Thomas Kowalczyk is a financial advisor at SteadTrust with 16 years of industry experience. He holds the Series 66 designation and has previous experience at B.Riley Wealth Management and WFG Investments. SteadTrust is a team advisory firm managing approximately $438.9 million with nine advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, and pension/401(k) consulting, employing a variety of investment strategies and managing accounts primarily on a discretionary basis.

Erika Howell is a CFP® and holds a Series 66 license, with three years of industry experience. She has worked at Moss, Luse & Womble, LLC since 2025 and previously held roles at Ausdal Financial Partners, INC and CFO4Life. 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 on a discretionary basis through tactical allocation primarily using exchange-traded funds and mutual funds, supported by proprietary risk-profile investment models and fundamental analysis.

Christopher Corjay is a financial advisor with Black Knight Wealth Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with Black Knight Wealth Management since 2021 and previously worked at Vision Advisors, Inc. for 13 years. Corjay is also a co-owner and CFO of 1 Plus 1 Equal 3, Inc. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination of broader personal services. The firm employs a diversified investment approach, including fundamental, quantitative, and technical analysis, and maintains multiple offices and affiliated investment activities.

Kenneth Blattenbauer Jr. is a financial advisor at Kingstone Capital Partners Texas, LLC with 18 years of industry experience. He holds the Series 66 and Series 63 licenses and has held leadership roles including CEO and CCO at Kingstone Capital Partners Texas since 2015. His background includes positions at Firethorn Investment Advisory LLC, KB Squared Investments, LLC, and Midland National Life Insurance Co. He is also licensed as an insurance agent and involved in multiple affiliated entities related to insurance and financial planning. 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 uses a combination of bottom-up fundamental analysis and top-down overlays in its Core Investment Strategy, incorporating direct equity holdings, ETFs, derivatives exposure, and quantitative risk controls.

Christopher Cayet is a CFA® charterholder with four years of industry experience. He has been with SFMG Wealth Advisors in Plano, TX since 2016. 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 process supported by a centralized Investment Committee and uses advanced tools to model retirement scenarios and performance illustrations.

Mark Petersen is a financial advisor at Crescent Advisor Group, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Lighthouse Life Capital and Emerson Equity LLC. Outside of his advisory role, he serves as Vice President of Another Story, Inc., a nonprofit educational and advocacy organization. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to individual and institutional clients, employing a range of investment strategies from long-term purchases to alternative investments. The firm distinguishes itself through its network of affiliated business lines and a multi-disciplinary team approach.

Robert Alston Jr. is a financial advisor at Quadcap Wealth Management, LLC in Frisco, TX, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Quadcap Wealth Management for over a decade. 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 traditional advisory work with technology-driven solutions, including an AI-enabled platform for estate planning and integrated tax preparation, tailoring strategies to clients’ specific goals and needs.

Jeffrey Moss is a CFP® and Series 66 registered advisor with 21 years of industry experience. He has been with Moss, Luse & Womble, LLC since 2010 and previously worked at Cain, Watters & Associates, LLC, and Kestra Investment Services, LLC. 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 manages discretionary client portfolios using a tactical allocation approach focused on exchange-traded funds and mutual funds, employing proprietary risk-profile investment models and fundamental analysis.

Daniel Stewart is a CFA® charterholder with 24 years of industry experience. He has been with Revere Asset Management since 2016 and holds Series 63 and Series 65 licenses. Revere Asset provides discretionary investment management and advisory services to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a trend-following, rules-based investment approach that integrates technical, fundamental, and cyclical analysis, emphasizing systematic risk control and daily transparency.

Jason Dallmann is a financial advisor at WealthStar Advisors, LLC in Plano, TX, with 22 years of industry experience. He holds a Series 66 designation and has worked at WealthStar Advisors since 2013 and LPL Financial since 2012. WealthStar Advisors is an independent asset management and financial planning firm serving individuals, high-net-worth clients, and small business owners. The firm offers discretionary portfolio management through a wrap fee program and employs a proprietary Equity Substitution Strategy that uses options and quantitative tools to seek equity-like returns with reduced direct equity exposure.

Dustin Nunley is a CFP® professional with nine years of industry experience, currently serving at Moss, Luse & Womble, LLC since 2017. Prior to joining the firm, he worked at RGT Wealth Advisors for three years. Moss, Luse & Womble provides fee-based portfolio management, financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm manages client portfolios on a discretionary basis using tactical allocation strategies focused on exchange-traded funds and mutual funds, and also offers ancillary services including accounting and tax preparation for business clients.

