Matthew Marsh is a financial advisor with Eagle Financial Advisors, LLC in Frisco, TX, holding Series 65 and Series 66 licenses and four years of industry experience. He has been with Eagle Financial Group since 2016 and joined Eagle Financial Advisors, LLC in 2025. Marsh is the sole owner of Dynamic Retirement Solutions, LLC, a venture offering fixed annuity and life insurance products. Eagle Financial Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, trusts, and business entities, managing roughly $113 million in assets primarily on a non-discretionary basis. The firm uses quantitative analysis, third-party research, and model portfolios to build client-specific investment policies and may recommend independent third-party managers and platform services.

Mark Diamond is an Investment Advisor Representative at Beacon Financial Group with 42 years of industry experience. He has been associated with Kestra Advisory and Kestra Investment Services since 2000 and serves as Vice President of Sales at Beacon Retirement Planning Services, Inc. Diamond’s outside activities include ownership of a real estate business, BDE Properties, LLC, which he manages passively. Beacon Financial Group provides wealth management, financial planning, and retirement and trust consulting to individuals, high-net-worth clients, and various organizations. The firm manages approximately $1.3 billion in discretionary assets using a combination of fundamental, technical, and cyclical analysis, and offers portfolio customization based on client goals and risk tolerance.

Michael Branch is a financial advisor at Parkway Wealth Management Group, LLC with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Cabot Lodge Securities LLC and Raymond James Financial Services. In addition to his advisory role, he is separately licensed as an independent insurance agent through One Insurance Solutions. Parkway Wealth Management Group manages over $1.2 billion in discretionary assets, serving individuals, families, business owners, and institutional clients with a holistic investment approach that includes portfolio management and comprehensive financial planning.

John Garvey is a financial advisor with Bland Garvey Wealth Advisors, LLC in Richardson, TX, holding a Series 65 credential and bringing 19 years of industry experience. He is also a CPA and shareholder at Bland, Garvey, Eads, Medlock & Deppe, P.C., an accounting firm where he spends the substantial majority of his business time. Garvey has been involved with this accounting firm since 1991 and has worked at Bgemd Capital Advisors, LLC since 2005. Bland Garvey Wealth Advisors, LLC serves individuals, charitable organizations, corporations, qualified retirement plans, trusts, and small businesses by providing investment management, retirement-plan advisory, and financial consulting. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing long-term, buy-and-hold asset allocation primarily through passively managed mutual funds and model portfolios.

Ian Evans is a CFP® professional with six years at Moss, Luse & Womble, LLC and a total of four years in the financial industry. Prior to joining Moss, Luse & Womble in 2020, he worked at Leon Capital Group and Ernst & Young. Moss, Luse & Womble, LLC advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a tactical allocation approach based on fundamental analysis and proprietary risk models, combining investment advisory services with accounting and payroll offerings.

Jackson Baker is a financial advisor with Parkway Wealth Management Group, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Parkway, he worked at Raymond James Financial Services Advisors and held positions at Texas Tech University, Blinn College, and Frisco ISD. 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 personalized investment approach with diversified portfolios across various asset classes and offers services including portfolio management, comprehensive financial planning, and 401(k) plan advisory.

Lisa Gesin is a financial advisor with Worth Financial Group Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and with 25 years of industry experience. She has worked at Worth Financial Group since 2007, including her current tenure starting in 2020, and has held roles at several other firms such as Swbc Investment Services and Community Development Associates. Gesin also operates Gesin Consulting, providing compliance and supervision services to broker-dealer and investment advisory firms. Worth Financial Group manages approximately $123 million in discretionary assets, offering tailored portfolio management services primarily to individuals and high-net-worth clients. The firm uses cyclical security analysis along with fundamental and technical research and conducts ongoing portfolio reviews to maintain alignment with client objectives.

Heath Flock is a financial advisor at Generational Wealth Advisors in Richardson, TX, holding a Series 65 designation with 11 years of industry experience. He has worked with Talis Advisory Services, LLC since 2018 and serves as Chief Operating Officer and Chief Financial Officer of Generational Equity, LLC, a sell-side advisory firm focused on mergers and acquisitions, where he oversees accounting, human resources, IT, client service, and business evaluation. 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 employs a multi-disciplinary team approach with a focus on strategic asset allocation, diversification, and periodic rebalancing, using institutional mutual funds, ETFs, separately managed accounts, and alternative investments when appropriate.

Soren Schwan is a financial advisor at Atlas with Series 63 and Series 65 credentials and nine years of industry experience. He previously worked at Pittenger & Anderson for four years and has a background that includes direct sales with Norwex. Outside of financial advising, he is involved in direct and online sales of household and cleaning products with Norwex. Atlas provides wealth management and financial planning services to individuals, families, high-net-worth clients, trusts, estates, businesses, and pooled investment vehicles. The firm combines fundamental and technical analysis within a primarily long-term, index-based framework and is notable for sponsoring a private credit fund and offering performance-based fee arrangements.

Bradley Vineyard is a CFP® with 25 years of industry experience, currently serving as an advisor at Astra Wealth Management Group. His prior roles include positions at Wells Fargo Advisors Financial Network and Wells Fargo Clearing Services. Outside of his advisory work, he is the managing member of T Times Three, LLC, a non-investment related business. Astra Wealth Management is an SEC-registered 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 using a combination of fundamental, technical, cyclical, and charting analysis to tailor portfolios that include mutual funds, ETFs, stocks, bonds, options, and structured products.

