Alejandro Sierra is a financial advisor at SWBC Investment Company with 14 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at J.P. Morgan Securities LLC and Money Concepts Capital Corp. SWBC Investment Company provides investment advisory services to individuals, including high-net-worth clients, as well as banking institutions, charities, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, and private fund management, utilizing internal teams and sub-advisers to implement tailored investment strategies.

Joshua Davis is a financial advisor at Moss, Luse & Womble, LLC with one year of industry experience. He holds a Series 65 designation and has previous work experience at East Texas Baptist University and Tapestry of Grace Prep School. Moss, Luse & Womble, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering fee-based discretionary portfolio management, financial planning, pension consulting, and accounting and payroll services. The firm employs a tactical allocation approach using proprietary risk models and primarily invests in exchange-traded funds and mutual funds to tailor portfolios to client objectives.

James Bassett is a financial advisor with Peak American Investment Advisors, Inc. in Plano, TX, holding a Series 65 designation and 11 years of industry experience. He has been with Peak American Investment Advisors since 2015 and is also involved with Peak American Financial Group, Inc. and Alpha Total Solutions, LLC, a software design and real estate company. 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 portfolio construction and integrates tax strategy and insurance coordination in retirement and income planning.

Kimberly Abmeyer is a CFP® and CFA® with 25 years of industry experience. She is currently with Ascentis Asset Management, LLC in Dallas, TX, and has held positions at Sanders Morris Harris LLC, Fuller Wealth Management, and Raymond James & Associates. Outside of her advisory work, she is an independent wine consultant. Ascentis Asset Management provides sub-advisory portfolio modeling and signaling services to other investment advisers and Unified Managed Account program sponsors. The firm focuses on constructing model portfolios and delivering implementation guidance through discretionary or non-discretionary arrangements.

David Wulfert is a financial advisor at Corus Family Wealth Advisors, Inc. with one year of industry experience. He holds a Series 65 credential and has previous experience at HighGround Advisors, High Street Logistics Properties, and Sandia National Laboratories. Wulfert also spent several years working in education-related roles, including at Dallas Baptist University and Pensacola Christian Academy. Corus Family Wealth Advisors is a registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on diversified, low-cost institutional mutual funds and ETFs, guided by modern portfolio theory, while also employing tailored allocations that may include private credit, private real estate, oil and gas partnerships, and derivatives in certain accounts.

Ian Cobb is a financial advisor at Fluent Financial, LLC in Dallas, TX, holding Series 66 and Series 63 licenses with three years of industry experience. His prior roles include positions at GuideStone Capital Management and TD Ameritrade. Fluent Financial is a registered investment adviser managing approximately $330 million in discretionary assets, serving individuals, trusts, pension plans, and business entities. The firm offers asset management exclusively through wrap-fee accounts and provides financial planning and pension consulting, including participant education, using a range of investment strategies tailored to client objectives.

Szilvia Nador is a financial advisor at Moss, Luse & Womble, LLC with a Series 65 designation and four years of industry experience. Her prior work includes positions at KPMG, Whole Foods Market, and Wells Fargo. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by offering discretionary portfolio management, financial planning, and pension consulting. The firm uses a tactical allocation approach with proprietary investment models tailored to client risk profiles and also provides integrated accounting, tax preparation, payroll, and third-party administrator services to business clients and retirement plans.

Jacob Andrew Howeth is a Series 66-registered advisor at Generational Wealth Advisors with eight years of industry experience. His work history includes roles at Fisher Investments, CUSO Financial Services, and Fidelity before joining Generational Wealth Advisors. Generational Wealth Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans. The firm uses a multi-disciplinary team approach emphasizing strategic asset allocation, diversification, and periodic rebalancing, primarily employing institutional mutual funds, ETFs, separately managed accounts, and alternative investments.

Matthew Bryan is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Moss, Luse & Womble, LLC since 2012. Moss, Luse & Womble, LLC advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using proprietary risk models and combines investment advisory services with accounting, tax preparation, payroll, and third-party administration support for retirement plans.

Terrance Hutchins is a CFP® with 16 years of industry experience. He is currently with Stevens Capital Partners and previously worked at Logos Financial Group LLC, Logos Tax and Business Solutions, and Allstate Insurance Co. He is a partner in SCP Tax LLC, a tax preparation and CFO services firm. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses with approximately $810 million in assets under management. The firm provides customized investment management and comprehensive financial planning, utilizing fundamental analysis and modern portfolio theory.

