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.

Elise Henderson is a financial advisor with Spectrum Advisors, Inc. in Plano, TX. She holds a Series 65 designation and has one year of industry experience, including prior roles at CX Institutional, CD Wealth Management, and Schuster Financial Services. Spectrum Advisors serves individuals, families, trusts, estates, charitable organizations, private business owners, and qualified retirement plans with portfolio management, financial planning, and consulting services. The firm manages approximately $160 million in assets, emphasizes customized asset allocation, and is notable for operating five offices and offering educational seminars for clients nearing or in retirement.

Cynthia Besek is a financial advisor with MIAI, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with MIAI, Inc. since 2002 and also serves as Senior Vice President and Chief Operating Officer of Maplewood Investment Advisors, Inc. in Dallas. MIAI, Inc. is an SEC-registered investment adviser managing approximately $235 million for nearly 300 clients through a team of five advisors. The firm serves individuals, trusts, estates, corporations, charitable organizations, and retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting with strategies that include fundamental and technical analysis, long- and short-term trading, and options.

Roddy Warren is a financial advisor at Astra Wealth Management Group with 13 years of industry experience. He holds the CFP® designation and Series 65 license. His prior experience includes roles at Avior Wealth Management and Stowe Financial Planning. Astra Wealth Management 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 that may include mutual funds, ETFs, individual securities, options, structured products, and alternatives.

Timothy Stansbury is a financial advisor at Orion Wealth Management LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at SG Long & Company for 11 years before joining Orion Wealth Management and LPL Financial in 2025. Orion Wealth Management LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients, combining fundamental, quantitative, and technical analysis with modern portfolio theory. The firm offers ongoing client oversight and utilizes both discretionary and non-discretionary account management, including sponsorship of a wrap fee program.

James Torrey is a financial advisor at The Watchman Group, Inc. in Plano, TX, with 22 years of industry experience. He holds the Series 63 designation and has worked at The Watchman Group since 2019, following a 35-year tenure at Cornerstone Advisory Corporation. The Watchman Group provides fee-only wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes customized, asset-allocation-driven portfolios using fundamental, quantitative, and qualitative analysis, and employs primarily discretionary strategies with a range of investment tools and products.

Scott Schwitzer is a financial advisor at Peak American Investment Advisors, Inc. in Plano, TX, holding a Series 66 designation with 17 years of industry experience. His prior roles include positions at Fisher Investments and LPL Financial. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary wealth management and comprehensive financial planning, incorporating retirement tax strategy, insurance coordination, and estate and legacy planning. The firm uses a combined technical and fundamental analysis approach and integrates tax strategy and insurance coordination into retirement and income planning.

Salvador Sanchez is a financial advisor at View Capital RIA, LP in Dallas, TX, holding Series 65 and Series 63 licenses with 15 years of industry experience. He has been with View Capital since 2011 and previously worked at Vca Securities, Lp. Sanchez serves on the board of Cuentas Ok Sapi de CV, a non-investment-related business based in Mexico City. View Capital RIA, LP manages approximately $1.82 billion for individuals, ultra-high-net-worth families, institutions, and pooled investment vehicles. The firm offers advisory and consulting services through tailored programs, combining fundamental and technical analysis, asset allocation modeling, and independent manager due diligence.

Janet Griffith is a CFP® and Series 65-licensed advisor with nine years of industry experience, currently with AssetBuilder, Inc. She has been with AssetBuilder since 2017 and previously worked for 15 years at Canyon Creek Baptist Church. AssetBuilder, Inc. is a fee-only, SEC-registered investment adviser managing approximately $813 million through a team of eight advisors. The firm serves individual clients and other account types, using a buy-and-hold approach based on modern portfolio theory with diversified asset allocation primarily in mutual funds, ETFs, and cash.

Henry Henderson is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Institutional Securities Corp since 2001 and has been with ISC Advisors since 2013. 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 and utilizes a range of model portfolios, mutual funds, and ETFs, with oversight maintained by an Investment Committee.

David Ackerman is a CFP®, CFA®, and Series 65 credentialed advisor with 22 years of industry experience. He has been with Ackerman Capital Advisors, LLC since 2002. Ackerman Capital Management provides wealth management services to high-net-worth individuals, families, trusts, corporations, charitable entities, and certain pension plans. The firm offers actively managed portfolios primarily using ETFs and no-load mutual funds, along with comprehensive financial planning and retirement plan consulting. It also sponsors and advises private pooled funds, including a municipal bond fund and a multi-strategy digital-asset fund.

Brian Haselden is a ChFC® credentialed advisor at ISC Advisors, Inc. in Dallas, TX, with 28 years of industry experience. He has worked with Doucet Asset Management and Institutional Securities Corp since 2016. Outside of his advisory role, Haselden operates a fixed life insurance brokerage serving non-ISC licensed agents. ISC Advisors, Inc. serves individuals, high-net-worth clients, corporate plans, and institutions, managing approximately $1.6 billion in assets through 27 advisors. The firm offers portfolio management, financial planning, and pension consulting, with a notable portion of assets managed on a non-discretionary basis and provides advisory models via the Empower platform.

Elizabeth Rauschmayer is a financial advisor with Parkway Wealth Management Group, LLC in Plano, TX. She holds a Series 65 designation and has one year of industry experience. Prior to her role at Parkway, she was with Cabot Lodge Securities, LLC. Outside of finance, she is involved with the 4/4 School of Music. Parkway Wealth Management Group manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and other institutional clients. The firm employs a holistic, personalized investment approach with diversified portfolios and offers portfolio management, comprehensive financial planning, 401(k) plan advisory services, and ad hoc financial consulting.

Jennifer Vendryes is a financial advisor at Eagle Financial Advisors, LLC with one year of industry experience. She holds the Series 65 designation. Her prior work includes four years at Methodist Medical Center and over two decades at Silver Tree Financial. Eagle Financial Advisors, LLC serves individuals, high-net-worth clients, trusts, corporations, and other business entities by providing portfolio management and selection or solicitation of third-party managers. The firm manages approximately $113 million in assets, primarily on a non-discretionary basis, using quantitative techniques, third-party research, and client-specific investment policies.

Holly Lansidel is a CFP®-designated financial advisor at Burford Brothers, Inc. in Dallas, TX, with five years of industry experience. She has worked at Burford Brothers since 2021 and previously held roles in consulting and the food service industry. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, and retirement plans with discretionary asset management, retirement plan consulting, and financial consulting. The firm offers tailored investment advice across various asset classes and operates a multi-family office division for ultra-high-net-worth clients.

Brooke Chandler is a financial advisor at Bright Wealth Management, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at Parkway C&A, LP and the City of The Colony. 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 for about 175 clients through a team of seven advisors, providing discretionary portfolio management with tailored asset-allocation models and ongoing portfolio supervision.

Grant Winger is a financial advisor at Insight Wealth Partners in Plano, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at The Vanguard Group and various self-employed positions. Insight Wealth Partners serves individuals, trusts, retirement plans, and businesses by providing financial planning, portfolio management, pension consulting, and referrals to third-party money managers. The firm employs a blend of Modern Portfolio Theory–based asset allocation and satellite strategies, including a Synthetic Equity Portfolio, and offers both discretionary and non-discretionary account management.