Katrina Robertson is a financial advisor at Black Knight Wealth Management, LLC with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Strongtower Wealth Management and G.A. Repple & Company. Outside of advising, she is an author, public speaker, and serves as campaign treasurer for the Garland County Tax Collector. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination with other professional advisors. The firm uses a diversified investment approach incorporating fundamental, quantitative, and technical analysis, and offers tailored strategies through discretionary management and model portfolios.

Gail Carrion is a financial advisor at Astra Wealth Management Group with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she owns GLC Legacy LLC, a related investment entity. Astra Wealth Management is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $1.3 billion in assets. The firm employs a long-term investment approach combined with fundamental, technical, cyclical, and charting analysis to tailor portfolios that include mutual funds, ETFs, stocks, bonds, options, and structured products.

Randall White is a financial advisor with ACP Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with ACP Capital Management since 2015 and is also associated with ACP Securities, LLC. He is registered with ACP Capital Management to service personal and family accounts. ACP Capital Management provides discretionary and non-discretionary investment management to individuals, private funds, and institutional clients. The firm uses model-based and manager-led strategies incorporating ETFs, UCITS, fixed income, and alternative exposures, and offers services including separately managed accounts, wrap fee programs, and consolidated wealth reporting.

Christopher Colon is a CFP® with 13 years of industry experience, currently serving at Parkway Wealth Management Group, LLC. His prior experience includes roles at Morgan Stanley from 2012 to 2018 and multiple positions within Parkway and Raymond James Financial Services. He is also licensed as an independent insurance agent through Once Insurance Solutions. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves a diverse client base including individuals, families, business owners, and institutional clients. The firm employs a personalized investment approach with diversified portfolios and offers services such as portfolio management, financial planning, and 401(k) advisory.

Christopher Caporaletti is a financial advisor with Bright Wealth Management, LLC in Lewisville, TX. He holds Series 63 and Series 65 credentials and has 13 years of industry experience. His prior roles include positions at Equitable Advisors, Axa Advisors, and Inwood Asset Management. Bright Wealth Management, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $265 million across about 175 clients and employs discretionary portfolio management with tailored asset-allocation models using a variety of investment vehicles.

Hannah Ellis is a financial advisor with Kingstone Capital Partners Texas, LLC, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Her prior roles include positions at Letter Technologies Inc and KeyBank. Kingstone Capital Partners Texas provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm uses a fundamental bottom-up research process combined with a top-down allocation view and employs derivatives and leveraged ETFs in separately managed accounts as part of its risk management strategy.

Russell Travis is a financial advisor at Crescent Advisor Group, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Crescent Advisor Group since 2012, also serving at Crescent Securities Group since 2001. Outside of advisory work, he is Vice President of Retail Operations at Crescent Securities Group, overseeing broker-dealer operations and assisting with compliance. Crescent Advisor Group, Inc. provides financial planning and portfolio management to a diverse client base, including individuals, families, pension plans, trusts, and institutions. The firm employs a combination of technical and fundamental analysis across various investment strategies and distinguishes itself through a network of affiliated business lines and professionals.

James Nipp is a CFP® professional with 13 years of industry experience and has been with SFMG Wealth Advisors since 2009. He is based in Plano, TX. Outside of his advisory role, Mr. Nipp is a part-owner of Confidence Period, LLC, an investment-related entity focused on private investments. SFMG Wealth Advisors is a team-based firm that offers integrated financial planning and discretionary portfolio management to individuals, families, and institutional clients. The firm combines financial planning with investment management, guided by an Investment Committee that employs strategic allocations and tactical adjustments.

Chris Oberling is a CFP® with 18 years of industry experience, currently serving as an advisor at Parkway Wealth Management Group, LLC. His prior roles include positions at Raymond James Financial Services and Ameriprise. He is also separately licensed as an independent insurance agent through One Insurance Solutions. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves a diverse client base including individuals, families, business owners, pension plans, charitable entities, and institutional clients. The firm provides portfolio management, comprehensive financial planning, and 401(k) plan advisory services, employing a holistic investment approach with portfolios spanning equities, fixed income, mutual funds, ETFs, annuity sub-accounts, and alternative investments.

Richard Stainsby is a CFP® with 35 years of industry experience, currently serving at WealthStar Advisors, LLC since 2021. His prior roles include positions at Spc, Sigma Financial Corporation, and Ameriprise Financial Services, Inc. He is also involved as a licensed insurance agent with various insurance companies. WealthStar Advisors is an independent asset management and financial planning firm serving individuals, high-net-worth clients, and small business owners. The firm employs a proprietary Equity Substitution Strategy and utilizes option strategies and quantitative tools in portfolio construction, managing approximately $791 million in discretionary assets across a 10-advisor team.

