Cameron Teel is a CFP® and holds a Series 65 license, with two years of industry experience. He currently works at Moss, Luse & Womble, LLC in Plano, TX. His prior experience includes roles at Howard, LLP and BKD, LLP. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing fee-based portfolio management, financial planning, and pension consulting. The firm uses a tactical allocation approach with proprietary risk-profile investment models and fundamental analysis to manage discretionary client portfolios.

Mark Filardi is a financial advisor with Astra Wealth Management Group in Plano, TX, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Filardi is involved as a partner in Astra Wealth Management Group and owns companies operating as registered investment advisors. Astra Wealth Management Group 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 using diversified portfolios and incorporates options and derivatives in separately managed accounts.

Benjamin Gerald is a financial advisor at Quartz Partners Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including MassMutual Investors Services, New York Life Insurance Company, and Eagle Strategies. Gerald is the founder and president of 75INC LLC, a professional networking association, and serves as president of NAIFA - Dallas. He is also co-founder and managing partner of Audible Financial Group and Audible Consulting, focusing on fixed insurance solutions and coaching insurance agents. Quartz Partners Investment Management provides model-based investment management for individual investors, retirement plans, institutions, and financial intermediaries. The firm combines top-down macro analysis with bottom-up stock selection across multiple model portfolios, offering discretionary account management and advisory services through various delivery platforms.

Ian Fritz is a financial advisor at Castleview Partners, LLC in Dallas, TX, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Fisher Investments. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, offering both discretionary portfolio management and access to third-party money managers. The firm uses a combination of internally managed models, third-party model marketplaces, and direct holdings, supported by its aiAlpha platform which delivers operational and trading services to Castleview-managed and external accounts.

Ryan Ferguson is a CFP® professional with 16 years of industry experience, currently serving at Insight Wealth Partners in Plano, TX. He has been with the firm since 2010. Outside of his advisory role, Ferguson is a partner at Ferguson Group, LLC, where he prepares a limited number of tax returns, and he is involved in commercial real estate management as the managing member of 3333 Premier Properties, LLC. Insight Wealth Partners provides asset management, comprehensive financial planning, pension consulting, and referrals to third-party money managers for a diverse client base including individuals, families, trusts, corporations, and retirement plan sponsors. The firm uses a multi-advisor team approach and employs investment strategies that combine both strategic and tactical asset allocation with fundamental and technical analysis.

Bruce Griffith is a financial advisor at AssetBuilder, Inc. with 18 years of industry experience. He holds a Series 65 designation and has been with AssetBuilder since 2007. AssetBuilder provides investment management and financial planning services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a buy-and-hold, asset-allocation strategy based on Modern Portfolio Theory, focusing on diversification primarily through Dimensional Fund Advisors products, with portfolios tailored to client objectives and risk profiles.

Michael Lowe is a financial advisor at Insight Wealth Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Insight Wealth Partners since 2010. Outside of his advisory role, he manages commercial real estate through 3333 Premier Properties, LLC and owns a ranching operation at Red Arrow Ranch, LLC. Insight Wealth Partners serves individuals, trusts, retirement plans, and businesses, offering financial planning, portfolio management, and pension consulting. The firm utilizes a strategic investment approach combining Modern Portfolio Theory with tactical asset allocation and a Synthetic Equity Portfolio strategy, and it provides ongoing oversight and due diligence for client accounts.

Julianne Hoerman is a financial advisor with Nexus One Financial Advisors LLC in Plano, TX. She holds a Series 65 designation and has been in the financial advisory industry since 2023. Prior to entering finance, she spent over a decade with Rodan + Fields Dermatologist and two decades with Shaklee. Nexus One Financial Advisors LLC is an SEC-registered firm serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary wealth management and financial planning, using predominantly long-term, customized portfolio strategies that incorporate diversified mutual funds, ETFs, and other investment vehicles.

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.

Derek Soliz is a financial advisor at Fulcrum Wealth Management in Plano, TX, with 14 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at FulcrumIO from 2016 to 2019. He has been associated with Fulcrum Equity Management, LLC since 2015. Fulcrum Equity Management, LLC provides discretionary portfolio management, financial planning, and consulting services to individual clients, employee benefit plans, and other registered investment advisers. The firm employs fundamental and technical analysis to build individualized strategies and also offers sub-advisory services and serves as a wrap fee program sponsor.

