James Fowler is a financial advisor at Crestview Wealth Management, LLC with a Series 65 designation and one year of industry experience. He has a background spanning over two decades in chiropractic care and currently maintains roles at Genesis Back and Neck and First Step Chiropractic, P.A. Outside of his advisory work, Fowler is president of Vital Coaching, L.L.C., a property management business. Crestview Wealth Management provides investment advisory services to individuals and high-net-worth clients through discretionary managed accounts and relationships with third-party money managers. The firm employs a client-driven investment process that incorporates asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term strategies aligned to clients’ objectives.

Jason Gould is a CFA® charterholder with 8 years of industry experience, currently serving as a financial advisor at Lifetime Wealth Management P.C. in Rockwall, TX. Prior to joining Lifetime Wealth Management, he worked at Gould Capital and the Traditum Group. Lifetime Wealth Management provides comprehensive financial planning and discretionary portfolio management to individuals, estates, small businesses, and pooled investment vehicles, including high-net-worth clients. The firm employs a core-and-satellite investment approach combining passive and active strategies, offers specialized services such as Puerto Rico Act 60 consulting and private investment placement, and manages potential conflicts of interest through formal policies and compliance procedures.

James Suttles is a financial advisor at Better Pockets Financial with three years of industry experience. He holds a Series 65 designation and has prior experience at Montoya Wealth and in academic roles at the University of Dallas, University of Texas at Dallas, and Collin College. Better Pockets Financial serves individual clients and employer retirement plans, providing financial planning, investment management, and project-based planning services through structured packages. The firm employs a combination of passive and active investment strategies via third-party platforms and emphasizes public educational seminars and workplace retirement participant support.

Richard Fertig is a financial advisor at Blue Monarch Financial Inc. with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Black Ridge Asset Management, Peak Brokerage Services, and The Prudential Insurance Company of America. Outside of his advisory work, he has been involved with the Fairfield YMCA. Blue Monarch Financial Inc. is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management, retirement income planning, tax and estate planning, and insurance planning. The firm uses a combination of asset-allocation frameworks, dollar-cost averaging, technical analysis, and both long- and short-term trading, often employing third-party sub-advisers for portfolio execution and support.

Howard Johnson III is a Series 65 licensed advisor at Crestview Wealth Management, LLC with 10 years of industry experience. He has worked at several firms including Mercer Global Advisors and Lake Point Wealth Management. In addition to his advisory role, he is an independent insurance agent specializing in annuities, life insurance, and long-term care. Crestview Wealth Management is a registered investment adviser serving individual and high net worth clients with tailored portfolio management and financial planning services. The firm’s investment approach combines customized asset allocation with techniques such as dollar-cost averaging and technical analysis, aligning strategies to each client’s risk tolerance and time horizon.

Richard Lucas II is a financial advisor at NestEgg Wealth Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Brookstone Capital Management LLC and Veritrust Financial, LLC. Outside of advising, he is involved in selling rare gold and silver coins as an independent contractor. NestEgg Wealth Advisors is an independent financial planning firm serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm provides financial plans, client education through newsletters and seminars, and refers clients to third-party money managers under solicitor agreements.

Sylvia Mc Crackin is a Series 66-licensed advisor with Lifetime Wealth Management P.C. in Rockwall, TX, bringing nine years of industry experience. Prior to joining Lifetime Wealth Management in 2023, she spent six years with Edward Jones. She holds leadership roles in several community organizations, including serving as a board member and secretary of the Rockwall Rotary and as an ambassador for the Rockwall Chamber of Commerce. Lifetime Wealth Management provides financial planning and discretionary portfolio management to individuals, estates, small businesses, and pooled investment vehicles, including high-net-worth clients. The firm employs a core-and-satellite investment approach combining passive and active strategies and offers services such as Puerto Rico Act 60 consulting and private investment placement assistance.

Zachary Taylor is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently an advisor at Lifetime Wealth Management P.C. and has previously worked at Connemara Group, Todd County Public Schools, SLAM Miami, the University of Miami, the State of Florida, and Merrill. Lifetime Wealth Management provides financial planning and discretionary portfolio management to individuals, estates, small businesses, and pooled investment vehicles, including high-net-worth clients. The firm employs a core-and-satellite investment approach and offers services such as Puerto Rico Act 60 consulting, private investment placement, and performance-based fee arrangements.

Renee Sneed is a CFP® professional affiliated with Rockwall Wealth Management in Rockwall, TX, with six years of industry experience. She has held roles at Leo Wealth, LLC, BFT Financial Group, LLC, and Dirkse and Associates, Ltd., where she works as a tax accountant in a non-investment capacity. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses diversified, low-cost ETF model portfolios with attention to tax efficiency and employs a broad range of strategies tailored to client risk tolerances and objectives.

