Justin Morgan is a CFP® with 11 years of experience and has been with Capital Advisory Group, Inc. in Dallas, TX since 2011. He works at a firm that serves high-net-worth individuals, trusts, estates, and business entities, offering discretionary investment management along with comprehensive financial, retirement, estate, tax, and insurance planning services. Capital Advisory Group manages approximately $210–216 million for around 72 client households and emphasizes strategic asset allocation and diversification through internally developed model portfolios. The firm integrates investment management with tax and insurance advice, supported by an affiliated accounting practice and licensed insurance services.

Joshua Perkins is a financial advisor at DeWitt And Dunn Financial Services, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Blackridge Asset Management, American Retirement Institute, Retirement Wealth Advisors, and First Fidelity Tax & Insurance. Perkins is also an independent insurance agent and serves as a financial education instructor at the American Retirement Institute. DeWitt And Dunn Financial Services, LLC is a boutique advisory firm serving individuals, trusts, estates, corporations, and small businesses. The firm manages approximately $22 million in discretionary assets across a three-advisor team and primarily implements client portfolios through third-party sub-advisors and co-advisors who provide model portfolios and discretionary trading authority.

Jusmeet Virmani is a financial advisor at Symphony Retirement Partners LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Copiam Wealth Management LLC and Ameriprise Financial Services Inc. Outside of advising, Virmani is involved in filmmaking as a consultant, actor, writer, and director, and serves as a board member for the Stonehaven Place South Homeowners Association in Plano, TX. Symphony Retirement Partners advises individuals, including high-net-worth clients, and employer-sponsored retirement plans, offering investment management, tiered financial planning, and retirement plan consulting. The firm employs a combination of fundamental analysis, technical methods, and modern portfolio theory, with a focus on both discretionary and predominantly client-directed non-discretionary accounts.

Donnye Winship is a financial advisor at Dallas Financial Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2004. Outside of his advisory role, Winship co-owns Owl Power Solutions and coaches triathletes through Tridot.com. He also serves as an investment consultant to the Grand Lodge of Texas Investment Committee. Dallas Financial Advisors LLC provides portfolio management and financial planning primarily for individual clients and charitable organizations, employing a mix of modern portfolio theory, technical analysis, and options trading strategies.

Vincent Lombardo is a financial advisor with CPR Financial & Insurance Services, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. He has served as an independent insurance agent since 2010 and is the owner and officer of Vinou Corporation, a consulting company established in 1993. CPR Financial & Insurance Services provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate plans. The firm integrates investment management with insurance brokerage activities and utilizes multiple platforms and sub-advisors to implement customized investment strategies.

Andrew Hickey is a CFP® professional with 27 years of industry experience. He has worked at Clear Sky Financial, LP since 2018 and previously spent 12 years at LPL Financial LLC. Hickey is also a licensed insurance agent, dedicating a portion of his work to this role. Clear Sky Financial provides discretionary investment management and financial planning services primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm employs a diversified investment approach using a broad range of securities and model portfolios, and it operates both as a manager for other advisers and by appointing sub-advisers.

Stephen Saddock is a financial advisor at Saddock Wealth, LLC in Dallas, TX, holding a Series 65 designation with eight years of industry experience. He has operated Saddock Advisory, LLC since 2014 and founded Saddock Wealth, LLC in 2018. Outside of his advisory roles, he owns Saddock Operations and Strategy, a CFO consulting firm. Saddock Wealth serves high-net-worth individuals, trusts, foundations, and businesses by providing financial planning, investment consultation, investment management, and third-party manager selection. The firm emphasizes global diversification and active manager selection through written investment policy statements and periodic reviews, managing both discretionary and non-discretionary assets.

Nathaniel Thiemann is a financial advisor at Exemplar Wealth Partners LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Conley Rose, Han Santos, and NYLIFE Securities LLC. Outside of his advisory role, he performs light consulting work for a law firm specializing in AI and cybersecurity intellectual property. Exemplar Wealth Partners serves individual and high-net-worth clients as well as charitable organizations, offering discretionary portfolio management and fixed-fee financial plans. The firm employs a client-specific investment approach that integrates multiple analysis methods and maintains monthly account reviews, managing approximately $24.2 million in discretionary assets across about 29 client relationships.

Landon Vaughan is a financial advisor with Spectrum Strategies, L.L.C. in Dallas, TX, holding a Series 66 credential and 12 years of industry experience. He has previously worked at LPL Financial LLC, MML Investors Services LLC, and MassMutual Life Insurance Co. Vaughan is a managing partner of Spectrum Wealth Strategies, LLC, where he is involved in operational decisions. Spectrum Strategies primarily serves individual clients through comprehensive financial planning and consulting engagements, focusing on retirement, education funding, risk management, estate and tax analyses, and business succession. The firm provides non-discretionary investment advice without managing client assets and operates on engagement-specific fees, coordinating with third-party managers for implementation.

Evan Koch is a financial advisor at EDK Advisory in Frisco, TX, holding a PFS™ designation and a Series 65 license with 21 years of industry experience. Prior to founding EDK Advisory, he worked for J.E. Simmons & Co. for 10 years. He also operates EDK Tax Services PLLC, a tax and accounting practice affiliated with his advisory firm. EDK Advisory serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm constructs customized portfolios primarily with diversified mutual funds and ETFs, managing accounts on a discretionary basis with a focus on both long-term strategies and tactical adjustments.

