Marcus Magers is a CFP® with 25 years of experience in the financial services industry. He is currently with Probity Advisors, Inc., where he has worked since 2012, and previously spent two years at Forest Securities, Inc. In addition to his advisory role, he holds multiple insurance representative appointments with several major carriers. Probity Advisors, Inc. provides discretionary portfolio management, financial planning, and consulting services to individuals, pension plans, charitable organizations, and corporations. The firm employs an investment approach that combines active stock and fixed-income management with ETF-based tactical allocation and quantitative rebalancing, tailoring portfolios to client objectives and risk tolerances.

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.

Thomas Vendryes is a financial advisor with Eagle Financial Advisors, LLC, holding Series 65 and Series 66 credentials and 14 years of industry experience. He has worked at Eagle Financial Advisors since 2014 and Eagle Financial Group since 2019. Vendryes is also the owner and president of Silver Tree Financial LLC, which provides health insurance, fixed index annuities, and life insurance. Eagle Financial Advisors, LLC serves individuals, high-net-worth clients, trusts, and business entities, managing approximately $113 million in assets primarily on a non-discretionary basis. The firm employs quantitative techniques and third-party research to build client-specific investment policies and may recommend independent third-party managers and platform services.

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 24 years of industry experience. She has been with Wallace Capital Management, Inc. since 2018 and previously worked at Hawkins Capital L.P. for six years. Based in Dallas, TX, she is part of a six-advisor team at Wallace Capital Management. Wallace Capital Management, Inc. advises individual and institutional clients, including high-net-worth individuals, retirement plans, and private investment funds. The firm focuses on identifying valuation discrepancies relative to macroeconomic and industry factors and manages both separate accounts and pooled funds, with some funds employing leverage, derivatives, and short sales.

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.

Karla Lema is a financial advisor at Steadtrust with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Advisors and National Asset Management. Steadtrust is a team advisory firm managing approximately $439 million across nine advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, and pension consulting, employing a mix of investment strategies and managing accounts on a discretionary basis.

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.

Jeffrey Everett is a financial advisor at Generational Wealth Advisors with 27 years of industry experience. He has worked at Talis Advisory Services, LLC since 2005 and serves as a managing member of Talis Financial Services, LLC. Generational Wealth Advisors offers discretionary investment management and financial planning to individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans. The firm uses a multi-disciplinary team approach with an emphasis on strategic asset allocation, diversification, and periodic rebalancing, utilizing institutional mutual funds, ETFs, separately managed accounts, and alternative investments.

Bradyn Markham is a financial advisor with Lemnis Capital in Richardson, TX. He holds the Series 66 designation and has been with Lemnis Capital and Innovation Partners LLC since 2026. Prior to his advisory roles, he worked in various positions including at Fight Right Martial Arts and served at educational institutions such as the University of Arkansas and Denton Ryan High School. Lemnis Capital is an SEC-registered firm managing approximately $97.9 million for around 352 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and other advisory services using model portfolios and customized strategies across a range of asset classes, incorporating third-party platforms and sub-advisors to support retirement plans and direct indexing solutions.

Samuel Whitney is a financial advisor at Lexington Hill Partners, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Lexington Hill Partners in 2023, he worked at PGT Industries and was affiliated with Furman University. Lexington Hill Partners provides wealth management and investment advisory services to individuals and high-net-worth families, managing approximately $170.7 million across a small client roster. The firm focuses on long-term, low-turnover portfolios using diversified asset allocation and offers discretionary portfolio management alongside tailored consulting services for complex family needs.

Caitlin Brown is a financial advisor at Moss, Luse & Womble, LLC in Plano, TX, holding a Series 65 designation with nine years of industry experience. She has been with the firm since 2011. Moss, Luse & Womble, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering fee-based discretionary portfolio management, financial planning, pension consulting, and accounting-related services. The firm employs a tactical allocation approach using proprietary risk models and combines investment advisory services with accounting and payroll offerings.

Michael Cowles is a CFP® professional with 11 years of industry experience. He has worked at SFMG Wealth Advisors since 2021 and previously held roles at TD Ameritrade, Southwestern Investment Advisory Services, and Fidelity Investments. Cowles maintains a longstanding affiliation with Southwestern Investment Group dating back to 2013. SFMG Wealth Advisors provides personalized wealth management services to individuals, high-net-worth families, pension, and trust clients. The firm integrates financial planning and investment management through a planning-first process, employing a centralized Investment Committee and advanced modeling tools to support retirement and scenario planning.

Robert Aikey is a financial advisor with Strategic Portfolio Solutions, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Strategic Portfolio Solutions since 2014. Outside of his advisory role, he is the founder of a health and life insurance business and is involved in photography and art on weekends. Strategic Portfolio Solutions serves individual and high-net-worth clients, as well as trusts, estates, and retirement plan participants, offering asset management, financial planning, and consulting services. The firm emphasizes tailored portfolios with continuous supervision and uses a range of investment strategies, including traditional equities, fixed income, ETFs, and more active approaches such as options and short-term trading.

Christopher Troseth is a CFP® with 29 years of industry experience. He has been with The Watchman Group, Inc. since 2013, where he works as part of a four-advisor team. The Watchman Group provides fee-only wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm focuses on customized, asset-allocation-driven portfolios and employs a mix of fundamental, quantitative, and qualitative analysis in its investment approach.

Becca Brister is a financial advisor at ISC Advisors, Inc. in Dallas, TX, with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. ISC Advisors, Inc. serves individuals, high‑net‑worth clients, corporate pension and profit‑sharing plans, charitable institutions, foundations, and other U.S. and international institutions. The firm manages approximately $1.6 billion in assets for roughly 1,780 clients and offers portfolio management, financial planning, and pension consulting through a range of discretionary and non‑discretionary strategies.

Sean Alford is a CFP® professional with 13 years of experience in financial advising. He is currently with CFO4Life and has previously worked at Quotient Wealth Partners, LLC and GuideStone Financial Services. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities by providing comprehensive financial planning, discretionary investment management, retirement plan advisory, corporate investment education, financial wellness programs, and cash-management solutions. The firm emphasizes diversified asset-allocation models and typically manages accounts on a discretionary basis while offering periodic reviews and educational seminars.

John Brickhouse is a CFP® with 27 years of industry experience. He has been with D.H. Hill Advisors, Inc. since 2016 and also holds roles at affiliated firms including D.H. Hill Securities and Brokers International. Brickhouse is a licensed independent insurance agent involved in the sale and servicing of fixed insurance products. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts. The firm employs a range of investment strategies managed by an Investment Committee and offers custom portfolios through its Direct and Connect platforms, along with access to alternative investments and insurance-related advice.