Matthew Canton is a financial advisor at United Advisors America with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and First United Bank, among other firms. Outside of advisory work, he is involved with Alliance America Corporation, an insurance company. United Advisors America provides investment management services mainly to individuals near retirement and to pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach using customized asset allocations and model portfolios primarily consisting of mutual funds and ETFs.

Max Tiraboschi is a financial advisor at GDS Wealth Management with a Series 65 credential and one year of industry experience. Before joining GDS Wealth Management in 2025, he worked at Northwestern Mutual Investment Services LLC and held positions in automotive sales and marketing. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets across a multi-advisor team, using model portfolios based on Raymond James research that range from balanced to fully equity-focused allocations.

Cameron Teel is a CFP® with three years of industry experience currently working at Moss, Luse & Womble, LLC. His career includes roles at Howard, LLP and BKD, LLP, among others. 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 mainly with exchange-traded funds and mutual funds through tactical allocation and proprietary risk-profile investment models.

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, Wells Fargo Advisors, Wells Fargo Clearing, and Merrill Lynch. Filardi is also involved in entrepreneurial activities, owning support companies related to registered investment advisory operations. Astra Wealth Management Group provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach utilizing a mix of fundamental, technical, and cyclical analyses and offers diversified portfolios that may include mutual funds, ETFs, options, and alternatives.

Jason Freeby is a financial advisor at GDS Wealth Management with a ChFC® designation and a Series 66 license. He has one year of industry experience and previously served 31 years in the United States Marine Corps. Outside of his advisory role, he is the owner and manager of a rental property in Virginia. GDS Wealth Management provides financial planning, consulting, and investment management services primarily to individual and high-net-worth clients. The firm manages approximately $1.8 billion in assets across 22 advisors, focusing on discretionary portfolio management and retirement-rollover guidance using model portfolios supported by Raymond James research.

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.

Jace Darrow is a CFP® with four years of experience in the financial industry. He is currently with GDS Wealth Management and serves on the Board of Directors for Ranger Springs, assisting the president and CEO with management decisions. His prior roles include positions at L2 Wealth Management, Mark Lupton, and Yellowstone Club. GDS Wealth Management provides financial planning, consulting, and investment management services to individual clients, including high-net-worth households. The firm manages approximately $1.8 billion in assets and primarily utilizes model portfolios developed with guidance from Raymond James.

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.

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.

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 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.

Benjamin Schmuhl is a financial advisor at GDS Wealth Management in Flower Mound, TX, holding a Series 65 designation. He has been active in the financial services industry since 2023, with prior experience at Ryan Everet Insurance and Charles Schwab & Co., Inc. Outside of finance, he was involved with Juicy Pig Barbecue for five years. GDS Wealth Management provides 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 and retirement-rollover guidance, using model portfolios supported by research from Raymond James.

Samuel Pokluda is a CFP® credentialed financial advisor with four years of industry experience. He is currently with GDS Wealth Management and previously worked at Merrill Lynch and Fidelity Investments. GDS Wealth Management serves individual clients, including high-net-worth households, offering financial planning, consulting, and investment management. The firm employs model portfolios developed with research from Raymond James, focusing primarily on asset allocation across various securities.

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.

Andrew Schmuhl is a financial advisor at GDS Wealth Management with two years of industry experience. He holds a Series 65 designation and has worked at several firms including SWMG, LLC and Strittmatter Wealth Management. Prior to his advisory career, he was involved with Juicy Pig BBQ and the University of North Texas. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets through a multi-advisor team of 15, utilizing model portfolios informed by Raymond James research and employing a range of equity and fixed income allocations.

Cody Mason is a financial advisor at Worth Asset Management in Dallas, TX, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 19 years of industry experience with prior roles at Fidelity Investments and Fairway Legacy Advisors. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm uses a combination of security analysis methods and outside managers to tailor portfolios, offering both discretionary and non-discretionary account management with regular reviews aligned to client objectives.

Stephen Engels is a CFP® certificant with 32 years of industry experience. He is currently with CMG Wealth Management and has previously worked at Purshe Kaplan Sterling Investments, Wells Fargo Clearing, and UBS Financial Services. Engels serves as a trustee for a family insurance trust and holds ownership in related investment entities. CMG Wealth Management serves individuals, non-profits, corporations, and other business entities by providing discretionary and non-discretionary asset management, retirement-plan consulting, and due diligence reports on private investments. The firm uses a blend of fundamental and technical analysis combined with modern portfolio theory to tailor investment strategies to each client's objectives and risk tolerance.