Brett Rudman is a financial advisor at SFMG Wealth Advisors in Plano, TX, holding a Series 65 designation. He has three years of industry experience, including prior roles at The Siegfried Group, LLC and KPMG. SFMG Wealth Advisors is a team-based wealth management firm serving individuals, families, pension plans, trusts, and corporate clients. The firm offers integrated financial planning and discretionary portfolio management, utilizing institutional and proprietary research to guide strategic and tactical investment decisions.

David Chin is a financial advisor at Insight Wealth Partners with 34 years of industry experience. He holds a Series 63 designation and has been with Insight Wealth Partners since 2010. Outside of his advisory role, he is also involved in selling insurance products as a licensed agent. Insight Wealth Partners serves individuals, trusts, retirement plans, and businesses by providing financial planning, portfolio management, referrals to third-party money managers, and pension consulting. The firm employs a blend of Modern Portfolio Theory–based asset allocation and specialized strategies, including a Synthetic Equity Portfolio approach, while conducting due diligence on managers and maintaining ongoing client engagement.

William Little is a financial advisor at Ascentis Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at ORG Partners Asset Management, ORG Wealth Partners, Cain Watters & Associates, Mass Mutual, Southern Methodist University, Price Waterhouse Coopers, and Baylor University. Outside of his advisory role, he works as a part-time tennis coach. Ascentis Wealth Management serves individual and high-net-worth clients, institutional plan sponsors, trusts, estates, and business entities by providing financial planning, investment management, retirement plan consulting, and related services. The firm uses a documented investment policy process and implements portfolios through strategic and tactical asset allocation, employing both in-house and third-party models.

Benjamin Philips is a CFP® with three years of industry experience, currently serving as an advisor at Strata Wealth Advisors, LLC. Prior to joining Strata, he held roles at Southern Methodist University, Charles Schwab & Co., Inc., the University of Texas at Dallas, and Apple. Outside of his advisory work, he is involved in property management through ownership of rental properties in Sunnyvale, Texas. Strata Wealth Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and institutional clients. The firm employs a fiduciary, tailored approach utilizing a range of securities and technology tools, including options and derivatives, while managing approximately $886 million in assets across multiple offices.

Alexandra Mc Connell is a financial advisor at QuadCap Wealth Management, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Goldman Sachs and Van Atkins Jewelers. QuadCap Wealth Management serves individual and high-net-worth clients, trusts, estates, and charitable organizations with investment management and financial planning. The firm combines traditional advisory services with AI-enabled estate planning tools and integrated tax preparation, offering tailored asset allocations and comprehensive family office support.

Andrew Hunt is a CFP® with 18 years of experience in the financial services industry. He is currently with McElhenny Sheffield Capital Management, LLC, where he has worked since 2024, and previously held roles at firms including Monumental, Worth Asset Management, and Fisher Investments. Outside of his advisory duties, he operates as an independent Medicare insurance agent. McElhenny Sheffield Capital Management provides investment management and financial planning primarily to individuals, high-net-worth clients, businesses, and institutional retirement plans through separately managed accounts. The firm employs a rules-based investment process focused on tactical ETF strategies driven by proprietary quantitative models, and it serves as a sub-adviser to other advisers and an actively managed ETF.

Terri Herring is a financial advisor at Nobles & Richards Advisors, LLC with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Brown & Brown Securities and Petrogrowth Energy Advisors. Outside of her advisory role, she provides financial operations and accounting services to related financial firms. Nobles & Richards Advisors, LLC offers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm employs a principally non-discretionary investment approach, utilizing fundamental and market-based analysis across various asset types and sub-advisory strategies.

Lance Jamerson is a CFP® and holds a Series 66 license with 25 years of industry experience. He has been with Westshore Wealth since 2018 and previously worked at Howard Financial Services for five years. Westshore Wealth is a six-advisor team managing approximately $534 million in client assets. The firm provides portfolio management, financial planning, and retirement-plan consulting to individuals, pension plans, and charitable organizations, employing a distinctive investment process that includes the active use of derivatives and leveraged strategies within separately managed accounts.

Robert Mcmeen is a financial advisor at Parkway Wealth Management Group, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services Advisors Inc. and Cabot Lodge Securities LLC. Outside of his advisory role, he is the owner of Century Tree Properties, LLC, a real estate brokerage. 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 institutional clients. The firm employs a personalized investment approach that includes diversified portfolios and offers portfolio management, financial planning, 401(k) plan advisory, and financial consulting services.

Connor Lane is a financial advisor at Bland Garvey Wealth Advisors, LLC in Richardson, TX, holding a Series 65 designation with three years of industry experience. He previously worked at American National Bank & Trust and has been affiliated with the University of North Texas since 2017. Bland Garvey Wealth Advisors provides investment management, retirement-plan advisory, and financial consulting services to individuals, charitable organizations, corporations, qualified retirement plans, trusts, and small businesses. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, primarily utilizing passively managed asset-class mutual funds and model portfolios.

