Elias Dragon is a CFP® and ChFC® credentialed advisor with 23 years of industry experience. He is currently with Main Street Retirement Planning, LLC, where he has worked since 2022. Prior to this, he was associated with MMWKM Advisors, LLC and Retirement Planners of America from 2011 to 2022, and he has maintained Dragon Financial Group since 2001. Dragon is also a licensed insurance agent. Main Street Retirement Planning, LLC provides discretionary portfolio management and financial planning services to individuals, high net worth clients, and institutional investors. The firm employs a tactical, trend-based investment approach using technical analysis and primarily manages client assets through SEI mutual funds, money market funds, and sweep accounts.

Jacob Boen is a financial advisor with GDS Wealth Management in Flower Mound, TX. He holds Series 63 and Series 66 designations and has three years of industry experience. Before joining GDS Wealth Management in 2026, he worked at Farther Finance and Fidelity Investments, among other firms. Prior to his career in finance, he held various roles outside the industry. GDS Wealth Management is a multi-advisor firm serving individual and high-net-worth clients with financial planning, consulting, and investment management services. The firm employs model portfolios guided by research from Raymond James, focusing primarily on asset allocation and discretionary portfolio management.

Patrick Thuemmel is a CFP® with 20 years of industry experience, currently serving at Samalin Wealth since 2020. His prior roles include positions at Northwest Asset Management and Sigma Planning Corporation. He is also a licensed insurance agent, dedicating less than 10% of his time to this activity. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a combination of fundamental and cyclical analysis with a diversified investment approach, managing approximately $490 million in client assets across eight advisors.

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.

Bryce Chastain is a CFP® professional with 12 years of industry experience, currently serving at CFO4Life. He has worked with CFO4Life Group, LLC since 2017 and Ausdal Financial Partners since 2013. Outside of his advisory role, he provides tax preparation and business consulting services through LMBC II. CFO4Life offers comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm employs diversified asset allocation models and ongoing portfolio monitoring, utilizing institutional research and technology to tailor solutions to client objectives.

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.

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 with five years of industry experience. She holds the Series 66 designation and has worked at firms including Fisher Investments, Exencial Wealth Advisors, Charles Schwab & Co., Inc., and First Republic Bank. QuadCap Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities, offering portfolio management, financial planning, and tax preparation services. The firm emphasizes retirement-focused asset allocation and integrates multiple research sources to manage portfolios using a variety of investment vehicles.

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 a background that includes service in the United States Army Active Duty and Army Reserve, where he is responsible for training resource development for the Selective Service System. Prior to joining Quadcap, he worked at Texas Tech University and the Coalition of Community Assistance Volunteers. Quadcap Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities by offering portfolio management, financial planning, and third-party adviser selection. The firm emphasizes retirement-focused asset allocations and integrates tax preparation services within its wealth management offering.

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.

Zachary Laws is a financial advisor at Meristead Wealth, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs a value-oriented investment approach combining top-down macro analysis with bottom-up research, offering separately managed accounts, third-party asset management programs, and privately managed credit funds.

Kevin Margolis is a financial advisor at SFMG Wealth Advisors in Plano, Texas, with 22 years of industry experience. He holds a Series 66 designation and has been with SFMG Wealth Advisors since 2007. Mr. Margolis serves on the advisory boards of Clear Sky Capital and Phoenix Fund, both investment managers for private fund issues, dedicating a few hours per quarter to these roles without compensation. SFMG Wealth Advisors provides personalized wealth management to individuals, high-net-worth families, pension, and trust clients, integrating financial planning with investment management. The firm emphasizes a planning-first approach supported by a centralized Investment Committee and uses advanced tools to model retirement scenarios and develop written investment policy statements.

Jeffrey Sargent is a financial advisor with Meristead Wealth, LLC, holding Series 63 and Series 65 designations and over 26 years of industry experience. His prior roles include positions at Stansberry Asset Management, Brite Advisors LLC, Northstar Wealth Partners LLC, and LPL Financial. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs a value-oriented investment approach combining top-down macro analysis with fundamental bottom-up research, managing private credit funds and utilizing strategies such as special situations, distressed investments, and income-oriented positions.

John Strickland is a financial advisor with Parkway Wealth Management Group, LLC, holding a Series 66 designation and 19 years of industry experience. He has been with Parkway Wealth Management Group since 2016 and briefly affiliated with Cabot Lodge Securities LLC in 2025. Outside of advisory work, he is the owner of Cajun Spirit Enterprises Inc., a support company, and is separately licensed as an independent insurance agent through One Insurance Solutions. Parkway Wealth Management Group is a federally registered investment adviser managing approximately $1.22 billion in discretionary assets for a diverse client base including individuals, families, business owners, and institutional clients. The firm employs a holistic, goal-based approach with portfolio management, financial planning, and 401(k) services, utilizing both in-house and third-party model portfolios across multiple asset classes.