Jeffrey Bowlby is a financial advisor at Dash Investments with 12 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fisher Investments, Bank of America, Merrill, and Cetera. Outside of his advisory role, he is a partner in Starsworn Entertainment LLP, a company focused on creating, publishing, and promoting serial progression fantasy. Dash Investments provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, estates, and trusts, generally targeting accounts with at least $1,000,000 in investable assets. The firm employs a long-term, value-oriented investment approach with integrated financial planning and tax analysis.

Gary Ahr is a ChFC® professional with 45 years of experience in the financial services industry. He joined EQ Wealth Advisors in 2023 after spending 25 years with Lincoln Financial Advisors Corporation. In addition to his advisory role, he is also licensed as an agent involved in the sale of fixed life and health insurance and offers life settlements. EQ Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, foundations, and employer-sponsored plans. The firm employs an active, tactical investment approach that includes a mix of ETFs, mutual funds, individual securities, fixed income, and alternative investments, alongside tax-aware strategies and third-party research tools.

Ross Powell is a CFP® professional with five years of industry experience, currently serving as an advisor at Insight Wealth Partners since 2020. Prior to this, he worked for six years at KHA Accountants, PLLC. He is also a Certified Public Accountant and Licensed Insurance Agent, providing tax preparation, accounting services, and insurance product recommendations outside of his advisory role. 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 blend of Modern Portfolio Theory–based asset allocation and tactical strategies, including a Synthetic Equity Portfolio, while also conducting due diligence on third-party managers and providing ongoing portfolio oversight.

Jerred Crowley is a financial advisor with Bright Wealth Management, LLC in Lewisville, TX. He holds Series 63 and Series 65 licenses and has three years of industry experience, including prior roles at Charles Schwab and TD Ameritrade. Before entering the financial sector, he worked in other industries such as Cotiviti and Audio Fidelity. Bright Wealth Management, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management with tailored asset-allocation models and continuous supervision, managing approximately $265 million across roughly 175 clients.

Kara Wilson is a financial advisor at Moss, Luse & Womble, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at East Texas Baptist University and Parker School Uniforms, 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 uses a tactical allocation approach focused on exchange-traded funds and mutual funds and offers additional services such as accounting, tax preparation, and estate planning.

Robert Holland is a financial advisor at Astra Wealth Management Group in Plano, TX, holding Series 63 and Series 66 licenses with 50 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments, Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. He is also a director of Tychee Wealth Partners LLC, an operating company supporting the registered investment adviser. Astra Wealth Management Group provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified portfolios that include mutual funds, ETFs, options, structured products, and alternatives.

Stephen Howard is a financial advisor at Howard Financial Services, Ltd. in Dallas, TX, holding a Series 65 designation with 14 years of industry experience. He has been with Howard Financial Services since 2011. Howard Financial Services, Ltd. is a fee-only wealth management firm serving high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm offers investment management, financial planning, tax and legacy planning, and business succession and M&A consulting, typically managing client portfolios on a discretionary basis with strategic asset allocation across multiple asset classes.

Emily Schulman is a CFP® professional with six years of industry experience, currently serving at Guidestone Advisors. Her prior roles include positions with Equitable Advisors, LLC, AXA Advisors, and GuideStone Financial Resources. She also has experience with Dallas Baptist University and involvement with Girlstart. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and high-net-worth clients. The firm uses a faith-based investing policy and primarily implements client strategies through model portfolios and discretionary management.

Adam Keller is a CFP® with 21 years of industry experience, currently serving as an advisor at Apeiron in Dallas, TX. His work history includes roles at Three Oaks Advisory Group, Aperion RIA, LLC, WFG Investments Inc, and Ameriprise. Outside of his advisory work, he is a member-owner of AKRELLA LLC, a business management entity, and he also works as an independent insurance agent, dedicating about 10% of his time to selling recommended insurance products. Apeiron provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, and institutional clients. The firm employs a discretionary, holistic approach to portfolio management, utilizing multiple analysis methods and a range of investment options while acting as a fiduciary for retirement accounts.

Crystal Billing is a CFP® professional with 19 years of experience in the financial services industry. She has worked at SFMG Wealth Advisors since 2016, following roles at Cfo4 Life, L.P., LPL Financial, and Spectrum Strategies, L.L.C. She holds a Series 66 license. SFMG Wealth Advisors is a team-based firm providing integrated financial planning and discretionary portfolio management to individuals, families, pension plans, trusts, and corporate clients. The firm’s approach includes personalized investment programs guided by an investment policy statement and a centralized Investment Committee, with services that span mutual funds, ETFs, private equity, private credit, and estate and tax coordination.

