Ariana Marek is a financial advisor at Beacon Financial Group in Dallas, TX, with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill, Bank of America, and Apex Fintech Solutions prior to joining Beacon Retirement Planning Services Inc. Ariana’s background includes roles in both financial services and education. Beacon Financial Group provides wealth management, financial planning, and retirement and trust consulting to individuals, high-net-worth clients, and institutions. The firm employs a combination of fundamental, technical, and cyclical analysis to customize portfolios according to client goals and risk tolerance.

Robert St Claire is a financial advisor with CFO4Life in Coppell, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and Blume Capital Management. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities by providing comprehensive financial planning, discretionary investment management, retirement plan advisory, corporate financial wellness programs, and cash-management solutions. The firm emphasizes diversified asset allocation and uses technology platforms like Morningstar, BlackRock’s Aladdin, and Orion to monitor portfolios.

Carson Wright is a CFP® professional with one year of industry experience, currently serving at Cypress Point Wealth Management, LLC since 2022. Based in Dallas, TX, he is part of a four-advisor team. Prior to joining Cypress Point, he was a student from 2013 to 2022. Cypress Point Wealth Management serves high-net-worth individuals, families, trusts, and family office clients, offering financial planning, discretionary investment management, family office services, and private fund-related advisory and administrative services. The firm employs a long-term, low-turnover investment approach focused on diversified, balanced portfolios with an emphasis on asset allocation, tax efficiency, and the use of independent managers and private funds.

John Congdon is a Series 65-licensed advisor at Peak American Investment Advisors, Inc. in Plano, TX, with six years of industry experience. He has been with Peak American Investment Advisors since 2020 and is also involved with Peak American Financial Group, Inc. as a Client Solutions Manager focused on insurance sales. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning, integrating retirement tax strategy, insurance coordination, and estate planning. The firm employs a blend of technical and fundamental analysis and uses a third-party platform to support portfolio management and client services.

Nathan Hilliard is a CFP® at Moss, Luse & Womble, LLC with over eight years of experience in the financial services industry. Prior to joining Moss, Luse & Womble, he worked at Level Legal for three years and PricewaterhouseCoopers for six years. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, financial planning, and pension consulting. The firm uses a tactical allocation approach based on fundamental analysis and proprietary investment models tailored to client risk profiles, offering integrated services including accounting and tax preparation.

Craig Hodges is a financial advisor with First Dallas Securities Incorporated and holds Series 63 and Series 65 credentials. He has 39 years of industry experience, including 37 years with First Dallas Securities and 28 years running Hodges Capital Management Inc. Hodges serves on the board of a privately held technology company and participates in local nonprofit organizations including the YMCA of Metropolitan Dallas Investment Foundation Committee and the North Texas Crime Commission. First Dallas Securities serves individual, high-net-worth, and institutional clients through discretionary portfolio management and related advisory services. The firm emphasizes domestic equity securities and employs a combination of fundamental and technical analysis to guide investment decisions.

Michael Dotti is a financial advisor at Aspen Creek Wealth Management, LLC with three years of industry experience. Prior to his advisory career, he worked for nearly three decades at North Country Family Practice PA. He is also involved in private investment partnerships and serves as a life insurance agent. Aspen Creek Wealth Management provides discretionary portfolio management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, business owners, and plan sponsors. The firm employs a variety of analytical methods and offers access to third-party managers while maintaining responsibility for client portfolios.

Shashin Shah is a CFP® and CFA® with 32 years of industry experience, currently serving at SFMG Wealth Advisors since 2016. He participates as an ambassador for the CFP Board and contributes to the Investments and Wealth Institute as well as Wiley's CIMA review and guide. Shah is also a part-owner of Confidence Period, LLC, a private investment entity based in Plano, Texas, though he has no active management role. SFMG Wealth Advisors is a Dallas-area wealth management firm managing approximately $2.96 billion in client assets with an 18-advisor team. The firm offers personalized wealth management combining financial planning and portfolio management for individuals, families, retirement plans, trusts, and corporate clients through a planning-first process and a centralized Investment Committee that applies strategic asset allocation and tactical adjustments.

