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.

Lawrence Messina is a financial advisor with Messina Wealth Management, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at Hilltop Securities Inc. and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is the sole member of Pacific Corridor, LLC, a real estate investment entity. Messina Wealth Management provides discretionary and non-discretionary investment advisory and planning services to individual and institutional clients, including high-net-worth households and employer-sponsored retirement plans. The firm offers asset management across a broad range of securities and employs a variety of analytical and strategic approaches, including the use of third-party sub-advisors for specialized mandates.

Kristie Messina is a financial advisor at Messina Wealth Management, LLC in Dallas, TX, with nine years of industry experience. She holds a Series 66 designation and has previously worked at Hilltop Securities Inc. and Purshe Kaplan Sterling Investments. In addition to her advisory role, she serves as Managing Partner and Chief Compliance Officer at Messina Wealth Management and is licensed to sell fixed insurance products. Messina Wealth Management provides discretionary and non-discretionary investment advisory and planning services to individual and institutional clients, including high-net-worth households and employer-sponsored retirement plans. The firm employs a range of analytical strategies and offers specialized services such as fee-based annuity contract advisory and ERISA 3(21) retirement-plan advice.

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.

Michelle Krick is a CFA® charterholder and financial advisor with Miller Global Investments, LLC in Dallas, TX. She has 14 years of experience at the firm, which she joined in 2012. Miller Global Investments provides discretionary investment management and financial planning for individuals, trusts, privately held corporations, retirement accounts, and investment funds. The firm combines bottom-up fundamental security selection with top-down technical and macro analysis across multiple strategy categories, and it employs institutional-style capabilities including specialized fixed-income positions, alternative exposures, and block trading.

Richard Diamond is a financial advisor at MB Advisors LLC in Dallas, TX, holding a Series 65 designation with 12 years of industry experience. He has worked at MB Advisors since 2013 and previously at Straight Lane Capital from 2009 to 2017. MB Advisors serves individual and high-net-worth clients through discretionary, customized investment management and financial consulting. The firm employs a fundamental, bottom-up research process with two core strategies that include equity opportunities and intrinsic value investments, using concentrated, benchmark-agnostic portfolios and active derivatives for portfolio management.

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.

Jaime Galvan is a CFP®-certified financial advisor with 29 years of industry experience. He has been with Spectrum Strategies, L.L.C. since 1999 and also worked with MML Investor Services, LLC and Massachusetts Mutual Life Insurance Co. during the same period. He provides pro-bono financial guidance to military personnel and their families. Spectrum Strategies primarily serves individual clients through comprehensive financial planning and consulting, focusing on retirement, education funding, risk management, estate and tax analysis, and business succession. The firm offers non-discretionary investment advice without managing client assets, operating on engagement-specific fees and coordinating with third-party managers for implementation.

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.

Joshua Prince is a CFP® with 17 years of industry experience, currently serving at Promus Advisors. He has been with Promus Asset Management, LLC since 2015. Outside of his advisory role, he is a member of J & K Prince Family Investments LLC, where he manages personal investments. Promus Advisors provides comprehensive investment management and financial planning primarily to high-net-worth individuals, families, trusts, estates, retirement plans, endowments, foundations, and businesses. The firm employs a value-oriented, bottom-up investment approach that includes core equity and fixed income holdings combined with alternative strategies, managing over $400 million in assets with a small advising team.

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.

James Fowler is a financial advisor at Crestview Wealth Management, LLC with a Series 65 designation and one year of industry experience. He has a background spanning over two decades in chiropractic care and currently maintains roles at Genesis Back and Neck and First Step Chiropractic, P.A. Outside of his advisory work, Fowler is president of Vital Coaching, L.L.C., a property management business. Crestview Wealth Management provides investment advisory services to individuals and high-net-worth clients through discretionary managed accounts and relationships with third-party money managers. The firm employs a client-driven investment process that incorporates asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term strategies aligned to clients’ objectives.

Ryan Huey is a CFP® professional with 24 years of industry experience. He has worked at Perryman Securities, Inc. since 2002 and co-founded RoseRock Wealth Management, LLC in 2017, where he remains an advisor. The firm serves individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations, providing wealth and investment management, financial planning, and retirement-plan advisory services. RoseRock employs a long-term investment approach based on modern portfolio theory, using proprietary model portfolios built primarily from no-load institutional funds and ETFs, and is notable for permitting margin use within managed accounts.

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.