Anne Robinson is a financial advisor at QuadCap Wealth Management, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. QuadCap Wealth Management provides investment management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm utilizes a combination of equities and fixed income in customized asset allocations and incorporates a third-party AI-enabled platform to assist with estate planning and service delivery.

Alton Thompson is a financial advisor at Worth Asset Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Worth Financial Group and Lenovo. Outside of his advisory role, he engages in part-time sales work for two small companies, TAP Innovations and Dealer Detail Services, focusing on generating sales leads. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm employs a mix of security analysis methods, offers both discretionary and non-discretionary management, and collaborates with outside managers and sub-advisors while maintaining overall advisory responsibility.

Bradley Chrustawka is an advisor at Peak American Investment Advisors, Inc. with zero years of industry experience. He was previously self-employed from 2010 to 2024 before joining Peak American in 2024. Peak American Investment Advisors serves individual and high-net-worth clients, providing discretionary wealth management and comprehensive financial planning. The firm integrates tax strategy and insurance coordination into retirement and income planning and uses a combination of technical and fundamental analysis for portfolio construction.

Natalie Floyd is a financial advisor at Worth Asset Management in Dallas, TX, holding a Series 65 license with three years of industry experience. She has been with Worth Asset Management since 2023 and also teaches first grade students at Trinity Christian Academy. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans, offering additional financial planning and insurance-related advice. The firm uses a diverse mix of security analysis methods, employs outside managers and sub-advisors, and conducts quarterly account reviews tailored to client objectives.

Christian Patterson is a CFP® with eight years of experience in the financial advisory industry. He is currently with Quadcap Wealth Management, LLC and previously worked at Exencial Wealth Advisors and Downs Saffiotti & Boudreaux, LLP. QuadCap Wealth Management provides investment management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm combines equities and fixed income in customized asset allocations and uses an AI-enabled platform to assist with estate planning documents, alongside traditional advisory services.

Nicholas Lehman is a financial advisor at Spectrum Advisors, Inc. in Plano, TX, with 12 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Advice and Planning Services and TIAA. Spectrum Advisors serves individuals, families, trusts, estates, charitable organizations, private business owners, and qualified retirement plans, offering portfolio management, financial planning, and consulting services. The firm manages approximately $160 million in client assets, employs a customized investment approach based on client risk tolerance and fundamental analysis, and operates five offices with a team of four advisors.

Robert Blair is a CFP® certificant with 16 years of industry experience. He is currently with Peak American Investment Advisors, Inc. and has previously worked at Madison Avenue Securities, Kalos Capital, Spectrum Advisors, Dallas Financial Advisors, Mass Mutual Investors Services, and Spectrum Strategies. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary wealth management and comprehensive financial planning, incorporating retirement tax strategy, insurance coordination, and estate and legacy planning. The firm combines technical and fundamental analysis in portfolio construction and integrates tax and insurance considerations into retirement and income planning.

Avery Klatsky is a CFP® professional at SFMG Wealth Advisors in Plano, TX, with experience starting in 2021. Prior to joining SFMG, Avery worked with Bayntree Wealth Advisors and also gained experience contributing to The State Press at Arizona State University. SFMG Wealth Advisors is a team-based firm providing integrated financial planning and discretionary portfolio management to individuals, families, and institutional clients. The firm employs a combined financial planning and investment management approach, using strategic allocations overseen by an Investment Committee and offers options for values-based investing.

Cliff Demarest is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with Consilium Wealth Advisory, LLC since 2012. Consilium Wealth Advisory is a fee-based investment management and wealth advisory firm serving individuals, high-net-worth clients, and corporate/business entities. The firm employs both quantitative and qualitative analysis to build and monitor portfolios, offers comprehensive financial planning, and provides discretionary and non-discretionary portfolio management services.

Jacob Boen is a financial advisor with GDS Wealth Management in Flower Mound, TX. He holds Series 63 and Series 66 designations and has three years of industry experience. Before joining GDS Wealth Management in 2026, he worked at Farther Finance and Fidelity Investments, among other firms. Prior to his career in finance, he held various roles outside the industry. GDS Wealth Management is a multi-advisor firm serving individual and high-net-worth clients with financial planning, consulting, and investment management services. The firm employs model portfolios guided by research from Raymond James, focusing primarily on asset allocation and discretionary portfolio management.

Bryce Chastain is a CFP® professional with 12 years of industry experience, currently serving at CFO4Life. He has worked with CFO4Life Group, LLC since 2017 and Ausdal Financial Partners since 2013. Outside of his advisory role, he provides tax preparation and business consulting services through LMBC II. CFO4Life offers comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm employs diversified asset allocation models and ongoing portfolio monitoring, utilizing institutional research and technology to tailor solutions to client objectives.

