Brandon Gibson is a CFP® with 23 years of industry experience and is currently with Apeiron in Dallas, TX. His prior experience includes roles at First Financial Equity Corporation, Chase Investment Services Corp., and Ameriprise. Outside of finance, he is a classical singer with The Dallas Opera. Apeiron provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, churches, and institutions. The firm employs a holistic, discretionary approach to portfolio management, combining fundamental and technical analysis with a range of investment options while acting as a fiduciary for retirement accounts.

Robert Wirth is a financial advisor at Worth Financial Group Inc. in Dallas, TX, with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Momentum Independent Network Inc. for 25 years. In addition to his advisory role, Wirth owns Retirement Plan.com, LLC, which administers retirement plans, and is involved in marketing and sales of life, health, and disability insurance. Worth Financial Group provides discretionary portfolio management services to individuals and high-net-worth clients. The firm employs a cyclical security analysis approach, incorporating charting, fundamental, and technical methods, and customizes portfolios based on client objectives and risk tolerance.

Laura Ragsdale is a CFP® professional with one year of industry experience, currently serving at Insight Wealth Partners in Plano, TX. Her prior roles include positions at Texas Tech University and Fox Sports Southwest. Insight Wealth Partners manages assets for individuals, families, trusts, corporations, and retirement plan sponsors, using a multi-advisor team to provide portfolio management and financial planning. The firm employs a combined strategic and tactical asset allocation approach, integrating Modern Portfolio Theory with fundamental and technical analysis.

Mickey Lea is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 52 years of industry experience. He has worked with Institutional Securities Corporation since 1989. Lea is a licensed independent agent who has sold life insurance and fixed annuities, although he is not currently active in that area. ISC Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable institutions. The firm provides portfolio management, financial planning, and pension consulting, overseeing approximately $1.6 billion in assets through a variety of advisory approaches and an internal Investment Committee.

Kyle Laney is a financial advisor with MSH Capital Advisors LLC in Dallas, TX, holding a Series 66 credential and bringing 11 years of industry experience. His prior work includes roles at Merrill and Bank of America N.A., where he spent 17 years, as well as positions at firms like NewEdge Advisors, Trifecta Capital Management, and Delos Digital Asset Management. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management through various programs and works with independent Investment Advisor Representatives who tailor recommendations based on client goals and risk tolerances.

Ted Miller is a financial advisor with Harvest Investment Services, LLC, holding a Series 65 designation and three years of industry experience. He has worked at several firms including Envoy Advisory Inc. and Simplicity, and is a managing member of Kingdom Oaks LLC, a business involved in buying and selling homes. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management and financial planning with a focus on customized and model-based strategies.

James Sarandis is a financial advisor with Cabin Advisors, LLC, holding a Series 66 designation and eight years of industry experience. He has prior experience at Arete Wealth Management LLC and Guardian Life Insurance. He is also a partner at Arno Wealth, LLC, providing investment-related, tax, and financial planning services. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm offers financial planning, portfolio management, and unified managed accounts, with an investment approach that includes fundamental, technical, cyclical, and asset-allocation analysis.

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.

Reem Hussein is a CFP® with six years of industry experience currently serving at Azzad Asset Management, Inc. She has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, MML Investors Services, and MassMutual/Spectrum Financial Group. In addition to her advisory role, she teaches an online course on Financial Literacy and Well-Being as an adjunct professor at Shepherd University. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, foundations, endowments, registered mutual funds, trusts, and small businesses. The firm focuses on socially responsible Islamic investing, using proprietary screening tools to exclude certain industries and offering multiple asset-allocation strategies through a combination of its investment team and independent model managers.

James Pacholek is a CFP® professional with 24 years of experience in financial advising. He is currently with CMG Wealth Management and has previously worked at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Outside of his advisory work, he serves as president and pastor of the First Pentecostal Church of Dallas and leads The Apothecary, a preaching ministry. CMG Wealth Management provides asset management and advisory services to individuals, high-net-worth clients, non-profits, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory to tailor strategies across various asset classes.

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.

Gary Bradshaw is a financial advisor with First Dallas Securities Incorporated in Dallas, TX, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has worked with Hodges Capital Management Inc. since 2001 and with First Dallas Securities since 1990. Outside of his advisory role, he is an owner of a cattle ranch in Cayuga, TX, and serves on the board of the Soaring Eagle Center, a nonprofit organization in DeSoto, TX. First Dallas Securities serves individual, high-net-worth, and institutional clients through discretionary portfolio management, emphasizing domestic equity securities with small- to mid-cap and focused strategies. The firm employs a commission-based advisory model and integrates both fundamental and technical analysis in its investment approach.

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.

Randall White is a financial advisor with ACP Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with ACP Capital Management since 2015 and is also associated with ACP Securities, LLC. He is registered with ACP Capital Management to service personal and family accounts. ACP Capital Management provides discretionary and non-discretionary investment management to individuals, private funds, and institutional clients. The firm uses model-based and manager-led strategies incorporating ETFs, UCITS, fixed income, and alternative exposures, and offers services including separately managed accounts, wrap fee programs, and consolidated wealth reporting.

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.