Wesley Mc Millan is a financial advisor at Murphy & Sylvest with one year of industry experience. He holds a Series 65 designation and has previously worked at Pinnacle Elite and Financial Service Transition. Murphy & Sylvest provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined investment process combining strategic asset allocation with fundamental and quantitative analysis, typically using a long-term, buy-and-hold approach.

Charles Triplett is a financial advisor at Parkway Wealth Management Group, LLC in Plano, TX, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Parkway Wealth Management Group in various capacities since 2016. 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 offers a personalized investment approach that includes portfolio management, financial planning, 401(k) advisory services, and ad hoc consulting, utilizing both in-house and third-party asset allocation models.

Dominic Cooper is a financial advisor at United Advisors America with a Series 65 credential and one year of industry experience. Prior to his current role, he has worked at VisaNotary, Alliance America, and held positions outside of the financial industry at Rally House and New Balance. He is also active as an insurance agent with Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, using a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios that include mutual funds, ETFs, and select exchange-traded products. The firm manages approximately $353.7 million in assets and offers both discretionary and non-discretionary portfolio management along with complimentary financial planning services.

Madison Broyles is a financial advisor at Astra Wealth Management Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including PURSHE KAPLAN STERLING INVESTMENTS, Americana Partners, and Axa Advisors. Astra Wealth Management Group is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.3 billion and employs a long-term investment approach that combines fundamental, technical, cyclical, and charting analysis to tailor portfolios to client goals and risk tolerances.

Kayla Taylor is a financial advisor at AssetBuilder, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining AssetBuilder, she was involved with Neon Cycle LLC and worked as a registered sales assistant for David Means. Outside of advisory work, she is a managing member and 50% owner of LILY AMONG THORNS LLC. AssetBuilder, Inc. is a fee-only, SEC-registered advisory firm composed of nine advisors managing approximately $813 million for about 700 clients, including individuals, trusts, pension plans, and charitable organizations. The firm employs a long-term, buy-and-hold investment strategy based on Modern Portfolio Theory, using institutional Dimensional Fund Advisors funds as core holdings tailored to client risk profiles.

Richard Follett II is a ChFC® credentialed financial advisor with 18 years of industry experience. He is currently affiliated with United Advisors America, where he has worked since 2008. Follett also serves as Senior Vice President of UF Resources Corporation and is an insurance agent for Alliance America Corporation, a life and health insurance agency. United Advisors America serves individual investors, particularly those at or near retirement, as well as pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based investment approach, utilizing model portfolios, tailored asset allocation, and periodic rebalancing, while offering complimentary financial planning upon request.

Delonte Harrell is a financial advisor at QuadCap Wealth Management, LLC in Frisco, TX, with three years of industry experience. He holds a Series 65 credential and has worked in various roles, including non-investment activities such as valet parking. 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 traditional advisory work with AI-enabled tools for estate planning and incorporates tax preparation and trustee services into its offerings.

Jason Kobza is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Moss, Luse & Womble, LLC since 2019. Prior to this, he worked at MSCI for eight years. Outside of his advisory role, he is a member of MLWK Holdings, a Dallas-based accounting software company, where he is involved in project management. Moss, Luse & Womble, LLC advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering fee-based discretionary portfolio management, financial planning, and pension consulting. The firm combines investment advisory services with accounting, tax preparation, payroll services, and Third-Party Administrator support for retirement plans, employing a tactical allocation approach based on fundamental analysis and proprietary risk models.

Jonathon Bolt is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Crescent Advisor Group, Inc. and Crescent Securities Group, Inc. since 2019, following earlier roles at Lowell & Company Inc, Prosperity Bank, and Raider Ranch. He occasionally sells life insurance as a sole proprietor. Crescent Advisor Group, Inc. provides financial planning and portfolio management to individual and institutional clients, using a combination of technical and fundamental analysis. The firm offers a range of strategies from long-term investments to alternative products and maintains affiliated business lines including a broker-dealer and insurance agency.

Ethan Mayo is a financial advisor at Fluent Financial, LLC in Dallas, TX, holding a Series 65 credential. He has one year of industry experience, including prior roles at Private Client Services and Fidelity Investments. Mayo’s background includes diverse work experience outside finance, such as roles in property management, fitness, and hospitality. Fluent Financial serves individuals, trusts, pension plans, and business entities, managing approximately $330 million on a discretionary basis. The firm offers asset management through wrap-fee accounts and provides financial planning and pension consulting, employing a range of investment strategies guided by fundamental, technical, and cyclical analysis.

