Gwendolyn Louie is a Series 65 licensed financial advisor with Provision Asset, LLC, based in Little Elm, TX. She has four years of industry experience and has been with Provision Asset in various capacities since 2018. Prior to her advisory career, she worked at HomeMaker from 2009 to 2018. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies. The firm manages assets on a discretionary basis using fundamental, technical, and cyclical analysis and offers services including portfolio management, comprehensive financial planning, and qualified plan consulting.

Jordan Salim is a ChFC® credentialed financial advisor with one year of industry experience. He is currently with Corus Family Wealth Advisors, Inc. and has previously worked at 3:23 Financial Services LLC, Patmos Capital Partners, and Pinnacle Family Office. Outside of his advisory role, he serves as an analyst at Patmos Capital Partners. Corus Family Wealth Advisors provides discretionary portfolio management, financial planning, and family office services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment approach focuses on diversified, low-cost institutional mutual funds and ETFs guided by modern portfolio theory, with access to private placements and alternative investments tailored to client needs.

Cole Mc Clellan is a financial advisor at Corus Family Wealth Advisors, Inc. in McKinney, TX, holding a Series 65 credential with five years of industry experience. Prior to joining Corus Family Wealth Advisors, he worked at PwC from 2017 to 2021. He is also the manager of First Light Brothers, LP, where he oversees land investment evaluation and assists with accounting, tax, and legal matters. Corus Family Wealth Advisors provides discretionary portfolio management, financial planning, and family office services to a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a long-term, asset allocation-driven investment approach using diversified mutual funds, ETFs, separately managed accounts, and occasionally private placements and proprietary private funds.

Lisa More is a CFP® professional with seven years of industry experience. She currently serves as an advisor at Steadtrust LLC and previously worked at B. Riley Wealth Advisors, Inc., National Financial Asset Management, and Wells Fargo. Steadtrust LLC is a team advisory firm managing approximately $439 million with nine advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, and pension consulting, employing a range of investment strategies and typically managing accounts on a discretionary basis.

Jeffrey Bowlby is a financial advisor at Dash Investments with 12 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fisher Investments, Bank of America, Merrill, and Cetera. Outside of his advisory role, he is a partner in Starsworn Entertainment LLP, a company focused on creating, publishing, and promoting serial progression fantasy. Dash Investments provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, estates, and trusts, generally targeting accounts with at least $1,000,000 in investable assets. The firm employs a long-term, value-oriented investment approach with integrated financial planning and tax analysis.

Gary Ahr is a ChFC® professional with 45 years of experience in the financial services industry. He joined EQ Wealth Advisors in 2023 after spending 25 years with Lincoln Financial Advisors Corporation. In addition to his advisory role, he is also licensed as an agent involved in the sale of fixed life and health insurance and offers life settlements. EQ Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, foundations, and employer-sponsored plans. The firm employs an active, tactical investment approach that includes a mix of ETFs, mutual funds, individual securities, fixed income, and alternative investments, alongside tax-aware strategies and third-party research tools.

Vyoma Patel is a financial advisor at Strata Wealth Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Mutual Securities, Inc. and Lincoln Financial Advisors Corporation. Patel is also an independent insurance agent, assisting clients with life, disability, and long-term care insurance matters. Strata Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and cash management services to individuals, trusts, estates, and institutional clients. The firm employs a tailored investment approach that includes equities, fixed income, mutual funds, ETFs, options, and alternative investments, supported by ongoing monitoring and rebalancing.

Ross Powell is a CFP® professional with five years of industry experience, currently serving as an advisor at Insight Wealth Partners since 2020. Prior to this, he worked for six years at KHA Accountants, PLLC. He is also a Certified Public Accountant and Licensed Insurance Agent, providing tax preparation, accounting services, and insurance product recommendations outside of his advisory role. Insight Wealth Partners is a multi-team advisory firm serving individuals, trusts, retirement plans, and businesses with financial planning, portfolio management, and pension consulting. The firm employs a blend of Modern Portfolio Theory–based asset allocation and tactical strategies, including a Synthetic Equity Portfolio, while also conducting due diligence on third-party managers and providing ongoing portfolio oversight.

Jerred Crowley is a financial advisor with Bright Wealth Management, LLC in Lewisville, TX. He holds Series 63 and Series 65 licenses and has three years of industry experience, including prior roles at Charles Schwab and TD Ameritrade. Before entering the financial sector, he worked in other industries such as Cotiviti and Audio Fidelity. 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 with tailored asset-allocation models and continuous supervision, managing approximately $265 million across roughly 175 clients.

Kara Wilson is a financial advisor at Moss, Luse & Womble, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at East Texas Baptist University and Parker School Uniforms, LLC. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing fee-based portfolio management, financial planning, and pension consulting. The firm uses a tactical allocation approach focused on exchange-traded funds and mutual funds and offers additional services such as accounting, tax preparation, and estate planning.

