William Driscoll is a financial advisor at Signal Securities, Inc. with 26 years of industry experience. He holds a Series 66 designation and has been with Signal Securities since 1999. In addition to his advisory role, Driscoll has operated his own CPA practice since 1988 and is involved in insurance sales and management accounting for medical and office buildings. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm emphasizes risk management through diversified, model-based portfolios and a consultative approach tailored to clients' financial goals and risk tolerance.

Nancy Dixon is a financial advisor with Sanders Morris LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Tectonic Advisors LLC since 2017 and Sanders Morris Harris LLC since 2016. Sanders Morris LLC provides investment advisory and related services to individuals, high-net-worth clients, pooled investment vehicles, retirement plan sponsors, trusts, estates, and business entities. The firm offers portfolio management primarily through wrap-fee programs, financial planning, retirement plan investment management, brokerage, underwriting, and insurance placement through an affiliated agency.

Julian Di Bona is a financial advisor at GDS Wealth Management with a Series 65 designation and two years of industry experience. His prior roles include positions at RubinBrown and Target, as well as an academic tenure at Southern Methodist University. GDS Wealth Management offers financial planning, consulting, and investment management services primarily to individual and high-net-worth clients. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management, emphasizing asset allocation using model portfolios developed with guidance from Raymond James.

Stephen Nelson is a CFP® and holds Series 63, AIF®, and CEPA® designations, with 11 years of industry experience. He has worked at Mills Wealth Advisors, LLC since 2018 and previously held roles at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Mills Wealth Advisors serves individuals and high-net-worth clients, focusing on executives and business owners and their families. The firm provides wealth management services including financial planning, business planning, retirement-plan advisory, portfolio management, and consulting, and is notable for sponsoring and managing private pooled investment vehicles with a fiduciary, goal-driven planning process.

Brandon Cumba is a CFP®-certified financial advisor with Strata Wealth Advisors, LLC, based in Dallas, TX. He has 13 years of industry experience, including prior work at Lincoln Financial Advisors. In addition to his advisory role, he is an independent insurance agent. Strata Wealth Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and institutional clients. The firm employs a fiduciary, tailored approach using a range of securities and technologies, serving clients through a multi-office team structure.

Erica Dore is a financial advisor at GDS Wealth Management with 19 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill and Raymond James Financial Services. Erica has been with GDS Wealth Management since 2019. GDS Wealth Management provides financial planning, consulting, and investment management services to individual clients, including high-net-worth households. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management and retirement-rollover guidance, primarily implementing client portfolios using model allocations developed with Raymond James research.

Daniel Gesin is a financial advisor at Worth Financial Group Inc. in Dallas, TX, holding a Series 66 credential with five years of industry experience. Prior to his advisory role, he founded Gesin Consulting, where he worked for 14 years, and he currently has a non-investment role managing facilities at Amazon. Worth Financial Group provides discretionary portfolio management services to individuals and high-net-worth clients, utilizing cyclical security analysis and a blend of charting, fundamental, and technical research. The firm customizes portfolios based on client objectives and risk tolerance and manages approximately $137.9 million in client assets.

Michael Demings is a financial advisor at GDS Wealth Management with one year of industry experience and holds a Series 65 designation. Prior to joining GDS Wealth Management, he worked at TFR Capital, Cadence Bank, and First Citizens Bank, among other positions. Outside of his advisory role, he is a licensed real estate agent with Heart & Home Realtors. GDS Wealth Management provides financial planning, consulting, and investment management services to individuals, including high-net-worth households. The firm manages approximately $1.8 billion in client assets and implements portfolios primarily through model-based asset allocation using research from Raymond James.

Matthew Engels is a financial advisor at CMG Wealth Management in Plano, TX, holding a Series 65 designation with one year of industry experience. He has been with CMG Wealth Management since 2021. CMG Wealth Management provides ongoing asset management and advisory services to individuals, high-net-worth clients, non-profit organizations, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory to implement customized investment strategies across a range of asset classes.

Marcus Magers is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Probity Advisors, Inc., where he has worked since 2012, and has prior experience at firms including Forest Securities, Inc. and Strategic Wealth Planning. Probity Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a combination of active stock selection, fixed-income management, and ETF-based tactical allocation, using fundamental, technical, quantitative, and cyclical analysis to tailor portfolios to client objectives.

James Stewart is a financial advisor at Worth Asset Management in Dallas, TX, with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Harbor Wealth Management from 2009 to 2021. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm offers financial planning and insurance-related advice, using a variety of security analysis methods and incorporating outside managers and sub-advisors while conducting regular account reviews.

