Ryan Blair is a CFP® professional with 17 years of industry experience, currently serving at SFMG Wealth Advisors since 2006. He is based in Plano, Texas, and is a part-owner of Confidence Period, LLC, an investment-related entity focused on private investments. He does not have active duties with this entity. SFMG Wealth Advisors serves individuals, high-net-worth families, pension, and trust clients with personalized wealth management that integrates financial planning and investment management. The firm emphasizes a planning-first process supported by a centralized Investment Committee and employs advanced tools to model retirement scenarios and investment outcomes.

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.

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® 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 has worked at Requisite Capital Management LLC since 2017 and previously held roles at Fallline Securities, LLC and UBS Financial Services Inc. Based in Dallas, TX, he is part of a six-advisor team at Requisite Capital Management. Requisite Capital Management provides wealth and investment management, as well as financial planning services, to individuals, high net worth clients, trusts, estates, charitable organizations, pooled investment vehicles, and insurance company clients. The firm combines fundamental and technical analysis with a long-term orientation, managing both discretionary and non-discretionary assets across a diverse investable universe that includes ETFs, private equity, private credit funds, and other instruments.

Joshua Wardle is a financial advisor with Parkway Wealth Management Group, LLC in Plano, TX. He holds Series 65 and Series 63 credentials and has three years of industry experience. Prior to joining Parkway, Wardle had roles at Cabot Lodge Securities LLC, Raymond James Financial Services, and Uptick Partners, among others. He is also the owner of Wardle Wisdom LLC, a support company used for tax purposes. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, and institutional clients. The firm employs a holistic, personalized investment approach, offering portfolio management, comprehensive financial planning, and 401(k) advisory services using both in-house and third-party asset management strategies.

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 at Moss, Luse & Womble, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Moss, Luse & Womble since 2015. Moss, Luse & Womble serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach with proprietary investment models and also provides accounting, tax preparation, payroll, and third-party administrator services to business clients and retirement plans.

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 at Astra Wealth Management Group with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she owns GLC Legacy LLC, a related investment entity. Astra Wealth Management is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $1.3 billion in assets. The firm employs a long-term investment approach combined with fundamental, technical, cyclical, and charting analysis to tailor portfolios that include mutual funds, ETFs, stocks, bonds, options, and structured products.

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® certificant with 29 years of industry experience. He is currently with Beacon Financial Group in Dallas, TX, where he has worked since 2014. His background includes roles at Kestra Advisory and Kestra Investment Services. Beacon Financial Group provides wealth management, financial planning, retirement, and trust and estate consulting to individuals, high-net-worth clients, trusts, estates, foundations, and business organizations. The firm manages approximately $1.3 billion in discretionary assets, employing a combination of fundamental, technical, and cyclical analysis tailored to clients' goals and risk tolerance.

Billy Sims Jr. is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with ISC Advisors since 2019 and has been affiliated with Brazos Securities, Inc. since 1989. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients, offering financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services. The firm manages approximately $1.54 billion in assets and provides a proprietary managed-account program alongside model portfolios overseen by its Investment Committee.

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 the Series 65 and Series 63 licenses and has worked at several firms, including Equitable Advisors and AXA Advisors. Caporaletti has been with Bright Wealth Management since 2022 as part of a seven-advisor team. Bright Wealth Management 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, building tailored asset-allocation models and providing ongoing portfolio supervision using a mix of equities, ETFs, mutual funds, and other securities.

Hannah Ellis is a financial advisor with Kingstone Capital Partners Texas, LLC, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Her prior roles include positions at Letter Technologies Inc and KeyBank. Kingstone Capital Partners Texas provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm uses a fundamental bottom-up research process combined with a top-down allocation view and employs derivatives and leveraged ETFs in separately managed accounts as part of its risk management strategy.

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.