Robert Badger is a financial advisor at Dash Investments with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Dash Investments in 2025, he worked at Fisher Investments, Bank of America, Merrill, JPMorgan Chase Bank, J.P. Morgan Securities LLC, and Thrivent Financial. Dash Investments provides discretionary portfolio management and comprehensive financial planning services primarily to individuals, high-net-worth clients, estates, and trusts with at least $1,000,000 in investable assets. The firm employs a long-term, value-oriented investment approach focused on a limited number of industries, integrating financial planning and tax analysis into client relationships.

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 with Astra Wealth Management Group in Plano, TX, holding a Series 63 designation and 27 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments, Wells Fargo Advisors, and A. G. Edwards & Sons, Inc. He also owns and operates Zurlis Wealth Management, LLC. Astra Wealth Management provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using diversified portfolios that may include derivatives and engages independent managers and institutional platforms to manage assets.

Cooper Segars is a financial advisor at QuadCap Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and previously worked at SWMG, LLC and Baird. Segars also spent six years at Texas Tech University and had entrepreneurial involvement 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 tailored asset allocation strategies, family office coordination, trustee services, in-house tax preparation, and employs an AI-enabled platform to assist with estate planning.

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.

Victoria Areingdale is a CFP® professional with 11 years of industry experience, currently serving as an advisor at CFO4Life. Her prior roles include positions at Ausdal Financial Partners, USAA investment and financial advisory firms, and Charles Schwab Co. She is also involved in assisting advisors with client-related planning activities through CFO4LIFE, LLC. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities by providing comprehensive financial planning, discretionary investment management, retirement plan advisory, and cash-management solutions. The firm emphasizes diversified asset-allocation models across a range of investment vehicles and typically manages accounts on a discretionary basis while offering participant education and corporate financial wellness programs.

Stephanie Williams is a CFA® charterholder with 17 years of industry experience. She is currently with TFR Capital, a team-based firm where she has worked since 2024. Prior to joining TFR Capital, she was employed at Envestnet Asset Management for five years and had a four-year period as a homemaker. TFR Capital serves individuals, including high-net-worth clients, as well as entities such as family offices, trusts, estates, and qualified retirement plans. The firm offers personalized financial planning and discretionary investment management, employing a combination of fundamental, quantitative, and technical analysis with an emphasis on long-term strategies using low-fee investment vehicles.

Justin Anderson is a financial advisor with GDS Wealth Management in Flower Mound, TX. He holds a Series 65 designation and has been with GDS since 2026. Prior to joining the firm, he held positions in various industries including home maintenance and restoration, and worked in education at Brigham Young University - Idaho. GDS Wealth Management provides financial planning, consulting, and investment management services to individual clients, including high-net-worth households. The firm manages approximately $1.8 billion in assets through a team of 22 advisors and utilizes model portfolios developed with research from Raymond James, focusing primarily on asset allocation.

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® professional with six years of industry experience, currently serving at Astra Wealth Management Group. His prior experience includes roles at LPL Enterprise, Pruco Securities, LLC, and Prudential Financial. Astra Wealth Management Group provides wealth management, investment 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 that incorporates multiple analytical methods and constructs diversified portfolios across various asset types.

Zachary Duren is a financial advisor at Crescent Advisor Group, Inc. He holds a Series 66 designation and has five years of experience in the industry. Prior to joining Crescent Securities Group, Inc., he worked at TruGreen and Lone Star Park. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to a diverse range of clients, including individuals, families, institutions, and non-profits. The firm employs a combination of technical and fundamental analysis and offers both discretionary and non-discretionary management, supported by a network of affiliated business lines and professionals.

Brian Chastain is a CFP® professional with 35 years of industry experience. He is currently affiliated with CFO4Life Group, LLC since 2017 and has been associated with Ausdal Financial Partners since 2012. Outside of his advisory role, he owns MGMT4Life, LLC, which provides management and supervisory services to his firm, and he also operates an aircraft through Fly4Life, LLC. CFO4Life offers comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm employs diversified asset allocation models across various asset classes and utilizes institutional research and technology to tailor portfolios to clients’ objectives and risk tolerance.

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.

Victoria Geiger is a financial advisor with GDS Wealth Management in Flower Mound, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at several firms including Raymond James Financial Services and Equitable Advisors. GDS Wealth Management serves primarily high-net-worth individual clients, managing approximately $1.8 billion in assets through a team of 22 advisors. The firm focuses on discretionary portfolio management and retirement-rollover guidance, implementing client portfolios using model allocations developed with research from Raymond James.