Peter Adamson is a financial advisor with Autumn Glory Partners, LLC in Dallas, TX, holding a Series 65 designation and nine years of industry experience. Prior to founding Autumn Glory Partners in 2017, he worked at Hall Capital from 2012 to 2017. Outside of advising, he participates on the investment committee of the Ronald McDonald House of Dallas and serves in several nonprofit and private company board roles. Autumn Glory Partners serves high-net-worth individuals, trusts, estates, charitable organizations, and business entities, providing discretionary investment management, third-party manager selection, and retirement-plan fiduciary services. The firm employs a top-down asset allocation approach combined with fundamental analysis and proprietary screening to implement diversified portfolios that include various investment vehicles and private placements.

Neale Ellis is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He has been with Fidelis Capital Partners, LLC since 2022 and previously worked at Bank of America for 14 years. Based in Dallas, TX, Ellis is part of a 12-advisor team at Fidelis Capital. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and non-profit organizations, and other business entities. The firm employs a blend of quantitative, fundamental, technical, and economic analysis to guide portfolio management and financial planning, offering both discretionary and non-discretionary strategies.

Zachary Butler is a financial advisor at Signal Securities, Inc. with 20 years of industry experience. He has been with Signal Securities since 2007 and holds the Series 65 and Series 63 licenses. Butler is also the owner of Butler Investment Group, which offers insurance products to clients. Signal Securities provides advisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and a consultative process, delivering advice primarily on a non-discretionary basis using model portfolios and customized allocations.

Grace Butterfield is a CFP® at Howard Financial Services, Ltd. in Dallas, TX, with two years of industry experience. Her prior roles include positions at Charles Schwab and H-E-B, among others. Howard Financial Services provides personalized investment management and financial planning to high-net-worth individuals, trusts, charitable organizations, and small businesses. The firm’s investment approach emphasizes strategic asset allocation and combines fundamental, technical, and quantitative analysis in portfolio construction.

Elizabeth Robison is a CFA® charterholder with 25 years of industry experience. She has worked at Wallace Capital Management, Inc. since 2018 and previously held positions at Hawkins Capital L.P. and multiple affiliated Sarofim firms from 2000 to 2018. Wallace Capital Management provides discretionary investment management to individuals, high-net-worth investors, retirement and profit-sharing plans, and charitable institutions. The firm employs a value-oriented investment approach and manages both separate accounts and a commingled private investment fund.

David Dryden is a CFP® and ChFC® with 34 years of experience in financial advising. He has been with Insight Wealth Partners since 2010. Outside of his advisory role, he is involved in commercial real estate management and aircraft leasing through several business entities. Insight Wealth Partners serves individuals, trusts, retirement plans, and businesses by providing financial planning, portfolio management, and pension consulting. The firm employs a blend of Modern Portfolio Theory–based asset allocation and specialized strategies, including a Synthetic Equity Portfolio, and conducts ongoing client portfolio oversight.

Clark Randall is a CFP® professional at Creekmur Asset Management, LLC with 39 years of industry experience. He has worked at Cambridge Investment Research Advisors and AE Financial Services, and has served as an instructor for the CFP Board Certification Program at Southern Methodist University. Randall is also involved as a committee member with the Financial Planning Association of DFW and owns a fixed insurance sales business. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for about 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management and a range of financial planning services, utilizing third-party tools and multiple custodial options within a multi-office structure.

Robert Casey is a financial advisor at GDS Wealth Management with 16 years of industry experience. He holds the Series 66 credential and has previously worked at Merrill and Raymond James Financial Services. Outside of his advisory role, he is the owner and proprietor of Kids Castle Playcare in Spring, Texas. GDS Wealth Management serves individual and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm employs a multi-advisor team approach and utilizes model portfolios based on Raymond James research, managing approximately $1.28 billion in assets.

Preston Lane is a financial advisor at McGowan Group Asset Management, Inc. in Dallas, TX, holding a Series 65 credential with three years of industry experience. Prior to joining McGowan Group Asset Management in 2022, he worked at Lucky Dog Barkery and attended Highland Park High School. McGowan Group Asset Management, Inc. is an eight-advisor team managing approximately $997 million in client assets. The firm provides fee-based asset management and advisory services to individuals, high-net-worth investors, trusts, retirement plans, and business entities, employing a model-driven, multi-asset class investment approach with discretionary portfolio management and a formal wrap-fee program.