Evan Daniels is a financial advisor at Nexus One Financial Advisors LLC in Plano, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Nexus One, he worked at Quantum Lending Corp. for five years and was employed at the YMCA of the USA and Chick-Fil-A. Nexus One Financial Advisors LLC is an SEC-registered advisory firm serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary wealth management and financial planning services, emphasizing customized, predominantly long-term portfolio construction using diversified mutual funds and ETFs, while also incorporating individual stocks, bonds, and alternative investments as appropriate.

Alan Haworth is a financial advisor with Clare Market Investments, LLC in Dallas, TX, holding a Series 66 designation and 21 years of industry experience. Prior to joining Clare Market in 2018, he worked at Oppenheimer & Co. from 2011 to 2018. Outside of his advisory role, he owns a vinyl record store, Declassified Records LLC, and manages the development of a financial data application called Stalking Butler App. Clare Market Investments provides discretionary investment management, financial planning, and sub-advisor oversight for individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a primarily long-term investment approach grounded in fundamental analysis, managing approximately $556 million in assets across about 206 client relationships.

Debra Keitzer Outlaw is a CFP® with 29 years of industry experience. She has worked at Perryman Financial Advisory, Inc. since 2000 and Perryman Securities, Inc. since 2002. Perryman Financial Advisory, Inc. is an SEC-registered investment adviser managing over $1 billion for approximately 510 clients with a team of eight advisors. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans, using both fundamental and technical analysis to build diversified portfolios.

Charles Lanza is a financial advisor at Crescent Advisor Group, Inc. with 14 years of industry experience. He previously worked at Titan Securities for 12 years before joining Crescent Advisor Group and Realta Equities in 2023. Outside of his advisory roles, he is a managing member of Medico PS, LLC, a business involved in the sales and rental of durable medical equipment. Crescent Advisor Group provides financial planning and portfolio management services to a diverse client base including individuals, families, institutions, and non-profits. The firm employs a combination of technical and fundamental analysis across various investment strategies and maintains a network of affiliated business lines and professionals.

Robert Mitchell is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He is currently with Steadtrust LLC and has prior experience at B. Riley Wealth Management, National Asset Management, National Securities Corp, Wfg Investments, Inc, and also worked at the University of Delaware and Mitchell Lane Publishers. Steadtrust LLC is a team advisory firm managing approximately $439 million across nine advisors. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and pension consulting with a diverse investment approach that includes both traditional and alternative strategies.

Jamie Alworden is a financial advisor at M Financial Asset Management, Inc. with 11 years of industry experience. He holds Series 65, Series 63, and Series 66 designations and has worked with firms including Charles Schwab, TD Ameritrade, and Geneos Wealth Management. M Financial Asset Management provides investment advisory services to individuals, retirement plans, trusts, corporations, and charitable organizations nationwide. The firm emphasizes diversified, risk-based asset allocation using mutual funds, ETFs, selected individual securities, and third-party managers, supported by regular rebalancing and ongoing model monitoring.

Mark Robinson is a Series 65-licensed financial advisor with 30 years of industry experience. He has been with The Watchman Group, Inc. in Plano, TX, since 2004. The Watchman Group is a team of four advisors providing fee-only wealth management, discretionary portfolio management, and financial planning to individuals, retirement 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, implementing primarily discretionary strategies across a broad range of investment products.

David Mott is a financial advisor at Nexus One Financial Advisors LLC in Plano, TX, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Retirement Planners of America and Ball DPF, LLC. He joined Nexus One Financial Advisors in 2025. Nexus One Financial Advisors LLC is an SEC-registered advisory firm serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary wealth management and financial planning, focusing on customized, predominantly long-term portfolio construction using diversified mutual funds and ETFs, while also incorporating individual securities and alternative investments when appropriate.

August Payne is a financial advisor with Beacon Financial Group in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Kestra Advisory since 2016 and with Kestra Investment Services and Beacon Retirement Planning since 2011. Outside his advisory role, he is the owner of Dos Veces Inc, a consulting business based in Austin, TX. Beacon Financial Group provides wealth management, financial planning, retirement, and trust/estate consulting to individuals, high-net-worth clients, trusts, estates, foundations, and business organizations. The firm manages approximately $1.3 billion in discretionary assets, customizing portfolios using fundamental, technical, and cyclical analysis and engaging independent managers as part of its investment approach.

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 with Requisite Capital Management LLC in Dallas, TX, holding Series 63 and Series 65 designations and over 14 years of industry experience. He previously worked at J.P. Morgan Securities from 2011 to 2024 before joining Requisite Capital Management. Requisite Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs a blend of fundamental and technical analysis with a generally long-term orientation, offering a broad range of investment options including ETFs, equities, fixed income, options, private equity, and private credit funds.

