Peter Roe is a financial advisor with RTW Financial Advisors Inc in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with RTW Financial Advisors since 1991 and is also affiliated with Momentum Independent Network Inc since 1998. Outside of advisory work, he participates in securities industry focus groups for market research purposes. RTW Financial Advisors manages approximately $508 million for around 157 clients, providing customized portfolio management, financial planning, and family office services. The firm employs a long-term investment approach combining fundamental analysis and asset allocation, tailoring portfolios to client-specific objectives and risk tolerance.

Dewayne Nelson Jr. is a financial advisor with Collective Wealth Advisors LLC in Coppell, TX, holding Series 63 and 66 designations and bringing 32 years of industry experience. He previously worked at GENEOS Wealth Management Inc. and has operated as a sole proprietor. Outside of finance, Mr. Nelson serves as an interim pastor for St. Peter Lutheran Church, contributing to worship and religious education. Collective Wealth Advisors LLC provides fee-based investment management and financial planning to individuals, charitable organizations, businesses, and qualified retirement plans. The firm employs a client-centered approach, utilizing third-party account administration and multiple sub-advisors to manage diversified portfolios, and is notable for offering educational seminars alongside its fiduciary services.

Douglas Wood II is a CFP® and holds a Series 65 license, with two years of industry experience. He currently works at Ascentis Asset Management, LLC and has previous experience at ORG Partners Asset Management and Greg Homesley CPA PC. Ascentis Asset Management provides sub-advisory portfolio modeling, model construction, and signaling services to other investment advisers and Unified Managed Account program sponsors, focusing on delivering model portfolios and implementation guidance rather than directly managing client assets. The firm employs charting, fundamental, quantitative, and technical analysis to build asset allocations and creates custom models based on parameters set by primary advisers.

Paul Hofland is a financial advisor with Nexus One Financial Advisors LLC in Plano, TX, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. His prior roles include positions at Retirement Planners of America and NYLife Securities LLC. He is also a licensed insurance agent, spending a portion of his time on insurance sales and implementation. Nexus One Financial Advisors LLC serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans with discretionary wealth management, portfolio management, and financial planning. The firm emphasizes customized, long-term portfolio construction using diversified mutual funds, ETFs, and other investment vehicles, and manages about $552 million in assets across a six-advisor team.

Natalie Floyd is a financial advisor at Worth Asset Management in Dallas, TX, holding a Series 65 license with three years of industry experience. She has been with Worth Asset Management since 2023 and also teaches first grade students at Trinity Christian Academy. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans, offering additional financial planning and insurance-related advice. The firm uses a diverse mix of security analysis methods, employs outside managers and sub-advisors, and conducts quarterly account reviews tailored to client objectives.

Kenneth Hast is a financial advisor at Crescent Advisor Group, Inc. with 12 years of industry experience. He holds the Series 66 credential and has previously worked at Realta Equities, Inc., Crescent Securities, and Titan Securities. Hast is also involved as a partner in Hast Financial Group, an investment advisory firm serving insurance company clients. Crescent Advisor Group, Inc. provides financial planning and portfolio management to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and non-profits. The firm uses a combination of technical and fundamental analysis and offers a range of investment strategies, along with due diligence and monitoring of third-party advisers.

Michael Mills is a Certified Financial Planner® with 26 years of industry experience and has been with Mills Wealth Advisors, LLC since 2003. He holds additional designations including Certified Fund Specialist (CFS), Chartered Life Underwriter (CLU), and Certified Exit Planning Advisor (CEPA®). Outside of his advisory role, Mills is involved in real estate investment through ownership interests in several entities unrelated to his firm’s business. Mills Wealth Advisors serves individuals and high-net-worth clients, particularly executives and business owners, offering wealth management, financial and business planning, retirement-plan advisory, and portfolio management services. The firm employs a fiduciary, goal-driven process with evidence-based CORE+ model portfolios and is notable for sponsoring private pooled investment vehicles and using performance-based fee arrangements with certain clients.

Matthew Oberst is a financial advisor at Trinity Portfolio Advisors, LLC in Plano, TX, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Trinity since 2009 and at MassMutual Financial Group since 2006. Outside of his advisory role, he is a 2% owner of All Season Greens, LLC, a company that produces hydroponic systems for growing living greens for both animal and human consumption. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for nearly 700 clients. The firm offers financial planning, consulting, and investment management services to a diverse client base, employing a risk-assessed, probability-based investment approach that integrates fundamental and technical analyses alongside proprietary model portfolios.

Christian Patterson is a CFP® with eight years of experience in the financial advisory industry. He is currently with Quadcap Wealth Management, LLC and previously worked at Exencial Wealth Advisors and Downs Saffiotti & Boudreaux, LLP. 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 combines equities and fixed income in customized asset allocations and uses an AI-enabled platform to assist with estate planning documents, alongside traditional advisory services.

Nicholas Lehman is a financial advisor at Spectrum Advisors, Inc. in Plano, TX, with 12 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Advice and Planning Services and TIAA. Spectrum Advisors serves individuals, families, trusts, estates, charitable organizations, private business owners, and qualified retirement plans, offering portfolio management, financial planning, and consulting services. The firm manages approximately $160 million in client assets, employs a customized investment approach based on client risk tolerance and fundamental analysis, and operates five offices with a team of four advisors.

