Carlos Esteve is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He has worked at First Dallas Securities Incorporated and Hodges Capital Management Inc. since 2023, and previously was employed by The Vanguard Group, Inc. and Huffines Communities. First Dallas Securities serves individual and institutional clients, including high-net-worth investors, trusts, estates, and charitable organizations. The firm emphasizes discretionary portfolio management with a focus on equity securities, combining fundamental and technical analysis to create portfolios tailored to 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.

Roman Marquez is a financial advisor with Leo Wealth Americas, LLC, holding Series 65 and Series 63 designations and four years of industry experience. His prior work includes roles at GDS Wealth Management, Cetera Advisor Networks, Sageview Advisory Group, Charles Schwab, and TD Ameritrade. Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting, and access to alternative funds for individuals, trusts, retirement plans, foundations, and institutional clients. The firm utilizes a combination of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Jacob Friedland is a Series 65-licensed financial advisor at Leo Wealth Americas, LLC with one year of industry experience. He has previously been associated with Leo Brokerage, LLC and has experience in academic environments, including Santa Clara University and Boston College. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting for a diverse client base including individuals, trusts, foundations, institutional clients, and unique entities such as sovereign wealth funds and municipal governments. The firm employs systematic and discretionary strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementation, supported by thorough due diligence and ongoing monitoring of third-party managers.

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.

Lane Moore is a financial advisor at Sanders Morris LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sanders Morris Harris since 2016, following a prior role at J.P. Morgan Securities. Sanders Morris LLC provides investment advisory and related services to individuals, high-net-worth clients, pooled investment vehicles, retirement plan sponsors, trusts, estates, and business entities. The firm offers portfolio management through wrap-fee programs, financial planning, retirement plan investment management, brokerage, underwriting, and insurance placement, utilizing both discretionary and non-discretionary strategies across a range of asset classes.

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.

Bryce Chastain is a CFP® professional with 12 years of industry experience, currently serving at CFO4Life. He has worked with CFO4Life Group, LLC since 2017 and Ausdal Financial Partners since 2013. Outside of his advisory role, he provides tax preparation and business consulting services through LMBC II. CFO4Life offers comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm employs diversified asset allocation models and ongoing portfolio monitoring, utilizing institutional research and technology to tailor solutions to client objectives.

David Faulkner is a CFP® professional with 22 years of experience in financial advising. He has been a partner at Spectrum Advisors, Inc. since 2016. In addition to his advisory role, he is also licensed as an insurance agent, providing insurance products through Advisors Excel. Spectrum Advisors serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, private business owners, and retirement plan participants. The firm offers portfolio management, financial planning, qualified retirement plan consulting, and third-party money manager selection, using asset-allocation models, fundamental analysis, and regular client reporting as part of its investment approach.

Griffin Eberly is a financial advisor at Mills Wealth Advisors, LLC in Southlake, TX, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Mills Wealth Advisors, he worked at Mary Ellens Tux Shop, Marshalls, and Christ Episcopal School. Mills Wealth Advisors 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 mutual funds and ETFs with selective satellite positions, emphasizing tax-aware trading and ongoing monitoring aligned with client goals.

Tyler Tenney is a CFP® and holds a Series 65 license, currently serving at SFMG Wealth Advisors in Plano, TX. He has one year of experience at SFMG Wealth Advisors and previously worked at Deloitte for five years. His background also includes roles in insurance agencies and a university setting. SFMG Wealth Advisors is a team-based wealth management firm offering integrated financial planning and discretionary portfolio management to individuals, families, pension plans, trusts, and corporate clients. The firm employs a centralized Investment Committee to guide personalized investment programs and emphasizes ongoing planning relationships and regular portfolio reviews.

Gianna Mossotti is a financial advisor at QuadCap Wealth Management, LLC in Frisco, TX, with six years of industry experience. She holds a Series 66 designation and has previously worked at Fisher Investments, Exencial Wealth Advisors, Charles Schwab, and First Republic Bank. 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 tailored asset allocation with technology-driven tools, including an AI-enabled platform for estate planning and integrated tax preparation services.

Timothy Foster is a financial advisor at Quadcap Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has a background that includes service in the United States Army Active Duty from 2010 to 2018 and the Army Reserve since 2018, where he is responsible for training resource development. Prior to joining Quadcap in 2020, he worked at Texas Tech University and the Coalition of Community Assistance Volunteers. 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 utilizes a combination of traditional portfolio management techniques and an AI-enabled platform to support estate planning and offers integrated tax preparation and trustee services.

Robert Engels is a financial advisor at CMG Wealth Management with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments and Wells Fargo Advisors prior to joining CMG. CMG Wealth Management serves individuals, non-profit organizations, corporations, and other business entities, providing discretionary and non-discretionary asset management, retirement-plan consulting, and due diligence reports on private investments. The firm applies a combination of fundamental and technical analysis alongside modern portfolio theory to manage accounts tailored to client objectives and risk tolerances.

Jeremy Knight is a financial advisor at Leo Wealth Americas, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Mr. Knight manages a tax and accounting firm, Barklee Financial Group, LLC, and oversees operations at Knight Time Holdings, LLC, a vending machine business. He previously offered veterinary services through Knight Animal Wellness, PLLC. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, foundations, and institutional clients. The firm employs a mix of systematic and discretionary investment strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation, while maintaining oversight of third-party managers through multi-stage due diligence.

Brannon Albritton is a financial advisor with Requisite Capital Management LLC in Dallas, TX, holding Series 63 and Series 65 designations and over 14 years of industry experience. He previously worked at J.P. Morgan Securities from 2011 to 2024 before joining Requisite Capital Management. Requisite Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs a blend of fundamental and technical analysis with a generally long-term orientation, offering a broad range of investment options including ETFs, equities, fixed income, options, private equity, and private credit funds.

Gustavo Delafuente is a financial advisor at Kingstone Capital Partners Texas, LLC with two years of industry experience. He holds a Series 65 designation and has worked with Kingstone Capital Partners Texas LLC and Kingstone Financial since 2023. Outside of his advisory role, Delafuente serves on the boards of the San Diego-Tijuana Smart Border Coalition and the International Community Foundation, which supports philanthropic initiatives between the U.S. and Mexico. Kingstone Capital Partners Texas, LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm employs a primarily fundamental, bottom-up research process combined with top-down allocation and uses derivatives and leveraged ETFs for tactical exposure within a documented risk-management framework.