William Schultz is a financial advisor with Leo Wealth Americas, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at BFT Financial Group, LLC since 2002 and joined Leo Wealth Americas in 2025 after five years at Leo Wealth, LLC. His other business activities include fixed health and life insurance sales, accounting for about 1% of his time. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to individuals, trusts, retirement plans, foundations, and institutional clients. The firm employs systematic and discretionary strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementation, and maintains a network of affiliated entities alongside multiple independent local offices.

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.

Matthew Bouton is a financial advisor at Lemnis Capital with a Series 66 designation and one year of industry experience. His career background includes roles at Innovation Partners LLC, Texas A&M University, and Estes Express Lines. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other business and institutional clients. The firm uses model portfolios and customized asset allocations, relies on third-party platforms and strategists, and offers a subscription-based financial planning membership that includes ongoing education and decision support.

Armando Vega is a financial advisor with Delos Private Client Group, LLC in Dallas, TX, holding a Series 66 credential and 10 years of industry experience. His prior roles include positions at Fisher Investments, Morgan Stanley, E*TRADE Securities, Bank of America, and Merrill. Outside of finance, he is a partner in Desert Oasis AC Services, LLC, an air conditioning service and installation business. Delos Private Client Group, LLC provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension plans, and charitable organizations. The firm also offers an Institutional Research subscription delivering macroeconomic analysis and asset-allocation recommendations for wealth advisors and institutional clients.

Angela Mcclain is a CFP®-certified financial advisor with 18 years of industry experience. She has been with Guidestone Advisors and its affiliated entities since 2006, serving in various roles across the organization. Based in Dallas, TX, her career includes work with Guidestone Financial Resources of SBC and GuideStone Financial Services. GuideStone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and high-net-worth clients. The firm employs a faith-based investing approach, using model portfolios and discretionary management primarily through affiliated mutual funds and third-party managers.

James Nipp is a CFP® professional with 13 years of industry experience and has been with SFMG Wealth Advisors since 2009. He is based in Plano, TX. Outside of his advisory role, Mr. Nipp is a part-owner of Confidence Period, LLC, an investment-related entity focused on private investments. 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 investment management, guided by an Investment Committee that employs strategic allocations and tactical adjustments.

Derrill Brantley is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation and 24 years of industry experience. He has been with ISC Advisors since 2013 and has worked in related financial roles since 2002, including positions at ISC Investment Management, Brantley Financial Management, and Institutional Securities Corp. ISC Advisors, Inc. serves individual and high-net-worth clients, as well as 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 along with model portfolios overseen by an Investment Committee.

Chris Oberling is a CFP® with 18 years of industry experience, currently serving as an advisor at Parkway Wealth Management Group, LLC. His prior roles include positions at Raymond James Financial Services and Ameriprise. He is also separately licensed as an independent insurance agent through One 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, pension plans, charitable entities, and institutional clients. The firm provides portfolio management, comprehensive financial planning, and 401(k) plan advisory services, employing a holistic investment approach with portfolios spanning equities, fixed income, mutual funds, ETFs, annuity sub-accounts, and alternative investments.

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 in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at Tectonic Advisors LLC, J.P. Morgan Securities, Banc of America, and Morgan Stanley. 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 insurance 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.

Matthew Rincon is a financial advisor with GDS Wealth Management in Flower Mound, TX. He holds a Series 65 designation and has been in the industry since 2025. Prior to joining GDS Wealth Management, he worked at KCC Capital Partners and Icon Construction. GDS Wealth Management serves individual clients, including high-net-worth households, with financial planning, consulting, and investment management. The firm manages approximately $1.8 billion in client assets across a team of 22 advisors, primarily using model portfolios developed with guidance from Raymond James.

Brandon Cumba is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Strata Wealth Advisors, LLC since 2017. His prior experience includes roles at Lincoln Financial Advisors and Trent Capital Management, Inc. In addition to his advisory work, 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 uses a fiduciary, tailored approach with diversified asset allocation and employs technology and AI tools to support portfolio management and client reporting.

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® certificant with 25 years of experience in financial advising, currently serving at Probity Advisors, Inc. in Dallas, TX. His prior experience includes roles at Forest Securities, Strategic Wealth Planning, VOYA Financial Advisors, and Eagle Strategies. Probity Advisors, Inc. offers discretionary portfolio management, financial planning, annuity allocation, consulting, and retirement plan advisory to individuals, pension plans, charitable organizations, and corporations. The firm utilizes a combination of active stock selection, fixed-income management, ETF-based tactical allocation, and quantitative rebalancing tailored to clients’ objectives and risk profiles.

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.