David Faulkner is a CFP® professional with 22 years of experience in financial advising. He has been a partner at Spectrum Advisors, Inc. since 2016. In addition to his advisory role, he is also licensed as an insurance agent, providing insurance products through Advisors Excel. Spectrum Advisors serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, private business owners, and retirement plan participants. The firm offers portfolio management, financial planning, qualified retirement plan consulting, and third-party money manager selection, using asset-allocation models, fundamental analysis, and regular client reporting as part of its investment approach.

Tyler Tenney is a CFP® and holds a Series 65 license, currently serving at SFMG Wealth Advisors in Plano, TX. He has one year of experience at SFMG Wealth Advisors and previously worked at Deloitte for five years. His background also includes roles in insurance agencies and a university setting. SFMG Wealth Advisors is a team-based wealth management firm offering integrated financial planning and discretionary portfolio management to individuals, families, pension plans, trusts, and corporate clients. The firm employs a centralized Investment Committee to guide personalized investment programs and emphasizes ongoing planning relationships and regular portfolio reviews.

Gianna Mossotti is a financial advisor at QuadCap Wealth Management, LLC in Frisco, TX, with six years of industry experience. She holds a Series 66 designation and has previously worked at Fisher Investments, Exencial Wealth Advisors, Charles Schwab, and First Republic Bank. QuadCap Wealth Management provides investment management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm combines tailored asset allocation with technology-driven tools, including an AI-enabled platform for estate planning and integrated tax preparation services.

Timothy Foster is a financial advisor at Quadcap Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has a background that includes service in the United States Army Active Duty from 2010 to 2018 and the Army Reserve since 2018, where he is responsible for training resource development. Prior to joining Quadcap in 2020, he worked at Texas Tech University and the Coalition of Community Assistance Volunteers. Quadcap Wealth Management provides investment management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm utilizes a combination of traditional portfolio management techniques and an AI-enabled platform to support estate planning and offers integrated tax preparation and trustee services.

Robert Engels is a financial advisor at CMG Wealth Management with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments and Wells Fargo Advisors prior to joining CMG. CMG Wealth Management serves individuals, non-profit organizations, corporations, and other business entities, providing discretionary and non-discretionary asset management, retirement-plan consulting, and due diligence reports on private investments. The firm applies a combination of fundamental and technical analysis alongside modern portfolio theory to manage accounts tailored to client objectives and risk tolerances.

Gustavo Delafuente is a financial advisor at Kingstone Capital Partners Texas, LLC with two years of industry experience. He holds a Series 65 designation and has worked with Kingstone Capital Partners Texas LLC and Kingstone Financial since 2023. Outside of his advisory role, Delafuente serves on the boards of the San Diego-Tijuana Smart Border Coalition and the International Community Foundation, which supports philanthropic initiatives between the U.S. and Mexico. Kingstone Capital Partners Texas, LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm employs a primarily fundamental, bottom-up research process combined with top-down allocation and uses derivatives and leveraged ETFs for tactical exposure within a documented risk-management framework.

Zachary Laws is a financial advisor at Meristead Wealth, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill. His background also includes roles outside finance such as at R&B Liquors and Neighborhood Harvest. Meristead Wealth, LLC serves high-net-worth individuals and families with discretionary portfolio management and financial planning, offering separately managed accounts and private credit funds. The firm employs a value-oriented investment approach combining macro analysis and fundamental research across global equities and credit.

Kevin Margolis is a financial advisor with SFMG Wealth Advisors in Plano, Texas. He holds a Series 66 credential and has 23 years of industry experience, including roles at Tolleson Private Wealth Management and Momentum Independent Network Inc. Mr. Margolis serves on the advisory boards of Clear Sky Capital and Phoenix Fund, both investment managers for private funds, in unpaid roles. SFMG Wealth Advisors is a team-based firm that provides integrated financial planning and discretionary portfolio management to individuals, families, and institutional clients. The firm combines financial planning with investment management using a centralized Investment Committee, offering a range of investment options including mutual funds, private equity, and values-based strategies.

Jeffrey Sargent is a financial advisor with Meristead Wealth, LLC, holding Series 63 and Series 65 designations and over 26 years of industry experience. His prior roles include positions at Stansberry Asset Management, Brite Advisors LLC, Northstar Wealth Partners LLC, and LPL Financial. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs a value-oriented investment approach combining top-down macro analysis with fundamental bottom-up research, managing private credit funds and utilizing strategies such as special situations, distressed investments, and income-oriented positions.