Bradley Phelan is a financial advisor with Crescent Advisor Group, Inc. in Plano, TX, holding a Series 65 credential and having 10 years of industry experience. Since 2016, he has also been the owner and sole shareholder of GJ 627, Inc., a consulting business that advises business owners on strategy, processes, and planning. Crescent Advisor Group, Inc. serves a diverse client base including individuals, families, high-net-worth clients, and institutional entities, offering financial planning, portfolio management, and pension consulting. The firm employs a comprehensive investment approach that integrates technical and fundamental analysis and manages both traditional and alternative investment strategies.

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 with 28 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes a nine-year tenure at Raymond James Financial Services. 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, consulting, and 401(k) plan services, using a goal-based approach with a range of 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.

Richard Follett is a financial advisor at United Advisors America with 17 years of industry experience. He holds the ChFC® designation and Series 63 license. Outside of his advisory role, he serves as a Senior Vice President at UF Resources Corporation and works as an insurance agent for Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with complimentary financial planning. The firm employs a Modern Portfolio Theory-based approach using customized asset allocations and primarily invests in mutual funds and ETFs.

Delonte Harrell is a financial advisor at QuadCap Wealth Management, LLC in Frisco, TX, with three years of industry experience and a Series 65 designation. His prior work includes roles at Golden Crown Valet and VPNE. Outside of his advisory role, he is involved with Golden Crown Valet, a valet parking service. QuadCap Wealth Management serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, offering both discretionary and non-discretionary investment management, comprehensive financial planning, and third-party manager selection. The firm emphasizes individualized asset allocation with attention to clients’ goals and risk tolerance, supported by multiple research providers and portfolio monitoring tools.

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.

Robert Maxwell is a financial advisor at Collective Wealth Advisors LLC with 20 years of industry experience. He holds a Series 65 designation and has held roles at several homebuilding companies including D. R. Horton, Toll Brothers, Olivia Clarke Homes, Mattamy Homes, and Lennar. Outside of his advisory work, he is also active as a real estate agent with Toll Brothers. Collective Wealth Advisors LLC offers fee-based investment management and financial planning services to individuals, charitable organizations, businesses, and qualified retirement plans. The firm combines independent account administration, access to multiple sub-advisors, and educational seminars to support client goals and provide plan-level fiduciary services.

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.

Alex Schremmer is a financial advisor at GDS Wealth Management with four years of industry experience. He holds the Series 66 designation and has previously worked at Keene Insight Financial Strategies, AGH, BKD, and Washburn University. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management services. The firm manages approximately $1.28 billion in assets across a multi-advisor team of 15 and employs model portfolios informed by Raymond James research, using a mix of equities, fixed income, mutual funds, ETFs, and other instruments.

Levi McMellian is a financial advisor at CFO4Life with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CFO4Life Group, LLC since 2017, Ausdal Financial Partners since 2012, and CFO4LIFE, Inc. from 2007 to 2017. Outside of his advisory role, he owns MGMT4Life, LLC, which provides management and oversight services to CFO4Life, and is involved in several other business activities including insurance sales, tax preparation, business consulting, and fitness center ownership. CFO4Life offers comprehensive financial planning and discretionary investment management services to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm employs diversified asset allocation models across various asset classes and utilizes institutional research and technology tools to tailor portfolios according to each client’s objectives, risk tolerance, and time horizon.

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.

Jeffrey Starr is a financial advisor at Meristead Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Stansberry Asset Management, NYLIFE Securities LLC, Tarella Financial Group, and Citizens Bank. He is also a commissioned notary public. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm combines macroeconomic and fundamental research in a value-oriented investment approach, managing private credit funds and utilizing strategies including special situations and distressed investments.

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.

Michael Dotti is a financial advisor at Aspen Creek Wealth Management, LLC with three years of industry experience. Prior to his advisory career, he worked for nearly three decades at North Country Family Practice PA. He is also involved in private investment partnerships and serves as a life insurance agent. Aspen Creek Wealth Management provides discretionary portfolio management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, business owners, and plan sponsors. The firm employs a variety of analytical methods and offers access to third-party managers while maintaining responsibility for client portfolios.

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.