Jon Reppert is a CFP® with 39 years of experience in the financial services industry. He is a senior partner and sole owner at Spectrum Advisors, Inc., where he has worked since 1984. His prior experience includes roles at Kalos Capital, Inc. and Madison Avenue Securities, LLC. Reppert also works as an insurance agent with Advisors Excel. Spectrum Advisors serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, private business owners, and retirement plan participants. The firm offers discretionary and non-discretionary portfolio management, financial planning and consulting, and qualified retirement plan consulting, utilizing asset-allocation models, fundamental analysis, and third-party money managers.

Howard Chen is a financial advisor with WealthStar Advisors, LLC in Plano, TX, holding a Series 66 designation and 23 years of industry experience. He has worked with WealthStar Advisors since 2013 and also maintains affiliations with Independent Financial Partners and Peregrine Diversified Investment Services. Outside of traditional advisory roles, Chen serves as an independent contractor with the UFC, selling fixed products and insurance. WealthStar Advisors is an independent asset management and financial planning firm serving individuals, high-net-worth clients, and small business owners. The firm employs a proprietary Equity Substitution Strategy combining fixed-income allocations with options and quantitative tools to manage approximately $791 million in discretionary assets across a 10-advisor team.

Johnny Borrelli is a financial advisor at Crescent Advisor Group, Inc. with nine years of industry experience and holds a Series 66 designation. He has worked at multiple firms, including Realta Investment Advisors, Inc. and Concorde Asset Management. Outside of his advisory role, Borrelli serves as COO of Access VA Benefits, an organization assisting veterans with disability claims. Crescent Advisor Group, Inc. provides financial planning and portfolio management to a diverse client base, including individuals, families, high-net-worth clients, and institutional investors. The firm employs a combination of technical and fundamental analysis and offers a range of investment strategies alongside due diligence and monitoring of sub-advisers.

Alex Goldstein is a financial advisor with Atlas in Frisco, TX, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Bank of America, Merrill, UBS Financial Services, and Morgan Stanley. He is the founder of Spreadwise LLC, a financial services entity affiliated with Atlas, and serves as Vice President of Investor Relations at Percent Technologies, an investment platform technology company. 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 internal equity and bond strategies, and sponsors private investment vehicles including a private credit fund.

Tommy Willams is a financial advisor at AssetBuilder, Inc. in Plano, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Southern Methodist University and Dew Wealth Management. AssetBuilder serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with investment management and financial planning. The firm employs a buy-and-hold, asset-allocation strategy based on Modern Portfolio Theory, focusing on diversified portfolios primarily using Dimensional Fund Advisors products.

Candy Hawkins is a financial advisor with Astra Wealth Management Group in Plano, TX, holding a Series 66 designation and 29 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors and its affiliated entities spanning from 2009 to 2023. Outside of her advisory work, she serves as director and owner of Page’s House, a nonprofit focused on educating teen mothers in basic living skills. Astra Wealth Management is an SEC-registered advisory firm managing approximately $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, offering a range of services including comprehensive wealth management and a subscription-based advisor-on-call program.

Garrett Williams is a financial advisor at Corus Family Wealth Advisors, Inc. based in McKinney, TX. He holds a Series 65 credential and has four years of industry experience. His prior work includes roles at Schubert & Company, Financial Innovations LLC, and Beacon Pointe Advisors. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, as well as pension 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.

Stephen Engels is a financial advisor with CMG Wealth Management in Plano, TX, holding the CFP® designation and Series 63 and 65 licenses. He has 32 years of industry experience, including roles at Purshe Kaplan Sterling Investments, Wells Fargo Clearing Services, and Wells Fargo Advisors. Engels serves as a trustee for a family insurance trust and owns SME Global Holdings LLC and CMG Global Holdings LLC, both investment-related entities. CMG Wealth Management provides asset management and advisory services to individuals, high-net-worth clients, non-profits, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory to manage diversified portfolios across multiple asset classes.

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.