Michael Cooper is a financial advisor at United Advisors America with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at United Advisors America since 2009 and Alliance America Corporation since 2010. In addition to his advisory role, he serves as a Regional Sales Director at Alliance America Corporation, a life and health insurance agency. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach with customized asset allocations, using mutual funds, ETFs, and select exchange-traded products, while allowing clients to set reasonable investment restrictions.

Robert Williams is a financial advisor with Peak American Investment Advisors, Inc. in Plano, TX. He holds a Series 65 designation and has six years of industry experience. Williams has been with Peak American Investment Advisors since 2020 and has also been involved with Peak American Financial Group since 2008, where he advises on indexed annuities and life insurance. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning. The firm combines technical and fundamental analysis in its investment approach and integrates tax strategy and insurance coordination into retirement and income planning.

Bryan Leinart is a financial advisor at TFR Capital with 18 years of industry experience. He holds a Series 65 designation and has worked at firms including SCF Investment Advisors, Inc. and Heritage Wealth Management, LLC. Leinart also serves as a director for Cambridge Advisors, Inc. in a consulting capacity and is involved in the sale and service of life, health, and disability insurance. TFR Capital serves individuals, including high-net-worth clients, as well as entities such as family offices, trusts, and private foundations. The firm provides personalized financial planning, discretionary investment management, and retirement-plan advisory services using a mix of fundamental, quantitative, and technical analysis focused on primarily long-term strategies.

Travis Duren is a financial advisor with Crescent Advisor Group, Inc. in Dallas, TX, holding a Series 63 designation and 32 years of industry experience. He has served as president of multiple affiliated entities since 2001, including D2 Equity Holdings, Inc., Crescent Advisor Group, and Crescent Securities Group. Outside of his advisory roles, he is president of Sovereign Equity Insurance Agency, an insurance sales business. 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 and offers a range of investment strategies, supported by affiliated broker-dealer and insurance operations.

Robert Koerner is a financial advisor with CLG LLC in Prosper, TX, holding Series 63, 65, and 66 credentials and 38 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2024 and has been with CLG LLC since 2023, including prior tenure at Cetera Advisor Networks from 2013 to 2023. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental, technical, and cyclical analysis and offers discretionary and non-discretionary portfolio management alongside access to insurance and alternative investment strategies.

Wayne Smith III is a CFP® with 31 years of industry experience and has been with Insight Wealth Partners since 2010. He holds a Series 63 license and serves as the managing member of a commercial real estate management company in Plano, TX. Insight Wealth Partners is a multi-team advisory firm serving individuals, trusts, retirement plans, and businesses with financial planning, portfolio management, and pension consulting. The firm employs a strategic investment process that integrates Modern Portfolio Theory, sector rotation, momentum modeling, and a Synthetic Equity Portfolio strategy, while also conducting due diligence on third-party managers and providing ongoing portfolio oversight.

Quan Nguyen is a financial advisor with Catalyst Wealth Management LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Innovation Partners LLC, GWN Securities, Inc, and Equitable Advisors, LLC. Outside of his advisory work, he is a licensed insurance agent and registered representative. Catalyst Wealth Management LLC provides portfolio management and retirement-plan services to individuals, high-net-worth clients, and employer retirement plans. The firm primarily employs turnkey asset management programs and 401(k)/403(b) plan administration, managing approximately $105 million in assets for over 9,500 clients.

Matthew Fitzsimmons is a financial advisor at The Watchman Group, Inc. in Plano, TX, holding a Series 66 designation with 25 years of industry experience. He has been with The Watchman Group since 2017 and also has a long tenure at True North Advisors, LLC dating back to 2003. Fitzsimmons is not engaged in any investment-related business outside of his advisory role. The Watchman Group provides fee-only wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes customized, asset-allocation-driven portfolios and employs a mix of fundamental, quantitative, and qualitative analysis in its research process.

Malcolm Walton is a financial advisor with Gannett Wealth Advisors in Frisco, TX. He holds the Series 66 designation and has six years of industry experience. His prior firms include Fisher Investments, Bank of America, Merrill, and Northwestern Mutual. Gannett Wealth Advisors provides wealth management, comprehensive financial planning, retirement plan consulting, and tax preparation primarily for individual and high-net-worth clients, as well as charitable and corporate plan sponsors. The firm combines passive and active investment strategies with a focus on asset allocation and Modern Portfolio Theory, offering tailored client service through multiple offices and integrating specialized services such as bitcoin custody and tax preparation.