Denver McClure is a Series 65-licensed financial advisor at Nashional Investments in McKinney, TX, with five years of industry experience. His background includes seven years of service in the United States Marine Corps and ongoing employment at Amazon.com since 2016. Nashional Investments serves individuals and business owners, including high-net-worth clients, by providing portfolio management, hourly financial advising, and specialized real estate consulting such as 1031 exchange replacement-property identification. The firm advises on both traditional investments and selected alternatives, using a variety of analytic methods and trading strategies while offering a broad set of affiliated non-investment services.

Douglas Wall is a financial advisor with 1836 Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has previously worked at Grey Rock Asset Management, LLC and Raymond James & Associates. Outside of his advisory role, Wall is a partner in YardSale Texas, LLC, a business that sells overstocked items through multiple channels including online platforms. 1836 Asset Management provides investment supervisory and separately managed account services primarily to high-net-worth individuals, trusts, businesses, and family offices. The firm employs an equity-focused, multi-year ownership strategy combined with a variety of investment approaches tailored to client objectives, utilizing subadvisers to implement portfolio models.

Steven Wachs is a CFP® professional with 39 years of industry experience. He has worked at Legacy Consulting Group since 1999 and Perryman Securities, Inc. since 2004. Based in Plano, TX, Mr. Wachs holds Series 63 and Series 65 licenses. Legacy Consulting Group provides portfolio management, financial life planning, and special project consulting for individuals, trusts, estates, charitable organizations, and other business entities, managing approximately $366 million in discretionary assets. The firm uses a combination of quantitative research, qualitative manager due diligence, and a multi-level capital allocation framework to build portfolios that include mutual funds, ETFs, individual stocks, and alternative strategies.

Joseph Penner is a financial advisor at Fireside Capital Advisors in Dallas, TX, with 33 years of industry experience. He has been with Fireside Capital Advisors and its predecessor entities since 2015. Fireside Capital Advisors is a fee-only wealth management firm serving individuals, trusts, pension plans, and select institutional clients. The firm offers portfolio management and financial planning services, utilizing globally diversified portfolios and a range of investment strategies tailored to client needs.

Tori Ten Hagen is a financial advisor at Brindle & Bay Financial Advisors, LLC in Frisco, TX, with three years of industry experience. She holds a Series 65 designation and has worked at Brindle & Bay since 2021, following a role at Belay Inc. She is also a licensed life insurance agent involved in insurance sales and policy reviews. Brindle & Bay Financial Advisors provides financial planning and discretionary investment management to individual and high-net-worth clients, using an asset-allocation framework with a dynamic-weighting approach that includes ETFs, stocks, bonds, and mutual funds. The firm employs model portfolios with periodic reviews and quarterly rebalancing.

Nicolas Davis is a financial advisor with Brindle & Bay Financial Advisors, LLC in Frisco, TX. He holds the CFP® and ChFC® designations, along with a Series 65 license, and has 10 years of industry experience. His prior work includes roles at Retirement Wealth Advisors and Brindle & Bay Wealth Management LLC. Outside of his advisory role, he has experience as a principal and insurance and annuity agent with Stonebridge Financial Group, LLC. Brindle & Bay Financial Advisors provides financial planning and discretionary investment management for individual and high-net-worth clients, focusing on personalized planning across retirement, cash flow, tax, estate, and insurance matters. The firm employs an asset-allocation framework using exchange-traded funds and model portfolios, managing accounts primarily on a discretionary basis with periodic rebalancing and annual reviews.

Karen Burns is a financial advisor with Capital Ideas in Dallas, TX, holding a Series 63 designation and 31 years of industry experience. She has worked at Capital Ideas since 1995 and has held roles at Alliance Financial Group, Rhodes Securities, and Bearing Financial Advisors. Burns is also a minority owner of Alpha Capital Dallas LLC. Capital Ideas provides discretionary portfolio management and advisory services to individuals, trusts, estates, retirement plans, and other entities, offering custom portfolios that include stocks, bonds, options, ETFs, and mutual funds. The firm integrates fundamental and technical analysis with proprietary trading models, provides ongoing due diligence on third-party managers, and delivers model portfolios and subadvisory services to other registered investment advisers.

Trent Hughes is a financial advisor with Amerigo Asset Management Corporation in Dallas, TX, holding Series 63, 65, and 66 licenses and 22 years of industry experience. He has been with Amerigo since 2014. Outside of his advisory role, he owns a marketing and consulting firm aimed at supporting young athletes and has experience as an insurance agent and pharmaceutical sales executive. Amerigo Asset Management Corp. is a fee-based investment adviser serving individual clients and pension and retirement plan trustees. The firm employs a model-driven investment approach focused on technical and graphical analysis, utilizing portfolios composed of individual equities and ETFs across various allocation strategies.

Molly Mccarthy is a ChFC® and holds a Series 65 license with 16 years of industry experience. She has been with LD Lowe Wealth Advisory since 2006, where she is the sole advisor. LD Lowe Wealth Advisory provides discretionary wealth management and financial planning services primarily to individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers a wrap-fee program that integrates portfolio management with planning and consulting services, utilizing a range of investment vehicles and maintaining regular portfolio monitoring and updates.

Bryan Monks is a CFP® professional at WPWealth LLP in Dallas, TX, with seven years of industry experience. Prior to joining WPWealth in 2025, he worked at Merrill Lynch for five years and held roles at Wells Fargo Advisors Financial Network, TD Ameritrade, and other firms. Outside of finance, he serves as a rugby referee with the Texas Rugby Referee Association. WPWealth LLP provides investment advisory and consulting services to a diverse client base, including individuals, trusts, and charitable organizations. The firm manages approximately $1.03 billion in assets and employs an asset-class based investment approach tailored to client objectives and risk tolerance, supported by comprehensive financial planning and coordination with affiliated accounting and insurance services.