Julian Di Bona is a financial advisor at GDS Wealth Management with a Series 65 designation and two years of industry experience. His prior roles include positions at RubinBrown and Target, as well as an academic tenure at Southern Methodist University. GDS Wealth Management offers financial planning, consulting, and investment management services primarily to individual and high-net-worth clients. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management, emphasizing asset allocation using model portfolios developed with guidance from Raymond James.

Matthew Rincon is a financial advisor with GDS Wealth Management in Flower Mound, TX. He holds a Series 65 designation and has been in the industry since 2025. Prior to joining GDS Wealth Management, he worked at KCC Capital Partners and Icon Construction. GDS Wealth Management serves individual clients, including high-net-worth households, with financial planning, consulting, and investment management. The firm manages approximately $1.8 billion in client assets across a team of 22 advisors, primarily using model portfolios developed with guidance from Raymond James.

Erica Dore is a financial advisor at GDS Wealth Management with 19 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill and Raymond James Financial Services. Erica has been with GDS Wealth Management since 2019. GDS Wealth Management provides financial planning, consulting, and investment management services to individual clients, including high-net-worth households. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management and retirement-rollover guidance, primarily implementing client portfolios using model allocations developed with Raymond James research.

James Demarest is a financial advisor at Consilium Wealth Advisory, LLC in Frisco, TX. He holds a Series 65 designation and has three years of industry experience. He has been with Consilium Wealth Advisory since 2016, initially with the predecessor firm and continuing after its transition. Consilium Wealth Advisory is a fee-based investment management and wealth advisory firm serving individuals, high-net-worth clients, and corporate entities. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and project-based consulting, utilizing both quantitative and qualitative analysis to build portfolios, including an equity-focused "Consilium Core" strategy.

Michael Demings is a financial advisor at GDS Wealth Management with one year of industry experience and holds a Series 65 designation. Prior to joining GDS Wealth Management, he worked at TFR Capital, Cadence Bank, and First Citizens Bank, among other positions. Outside of his advisory role, he is a licensed real estate agent with Heart & Home Realtors. GDS Wealth Management provides financial planning, consulting, and investment management services to individuals, including high-net-worth households. The firm manages approximately $1.8 billion in client assets and implements portfolios primarily through model-based asset allocation using research from Raymond James.

Matthew Engels is a financial advisor at CMG Wealth Management in Plano, TX, holding a Series 65 designation with one year of industry experience. He has been with CMG Wealth Management since 2021. CMG Wealth Management provides ongoing asset management and advisory services to individuals, high-net-worth clients, non-profit organizations, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory to implement customized investment strategies across a range of asset classes.

Brentt Shropshire is a financial advisor at Black Knight Wealth Management, LLC with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Cambridge Investment Research Advisors, Inc., New York Life Insurance Company, and Merrill. He serves as a board member for the Southern Gateway Deck Park Board. Black Knight Wealth Management provides advisory services to individual and high-net-worth clients, managing portfolios through model Income and Growth strategies or tailored approaches. The firm utilizes a combination of fundamental, quantitative, technical, and modern portfolio theory analyses and offers access to a broad range of investments, including private funds managed by an affiliated adviser.

James Stewart is a financial advisor at Worth Asset Management in Dallas, TX, with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Harbor Wealth Management from 2009 to 2021. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm offers financial planning and insurance-related advice, using a variety of security analysis methods and incorporating outside managers and sub-advisors while conducting regular account reviews.

Thomas Vendryes is a financial advisor with Eagle Financial Advisors, LLC in Frisco, TX. He holds Series 65 and Series 66 credentials and has 14 years of industry experience. He has been associated with Eagle Financial Advisors since 2014 and also owns Silver Tree Financial, which provides health insurance and fixed annuity products. Eagle Financial Advisors serves individuals, high-net-worth clients, trusts, and corporations by offering portfolio management and third-party manager selection primarily on a non-discretionary basis. The firm uses quantitative techniques, third-party research, and model portfolios to construct and monitor client allocations.

Robert Casey is a financial advisor at GDS Wealth Management with 16 years of industry experience. He holds the Series 66 credential and has previously worked at Merrill and Raymond James Financial Services. Outside of his advisory role, he is the owner and proprietor of Kids Castle Playcare in Spring, Texas. GDS Wealth Management serves individual and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm employs a multi-advisor team approach and utilizes model portfolios based on Raymond James research, managing approximately $1.28 billion in assets.

Caitlin Brown is a financial advisor at Moss, Luse & Womble, LLC with nine years of industry experience. She holds a Series 65 designation and has been with Moss, Luse & Womble since 2011. Moss, Luse & Womble provides fee-based portfolio management, financial planning, and pension consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages client portfolios on a discretionary basis using tactical asset allocation focused primarily on exchange-traded funds and mutual funds, and also offers accounting, tax preparation, payroll services, and third-party administration for defined contribution plans.

