Charles Thomas is a CFP® and Series 65-licensed advisor with 10 years of industry experience, currently with SFMG Wealth Advisors. His prior experience includes roles at Howard Financial Services, Birdsong CPA, Elm Valley Group, and Cain Watters & Associates. He is also the owner and founder of Elm Valley Group, a general tax consulting and compliance business. SFMG Wealth Advisors is a team-based wealth management firm that serves individuals, families, pension plans, trusts, and corporate clients. The firm provides integrated financial planning and discretionary portfolio management, utilizing a centralized Investment Committee to guide personalized investment programs with strategic and tactical adjustments.

Grayson Hatfield is a CFP® professional with five years of industry experience, currently affiliated with Moss, Luse & Womble, LLC since 2015. He works within a team environment at the firm based in Plano, TX. Moss, Luse & Womble serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides fee-based portfolio management, financial planning, and pension consulting, managing client portfolios on a discretionary basis using a tactical allocation approach focused primarily on exchange-traded funds and mutual funds.

Cody Caldwell is a CFP® professional with three years of industry experience, currently serving at Moss, Luse & Womble, LLC since 2019. Prior to this, he worked at Saville, Dodgen & Co., Northrop Grumman Corporation, and Dallas Baptist University. Moss, Luse & Womble serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages discretionary portfolios using tactical allocation primarily focused on exchange-traded funds and mutual funds, complemented by financial planning, pension consulting, and estate planning services.

Austin Sorem is a financial advisor at United Advisors America with a Series 65 credential and less than one year of industry experience. Prior to joining the firm, he held various roles including a position with the Oklahoma City Thunder and work at Leslie's Pool & Spa Supplies. He is also 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. The firm uses a Modern Portfolio Theory-based approach with customized asset allocations, primarily implementing strategies through mutual funds and ETFs.

John Weatherly is a financial advisor at Insight Wealth Partners with seven years of industry experience. He holds a Series 65 designation and has been with Insight Wealth Partners since 2017. Prior to his advisory role, he worked at Dallas Baptist University for three years. Insight Wealth Partners is a multi-team firm serving individuals, trusts, retirement plans, and businesses with financial planning, portfolio management, and pension consulting. The firm combines Modern Portfolio Theory–based asset allocation with tactical strategies and offers a Synthetic Equity Portfolio strategy, while maintaining ongoing portfolio oversight and due diligence on third-party managers.

Brandon Anderson is a CFP® with six years of industry experience, currently serving at Astra Wealth Management Group. His prior experience includes roles at LPL Enterprise, Pruco Securities, and Prudential Financial. Astra Wealth Management Group provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach and offers diversified portfolios incorporating various asset types, including the use of options and derivatives within separately managed accounts.

Zachary Duren is a financial advisor at Crescent Advisor Group, Inc. He holds a Series 66 designation and has five years of experience in the industry. Prior to joining Crescent Securities Group, Inc., he worked at TruGreen and Lone Star Park. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to a diverse range of clients, including individuals, families, institutions, and non-profits. The firm employs a combination of technical and fundamental analysis and offers both discretionary and non-discretionary management, supported by a network of affiliated business lines and professionals.

Stephen Hart is a CFP® with 10 years of industry experience and has been with Talis Advisory Services, LLC since 2015. He is also a licensed insurance agent for life, accident, and health insurance. He is based in Richardson, TX and works with Generational Wealth Advisors. Generational Wealth Advisors provides discretionary investment management, financial planning, and risk-management advice to a diverse client base including individuals, trusts, foundations, pension plans, business entities, and charitable organizations. The firm employs a multi-team advisory model and emphasizes strategic asset allocation and diversification using institutional-share mutual funds, ETFs, and separately managed accounts.

Brian Chastain is a CFP® professional with 35 years of industry experience. He is currently affiliated with CFO4Life Group, LLC since 2017 and has been associated with Ausdal Financial Partners since 2012. Outside of his advisory role, he owns MGMT4Life, LLC, which provides management and supervisory services to his firm, and he also operates an aircraft through Fly4Life, LLC. CFO4Life offers comprehensive financial planning and discretionary investment management 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 to tailor portfolios to clients’ objectives and risk tolerance.

Lori Dunn is a financial advisor at Peak American Investment Advisors, Inc. with six years of industry experience. She holds a Series 65 designation and has been associated with various entities within the Peak American Financial Companies group since 2018. In addition to her advisory role, she serves as Director of Human Resources and Compliance at Peak American Financial Group, Inc. Peak American Investment Advisors serves individual and high-net-worth clients, providing discretionary wealth management and comprehensive financial planning. The firm integrates technical and fundamental analysis in its investment approach and includes tax strategy and insurance coordination in its retirement and income planning services.

