Bryan Leinart is a financial advisor at TFR Capital with 18 years of industry experience. He holds a Series 65 designation and has worked at firms including SCF Investment Advisors, Inc. and Heritage Wealth Management, LLC. Leinart also serves as a director for Cambridge Advisors, Inc. in a consulting capacity and is involved in the sale and service of life, health, and disability insurance. TFR Capital serves individuals, including high-net-worth clients, as well as entities such as family offices, trusts, and private foundations. The firm provides personalized financial planning, discretionary investment management, and retirement-plan advisory services using a mix of fundamental, quantitative, and technical analysis focused on primarily long-term strategies.

Travis Duren is a financial advisor with Crescent Advisor Group, Inc. in Dallas, TX, holding a Series 63 designation and 32 years of industry experience. He has served as president of multiple affiliated entities since 2001, including D2 Equity Holdings, Inc., Crescent Advisor Group, and Crescent Securities Group. Outside of his advisory roles, he is president of Sovereign Equity Insurance Agency, an insurance sales business. Crescent Advisor Group 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 and offers a range of investment strategies, supported by affiliated broker-dealer and insurance operations.

Matthew Gentry is a financial advisor with Orion Wealth Management LLC in Richardson, TX, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at 360 Wealth Management, LLC and LPL Financial, LLC. Orion Wealth Management LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients, utilizing fundamental, quantitative, and technical analysis within a long-term trading approach. The firm is notable for sponsoring a wrap fee program and managing primarily non-discretionary assets while offering oversight of held-away retirement accounts.

Robert Koerner is a financial advisor with CLG LLC in Prosper, TX, holding Series 63, 65, and 66 credentials and 38 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2024 and has been with CLG LLC since 2023, including prior tenure at Cetera Advisor Networks from 2013 to 2023. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental, technical, and cyclical analysis and offers discretionary and non-discretionary portfolio management alongside access to insurance and alternative investment strategies.

Wayne Smith III is a CFP® with 31 years of industry experience and has been with Insight Wealth Partners since 2010. He holds a Series 63 license and serves as the managing member of a commercial real estate management company in Plano, TX. Insight Wealth Partners is a multi-team advisory firm serving individuals, trusts, retirement plans, and businesses with financial planning, portfolio management, and pension consulting. The firm employs a strategic investment process that integrates Modern Portfolio Theory, sector rotation, momentum modeling, and a Synthetic Equity Portfolio strategy, while also conducting due diligence on third-party managers and providing ongoing portfolio oversight.

Quan Nguyen is a financial advisor with Catalyst Wealth Management LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Innovation Partners LLC, GWN Securities, Inc, and Equitable Advisors, LLC. Outside of his advisory work, he is a licensed insurance agent and registered representative. Catalyst Wealth Management LLC provides portfolio management and retirement-plan services to individuals, high-net-worth clients, and employer retirement plans. The firm primarily employs turnkey asset management programs and 401(k)/403(b) plan administration, managing approximately $105 million in assets for over 9,500 clients.

Matthew Fitzsimmons is a financial advisor at The Watchman Group, Inc. in Plano, TX, holding a Series 66 designation with 25 years of industry experience. He has been with The Watchman Group since 2017 and also has a long tenure at True North Advisors, LLC dating back to 2003. Fitzsimmons is not engaged in any investment-related business outside of his advisory role. The Watchman Group provides fee-only wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes customized, asset-allocation-driven portfolios and employs a mix of fundamental, quantitative, and qualitative analysis in its research process.

Malcolm Walton is a financial advisor with Gannett Wealth Advisors in Frisco, TX. He holds the Series 66 designation and has six years of industry experience. His prior firms include Fisher Investments, Bank of America, Merrill, and Northwestern Mutual. Gannett Wealth Advisors provides wealth management, comprehensive financial planning, retirement plan consulting, and tax preparation primarily for individual and high-net-worth clients, as well as charitable and corporate plan sponsors. The firm combines passive and active investment strategies with a focus on asset allocation and Modern Portfolio Theory, offering tailored client service through multiple offices and integrating specialized services such as bitcoin custody and tax preparation.

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.

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.

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.

Philip Floyd is a CFP® and Series 66-registered advisor with 21 years of industry experience. He has worked at Worth Asset Management since 2021 and previously spent five years at MMWKM Advisors, LLC. In addition to his advisory role, Floyd is an independent insurance agent involved in the marketing and sales of traditional insurance products. Worth Asset Management serves individuals, trusts, and employer-sponsored retirement plans with investment supervisory and portfolio management services. The firm employs a mix of security analysis methods and works with outside managers and sub-advisors while managing accounts on both discretionary and non-discretionary bases.

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.