Robert Blair is a CFP® professional with 15 years of industry experience. He is currently with Peak American Investment Advisors, Inc. and has previously worked at Madison Avenue Securities, Kalos Capital, Spectrum Advisors, and Dallas Financial Advisors. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary wealth management and comprehensive financial planning, including retirement tax strategy, insurance coordination, and estate planning. The firm combines technical and fundamental analysis in its investment approach and integrates tax and insurance considerations into income and retirement planning.

Avery Klatsky is a CFP® professional at SFMG Wealth Advisors in Plano, TX, with experience dating back to 2015 across multiple roles including prior work at Bayntree Wealth Advisors and involvement with The State Press at Arizona State University. Avery has been with SFMG Wealth Advisors since 2022. SFMG Wealth Advisors provides personalized wealth management to individuals, high-net-worth families, pension and trust clients, combining financial planning and investment management. The firm employs a planning-first approach supported by a centralized Investment Committee and advanced retirement modeling tools.

Cliff Demarest is a financial advisor at Consilium Wealth Advisory, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Consilium Wealth Advisory since 2012. Consilium Wealth Advisory provides investment management and wealth advisory services primarily to high-net-worth and individual clients, as well as corporate and business entities. The firm offers client-specific investment strategies, family wealth stewardship, business valuation research, and employer financial-wellness programs.

Tonyia Cleaver is a financial advisor at The Wealth Boutique in Dallas, TX, holding a Series 66 designation with six years of industry experience. She previously worked at Edward Jones for five years and spent 14 years with KXAS-TV - NBC Universal. In addition to her advisory role, she is a licensed insurance agent focusing on life, annuity, and health products. The Wealth Boutique is a team of seven advisors managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm offers holistic financial planning and discretionary portfolio management with a financial-planning-led, goals-based approach that incorporates both fundamental and technical analysis.

Ellen Seitzler is a financial advisor at AssetBuilder, Inc. in Plano, TX, holding a Series 65 designation with one year of industry experience. Prior to joining AssetBuilder, she held roles at Hotworx, Lower Colorado River Authority, and SouthStar Bank, along with various positions during her academic years. AssetBuilder provides investment management and financial planning services to 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, emphasizing diversification primarily through Dimensional Fund Advisors products.

Luke Schlenker is a financial advisor at Peak American Investment Advisors, Inc. in Plano, TX, holding a Series 65 designation with two years of industry experience. His prior work history includes roles at Fisher Investments and Texas Mortgage Lending, LLC. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning, incorporating retirement tax strategy, insurance coordination, and estate and legacy services. The firm employs a combined technical and fundamental investment approach and integrates tax and insurance planning into its retirement and income strategies.

Evan Daniels is a financial advisor at Nexus One Financial Advisors LLC in Plano, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Nexus One, he worked at Quantum Lending Corp. for five years and was employed at the YMCA of the USA and Chick-Fil-A. Nexus One Financial Advisors LLC is an SEC-registered advisory firm serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary wealth management and financial planning services, emphasizing customized, predominantly long-term portfolio construction using diversified mutual funds and ETFs, while also incorporating individual stocks, bonds, and alternative investments as appropriate.

David Faulkner is a CFP® professional with 22 years of experience in financial advising. He has been a partner at Spectrum Advisors, Inc. since 2016. In addition to his advisory role, he is also licensed as an insurance agent, providing insurance products through 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 portfolio management, financial planning, qualified retirement plan consulting, and third-party money manager selection, using asset-allocation models, fundamental analysis, and regular client reporting as part of its investment approach.

Charles Lanza is a financial advisor at Crescent Advisor Group, Inc. with 14 years of industry experience. He previously worked at Titan Securities for 12 years before joining Crescent Advisor Group and Realta Equities in 2023. Outside of his advisory roles, he is a managing member of Medico PS, LLC, a business involved in the sales and rental of durable medical equipment. Crescent Advisor Group provides financial planning and portfolio management services to a diverse client base including individuals, families, institutions, and non-profits. The firm employs a combination of technical and fundamental analysis across various investment strategies and maintains a network of affiliated business lines and professionals.

Robert Mitchell is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He is currently with Steadtrust LLC and has prior experience at B. Riley Wealth Management, National Asset Management, National Securities Corp, Wfg Investments, Inc, and also worked at the University of Delaware and Mitchell Lane Publishers. Steadtrust LLC is a team advisory firm managing approximately $439 million across nine advisors. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and pension consulting with a diverse investment approach that includes both traditional and alternative strategies.

