Madison Broyles is a financial advisor at Astra Wealth Management Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including PURSHE KAPLAN STERLING INVESTMENTS, Americana Partners, and Axa Advisors. Astra Wealth Management Group is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.3 billion and employs a long-term investment approach that combines fundamental, technical, cyclical, and charting analysis to tailor portfolios to client goals and risk tolerances.

Kayla Taylor is a financial advisor at AssetBuilder, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining AssetBuilder, she was involved with Neon Cycle LLC and worked as a registered sales assistant for David Means. Outside of advisory work, she is a managing member and 50% owner of LILY AMONG THORNS LLC. AssetBuilder, Inc. is a fee-only, SEC-registered advisory firm composed of nine advisors managing approximately $813 million for about 700 clients, including individuals, trusts, pension plans, and charitable organizations. The firm employs a long-term, buy-and-hold investment strategy based on Modern Portfolio Theory, using institutional Dimensional Fund Advisors funds as core holdings tailored to client risk profiles.

Richard Follett II is a ChFC® credentialed financial advisor with 18 years of industry experience. He is currently affiliated with United Advisors America, where he has worked since 2008. Follett also serves as Senior Vice President of UF Resources Corporation and is an insurance agent for Alliance America Corporation, a life and health insurance agency. United Advisors America serves individual investors, particularly those at or near retirement, as well as pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based investment approach, utilizing model portfolios, tailored asset allocation, and periodic rebalancing, while offering complimentary financial planning upon request.

Delonte Harrell is a financial advisor at QuadCap Wealth Management, LLC with four years of industry experience. He holds a Series 65 credential and has held roles in various fields, including investment advisory and valet parking services. Prior to joining QuadCap, Harrell worked at companies such as Golden Crown Valet and McAdam LLC. QuadCap Wealth Management provides investment management and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm combines traditional portfolio management with technology-enabled estate planning and tax preparation services tailored to clients’ specific goals and circumstances.

Jason Kobza is a CFA® charterholder with six years of industry experience. He has been with Moss, Luse & Womble, LLC since 2019 and previously worked at MSCI from 2011 to 2019. Outside of his advisory role, he is a member of MLWK Holdings, a Dallas-based accounting software company involved in project management. Moss, Luse & Womble, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, offering fee-based portfolio management, financial planning, and pension consulting. The firm manages client portfolios on a discretionary basis using tactical asset allocation, with an investment focus on exchange-traded funds and mutual funds supported by fundamental analysis.

Jonathon Bolt is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Crescent Advisor Group, Inc. and Crescent Securities Group, Inc. since 2019, following earlier roles at Lowell & Company Inc, Prosperity Bank, and Raider Ranch. He occasionally sells life insurance as a sole proprietor. Crescent Advisor Group, Inc. provides financial planning and portfolio management to individual and institutional clients, using a combination of technical and fundamental analysis. The firm offers a range of strategies from long-term investments to alternative products and maintains affiliated business lines including a broker-dealer and insurance agency.

David Dryden is a CFP® and Series 65-licensed advisor at Insight Wealth Partners with four years of industry experience. His background includes roles in financial advisory and academic positions at Kansas State University and Baylor University. He is also an independent life insurance agent, assisting clients with policy applications and reviews. Insight Wealth Partners manages over $1.1 billion in discretionary assets, serving individuals, families, trusts, corporations, and retirement plan sponsors. The firm employs a multi-advisor team approach and combines strategic and tactical asset allocation with fundamental and technical analysis to provide comprehensive portfolio management and planning services.

Trevor Freeman is a CFP® professional at Moss, Luse & Womble, LLC with approximately four years of industry experience. His background includes roles at Ernst & Young, LLP and Baylor University prior to joining his current firm. 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 employs a tactical allocation approach with a focus on exchange-traded funds and mutual funds, and also offers accounting, tax preparation, and payroll services to business clients.

John Congdon is a Series 65-licensed advisor at Peak American Investment Advisors, Inc. in Plano, TX, with six years of industry experience. He has been with Peak American Investment Advisors since 2020 and is also involved with Peak American Financial Group, Inc. as a Client Solutions Manager focused on insurance sales. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning, integrating retirement tax strategy, insurance coordination, and estate planning. The firm employs a blend of technical and fundamental analysis and uses a third-party platform to support portfolio management and client services.

Nathan Hilliard is a CFP® professional at Moss, Luse & Womble, LLC with approximately 9 years of experience. His background includes roles at PricewaterhouseCoopers and Level Legal prior to joining Moss, Luse & Womble in 2026. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides fee-based portfolio management, financial planning, and pension consulting, employing a tactical allocation approach with a focus on exchange-traded funds and mutual funds, and offering additional accounting and payroll services.

Shashin Shah is a CFP® and CFA® professional with 32 years of industry experience. He has been with SFMG Wealth Advisors since 2016 and previously worked at Cambridge Investment Research Advisors and Mutual Service Corporation. Shah serves as a CFP Board Ambassador and contributes to the Investments and Wealth Institute and Wiley’s CIMA review and guide. SFMG Wealth Advisors is a team-based wealth management firm serving individuals, families, pension plans, trusts, and corporate clients. The firm provides integrated financial planning and discretionary portfolio management, using both institutional and proprietary research to build personalized investment programs guided by an investment policy statement and a centralized Investment Committee.

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.

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 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.

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.