Scott Wallace is a Series 65 licensed financial advisor with 23 years of industry experience. He is based in Dallas, TX, and is also an attorney with a legal practice that occupies less than 10% of his time, which he plans to discontinue as his advisory business grows. Wallace is part of Wallace Capital Management, Inc., a six-advisor team. Wallace Capital Management serves a diverse client base, including high-net-worth individuals, retirement plans, charitable institutions, and private investment funds. The firm focuses on discretionary portfolio management and private fund advisory, employing an investment strategy that targets valuation discrepancies within a macroeconomic and industry framework.

Elizabeth Lohmeier is a CFP® and CFA® with three years of industry experience, currently serving as a financial advisor at Fidelis Capital Partners, LLC since 2022. Prior to joining Fidelis Capital, she worked for eight years at Bank of America - Private Bank. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and nonprofit organizations, and other business entities. The firm employs a blend of quantitative, fundamental, technical, and economic analysis to guide portfolio management, offering both discretionary and non-discretionary services alongside business consulting and third-party provider recommendations.

Joyce Cheng is a financial advisor at McGowan Group Asset Management, Inc. in Dallas, TX, holding a Series 65 designation with three years of industry experience. Her work history includes roles at Level Four Wealth Management, Midland Life Insurance, and Advisors Resource Company before joining McGowan Group Asset Management in 2018. McGowan Group Asset Management, Inc. is an eight-advisor team providing fee-based asset management and advisory services to individual and high-net-worth investors, trusts, retirement plans, and business entities. The firm employs a model-driven, multi-asset class investment process with discretionary portfolio management and a formal wrap-fee program.

Craig Wenning is a financial advisor at Annandale Capital, LLC in Dallas, TX, with 18 years of industry experience. He holds the Series 66 designation and has been with Annandale Capital since 2009. Annandale Capital provides discretionary investment management and manager selection services to individuals, family offices, trusts, estates, charitable organizations, and other business entities. The firm employs a comprehensive investment process that includes quantitative, qualitative, and operational due diligence across a wide range of asset classes, and it serves both retail and institutional clients.

Robert Ogden is a financial advisor at Penn Davis McFarland Inc. with 38 years of industry experience. He has been with Penn Davis McFarland since 1986. Penn Davis McFarland is an independent, fee-only investment adviser managing separately managed accounts for individuals, trusts, charitable organizations, and retirement plans, generally on a discretionary basis. The firm employs a fundamental analysis-driven, long-term investment approach with relatively concentrated portfolios and serves primarily high-net-worth clients.

George Seay is a financial advisor at Annandale Capital, LLC in Dallas, TX, holding a Series 65 designation with 20 years of industry experience. He has been with Annandale Capital since 2005 and has concurrently operated Seay Stewardship and Investment Company since 1998. Annandale Capital provides discretionary investment management and manager selection services to a range of clients, including individuals, family offices, trusts, and charitable organizations. The firm employs a comprehensive investment process that includes quantitative, qualitative, and operational due diligence across diverse asset classes, offering customized asset-allocation solutions and institutional-style service through a small advisory team.

Christopher Thomason is a financial advisor at Wallace Capital Management, Inc. in Dallas, TX, holding a Series 66 designation with 22 years of industry experience. He has worked at Wallace Capital Management since 2004. Thomason is a passive member of a family partnership involved in rural real estate development. Wallace Capital Management provides discretionary investment management to individuals, high-net-worth investors, retirement plans, and charitable institutions. The firm follows a value-oriented investment approach and manages both separate accounts and a private investment fund, serving a diverse client base with over a billion dollars in assets under management.

Jeffrey Helfrich is a CFA® charterholder with 15 years of industry experience. He has been with Penn Davis McFarland Inc. since 2010. Based in Dallas, TX, he is part of a seven-advisor team at the firm. Penn Davis McFarland is an independent, fee-only investment adviser managing separately managed accounts for individuals, trusts, charitable organizations, and retirement plans, typically on a discretionary basis. The firm employs a fundamental, long-term investment approach with relatively concentrated portfolios and serves primarily high-net-worth clients.

Austin Tatum is a CFA® charterholder with two years of industry experience, currently serving as an advisor at View Capital RIA, LP since 2015. He is based in Dallas, TX. View Capital RIA offers investment advisory and consulting services to individual, high-net-worth, and institutional clients through advisory and consulting programs. The firm constructs portfolios primarily by selecting and allocating to independent asset managers and manages both discretionary and non-discretionary accounts, with a portion of client assets invested in pooled investment vehicles that provide access to private equity, direct debt, and energy opportunities.

Robert Woodard is a financial advisor at First Dallas Securities Incorporated with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at First Dallas Securities since 1990 and Hodges Capital Management Inc. since 1999. First Dallas Securities serves individual, high-net-worth, and institutional clients, including trusts, estates, retirement plans, and banking institutions. The firm manages approximately $335.7 million in discretionary assets, focusing on domestic equity securities through a combination of fundamental and technical analysis.

