Daniel Thomas is a financial advisor at Provision Asset, LLC with three years of industry experience. He holds a Series 65 designation and has prior experience at Ivantage LLC and KXII-TV. Outside of his advisory role, he owns In Focus Consulting LLC, an insurance agency. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies. The firm manages assets on a discretionary basis using fundamental, technical, and cyclical analysis to construct diversified portfolios, and it operates seven offices with a team of six advisors.

Gregory Coleman is a financial advisor with Astra Wealth Management Group in Plano, TX, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior roles include positions at Merrill, UBS Financial Services, and Citigroup Global Markets. Astra Wealth Management 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 incorporating multiple analytical methods and utilizes a range of portfolio construction techniques including options and derivatives.

Casey Short is a financial advisor with Provision Asset, LLC, holding a Series 65 credential and 11 years of industry experience. He has been with Provision Asset since 2016 and also serves as president of Provision Retirement, LLC. Additionally, Short works as a seminar instructor for the Council of Financial Educators, focusing on retirement topics. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies. The firm manages assets on a discretionary basis using fundamental, technical, and cyclical analysis, and employs sub-advisors and third-party money managers to construct and monitor diversified portfolios.

Howard Chen is a financial advisor at WealthStar Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at WealthStar since 2013. His prior experience includes roles at Independent Financial Partners, Peregrine Diversified Investment Services, Concordius Capital Advisors, Brewer Investment Advisors, and Ameriprise. Chen also serves as an independent contractor with the UFC, providing fixed product and insurance sales. WealthStar Advisors, LLC offers investment advice and financial planning to individuals, high-net-worth clients, and small business owners, utilizing a quantitatively informed approach that incorporates client questionnaires, optimization models, and option strategies. The firm is notable for delivering discretionary management through a sponsored wrap fee program and employing proprietary strategies involving derivatives and long-dated options.

Alex Goldstein is a financial advisor at Atlas with seven years of industry experience and holds a Series 66 designation. He has worked at several firms including Bank of America, Merrill, and Chesapeake Asset Management. Outside of his advisory role, he serves as Vice President of Investor Relations at Percent Technologies, an investment platform technology company, and is the founder of Spreadwise LLC, a financial services venture affiliated with Atlas. Atlas provides wealth management and financial planning to individuals, high-net-worth clients, families, trusts, estates, businesses, retirement plans, and pooled investment vehicles. The firm employs a combination of fundamental and technical analysis within a primarily long-term, index-based investment framework, and is notable for sponsoring private investment vehicles including a private credit fund.

Tommy Willams is a financial advisor with AssetBuilder, Inc., holding a Series 65 credential and two years of industry experience. His prior work includes roles at Southern Methodist University and Dew Wealth Management. AssetBuilder, Inc. is a fee-only, SEC-registered investment adviser serving individual clients and other account types. The firm employs a buy-and-hold strategy based on modern portfolio theory, focusing on diversified asset allocation and utilizing primarily Dimensional Fund Advisors funds in its portfolio management.

Candy Hawkins is a financial advisor at Astra Wealth Management Group with 29 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Outside of her advisory role, Hawkins is the director and owner of Page's House, an organization focused on educating teen mothers in basic living skills. Astra Wealth Management Group serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing $1.568 billion in assets. The firm employs a long-term investment approach that integrates fundamental, technical, cyclical, and charting analysis to build diversified portfolios using various investment vehicles and offers a subscription-based consulting service.

Garrett Williams is a financial advisor with Corus Family Wealth Advisors, Inc. in McKinney, TX. He holds a Series 65 credential and has five years of industry experience. His work history includes roles at Schubert & Company, Inc., Financial Innovations LLC (dba Wisdom Index Advisors), and Beacon Pointe Advisors. Corus Family Wealth Advisors provides discretionary portfolio management, financial planning, and family office services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a diversified investment approach based on modern portfolio theory, emphasizing low-cost institutional mutual funds and ETFs with tailored allocations including private funds and alternative investments.

Helen Conley is a financial advisor at Parkway Wealth Management Group, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors and Westwood Wealth Management. Outside of her advisory role, she is involved in a family business, Solely Foster, and is licensed as an independent insurance agent. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves a diverse client base including individuals, families, business owners, and institutional clients. The firm offers comprehensive financial planning and portfolio management using a personalized investment approach with portfolios diversified across multiple asset classes and strategies.

Westley Schubert is a financial advisor at Corus Family Wealth Advisors, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Corus, he worked at The Boeing Company for three years. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation approach using diversified portfolios mainly composed of ETFs and institutional mutual funds, supplemented by a broad range of asset classes and third-party research.

