Benino Torrez III is a financial advisor at Insight Wealth Partners in Plano, TX, holding a Series 65 designation with three years of industry experience. He has been with Insight Wealth Partners since 2022 and previously worked for the City of Fort Worth for eleven years. Insight Wealth Partners offers financial planning, portfolio management, and pension consulting services to individuals, trusts, retirement plans, and businesses. The firm employs a blend of Modern Portfolio Theory–based asset allocation and tactical strategies, including a Synthetic Equity Portfolio, and conducts due diligence on third-party managers while providing ongoing portfolio oversight.

Todd Berger is a financial advisor with SteadTrust, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at B. Riley Wealth Management, National Securities Corporation, and United Advisors Services. He is also involved with RDL Wealth Management LLC, a financial securities business conducted through SteadTrust. SteadTrust LLC is a team advisory firm managing approximately $439 million with nine advisors, serving individuals, high-net-worth clients, pension plans, and business entities. The firm offers portfolio management, financial planning, and pension consulting, using a range of investment strategies and typically managing accounts on a discretionary basis.

Julie Nielsen is a Series 65 licensed advisor at Vann Equity Management LLC in Plano, TX, with six years of industry experience. Her prior work includes roles at Edward Jones, LPL Financial dba PWG Financial, and several other firms. She also works part-time as an administrative assistant at Edward Jones in a non-investment capacity. Vann Equity Management LLC is a mid-sized, SEC-registered investment adviser serving individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a blend of model-based and customized strategies across various asset classes and incorporates sub-advisory relationships for specialized real estate investments.

Paul Ruedi is a CFP® with 12 years of industry experience and is the principal advisor at Ruedi Wealth Management, Inc., where he has worked since 2015. He holds a Series 65 license and is based in The Colony, TX. Outside of his advisory role, he manages a short-term rental property in Galveston, TX. Ruedi Wealth Management, Inc. is an SEC-registered firm that provides discretionary portfolio management and financial planning to individuals, trusts, retirement plans, and corporations. The firm manages approximately $432 million in assets and focuses on diversified, buy-and-hold portfolios using primarily passive mutual funds and ETFs, with an emphasis on asset allocation, periodic rebalancing, and tax-sensitive trading.

Jonathan Melehan is a financial advisor at Black Knight Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Smith Barney LLC and Kaplan Professional. In addition to his advisory role, he owns Black Creek Consulting LLC, where he provides sales consulting to investment firms. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination of services involving attorneys, tax advisors, and private bankers. The firm employs a disciplined investment process using fundamental, quantitative, and technical analysis, and manages accounts through discretionary, asset-based approaches tailored to client needs.

Jaya Prakash Gadela is a financial advisor at Life, Inc. Retirement Services with one year of industry experience. He holds a Series 65 designation and has previous work experience at Computer Concepts Inc, Finvest Financials LLC, Hegemon Group International, RJHub Solutions LLC, and Ameritek Global Inc. Life, Inc. Retirement Services provides portfolio management, financial planning, and pension/401(k) consulting primarily to retail clients and employee benefit plans. The firm uses fundamental and quantitative analysis alongside modern portfolio theory and focuses on long-term trading, managing both discretionary and non-discretionary accounts with total assets under management of approximately $91.6 million.

John Lopez is a financial advisor at Eagle Financial Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Eagle Financial Advisors since 2015 and Eagle Financial Group since 2019. His career also includes 12 years at CLA USA Inc. and over two decades as an independent insurance agent. Eagle Financial Advisors, LLC serves individuals, high-net-worth clients, trusts, corporations, and other entities by providing portfolio management and third-party manager selection. The firm manages approximately $113 million in assets, primarily on a non-discretionary basis, using quantitative methods, third-party research, and client-specific investment policies.

Terry Hill is a financial advisor with Crescent Advisor Group, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has worked at Crescent Securities Group, Inc. since 2018 and previously at Institutional Securities Corp from 2013 to 2017. Crescent Advisor Group, Inc. 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 a range of investment strategies and offers both discretionary and non-discretionary management with comprehensive account reviews and custodial reporting.

Travis Carter is a CFP® with 32 years of industry experience, currently serving as an advisor at Insight Wealth Partners since 2010. He also manages a commercial real estate business, 3333 Premier Properties, LLC. Insight Wealth Partners is a multi-team firm providing financial planning, portfolio management, pension consulting, and referrals to third-party money managers for individuals, trusts, retirement plans, and businesses. The firm employs a strategic investment approach combining Modern Portfolio Theory with tactical asset allocation and unique strategies such as a Synthetic Equity Portfolio.

