William Saplicki is a financial advisor with Hibernia Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial, First Allied Advisory Services, and LS Wealth Strategies. Hibernia Wealth Partners, LLC is an SEC-registered investment adviser managing approximately $372.5 million in client assets, serving individuals, trusts, retirement plans, and institutional investors. The firm offers customized portfolio management, financial planning, ERISA plan services, and third-party manager oversight, employing a range of investment strategies tailored to client objectives.

Michael Mills is a Certified Financial Planner® with 26 years of industry experience and has been with Mills Wealth Advisors, LLC since 2003. He holds additional designations including Certified Fund Specialist (CFS), Chartered Life Underwriter (CLU), and Certified Exit Planning Advisor (CEPA®). Outside of his advisory role, Mills is involved in real estate investment through ownership interests in several entities unrelated to his firm’s business. Mills Wealth Advisors serves individuals and high-net-worth clients, particularly executives and business owners, offering wealth management, financial and business planning, retirement-plan advisory, and portfolio management services. The firm employs a fiduciary, goal-driven process with evidence-based CORE+ model portfolios and is notable for sponsoring private pooled investment vehicles and using performance-based fee arrangements with certain clients.

Matthew Oberst is a financial advisor at Trinity Portfolio Advisors, LLC in Plano, TX, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Trinity since 2009 and at MassMutual Financial Group since 2006. Outside of his advisory role, he is a 2% owner of All Season Greens, LLC, a company that produces hydroponic systems for growing living greens for both animal and human consumption. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for nearly 700 clients. The firm offers financial planning, consulting, and investment management services to a diverse client base, employing a risk-assessed, probability-based investment approach that integrates fundamental and technical analyses alongside proprietary model portfolios.

Christian Patterson is a CFP® with eight years of experience in the financial advisory industry. He is currently with Quadcap Wealth Management, LLC and previously worked at Exencial Wealth Advisors and Downs Saffiotti & Boudreaux, LLP. QuadCap Wealth Management provides investment management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm combines equities and fixed income in customized asset allocations and uses an AI-enabled platform to assist with estate planning documents, alongside traditional advisory services.

Christopher Soviero is a financial advisor at DHL Wealth Management LLC in Richardson, TX, holding a Series 66 license with seven years of industry experience. His prior roles include positions at UBS, Commerce Trust, Hillcrest Bank, and Wells Fargo. DHL Wealth Management LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, offering estate-planning referrals and educational seminars. The firm employs a long-term investment approach based on modern portfolio theory and manages assets through custodial services at Schwab Institutional and third-party managers when appropriate.

Nicholas Lehman is a financial advisor at Spectrum Advisors, Inc. in Plano, TX, with 12 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Advice and Planning Services and TIAA. Spectrum Advisors serves individuals, families, trusts, estates, charitable organizations, private business owners, and qualified retirement plans, offering portfolio management, financial planning, and consulting services. The firm manages approximately $160 million in client assets, employs a customized investment approach based on client risk tolerance and fundamental analysis, and operates five offices with a team of four advisors.

Matthew Brown is a CFP® with 12 years of industry experience, currently serving as an advisor at Mills Wealth Advisors, LLC since 2017. Prior to this, he worked at TD Ameritrade from 2013 to 2017. He holds Series 65 and Series 63 licenses. Mills Wealth Advisors, LLC provides wealth management, financial planning, business planning, retirement-plan advisory, and portfolio management services to individuals, high-net-worth clients, executives, and business owners. The firm employs an evidence-based CORE+ investment framework combining diversified low-cost core holdings with selective satellite positions, emphasizing tax-aware trading and ongoing monitoring aligned with client objectives.

Robert Blair is a CFP® certificant with 16 years of industry experience. He is currently with Peak American Investment Advisors, Inc. and has previously worked at Madison Avenue Securities, Kalos Capital, Spectrum Advisors, Dallas Financial Advisors, Mass Mutual Investors Services, and Spectrum Strategies. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary wealth management and comprehensive financial planning, incorporating retirement tax strategy, insurance coordination, and estate and legacy planning. The firm combines technical and fundamental analysis in portfolio construction and integrates tax and insurance considerations into retirement and income planning.

Avery Klatsky is a CFP® professional at SFMG Wealth Advisors in Plano, TX, with experience starting in 2021. Prior to joining SFMG, Avery worked with Bayntree Wealth Advisors and also gained experience contributing to The State Press at Arizona State University. SFMG Wealth Advisors is a team-based firm providing integrated financial planning and discretionary portfolio management to individuals, families, and institutional clients. The firm employs a combined financial planning and investment management approach, using strategic allocations overseen by an Investment Committee and offers options for values-based investing.

