Stephan Celuch is a financial advisor at Crescent Advisor Group, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked for USSSA Inc. for 18 years. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to a diverse client base, including individuals, families, institutions, and non-profits. The firm combines technical and fundamental analysis in its investment approach and offers both discretionary and non-discretionary management, supported by a network of affiliated business lines and professionals.

Terry Bussard is a financial advisor with Nexus One Financial Advisors LLC in Plano, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Nexus One in 2025, he spent 15 years at Retirement Planners of America. Nexus One Financial Advisors LLC serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans with discretionary wealth management, portfolio management, and related financial planning and family-office services. The firm focuses on customized, long-term portfolio construction using diversified mutual funds and ETFs, while also incorporating individual stocks, bonds, and alternative investments based on client objectives and market conditions.

Jeffrey Mccain is a financial advisor with Trinity Portfolio Advisors, LLC in Southlake, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Trinity Portfolio Advisors since 2009 and also maintains a role with MassMutual Life Insurance Company since 2006. Outside of advising, Mccain serves on the boards of Teen Life, Inc. and Wise County Christian Counseling, both nonprofit organizations. Trinity Portfolio Advisors operates as a team of eight advisors providing financial planning, consulting, and investment management services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a risk-aware, probability-based investment approach that integrates multiple analytical techniques and leverages technology and independent managers to implement its strategies.

Gwendolyn Louie is a Series 65 licensed financial advisor with Provision Asset, LLC, based in Little Elm, TX. She has four years of industry experience and has been with Provision Asset in various capacities since 2018. Prior to her advisory career, she worked at HomeMaker from 2009 to 2018. 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 offers services including portfolio management, comprehensive financial planning, and qualified plan consulting.

Jeffrey Bowlby is a financial advisor at Dash Investments with 12 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fisher Investments, Bank of America, Merrill, and Cetera. Outside of his advisory role, he is a partner in Starsworn Entertainment LLP, a company focused on creating, publishing, and promoting serial progression fantasy. Dash Investments provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, estates, and trusts, generally targeting accounts with at least $1,000,000 in investable assets. The firm employs a long-term, value-oriented investment approach with integrated financial planning and tax analysis.

Jerred Crowley is a financial advisor with Bright Wealth Management, LLC in Lewisville, TX. He holds Series 63 and Series 65 licenses and has three years of industry experience, including prior roles at Charles Schwab and TD Ameritrade. Before entering the financial sector, he worked in other industries such as Cotiviti and Audio Fidelity. 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 with tailored asset-allocation models and continuous supervision, managing approximately $265 million across roughly 175 clients.

Kara Wilson is a financial advisor at Moss, Luse & Womble, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at East Texas Baptist University and Parker School Uniforms, LLC. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses a tactical allocation approach based on fundamental analysis and employs multiple proprietary investment models to align with client risk profiles.

Robert Holland is a financial advisor at Astra Wealth Management Group in Plano, TX, with 49 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Outside of his advisory role, he serves as a director for Tychee Wealth Partners and REH Holland LLC, operating companies related to his advisory work. Astra Wealth Management is an SEC-registered firm managing about $1.3 billion for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using a blend of fundamental, technical, cyclical, and charting analysis to tailor portfolios that include mutual funds, ETFs, stocks, bonds, options, and structured products.

Crystal Billing is a CFP® and holds a Series 66 designation with 18 years of industry experience. She has been with SFMG Wealth Advisors in Plano, TX, since 2016. SFMG Wealth Advisors is a Dallas-area wealth management firm with an 18-advisor team managing approximately $2.96 billion in client assets. The firm serves individuals, high-net-worth families, retirement plans, trusts, and corporate clients through a planning-first process that integrates financial planning and portfolio management.

Landon Mc Bride is a financial advisor at OpenAir Financial, LLC with 23 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with several firms, including AssetBuilder, Inc., Hedgeserv, and TD Ameritrade. OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis to manage portfolios with a range of strategies, offers comprehensive written financial plans, and conducts regular account reviews.

Shannon Pope is a CFP® professional with five years of industry experience. She has been with SFMG Wealth Advisors since 2018, following prior roles at RGT Wealth Advisors and PFG Advisors. SFMG Wealth Advisors provides personalized wealth management services to individuals, high-net-worth families, pension, and trust clients, integrating financial planning and investment management. The firm follows a planning-first approach, utilizing a centralized Investment Committee and advanced modeling tools to support retirement and investment decisions.

