Kenneth Painter is a CFP® professional with 24 years of industry experience, currently serving at Strata Wealth Advisors, LLC since 2017. His prior experience includes roles at Mutual Securities, Inc. and Lincoln Financial Advisors. Outside of financial advising, he is president of Education Without Borders, a charity focused on educational projects for underprivileged individuals. Strata Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and institutional clients. The firm employs a tailored investment approach that includes equities, fixed income, mutual funds, ETFs, options, and alternative investments, supported by technology platforms and sub-advisors.

Richard Adkisson is a financial advisor with Crescent Advisor Group, Inc. in Plano, TX, holding a Series 65 designation and bringing 19 years of industry experience. He has been with Crescent Advisor Group since 2006 and is also a member of Greenbrier Associates LLC, where he provides real estate consulting related to non-publicly owned real estate. Crescent Advisor Group, Inc. serves a diverse client base including individuals, families, high-net-worth clients, and institutional investors, offering financial planning, portfolio management, and pension consulting. The firm employs a combination of technical and fundamental analysis across various investment strategies and integrates affiliated business lines such as brokerage and insurance services.

Porter Ozanne III is a financial advisor at Probity Advisors, Inc. in Dallas, TX, holding the ChFC® designation with 26 years of industry experience. He has been with Probity Advisors since 2002 and is also involved with FA Holdings, Inc., a technology services company providing data analytics and integration services. Additionally, he operates a life insurance agency as a sole proprietor. Probity Advisors, Inc. offers discretionary portfolio management, financial planning, annuity allocation, consulting, and retirement plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm employs an investment approach that integrates active stock selection, fixed-income management, tactical ETF allocation, and quantitative rebalancing tailored to clients’ objectives and risk profiles.

Kelley Schubert is a CFP® with 26 years of industry experience, currently serving at Corus Family Wealth Advisors, Inc. in McKinney, TX. She has held leadership roles in multiple oil and gas exploration partnerships and maintains an affiliated accounting practice, Kelley J. Schubert, P.C. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, utilizing a long-term, asset-allocation approach grounded in modern portfolio theory. The firm typically employs diversified portfolios of ETFs and institutional mutual funds, with access to a broad range of asset classes including private credit, private real estate, and oil and gas partnership interests.

Kira La Sage is a financial advisor at Lemnis Capital with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Equitable Advisors, LLC. Outside of financial advising, she is employed as a painter at La Sage Contracting Services. Lemnis Capital is an SEC-registered advisory firm managing approximately $97.9 million for around 352 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and direct indexing solutions to individuals, retirement plans, trusts, and other entities, utilizing both model portfolios and customized asset-allocation strategies.

Alejandro Sierra is a financial advisor at SWBC Investment Company with 14 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at J.P. Morgan Securities LLC and Money Concepts Capital Corp. SWBC Investment Company provides investment advisory services to individuals, including high-net-worth clients, as well as banking institutions, charities, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, and private fund management, utilizing internal teams and sub-advisers to implement tailored investment strategies.

Joshua Davis is a financial advisor at Moss, Luse & Womble, LLC with one year of industry experience. He holds a Series 65 designation and has previous work experience at East Texas Baptist University and Tapestry of Grace Prep School. Moss, Luse & Womble, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering fee-based discretionary portfolio management, financial planning, pension consulting, and accounting and payroll services. The firm employs a tactical allocation approach using proprietary risk models and primarily invests in exchange-traded funds and mutual funds to tailor portfolios to client objectives.

David Wulfert is a financial advisor at Corus Family Wealth Advisors, Inc. with one year of industry experience. He holds a Series 65 credential and has previous experience at HighGround Advisors, High Street Logistics Properties, and Sandia National Laboratories. Wulfert also spent several years working in education-related roles, including at Dallas Baptist University and Pensacola Christian Academy. Corus Family Wealth Advisors is a registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on diversified, low-cost institutional mutual funds and ETFs, guided by modern portfolio theory, while also employing tailored allocations that may include private credit, private real estate, oil and gas partnerships, and derivatives in certain accounts.

