Ryan Blair is a CFP® professional with 17 years of industry experience and has been with SFMG Wealth Advisors since 2006. He is part-owner of Confidence Period, LLC, an investment-related entity based in Plano, Texas, though he does not actively manage it. 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 a variety of investment options including mutual funds, ETFs, private equity, and private credit, using a centralized Investment Committee to guide strategic and tactical asset allocation.

Paul Nolte is a CFA® charterholder with 17 years of industry experience. He is currently with Murphy & Sylvest, where he has worked since 2023, following nine years at Kingsview Asset Management, LLC. Located in Dallas, TX, Nolte holds Series 63 and Series 66 licenses. Murphy & Sylvest provides portfolio management, financial planning, and project-based consulting to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined investment process that combines strategic asset allocation with fundamental and quantitative analysis, typically using a long-term, buy-and-hold approach supported by written Investment Policy Statements.

Earl Castleman is a financial advisor at Signal Securities, Inc. in Plano, TX, holding a Series 63 designation with 50 years of industry experience. He has been with Signal Securities since 2005. Signal Securities, Inc. provides fee-based asset management and financial planning to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and a consultative process to tailor model portfolios or investment mixes, primarily implementing strategies on a non-discretionary basis with a focus on long-term asset allocation and periodic rebalancing.

James Pacholek is a CFP®-certified advisor with 25 years of industry experience. He is a member of the six-advisor team at CMG Wealth Management in Plano, TX. Prior to joining CMG, Pacholek held roles at Purshe Kaplan Sterling Investments, Wells Fargo Advisors, Citigroup Global Markets, and Fidelity. Outside of his advisory work, he serves as president and pastor of First Pentecostal Church of Dallas and leads The Apothecary, a preaching ministry. CMG Wealth Management serves individuals, nonprofits, corporations, and other entities with asset management, retirement-plan consulting, and due diligence on private investments. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory to manage separately tailored accounts.

Ryan Dilworth is a CFA® charterholder with 19 years of industry experience. He is currently with Requisite Capital Management LLC, where he has worked since 2017. Prior to that, he held positions at UBS Financial Services and Morgan Stanley. Requisite Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pooled investment vehicles, combining fundamental and technical analysis with a flexible investment approach that includes ETFs, equities, fixed income, options, private equity, and private credit funds.

Joshua Wardle is a financial advisor with Parkway Wealth Management Group, LLC in Plano, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Cabot Lodge Securities LLC, Raymond James Financial Services, and Uptick Partners, LLC. Outside of his advisory work, he operates an independent contractor business, Wardle Wisdom LLC, which is used for tax purposes. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and institutional clients. The firm employs a holistic, personalized investment approach with diversified portfolios across various asset classes, managing accounts primarily on a discretionary basis.

Gary Bradshaw is a financial advisor with First Dallas Securities Incorporated in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at First Dallas Securities since 1990 and at Hodges Capital Management since 2001. Outside of his advisory role, Bradshaw owns and operates a cattle ranch in Cayuga, TX, and serves as a board member of the Soaring Eagle Center, a nonprofit organization in DeSoto, TX. First Dallas Securities serves individual and institutional clients, offering discretionary portfolio management focused on equity securities with a combination of fundamental and technical analysis. The firm manages approximately $398 million in assets and operates through a small advisory team.

Jackson Mc Daniel is a financial advisor with Moss, Luse & Womble, LLC, holding a Series 65 designation and having 10 years of industry experience. He has been with Moss, Luse & Womble since 2015. Moss, Luse & Womble serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages client portfolios on a discretionary basis using tactical allocation strategies focused on ETFs and mutual funds, offering financial planning, pension consulting, and estate planning supported by technology tools.

Olivia Kriscunas is a CFA® charterholder with 12 years of experience at Paratus Financial, Inc., where she has been advising clients since 2014. Based in Dallas, TX, she works within a two-advisor team at the firm. Paratus Financial, Inc. provides comprehensive financial planning and portfolio management services to high-net-worth individuals, families, trusts, estates, retirement plans, endowments, corporations, and charitable organizations. The firm employs a fundamental, long-term buy-and-hold investment strategy focused on mutual funds and ETFs, with a fee model based on annual contracts rather than percentage-of-assets under management.

James Howard is a PFS™ credentialed financial advisor with over 31 years of industry experience. He has been with Howard Financial Services, Ltd. since 1994 and also serves as president of Howard, LLP, a CPA firm he founded in 1981. Howard Financial Services, Ltd. is a fee-only wealth management firm serving high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm offers personalized investment management and financial planning through its Wealth Management and Capital Partners divisions, typically implementing strategic asset allocation with discretionary portfolio management.

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.

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.

Billy Sims Jr. is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. He has worked at ISC Advisors since 2019 and previously spent 30 years with Brazos Securities, Inc. ISC Advisors serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, foundations, and other U.S. and international institutions. The firm offers portfolio management, financial planning, and pension consulting, with a notable portion of assets managed on a non-discretionary basis and an affiliated pension consulting and insurance business providing fiduciary and plan-design services.

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 at Bright Wealth Management, LLC with 13 years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at firms including 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 for around 175 clients through a team of seven advisors, using tailored asset-allocation models and discretionary portfolio management that incorporates a variety of investment vehicles and active supervision.

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.