Tyler Tenney is a CFP® and holds a Series 65 license, currently working at SFMG Wealth Advisors in Plano, TX. He joined the firm in 2026 and has previous experience at Deloitte, Farmers Insurance, Clearlink Insurance Agency, Utah Valley University, and the Church of Jesus Christ. SFMG Wealth Advisors is a Dallas-area firm managing approximately $2.96 billion in client assets with an 18-advisor team. The firm provides personalized wealth management for individuals, families, retirement plans, trusts, and corporate clients through a planning-first process and a centralized Investment Committee that oversees strategic asset allocation and tactical adjustments.

Mark Robinson is a Series 65-licensed financial advisor with 30 years of industry experience. He has been with The Watchman Group, Inc. in Plano, TX, since 2004. The Watchman Group is a team of four advisors providing fee-only wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm focuses on customized, asset-allocation-driven portfolios using a combination of fundamental, quantitative, and qualitative analysis, implementing primarily discretionary strategies across a broad range of investment products.

David Mott is a financial advisor at Nexus One Financial Advisors LLC in Plano, TX, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Retirement Planners of America and Ball DPF, LLC. He joined Nexus One Financial Advisors in 2025. Nexus One Financial Advisors LLC is an SEC-registered advisory firm serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary wealth management and financial planning, focusing on customized, predominantly long-term portfolio construction using diversified mutual funds and ETFs, while also incorporating individual securities and alternative investments when appropriate.

Gianna Mossotti is a financial advisor at QuadCap Wealth Management, LLC in Frisco, TX, with six years of industry experience. She holds a Series 66 designation and has previously worked at Fisher Investments, Exencial Wealth Advisors, Charles Schwab, and First Republic Bank. 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 tailored asset allocation with technology-driven tools, including an AI-enabled platform for estate planning and integrated tax preparation services.

Timothy Foster is a financial advisor at Quadcap Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Texas Tech University and the Coalition of Community Assistance Volunteers. Foster serves as a major in the United States Army Reserve, where he is responsible for training resource development for the Marrietta, Georgia office of the Selective Service System. QuadCap Wealth Management provides investment management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm employs a blended asset allocation approach and incorporates third-party AI-enabled platforms for estate planning and integrates tax preparation into its service offerings.

August Payne is a financial advisor at Beacon Financial Group in Dallas, TX, with 20 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Beacon, he has been associated with Kestra Advisory and Kestra Investment Services for over a decade. Outside of his advisory role, Payne is the owner of a consulting business, Dos Veces 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 customizes portfolios using fundamental, technical, and cyclical analysis, manages approximately $1.3 billion in discretionary assets, and offers both discretionary portfolio management and third-party manager oversight.

Robert Engels is a financial advisor at CMG Wealth Management with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments and Wells Fargo Advisors prior to joining CMG. CMG Wealth Management serves individuals, non-profit organizations, corporations, and other business entities, providing discretionary and non-discretionary asset management, retirement-plan consulting, and due diligence reports on private investments. The firm applies a combination of fundamental and technical analysis alongside modern portfolio theory to manage accounts tailored to client objectives and risk tolerances.

Kyle Summerville is a CERTIFIED FINANCIAL PLANNER™ professional with four years of industry experience. He is currently with Moss, Luse & Womble, LLC and previously worked at Charles Schwab & Co., Inc. and several other firms including Deloitte & Touche LLP and Fidelity Investments. 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 employs a tactical allocation approach using proprietary investment models and provides additional accounting, tax, payroll, and administration services to business clients and retirement plans.

Gustavo Delafuente is a financial advisor at Kingstone Capital Partners Texas, LLC with two years of industry experience. He holds a Series 65 designation and has worked with Kingstone Capital Partners Texas LLC and Kingstone Financial since 2023. Outside of his advisory role, Delafuente serves on the boards of the San Diego-Tijuana Smart Border Coalition and the International Community Foundation, which supports philanthropic initiatives between the U.S. and Mexico. Kingstone Capital Partners Texas, LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm employs a primarily fundamental, bottom-up research process combined with top-down allocation and uses derivatives and leveraged ETFs for tactical exposure within a documented risk-management framework.

Edmund Cordero is a financial advisor with WealthStar Advisors, LLC in McKinney, TX, holding a Series 63 designation and 27 years of industry experience. He has been with WealthStar Advisors since 2013 and also affiliated with IFP since 2012. Cordero holds a one-third interest in CRJ Advisors, LLC, a real estate company. WealthStar Advisors provides investment advice and financial planning to individuals, high-net-worth clients, and small business owners, employing a quantitatively informed, customized approach that includes discretionary portfolio management and comprehensive financial planning. The firm is notable for its use of derivatives and long-dated options within separately managed strategies and offers its discretionary services exclusively through a sponsored wrap fee program.