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 with Sanders Morris LLC in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Sanders Morris Harris since 2016 and previously held roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA. Sanders Morris LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high net worth families, retirement plans, trusts, estates, and corporations. The firm primarily manages discretionary accounts through wrap-fee programs, utilizing third-party portfolio managers and model portfolios to provide diversified investment allocations tailored to client objectives and risk tolerance.

Patrick Thuemmel is a CFP® with 20 years of industry experience, currently serving at Samalin Wealth since 2020. His prior roles include positions at Northwest Asset Management and Sigma Planning Corporation. He is also a licensed insurance agent, dedicating less than 10% of his time to this activity. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a combination of fundamental and cyclical analysis with a diversified investment approach, managing approximately $490 million in client assets across eight advisors.

Luke Schlenker is a financial advisor at Peak American Investment Advisors, Inc. in Plano, TX, holding a Series 65 designation with two years of industry experience. His prior work history includes roles at Fisher Investments and Texas Mortgage Lending, LLC. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning, incorporating retirement tax strategy, insurance coordination, and estate and legacy services. The firm employs a combined technical and fundamental investment approach and integrates tax and insurance planning into its retirement and income strategies.

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.

Jamie Alworden is a financial advisor with M Financial Asset Management, Inc. in Dallas, TX, holding Series 65, Series 63, and Series 66 credentials. He has 11 years of industry experience, with prior roles at M Holdings Securities, Charles Schwab and Co., TD Ameritrade, Geneos Wealth Management, WFG Investments, Capital Asset Advisory Services, and Wealth Advisory Group. M Financial Asset Management provides investment advisory services to individuals, retirement plans, trusts, corporations, and charitable organizations nationwide. The firm focuses on diversified, risk-based asset allocation through mutual funds, ETFs, individual securities, and third-party managers, offering discretionary portfolio management and a wrap-fee managed portfolio program.

Tyler Tenney is a CFP® and holds a Series 65 license, currently working at SFMG Wealth Advisors in Plano, TX. He joined the firm in 2026 and has previous experience at Deloitte, Farmers Insurance, Clearlink Insurance Agency, Utah Valley University, and the Church of Jesus Christ. SFMG Wealth Advisors is a Dallas-area firm managing approximately $2.96 billion in client assets with an 18-advisor team. The firm provides personalized wealth management for individuals, families, retirement plans, trusts, and corporate clients through a planning-first process and a centralized Investment Committee that oversees strategic asset allocation and tactical adjustments.

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 five years of industry experience. He holds a Series 65 designation and has previously worked at Texas Tech University and the Coalition of Community Assistance Volunteers. Foster serves as a major in the United States Army Reserve, where he is responsible for training resource development for the Marrietta, Georgia office of the Selective Service System. 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 employs a blended asset allocation approach and incorporates third-party AI-enabled platforms for estate planning and integrates tax preparation into its service offerings.

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 with Leo Wealth Americas, LLC and holds Series 63 and Series 65 licenses, bringing nine years of industry experience. He has served in various roles including managing director of Knight Time Holdings, a vending machine company, and owner of Barklee Financial Group, a tax and accounting services firm. He also has experience in veterinary services through Knight Animal Wellness, although he is not currently active in that business. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, foundations, and institutional clients. The firm utilizes a combination of systematic and discretionary investment strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Kyle Summerville is a CFP® professional with four years of industry experience. He is currently with Moss, Luse & Womble, LLC and has previous experience at Charles Schwab & Co., Inc., Mass Mutual Life Insurance Company, and Deloitte & Touche LLP. Before his financial advisory career, he held various roles including positions in golf club management. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, offering fee-based portfolio management, financial planning, and pension consulting. The firm employs a tactical allocation approach using proprietary risk-profile models and fundamental analysis, focusing primarily on ETFs and mutual funds.

Brannon Albritton is a financial advisor at Requisite Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at J.P. Morgan Securities LLC from 2011 to 2024. Requisite Capital Management provides wealth management, investment management, financial planning, and private fund advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and certain institutional clients. The firm employs a customized portfolio approach using fundamental and technical analysis with a generally long-term orientation, while also accommodating shorter-term trading as client objectives or market conditions require.

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.

Bryan Kilpatrick is a financial advisor at First Western Securities, Inc. in Hurst, TX, holding Series 63 and Series 66 licenses with 42 years of industry experience. He has been with First Western Securities since 1988. Outside of his advisory role, he is a partner in JKC Investments, a family investment partnership. First Western Securities, Inc. provides fee-based investment advisory services primarily to individual and high net worth clients, managing approximately $48.6 million across about 32 accounts. The firm employs a tactical asset allocation strategy tailored to clients’ objectives and risk tolerances, using a broad range of investment instruments.

Jimmy Curtis is a ChFC® credentialed financial advisor with 43 years of industry experience. He is currently with Leo Wealth Americas, LLC and has previously worked at BFT Financial Group, LLC, Macro Wealth Advisors, Inc., and Omega Securities, Inc. Curtis is based in Hurst, TX. Leo Wealth Americas serves a diverse range of clients including individuals, trusts, retirement plans, foundations, and institutional clients such as sovereign wealth funds and government entities. The firm employs a combination of systematic and discretionary investment strategies, focusing on diversification, tax-efficiency, and low-cost ETF implementation, while maintaining comprehensive due diligence and monitoring of third-party managers.