Michael Cowles is a financial advisor at SFMG Wealth Advisors in Plano, TX, holding the CFP® designation along with Series 63 and 66 licenses. He has 12 years of industry experience, including prior roles at TD Ameritrade, Southwestern Investment Advisory Services, and Fidelity Investments. Cowles has been with SFMG Wealth Advisors since 2021. SFMG Wealth Advisors is a team-based firm providing integrated financial planning and discretionary portfolio management for individuals, families, pension plans, trusts, and corporate clients. The firm employs a combination of institutional and proprietary research, offering personalized investment programs guided by an investment policy statement and a centralized Investment Committee.

Robert Aikey is a financial advisor with Strategic Portfolio Solutions, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Strategic Portfolio Solutions since 2014. Outside of his advisory role, he is the founder of a health and life insurance business and is involved in photography and art on weekends. Strategic Portfolio Solutions serves individual and high-net-worth clients, as well as trusts, estates, and retirement plan participants, offering asset management, financial planning, and consulting services. The firm emphasizes tailored portfolios with continuous supervision and uses a range of investment strategies, including traditional equities, fixed income, ETFs, and more active approaches such as options and short-term trading.

Christopher Troseth is a CFP® with 29 years of industry experience. He has been with The Watchman Group, Inc. since 2013, where he works as part of a four-advisor team. The Watchman Group provides fee-only wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm focuses on customized, asset-allocation-driven portfolios and employs a mix of fundamental, quantitative, and qualitative analysis in its investment approach.

Morgan Luck is a financial advisor with Moss, Luse & Womble, LLC, holding a Series 66 designation and six years of industry experience. His prior work includes positions at Edward Jones and Abilene Christian University. He serves as treasurer for Shelby's Grace, LLC, a nonprofit organization in Brownwood, TX. Moss, Luse & Womble, LLC provides portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, and businesses. The firm employs a tactical allocation approach, primarily recommending exchange-traded funds and mutual funds, and also offers accounting, tax preparation, payroll services, and third-party plan administration.

Diana Brown is a financial advisor with CMG Wealth Management in Plano, TX, holding a Series 63 designation and 27 years of industry experience. Her career includes roles at Wells Fargo Clearing and UBS Financial Services. She has been with CMG Wealth Management since 2018 as part of a six-advisor team. CMG Wealth Management serves individuals, non-profits, corporations, and other business entities with asset management, retirement-plan consulting, and due diligence reports on private investments. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to tailor strategies to client objectives and risk tolerances.

Lance Purcell is a CFP® professional with over 15 years of experience in the financial and banking industries. He is currently with Black Knight Wealth Management, LLC and previously worked at Citizens Bank and FirstBank Southwest. Outside of his advisory role, he serves as a bank director and manages a legal practice as an attorney. Black Knight Wealth Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and coordination with clients’ other professional advisors. The firm employs a multi-disciplinary investment approach that includes fundamental, quantitative, and technical analysis, and typically manages accounts on a discretionary, asset-based basis using model Income and Growth portfolios tailored to client needs.

Katherine Neill is a financial advisor at D.H. Hill Advisors, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity and Aragon Asset Management. Neill also operates a business solutions and marketing consulting company, Only Chin LLC, and is involved in insurance sales and service as a sole proprietor. D.H. Hill Advisors provides comprehensive wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, and trusts, offering investment management, retirement-plan consulting, and access to alternative investments and insurance-related advice. The firm utilizes a combination of tactical asset allocation, quantitative and technical analysis, and tax-aware strategies across both firm-managed and advisor-managed portfolios.

Russell Boaz is a CFP® and Series 63 registered advisor with 18 years of industry experience. He is currently affiliated with CFO4Life Group, LLC and Ausdal Financial Partners, where he has worked since 2013. In addition to his advisory roles, he provides tax planning services through a separate business. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities by offering comprehensive financial planning, discretionary investment management, retirement plan advisory, corporate financial wellness programs, and cash-management solutions. The firm’s investment approach emphasizes diversified asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments, managing most accounts on a discretionary basis with ongoing portfolio monitoring and periodic reviews.

Craig Greenway is a CFP® professional with 27 years of industry experience. He has worked at SFMG Wealth Advisors since 2007, including his current tenure beginning in 2024, and previously held roles at Caton Consulting Group, PC and Southwest Strategies. SFMG Wealth Advisors is a team-based firm serving individuals, families, pension plans, trusts, and corporate clients with integrated financial planning and discretionary portfolio management. The firm employs a centralized Investment Committee to guide personalized investment programs that may include mutual funds, ETFs, private equity, and values-based investing options.