Tyler Castle is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. He has worked at Crescent Advisor Group, Inc. and its affiliated broker-dealer, Crescent Securities Group, Inc., since 2019, and previously spent four years at Lowell & Company Inc. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to individual and institutional clients, employing a mix of technical and fundamental analysis and offering both discretionary and non-discretionary management. The firm is notable for its affiliated business lines, including a broker-dealer and an insurance agency, as well as advisers with professional licenses in law and accounting.

Bobby James is a financial advisor at TFR Capital with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at SCF Investment Advisors and Texas Financial Resources Inc. James is involved in nonprofit activities, assisting with operations and trustee coordination for the Sam Field Foster Foundation. TFR Capital serves individuals, family offices, trusts, estates, private foundations, and qualified retirement plans by providing personalized financial planning and discretionary investment management. The firm uses a combination of fundamental, quantitative, and technical analysis to implement primarily long-term strategies while accommodating shorter-term trading when appropriate.

John Ryer is a financial advisor at Nobles & Richards Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Farmers Insurance and Foundations Investment Advisors, LLC. Outside of his advisory role, he is involved with Yrefy, LLC and operates the Win Group Insurance John Ryer Agency. Nobles & Richards Advisors, LLC serves individual clients, pension and profit-sharing plans, charitable organizations, state and municipal entities, and corporate clients. The firm provides investment advisory, financial planning, and consulting services, primarily using a non-discretionary approach with fundamental and market-based investment analysis.

Scott Stockton is a Certified Financial Planner® with 29 years of industry experience. He has been with WealthStar Advisors, LLC since 2013 and is also affiliated with Independent Financial Partners. Outside of his advisory role, he is a half owner of a pass-through LLC that owns the office building used by his firm and leases to other tenants. WealthStar Advisors is an independent asset management and financial planning firm serving individuals, high-net-worth clients, and small business owners. The firm offers discretionary portfolio management through a wrap fee program and employs a proprietary Equity Substitution Strategy that uses options and quantitative tools alongside third-party sub-advisors to manage approximately $791 million in assets.

Stephen Jenkins is a CFP® with 25 years of industry experience. He is currently with Strategic Portfolio Solutions, LLC and also serves as president of Lake Tower Financial Management, a firm he branded that provides insurance, annuity sales, and financial planning services. Jenkins is a board member of Grapevine Ambucs, a charitable service group focused on fundraising and strategic planning. Strategic Portfolio Solutions primarily serves individual and high-net-worth clients, as well as trusts, estates, and retirement plan participants. The firm offers asset management, financial planning, and consulting, with tailored portfolios that include traditional and active investment strategies, and provides divorce-planning services and educational workshops.

Devin De Lapp is a CFP® professional with eight years of experience at SFMG Wealth Advisors in Plano, TX. Prior to joining SFMG, he worked with Texas Tech University Transition and Engagement for three years. SFMG Wealth Advisors provides personalized wealth management services to individuals, high-net-worth families, and pension and trust clients, integrating financial planning with investment management. The firm employs a planning-first approach with a centralized Investment Committee and uses advanced tools to model retirement scenarios and investment strategies.

Jason Luse is a financial advisor with Moss, Luse & Womble, LLC in Plano, TX, holding a Series 65 designation and 20 years of industry experience. He has been with Moss, Luse & Womble since 2010. Moss, Luse & Womble advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach based on fundamental analysis and proprietary risk models, combining investment advisory services with accounting, tax preparation, and payroll offerings for separate compensation.

Kenneth Hopkins is a financial advisor with Orion Wealth Management LLC in Richardson, TX, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has previously worked with LPL Financial LLC and Advisor Resource Council. Hopkins serves as a FINRA arbitrator in Texas. Orion Wealth Management LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental, quantitative, and technical analysis with modern portfolio theory, focusing on long-term trading across various asset classes and offers both custody account management and advisory oversight of held-away retirement accounts.

Bradley Phelan is a financial advisor with Crescent Advisor Group, Inc. in Plano, TX, holding a Series 65 credential and having 10 years of industry experience. Since 2016, he has also been the owner and sole shareholder of GJ 627, Inc., a consulting business that advises business owners on strategy, processes, and planning. Crescent Advisor Group, Inc. serves a diverse client base including individuals, families, high-net-worth clients, and institutional entities, offering financial planning, portfolio management, and pension consulting. The firm employs a comprehensive investment approach that integrates technical and fundamental analysis and manages both traditional and alternative investment strategies.

Jeffrey Wolf is a CFP® with 28 years of industry experience and has been with WealthStar Advisors, LLC since 2013. He also maintains a role at Independent Financial Partners. Outside of his advisory work, he is a partner and owner of a real estate holding company that owns the building used for financial planning. WealthStar Advisors is an independent asset management and financial planning firm serving individuals, high-net-worth clients, and small business owners. The firm specializes in discretionary portfolio management through a firm-sponsored wrap fee program and employs a proprietary Equity Substitution Strategy using fixed-income allocations combined with options and quantitative tools.