James Torrey is a financial advisor at The Watchman Group, Inc. in Plano, TX, with 22 years of industry experience. He holds the Series 63 designation and has worked at The Watchman Group since 2019, following a 35-year tenure at Cornerstone Advisory Corporation. The Watchman Group provides fee-only wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes customized, asset-allocation-driven portfolios using fundamental, quantitative, and qualitative analysis, and employs primarily discretionary strategies with a range of investment tools and products.

Janet Griffith is a CFP® and Series 65-licensed advisor with nine years of industry experience, currently with AssetBuilder, Inc. She has been with AssetBuilder since 2017 and previously worked for 15 years at Canyon Creek Baptist Church. AssetBuilder, Inc. is a fee-only, SEC-registered investment adviser managing approximately $813 million through a team of eight advisors. The firm serves individual clients and other account types, using a buy-and-hold approach based on modern portfolio theory with diversified asset allocation primarily in mutual funds, ETFs, and cash.

Elizabeth Rauschmayer is a financial advisor with Parkway Wealth Management Group, LLC in Plano, TX. She holds a Series 65 designation and has one year of industry experience. Prior to her role at Parkway, she was with Cabot Lodge Securities, LLC. Outside of finance, she is involved with the 4/4 School of Music. Parkway Wealth Management Group 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 portfolio management, comprehensive financial planning, 401(k) plan advisory services, and ad hoc financial consulting.

Jennifer Vendryes is a financial advisor at Eagle Financial Advisors, LLC with one year of industry experience. She holds the Series 65 designation. Her prior work includes four years at Methodist Medical Center and over two decades at Silver Tree Financial. Eagle Financial Advisors, LLC serves individuals, high-net-worth clients, trusts, corporations, and other business entities by providing portfolio management and selection or solicitation of third-party managers. The firm manages approximately $113 million in assets, primarily on a non-discretionary basis, using quantitative techniques, third-party research, and client-specific investment policies.

Brooke Chandler is a financial advisor at Bright Wealth Management, LLC with one year 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, 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, providing discretionary portfolio management with tailored asset-allocation models and ongoing portfolio supervision.

Charles Evans is a financial advisor with Astra Wealth Management Group in Plano, TX, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes prior roles at Wells Fargo Advisors, Wells Fargo Clearing, RBC Capital Markets, and Morgan Stanley. Evans is also the owner of Evans Wealth LLC, a personal investment-related business. 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 manages over $1.5 billion in assets, employing a primarily long-term investment approach that integrates fundamental, technical, cyclical, and charting analysis to construct diversified portfolios.

John Darden is a Series 66-licensed financial advisor at Astra Wealth Management Group in Plano, TX, with 11 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Outside of investment management, he is an independent insurance agent providing insurance advice tailored to client needs. Astra Wealth Management Group offers 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 using diversified portfolios constructed from mutual funds, ETFs, individual securities, options, structured products, and certain alternatives.

Tyler Hastings is a CFP® with six years of experience in the financial services industry. He is currently with Parkway Wealth Management Group, LLC and has held prior roles at Raymond James and LPL Financial. He is also separately licensed as an independent insurance agent. Parkway Wealth Management Group, LLC manages over $1.2 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and institutional clients. The firm employs a personalized investment approach using diversified portfolios and offers services including portfolio management, comprehensive financial planning, and 401(k) plan advisory.

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.

Aubrey Paganelli is a financial advisor at United Advisors America with 13 years of industry experience. She holds a Series 65 designation and has worked at United Advisors America and its affiliated entities since 2013. In addition to her advisory role, Paganelli is a full-time insurance agent with Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, using a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios. The firm manages approximately $353.7 million in assets and offers both discretionary and non-discretionary portfolio management alongside complimentary financial planning.

Michael Womble is a CFP® and Series 65 certificant with 19 years of industry experience. He has worked at Moss, Luse & Womble, LLC since 2010 and previously was with Cain, Watters & Associates, LLC from 2007 to 2010. Moss, Luse & Womble serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages discretionary client portfolios using tactical allocation focused on exchange-traded funds and mutual funds, and it provides financial planning, pension consulting, and estate planning services through a combination of advisor meetings and technology-based tools.

Michael Crawford is a financial advisor at TFR Capital with nine years of industry experience. He holds a Series 65 designation and previously worked at SCF Investment Advisors, Inc. and Texas Financial Resources. Outside of his advisory role, he serves as Vice Chair of the Board of Directors for the Princeton Economic Development Corporation and officiates youth baseball games as a baseball umpire. TFR Capital, LLC provides personalized financial planning and discretionary investment management to individuals and entities including high-net-worth clients, family offices, trusts, and qualified retirement plans. The firm’s investment process involves a thorough assessment of liquidity needs and portfolio allocations, combining multiple analytical approaches under an Investment Committee and Chief Investment Officer’s oversight.

Ryan Blair is a CFP® professional with 17 years of industry experience and has been with SFMG Wealth Advisors since 2006. He is part-owner of Confidence Period, LLC, an investment-related entity based in Plano, Texas, though he does not actively manage it. SFMG Wealth Advisors is a team-based firm that offers integrated financial planning and discretionary portfolio management to individuals, families, and institutional clients. The firm combines financial planning with a variety of investment options including mutual funds, ETFs, private equity, and private credit, using a centralized Investment Committee to guide strategic and tactical asset allocation.

Earl Castleman is a financial advisor at Signal Securities, Inc. in Plano, TX, holding a Series 63 designation with 50 years of industry experience. He has been with Signal Securities since 2005. Signal Securities, Inc. provides fee-based asset management and financial planning to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and a consultative process to tailor model portfolios or investment mixes, primarily implementing strategies on a non-discretionary basis with a focus on long-term asset allocation and periodic rebalancing.

Joshua Wardle is a financial advisor with Parkway Wealth Management Group, LLC in Plano, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Cabot Lodge Securities LLC, Raymond James Financial Services, and Uptick Partners, LLC. Outside of his advisory work, he operates an independent contractor business, Wardle Wisdom LLC, which is used for tax purposes. 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 institutional clients. The firm employs a holistic, personalized investment approach with diversified portfolios across various asset classes, managing accounts primarily on a discretionary basis.

Jackson Mc Daniel is a financial advisor with Moss, Luse & Womble, LLC, holding a Series 65 designation and having 10 years of industry experience. He has been with Moss, Luse & Womble since 2015. Moss, Luse & Womble serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages client portfolios on a discretionary basis using tactical allocation strategies focused on ETFs and mutual funds, offering financial planning, pension consulting, and estate planning supported by technology tools.

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.

Gail Carrion is a financial advisor with Astra Wealth Management Group in Plano, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2023. Carrion has an ownership interest in GLC Legacy LLC, a related investment business. Astra Wealth Management Group serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with wealth management, investment management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach using diversified portfolios and offers a subscription-based consulting service, managing over $1.5 billion in assets.

Christopher Colon is a CFP® with 13 years of industry experience, currently serving at Parkway Wealth Management Group, LLC. His prior experience includes roles at Morgan Stanley from 2012 to 2018 and multiple positions within Parkway and Raymond James Financial Services. He is also licensed as an independent insurance agent through Once Insurance Solutions. 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 employs a personalized investment approach with diversified portfolios and offers services such as portfolio management, financial planning, and 401(k) advisory.

Christopher Caporaletti is a financial advisor at Bright Wealth Management, LLC with 13 years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at firms including Equitable Advisors, Axa Advisors, and Inwood Asset Management. 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 around 175 clients through a team of seven advisors, using tailored asset-allocation models and discretionary portfolio management that incorporates a variety of investment vehicles and active supervision.