Jonathan Hendler is a financial advisor at Black Knight Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Black Knight Wealth Management, he worked at JP Morgan Chase and has a military background, having served six years in the US Army. Outside of finance, he is employed by Life Time Fitness. Black Knight Wealth Management provides advisory services to individual and high-net-worth clients, offering portfolio management, financial planning, and coordination with clients’ other professional advisors. The firm manages accounts using a variety of investment strategies and also sponsors private funds through an affiliated adviser.

Paul Thibodeaux is a financial advisor at Bright Wealth Management, LLC in Lewisville, TX, holding Series 63 and Series 66 credentials with 26 years of industry experience. He has worked at Bright Wealth Management since 2018 and previously held roles at BBVA Wealth Solutions, BBVA Securities, and COMPASS Bank. Outside of his advisory work, he serves as Governance Chair on the board of Literacy Instruction for Texas (LIFT), a nonprofit that helps adults learn to read. Bright Wealth Management, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management through tailored asset-allocation models and continuous portfolio supervision, managing approximately $265 million for around 175 clients with a team of seven advisors.

Victoria Geiger is a financial advisor with GDS Wealth Management in Flower Mound, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at several firms including Raymond James Financial Services and Equitable Advisors. GDS Wealth Management serves primarily high-net-worth individual clients, managing approximately $1.8 billion in assets through a team of 22 advisors. The firm focuses on discretionary portfolio management and retirement-rollover guidance, implementing client portfolios using model allocations developed with research from Raymond James.

Paden Demuth is a financial advisor at DHL Wealth Management LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Paycom and Peak American Investment Advisors, Inc. In addition to his advisory role, he is licensed to sell insurance with American Senior Benefits. DHL Wealth Management provides portfolio management and financial planning services primarily to individual and high-net-worth clients, emphasizing modern portfolio theory and long-term trading. The firm creates individualized Investment Policy Statements and offers estate-planning referrals, educational seminars, and uses custodial services at Schwab Institutional alongside third-party managers.

Miles Kellum is a CFP® with 12 years of industry experience and has been with Moss, Luse & Womble, LLC since 2013. He holds a Series 65 license and is based in Plano, TX. Moss, Luse & Womble, LLC provides fee-based portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm uses a tactical allocation approach focused on exchange-traded funds and mutual funds, offering proprietary risk-profile investment models and fundamental analysis for security selection.

Jack Clemans is a CFP® credentialed advisor with four years of industry experience, currently serving at Fruitful. His prior roles include positions at Ernst & Young Investment Advisers LLP and his own firm, Clemans Financial LLC. Fruitful Advisory, LLC offers web-based financial planning and discretionary investment management to individual clients through a subscription membership. The firm focuses on personalized planning with passive, low-cost investment strategies centered on exchange-traded funds and index funds.

Douglas Burnette Jr. is a CFP® professional with 18 years of industry experience. He is currently with Collective Wealth Advisors LLC and previously led Burnette Financial Planning, LLC. His background includes roles at Clark & Burnette Wealth Management, LLC and Securian Financial Services, Inc. Burnette Financial Planning, LLC remains active during the transition of clients to Collective Wealth Advisors. Collective Wealth Advisors LLC offers fee-based investment management and financial planning to individuals, charitable organizations, businesses, and qualified retirement plans under an ERISA 3(21) fiduciary model. The firm emphasizes client-driven portfolio construction and regular reviews, combining institutional support with client education through seminars and access to multiple sub-advisors and investment programs.

David Gamble is a CFP® professional with 21 years of experience in the financial industry. He has worked at SFMG Wealth Advisors since 2015 and previously spent 12 years at PPG Investments, LLC. SFMG Wealth Advisors is a team-based wealth management firm serving individuals, families, pension plans, trusts, and corporate clients. The firm provides integrated financial planning and discretionary portfolio management with a focus on personalized investment programs guided by an investment policy statement and a centralized Investment Committee.

Muhammad Ammar is a financial advisor at FYRA Capital Management with three years of industry experience. He holds a Series 66 designation and has previously worked at AE Financial Services, LLC and OLV Investment Group. FYRA Capital Management provides investment management, financial planning, retirement plan advisory, and sub-advisory services to individuals, employer-sponsored retirement plans, foundations, trusts, and estates. The firm emphasizes diversified asset allocation and employs multiple analytical approaches alongside independent sub-advisors to implement client portfolios.

Kevin Karrh is a CFP® with 26 years of industry experience, currently serving at Indivisible Partners. His prior work includes roles at 1919 Investment Counsel, Stifel, Bank of America, and Merrill. Outside of his advisory work, he is involved in a family-owned farming business in West Texas. Indivisible Partners is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party investment managers, using a strategic asset allocation framework that supports a range of active, passive, and blended investment approaches tailored to client risk profiles.