Alexandra Mc Connell is a financial advisor at QuadCap Wealth Management, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Goldman Sachs and Van Atkins Jewelers. QuadCap Wealth Management serves individual and high-net-worth clients, trusts, estates, and charitable organizations with investment management and financial planning. The firm combines traditional advisory services with AI-enabled estate planning tools and integrated tax preparation, offering tailored asset allocations and comprehensive family office support.

Jakub Kubrak is a financial advisor at Silver Grove Advisory Services with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Compound Planning, Texas Capital Bank Private Wealth Advisors, Fisher Investments, and Chase Investment Services Corp. Outside of his advisory role, he owns and operates a small business buying and selling used items on online marketplaces. Silver Grove Advisory Services manages approximately $453.6 million in client assets, providing investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term, diversified investment approach using low-cost mutual funds and ETFs, supplemented by individual securities and options as needed, and offers a variety of delivery models including discretionary management and referrals to independent managers.

Robert Mcmeen is a financial advisor at Parkway Wealth Management Group, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services Advisors Inc. and Cabot Lodge Securities LLC. Outside of his advisory role, he is the owner of Century Tree Properties, LLC, a real estate brokerage. Parkway Wealth Management Group manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and institutional clients. The firm employs a personalized investment approach that includes diversified portfolios and offers portfolio management, financial planning, 401(k) plan advisory, and financial consulting services.

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.

Gavin Baker is a CFP® with three years of industry experience, currently serving as a financial advisor at Parkway Wealth Management Group, LLC. His prior work includes roles at Raymond James Financial and Cabot Lodge Securities. He is also licensed as an independent insurance agent through One Insurance Solutions. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets, serving individuals, families, business owners, pension and profit-sharing plans, charitable entities, and other institutional clients. The firm employs a holistic, personalized investment approach, using diversified portfolios and a range of strategies from conservative to aggressive.

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.

Paul Hofland is a financial advisor with Nexus One Financial Advisors LLC in Plano, TX, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. His prior roles include positions at Retirement Planners of America and NYLife Securities LLC. He is also a licensed insurance agent, spending a portion of his time on insurance sales and implementation. Nexus One Financial Advisors LLC serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans with discretionary wealth management, portfolio management, and financial planning. The firm emphasizes customized, long-term portfolio construction using diversified mutual funds, ETFs, and other investment vehicles, and manages about $552 million in assets across a six-advisor team.

Kenneth Hast is a financial advisor at Crescent Advisor Group, Inc. with 12 years of industry experience. He holds the Series 66 credential and has previously worked at Realta Equities, Inc., Crescent Securities, and Titan Securities. Hast is also involved as a partner in Hast Financial Group, an investment advisory firm serving insurance company clients. Crescent Advisor Group, Inc. provides financial planning and portfolio management to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and non-profits. The firm uses a combination of technical and fundamental analysis and offers a range of investment strategies, along with due diligence and monitoring of third-party advisers.

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 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Advice and Planning Services and TIAA-CREF Individual & Institutional Services, LLC. 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, retirement plan consulting, and third-party money manager selection, using asset-allocation models, fundamental analysis, and client account aggregation through eMoney.

Robert Blair is a CFP® professional with 15 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, and Dallas Financial Advisors. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary wealth management and comprehensive financial planning, including retirement tax strategy, insurance coordination, and estate planning. The firm combines technical and fundamental analysis in its investment approach and integrates tax and insurance considerations into income and retirement 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.

Luke Schlenker is a financial advisor at Peak American Investment Advisors, Inc. in Plano, TX, holding a Series 65 designation with two years of industry experience. His prior work history includes roles at Fisher Investments and Texas Mortgage Lending, LLC. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning, incorporating retirement tax strategy, insurance coordination, and estate and legacy services. The firm employs a combined technical and fundamental investment approach and integrates tax and insurance planning into its retirement and income strategies.

Evan Daniels is a financial advisor at Nexus One Financial Advisors LLC in Plano, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Nexus One, he worked at Quantum Lending Corp. for five years and was employed at the YMCA of the USA and Chick-Fil-A. Nexus One Financial Advisors LLC is an SEC-registered advisory firm serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary wealth management and financial planning services, emphasizing customized, predominantly long-term portfolio construction using diversified mutual funds and ETFs, while also incorporating individual stocks, bonds, and alternative investments as appropriate.

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.

Charles Lanza is a financial advisor at Crescent Advisor Group, Inc. with 14 years of industry experience. He previously worked at Titan Securities for 12 years before joining Crescent Advisor Group and Realta Equities in 2023. Outside of his advisory roles, he is a managing member of Medico PS, LLC, a business involved in the sales and rental of durable medical equipment. Crescent Advisor Group provides financial planning and portfolio management services to a diverse client base including individuals, families, institutions, and non-profits. The firm employs a combination of technical and fundamental analysis across various investment strategies and maintains a network of affiliated business lines and professionals.

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.

Mark Robinson is a Series 65-licensed financial advisor with 30 years of industry experience. He has been with The Watchman Group, Inc. in Plano, TX, since 2004. The Watchman Group is a team of four advisors providing fee-only wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm focuses on customized, asset-allocation-driven portfolios using a combination of fundamental, quantitative, and qualitative analysis, implementing primarily discretionary strategies across a broad range of investment products.