Lance Purcell is a CFP® professional with over 15 years of experience in the financial and banking industries. He is currently with Black Knight Wealth Management, LLC and previously worked at Citizens Bank and FirstBank Southwest. Outside of his advisory role, he serves as a bank director and manages a legal practice as an attorney. Black Knight Wealth Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and coordination with clients’ other professional advisors. The firm employs a multi-disciplinary investment approach that includes fundamental, quantitative, and technical analysis, and typically manages accounts on a discretionary, asset-based basis using model Income and Growth portfolios tailored to client needs.

Craig Greenway is a CFP® professional with 27 years of industry experience. He has worked at SFMG Wealth Advisors since 2007, including his current tenure beginning in 2024, and previously held roles at Caton Consulting Group, PC and Southwest Strategies. SFMG Wealth Advisors is a team-based firm serving individuals, families, pension plans, trusts, and corporate clients with integrated financial planning and discretionary portfolio management. The firm employs a centralized Investment Committee to guide personalized investment programs that may include mutual funds, ETFs, private equity, and values-based investing options.

Stuart Connelly is a financial advisor at Brooklyn FI, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments for 13 years before joining Brooklyn FI. Brooklyn FI serves individual and high-net-worth clients by providing household-level investment management, financial planning, and retirement-account advisory services. The firm employs a primarily passive investment approach while incorporating specialized external strategies and routinely aggregates held-away assets for comprehensive client portfolio oversight.

John Maness is a financial advisor with Astra Wealth Management Group in Plano, TX, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Citi Group, and service in the United States Marine Corps Reserve. Astra Wealth Management 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 utilizing diversified portfolios that include mutual funds, ETFs, options, and other instruments, serving both discretionary and non-discretionary accounts.

Alexander Wagner is a CFP® professional with three years of industry experience. He has worked at Moss, Luse & Womble, LLC since 2019 and has a background that includes four years at Harding University. Moss, Luse & Womble serves individuals—including high-net-worth clients—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 through a tactical allocation approach, using proprietary risk-profile models and fundamental analysis to guide investment selections.

Sohrab Mirzabeigifini is a CFP® with 10 years of industry experience, currently serving at Atlas since 2026. He previously worked for Northwestern Mutual in various capacities from 2015 to 2026. Atlas provides wealth management and financial planning services to a diverse client base including individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, index-based investment approach supplemented by internal equity and bond strategies, and is active as a general partner and sponsor of private credit funds.

Christian Marroquin is a financial advisor with United Advisors America holding a Series 65 designation and has been in the industry for one year. Before joining the firm, he worked at Boeing and Chick-fil-A. United Advisors America serves individual investors, particularly those near retirement, as well as pension and profit-sharing plans, providing investment management and financial planning. The firm applies a Modern Portfolio Theory approach with model portfolios, mutual funds, ETFs, and additional exposure to digital currencies.

Michael Christians is a financial advisor at Black Knight Wealth Management, LLC with 29 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney and Morgan Stanley from 1999 to 2018. Outside of his advisory role, Christians partners with his brother in a house-flipping business in Illinois. 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 multi-disciplinary investment approach using fundamental, quantitative, and technical analysis alongside modern portfolio theory, and offers tailored strategies through discretionary management.

Debbie Feuer is a financial advisor with Fulcrum Wealth Management in Plano, TX, holding Series 63 and Series 65 licenses and having 30 years of industry experience. Her prior work includes roles at Fulcrum Equity Management, Securities America Advisors, WFG Investments, LPL Financial, and MDK Financial Group. Feuer serves on the Board of Trustees for the Moores Music Society at the University of Houston, supporting scholarships and projects for the music school. Fulcrum Equity Management provides discretionary portfolio management, financial planning, and consulting services to individuals, employee benefit plans, and other registered investment advisers. The firm utilizes fundamental and technical analysis along with a range of investment vehicles to build and monitor individualized client strategies and also offers sub-advisory services and sponsorship of a wrap fee program.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Paul Nelson is a Series 65-licensed financial advisor with Cain, Watters & Associates, LLC in Frisco, TX, bringing one year of industry experience. Prior to joining Cain, Watters & Associates, he worked six years at Forvis Mazars LLP and has held roles in both fitness and academic settings. Cain, Watters & Associates provides financial planning, retirement planning, and investment management primarily for dental healthcare professionals, offering services that include ERISA plan advisory, unified managed accounts, and donor-advised fund management. The firm uses both discretionary and non-discretionary investment solutions and maintains formal affiliations with related financial and accounting entities.