Cliff Demarest is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with Consilium Wealth Advisory, LLC since 2012. Consilium Wealth Advisory is a fee-based investment management and wealth advisory firm serving individuals, high-net-worth clients, and corporate/business entities. The firm employs both quantitative and qualitative analysis to build and monitor portfolios, offers comprehensive financial planning, and provides discretionary and non-discretionary portfolio management services.

Tonyia Cleaver is a financial advisor at The Wealth Boutique in Dallas, TX, holding a Series 66 designation with six years of industry experience. She previously worked at Edward Jones for five years and spent 14 years with KXAS-TV - NBC Universal. In addition to her advisory role, she is a licensed insurance agent focusing on life, annuity, and health products. The Wealth Boutique is a team of seven advisors managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm offers holistic financial planning and discretionary portfolio management with a financial-planning-led, goals-based approach that incorporates both fundamental and technical analysis.

Elias Dragon is a CFP® and ChFC® credentialed advisor with 23 years of industry experience. He is currently with Main Street Retirement Planning, LLC, where he has worked since 2022. Prior to this, he was associated with MMWKM Advisors, LLC and Retirement Planners of America from 2011 to 2022, and he has maintained Dragon Financial Group since 2001. Dragon is also a licensed insurance agent. Main Street Retirement Planning, LLC provides discretionary portfolio management and financial planning services to individuals, high net worth clients, and institutional investors. The firm employs a tactical, trend-based investment approach using technical analysis and primarily manages client assets through SEI mutual funds, money market funds, and sweep accounts.

Emily Lopez is a CFP® professional with three years of industry experience. She works at Mills Wealth Advisors, LLC and previously held roles at Cain Watters & Associates and KPMG. In addition to her financial advisory work, Lopez is a Certified Public Accountant. Mills Wealth Advisors, LLC provides wealth management, financial planning, business planning, retirement-plan advisory, and portfolio management services to individuals, high-net-worth clients, executives, and business owners. The firm employs an evidence-based CORE+ investment framework combining broadly diversified, low-cost core holdings with selective satellite positions and emphasizes tax-aware trading and ongoing portfolio monitoring.

Jacob Boen is a financial advisor with GDS Wealth Management in Flower Mound, TX. He holds Series 63 and Series 66 designations and has three years of industry experience. Before joining GDS Wealth Management in 2026, he worked at Farther Finance and Fidelity Investments, among other firms. Prior to his career in finance, he held various roles outside the industry. GDS Wealth Management is a multi-advisor firm serving individual and high-net-worth clients with financial planning, consulting, and investment management services. The firm employs model portfolios guided by research from Raymond James, focusing primarily on asset allocation and discretionary portfolio management.

Stephen Ropes is a financial advisor at Keener Financial Planning with one year of industry experience. He holds a Series 65 designation and previously worked in various roles including at the University of North Texas and North Central Texas College. Outside of financial services, he has been involved with Ropes Repairs. Keener Financial Planning serves individuals, trusts, small businesses, organizations, and occasional pension plans. The firm provides modular financial planning and portfolio management through hourly, flat-fee, or ongoing retainer arrangements, focusing on a long-term, largely passive investment approach using low-cost index funds and ETFs combined with selective active management.

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.

Bryce Chastain is a CFP® professional with 12 years of industry experience, currently serving at CFO4Life. He has worked with CFO4Life Group, LLC since 2017 and Ausdal Financial Partners since 2013. Outside of his advisory role, he provides tax preparation and business consulting services through LMBC II. 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 and ongoing portfolio monitoring, utilizing institutional research and technology to tailor solutions to client objectives.

David Faulkner is a CFP® professional with 22 years of experience in financial advising. He has been a partner at Spectrum Advisors, Inc. since 2016. In addition to his advisory role, he is also licensed as an insurance agent, providing insurance products through Advisors Excel. Spectrum Advisors serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, private business owners, and retirement plan participants. The firm offers portfolio management, financial planning, qualified retirement plan consulting, and third-party money manager selection, using asset-allocation models, fundamental analysis, and regular client reporting as part of its investment approach.

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.

Griffin Eberly is a financial advisor at Mills Wealth Advisors, LLC in Southlake, TX, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Mills Wealth Advisors, he worked at Mary Ellens Tux Shop, Marshalls, and Christ Episcopal School. Mills Wealth Advisors provides wealth management, financial planning, business planning, retirement-plan advisory, and portfolio management services to individuals, high-net-worth clients, executives, and business owners. The firm employs an evidence-based CORE+ investment framework combining diversified mutual funds and ETFs with selective satellite positions, emphasizing tax-aware trading and ongoing monitoring aligned with client goals.