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.

Michael Tull is a Series 65-licensed advisor with RFG Wealth Advisory, joining the firm in 2025. Prior to this, he held roles at Guaranty Bank & Trust and commercial real estate firms including Stag Commercial and Scott Brown Commercial. He maintains a real estate brokerage license for referral purposes. RFG Wealth Advisory provides wealth management, financial planning, and portfolio consulting primarily to individual and high-net-worth clients. The firm manages discretionary and non-discretionary accounts, using strategies that include modern portfolio theory, fundamental and technical analysis, and options, and oversees over $550 million in client assets.

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.

Landry Thompson is a financial advisor at Generational Wealth Advisors in Richardson, TX, holding a Series 65 designation with two years of industry experience. Prior to joining the firm, Landry worked in retail and food service roles while completing academic studies. Generational Wealth Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans. The firm uses a multi-disciplinary team approach focused on strategic asset allocation, diversification, and periodic rebalancing, employing institutional mutual funds, ETFs, separately managed accounts, and alternative investments.

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.

William Flock is a financial advisor at Generational Wealth Advisors in Richardson, TX, holding a Series 65 designation. He has been with Generational Wealth Advisors since 2023 and has prior experience working in various educational institutions. Outside of advising, he holds a 30% equity stake in a start-up LLC focused on small construction remodeling projects in Houston, Texas. Generational Wealth Advisors provides discretionary investment management, financial planning, and risk-management advice to individuals, trusts, foundations, pension plans, business entities, and charitable organizations. The firm employs a multi-team advisory model and emphasizes strategic asset allocation, diversification, and multifactor exposures based on Modern Portfolio Theory.

Mark Trewitt is a financial advisor at Delta Investment Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Niagara International Capital Limited and VFG Advisors, Inc. Outside of his advisory role, he is a managing partner of IFSG Ltd, offering financial planning and consulting services, and is involved in business brokerage and strategic tax planning through affiliated entities. Delta Investment Management provides discretionary investment management and consulting to individuals, institutions, trusts, and pension plans. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning within its asset management services.

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.

John Pritchett is a CFP® professional with seven years of experience in financial advising, currently serving at Generational Wealth Advisors in Richardson, TX. His prior roles include positions at Raymond James Financial Services, North Ridge Wealth Advisors, and Strategic Financial Planning, Inc. Generational Wealth Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans. The firm uses a multi-disciplinary team approach with a focus on strategic asset allocation, diversification, and periodic portfolio rebalancing, employing institutional mutual funds, ETFs, separately managed accounts, and alternative investments when appropriate.

Nicholas Noll is a Series 65-licensed advisor with RFG Wealth Advisory in Argyle, TX, where he has worked since 2021. Prior to joining the firm, he spent ten years at First Eye Care. He has no prior industry experience before his current role. RFG Wealth Advisory provides wealth management, financial planning, and portfolio consulting primarily to individual and high-net-worth clients. The firm employs a range of strategies including modern portfolio theory, fundamental and technical analysis, and derivatives and options within separately managed accounts.

Robert Poynor III is a financial advisor at Castleview Partners, LLC in Plano, TX. He holds Series 63 and Series 65 licenses and has experience working 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, utilizing a mix of internally managed models, third-party money managers, and direct holdings. The firm’s aiAlpha platform supports model-based trading and operational support, distinguishing it through its role as a platform and model marketplace for other registered investment advisers.

Ilonka Nobles is a financial advisor with Nobles & Richards Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Nobles & Richards Advisors since 2016 and is also the owner of Telemarketing Law Compliance, LLC, a consulting business she has operated since 2002. Nobles & Richards Advisors provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, charitable organizations, and corporate clients. The firm typically works on a non-discretionary basis and employs fundamental and market-based investment analysis, utilizing various strategies and third-party sub-advisers.

Lyndsey Monahan is a ChFC® credentialed financial advisor at Precision Wealth Strategies, LLC with 11 years of industry experience. She has worked at several firms including Women Inspire Wealth, Black Mammoth, Transamerica Financial Advisors, World Financial Group, and New York Life. Outside of her advisory role, she is co-owner of Two Kites, LLC, a family farm, and serves as CEO of Lyndsey Monahan Consulting, a management consulting business. Precision Wealth Strategies provides holistic financial planning and investment management services to individuals, including high-net-worth clients, and entities such as trusts and pension plans. The firm uses a Life-Timing Allocation framework to align asset allocation with clients’ cash-flow needs and serves qualified retirement plans as a 3(38) fiduciary, offering specialized plan consulting and management 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.