David Wulfert is a financial advisor at Corus Family Wealth Advisors, Inc. with one year of industry experience. He holds a Series 65 credential and has previous experience at HighGround Advisors, High Street Logistics Properties, and Sandia National Laboratories. Wulfert also spent several years working in education-related roles, including at Dallas Baptist University and Pensacola Christian Academy. Corus Family Wealth Advisors is a registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on diversified, low-cost institutional mutual funds and ETFs, guided by modern portfolio theory, while also employing tailored allocations that may include private credit, private real estate, oil and gas partnerships, and derivatives in certain accounts.

Szilvia Nador is a Series 65 licensed financial advisor with Moss, Luse & Womble, LLC, where she has worked since 2022. She has prior experience with KPMG, Wells Fargo, and Whole Foods Market. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses with fee-based portfolio management, financial planning, and pension consulting. The firm manages client portfolios on a discretionary basis using tactical allocation primarily focused on exchange-traded funds and mutual funds, supported by proprietary risk-profile investment models and fundamental analysis.

Jacob Andrew Howeth is a Series 66-registered advisor at Generational Wealth Advisors with eight years of industry experience. His work history includes roles at Fisher Investments, CUSO Financial Services, and Fidelity before joining Generational Wealth Advisors. Generational Wealth Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans. The firm uses a multi-disciplinary team approach emphasizing strategic asset allocation, diversification, and periodic rebalancing, primarily employing institutional mutual funds, ETFs, separately managed accounts, and alternative investments.

Matthew Bryan is a financial advisor at Moss, Luse & Womble, LLC with 17 years of industry experience. He has held his current position since 2012 and previously worked at Cain, Watters & Associates, LLC. Bryan holds the Series 65 designation. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, providing fee-based portfolio management, financial planning, and pension consulting. The firm manages client portfolios on a discretionary basis using tactical allocation and fundamental analysis, primarily recommending exchange-traded funds and mutual funds, and offers additional services such as accounting, tax preparation, payroll, and estate-planning support.

Terrance Hutchins is a CFP® with 16 years of industry experience. He is currently with Stevens Capital Partners and previously worked at Logos Financial Group LLC, Logos Tax and Business Solutions, and Allstate Insurance Co. He is a partner in SCP Tax LLC, a tax preparation and CFO services firm. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses with approximately $810 million in assets under management. The firm provides customized investment management and comprehensive financial planning, utilizing fundamental analysis and modern portfolio theory.

Ryan Taylor is a ChFC® and Series 66-licensed advisor at Lemnis Capital with three years of industry experience. He has previously worked at MassMutual Life Insurance Company, Mass Mutual Investors Services, and Equitable Advisors. Outside of his financial career, Taylor coaches group fitness classes at CrossFit Gallant. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors and participants, trusts, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management using model portfolios and customized asset allocation, along with subscription-based financial planning memberships and retirement plan consulting.

Travis Ferguson is a financial advisor at Moss, Luse & Womble, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Moss, Luse & Womble since 2012. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing fee-based portfolio management, financial planning, and pension consulting. The firm uses a tactical allocation approach with proprietary risk-profile investment models and focuses on exchange-traded funds and mutual funds while offering additional services such as accounting, tax preparation, payroll, and estate planning support.

Owen Mccabe is a financial advisor at Astra Wealth Management Group with 11 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is the sole managing member of OTM Family Investments, LLC. Astra Wealth Management Group provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified portfolios and offers both discretionary and non-discretionary account management.

Mary Harris is a financial advisor at QuadCap Wealth Management, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked at QuadCap since 2017. Prior to joining QuadCap, she was associated with Stephen Cook, FullCircle Wealth, and Triad Advisors, Inc. from 2015 to 2017. 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 innovative tools, including an AI-enabled platform for estate planning and integrated tax preparation services.

Douglas Bartol is a financial advisor at Nexus One Financial Advisors LLC in Plano, TX, holding the CFP® and ChFC® designations with 29 years of industry experience. Before joining Nexus One in 2025, he worked for Retirement Planners of America for 14 years. Bartol is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. Nexus One Financial Advisors LLC is an SEC-registered firm serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm provides discretionary wealth management and financial planning, emphasizing customized, long-term portfolio construction with diversified mutual funds and ETFs, while also incorporating individual securities and alternative investments as appropriate.