Robert Holland is a financial advisor at Astra Wealth Management Group in Plano, TX, holding Series 63 and Series 66 licenses with 50 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments, Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. He is also a director of Tychee Wealth Partners LLC, an operating company supporting the registered investment adviser. Astra Wealth Management Group provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified portfolios that include mutual funds, ETFs, options, structured products, and alternatives.

Stephen Howard is a financial advisor at Howard Financial Services, Ltd. in Dallas, TX, holding a Series 65 designation with 14 years of industry experience. He has been with Howard Financial Services since 2011. Howard Financial Services, Ltd. is a fee-only wealth management firm serving high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm offers investment management, financial planning, tax and legacy planning, and business succession and M&A consulting, typically managing client portfolios on a discretionary basis with strategic asset allocation across multiple asset classes.

Emily Schulman is a CFP® professional with six years of industry experience, currently serving at Guidestone Advisors. Her prior roles include positions with Equitable Advisors, LLC, AXA Advisors, and GuideStone Financial Resources. She also has experience with Dallas Baptist University and involvement with Girlstart. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and high-net-worth clients. The firm uses a faith-based investing policy and primarily implements client strategies through model portfolios and discretionary management.

Adam Keller is a CFP® with 21 years of industry experience, currently serving as an advisor at Apeiron in Dallas, TX. His work history includes roles at Three Oaks Advisory Group, Aperion RIA, LLC, WFG Investments Inc, and Ameriprise. Outside of his advisory work, he is a member-owner of AKRELLA LLC, a business management entity, and he also works as an independent insurance agent, dedicating about 10% of his time to selling recommended insurance products. Apeiron provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, and institutional clients. The firm employs a discretionary, holistic approach to portfolio management, utilizing multiple analysis methods and a range of investment options while acting as a fiduciary for retirement accounts.

Crystal Billing is a CFP® professional with 19 years of experience in the financial services industry. She has worked at SFMG Wealth Advisors since 2016, following roles at Cfo4 Life, L.P., LPL Financial, and Spectrum Strategies, L.L.C. She holds a Series 66 license. SFMG Wealth Advisors is a team-based firm providing integrated financial planning and discretionary portfolio management to individuals, families, pension plans, trusts, and corporate clients. The firm’s approach includes personalized investment programs guided by an investment policy statement and a centralized Investment Committee, with services that span mutual funds, ETFs, private equity, private credit, and estate and tax coordination.

Victor Berlizov is a financial advisor at Cottonwood Capital Advisors in Irving, TX, holding a Series 65 designation. He has worked in the industry since 2021, with prior experience at BAKC, LLP, CBIZ, Inc., Farrell & Hardeman, LLC, and B&T Advisors, LLC. Cottonwood Capital Advisors provides financial planning, retirement-plan consulting, and discretionary asset management for individuals, pension and profit-sharing plans, charitable organizations, and other entities. The firm employs a mix of asset allocation, fundamental and quantitative analysis, and manages accounts primarily on a discretionary basis using third-party platforms and models grounded in modern portfolio theory.

James Rose is a financial advisor with Steadtrust LLC, holding a Series 66 license and 20 years of industry experience. Prior to joining Steadtrust in 2025, he worked at B. Riley Wealth Advisors, Inc., National Asset Management, and United Advisors Services, LLC. Outside of his advisory role, he co-administers family investments and is involved in managing a tree farm as a partner. Steadtrust LLC is a team advisory firm managing approximately $438.9 million with nine advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, and pension consulting, using a range of investment strategies including long- and short-term trading and alternative vehicles, typically managing accounts on a discretionary basis.

Albi Kacani is a CFP® and holds a Series 65 license with 13 years of industry experience. He has been with Howard Financial Services, Ltd. since 2013. Howard Financial Services provides personalized investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm focuses on strategic asset allocation and employs fundamental, technical, and quantitative analysis in security selection and portfolio construction.

Aidan Daly is a CFA® charterholder at Brady Martz Wealth Solutions, LLC with one year of experience in financial services. Prior to joining Brady Martz, he worked at Cbiz, Avantax/Cetera, INPRS, and held roles in education at Miami University and Hudson High School. Brady Martz Wealth Solutions provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold investment philosophy, implementing client accounts primarily through mutual funds and ETFs while offering ongoing portfolio oversight and planning services.

Shannon Pope is a CFP® professional with five years of industry experience, currently serving at SFMG Wealth Advisors since 2018. Prior to joining SFMG, Pope worked at RGT Wealth Advisors and PFG Advisors. SFMG Wealth Advisors is a team-based wealth management firm that provides integrated financial planning and discretionary portfolio management to individuals, families, pension plans, trusts, and corporate clients. The firm builds personalized investment programs guided by an investment policy statement and a centralized Investment Committee, offering a combination of strategic allocations, tactical adjustments, and options for values-based investing.