Nicholas Noll is a financial advisor at RFG Wealth Advisory holding a Series 65 designation with six years at the firm in various roles. Prior to joining RFG, he worked for First Eye Care for ten years. RFG Wealth Advisory serves individual and high-net-worth clients with wealth management, discretionary portfolio management, financial planning, and retirement consulting. The firm emphasizes customized portfolios, uses options and derivative strategies, and employs AI tools to support client interactions.

Jordan Kast is a financial advisor at GDS Wealth Management with seven years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc., and Raymond James Financial. Kast has been with GDS Wealth Management since 2019. GDS Wealth Management provides financial planning, consulting, and investment management services primarily to high-net-worth individuals. The firm manages approximately $1.8 billion in client assets across a team of 22 advisors, focusing on discretionary portfolio management and retirement-rollover guidance using model portfolios developed with research support from Raymond James.

Lyndsey Monahan is a financial advisor at Precision Wealth Strategies, LLC with 11 years of industry experience. She holds the ChFC® and Series 63 credentials and has previously worked at firms including Women Inspire Wealth, Transamerica Financial Advisors, and New York Life. Outside of advisory work, she is co-owner of a family farm and serves as CEO of her own consulting firm. Precision Wealth Strategies provides holistic financial planning and investment management services to individuals, corporations, trusts, and retirement plans. The firm employs a Life-Timing Allocation approach to align assets with clients’ cash-flow needs and risk tolerance, and offers specialized retirement plan consulting and fiduciary services.

Chase Estrada is a financial advisor at Trinity Portfolio Advisors, LLC with three years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Trinity, he worked at firms including J.P. Morgan Securities, Charles Schwab Co., Inc., and Fidelity Investments. Trinity Portfolio Advisors offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes risk management through probability-based decision making and employs a variety of analytical methods, including fundamental and technical analysis, to guide investment strategies.

Emilio Gonzalez is a financial advisor at RFG Wealth Advisory with 10 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Invest Financial Corporation. Gonzalez has been with RFG Wealth Advisory since 2016 and also has a longstanding association with Robinson Financial Group. RFG Wealth Advisory serves individual clients, including high-net-worth households, offering wealth management, financial planning, and portfolio consulting. The firm utilizes fundamental and technical analysis alongside modern portfolio theory to build diversified portfolios, incorporating derivatives and option-writing strategies within separately managed accounts.

Brooke Chandler is a financial advisor at Bright Wealth Management, LLC with three years of industry experience. She holds the Series 65 designation and previously worked at Parkway C&A, LP and the City of The Colony. Bright Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $265 million for about 175 clients through a team of seven advisors, providing discretionary portfolio management with tailored asset-allocation models and continuous portfolio supervision.

Darrell Haynes is a CFP® with 18 years of industry experience, currently serving at Trinity Portfolio Advisors, LLC since 2025. He previously worked for 15 years at Team Financial Strategies. Outside of his advisory role, he is a 50% owner of Hayion Holdings LLC, a non-investment business based in Granbury, Texas. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for nearly 700 clients. The firm provides financial planning, consulting, and investment management services, employing a risk-focused, probability-based investment approach that incorporates multiple analytical methods and proprietary models.

Matthew Harwell is a financial advisor at Veracity Capital LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Veracity Capital since 2018, following eleven years at The Ayco Company, LP and a brief tenure at F3 Logic, LLC. He is also a licensed insurance agent at Veracity Capital Risk Management LLC. Veracity Capital LLC provides investment management, financial planning, and retirement plan advisory services mainly to high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a long-term, customized portfolio approach utilizing mutual funds, ETFs, individual equities, and fixed income, along with option overlay strategies and discretionary management.

Bethany Ahlquist is a financial advisor at Meristead Wealth, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Stansberry Asset Management and Goldman Sachs. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, offering separately managed accounts and third-party asset management programs. The firm employs a value-oriented investment approach combining top-down macro analysis with fundamental bottom-up research and manages multiple private credit funds designed for accredited investors and certain retirement accounts.

Nicholas Blankl is a CFA® charterholder with 11 years of industry experience. He has been with Consilium Wealth Advisory, LLC since 2015 and is also affiliated with Black Oak Investment Management Company, where he provides retirement plan advisory services. Outside of advisory work, he serves as Treasurer for the International Leadership Academy, a French language immersion school, where he oversees financial management and long-term strategy. Consilium Wealth Advisory is a fee-based firm serving individuals, high-net-worth clients, and corporate entities with portfolio management, comprehensive financial planning, and consulting services. The firm employs a fiduciary approach and utilizes both quantitative and qualitative analysis to construct portfolios, including its discretionary equity-focused "Consilium Core" strategy.

