William Stahl Jr. is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Storgate, LLC since 2025. Prior to joining Storgate, he spent 25 years at Bessemer Trust Company. Storgate provides wealth advisory and investment management services primarily to ultra-high-net-worth individuals, families, foundations, and trusts. The firm employs a bespoke, long-term investment approach emphasizing diversified portfolios across public and private markets, including private equity and alternative investments, supported by its Storgate 360° platform for consolidated reporting and oversight.

Andrew Gularte is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is currently with Titleist Asset Management, LLC and its affiliated entities, having joined in 2026. His prior experience includes roles at AW Securities, Allworth Financial, Fidelity Brokerage Services, F45 Training, and MedImpact. Titleist Asset Management, LLC is an SEC-registered investment adviser serving individuals, trusts, estates, and retirement plan sponsors. The firm manages approximately $2.43 billion for about 1,600 clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services through a multi-advisor team approach.

William Taylor is a financial advisor at Hartmann Taylor Wealth Management, LLC in Dallas, TX, holding a Series 63 designation with 27 years of industry experience. He previously worked at Cypress Wealth Management, LLC for 13 years and has served on nonprofit boards such as the Dallas A&M Club and the 12th Man Foundation. Taylor is also involved with Round Rock Independent School District and maintains a role as an independent insurance agent. Hartmann Taylor Wealth Management provides asset management, financial planning, and family office services to individual and high-net-worth clients. The firm employs a long-term investment approach based on Modern Portfolio Theory and offers customized planning solutions with coordination among clients' other advisors.

Santiago Fernandez Sordo is a financial advisor at FESC Asset Management LLC with nine years of industry experience. He holds a Series 65 designation and has worked in several financial institutions, including Scotiabank and Banorte. He also serves as Deputy Director of Economic Analysis at Intercam, where he conducts macroeconomic research and analysis. FESC Asset Management provides discretionary portfolio management and investment supervision for individual clients and selected entities, employing a flexible, multi-asset global macro strategy that includes long and short positions across various asset classes. The firm combines quantitative analysis and algorithmic trading, manages accounts on a discretionary basis, and engages in complex, cross-border markets with a focus on performance-fee arrangements and operational ties to Mexico.

Matthew Cloud is a financial advisor at R.J. Cloud Advisors & Company in Dallas, TX, holding a Series 65 designation with one year of industry experience. He also operates MGC Law Firm PLLC as a sole practitioner, focusing on estate planning and general law. His background includes legal practice and academic roles connected to Baylor University. R.J. Cloud Advisors & Company provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and nonprofit organizations, including family office and retirement plan consulting. The firm manages approximately $150.7 million in client assets using a long-term, factor-based investment approach grounded in modern portfolio theory, primarily utilizing mutual funds and ETFs.

Randy Humphreys II is a financial advisor with Glynn Capital Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. He has previously worked at Citigroup Global Markets and Woodforest National Bank, where he served as Executive Vice President. Humphreys also leads Glynn Consulting Services, providing consulting to small family offices. Glynn Capital Advisors is a small, state-registered firm that serves family offices, high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm uses a tactical asset allocation approach and operates on a non-discretionary basis, focusing on hands-on consulting for alternative investments and family-office services.

Carlos Butcher is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Birch Capital Management, LLC since 2019 and previously spent seven years at Taylor Investment, Ltd. He is based in Fort Worth, TX. Birch Capital Management, LLC offers discretionary and non-discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, foundations, and a corporation. The firm manages approximately $260 million in assets and focuses on customized portfolios that include a variety of investment types, along with trustee and financial planning services.

Carter McMillan is the sole advisor at McMillan Capital Management, LLC in Dallas, TX, holding the CFA® designation along with Series 63 and Series 66 licenses. He has 18 years of industry experience and has led his firm since 2007. Outside of his advisory role, he is a member of MHP Ventures I, LLC and MHP Ventures II, LLC. McMillan Capital Management provides discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, family entities, and charitable organizations. The firm employs a fundamentally driven investment process focused on intrinsic value and offers a range of strategies including equities, bonds, options, and private investments, with an emphasis on tax efficiency and customized client management.

Cory Falade is a financial advisor at Wealth More Enterprise, Inc. with two years of industry experience. He holds a Series 65 credential and previously worked at Freeman Capital. Outside of his advisory role, he serves as an Accounting Manager at Stream Realty, a commercial real estate firm. Wealth More Enterprise provides investment advisory and financial planning services to individual U.S. investors through a primarily digital platform. The firm uses proprietary software and algorithms to manage discretionary, ETF- and mutual fund-based portfolios and offers clients tiered plans with in-app access to human advisors.

Yancey Seitz is a financial advisor at Greenfield Seitz Capital Management, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Greenfield Seitz since 2009. Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals, pension and profit-sharing plans, and government entities, managing approximately $363 million in assets. The firm uses fundamental analysis and a combination of asset allocation and individual security selection, including advanced strategies such as short sales and options writing, all conducted on a discretionary basis with regular reviews.

