Crystal Billing is a CFP® with 19 years of industry experience currently serving at SFMG Wealth Advisors, where she has worked since 2016. Her prior experience includes roles at Cfo4 Life, L.P., LPL Financial, and Spectrum Strategies, L.L.C. SFMG Wealth Advisors is a Dallas-area wealth management firm managing approximately $2.96 billion in client assets with an 18-advisor team. The firm serves individuals, high-net-worth families, retirement plans, trusts, and corporate clients using a planning-first process and a centralized Investment Committee to implement strategic asset allocation with tactical adjustments.

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.

Shannon Pope is a CFP® professional with five years of industry experience. She has been with SFMG Wealth Advisors since 2018, following prior roles at RGT Wealth Advisors and PFG Advisors. SFMG Wealth Advisors provides personalized wealth management services to individuals, high-net-worth families, pension, and trust clients, integrating financial planning and investment management. The firm follows a planning-first approach, utilizing a centralized Investment Committee and advanced modeling tools to support retirement and investment decisions.

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.

Zain Griffith is a financial advisor at Dash Investments with 16 years of industry experience and holds a Series 65 designation. He has been involved with Dash Acquisitions LLC since 2009. Dash Investments serves individuals, high-net-worth clients, estates, and trusts, typically managing accounts with at least $1 million in investable assets. The firm employs a long-term, value-oriented investment approach focused on a limited number of industries and integrates financial planning and tax analysis into its advisory services.

Karina Kingman is a financial advisor at Spectrum Advisors, Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at Focus Partners Wealth LLC and Buckingham Strategic Wealth, LLC. Outside of financial advising, she was involved in Kingman Solar for over two decades. 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 uses asset-allocation models combined with fundamental analysis, including third-party managers and model portfolios, to provide investment advice.

Carson Pope is a financial advisor at AssetBuilder, Inc. in Plano, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., LLC, The Vanguard Group, Inc., Equitable Advisors, LLC, and Axa Advisors, LLC. AssetBuilder provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a buy-and-hold, asset-allocation strategy centered on Dimensional Fund Advisors products, emphasizing diversification and risk profile documentation.

Sebastian Lopez Hafen is a financial advisor at Dash Investments in Plano, TX, with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Fisher Investments and NYLIFE Securities LLC. His background also includes roles outside finance, such as at GetLegal, Uber, and El Pulpo Restaurant. Dash Investments provides discretionary portfolio management and comprehensive financial planning primarily for individuals, high-net-worth clients, estates, and trusts with at least $1 million in investable assets. The firm focuses on a long-term, value-oriented investment approach and integrates tax planning and financial planning into its advisory services.

Scott Evans is a CFP® and CFA® charterholder with 13 years of industry experience. He currently works at Liberty Atlantic Advisors and has held positions at firms including Beacon Global Advisor Network and Northwestern Mutual. He is also a licensed insurance agent involved in insurance product sales. Liberty Atlantic Advisors is a team-based SEC-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and sub-advisory services. The firm’s investment approach emphasizes fundamental analysis and longer-term portfolio construction with diversified allocations, including the use of third-party sub-advisers for specialized strategies.

Brett Rudman is a Series 65-licensed financial advisor with SFMG Wealth Advisors in Plano, TX, and has been in the industry since 2020. His prior experience includes roles at The Siegfried Group, Sportailor, Inc., KPMG, and the University of Miami. SFMG Wealth Advisors is a Dallas-area wealth management firm serving individuals, high-net-worth families, retirement plans, trusts, and corporate clients. The firm follows a planning-first process with strategic asset allocation overseen by an Investment Committee and uses a diversified sleeve approach to portfolio construction.

David Chin is a financial advisor at Insight Wealth Partners with 34 years of industry experience. He holds a Series 63 designation and has been with Insight Wealth Partners since 2010. Outside of his advisory role, he is also involved in selling insurance products as a licensed agent. Insight Wealth Partners serves individuals, trusts, retirement plans, and businesses by providing financial planning, portfolio management, referrals to third-party money managers, and pension consulting. The firm employs a blend of Modern Portfolio Theory–based asset allocation and specialized strategies, including a Synthetic Equity Portfolio approach, while conducting due diligence on managers and maintaining ongoing client engagement.

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 worked at Compound Planning, Texas Capital Bank, and Fisher Investments. Outside of advisory work, he is involved in buying and selling used items on online marketplaces. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm employs a primarily long-term, customized investment approach using low-cost mutual funds, ETFs, and individual securities, managing discretionary portfolios with a team serving approximately $453.6 million in assets.

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.

Matthew Fannin is a financial advisor with Global Assets Advisory, LLC in McKinney, TX, holding a Series 66 credential and having 27 years of industry experience. His prior roles include positions at LPL Financial, Ameriprise, and Alpha Wealth Management and Planning LLC. Global Assets Advisory, LLC is an SEC-registered firm serving individuals, high-net-worth clients, retirement plans, charities, and businesses, managing approximately $552 million through a team of eight advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, employing a long-term investment approach with portfolios built from mutual funds, ETFs, individual equities, and fixed income.

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 in Frisco, TX, with seven years of industry experience. He holds the Series 63 and Series 65 designations and has been with Worth Financial Group since 2019. Outside of advising, he is involved part time in sales lead generation for two small businesses, TAP Innovations and Dealer Detail Services, neither of which are investment related. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm combines multiple security analysis methods and employs both discretionary and non-discretionary account management, regularly incorporating outside managers and sub-advisors.

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.