Mary Harris is a financial advisor at QuadCap Wealth Management, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked at QuadCap since 2017. Prior to joining QuadCap, she was associated with Stephen Cook, FullCircle Wealth, and Triad Advisors, Inc. from 2015 to 2017. 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 traditional advisory work with innovative tools, including an AI-enabled platform for estate planning and integrated tax preparation services.

Douglas Bartol is a financial advisor at Nexus One Financial Advisors LLC in Plano, TX, holding the CFP® and ChFC® designations with 29 years of industry experience. Before joining Nexus One in 2025, he worked for Retirement Planners of America for 14 years. Bartol is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. Nexus One Financial Advisors LLC is an SEC-registered firm serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm provides discretionary wealth management and financial planning, emphasizing customized, long-term portfolio construction with diversified mutual funds and ETFs, while also incorporating individual securities and alternative investments as appropriate.

Andrew Herzog is a CFP® with three years of industry experience, currently serving as an advisor at The Watchman Group, Inc. in Plano, TX. His prior experience includes roles at Beacon Pointe Advisors, Wisniewski Wealth Management, and Northwestern Mutual. The Watchman Group provides fee-only wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, pension 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, primarily implementing discretionary strategies.

Wayne Goldstein is a financial advisor at Atlas with Series 65 and Series 66 licenses and one year of industry experience. He has worked at Atlas and Spreadwise since 2025 and previously held positions at Planet Healthcare, Kencor Health, and Merrill. Outside of finance, he is the owner of Boca Raton Podiatry and Sports Medicine Institute. Atlas provides wealth management and financial planning services to individuals, families, trusts, estates, businesses, and pooled investment vehicles. The firm employs a primarily long-term, index-based investment approach supplemented by internally managed equity and bond strategies and offers both discretionary and non-discretionary portfolio management.

Steven Zurlis is a financial advisor at Astra Wealth Management Group with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Purshe Kaplan Sterling Investments, Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is the owner of Zurlis Wealth Management, LLC. Astra Wealth Management Group provides wealth management, investment management, financial planning, retirement plan advisory, and a subscription-based consulting service to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using a range of financial instruments and serves both discretionary and non-discretionary accounts.

Cooper Segars is a financial advisor at QuadCap Wealth Management, LLC with three years of industry experience. He holds the Series 65 designation and has worked previously at SWMG, LLC and Baird. Before entering the financial industry, he spent six years at Texas Tech University and three years with Clean Air Lawn Care. 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 offers family office coordination, trustee services, and in-house tax preparation, utilizing technology including an AI-enabled platform for estate planning alongside traditional advisory services.

Arthur Crowley is a Series 65 credentialed advisor with 13 years of industry experience. He has worked at Bright Wealth Management, LLC since 2019 and previously spent six years with Financial Gravity Tax, Inc. and Pollock Advisory Group, Inc. Bright Wealth Management, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $265 million for around 175 clients using tailored asset-allocation models and continuous portfolio supervision, employing a mix of equity securities, ETFs, mutual funds, and other investment vehicles.

Stephanie Williams is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at TFR Capital. Her prior roles include positions at Envestnet Asset Management and Placemark Investments, Inc. From 2019 to 2023, she was a homemaker before returning to the financial sector. TFR Capital, LLC provides personalized financial planning and discretionary investment management to individuals, including high-net-worth clients, as well as entities like family offices and qualified retirement plans. The firm combines fundamental, quantitative, and technical analysis in its portfolio management, pursuing primarily long-term strategies overseen by an Investment Committee and Chief Investment Officer.

Charles Thomas is a CFP® and Series 65-licensed advisor with 10 years of industry experience, currently with SFMG Wealth Advisors. His prior experience includes roles at Howard Financial Services, Birdsong CPA, Elm Valley Group, and Cain Watters & Associates. He is also the owner and founder of Elm Valley Group, a general tax consulting and compliance business. SFMG Wealth Advisors is a team-based wealth management firm that serves individuals, families, pension plans, trusts, and corporate clients. The firm provides integrated financial planning and discretionary portfolio management, utilizing a centralized Investment Committee to guide personalized investment programs with strategic and tactical adjustments.

Grayson Hatfield is a CFP® professional with five years of industry experience, currently affiliated with Moss, Luse & Womble, LLC since 2015. He works within a team environment at the firm based in Plano, TX. Moss, Luse & Womble serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides fee-based portfolio management, financial planning, and pension consulting, managing client portfolios on a discretionary basis using a tactical allocation approach focused primarily on exchange-traded funds and mutual funds.