Kennon Grose is a financial advisor at AssetBuilder, Inc. with 19 years of industry experience. He holds the Series 65 designation and has been with AssetBuilder since 2004. AssetBuilder provides investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm follows a buy-and-hold, asset-allocation approach based on Modern Portfolio Theory, primarily using Dimensional Fund Advisors products, and emphasizes diversification and documented client objectives through Investment Policy Statements.

Cortnie Rodriguez is a financial advisor at QuadCap Wealth Management, LLC with 13 years of industry experience. She holds a Series 66 designation and has been with QuadCap since 2014. QuadCap Wealth Management provides investment management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm offers services including family office coordination, trustee services, and integrated tax preparation, utilizing a combination of traditional advisory work and a third-party AI-enabled platform to assist with estate planning.

Robert Poynor III is an advisor at Castleview Partners, LLC and holds Series 65 and Series 63 credentials. He has worked in the financial industry since 2012, with prior roles at Reino Capital, Mercer Advisors, Compass Retirement, and Cain Financial Solutions. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans. The firm delivers tailored strategies through a combination of internally managed models, third-party money managers, and direct holdings, supported by its aiAlpha platform, which offers operational support to both Castleview and third-party advisers.

Lyndsey Monahan is a financial advisor at Precision Wealth Strategies, LLC with 11 years of industry experience. She holds the ChFC® and Series 63 credentials and has previously worked at firms including Women Inspire Wealth, Transamerica Financial Advisors, and New York Life. Outside of advisory work, she is co-owner of a family farm and serves as CEO of her own consulting firm. Precision Wealth Strategies provides holistic financial planning and investment management services to individuals, corporations, trusts, and retirement plans. The firm employs a Life-Timing Allocation approach to align assets with clients’ cash-flow needs and risk tolerance, and offers specialized retirement plan consulting and fiduciary services.

Mark Harris is a financial advisor at RPR Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including IHT Wealth Management LLC, Personal Financial Group, LPL Financial, and RBC Capital Markets. Outside of his advisory role, he manages a small real estate rental business. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm employs a value-oriented investment approach and integrates accounting services through an affiliated CPA practice.

Elise Henderson is a financial advisor with Spectrum Advisors, Inc. in Plano, TX. She holds a Series 65 designation and has one year of industry experience, including prior roles at CX Institutional, CD Wealth Management, and Schuster Financial Services. Spectrum Advisors serves individuals, families, trusts, estates, charitable organizations, private business owners, and qualified retirement plans with portfolio management, financial planning, and consulting services. The firm manages approximately $160 million in assets, emphasizes customized asset allocation, and is notable for operating five offices and offering educational seminars for clients nearing or in retirement.

Roddy Warren is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He currently works at Astra Wealth Management Group, having previously been with Avior Wealth Management and Stowe Financial Planning. Astra Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $1.3 billion in assets. The firm employs a blend of fundamental, technical, cyclical, and charting analysis to build portfolios tailored to client goals, utilizing a range of investment vehicles including options and structured products.

James Torrey is a financial advisor at The Watchman Group, Inc. in Plano, TX, with 22 years of industry experience. He holds the Series 63 designation and has worked at The Watchman Group since 2019, following a 35-year tenure at Cornerstone Advisory Corporation. The Watchman Group provides fee-only wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes customized, asset-allocation-driven portfolios using fundamental, quantitative, and qualitative analysis, and employs primarily discretionary strategies with a range of investment tools and products.

Scott Schwitzer is a financial advisor at Peak American Investment Advisors, Inc. in Plano, TX, holding a Series 66 designation with 17 years of industry experience. His prior roles include positions at Fisher Investments and LPL Financial. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary wealth management and comprehensive financial planning, incorporating retirement tax strategy, insurance coordination, and estate and legacy planning. The firm uses a combined technical and fundamental analysis approach and integrates tax strategy and insurance coordination into retirement and income planning.

Craig Love is a financial advisor at Fulcrum Wealth Management with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America, Inc. and FulcrumIO. He has been associated with Fulcrum Equity Management, LLC since 2011. Fulcrum Equity Management, LLC provides discretionary portfolio management, financial planning, and consulting services to individual clients, employee benefit plans, and other registered investment advisers. The firm develops individualized investment strategies using both fundamental and technical analysis and offers sub-advisory services while maintaining fiduciary responsibilities under ERISA guidance.

Janet Griffith is a Certified Financial Planner (CFP®) with nine years of industry experience, currently serving at AssetBuilder, Inc. since 2017. Prior to joining AssetBuilder, she spent 15 years at Canyon Creek Baptist Church. AssetBuilder, Inc. is a nine-advisor, fee-only registered advisory firm managing approximately $813 million for about 700 clients. The firm provides discretionary portfolio management, financial planning, and consulting services, following a long-term, buy-and-hold investment strategy grounded in Modern Portfolio Theory and utilizing institutional Dimensional Fund Advisors funds.