Justin Ross is a financial advisor at Unifimoney RIA based in Dallas, TX, holding a Series 66 designation with over seven years of industry experience. His prior roles include positions at Kinly Advisors, J.P. Morgan Securities, Robert W. Baird & Co., and Wells Fargo. He also worked at Johnson C Smith University for two years. Unifimoney RIA provides portfolio management and financial-planning services primarily to individual clients through an internet-first delivery model. The firm manages predominantly non-discretionary accounts with a focus on equity investments and serves a client base without high-net-worth individuals.

Taylor Dennis is a CFP® certificant with nine years of industry experience, currently serving as an advisor at Altius Financial, Inc. in Dallas, TX, where he has worked since 2016. Altius Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, estates, trusts, charitable organizations, foundations, and institutions, managing approximately $212 million in discretionary assets. The firm emphasizes active management focused on equities and fundamental valuation, offering ongoing portfolio supervision, periodic reporting, and coordination with outside professionals for estate, tax, and insurance matters.

Eric Meyer is a financial advisor at Greenfield Seitz Capital Management, LLC in Dallas, TX, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has been with Greenfield Seitz Capital Management since 2009. Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals, pension and profit-sharing plans, and government entities, managing approximately $363 million in discretionary assets. The firm uses fundamental analysis and employs strategies including asset allocation, individual security selection, and advanced instruments such as short sales and options writing, with all management conducted in-house on a discretionary basis.

Christian Guella is a CFP® with eight years of industry experience, currently serving at Trinity Financial Services, Inc. He has held roles at Applied Benefit Strategies, Mutual Securities, and Mass Mutual Investors Services, among others. Guella also works as an ICU nurse at Baylor University Medical Center. Trinity Financial Services serves individuals, businesses, pension and profit-sharing plans, and charitable organizations with discretionary asset management, financial planning, and ERISA retirement-plan advisory services. The firm uses fundamental and technical analysis alongside systematic rebalancing and tax-efficient strategies, and offers both fee-based advisory and commissioned insurance products.

Lan Dong is a CFA® charterholder and a financial advisor at Pinnacle Stream Capital LLC with four years of industry experience. Prior to joining Pinnacle Stream Capital in 2022, he worked at Westwood Holdings Group for 19 years. He is also a full-time student at The Master’s University. Pinnacle Stream Capital is a small, supported advisory firm that provides discretionary asset management and ongoing portfolio management primarily for high net worth individuals and institutional clients. The firm uses fundamental analysis and a combination of long-term, short-term, and trading strategies tailored to client objectives, conducting quarterly reviews and offering continuous monitoring and implementation of investment programs.

Elizabeth McMillan is a financial advisor with McMillan Capital Management, LLC in Dallas, TX, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. She has been with McMillan Capital Management since 2007. McMillan Capital Management provides discretionary investment management and portfolio planning services primarily to individuals, high net worth clients, trusts, family entities, and charitable organizations. The firm employs a fundamentally driven investment approach focused on intrinsic value and security selection, offering customized portfolios that may include equities, fixed income, ETFs, options, and private fund holdings.

Thomas Morgan is a financial advisor with Corps Capital Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside finance, he is involved in defense and national security as a partner at Integrity Partners and serves on the board of Ben AI, a publicly traded business-to-business AI technology company. Corps Capital Advisors serves primarily high-net-worth and accredited investors with discretionary and non-discretionary investment management, financial consulting, and advisory services. The firm focuses on customized portfolio construction with a long-term orientation, sponsors proprietary pooled funds, and manages approximately $147.8 million for about 20 clients.

Alexander Becker is a financial advisor at Codex Capital Asset Management, L.L.C. based in Dallas, TX. He holds the Series 63 designation and has two years of industry experience. Becker has been associated with Kings Point Capital Management since 2006. Codex Capital Asset Management provides discretionary, separately managed portfolio services primarily to high-net-worth individuals and pension or profit-sharing plans. The firm focuses on individualized portfolio management using fundamental, bottom-up analysis with a mix of buy-and-hold, value, and growth equity strategies across various market capitalizations, including international exposures.

Victor Russell is a financial advisor at Acribus Capital LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Mavros Capital Group, MGO Private Wealth, and JPMorgan entities. Russell is also an adjunct professor at Texas Christian University, where he teaches introductory financial management. Acribus Capital serves high-net-worth individuals, family offices, trusts, and select institutional clients by providing portfolio management, private wealth management, and customized family office services. The firm employs a range of investment strategies, including capital appreciation and option-based income, integrating multiple analytical approaches for asset allocation and risk management.

Rod Jones is a financial advisor with Cain Capital Management, LP in Dallas, TX, holding a Series 63 designation and 29 years of industry experience. He has held roles at Cain Capital entities since 2003 and worked at Blackrock Financial Management and Chertoff Capital. Jones serves on the Board of Trustees for the UT Southwestern Foundation and is a managing partner of OakTruss Group. Cain Capital, L.L.C. provides discretionary investment management to a select group of clients, including individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm employs fundamental analysis with a focus on long-term purchases, private placements, and sector-focused pooled vehicles, acting as sponsor and general partner to several closed private funds and special purpose vehicles.