Jeffrey Bentley is a financial advisor with LGT Financial Advisors LLC in Dallas, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes positions at Fidelity Brokerage Services LLC and Investment Security Corporation. LGT Financial Advisors serves primarily individual clients, including high-net-worth individuals, as well as pension plans and charitable organizations, managing approximately $456 million in discretionary assets. The firm offers portfolio management, financial planning, and consulting services, using a range of investment strategies and products tailored to client objectives.

Jeffrey Guella is a CFP®-credentialed financial advisor with 21 years of industry experience, currently with Trinity Financial Services, Inc. in Dallas, TX. He has held roles at Mutual Securities, Inc. and Trinity Wealth Management, Inc., among others. Outside of his advisory work, he volunteers with Saint Vincent de Paul Charity and mentors young professionals through Young Catholic Professionals. Trinity Financial Services serves individuals, businesses, pension and profit-sharing plans, and charitable organizations with discretionary asset management, financial planning, and retirement-product management. The firm employs fundamental and technical analysis combined with systematic rebalancing and tax-efficient liquidity management and offers both fee-based and commissioned products, managing approximately $91.5 million for about 125 clients.

Bradford Heiss is a financial advisor at NexAdvisors, LLC with eight years of industry experience. He has worked at Highland Capital Management Fund Advisors, L.P. since 2013 and previously at Highland Capital Management, L.P. from 2013 to 2021. NexAdvisors provides discretionary investment management and advisory services to individuals, high-net-worth individuals and families, and business or trust entities. The firm offers specialized advice for investing proceeds from the sale of appreciated real estate into Delaware Statutory Trusts as part of 1031 exchanges and manages approximately $26.1 million in discretionary assets using a diversified, long-biased investment approach.

Andrew Durrett is a financial advisor with Potential Wealth Management LLC in Irving, TX, holding a Series 65 designation and nine years of industry experience. He has been with Potential Wealth Management since 2016 and is also a partner at Potential Investments, Ltd. Co., where he oversees real estate property operations. Potential Wealth Management LLC is a discretionary investment manager that serves a variety of clients, including institutional and high-net-worth individuals. The firm uses an active long/short equity strategy with fundamental, technical, quantitative, and sentiment analysis to manage portfolios on a discretionary basis.

Ryan Langberg is a financial advisor at Upspring Capital LLC in Dallas, TX. He holds a Series 65 designation and has been associated with Upspring Capital LLC since 2006. Prior to this, he was a student for ten years. Upspring Capital LLC is an independent registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, small businesses, and qualified retirement plans. The firm manages approximately $99.5 million across 27 client relationships and employs a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis in portfolio construction and rebalancing.

Grant Nichols is a Series 65-licensed advisor at Ross Wealth Group, LLC with one year of industry experience. He previously worked at UBS Financial Services and Clarity Financial Group among other firms. Nichols is also involved with Russ Ross Consultants, where he sells insurance products. Ross Wealth Group provides financial planning, consulting, and discretionary wealth management to individuals and trusts, with a specialized retirement consulting practice for teachers. The firm constructs portfolios using a combination of independent managers and an asset-allocation framework based on Modern Portfolio Theory.

Robert Ryan is the principal advisor at RWR Investments LLC, holding a Series 65 designation with 15 years of industry experience. He has led RWR Investments since 2010. RWR Investments LLC provides full-service asset management, Outsourced Chief Investment Officer (OCIO) services, and family office solutions to family offices, ultra-high-net-worth individuals, trusts, and corporate entities. The firm customizes investment programs to client goals and risk tolerance, employing bottom-up fundamental analysis and managing portfolios across public securities and alternative investments.

Andreas Lawson is a financial advisor with Freshfield Capital, LLC in Dallas, TX. He holds a Series 66 designation and has 20 years of industry experience. He has been with Freshfield Capital since 2009 and also operates Andrew Lawson & Associates, which he has been involved with since 1992. Freshfield Capital manages approximately $67 million across about 80 client relationships, providing portfolio management and investment advisory services primarily to individual and high-net-worth clients. The firm employs an investment process with internal restrictions and periodic reviews to align portfolios with client objectives and sponsors a wrap fee program that integrates management and transaction services under a single fee arrangement.

Tyler Shelton is a financial advisor at Glynn Capital Advisors in Dallas, TX, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Third Coast Bank, Woodforest National Bank, AFV Partners, AT&T, and HSBC. Glynn Capital Advisors is a small advisory firm serving primarily family offices, high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical asset allocation approach and operates on a non-discretionary basis, providing portfolio management, investment consulting, and family-office consulting services through an affiliated entity.

David Portnoy is a CFP® and CFA® with 22 years of industry experience. He is the founder and principal of Upspring Capital LLC, where he has worked since 2018. Prior to that, he held roles at Calton & Associates, IMS Securities, and IMS Financial Advisors. Outside of financial advising, he owns and operates businesses in metal fabrication and material handling equipment sales. Upspring Capital provides investment management and financial planning services to individuals, trusts, estates, businesses, and retirement plans, as well as pooled investment vehicles. The firm combines fundamental analysis, Modern Portfolio Theory, and technical and cyclical analysis in its investment approach, offering discretionary and non-discretionary portfolio management along with retirement plan consulting and fiduciary support.