Alexander Tollen is a financial advisor with McGowan Group Asset Management, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at McGowan Group and Spire Securities since 2011. Outside of his advisory role, Tollen is an artist who occasionally sells his artwork and is a partner in a furniture-related business. 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.

Andrew Orton is a financial advisor at McGowan Group Asset Management, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has worked at Spire Securities, LLC and McGowan Group Asset Management since 2010. McGowan Group Asset Management, Inc. is an eight-advisor team providing fee-based asset management and advisory services to individual and high-net-worth investors, trusts, retirement plans, and business entities. The firm employs a model-driven, multi-asset class investment approach with discretionary portfolio management and a formal wrap-fee program.

Darin Robinson is a financial advisor at Precision Wealth Strategies, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Eagle Strategies, LLC and New York Life Insurance Co. In addition to his advisory role, Robinson is involved in business consulting through Integrated Consulting, LLC, and provides educational and motivational public speaking services. Precision Wealth Strategies, LLC offers holistic financial planning and investment management to individuals, corporations, trusts, and retirement plans. The firm employs a “Life-Timing Allocation” approach to align asset management with clients’ cash-flow needs and risk tolerance, serving a broad client base including high-net-worth individuals and qualified retirement plans.

Stephen Norris is a financial advisor at McGowan Group Asset Management, Inc. based in Dallas, TX, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Apex Clearing Corporation since 2012. McGowan Group Asset Management, Inc. is an eight-advisor team managing approximately $997 million in client assets, providing fee-based asset management and advisory services to individuals, high-net-worth investors, trusts, retirement plans, and business entities. The firm employs a model-driven, multi-asset class investment approach with discretionary portfolio management and a formal wrap-fee program.

Kelly Hohertz is a CFA® charterholder with six years of industry experience, currently serving as an advisor at View Capital RIA, LP since 2020. Prior to joining View Capital RIA, he worked at Cantor Fitzgerald & Co. for one year and at View Capital Advisors for three years. Kelly is based in Dallas, TX and holds a Series 63 license. View Capital RIA, LP manages approximately $1.82 billion for a concentrated client base including individuals, ultra-high-net-worth families, and institutions. The firm offers advisory and consulting services through tailored programs, employing a combination of fundamental and technical analysis, asset allocation modeling, and manager due diligence, and provides both discretionary and non-discretionary account services.

Lee Bradshaw is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at Hodges Capital Management and First Dallas Securities Incorporated since 2017. Bradshaw has also held a position at Texas State University. First Dallas Securities serves individual and high-net-worth clients as well as institutional clients, including trusts, estates, retirement plans, and banking institutions. The firm focuses on discretionary portfolio management with an investment approach centered on domestic equity securities, combining fundamental and technical analysis for allocation and security-selection decisions.

William Cirksena is a financial advisor at MDRN Capital with four years of industry experience. He holds a Series 66 designation and previously worked at Cetera Advisor Networks and Enterprise Fleet Management. In addition to his advisory role, he is involved in insurance sales, dedicating approximately 10% of his time to this activity. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model and constructs portfolios using unaffiliated independent managers alongside low-cost mutual funds and ETFs, combining fundamental and technical analysis with ongoing manager oversight.

Carlos Esteve is a CFA® charterholder with four years of industry experience, currently affiliated with First Dallas Securities Incorporated. His prior roles include positions at Hodges Capital Management Inc. and The Vanguard Group, Inc. He has also worked in financial and legal settings, including Burton, McCumber & Longoria, LLP, and has experience in academic institutions. First Dallas Securities serves individual, high-net-worth, and institutional clients with discretionary portfolio management, emphasizing domestic equity securities through a combination of fundamental and technical analysis. The firm manages approximately $335.7 million in discretionary assets and provides advisory services on a commission-based model.

Hope Robinson is a CFP® professional at Penn Davis McFarland Inc. in Dallas, TX, with four years of industry experience. She previously worked at RGT Wealth Advisors for seven years and at Ey for two years. Penn Davis McFarland serves high-net-worth individuals, trusts, charitable organizations, and retirement plans, offering financial planning and family office services. The firm’s investment approach emphasizes fundamental, long-term strategies across equities, bonds, and cash equivalents, complemented by selective use of alternative instruments and concentrated portfolios.

Alan Haworth is a financial advisor with Clare Market Investments, LLC in Dallas, TX, holding a Series 66 designation and 21 years of industry experience. Prior to joining Clare Market in 2018, he worked at Oppenheimer & Co. from 2011 to 2018. Outside of his advisory role, he owns a vinyl record store, Declassified Records LLC, and manages the development of a financial data application called Stalking Butler App. Clare Market Investments provides discretionary investment management, financial planning, and sub-advisor oversight for individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a primarily long-term investment approach grounded in fundamental analysis, managing approximately $556 million in assets across about 206 client relationships.