Justin Elovitz is a financial advisor at Lemnis Capital with one year of industry experience. He holds a Series 66 designation and has previously worked at Innovation Partners LLC and Equitable Advisors, LLC. Prior to his financial services career, he held various roles including at Bent Tree Country Club and several educational institutions. Lemnis Capital is an SEC-registered advisory firm managing approximately $97.9 million for about 352 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and direct indexing solutions, serving individuals, retirement plans, trusts, and other entities through a combination of model portfolios and customized asset-allocation strategies.

Lynn Hebert is a CFP®-designated financial advisor at Perryman Financial Advisory, Inc. in Dallas, TX, with four years of industry experience. Prior to joining Perryman, Hebert worked for eight years at Lufkin Independent School District. Perryman Financial Advisory, Inc. is an SEC-registered investment adviser with a six-advisor team managing approximately $796 million for individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan services, utilizing a combination of fundamental and technical analysis alongside ongoing portfolio monitoring and rebalancing.

Max Tiraboschi is a financial advisor at GDS Wealth Management with a Series 65 credential and one year of industry experience. Before joining GDS Wealth Management in 2025, he worked at Northwestern Mutual Investment Services LLC and held positions in automotive sales and marketing. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets across a multi-advisor team, using model portfolios based on Raymond James research that range from balanced to fully equity-focused allocations.

Cameron Teel is a CFP® with two years of industry experience, currently serving as an advisor at Moss, Luse & Womble, LLC. His background includes roles at Howard, LLP and BKD, LLP, as well as experience in accounting and education sectors. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and pension consulting. The firm uses a tactical allocation approach based on fundamental analysis and proprietary investment models to align portfolios with client risk profiles.

Mark Filardi is a financial advisor with Astra Wealth Management Group in Plano, TX, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Filardi is involved as a partner in Astra Wealth Management Group and owns companies operating as registered investment advisors. Astra Wealth Management Group provides wealth management, investment management, financial planning, retirement plan advisory, and a subscription-based consulting service to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified portfolios and incorporates options and derivatives in separately managed accounts.

Jane Murphy is a financial advisor at Tandem Wealth Advisors in Dallas, TX, holding Series 63 and Series 65 licenses with six years at Tandem and a total of 16 years in the industry. Prior to joining Tandem, she spent ten years at Acceleration Retirement LLC. She is a 50% owner of Acceleration Retirement LLC, where she is involved in lead generation and consulting. Tandem Wealth Advisors is an employee-owned SEC-registered investment adviser that provides discretionary investment management and financial planning to individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm employs a combined top-down and bottom-up research approach to build diversified portfolios emphasizing ETFs, individual equities, and investment-grade fixed income.

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.

Jason Freeby is a financial advisor at GDS Wealth Management with the designations ChFC® and Series 66. He has one year of experience in the financial industry, having previously served in the United States Marine Corps for 31 years. He is also involved in managing a rental real estate property outside of his advisory role. 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 and uses model portfolios supported by research from Raymond James, focusing on asset allocation rather than individual security analysis.

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 has worked at GuideStone Financial Resources, Wells Nelson & Associates, LLC, and TAYLOR STEPHENS, Inc. Outside of her advisory role, she works part-time helping with 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 offers a range of programs that incorporate affiliated GuideStone Funds within a faith-based investing framework and integrates model portfolios with third-party investment options.

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.

Ian Fritz is a financial advisor at Castleview Partners, LLC in Dallas, TX, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Fisher Investments. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, offering both discretionary portfolio management and access to third-party money managers. The firm uses a combination of internally managed models, third-party model marketplaces, and direct holdings, supported by its aiAlpha platform which delivers operational and trading services to Castleview-managed and external accounts.

Ryan Wood is a CFP® with 15 years of industry experience. He currently serves at Lemnis Capital and Innovation Partners LLC and previously worked at Equitable Advisors and Axa Advisors. Lemnis Capital is an SEC-registered advisory firm managing approximately $97.9 million for around 352 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and direct indexing solutions for individuals, retirement plans, and trusts, using both model portfolios and customized strategies.