Annie Adkison is a financial advisor at GDS Wealth Management with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at USAA Investment Management Company and Raymond James Financial Services. GDS Wealth Management serves individual and high-net-worth clients through financial planning, consulting, and discretionary portfolio management. The firm employs a multi-advisor team approach and utilizes model portfolios informed by Raymond James research, managing approximately $1.28 billion in assets across diverse investment strategies.

George Townsend is a CFP® professional with 12 years of experience in financial planning and wealth advisory. He has been with Consilium Wealth Advisory, LLC since 2015 and previously operated as a sole proprietor. Townsend is also licensed as an insurance agent. Consilium Wealth Advisory serves individuals, high-net-worth clients, and corporate entities with fee-based investment management, comprehensive financial planning, and consulting services, employing both quantitative and qualitative analysis to build and monitor portfolios.

Zain Griffith is a financial advisor at Dash Investments with 16 years of industry experience and holds a Series 65 designation. He has been involved with Dash Acquisitions LLC since 2009. Dash Investments serves individuals, high-net-worth clients, estates, and trusts, typically managing accounts with at least $1 million in investable assets. The firm employs a long-term, value-oriented investment approach focused on a limited number of industries and integrates financial planning and tax analysis into its advisory services.

Robert Moses is a financial advisor with Beacon Financial Group in Dallas, TX, holding the ChFC® designation and Series 63 license. He has 57 years of industry experience and has worked with Kestra Advisory, Beacon Financial Group, Kestra Investment Services, and Execu/Comp., Inc. Outside of his advisory roles, he is the owner of TPG Financial, Inc. Beacon Financial Group provides wealth management, financial planning, retirement, and trust/estate consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business organizations. The firm offers discretionary portfolio management using a combination of fundamental, technical, and cyclical analysis, and manages approximately $1.3 billion in assets.

Kenneth Calhoun is a financial advisor at OpenAir Financial, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, Goldman Sachs Personal Financial Management, United Capital Financial Advisers, T. Rowe Price Investment Services, and Fidelity Investments Institutional Services. OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment approach includes fundamental analysis with strategies spanning long-term holdings and short-term trading, and client accounts are reviewed regularly for suitability, rebalancing, and tax-loss harvesting.

Sebastian Lopez Hafen is a financial advisor at Dash Investments in Plano, TX, with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Fisher Investments and NYLIFE Securities LLC. His background also includes roles outside finance, such as at GetLegal, Uber, and El Pulpo Restaurant. Dash Investments provides discretionary portfolio management and comprehensive financial planning primarily for individuals, high-net-worth clients, estates, and trusts with at least $1 million in investable assets. The firm focuses on a long-term, value-oriented investment approach and integrates tax planning and financial planning into its advisory services.

Jennifer Dragon is a CFP®, PFS™, and Series 65 licensed financial advisor with eight years of industry experience. She has worked at Main Street Retirement Planning since 2022 and previously held positions at MMWKM, Personal Consulting, and Deloitte. Jennifer is also licensed to sell insurance products. Main Street Retirement Planning, LLC provides discretionary portfolio management and financial planning services to individuals, high net worth clients, plan participants, and institutions, managing over $716 million in assets. The firm employs a tactical, trend-based investment approach using SEI mutual funds and emphasizes regular monitoring and rebalancing of client portfolios.

Brett Rudman is a Series 65-licensed financial advisor with SFMG Wealth Advisors in Plano, TX, and has been in the industry since 2020. His prior experience includes roles at The Siegfried Group, Sportailor, Inc., KPMG, and the University of Miami. SFMG Wealth Advisors is a Dallas-area wealth management firm serving individuals, high-net-worth families, retirement plans, trusts, and corporate clients. The firm follows a planning-first process with strategic asset allocation overseen by an Investment Committee and uses a diversified sleeve approach to portfolio construction.

William Little is a financial advisor at Ascentis Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at ORG Partners Asset Management, ORG Wealth Partners, Cain Watters & Associates, Mass Mutual, Southern Methodist University, Price Waterhouse Coopers, and Baylor University. Outside of his advisory role, he works as a part-time tennis coach. Ascentis Wealth Management serves individual and high-net-worth clients, institutional plan sponsors, trusts, estates, and business entities by providing financial planning, investment management, retirement plan consulting, and related services. The firm uses a documented investment policy process and implements portfolios through strategic and tactical asset allocation, employing both in-house and third-party models.