Robert Garner is the principal of Garner Asset Management Corporation in Plano, TX, holding a Series 66 designation with 27 years of industry experience. He has led Garner Asset Management since its founding in 1998. Outside of his advisory work, he serves as a director of IPMG, LLC, a development-stage company focused on transferring commercially viable concepts from university and government environments to the private sector, where he provides occasional advice on financial structure. Garner Asset Management provides discretionary investment management to individuals, pension and profit-sharing plan participants, and trusts and estates. The firm uses fundamental analysis and a combination of long-term and short-term trading strategies, including short sales, while allowing clients to place written restrictions on investments or sectors.

Matthew Quinn is a CFA® charterholder with 20 years of industry experience. He has been with Legacy Consulting Group since 2017 and previously worked at Vicus Capital, Inc. for one year. Legacy Consulting Group provides portfolio management, financial life planning, and special project consulting for individuals, trusts, estates, charitable organizations, and other business entities. The firm uses a combination of quantitative research, qualitative manager due diligence, and a structured capital allocation framework to build and manage portfolios that typically include mutual funds, ETFs, individual stocks, and alternative strategies.

Joseph Nappi is a financial advisor with Legacy Folios, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Csenge Advisory Group, Peak American Investment Advisors, Bank of America, Merrill, and Citigroup. Outside of Legacy Folios, he serves as Chief Risk Officer at Goldlake Capital Partners. Legacy Folios provides discretionary portfolio management primarily to individuals and high-net-worth clients, utilizing mutual funds, ETFs, equities, fixed income, and real estate funds. The firm’s investment approach combines multiple analytical methods and strategic asset allocation to align portfolios with clients’ risk tolerance and time horizons.

Owen Stewart is a financial advisor with Macro Wealth Advisors, Inc. in McKinney, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been involved with Macro Financial Advisors and its related entities since 1994. Outside of advisory work, he serves as president of Macro Financial Concepts, Inc., a non-investment business. Macro Wealth Advisors is a small, state-registered firm serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management primarily through third-party asset manager programs, complemented by in-house model portfolios and ongoing financial planning tailored to client goals.

Zachary Hope is a financial advisor at Indivisible Partners with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Stifel, Bank of America, N.A., and Merrill. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party investment manager selection. The firm employs a strategic asset allocation framework and offers active, passive, and blended investment approaches tailored to client risk profiles, including access to private and alternative investments.

Kasem Abdullah is a financial advisor with Beacon Financial Group in Dallas, TX, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Fisher Investments and Edward Jones. Beacon Financial Group provides wealth management, financial planning, retirement, and trust and estate consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business organizations. The firm manages approximately $1.3 billion in discretionary assets using customized portfolios based on fundamental, technical, and cyclical analysis.

Ryan Mcdonald is a financial advisor with Vann Equity Management LLC in Plano, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at several firms including B. B. Graham & Co. Inc., Per Stirling Capital Management, and TRS Advisors. Mcdonald serves as a director on the board of the Russ Martin Show Listeners Foundation, a charitable organization. Vann Equity Management LLC is a mid-sized SEC-registered investment adviser with a team of six advisors managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a blend of model-based and customized investment strategies across various asset classes and uses sub-advisory relationships for specialized real estate investments while maintaining primary advisory oversight.

Stephen Cramm is a financial advisor at Insight Wealth Partners with a Series 65 designation and two years of industry experience. Prior to joining Insight Wealth Partners in 2024, he worked at Goldman Sachs from 2020 to 2024 and Ragnar Events LLC from 2016 to 2020. Insight Wealth Partners is a multi-advisor team that provides asset management, financial planning, pension consulting, and referrals to third-party money managers for individuals, families, trusts, corporations, and retirement plan sponsors. The firm combines strategic and tactical asset allocation with continuous supervision and offers a Synthetic Equity Portfolio strategy designed to balance upside participation with downside risk mitigation.

Sarah Crowe is a CFP® and Series 66 licensed financial advisor with 23 years of experience, currently working at Generational Wealth Advisors. She has been with Talis Advisory Services, LLC since 2016. Crowe is also licensed as an insurance agent for life, accident, and health insurance. Generational Wealth Advisors serves individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans by providing discretionary investment management and financial planning. The firm uses a multi-disciplinary team approach with a focus on strategic asset allocation, diversification, and periodic rebalancing, employing primarily institutional mutual funds, ETFs, and other investment vehicles.

Liam Coll is an advisor at Nobles & Richards Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Fidelity Investments, Merrill, and Charles Schwab & Co., Inc. Nobles & Richards Advisors, LLC serves a diverse client base that includes high-net-worth individuals, pension plans, charitable organizations, and corporate clients. The firm offers investment advisory, financial planning, and consulting services, primarily using a non-discretionary model with a range of investment strategies including alternative investments and sub-advised models.

