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.

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 17 years of industry experience. He holds a Series 66 designation and has worked at Osaic Wealth, Inc. and Triad Advisors Inc. Strickland is also president of Strickland Financial Group LLC, an insurance agency, and serves on the executive board of the Longhorn Council Boy Scouts of America. Additionally, he owns Treetop Flyers LLC, a media company, and is involved in managing vacation rental properties through Atlas M Holdings, LLC. S&S Wealth Management serves individuals, trusts, estates, charitable organizations, and business clients by providing investment supervisory services, retirement-plan consulting, and personal financial counseling. The firm employs a tactical investment approach combining technical analysis and fundamental research, managing portfolios tailored to clients’ objectives and risk tolerance.

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.

Randy Humphreys II is a financial advisor with Glynn Capital Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. He has previously worked at Citigroup Global Markets and Woodforest National Bank, where he served as Executive Vice President. Humphreys also leads Glynn Consulting Services, providing consulting to small family offices. Glynn Capital Advisors is a small, state-registered firm that serves family offices, high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm uses a tactical asset allocation approach and operates on a non-discretionary basis, focusing on hands-on consulting for alternative investments and family-office services.

Carlos Butcher is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Birch Capital Management, LLC since 2019 and previously spent seven years at Taylor Investment, Ltd. He is based in Fort Worth, TX. Birch Capital Management, LLC offers discretionary and non-discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, foundations, and a corporation. The firm manages approximately $260 million in assets and focuses on customized portfolios that include a variety of investment types, along with trustee and financial planning services.

Carter McMillan is the sole advisor at McMillan Capital Management, LLC in Dallas, TX, holding the CFA® designation along with Series 63 and Series 66 licenses. He has 18 years of industry experience and has led his firm since 2007. Outside of his advisory role, he is a member of MHP Ventures I, LLC and MHP Ventures II, LLC. McMillan Capital Management provides discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, family entities, and charitable organizations. The firm employs a fundamentally driven investment process focused on intrinsic value and offers a range of strategies including equities, bonds, options, and private investments, with an emphasis on tax efficiency and customized client management.

Dilish Dudhia is a financial advisor at Aspen Financial Management, Inc. in Arlington, TX, holding a Series 63 designation with 21 years of industry experience. Dudhia has been with Aspen Financial Management since 2005. Aspen Financial Management is a two-advisor registered investment adviser serving individual clients, business entities, and nonprofit organizations with portfolio management and financial planning. The firm combines fundamental and technical analysis, beginning with portfolio risk assessments to align investments with client objectives and risk tolerance, and offers educational seminars and workshops on an invitation basis.

Cheryl Quisenberry is a financial advisor at Parkstone Wealth Management, LLC in Arlington, TX, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Parkstone Wealth Management since 2013. Parkstone Wealth Management provides discretionary portfolio management and integrated financial planning services primarily to high net worth individuals, trusts, estates, and charitable organizations. The firm employs a long-term, diversified investment approach supported by fundamental, quantitative, and technical analysis.

Gordon Cannoles is a financial advisor at Cannoles Asset Management, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has operated his own CPA practice since 1983, providing bookkeeping and income tax services separate from his advisory role. Cannoles Asset Management offers discretionary asset management and financial planning services to individuals, families, and businesses, managing approximately $5.2 million across 14 accounts. The firm uses fundamental analysis and third-party research to implement equity, mutual fund, and bond strategies, with accounts managed on a discretionary basis and subject to client-imposed investment restrictions.

Yancey Seitz is a financial advisor at Greenfield Seitz Capital Management, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Greenfield Seitz since 2009. Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals, pension and profit-sharing plans, and government entities, managing approximately $363 million in assets. The firm uses fundamental analysis and a combination of asset allocation and individual security selection, including advanced strategies such as short sales and options writing, all conducted on a discretionary basis with regular reviews.

Justin Ross is a financial advisor at Unifimoney RIA based in Dallas, TX, holding a Series 66 designation with over seven years of industry experience. His prior roles include positions at Kinly Advisors, J.P. Morgan Securities, Robert W. Baird & Co., and Wells Fargo. He also worked at Johnson C Smith University for two years. Unifimoney RIA provides portfolio management and financial-planning services primarily to individual clients through an internet-first delivery model. The firm manages predominantly non-discretionary accounts with a focus on equity investments and serves a client base without high-net-worth individuals.

Scott Francis is a financial advisor with Parker Wealth Group, LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Edward Jones, Ameriprise Financial Services, HFG Wealth Management, and SWMG. He serves on the boards of two non-investment-related organizations in Huntsville, TX. Parker Wealth Group, LLC offers fee-based financial planning and portfolio management for individuals, families, small businesses, trusts, estates, and private business owners. The firm employs a blended investment approach combining charting, fundamental, technical, and cyclical analysis, tailoring portfolios to client objectives while acting in a fiduciary capacity for retirement accounts.