Anna Rice is a financial advisor with Brokaw Rice Investment Advisors, Incorporated, holding a Series 65 credential and 28 years of industry experience. She has worked at several firms including Frontier Communications, Hilton, Keurig Dr. Pepper, AT&T Corporation, and currently Servicenow, where she serves as a Talent Solutions Director responsible for human resources talent acquisition. Rice has been affiliated with Brokaw Rice Investment Advisors since 2016. Brokaw Rice Investment Advisors, Incorporated is a small registered investment adviser managing discretionary portfolios primarily for individual brokerage, trust accounts, and IRAs. The firm employs a value-based investment approach focused on dividend-paying companies and utilizes valuation metrics such as price-to-earnings and free cash flow yield to guide portfolio construction.

Patrick Freeman is a CFP® with 20 years of experience in financial advisory services. He is the founder of Freeman Wealth Management in Dallas, TX, where he has worked since 2006, including under related entities. Outside of his advisory work, Mr. Freeman is an independent insurance agent in Amarillo, TX. Freeman Wealth Management provides investment management, financial planning, and retirement plan services to individual and high-net-worth investors as well as pension and employer plan sponsors. The firm employs a mix of passive and active strategies based on asset allocation and modern portfolio theory and is notable for its pension consulting and retirement-plan management services.

William Stahl Jr. is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Storgate, LLC since 2025. Prior to joining Storgate, he spent 25 years at Bessemer Trust Company. Storgate provides wealth advisory and investment management services primarily to ultra-high-net-worth individuals, families, foundations, and trusts. The firm employs a bespoke, long-term investment approach emphasizing diversified portfolios across public and private markets, including private equity and alternative investments, supported by its Storgate 360° platform for consolidated reporting and oversight.

Arpit Sogani is a financial advisor at Vision Research, LLC in Dallas, TX, holding a Series 65 designation with eight years of industry experience. He has worked at Vision Research since 2016 and was previously associated with the SMU Cox School of Business for two years. Vision Research provides qualitative research and analytical services on U.S. equities primarily to hedge funds and mutual funds. The firm operates on a subscription-fee model and serves exclusively institutional clients without managing client accounts or exercising trading discretion.

Roger Allen is the sole advisor at Pathway Wealth Management, LLC in Dallas, TX, holding a Series 65 designation with nine years of industry experience. He has operated Pathway Wealth Management since 2016 and concurrently maintains a career as a self-employed attorney since 2006. Pathway Wealth Management, LLC provides discretionary investment management and financial planning services to high-net-worth individuals and family entities. The firm employs an active equity management approach, combining fundamental and technical analysis to build concentrated portfolios, and manages accounts with attention to tax implications while generally avoiding margin and options.

Andrew Gularte is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is currently with Titleist Asset Management, LLC and its affiliated entities, having joined in 2026. His prior experience includes roles at AW Securities, Allworth Financial, Fidelity Brokerage Services, F45 Training, and MedImpact. Titleist Asset Management, LLC is an SEC-registered investment adviser serving individuals, trusts, estates, and retirement plan sponsors. The firm manages approximately $2.43 billion for about 1,600 clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services through a multi-advisor team approach.

William Taylor is a financial advisor at Hartmann Taylor Wealth Management, LLC in Dallas, TX, with 26 years of industry experience. He holds a Series 63 designation and previously worked at Cypress Wealth Management, LLC for 13 years. Taylor serves on the boards of the Dallas A&M Club and the 12th Man Foundation as a volunteer. Hartmann Taylor Wealth Management is a single-advisor independent registered investment adviser that provides discretionary asset management, financial planning, and family office services. The firm serves individual, high-net-worth, charitable, and institutional clients, employing modern portfolio theory and offering tailored family office coordination.

Santiago Fernandez Sordo is a financial advisor at FESC Asset Management LLC with nine years of industry experience. He holds a Series 65 designation and has worked in several financial institutions, including Scotiabank and Banorte. He also serves as Deputy Director of Economic Analysis at Intercam, where he conducts macroeconomic research and analysis. FESC Asset Management provides discretionary portfolio management and investment supervision for individual clients and selected entities, employing a flexible, multi-asset global macro strategy that includes long and short positions across various asset classes. The firm combines quantitative analysis and algorithmic trading, manages accounts on a discretionary basis, and engages in complex, cross-border markets with a focus on performance-fee arrangements and operational ties to Mexico.

Graham Strickland is an Investment Advisor Representative at S&S Wealth Management with 18 years of industry experience. He holds the Series 66 designation and has worked with firms including Triad Advisors Inc and OSAIC. Outside of his advisory role, he serves as an executive board member for the Longhorn Council Boy Scouts of America and is involved in youth development through Scouting Arlington, Inc. He also manages several business ventures, including an insurance agency and a digital media company. S&S Wealth Management provides investment advisory services to individuals, trusts, estates, charitable organizations, and business entities, focusing on discretionary and non-discretionary portfolio management. The firm employs a tactical strategy combining technical charting and fundamental research, managing a diverse range of securities for approximately 315 clients.

Matthew Cloud is a financial advisor at R.J. Cloud Advisors & Company in Dallas, TX, holding a Series 65 designation with one year of industry experience. He also operates MGC Law Firm PLLC as a sole practitioner, focusing on estate planning and general law. His background includes legal practice and academic roles connected to Baylor University. R.J. Cloud Advisors & Company provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and nonprofit organizations, including family office and retirement plan consulting. The firm manages approximately $150.7 million in client assets using a long-term, factor-based investment approach grounded in modern portfolio theory, primarily utilizing mutual funds and ETFs.