James Demarest is a financial advisor at Consilium Wealth Advisory, LLC with two years of industry experience. He holds the Series 65 designation and has worked at Consilium since 2016. 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 offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and project-based consulting, employing quantitative and qualitative analyses to manage portfolios including a discretionary equity-focused strategy.

Matthew Engels is a financial advisor at CMG Wealth Management in Plano, TX, holding a Series 65 designation with one year of industry experience. He has been with CMG Wealth Management since 2021. CMG Wealth Management provides ongoing asset management and advisory services to individuals, high-net-worth clients, non-profit organizations, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory to implement customized investment strategies across a range of asset classes.

Brentt Shropshire is a financial advisor at Black Knight Wealth Management, LLC with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Cambridge Investment Research Advisors, Inc., New York Life Insurance Company, and Merrill. He serves as a board member for the Southern Gateway Deck Park Board. Black Knight Wealth Management provides advisory services to individual and high-net-worth clients, managing portfolios through model Income and Growth strategies or tailored approaches. The firm utilizes a combination of fundamental, quantitative, technical, and modern portfolio theory analyses and offers access to a broad range of investments, including private funds managed by an affiliated adviser.

Kevin Nelson is a CFP® professional with 19 years of experience in financial advising. He has been with Schubert & Company, Inc. since 2006 and currently works at Corus Family Wealth Advisors, Inc. in McKinney, TX. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation strategy using diversified portfolios mainly composed of ETFs and institutional mutual funds, complemented by a broad range of asset classes and third-party research.

Thomas Vendryes is a financial advisor with Eagle Financial Advisors, LLC in Frisco, TX. He holds Series 65 and Series 66 credentials and has 14 years of industry experience. He has been associated with Eagle Financial Advisors since 2014 and also owns Silver Tree Financial, which provides health insurance and fixed annuity products. Eagle Financial Advisors serves individuals, high-net-worth clients, trusts, and corporations by offering portfolio management and third-party manager selection primarily on a non-discretionary basis. The firm uses quantitative techniques, third-party research, and model portfolios to construct and monitor client allocations.

David Dryden is a CFP® and ChFC® with 34 years of experience in financial advising. He has been with Insight Wealth Partners since 2010. Outside of his advisory role, he is involved in commercial real estate management and aircraft leasing through several business entities. Insight Wealth Partners serves individuals, trusts, retirement plans, and businesses by providing financial planning, portfolio management, and pension consulting. The firm employs a blend of Modern Portfolio Theory–based asset allocation and specialized strategies, including a Synthetic Equity Portfolio, and conducts ongoing client portfolio oversight.

Karla Lema is a financial advisor at Steadtrust with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Advisors and National Asset Management. Steadtrust is a team advisory firm managing approximately $439 million across 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 mix of investment strategies and managing accounts on a discretionary basis.

Caitlin Brown is a financial advisor at Moss, Luse & Womble, LLC with nine years of industry experience. She holds a Series 65 designation and has been with Moss, Luse & Womble since 2011. Moss, Luse & Womble provides fee-based portfolio management, financial planning, and pension consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages client portfolios on a discretionary basis using tactical asset allocation focused primarily on exchange-traded funds and mutual funds, and also offers accounting, tax preparation, payroll services, and third-party administration for defined contribution plans.

Michael Cowles is a financial advisor at SFMG Wealth Advisors in Plano, TX, holding the CFP® designation along with Series 63 and 66 licenses. He has 12 years of industry experience, including prior roles at TD Ameritrade, Southwestern Investment Advisory Services, and Fidelity Investments. Cowles has been with SFMG Wealth Advisors since 2021. SFMG Wealth Advisors is a team-based firm providing integrated financial planning and discretionary portfolio management for individuals, families, pension plans, trusts, and corporate clients. The firm employs a combination of institutional and proprietary research, offering personalized investment programs guided by an investment policy statement and a centralized Investment Committee.

Christopher Troseth is a CFP® with 29 years of industry experience. He has been with The Watchman Group, Inc. since 2013, where he works as part of a four-advisor team. The Watchman Group provides fee-only wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm focuses on customized, asset-allocation-driven portfolios and employs a mix of fundamental, quantitative, and qualitative analysis in its investment approach.