Cody Caldwell is a CFP® professional with three years of industry experience, currently serving at Moss, Luse & Womble, LLC since 2019. Prior to this, he worked at Saville, Dodgen & Co., Northrop Grumman Corporation, and Dallas Baptist University. Moss, Luse & Womble serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages discretionary portfolios using tactical allocation primarily focused on exchange-traded funds and mutual funds, complemented by financial planning, pension consulting, and estate planning services.

Austin Sorem is a financial advisor at United Advisors America with a Series 65 credential and less than one year of industry experience. Prior to joining the firm, he held various roles including a position with the Oklahoma City Thunder and work at Leslie's Pool & Spa Supplies. He is also an insurance agent with Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm uses a Modern Portfolio Theory-based approach with customized asset allocations, primarily implementing strategies through mutual funds and ETFs.

Jessica Fairchild is a financial advisor at RFG Wealth Advisory with 12 years of industry experience. She holds the Series 66 designation and previously worked at Fisher Investments, J.P. Morgan Securities, and Morgan Stanley. Outside of finance, she owns and operates Empowerment Performance Coaching, a personal training business offering fitness and meal planning services. RFG Wealth Advisory provides wealth management, financial planning, and portfolio consulting primarily to individual and high-net-worth clients. The firm manages roughly 415 households and over $550 million in client assets, employing a range of investment strategies including options and derivatives within customized portfolios.

Brandon Anderson is a CFP® with six years of industry experience, currently serving at Astra Wealth Management Group. His prior experience includes roles at LPL Enterprise, Pruco Securities, and Prudential Financial. Astra Wealth Management Group provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach and offers diversified portfolios incorporating various asset types, including the use of options and derivatives within separately managed accounts.

Lori Dunn is a financial advisor at Peak American Investment Advisors, Inc. with six years of industry experience. She holds a Series 65 designation and has been associated with various entities within the Peak American Financial Companies group since 2018. In addition to her advisory role, she serves as Director of Human Resources and Compliance at Peak American Financial Group, Inc. Peak American Investment Advisors serves individual and high-net-worth clients, providing discretionary wealth management and comprehensive financial planning. The firm integrates technical and fundamental analysis in its investment approach and includes tax strategy and insurance coordination in its retirement and income planning services.

Jonathan Hendler is a financial advisor at Black Knight Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Black Knight Wealth Management, he worked at JP Morgan Chase and has a military background, having served six years in the US Army. Outside of finance, he is employed by Life Time Fitness. Black Knight Wealth Management provides advisory services to individual and high-net-worth clients, offering portfolio management, financial planning, and coordination with clients’ other professional advisors. The firm manages accounts using a variety of investment strategies and also sponsors private funds through an affiliated adviser.

Paul Thibodeaux is a financial advisor at Bright Wealth Management, LLC in Lewisville, TX, holding Series 63 and Series 66 credentials with 26 years of industry experience. He has worked at Bright Wealth Management since 2018 and previously held roles at BBVA Wealth Solutions, BBVA Securities, and COMPASS Bank. Outside of his advisory work, he serves as Governance Chair on the board of Literacy Instruction for Texas (LIFT), a nonprofit that helps adults learn to read. 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 through tailored asset-allocation models and continuous portfolio supervision, managing approximately $265 million for around 175 clients with a team of seven advisors.

Miles Kellum is a CFP® with 12 years of industry experience and has been with Moss, Luse & Womble, LLC since 2013. He holds a Series 65 license and is based in Plano, TX. Moss, Luse & Womble, LLC provides fee-based portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm uses a tactical allocation approach focused on exchange-traded funds and mutual funds, offering proprietary risk-profile investment models and fundamental analysis for security selection.

David Gamble is a CFP® professional with 21 years of experience in the financial industry. He has worked at SFMG Wealth Advisors since 2015 and previously spent 12 years at PPG Investments, LLC. SFMG Wealth Advisors is a team-based wealth management firm serving individuals, families, pension plans, trusts, and corporate clients. The firm provides integrated financial planning and discretionary portfolio management with a focus on personalized investment programs guided by an investment policy statement and a centralized Investment Committee.

Muhammad Ammar is a financial advisor at FYRA Capital Management with three years of industry experience. He holds a Series 66 designation and has previously worked at AE Financial Services, LLC and OLV Investment Group. FYRA Capital Management provides investment management, financial planning, retirement plan advisory, and sub-advisory services to individuals, employer-sponsored retirement plans, foundations, trusts, and estates. The firm emphasizes diversified asset allocation and employs multiple analytical approaches alongside independent sub-advisors to implement client portfolios.