Asim Awan is a financial advisor with Capital Analysts in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has previously worked at Voya Financial Advisors, Valic Financial Advisors, and Ameriprise. Awan is also the founding partner of Red River Wealth Advisors, a financial services firm serving client financial needs. Capital Analysts serves a diverse range of clients, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment management approaches, supported by an in-house research team and third-party managers.

Nancy Dinh is a financial advisor at Capital Analysts with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Investment, Penn Mutual Life Insurance, Hornor Townsend & Kent, and Valic Financial Advisors. Outside of her advisory role, she serves as Executive Vice-President of the DFW Asian American Citizens Council and is a part owner of PC CONNECT, LLC, an IT support services business. Capital Analysts provides portfolio management and retirement-plan advice to retail and institutional clients, including high-net-worth individuals, trusts, foundations, and businesses. The firm offers both discretionary and non-discretionary investment management through an in-house research team, independent advisors, and third-party managers, delivering customized portfolios and specialized services nationwide.

Jessica Cafferata is a CFP® with 17 years of industry experience, currently advising at AlphaCore Capital LLC since 2025. Her prior experience includes roles at Callan Capital LLC, Mariner Wealth Advisors, HighTower Advisors LLC, and Frontier Investment Management Co. She serves as an HOA Board member of Wichita Estates HOA, where she participates in community decision-making. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm combines traditional and alternative investment strategies with comprehensive wealth planning, offering discretionary management and specialized advisory services including tax preparation and ERISA plan consulting.

Kyler Smith is a CFP® and holds a Series 66 license with three years of industry experience. He is currently an advisor at SageSpring Wealth Partners and has previously worked at Raymond James Financial Services, Edward Jones, and The Capital Chart Room. SageSpring Wealth Partners serves a diverse client base that includes individual households and various institutional clients such as retirement plans, banks, and state and municipal governments. The firm provides discretionary investment management, financial planning, and consulting, with portfolios tailored to client objectives and a mix of investment strategies including individual securities, ETFs, alternatives, and direct indexing.

Shyan Moayedi is a financial advisor at Madison Partners with 14 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Madison Partners in 2026, he worked at Wells Fargo Advisors and Wells Fargo Clearing Services for five years, followed by roles at Charles Schwab and Morgan Stanley. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and businesses. The firm’s investment approach is customized and primarily long-term focused, using a mix of ETFs, mutual funds, individual equities, fixed income, and alternatives, often implemented through third-party sub-advisers and model portfolios.

James Turco is a financial advisor with Thurston Springer Advisors in Flower Mound, TX, holding Series 63, 65, and 66 licenses with six years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Bank, with earlier work at North Pier Fiduciary Management and Lockton Investment Advisors. Thurston Springer Advisors serves individuals, high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services. The firm employs a range of investment strategies, including both buy-and-hold and active models, and works with institutional clients while integrating affiliated broker-dealer and insurance services.

Amanda Perry is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 credential and four years of industry experience. Prior to joining Cain, Watters & Associates in 2021, she worked at PricewaterhouseCoopers from 2018 to 2021. Cain, Watters & Associates, LLC provides financial planning, retirement planning, and investment management services primarily to individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm utilizes both discretionary and non-discretionary solutions across multiple platforms and offers specialized services related to practice transition and dental service organizations.

David Mc Clanahan is a financial advisor with BOK Financial Securities, Inc. in Plano, TX. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior experience includes roles at Citigroup, Wells Fargo Advisors, and Bancwest Investment Services. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities such as municipalities and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor contact with firm-provided investment research and asset allocation.

Noah Fess is a financial advisor at KCD Financial, Inc. with eight years of industry experience. He holds the Series 66 designation and has been with KCD Financial since 2016. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment strategies and uses third-party platforms and managers as part of its implementation approach.