roles at Morgan Stanley from 2012 to 2018 and multiple positions within Parkway and Raymond James Financial Services. He is also licensed as an independent insurance agent through Once 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, and institutional clients. The firm employs a personalized investment approach with diversified portfolios and offers services such as portfolio management, financial planning, and 401(k) advisory.

Christopher Caporaletti is a financial advisor with Bright Wealth Management, LLC in Lewisville, TX. He holds Series 63 and Series 65 credentials and has 13 years of industry experience. His prior roles include positions at Equitable Advisors, Axa Advisors, and Inwood Asset Management. Bright Wealth Management, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $265 million across about 175 clients and employs discretionary portfolio management with tailored asset-allocation models using a variety of investment vehicles.

Hannah Ellis is a financial advisor with Kingstone Capital Partners Texas, LLC, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Her prior roles include positions at Letter Technologies Inc and KeyBank. Kingstone Capital Partners Texas provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm uses a fundamental bottom-up research process combined with a top-down allocation view and employs derivatives and leveraged ETFs in separately managed accounts as part of its risk management strategy.

Taylor Fazand is a CFP® with 11 years of experience in financial advisory. He has been with Guidestone Financial Resources since 2013. GuideStone Advisors, LLC 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 uses model portfolios and discretionary management with a faith-based investing policy and manages approximately $1.59 billion in discretionary assets.

Thomas Murphy is a CFP® and ChFC® with 30 years of industry experience, currently serving as an advisor at Murphy & Sylvest in Dallas, TX. He has been with Sylvest Advisors, LLC since 2013 and operates a separate life and health insurance agency under Thomas E Murphy, CFP, LLC dba NTFPA. Murphy & Sylvest provides portfolio management, financial planning, and project-based consultations to individuals, high-net-worth clients, and charitable organizations. The firm follows a long-term, strategic asset allocation approach using various analytical methods and offers a range of investment products including mutual funds, equities, fixed income, ETFs, REITs, and insurance products.

Russell Travis is a financial advisor at Crescent Advisor Group, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Crescent Advisor Group since 2012, also serving at Crescent Securities Group since 2001. Outside of advisory work, he is Vice President of Retail Operations at Crescent Securities Group, overseeing broker-dealer operations and assisting with compliance. Crescent Advisor Group, Inc. provides financial planning and portfolio management to a diverse client base, including individuals, families, pension plans, trusts, and institutions. The firm employs a combination of technical and fundamental analysis across various investment strategies and distinguishes itself through a network of affiliated business lines and professionals.

Colter Pohlman is a financial advisor at Lemnis Capital with a Series 66 designation and one year of industry experience. His background includes roles at Innovation Partners LLC and AG Texas Farm Credit Services, as well as entrepreneurship with Pohlman Cattle Company. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and institutional clients. The firm uses model portfolios and customized asset allocation, offering both discretionary and non-discretionary management along with subscription-based financial planning memberships.

Matthew Bouton is a financial advisor at Lemnis Capital with a Series 66 designation and one year of industry experience. His career background includes roles at Innovation Partners LLC, Texas A&M University, and Estes Express Lines. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other business and institutional clients. The firm uses model portfolios and customized asset allocations, relies on third-party platforms and strategists, and offers a subscription-based financial planning membership that includes ongoing education and decision support.

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.

William Driscoll is a financial advisor at Signal Securities, Inc. with 26 years of industry experience. He holds a Series 66 designation and has been with Signal Securities since 1999. In addition to his advisory role, Driscoll has operated his own CPA practice since 1988 and is involved in insurance sales and management accounting for medical and office buildings. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm emphasizes risk management through diversified, model-based portfolios and a consultative approach tailored to clients' financial goals and risk tolerance.

Nancy Dixon is a financial advisor with Sanders Morris LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at Tectonic Advisors LLC, J.P. Morgan Securities, Banc of America, and Morgan Stanley. Sanders Morris LLC provides investment advisory and related services to individuals, high-net-worth clients, pooled investment vehicles, retirement plan sponsors, trusts, estates, and business entities. The firm offers portfolio management primarily through wrap-fee programs, financial planning, retirement plan investment management, brokerage, underwriting, and insurance placement through an affiliated insurance agency.

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.

Richard Stainsby is a CFP® with 36 years of industry experience, currently with WealthStar Advisors, LLC. His prior work includes roles at Mercer Global Advisors, SPC, Sigma Financial Corporation, Ameriprise Financial Services, and MSI Financial Services. He operates a business under the name Upstream Investment Partners and is an independently licensed insurance agent appointed with various insurance companies. WealthStar Advisors provides investment advice and financial planning to individuals, high-net-worth clients, and small business owners, employing a quantitatively informed, customized approach that incorporates derivatives and long-dated options as part of its discretionary portfolio management.

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.