Andrew Herzog is a CFP® with three years of industry experience, currently serving as an advisor at The Watchman Group, Inc. in Plano, TX. His prior experience includes roles at Beacon Pointe Advisors, Wisniewski Wealth Management, and Northwestern Mutual. 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 using a combination of fundamental, quantitative, and qualitative analysis, primarily implementing discretionary strategies.

Robert Badger is a financial advisor at Dash Investments with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Dash Investments in 2025, he worked at Fisher Investments, Bank of America, Merrill, JPMorgan Chase Bank, J.P. Morgan Securities LLC, and Thrivent Financial. Dash Investments provides discretionary portfolio management and comprehensive financial planning services primarily to individuals, high-net-worth clients, estates, and trusts with at least $1,000,000 in investable assets. The firm employs a long-term, value-oriented investment approach focused on a limited number of industries, integrating financial planning and tax analysis into client relationships.

Wayne Goldstein is a financial advisor at Atlas with Series 65 and Series 66 licenses and one year of industry experience. He has worked at Atlas and Spreadwise since 2025 and previously held positions at Planet Healthcare, Kencor Health, and Merrill. Outside of finance, he is the owner of Boca Raton Podiatry and Sports Medicine Institute. Atlas provides wealth management and financial planning services to individuals, families, trusts, estates, businesses, and pooled investment vehicles. The firm employs a primarily long-term, index-based investment approach supplemented by internally managed equity and bond strategies and offers both discretionary and non-discretionary portfolio management.

Steven Zurlis is a financial advisor at Astra Wealth Management Group with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Purshe Kaplan Sterling Investments, Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is the owner of Zurlis Wealth Management, LLC. Astra Wealth Management Group provides wealth management, investment management, financial planning, retirement plan advisory, and a subscription-based consulting service to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using a range of financial instruments and serves both discretionary and non-discretionary accounts.

Cooper Segars is a financial advisor at QuadCap Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and previously worked at SWMG, LLC and Baird. Segars also spent six years at Texas Tech University and had entrepreneurial involvement with Clean Air Lawn Care. 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 offers tailored asset allocation strategies, family office coordination, trustee services, in-house tax preparation, and employs an AI-enabled platform to assist with estate planning.

Arthur Crowley is a Series 65 credentialed advisor with 13 years of industry experience. He has worked at Bright Wealth Management, LLC since 2019 and previously spent six years with Financial Gravity Tax, Inc. and Pollock Advisory Group, Inc. Bright Wealth Management, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $265 million for around 175 clients using tailored asset-allocation models and continuous portfolio supervision, employing a mix of equity securities, ETFs, mutual funds, and other investment vehicles.

Thomas Hamilton is a financial advisor at Orion Wealth Management LLC with five years of industry experience. He holds a Series 66 designation and has worked at LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, LLC, and his own firm, Hamilton & Associates. Orion Wealth Management LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients. The firm uses a combination of fundamental, quantitative, and technical analysis along with modern portfolio theory to manage long-term investments across various asset classes, and it is notable for sponsoring a wrap fee program and managing primarily non-discretionary assets.

Victoria Areingdale is a CFP® professional with 11 years of industry experience, currently serving as an advisor at CFO4Life. Her prior roles include positions at Ausdal Financial Partners, USAA investment and financial advisory firms, and Charles Schwab Co. She is also involved in assisting advisors with client-related planning activities through CFO4LIFE, LLC. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities by providing comprehensive financial planning, discretionary investment management, retirement plan advisory, and cash-management solutions. The firm emphasizes diversified asset-allocation models across a range of investment vehicles and typically manages accounts on a discretionary basis while offering participant education and corporate financial wellness programs.

Stephanie Williams is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at TFR Capital. Her prior roles include positions at Envestnet Asset Management and Placemark Investments, Inc. From 2019 to 2023, she was a homemaker before returning to the financial sector. TFR Capital, LLC provides personalized financial planning and discretionary investment management to individuals, including high-net-worth clients, as well as entities like family offices and qualified retirement plans. The firm combines fundamental, quantitative, and technical analysis in its portfolio management, pursuing primarily long-term strategies overseen by an Investment Committee and Chief Investment Officer.

Justin Anderson is a financial advisor with GDS Wealth Management in Flower Mound, TX. He holds a Series 65 designation and has been with GDS since 2026. Prior to joining the firm, he held positions in various industries including home maintenance and restoration, and worked in education at Brigham Young University - Idaho. 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 assets through a team of 22 advisors and utilizes model portfolios developed with research from Raymond James, focusing primarily on asset allocation.