Sheree Stacy is a financial advisor at Worth Financial Group Inc. with 33 years of industry experience. She has held Series 63 and Series 65 licenses and has worked at Worth Financial Group since 2009, following five years at Wells Fargo Clearing. In addition to her advisory role, she is also an insurance agent specializing in life insurance and fixed annuities. Worth Financial Group provides discretionary portfolio management services primarily to individuals and high-net-worth clients. The firm employs a cyclical security analysis approach that combines charting, fundamental, and technical methods, and customizes portfolios based on clients' objectives and risk tolerance.

Steven Adams is the sole advisor at Adams Asset Advisors LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has led his firm since its founding in 2005. Adams Asset Advisors provides discretionary investment management and supervisory services primarily to very high net worth individuals and institutional clients. The firm utilizes both fundamental and quantitative analysis, including proprietary models, to tailor investment decisions to each client’s objectives.

Nancy Phillips is a CFP® with 23 years of experience at Perryman Financial Advisory, Inc. and over 40 years running her own CPA practice, Nancy K. Phillips, PC. She has been associated with Perryman Securities, Inc. since 2004. Outside of financial advising, she operates a sole proprietorship selling bead necklaces and earrings. Perryman Financial Advisory, Inc. is a six-advisor SEC-registered firm managing approximately $796 million for individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan services, combining fundamental and technical analysis with regular portfolio monitoring and rebalancing.

Evan Troop is a financial advisor with MSH Capital Advisors LLC in Dallas, TX, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. He has worked at MSH Capital Advisors and M.S. Howells & Co. since 2025 and concurrently has roles at JP Morgan Chase Bank NA and JP Morgan Securities LLC since 2015. Outside of advisory work, he owns Evan Troop Music LLC, which manages music royalties. MSH Capital Advisors provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm delivers tailored advice through a network of independent representatives and utilizes third-party platforms and sub-advisers offering specialized strategies.

Philip Athey is a CFP® professional with 22 years of industry experience, currently affiliated with Apeiron in Dallas, TX. His prior work includes roles at Ameriprise, WFG Investments, Aperion RIA, LLC, and Three Oaks Advisory Group. He also operates as an independent insurance agent, allocating about 10% of his time to recommending and selling insurance products. Apeiron serves a diverse client base that includes individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, churches, and other institutions. The firm employs a holistic, discretionary approach to portfolio management, utilizing a range of analytical methods and a mix of in-house and third-party platforms, while acting as a fiduciary for retirement accounts.

John Strickland is a financial advisor at Parkway Wealth Management Group, LLC with 19 years of industry experience. He holds a Series 66 credential and has worked at Parkway Wealth Management Group since 2016, including prior roles at Raymond James Financial Services. Outside of advisory services, he is the owner of Cajun Spirit Enterprises Inc., a support company. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves a diverse client base including individuals, families, business owners, and institutional clients. The firm employs a personalized investment approach using diversified portfolios and both in-house and third-party asset allocation models.

Thi Hong Van Nguyen is a CFA® charterholder with one year of industry experience, currently serving as an advisor at Synergy Asset Management, LLC. Prior to joining Synergy, she held positions at NYCC Management LLC, J.C. Pace Ltd., Caitlynminimalist, EY, Cathay United Bank, and HSBC Bank. Synergy Asset Management provides wealth management and financial planning services to a diverse client base, including individuals, high-net-worth investors, business owners, and trusts. The firm employs an active, adaptive investment approach that integrates tactical asset allocation, fundamental analysis, and quantitative methods across a range of custom strategies.

Peter Paddock is a CFA® charterholder and Series 63 registered advisor with 18 years of industry experience. He has been with View Capital RIA, LP since 2011 and also has a longstanding association with VCA Securities, LP since 2007. In addition to his advisory roles, Mr. Paddock serves as a manager and board member of Wildcat Fund, LLC in Dallas. View Capital RIA, LP provides investment advisory and consulting services to individual, high-net-worth, and institutional clients through advisory and consulting programs. The firm constructs portfolios primarily by selecting and monitoring independent asset managers and manages a significant portion of client assets in non-discretionary accounts while also overseeing pooled investment vehicles that offer access to private equity, direct debt, and energy investments.

Megan Manning is a Series 65-licensed advisor at Burford Brothers, Inc. in Dallas, TX, with approximately one year of industry experience. Her work history includes roles at Empyrean, Harrell Investment Partners, and self-employment, alongside her academic background at the University of Texas. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, and retirement plans by providing discretionary asset management, retirement plan consulting, third-party money manager recommendations, and financial consulting. The firm offers tailored investment advice across various securities and operates a multi-family office division for ultra-high-net-worth clients.