Matthew Brown is a CFP® with 12 years of industry experience, currently serving as an advisor at Mills Wealth Advisors, LLC since 2017. Prior to this, he worked at TD Ameritrade from 2013 to 2017. He holds Series 65 and Series 63 licenses. Mills Wealth Advisors, LLC provides wealth management, financial planning, business planning, retirement-plan advisory, and portfolio management services to individuals, high-net-worth clients, executives, and business owners. The firm employs an evidence-based CORE+ investment framework combining diversified low-cost core holdings with selective satellite positions, emphasizing tax-aware trading and ongoing monitoring aligned with client objectives.

Robert Blair is a CFP® certificant with 16 years of industry experience. He is currently with Peak American Investment Advisors, Inc. and has previously worked at Madison Avenue Securities, Kalos Capital, Spectrum Advisors, Dallas Financial Advisors, Mass Mutual Investors Services, and Spectrum Strategies. 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 combines technical and fundamental analysis in portfolio construction and integrates tax and insurance considerations into retirement and income planning.

Avery Klatsky is a CFP® professional at SFMG Wealth Advisors in Plano, TX, with experience starting in 2021. Prior to joining SFMG, Avery worked with Bayntree Wealth Advisors and also gained experience contributing to The State Press at Arizona State University. SFMG Wealth Advisors is a team-based firm providing integrated financial planning and discretionary portfolio management to individuals, families, and institutional clients. The firm employs a combined financial planning and investment management approach, using strategic allocations overseen by an Investment Committee and offers options for values-based investing.

Cliff Demarest is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with Consilium Wealth Advisory, LLC since 2012. Consilium Wealth Advisory is a fee-based investment management and wealth advisory firm serving individuals, high-net-worth clients, and corporate/business entities. The firm employs both quantitative and qualitative analysis to build and monitor portfolios, offers comprehensive financial planning, and provides discretionary and non-discretionary portfolio management services.

Tonyia Cleaver is a financial advisor at The Wealth Boutique in Dallas, TX, holding a Series 66 designation with six years of industry experience. She previously worked at Edward Jones for five years and spent 14 years with KXAS-TV - NBC Universal. In addition to her advisory role, she is a licensed insurance agent focusing on life, annuity, and health products. The Wealth Boutique is a team of seven advisors managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm offers holistic financial planning and discretionary portfolio management with a financial-planning-led, goals-based approach that incorporates both fundamental and technical analysis.

Elias Dragon is a CFP® and ChFC® credentialed advisor with 23 years of industry experience. He is currently with Main Street Retirement Planning, LLC, where he has worked since 2022. Prior to this, he was associated with MMWKM Advisors, LLC and Retirement Planners of America from 2011 to 2022, and he has maintained Dragon Financial Group since 2001. Dragon is also a licensed insurance agent. Main Street Retirement Planning, LLC provides discretionary portfolio management and financial planning services to individuals, high net worth clients, and institutional investors. The firm employs a tactical, trend-based investment approach using technical analysis and primarily manages client assets through SEI mutual funds, money market funds, and sweep accounts.

Emily Lopez is a CFP® professional with three years of industry experience. She works at Mills Wealth Advisors, LLC and previously held roles at Cain Watters & Associates and KPMG. In addition to her financial advisory work, Lopez is a Certified Public Accountant. Mills Wealth Advisors, LLC provides wealth management, financial planning, business planning, retirement-plan advisory, and portfolio management services to individuals, high-net-worth clients, executives, and business owners. The firm employs an evidence-based CORE+ investment framework combining broadly diversified, low-cost core holdings with selective satellite positions and emphasizes tax-aware trading and ongoing portfolio monitoring.

Jacob Boen is a financial advisor with GDS Wealth Management in Flower Mound, TX. He holds Series 63 and Series 66 designations and has three years of industry experience. Before joining GDS Wealth Management in 2026, he worked at Farther Finance and Fidelity Investments, among other firms. Prior to his career in finance, he held various roles outside the industry. GDS Wealth Management is a multi-advisor firm serving individual and high-net-worth clients with financial planning, consulting, and investment management services. The firm employs model portfolios guided by research from Raymond James, focusing primarily on asset allocation and discretionary portfolio management.

Stephen Ropes is a financial advisor at Keener Financial Planning with one year of industry experience. He holds a Series 65 designation and previously worked in various roles including at the University of North Texas and North Central Texas College. Outside of financial services, he has been involved with Ropes Repairs. Keener Financial Planning serves individuals, trusts, small businesses, organizations, and occasional pension plans. The firm provides modular financial planning and portfolio management through hourly, flat-fee, or ongoing retainer arrangements, focusing on a long-term, largely passive investment approach using low-cost index funds and ETFs combined with selective active management.

Evan Daniels is a financial advisor at Nexus One Financial Advisors LLC in Plano, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Nexus One, he worked at Quantum Lending Corp. for five years and was employed at the YMCA of the USA and Chick-Fil-A. Nexus One Financial Advisors LLC is an SEC-registered advisory firm serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary wealth management and financial planning services, emphasizing customized, predominantly long-term portfolio construction using diversified mutual funds and ETFs, while also incorporating individual stocks, bonds, and alternative investments as appropriate.