Anne Robinson is a financial advisor at QuadCap Wealth Management, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. 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 utilizes a combination of equities and fixed income in customized asset allocations and incorporates a third-party AI-enabled platform to assist with estate planning and service delivery.

Ryan Maynard is a CFP® and CFA® with 23 years of industry experience. He is currently with Vaquero Private Wealth, Ltd., where he has worked since 2021. Prior to that, he held roles at Bank of America and Merrill Lynch. Outside of his advisory work, Mr. Maynard provides occasional financial advice to several small businesses, including an advertising company and a television production firm. Vaquero Private Wealth is an independent advisory firm serving individuals, corporations, trusts, estates, donor-advised funds, retirement plans, and insurance company clients. The firm offers discretionary investment management and personalized financial planning, constructing customized, tax-aware portfolios that integrate public and private investments guided by fundamental, cyclical, and technical research.

Alton Thompson is a financial advisor at Worth Asset Management in Frisco, TX, with seven years of industry experience. He holds the Series 63 and Series 65 designations and has been with Worth Financial Group since 2019. Outside of advising, he is involved part time in sales lead generation for two small businesses, TAP Innovations and Dealer Detail Services, neither of which are investment related. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm combines multiple security analysis methods and employs both discretionary and non-discretionary account management, regularly incorporating outside managers and sub-advisors.

Michael Gladwin is a financial advisor with Guidestone Advisors in Dallas, TX, holding the CFP®, ChFC®, and Series 66 designations. He has 17 years of industry experience, including prior roles at USAA Financial Advisors and Charles Schwab. Outside of his advisory work, he operates a private airport transportation service and has worked as a contractor for Uber and Lyft. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and other entities, including high-net-worth clients and plan participants. The firm employs model portfolios and discretionary management with a faith-based investing approach that excludes certain industries and uses certified GPS retirement planning tools.

Joseph Dunn is a CFP® professional with 13 years of industry experience. He has been with Beaird Harris Wealth Management, Inc. since 2007. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, pension and participant-directed retirement plans, and business entities. The firm uses Modern Portfolio Theory to implement diversified portfolios primarily through low-cost mutual funds and ETFs, with an expanded focus on alternative investments and tax-managed strategies.

Gavin Baker is a CFP® with three years of industry experience, currently serving as a financial advisor at Parkway Wealth Management Group, LLC. His prior work includes roles at Raymond James Financial and Cabot Lodge Securities. He is also licensed as an independent insurance agent through One Insurance Solutions. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets, serving individuals, families, business owners, pension and profit-sharing plans, charitable entities, and other institutional clients. The firm employs a holistic, personalized investment approach, using diversified portfolios and a range of strategies from conservative to aggressive.

Peter Roe is a financial advisor with RTW Financial Advisors Inc in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with RTW Financial Advisors since 1991 and is also affiliated with Momentum Independent Network Inc since 1998. Outside of advisory work, he participates in securities industry focus groups for market research purposes. RTW Financial Advisors manages approximately $508 million for around 157 clients, providing customized portfolio management, financial planning, and family office services. The firm employs a long-term investment approach combining fundamental analysis and asset allocation, tailoring portfolios to client-specific objectives and risk tolerance.

Douglas Wood II is a CFP® professional with two years of industry experience. He is currently associated with Ascentis Asset Management, LLC and has prior work history that includes roles at ORG Partners Asset Management and Greg Homesley CPA PC. His background also includes four years at Texas Tech University. Ascentis Asset Management provides sub-advisory portfolio modeling, model portfolio construction, and signaling services to other investment advisers and Unified Managed Account (UMA) program sponsors. The firm focuses on developing model portfolios and offering implementation guidance without directly managing client assets, using a blend of charting, fundamental, quantitative, and technical analysis.

Erick Kuebler is a financial advisor at Sanders Morris LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sanders Morris Harris LLC since 2016, alongside roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC dating back to 2008 and 2010 respectively. Sanders Morris LLC provides 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 portfolios on a discretionary basis through wrap-fee programs and offers financial planning, retirement plan consulting, brokerage, and insurance-related services.

Paul Hofland is a financial advisor with Nexus One Financial Advisors LLC in Plano, TX, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. His prior roles include positions at Retirement Planners of America and NYLife Securities LLC. He is also a licensed insurance agent, spending a portion of his time on insurance sales and implementation. Nexus One Financial Advisors LLC serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans with discretionary wealth management, portfolio management, and financial planning. The firm emphasizes customized, long-term portfolio construction using diversified mutual funds, ETFs, and other investment vehicles, and manages about $552 million in assets across a six-advisor team.