Ryan Taylor is an advisor at Lemnis Capital in Richardson, TX, holding the ChFC® designation and Series 66 license with three years of industry experience. He has worked at several firms including Equitable Advisors and MassMutual, and also serves as a group fitness coach at Crossfit Gallant. Lemnis Capital manages approximately $97.9 million for around 352 clients and offers portfolio management, financial planning, retirement plan consulting, and direct indexing solutions for individuals, trusts, and retirement plans. The firm uses model portfolios and customized asset allocation strategies, combining discretionary and non-discretionary management with multiple third-party platform partnerships.

Travis Ferguson is a financial advisor at Moss, Luse & Womble, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with the firm since 2012. Moss, Luse & Womble, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers fee-based discretionary portfolio management, financial planning, pension consulting, and provides accounting, tax preparation, and payroll services. Their investment approach uses tactical allocation based on fundamental analysis and proprietary risk models tailored to client objectives, primarily utilizing exchange-traded funds and mutual funds.

Owen Mccabe is a financial advisor at Astra Wealth Management Group with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is the sole managing member of OTM Family Investments, LLC, an investment-related business. Astra Wealth Management Group serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing $1.568 billion in assets. The firm employs a long-term investment approach utilizing fundamental, technical, cyclical, and charting analysis to construct diversified portfolios across various asset types and offers both discretionary and non-discretionary account services.

Mary Harris is a financial advisor at QuadCap Wealth Management, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked at QuadCap since 2017. Prior to joining QuadCap, she was associated with Stephen Cook, FullCircle Wealth, and Triad Advisors, Inc. from 2015 to 2017. 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 innovative tools, including an AI-enabled platform for estate planning and integrated tax preparation services.

Douglas Bartol is a financial advisor at Nexus One Financial Advisors LLC in Plano, TX, holding the CFP® and ChFC® designations with 29 years of industry experience. Before joining Nexus One in 2025, he worked for Retirement Planners of America for 14 years. Bartol is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. Nexus One Financial Advisors LLC is an SEC-registered firm serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm provides discretionary wealth management and financial planning, emphasizing customized, long-term portfolio construction with diversified mutual funds and ETFs, while also incorporating individual securities and alternative investments as appropriate.

Andrew Herzog is a CFP® with three years of industry experience, currently serving as an advisor at The Watchman Group, Inc. in Plano, TX. His prior experience includes roles at Beacon Pointe Advisors, Wisniewski Wealth Management, and Northwestern Mutual. The Watchman Group provides fee-only wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm focuses on customized, asset-allocation-driven portfolios using a combination of fundamental, quantitative, and qualitative analysis, primarily implementing discretionary strategies.

Robert Badger is a financial advisor at Dash Investments with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Dash Investments in 2025, he worked at Fisher Investments, Bank of America, Merrill, JPMorgan Chase Bank, J.P. Morgan Securities LLC, and Thrivent Financial. Dash Investments provides discretionary portfolio management and comprehensive financial planning services primarily to individuals, high-net-worth clients, estates, and trusts with at least $1,000,000 in investable assets. The firm employs a long-term, value-oriented investment approach focused on a limited number of industries, integrating financial planning and tax analysis into client relationships.

Wayne Goldstein is a financial advisor at Atlas with Series 65 and Series 66 licenses and one year of industry experience. He has worked at Atlas and Spreadwise since 2025 and previously held positions at Planet Healthcare, Kencor Health, and Merrill. Outside of finance, he is the owner of Boca Raton Podiatry and Sports Medicine Institute. Atlas provides wealth management and financial planning services to individuals, families, trusts, estates, businesses, and pooled investment vehicles. The firm employs a primarily long-term, index-based investment approach supplemented by internally managed equity and bond strategies and offers both discretionary and non-discretionary portfolio management.

Steven Zurlis is a financial advisor at Astra Wealth Management Group with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including Purshe Kaplan Sterling Investments and Wells Fargo Advisors. He owns and operates Zurlis Wealth Management, LLC, a separate investment-related business. 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 combination of fundamental, technical, cyclical, and charting analysis to build portfolios using mutual funds, ETFs, individual securities, options, and structured products tailored to client goals and risk tolerances.

Cooper Segars is a financial advisor at QuadCap Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and previously worked at SWMG, LLC and Baird. Segars also spent six years at Texas Tech University and had entrepreneurial involvement with Clean Air Lawn Care. 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 offers tailored asset allocation strategies, family office coordination, trustee services, in-house tax preparation, and employs an AI-enabled platform to assist with estate planning.