Michael Goodman is a financial advisor at Parkway Wealth Management Group, LLC with 52 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Morgan Stanley, Citigroup Global Markets, Wells Fargo Clearing, and Prudential Equity Group. Goodman is also separately licensed as an independent insurance agent. 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 employs a holistic, personalized investment approach with diversified portfolios and offers services including portfolio management, financial planning, and 401(k) plan advisory.

David White is a financial advisor at SFMG Wealth Advisors with 24 years of industry experience. He holds a Series 63 designation and has been with SFMG Wealth Advisors since 2007. SFMG Wealth Advisors is a team-based firm that provides integrated financial planning and discretionary portfolio management to individuals, families, pension plans, trusts, and corporate clients. The firm uses a centralized Investment Committee to implement personalized investment programs and emphasizes ongoing team-based planning and regular portfolio reviews.

Mark Lagrone is a CFA® charterholder and holds the Series 66 designation with 13 years of industry experience. He is currently with Bright Wealth Management, LLC and its affiliate Bright Equities, LLC, where he has held roles since 2016, including Senior Vice President and Director of Bright Equities. In that capacity, he manages deal flow and due diligence for private and public investments and assists in managing model portfolios. 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 about 175 clients through a team of seven advisors, offering discretionary portfolio management based on tailored asset-allocation models and continuous supervision.

Thomas Kowalczyk is a financial advisor at SteadTrust with 16 years of industry experience. He holds the Series 66 designation and has previous experience at B.Riley Wealth Management and WFG Investments. SteadTrust is a team advisory firm managing approximately $438.9 million with nine advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, and pension/401(k) consulting, employing a variety of investment strategies and managing accounts primarily on a discretionary basis.

Erika Howell is a CFP® and holds a Series 66 license, with three years of industry experience. She has worked at Moss, Luse & Womble, LLC since 2025 and previously held roles at Ausdal Financial Partners, INC and CFO4Life. Moss, Luse & Womble serves individuals, including high-net-worth clients, 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 through tactical allocation primarily using exchange-traded funds and mutual funds, supported by proprietary risk-profile investment models and fundamental analysis.

Christopher Corjay is a financial advisor with Black Knight Wealth Management, LLC, holding a Series 65 designation and bringing 12 years of industry experience. His career includes roles at Vision Advisors, Inc., Optivise Advisory Services, and OnPointe Advisory and Financial Services, LLC. Corjay is also a CFO and part-owner of 1 Plus 1 Equal 3, Inc. Black Knight Wealth Management serves individual and high-net-worth clients, offering portfolio management, financial planning, and personal services. The firm employs a multifaceted investment approach that includes discretionary management of model portfolios and tailored strategies, with access to private funds managed by an affiliated adviser as well as traditional investment vehicles.

Kenneth Blattenbauer Jr. is a financial advisor with Kingstone Capital Partners Texas, LLC, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. He has held roles at Morgan Stanley and various investment and insurance entities, including serving as CEO and CCO of Kingstone Capital Partners Texas. Outside of advisory services, he is involved in managing multiple related businesses, including insurance agencies and private fund vehicles. Kingstone Capital Partners Texas provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm employs a combination of bottom-up fundamental analysis and top-down overlays and distinguishes itself by using derivatives and quantitative risk controls within separately managed accounts.

Jonathan Mc Entire is a financial advisor with Provision Asset, LLC and holds a Series 65 credential. He has five years of industry experience and has worked with Provision Asset since 2020. Prior to this, he held roles at Hilton Hotels, Omni Hotels and Resorts, and Highland Dallas Hotel. Additionally, he is active as an insurance agent with Provision Retirement, LLC. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies. The firm provides ongoing portfolio management, comprehensive financial planning, and qualified plan consulting, utilizing fundamental, technical, and cyclical analysis to construct and monitor diversified portfolios.

Christopher Cayet is a CFA® charterholder with four years of industry experience. He has been with SFMG Wealth Advisors since 2016. SFMG Wealth Advisors is a team-based wealth management firm serving individuals, families, pension plans, trusts, and corporate clients. The firm offers integrated financial planning and discretionary portfolio management, employing a centralized Investment Committee to guide personalized investment programs with options for values-based investing.

Robert Alston Jr. is a financial advisor at Quadcap Wealth Management, LLC in Frisco, TX, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Quadcap Wealth Management for over a decade. 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 technology-driven solutions, including an AI-enabled platform for estate planning and integrated tax preparation, tailoring strategies to clients’ specific goals and needs.