Aaron Estrada is a financial advisor with Trinity Portfolio Advisors, LLC in Southlake, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been associated with Estrada Webb And Associates and Trinity Portfolio Advisors for the past 10 years. Outside of advisory work, he is involved in youth football coaching and provides tax preparation and business consulting services. Trinity Portfolio Advisors offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes downside risk quantification and probability-based decision making, employing a variety of analytical methods and proprietary strategies alongside independent manager allocations.

Michael Lemich is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with RFG Wealth Advisory and has previously worked at LPL Financial, SagePoint Financial, and Boda Financial Group. RFG Wealth Advisory provides investment advisory services to individual and high-net-worth clients, offering wealth management, financial planning, and portfolio consulting. The firm uses fundamental and technical analysis alongside modern portfolio theory to build diversified portfolios and employs derivatives and option-writing strategies within separately managed accounts.

Elizabeth Allie is a financial advisor with CFO4Life, holding a Series 66 designation and 19 years of industry experience. She has been with CFO4Life since 2013 and also works with Ausdal Financial Partners. Outside of advisory roles, she provides tax preparation and business consulting services through LMBC II and serves as a notary public in Texas. CFO4Life serves affluent individuals, executives, retirement plans, corporations, trusts, and other entities by offering comprehensive financial planning, discretionary investment management, and corporate financial wellness programs. The firm employs diversified asset-allocation strategies with a range of investment vehicles and typically manages client accounts on a discretionary basis.

Samuel Pond is a CFP® with six years of industry experience, currently serving as a financial advisor at Keener Financial Planning since 2020. His prior experience includes roles at Raymond James Financial Services and Carter Advisory Services. He is a member of GPN Alliance, Inc., which owns the Garrett Planning Network, and dedicates time monthly to this professional association. Keener Financial Planning advises individuals, trusts, small businesses, organizations, and pension plans, offering modular financial planning and portfolio management through hourly, flat fees, or ongoing retainers. The firm emphasizes a long-term, largely passive investment approach using low-cost index funds and ETFs, with selective active management and quarterly portfolio reviews.

Reem Hussein is a CFP® with six years of industry experience currently serving at Azzad Asset Management, Inc. She has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, MML Investors Services, and MassMutual/Spectrum Financial Group. In addition to her advisory role, she teaches an online course on Financial Literacy and Well-Being as an adjunct professor at Shepherd University. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, foundations, endowments, registered mutual funds, trusts, and small businesses. The firm focuses on socially responsible Islamic investing, using proprietary screening tools to exclude certain industries and offering multiple asset-allocation strategies through a combination of its investment team and independent model managers.

Katrina Robertson is a financial advisor at Black Knight Wealth Management, LLC with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Strongtower Wealth Management and G.A. Repple & Company. Outside of advising, she is an author, public speaker, and serves as campaign treasurer for the Garland County Tax Collector. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination with other professional advisors. The firm uses a diversified investment approach incorporating fundamental, quantitative, and technical analysis, and offers tailored strategies through discretionary management and model portfolios.

Randall White is a financial advisor with ACP Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with ACP Capital Management since 2015 and is also associated with ACP Securities, LLC. He is registered with ACP Capital Management to service personal and family accounts. ACP Capital Management provides discretionary and non-discretionary investment management to individuals, private funds, and institutional clients. The firm uses model-based and manager-led strategies incorporating ETFs, UCITS, fixed income, and alternative exposures, and offers services including separately managed accounts, wrap fee programs, and consolidated wealth reporting.

Christopher Caporaletti is a financial advisor at Bright Wealth Management, LLC with 13 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at several firms, including Equitable Advisors and AXA Advisors. Caporaletti has been with Bright Wealth Management since 2022 as part of a seven-advisor team. Bright Wealth Management 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, building tailored asset-allocation models and providing ongoing portfolio supervision using a mix of equities, ETFs, mutual funds, and other securities.

Claire Snider is a financial advisor at Meristead Wealth, LLC with a Series 65 designation and three years of industry experience. She previously worked at Stansberry Asset Management and Moneta. Meristead Wealth, LLC offers discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, utilizing a value-oriented investment approach that combines macro analysis and fundamental research across global equities and credit. The firm also manages private credit funds for accredited investors and retirement accounts.

Julian Di Bona is a financial advisor at GDS Wealth Management with a Series 65 designation and two years of industry experience. His prior roles include positions at RubinBrown and Target, as well as an academic tenure at Southern Methodist University. GDS Wealth Management offers financial planning, consulting, and investment management services primarily to individual and high-net-worth clients. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management, emphasizing asset allocation using model portfolios developed with guidance from Raymond James.