Richard Dirkse is a CFP® with 39 years of industry experience. He is president of Rockwall Wealth Management and has served in leadership roles at Dirkse and Associates Ltd since 1984. Outside of advisory work, he provides bookkeeping, tax preparation, and IRS representation services through Dirkse and Associates. Rockwall Wealth Management offers portfolio management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency and uses a range of strategies tailored to client objectives, including a documented ERISA 3(21) fiduciary program for retirement plans.

Brian Megenity is a financial advisor at Blue Monarch Financial Inc. in Greenville, TX, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked at numerous financial firms throughout his career and owns a consulting business providing services to broker/dealers. Blue Monarch Financial Inc. serves individual and high-net-worth clients with portfolio management, retirement income planning, tax and estate planning, and insurance planning. The firm uses a combination of asset-allocation frameworks, technical analysis, and both long- and short-term trading, often employing third-party sub-advisers for portfolio execution and back-office support.

Sheree Stacy is a financial advisor at Worth Financial Group Inc. with 33 years of industry experience. She has held Series 63 and Series 65 licenses and has worked at Worth Financial Group since 2009, following five years at Wells Fargo Clearing. In addition to her advisory role, she is also an insurance agent specializing in life insurance and fixed annuities. Worth Financial Group provides discretionary portfolio management services primarily to individuals and high-net-worth clients. The firm employs a cyclical security analysis approach that combines charting, fundamental, and technical methods, and customizes portfolios based on clients' objectives and risk tolerance.

Joshua Gideon is a CFP® with 14 years of industry experience, currently with Richard P. Slaughter Associates, Inc. He has previously worked at Charles Schwab and Charles Schwab Bank. Outside of his financial advisory roles, he was involved with Utopian Bartending for nine years. Richard P. Slaughter Associates, Inc. provides wealth management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm combines active asset management with comprehensive financial planning, employing various investment strategies including options and manager selection, and offers both discretionary and nondiscretionary account management.

Guy Collins is a CFP® with 25 years of industry experience. He is currently with Alden Investment Group and previously worked at Triad Advisors, Kestra Investment Services, Burns-Fazzi, Brock, and Newport Group Securities. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm specializes in retirement programs and executive benefits for small and mid-sized employers, using a customized investment approach that incorporates proprietary strategies, third-party managers, and technology platforms for comprehensive asset management.

Walter Nelson is a financial advisor with Cabin Advisors, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at firms including Arete Wealth Advisors, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory role, he is a part owner of BWE LLC, which focuses on motivational speaking, corporate coaching, and book publishing, and serves as a board member and partner for Blue Line Ambassadors, a nonprofit supporting Fort Worth police officers. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships. The firm offers financial planning, portfolio management, and other services, utilizing both in-house and third-party model portfolios with a comprehensive investment approach.

John Campbell is a financial advisor with Benefit Financial Services Group and holds Series 63 and Series 65 licenses. He has 21 years of industry experience and has been with Benefit Financial Services Group since 2007. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, institutional pension consulting, and tax preparation services, focusing on diversified, outcome-oriented portfolios that may include ESG strategies and cryptocurrency exposure with client consent.

Spiro Nanakos is a financial advisor with Golden Eagle Capital Advisors, Inc., holding a Series 65 designation and two years of industry experience. He has previously worked with Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Outside of his advisory role, Nanakos serves as Director of Consulting Services for JHME Real Estate Advisors, where he oversees construction monitoring and due diligence projects for real estate lenders. Golden Eagle Capital Advisors provides investment advice and fiduciary services to individual and high-net-worth clients, as well as employer retirement plan sponsors. The firm employs a human-driven investment process that integrates fundamental and technical analysis, serving both U.S. and cross-border clients with discretionary and non-discretionary advisory solutions.

Jennifer Ziesk is a financial advisor with Kilter Group, holding Series 63 and Series 65 designations and 21 years of industry experience. She has previously worked at Lifetime Wealth Management P.C. and BFT Financial Group, LLC. In addition to her advisory role, she is licensed as an insurance agent, spending less than 10% of her time on this activity. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension/retirement-plan sponsors. The firm employs a top-down, macro tactical asset-allocation approach with sector rotation and uses technology-enabled tools for portfolio management and financial planning across multiple offices.

Ronald Glasgow II is a CFP® professional with 23 years of industry experience, currently affiliated with Calton & Associates, Inc. He has held multiple roles across various financial firms including Quincy Wells Capital, ElmTree Funds, and LPL Financial. Outside of his advisory work, he serves as a volunteer mentor for the North Texas Veteran's Court. Calton & Associates is a multi-team registered investment adviser and broker-dealer serving individuals, retirement plans, trusts, and business entities. The firm provides fee-based portfolio management and financial planning, using a blend of analytical approaches and offering access to third-party money managers and model portfolios.

Mindy Kirby is a financial advisor with Kovack Advisors, Inc. in Rowlett, TX, holding a Series 66 designation and 25 years of industry experience. Her prior roles include positions at Beacon Retirement Planning Services and Securities America. She is also president and CEO of Kirby Wealth Management. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, institutions, and government clients, offering portfolio management, financial planning, and access to independent advisor programs through a process supported by Envestnet.