Todd Berger is a financial advisor with SteadTrust, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at B. Riley Wealth Management, National Securities Corporation, and United Advisors Services. He is also involved with RDL Wealth Management LLC, a financial securities business conducted through SteadTrust. SteadTrust LLC is a team advisory firm managing approximately $439 million with nine advisors, serving individuals, high-net-worth clients, pension plans, and business entities. The firm offers portfolio management, financial planning, and pension consulting, using a range of investment strategies and typically managing accounts on a discretionary basis.

Paul Heemann is a financial advisor at WSA Affiliates, LLC in Dallas, TX, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has been with WSA Affiliates since 2011. Outside of advisory work, he conducts limited administrative services for Robbins, Cobb, Jenkins and Assoc. PLLC. WSA Affiliates provides advisory referral and financial planning services to individual and high-net-worth clients, focusing on assessing client needs and coordinating referrals to other advisors. The firm operates with a small team and does not manage client assets directly.

Julie Nielsen is a Series 65 licensed advisor at Vann Equity Management LLC in Plano, TX, with six years of industry experience. Her prior work includes roles at Edward Jones, LPL Financial dba PWG Financial, and several other firms. She also works part-time as an administrative assistant at Edward Jones in a non-investment capacity. Vann Equity Management LLC is a mid-sized, SEC-registered investment adviser serving individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a blend of model-based and customized strategies across various asset classes and incorporates sub-advisory relationships for specialized real estate investments.

Paul Ruedi is a CFP® with 12 years of industry experience and is the principal advisor at Ruedi Wealth Management, Inc., where he has worked since 2015. He holds a Series 65 license and is based in The Colony, TX. Outside of his advisory role, he manages a short-term rental property in Galveston, TX. Ruedi Wealth Management, Inc. is an SEC-registered firm that provides discretionary portfolio management and financial planning to individuals, trusts, retirement plans, and corporations. The firm manages approximately $432 million in assets and focuses on diversified, buy-and-hold portfolios using primarily passive mutual funds and ETFs, with an emphasis on asset allocation, periodic rebalancing, and tax-sensitive trading.

Chad Bailey is a CFA® charterholder with 18 years of industry experience, currently serving at GuideStone Advisors since 2008. He holds Series 63 and 65 licenses and has worked within various GuideStone entities for over 20 years. GuideStone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, utilizing model portfolios with a faith-based investing policy and a range of discretionary and managed-account programs.

John Jackson III is a financial advisor at Madden Asset Management in Dallas, TX, holding Series 63 and Series 65 designations with 32 years of industry experience. He has worked at Madden Securities Corporation since 2002. Madden Asset Management provides discretionary and non-discretionary investment supervisory services and consulting to individuals, corporations, trusts, estates, foundations, and other organizations. The firm develops client-specific investment policies and allocates assets across multiple instruments using both fundamental and technical analysis.

Spencer McGowan is a financial advisor with McGowan Group Asset Management, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been affiliated with SPIRE Securities, LLC and McGowan Asset Management, Inc. since 2010. Outside of investment management, he is president and primary shareholder of McGowan Publishing Company, Inc., which owns the International Bond Exchange website and NetWorthRadio broadcasts. McGowan Group Asset Management, Inc. is an eight-advisor team providing fee-based asset management and advisory services to individual and high-net-worth investors, trusts, retirement plans, and business entities. The firm employs a model-driven, multi-asset class investment approach with discretionary portfolio management and a formal wrap-fee program.

Landry Thompson is a financial advisor at Generational Wealth Advisors in Richardson, TX, holding a Series 65 designation with two years of industry experience. Prior to joining the firm, Landry worked in retail and food service roles while completing academic studies. 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 institutional mutual funds, ETFs, separately managed accounts, and alternative investments.

Katie Bosler is a financial advisor at Apeiron with seven years of industry experience. She holds the Series 66 designation and has worked at firms including Atlas Wealth, Raymond James & Associates, Truist Advisory Services, and BB&T Securities. Apeiron provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts and estates, retirement plans, small businesses, churches, and other institutional clients. The firm employs a holistic, discretionary approach to portfolio management, utilizing various methods of analysis and offering a broad range of investment options while acting as a fiduciary for retirement accounts.

Cody Lummus is a financial advisor at Delos Private Client Group, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Lear Investment Management. Outside of his advisory role, he serves as co-trustee for his parents' trust and is a licensed insurance agent. Delos Private Client Group, LLC provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension plans, and charitable organizations. The firm uses a range of investment approaches including technical, fundamental, and cyclical analysis, and offers an Institutional Research subscription for wealth advisors and institutional clients.

Mark Krehel is a CFP® and holds a Series 65 license with five years of industry experience. He currently serves as a financial advisor at Main Street Retirement Planning, LLC and previously worked at Retirement Planners of America, Equinor, and Apache Corporation. In addition to his advisory role, he is also licensed as an insurance agent. Main Street Retirement Planning, LLC provides discretionary portfolio management and financial planning services to individuals, high net worth clients, plan participants, and institutions. The firm employs a tactical, trend-based investment approach using SEI mutual funds and emphasizes regular monitoring and rebalancing of client accounts.

Keith Rhodus is a financial advisor with Clare Market Investments, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Clare Market Investments since 2015. Outside of advisory services, he is involved in insurance sales on a limited basis. Clare Market Investments provides discretionary investment management, financial planning, and oversight of unaffiliated sub-advisors for individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a primarily long-term investment approach based on fundamental analysis, supplemented by technical and cyclical inputs, managing approximately $556 million in discretionary assets.

Thomas Keeling is a financial advisor at Delos Private Client Group, LLC in Dallas, TX, holding a Series 66 designation with 8 years of industry experience. His prior roles include positions at Delos Wealth Advisors, LLC, Robert Baird & Co., Stryker Orthopaedics, and Appalachian Mineral Partners. He is also an independent licensed insurance agent specializing in life, accident, health, and HMO lines. Delos Private Client Group, LLC provides discretionary portfolio management, financial planning, pension consulting, and third-party money manager selection for individuals, pension plans, and charitable organizations. The firm offers a paid Institutional Research subscription delivering macroeconomic commentary and asset-allocation recommendations to wealth advisors and institutional clients.

Ami Baxter is a CFP® professional with seven years of industry experience, currently serving as an advisor at Perryman Financial Advisory, Inc. since 2019. Prior to joining Perryman, Ami worked for three years at Kantar Media. Perryman Financial Advisory, Inc. is an SEC-registered investment adviser managing just over $1 billion for approximately 510 clients through a team of eight advisors. The firm offers discretionary portfolio management and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, and institutional clients, employing both fundamental and technical analysis to construct diversified portfolios that include a variety of investment types and alternatives.

John Lopez is a financial advisor at Eagle Financial Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Eagle Financial Advisors since 2015 and Eagle Financial Group since 2019. His career also includes 12 years at CLA USA Inc. and over two decades as an independent insurance agent. Eagle Financial Advisors, LLC serves individuals, high-net-worth clients, trusts, corporations, and other entities by providing portfolio management and third-party manager selection. The firm manages approximately $113 million in assets, primarily on a non-discretionary basis, using quantitative methods, third-party research, and client-specific investment policies.

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.

William Tyler Jr. is a CFP® and ChFC® with 29 years of experience in financial advising. He is currently with Aspen Creek Wealth Management, LLC and previously led Tyler Wealth Management, LLC and Tyler Financial Network. In addition to his advisory work, he is an independent insurance agent. Aspen Creek Wealth Management provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, business owners, and plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis and collaborates with third-party managers while maintaining final responsibility for client accounts.

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.