Jerred Crowley is a financial advisor with Bright Wealth Management, LLC in Lewisville, TX. He holds Series 63 and Series 65 licenses and has three years of industry experience, including prior roles at Charles Schwab and TD Ameritrade. Before entering the financial sector, he worked in other industries such as Cotiviti and Audio Fidelity. Bright Wealth Management, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management with tailored asset-allocation models and continuous supervision, managing approximately $265 million across roughly 175 clients.

Kara Wilson is a financial advisor at Moss, Luse & Womble, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at East Texas Baptist University and Parker School Uniforms, LLC. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing fee-based portfolio management, financial planning, and pension consulting. The firm uses a tactical allocation approach focused on exchange-traded funds and mutual funds and offers additional services such as accounting, tax preparation, and estate planning.

Robert Holland is a financial advisor at Astra Wealth Management Group in Plano, TX, holding Series 63 and Series 66 licenses with 50 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments, Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. He is also a director of Tychee Wealth Partners LLC, an operating company supporting the registered investment adviser. Astra Wealth Management Group provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified portfolios that include mutual funds, ETFs, options, structured products, and alternatives.

Michael Digiacinto is a Chartered Financial Consultant (ChFC®) with 25 years of industry experience. He has been with Worth Financial Group Inc. since 2018 and previously held roles at Financial Planning of McKinney and multiple 1st Global entities. Outside of his advisory work, he is also a licensed CPA and an independent agent involved in the marketing and sales of traditional insurance products. Worth Financial Group provides discretionary portfolio management services primarily to individuals and high-net-worth clients. The firm employs a cyclical security analysis approach, integrating fundamental, technical, and charting methods to tailor portfolios based on client risk tolerance and objectives.

Crystal Billing is a CFP® professional with 19 years of experience in the financial services industry. She has worked at SFMG Wealth Advisors since 2016, following roles at Cfo4 Life, L.P., LPL Financial, and Spectrum Strategies, L.L.C. She holds a Series 66 license. SFMG Wealth Advisors is a team-based firm providing integrated financial planning and discretionary portfolio management to individuals, families, pension plans, trusts, and corporate clients. The firm’s approach includes personalized investment programs guided by an investment policy statement and a centralized Investment Committee, with services that span mutual funds, ETFs, private equity, private credit, and estate and tax coordination.

James Rose is a financial advisor with Steadtrust LLC, holding a Series 66 license and 20 years of industry experience. Prior to joining Steadtrust in 2025, he worked at B. Riley Wealth Advisors, Inc., National Asset Management, and United Advisors Services, LLC. Outside of his advisory role, he co-administers family investments and is involved in managing a tree farm as a partner. Steadtrust LLC is a team advisory firm managing approximately $438.9 million with nine advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, and pension consulting, using a range of investment strategies including long- and short-term trading and alternative vehicles, typically managing accounts on a discretionary basis.

Aidan Daly is a CFA® charterholder at Brady Martz Wealth Solutions, LLC with one year of experience in financial services. Prior to joining Brady Martz, he worked at Cbiz, Avantax/Cetera, INPRS, and held roles in education at Miami University and Hudson High School. Brady Martz Wealth Solutions provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold investment philosophy, implementing client accounts primarily through mutual funds and ETFs while offering ongoing portfolio oversight and planning services.

Shannon Pope is a CFP® professional with five years of industry experience, currently serving at SFMG Wealth Advisors since 2018. Prior to joining SFMG, Pope worked at RGT Wealth Advisors and PFG Advisors. SFMG Wealth Advisors is a team-based wealth management firm that provides integrated financial planning and discretionary portfolio management to individuals, families, pension plans, trusts, and corporate clients. The firm builds personalized investment programs guided by an investment policy statement and a centralized Investment Committee, offering a combination of strategic allocations, tactical adjustments, and options for values-based investing.

Ephimia Coumanakos is a financial advisor at Steadtrust with 20 years of industry experience. She holds a Series 66 designation and has worked previously at B. Riley Wealth Management, National Securities Corp, and WFG Advisors. Outside of her advisory role, she is involved in tax accounting preparation for small businesses. Steadtrust LLC is a team advisory firm managing approximately $439 million with nine advisors. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and pension/401(k) consulting with a discretionary investment approach that includes a range of strategies and alternative vehicles.

George Townsend is a CFP® professional with 12 years of experience in financial planning and wealth advisory. He has been with Consilium Wealth Advisory, LLC since 2015 and previously operated as a sole proprietor. Townsend is also licensed as an insurance agent. Consilium Wealth Advisory serves individuals, high-net-worth clients, and corporate entities with fee-based investment management, comprehensive financial planning, and consulting services, employing both quantitative and qualitative analysis to build and monitor portfolios.

Carson Pope is a financial advisor at AssetBuilder, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Sanford C. Bernstein & Co., The Vanguard Group, Inc., Equitable Advisors, and Axa Advisors. AssetBuilder, Inc. is a fee-only, SEC-registered investment adviser managing approximately $813 million through a team of eight advisors. The firm provides discretionary portfolio management and financial planning, employing a buy-and-hold strategy based on modern portfolio theory with diversified asset allocation tailored to individual client needs.

Brett Rudman is a financial advisor at SFMG Wealth Advisors in Plano, TX, holding a Series 65 designation. He has three years of industry experience, including prior roles at The Siegfried Group, LLC and KPMG. SFMG Wealth Advisors is a team-based wealth management firm serving individuals, families, pension plans, trusts, and corporate clients. The firm offers integrated financial planning and discretionary portfolio management, utilizing institutional and proprietary research to guide strategic and tactical investment decisions.

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.

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.

Tony Kim is a financial advisor at WealthStar Advisors, LLC with 26 years of industry experience. He holds a Series 63 designation and has been with WealthStar Advisors since 2015. He also has a long tenure with IDS Life Insurance Company dating back to 1999. WealthStar Advisors serves individuals, high-net-worth clients, and small business owners by providing investment advice, discretionary portfolio management, and comprehensive financial planning. The firm uses a quantitative, customized approach incorporating client questionnaires, optimization models, and option strategies, including a proprietary Equity Substitution Strategy that employs fixed-income vehicles paired with long-dated equity options.