James Rose is a financial advisor with Steadtrust LLC, holding a Series 66 license and 20 years of industry experience. Prior to joining Steadtrust in 2025, he worked at B. Riley Wealth Advisors, Inc., National Asset Management, and United Advisors Services, LLC. Outside of his advisory role, he co-administers family investments and is involved in managing a tree farm as a partner. Steadtrust LLC 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 consulting, using a range of investment strategies including long- and short-term trading and alternative vehicles, typically managing accounts on a discretionary basis.

Albi Kacani is a CFP® and holds a Series 65 license with 13 years of industry experience. He has been with Howard Financial Services, Ltd. since 2013. Howard Financial Services provides personalized investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm focuses on strategic asset allocation and employs fundamental, technical, and quantitative analysis in security selection and portfolio construction.

Shannon Pope is a CFP® professional with five years of industry experience, currently serving at SFMG Wealth Advisors since 2018. Prior to joining SFMG, Pope worked at RGT Wealth Advisors and PFG Advisors. SFMG Wealth Advisors is a team-based wealth management firm that provides integrated financial planning and discretionary portfolio management to individuals, families, pension plans, trusts, and corporate clients. The firm builds personalized investment programs guided by an investment policy statement and a centralized Investment Committee, offering a combination of strategic allocations, tactical adjustments, and options for values-based investing.

Tai Chu is a CFP® certificant with 20 years of industry experience. He has worked at Fidelity and its affiliated entities from 2004 to 2023 before joining Beaird Harris in 2023. Beaird Harris Wealth Management, LLC is a fee-only registered advisory firm with 18 advisors managing approximately $2.27 billion for around 800 client relationships. The firm serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans using a Modern Portfolio Theory–based approach with diversified, low-cost mutual funds and ETFs alongside alternative investments.

Anthony Lara is a financial advisor with DHL Wealth Management LLC in Richardson, TX, holding a Series 65 designation and three years of industry experience. He previously worked at Peak American Investment Advisors, Inc. for six years. Lara is also a licensed insurance agent with American Senior Benefits. DHL Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients, offering estate-planning referrals and educational seminars. The firm follows a long-term, risk-based investment approach using mutual funds, ETFs, equities, and fixed income, with discretionary management and quarterly reviews.

Jim Wagner is a financial advisor at Signal Securities, Inc. in Dallas, TX, with 23 years of industry experience. He holds the Series 66 designation and has been with Signal Securities since 2013. Wagner is the founder of Navicors Wealth Management, a financial planning business. Signal Securities provides fee-based asset management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach focuses on risk management through diversification and a consultative process, offering model-based portfolios and separately managed accounts primarily on a non-discretionary basis.

Ephimia Coumanakos is a financial advisor at Steadtrust with 20 years of industry experience. She holds a Series 66 designation and has worked previously at B. Riley Wealth Management, National Securities Corp, and WFG Advisors. Outside of her advisory role, she is involved in tax accounting preparation for small businesses. Steadtrust LLC is a team advisory firm managing approximately $439 million with 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/401(k) consulting with a discretionary investment approach that includes a range of strategies and alternative vehicles.

George Townsend is a CFP® professional with 12 years of experience in financial planning and wealth advisory. He has been with Consilium Wealth Advisory, LLC since 2015 and previously operated as a sole proprietor. Townsend is also licensed as an insurance agent. Consilium Wealth Advisory serves individuals, high-net-worth clients, and corporate entities with fee-based investment management, comprehensive financial planning, and consulting services, employing both quantitative and qualitative analysis to build and monitor portfolios.

Zain Griffith is a financial advisor at Dash Investments with 16 years of industry experience and holds a Series 65 designation. He has been involved with Dash Acquisitions LLC since 2009. Dash Investments serves individuals, high-net-worth clients, estates, and trusts, typically managing accounts with at least $1 million in investable assets. The firm employs a long-term, value-oriented investment approach focused on a limited number of industries and integrates financial planning and tax analysis into its advisory services.

Robert Moses is a financial advisor at Beacon Financial Group in Dallas, TX, holding the ChFC® designation with 57 years of industry experience. He has been with Beacon Financial Group since 2006 and has prior experience at Kestra Advisory and Execu/Comp., Inc. Moses is also the owner of TPG Financial, Inc., a business unrelated to investment advisory services. 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 offers discretionary portfolio management using a combination of fundamental, technical, and cyclical analysis, managing approximately $1.3 billion in discretionary assets.