A Chartered Financial Analyst and one of the Southwest's most respected investment advisors, Gerald Ray has more than 30 years of experience managing wealth for both organizations and private investors. He is a member of the Association for Investment Management and Research and the Investment Company Institute, as well as Past Co-Chair of the National Conference for Investment Analysts. Ray holds an M.B.A. from the Wharton School of Finance and a B.B.A. from Texas A&M University.

Joseph H. Ray formerly practiced corporate and securities law with a leading Dallas firm. Today, he combines the analytical skills developed in his legal practice with a common-sense approach to investing. Joe has over 15 years of experience in equity and fixed income analysis and portfolio management. He is a member of the Texas Bar Association. Joe earned his J.D. from the University of Texas at Austin and his B.B.A. from Emory University. He has been married to Alyson since 1990 and they have three daughters, Katie, Becca and Lexi.

Michael Kane began his investment career in 1988 working as a market maker at the Chicago Board Options Exchange. In 1991 he joined Weisberg & Fields, Inc. Investment Advisors where he obtained over 17 years experience in securities analysis and portfolio management. During that time, he earned the designation of Chartered Financial Analyst and went on to serve as President and Chief Investment Officer. Mr. Kane is a member of the CFA Society of Dallas - Ft Worth where he served 5 years as treasurer. He also serves as a member of the investment committees of the Dallas Jewish Community Foundation and the Endowment Foundation for the Dallas Home for Jewish Aged. He obtained an M.B.A. from Southern Methodist University and a B.S. in Finance from Babson College.

Michael Beck has over 20 years of experience in the financial industry. Prior to joining Gerald L. Ray & Associates, Ltd. in 1999, he worked as an investment banker for a regional Dallas securities firm. He has also served as an executive and financial officer for several companies. Mr. Beck brings expertise in raising capital and providing financial services in the fields of communications, healthcare and retail. In 2004, he became a NFLPA Registered Player Financial Advisor. He received a B.A. in Economics and Business Administration from Vanderbilt University.

Lynette joined Gerald L. Ray and Associates, Ltd. in 2010. She is a Certified Public Accountant with over 20 years of experience. Prior to joining the firm, she was a Director in both the Sarbanes Oxley and Financial Consulting Practice with Tatum LLC. She earned a B.B.A. in Accounting from Texas State University.

Marcia Talbott joined Gerald L. Ray & Associates, Ltd. in 1988. She brings accounting knowledge and expertise from her previous employment in the insurance industry. Mrs. Talbott is primarily responsible for maintaining accounts payable for the company and personal bookkeeping records for clients. She received a B.S. in Accounting from the University of Missouri.

Vicki Whittington obtained a B.B.A. in Finance and a B.B.A. in Economics from Texas Tech University in 1992 and recently received her M.A. in Economics at the University of Texas at Arlington. In 1993, Ms. Whittington joined the Operations Department of Gerald L. Ray & Associates, Ltd. and was appointed Operations Manager in 1996. She acts as liason between clients and brokers in opening and transferring custodian accounts, calculates performance numbers, prepares quarterly and annual meeting reports for clients, and is involved with account reconciliation. She holds a series 65 license.

Cyndi Shackelford has over 20 years of experience in the investment industry. She oversees the reconciliation of accounts at Gerald L. Ray & Associates, Ltd. which includes the movement of money and securities, transition of new accounts, posting of trades and maintenance for performance reporting. Prior to joining the firm in 1998, she held similar positions in the Operations Department of Rauscher Pierce Refsnes, Inc., Southwest Securities Inc. and Principle Financial Securities.

Bobbi Dinsmore joined the firm as Executive Administrative Assistant to Gerald Ray in 1992. She is responsible for client services and performs duties related to general office management. She has over 20 years of administrative experience in the finance industry. Mrs. Dinsmore previously worked as an Administrative Assistant to the President of the Auto Division at Citicorp.

Janet Thomas has been an Administrative Assistant at Gerald L. Ray & Associates, Ltd. since 2001. She assists the Chief Compliance Officer, maintains the master filing system, assists with the client billing process and performs duties related to general office management. Mrs. Thomas has over 20 years of administrative experience working in other industries.