Carson Pope is a financial advisor at AssetBuilder, Inc. in Plano, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., LLC, The Vanguard Group, Inc., Equitable Advisors, LLC, and Axa Advisors, LLC. AssetBuilder provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a buy-and-hold, asset-allocation strategy centered on Dimensional Fund Advisors products, emphasizing diversification and risk profile documentation.

Aaron Byrkit is a CFP® professional with 15 years of experience in financial advising. He has been with Bland Garvey Wealth Advisors, LLC since 2015. Byrkit holds the Series 66 designation and works out of Richardson, TX. Bland Garvey Wealth Advisors, LLC provides investment management, retirement-plan advisory, and financial consulting services to individuals, charitable organizations, corporations, trusts, and small businesses. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, primarily using passively managed asset-class mutual funds and model portfolios.

Daniel Raggio is a financial advisor at Burford Brothers, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank NA from 2016 to 2026. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, and retirement plans, offering discretionary asset management, retirement plan consulting, third-party money manager recommendations, and financial consulting. The firm also provides multi-family office services through its Burford Caudle Family Capital division.

Sebastian Lopez Hafen is a financial advisor at Dash Investments in Plano, TX, with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Fisher Investments and NYLIFE Securities LLC. His background also includes roles outside finance, such as at GetLegal, Uber, and El Pulpo Restaurant. Dash Investments provides discretionary portfolio management and comprehensive financial planning primarily for individuals, high-net-worth clients, estates, and trusts with at least $1 million in investable assets. The firm focuses on a long-term, value-oriented investment approach and integrates tax planning and financial planning into its advisory services.

Brett Rudman is a Series 65-licensed financial advisor with SFMG Wealth Advisors in Plano, TX, and has been in the industry since 2020. His prior experience includes roles at The Siegfried Group, Sportailor, Inc., KPMG, and the University of Miami. SFMG Wealth Advisors is a Dallas-area wealth management firm serving individuals, high-net-worth families, retirement plans, trusts, and corporate clients. The firm follows a planning-first process with strategic asset allocation overseen by an Investment Committee and uses a diversified sleeve approach to portfolio construction.

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 in Frisco, TX, holding a Series 66 designation with two years of industry experience. Prior to joining QuadCap in 2025, she worked at Goldman Sachs and has a background that includes roles outside finance such as at Van Atkins Jewelers and the University of Mississippi. QuadCap Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities by providing portfolio management, financial planning, and integrated tax preparation services. The firm emphasizes tailored asset allocations for clients near or in retirement, utilizing lifetime cash-flow projections and a range of investment vehicles to manage over $1.13 billion in assets.

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 an advisor at Nobles & Richards Advisors, LLC with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Brown & Brown Securities since 2024, XLII Financial Services LLC since 2018, and Petrogrowth Energy Advisors, L.L.C. from 2013 to 2019. She performs accounting and financial operations roles in addition to her advisory work. Nobles & Richards Advisors provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, state or municipal entities, and businesses. The firm offers primarily non-discretionary portfolio management using fundamental and market analysis and may include alternative investments and structured products when appropriate.

Douglas John is a financial advisor with Requisite Capital Management LLC in Dallas, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years and at Fallline Securities LLC for one year. Outside of his advisory role, he is involved in oil and gas investments through two sole proprietorships, LCA Capital, LLC and CPJ Hydrocarbons LLC. Requisite Capital Management provides wealth management, investment management, financial planning, and private fund advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pooled investment vehicles, and some institutional clients. The firm constructs customized portfolios using fundamental and technical analysis with a generally long-term orientation, trading shorter-term when appropriate, and offers a broad range of investable instruments.

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.

Madison Begley is a financial advisor at Fluent Financial, LLC in Dallas, TX, holding a Series 65 designation with approximately six years of experience. Prior to joining Fluent Financial, Madison worked at Sepio Capital and has background experience in real estate and the fitness industry. Fluent Financial serves individuals, trusts, pension plans, and business entities, managing portfolios on an individualized basis within a wrap-fee program. The firm employs a range of investment strategies and offers financial planning and pension consulting, including participant education.

Robert Mcmeen is a financial advisor with Parkway Wealth Management Group, LLC in Plano, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Parkway Wealth Management Group and its affiliated entities since 2016 and is currently associated with Cabot Lodge Securities LLC. Outside of his advisory role, he owns Century Tree Properties, LLC, a real estate brokerage. Parkway Wealth Management Group manages approximately $1.22 billion in discretionary assets for individuals, families, business owners, and institutional clients. The firm offers portfolio management, comprehensive financial planning, and 401(k) plan services, utilizing a goal-based approach with in-house and third-party asset allocation models tailored to client objectives.

Christian Rubio is a financial advisor with Nobles & Richards Advisors, LLC in Plano, TX. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., TD Ameritrade, and Lockton Companies LLC. Rubio is also involved with Yrefy, LLC and Nobles & Richards, Inc. Nobles & Richards Advisors provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, state or municipal entities, and businesses. The firm manages approximately $34 million in assets and uses a client-specific investment process that includes fundamental and market analysis, often incorporating alternative investments and structured products.

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 17 years of industry experience. She holds the Series 66 designation and previously worked at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. QuadCap Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities by providing portfolio management, financial planning, and third-party adviser selection. The firm emphasizes individualized asset allocations for clients near or in retirement and integrates tax preparation services into its wealth management offering.

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.