David Miller is a financial advisor at Eagle Financial Advisors, LLC with 39 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including CLA USA Advisory Group, Hornor, Townsend & Kent, and Ameriprise Financial. Miller is also president of Miller Financial Services, Inc., a life insurance and annuity firm he has led since 1993. Eagle Financial Advisors, LLC serves individuals, high-net-worth clients, trusts, and businesses by providing portfolio management and third-party manager selection, primarily on a non-discretionary basis. The firm uses quantitative techniques and third-party research to build client-specific investment policies and employs custodial and technology platforms for trade execution and reporting.

Joel Bennett is a financial advisor at Expand Financial Group, LLC in Celina, TX, holding a Series 65 designation with five years of industry experience. Prior to joining Expand Financial Group in 2020, he worked in education and healthcare sectors, including roles at Corsicana Independent School District, Burleson Independent School District, and Wise Health System. Expand Financial Group provides asset management, comprehensive portfolio management, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a range of analytical approaches to manage portfolios consisting of stocks, bonds, ETFs, mutual funds, and alternative investments, offering both discretionary and non-discretionary account management.

David Blair is a financial advisor at Quadcap Wealth Management, LLC with 21 years of industry experience. He holds the Series 66 designation and has been with Quadcap since 2009. 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 tailored asset allocation strategies, family office coordination, trustee services, and in-house tax preparation, utilizing advanced tools including an AI-enabled platform for estate planning.

Tamlyn Baker is a CFP® with 33 years of industry experience, currently serving at Parkway Wealth Management Group, LLC. She has been with Parkway and its related entities since 2016. Outside of her advisory role, she owns and manages B Rocking Ranch LLC, a timberland property, and is involved with Red Bird Hallow Inc., a support company related to a business publication. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets, serving a diverse client base including individuals, families, business owners, and institutional clients. The firm offers comprehensive financial planning and portfolio management, employing a personalized investment approach with diversified strategies across multiple asset classes.

Gina Aldaz is a financial advisor at Generational Wealth Advisors with eight years of industry experience. She holds a Series 65 credential and previously worked at NetEffect Marketing and Talis Advisors. Generational Wealth Advisors provides discretionary investment management, financial planning, and risk-management advice to individuals, trusts, foundations, pension plans, business entities, and charitable organizations. The firm employs a multi-team advisory model and emphasizes strategic asset allocation and diversification using institutional-share mutual funds, ETFs, and separately managed accounts.

Joel Hackney is a financial advisor at Parkway Wealth Management Group, LLC with 31 years of industry experience. He holds a Series 63 designation and previously worked at Raymond James Financial for 25 years before joining Parkway Wealth Management Group. Outside of his advisory role, he is solely involved with Solely Foster, LLC, a collegiate products business based in Tyler, TX. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and other institutional clients. The firm offers portfolio management, comprehensive financial planning, 401(k) advisory services, and financial consulting using a holistic, personalized investment approach with diversified portfolios and both in-house and third-party management strategies.

Chloe Silva is a financial advisor at Corus Family Wealth Advisors, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Corus, she worked at Charles Schwab & Co., Inc. and has held various roles including Autism Support Specialist and swim instructor. Corus Family Wealth Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes diversified, low-cost mutual funds and ETFs guided by modern portfolio theory, while also incorporating tailored allocations that may include private credit, private real estate, and derivatives.

Thomas Eifler Jr. is a financial advisor at WealthTrust Asset Management, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Peak Trust Financial Group Inc., PTF Investment Advisors, Inc., Canyon Creek Capital LLC, and Advisors Excel. In addition to his advisory roles, he is involved in insurance-related business activities through Canyon Creek Capital and other affiliated entities. WealthTrust Asset Management serves individuals, families, trusts, estates, retirement plans, and financial institutions, offering investment management and financial planning. The firm’s investment approach integrates quantitative screening with fundamental analysis through model portfolios, and it also provides services to unaffiliated registered investment advisers via sub-advisory and third-party platforms.

Emmanuel Iroko is a financial advisor at Harvest Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Plero, Artium, Selby Lane Capital, and Giverise, where he is also Founder and CEO. Outside of advisory work, he founded Varens SoftTech LLC, a technology talent recruitment and software development business. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charities. The firm employs a multi-advisor team approach and actively manages portfolios using a range of strategies and analyses tailored to client objectives.

Jackson Parrish is an advisor at Lemnis Capital with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Lemnis Capital, he worked at Innovation Partners LLC and Equitable Advisors. Outside of his advisory role, he also works as a delivery driver for Uber Eats and DoorDash on a part-time basis. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and institutional clients. The firm utilizes model portfolios and customized asset allocations, offering both discretionary and non-discretionary management, and features a subscription-based financial planning membership focused on education and decision support.