Szilvia Nador is a financial advisor at Moss, Luse & Womble, LLC with a Series 65 designation and four years of industry experience. Her prior work includes positions at KPMG, Whole Foods Market, and Wells Fargo. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by offering discretionary portfolio management, financial planning, and pension consulting. The firm uses a tactical allocation approach with proprietary investment models tailored to client risk profiles and also provides integrated accounting, tax preparation, payroll, and third-party administrator services to business clients and retirement plans.

Joshua Gideon is a CFP® with 14 years of industry experience, currently with Richard P. Slaughter Associates, Inc. He has previously worked at Charles Schwab and Charles Schwab Bank. Outside of his financial advisory roles, he was involved with Utopian Bartending for nine years. Richard P. Slaughter Associates, Inc. provides wealth management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm combines active asset management with comprehensive financial planning, employing various investment strategies including options and manager selection, and offers both discretionary and nondiscretionary account management.

Jacob Andrew Howeth is a Series 66-registered advisor at Generational Wealth Advisors with eight years of industry experience. His work history includes roles at Fisher Investments, CUSO Financial Services, and Fidelity before joining Generational Wealth Advisors. Generational Wealth Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans. The firm uses a multi-disciplinary team approach emphasizing strategic asset allocation, diversification, and periodic rebalancing, primarily employing institutional mutual funds, ETFs, separately managed accounts, and alternative investments.

Matthew Bryan is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Moss, Luse & Womble, LLC since 2012. Moss, Luse & Womble, LLC advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using proprietary risk models and combines investment advisory services with accounting, tax preparation, payroll, and third-party administration support for retirement plans.

Jennifer Grant is a CFP® professional with 10 years of experience in the financial services industry. She has been with Perryman Financial Advisory, Inc. and Perryman Securities, Inc. since 2017. Prior to that, she worked at Financial Gravity Wealth Inc. and operated Grant Associates Consulting, which includes a family fitness camp business. Grant also serves on the finance committee of First United Methodist of Richardson and is a director overseeing the budget for The Ark House, a nonprofit providing low-cost housing to patients traveling to Dallas for medical care. Perryman Financial Advisory, Inc. is an SEC-registered investment adviser with a team of eight advisors managing over $1 billion for approximately 510 clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans.

Caleb Madden is a financial advisor at Madden Asset Management in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Madden Asset Management, he worked at Hodges Capital Management. Madden Asset Management provides discretionary and non-discretionary investment supervisory services and consulting to individuals, corporations, trusts, and other organizations, employing both fundamental and technical analysis to manage assets across multiple investment types.

Ryan Taylor is an advisor at Lemnis Capital in Richardson, TX, holding the ChFC® designation and Series 66 license with three years of industry experience. He has worked at several firms including Equitable Advisors and MassMutual, and also serves as a group fitness coach at Crossfit Gallant. Lemnis Capital manages approximately $97.9 million for around 352 clients and offers portfolio management, financial planning, retirement plan consulting, and direct indexing solutions for individuals, trusts, and retirement plans. The firm uses model portfolios and customized asset allocation strategies, combining discretionary and non-discretionary management with multiple third-party platform partnerships.

Travis Ferguson is a financial advisor at Moss, Luse & Womble, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with the firm since 2012. Moss, Luse & Womble, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers fee-based discretionary portfolio management, financial planning, pension consulting, and provides accounting, tax preparation, and payroll services. Their investment approach uses tactical allocation based on fundamental analysis and proprietary risk models tailored to client objectives, primarily utilizing exchange-traded funds and mutual funds.

Daniel Dooley is a financial advisor at MIAI, Inc. in Dallas, TX, with 38 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. In addition to his advisory roles, he has served as a director of the Blanche Stanley Foundation since 2013, assisting with the management of its assets. MIAI, Inc. provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $213 million for around 274 clients through a team of four advisors, utilizing proprietary programs and platforms such as the MIAI Advisor Program and Fidelity Managed Account Xchange.

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.

John Howard is a financial advisor at Howard Financial Services, Ltd. in Dallas, TX, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Howard Financial Services, Inc. since 2003. Howard serves as a board member of the Camp John Marc Foundation, which operates a camp for disabled or impaired children. Howard Financial Services, Ltd. is a fee-only wealth management firm that provides personalized investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm employs strategic asset allocation across various asset classes and manages most client accounts on a discretionary basis.