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.

Elizabeth Rauschmayer is a financial advisor with Parkway Wealth Management Group, LLC in Plano, TX. She holds a Series 65 designation and has one year of industry experience. Prior to her role at Parkway, she was with Cabot Lodge Securities, LLC. Outside of finance, she is involved with the 4/4 School of Music. Parkway Wealth Management Group manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and other institutional clients. The firm employs a holistic, personalized investment approach with diversified portfolios and offers portfolio management, comprehensive financial planning, 401(k) plan advisory services, and ad hoc financial consulting.

Jennifer Vendryes is a financial advisor at Eagle Financial Advisors, LLC with one year of industry experience. She holds the Series 65 designation. Her prior work includes four years at Methodist Medical Center and over two decades at Silver Tree Financial. Eagle Financial Advisors, LLC serves individuals, high-net-worth clients, trusts, corporations, and other business entities by providing portfolio management and selection or solicitation of third-party managers. The firm manages approximately $113 million in assets, primarily on a non-discretionary basis, using quantitative techniques, third-party research, and client-specific investment policies.

Brooke Chandler is a financial advisor at Bright Wealth Management, LLC with three years of industry experience. She holds the Series 65 designation and previously worked at Parkway C&A, LP and the City of The Colony. Bright Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $265 million for about 175 clients through a team of seven advisors, providing discretionary portfolio management with tailored asset-allocation models and continuous portfolio supervision.

Grant Winger is a financial advisor at Insight Wealth Partners in Plano, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at The Vanguard Group and various self-employed positions. Insight Wealth Partners serves individuals, trusts, retirement plans, and businesses by providing financial planning, portfolio management, pension consulting, and referrals to third-party money managers. The firm employs a blend of Modern Portfolio Theory–based asset allocation and satellite strategies, including a Synthetic Equity Portfolio, and offers both discretionary and non-discretionary account management.

Mark Stegman is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Insight Wealth Partners since 2021. He previously worked for Ameriprise Financial Services, Inc. for 16 years. Outside of his advisory role, he owns and operates Stegman Honey, a small-scale beekeeping and honey production business. Insight Wealth Partners provides financial planning, portfolio management, and pension consulting for individuals, trusts, retirement plans, and businesses. The firm employs a blend of Modern Portfolio Theory–based asset allocation and tactical strategies, offers a Synthetic Equity Portfolio approach, and conducts due diligence on third-party managers while maintaining ongoing client engagement.

Charles Evans is a financial advisor at Astra Wealth Management Group in Plano, TX, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is involved with Evans Wealth LLC, an investment-related business he owns and operates. Astra Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.3 billion using a long-term investment approach that combines fundamental, technical, cyclical, and charting analysis to build portfolios tailored to client goals and risk tolerances.

John Darden is a financial advisor with Astra Wealth Management Group in Plano, TX, holding a Series 66 designation and 10 years of industry experience. He previously worked at Wells Fargo Advisors and Purshe Kaplan Sterling Investments. In addition to his advisory role, he is an independent insurance agent providing fixed insurance advice based on client needs. Astra Wealth Management is an SEC-registered advisory firm managing approximately $1.3 billion for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach combining fundamental, technical, cyclical, and charting analysis, utilizing a variety of investment vehicles including options and structured products.

Tyler Hastings is a CFP® with six years of experience in the financial services industry. He is currently with Parkway Wealth Management Group, LLC and has held prior roles at Raymond James and LPL Financial. He is also separately licensed as an independent insurance agent. Parkway Wealth Management Group, LLC manages over $1.2 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and institutional clients. The firm employs a personalized investment approach using diversified portfolios and offers services including portfolio management, comprehensive financial planning, and 401(k) plan advisory.

Marques Miles is a Series 65-licensed financial advisor with seven years of industry experience. He is currently affiliated with Alden Investment Group and has held roles at Brookstone Wealth Advisors, Pathways Retirement Advisors, Elevated Capital Advisors, Gradient Advisors, Pioneer Financial Group, and Puritan Financial. Additionally, he served in the Oklahoma National Guard with the U.S. Air Force for six years. He is also an owner of Pathways Retirement Advisors, focusing on insurance, retirement, and investment planning. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and nonprofit and institutional clients. The firm specializes in retirement programs and executive benefits for small and mid-sized employers and uses proprietary technology to integrate and manage client assets, including held-away accounts.

John Vann is a financial advisor at Vann Equity Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and joined Vann Equity Management in 2019 following prior roles at Per Stirling Capital Management, LLC and Level Four Advisory Services. Outside of his advisory work, he is involved in ownership of several personal property entities in Bulgaria. Vann Equity Management LLC is an SEC-registered firm with a team of five advisors managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a mix of model-based and bespoke investment strategies, leveraging quantitative, macro, technical, and fundamental analysis, and utilizes both individual equity and ETF allocations alongside sub-advisory relationships for real-estate-focused investments.

Nicholas Blankl is a CFA® charterholder with 11 years of industry experience. He has been with Consilium Wealth Advisory, LLC since 2015 and is also affiliated with Black Oak Investment Management Company, where he provides retirement plan advisory services. Outside of advisory work, he serves as Treasurer for the International Leadership Academy, a French language immersion school, where he oversees financial management and long-term strategy. Consilium Wealth Advisory is a fee-based firm serving individuals, high-net-worth clients, and corporate entities with portfolio management, comprehensive financial planning, and consulting services. The firm employs a fiduciary approach and utilizes both quantitative and qualitative analysis to construct portfolios, including its discretionary equity-focused "Consilium Core" strategy.

Aubrey Paganelli is a financial advisor at United Advisors America with 13 years of industry experience. She holds a Series 65 designation and has worked at United Advisors America and its affiliated entities since 2013. In addition to her advisory role, Paganelli is a full-time insurance agent with Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, using a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios. The firm manages approximately $353.7 million in assets and offers both discretionary and non-discretionary portfolio management alongside complimentary financial planning.

Michael Womble is a CFP® and Series 65 certificant with 19 years of industry experience. He has worked at Moss, Luse & Womble, LLC since 2010 and previously was with Cain, Watters & Associates, LLC from 2007 to 2010. Moss, Luse & Womble serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages discretionary client portfolios using tactical allocation focused on exchange-traded funds and mutual funds, and it provides financial planning, pension consulting, and estate planning services through a combination of advisor meetings and technology-based tools.