Cameron Ressetar is a CFP® and Series 66 credentialed advisor with 12 years of industry experience. He is currently with SteadTrust, where he has worked since 2025. Prior to this, he held roles at Apeiron Planning Partners, Atlas Wealth Advisors LLC, National Asset Management, National Securities Corporation, and WFG Investments Inc. Outside of his advisory work, Ressetar owns Caddie Collaborative Divorce, a divorce consulting service that assists clients with financial organization and settlement planning. SteadTrust LLC is a team advisory firm managing approximately $438.9 million in assets across nine advisors. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and pension consulting with a diversified investment approach that includes discretionary account management and alternative investment strategies.

David Dryden is a CFP® and Series 65-licensed advisor at Insight Wealth Partners with four years of industry experience. His background includes roles in financial advisory and academic positions at Kansas State University and Baylor University. He is also an independent life insurance agent, assisting clients with policy applications and reviews. Insight Wealth Partners manages over $1.1 billion in discretionary assets, serving individuals, families, trusts, corporations, and retirement plan sponsors. The firm employs a multi-advisor team approach and combines strategic and tactical asset allocation with fundamental and technical analysis to provide comprehensive portfolio management and planning services.

Trevor Freeman is a CERTIFIED FINANCIAL PLANNER™ at Moss, Luse & Womble, LLC with approximately five years of industry experience. His prior positions include roles at Ernst & Young, LLP and Baylor University. Moss, Luse & Womble serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a tactical allocation approach based on fundamental analysis with proprietary investment models tailored to client risk profiles and offers integrated financial planning, portfolio management, and pension consulting services.

Norma Spencer is a financial advisor with Bland Garvey Wealth Advisors, LLC in Richardson, TX, holding a Series 65 designation and nine years of industry experience. She has worked with Bland Garvey, PC, and Bland Garvey Wealth Advisors since 2006. Outside of her advisory role, Spencer manages retirement services at Bland Garvey, PC, dedicating significant time to this non-investment-related accounting function. Bland Garvey Wealth Advisors, LLC provides investment management, retirement-plan advisory, and financial consulting to individuals, charitable organizations, corporations, trusts, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing long-term, buy-and-hold asset allocation primarily using passively managed mutual funds and model portfolios.

Ariana Marek is a financial advisor at Beacon Financial Group in Dallas, TX, with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill, Bank of America, and Apex Fintech Solutions prior to joining Beacon Retirement Planning Services Inc. Ariana’s background includes roles in both financial services and education. Beacon Financial Group provides wealth management, financial planning, and retirement and trust consulting to individuals, high-net-worth clients, and institutions. The firm employs a combination of fundamental, technical, and cyclical analysis to customize portfolios according to client goals and risk tolerance.

John Congdon is a Series 65-licensed advisor at Peak American Investment Advisors, Inc. in Plano, TX, with six years of industry experience. He has been with Peak American Investment Advisors since 2020 and is also involved with Peak American Financial Group, Inc. as a Client Solutions Manager focused on insurance sales. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning, integrating retirement tax strategy, insurance coordination, and estate planning. The firm employs a blend of technical and fundamental analysis and uses a third-party platform to support portfolio management and client services.

Nathan Hilliard is a CFP® at Moss, Luse & Womble, LLC with over eight years of experience in the financial services industry. Prior to joining Moss, Luse & Womble, he worked at Level Legal for three years and PricewaterhouseCoopers for six years. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, financial planning, and pension consulting. The firm uses a tactical allocation approach based on fundamental analysis and proprietary investment models tailored to client risk profiles, offering integrated services including accounting and tax preparation.

Shashin Shah is a CFP® and CFA® with 32 years of industry experience, currently serving at SFMG Wealth Advisors since 2016. He participates as an ambassador for the CFP Board and contributes to the Investments and Wealth Institute as well as Wiley's CIMA review and guide. Shah is also a part-owner of Confidence Period, LLC, a private investment entity based in Plano, Texas, though he has no active management role. SFMG Wealth Advisors is a Dallas-area wealth management firm managing approximately $2.96 billion in client assets with an 18-advisor team. The firm offers personalized wealth management combining financial planning and portfolio management for individuals, families, retirement plans, trusts, and corporate clients through a planning-first process and a centralized Investment Committee that applies strategic asset allocation and tactical adjustments.

Justin Elovitz is a financial advisor at Lemnis Capital with one year of industry experience. He holds a Series 66 designation and has previously worked at Innovation Partners LLC and Equitable Advisors, LLC. Prior to his financial services career, he held various roles including at Bent Tree Country Club and several educational institutions. Lemnis Capital is an SEC-registered advisory firm managing approximately $97.9 million for about 352 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and direct indexing solutions, serving individuals, retirement plans, trusts, and other entities through a combination of model portfolios and customized asset-allocation strategies.

Matthew Canton is a financial advisor at United Advisors America with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and First United Bank, among other firms. Outside of advisory work, he is involved with Alliance America Corporation, an insurance company. United Advisors America provides investment management services mainly to individuals near retirement and to pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach using customized asset allocations and model portfolios primarily consisting of mutual funds and ETFs.