Matthew Marsh is a financial advisor with Eagle Financial Advisors, LLC in Frisco, TX, holding Series 65 and Series 66 licenses and four years of industry experience. He has been with Eagle Financial Group since 2016 and joined Eagle Financial Advisors, LLC in 2025. Marsh is the sole owner of Dynamic Retirement Solutions, LLC, a venture offering fixed annuity and life insurance products. Eagle Financial Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, trusts, and business entities, managing roughly $113 million in assets primarily on a non-discretionary basis. The firm uses quantitative analysis, third-party research, and model portfolios to build client-specific investment policies and may recommend independent third-party managers and platform services.

Montana Vega is a financial advisor at GDS Wealth Management with a Series 65 credential and no prior industry experience. Their work history includes roles at several firms, including One Way Holdings, LLC and Farther Finance. GDS Wealth Management serves individual clients, including high-net-worth households, providing financial planning, consulting, and investment management services. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management and retirement-rollover guidance, utilizing model portfolios developed in partnership with Raymond James.

Mark Diamond is an Investment Advisor Representative with Beacon Financial Group based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior work history includes roles at Kestra Advisory and Kestra Investment Services, where he has been employed since 2000 and 2016 respectively. Outside of advisory services, he is the owner of BDE Properties, LLC, a real estate business managed passively. Beacon Financial Group provides wealth management, financial planning, and retirement and trust/estate consulting to individuals, high-net-worth clients, and various organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to customize portfolios aligned with client goals and risk tolerance, managing approximately $1.3 billion in discretionary assets.

Michael Branch is a financial advisor at Parkway Wealth Management Group, LLC with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Cabot Lodge Securities LLC and Raymond James Financial Services. In addition to his advisory role, he is separately licensed as an independent insurance agent through One Insurance Solutions. Parkway Wealth Management Group manages over $1.2 billion in discretionary assets, serving individuals, families, business owners, and institutional clients with a holistic investment approach that includes portfolio management and comprehensive financial planning.

John Garvey is a financial advisor with Bland Garvey Wealth Advisors, LLC in Richardson, TX, holding a Series 65 credential and bringing 19 years of industry experience. He is also a CPA and shareholder at Bland, Garvey, Eads, Medlock & Deppe, P.C., an accounting firm where he spends the substantial majority of his business time. Garvey has been involved with this accounting firm since 1991 and has worked at Bgemd Capital Advisors, LLC since 2005. Bland Garvey Wealth Advisors, LLC serves individuals, charitable organizations, corporations, qualified retirement plans, trusts, and small businesses by providing investment management, retirement-plan advisory, and financial consulting. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing long-term, buy-and-hold asset allocation primarily through passively managed mutual funds and model portfolios.

Ian Evans is a CFP® professional with six years at Moss, Luse & Womble, LLC and a total of four years in the financial industry. His prior experience includes roles at Leon Capital Group and Ernst & Young. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses with fee-based portfolio management, financial planning, and pension consulting. The firm manages client portfolios on a discretionary basis using tactical allocation strategies focused on exchange-traded funds and mutual funds, supported by proprietary risk-profile investment models and fundamental analysis.

Jackson Baker is a financial advisor with Parkway Wealth Management Group, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Parkway, he worked at Raymond James Financial Services Advisors and held positions at Texas Tech University, Blinn College, and Frisco ISD. Parkway Wealth Management Group manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and other institutional clients. The firm employs a personalized investment approach with diversified portfolios across various asset classes and offers services including portfolio management, comprehensive financial planning, and 401(k) plan advisory.

Lisa Gesin is a financial advisor with Worth Financial Group Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Worth Financial Group since 2007, with additional experience at Lone Star Pace, Community Development Associates, SWBC Investment Services, and Chase Investment Services. She also operates Gesin Consulting, providing compliance and supervision services for broker-dealer and investment advisory firms. Worth Financial Group provides discretionary portfolio management services to individuals and high-net-worth clients. The firm’s investment approach integrates cyclical security analysis with fundamental and technical methods, using research from in-house and external sources, and customizes portfolios based on client objectives and risk tolerance.

Heath Flock is a financial advisor at Generational Wealth Advisors with 12 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Talis Advisory Services LLC and Generational Equity, LLC, where he currently serves as Chief Operating Officer and Chief Financial Officer in a non-investment capacity. Generational Wealth Advisors offers discretionary investment management and financial planning to individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans. The firm uses a team-based approach focused on strategic asset allocation, diversification, and periodic rebalancing, primarily employing institutional mutual funds, ETFs, separately managed accounts, and alternative investments.

Gavin Bass is a financial advisor at Parkway Wealth Management Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining Parkway, he worked at Howdy Bros. Moving and spent 12 years with China Spring ISD. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and other institutional clients. The firm employs a holistic investment approach, constructing diversified portfolios across multiple asset classes with strategies ranging from conservative to aggressive.

Soren Schwan is a financial advisor at Atlas with Series 63 and Series 65 credentials and nine years of industry experience. He previously worked at Pittenger & Anderson for four years and has a background that includes direct sales with Norwex. Outside of financial advising, he is involved in direct and online sales of household and cleaning products with Norwex. Atlas provides wealth management and financial planning services to individuals, families, high-net-worth clients, trusts, estates, businesses, and pooled investment vehicles. The firm combines fundamental and technical analysis within a primarily long-term, index-based framework and is notable for sponsoring a private credit fund and offering performance-based fee arrangements.

Bradley Vineyard is a CFP® professional with 26 years of experience in the financial industry. He is currently with Astra Wealth Management Group, where he has worked since 2023. His prior experience includes roles at Wells Fargo Advisors and Merrill. Vineyard is also the managing member of a non-investment related business, T Times Three, LLC. Astra Wealth Management Group provides wealth management, investment 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 that integrates fundamental, technical, cyclical, and charting analysis to construct diversified portfolios using a variety of investment vehicles.

Sebastian Carrillo is a financial advisor at GDS Wealth Management with a Series 65 designation and three years of industry experience. His prior work includes roles at Moss Adams LLP and GoFundMe.org. He has also been involved with educational institutions such as Baylor University and Saint Francis High School. GDS Wealth Management serves individual and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. 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.

Tyler Castle is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. He has worked at Crescent Advisor Group, Inc. and its affiliated broker-dealer, Crescent Securities Group, Inc., since 2019, and previously spent four years at Lowell & Company Inc. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to individual and institutional clients, employing a mix of technical and fundamental analysis and offering both discretionary and non-discretionary management. The firm is notable for its affiliated business lines, including a broker-dealer and an insurance agency, as well as advisers with professional licenses in law and accounting.

Bobby James is a financial advisor at TFR Capital with Series 63 and Series 65 licenses and 41 years of industry experience. He has previously worked at SCF Investment Advisors, INC. and Texas Financial Resources Inc. In addition to his advisory role, James serves as a trustee and assistant to trustees at The Sam Field Foster Foundation, coordinating operations and distributions. TFR Capital provides personalized financial planning and discretionary investment management to individuals, including high-net-worth clients, and entities such as family offices, trusts, estates, and private foundations. The firm’s investment approach combines fundamental, quantitative, and technical analysis overseen by an Investment Committee and implemented by a Chief Investment Officer, focusing on long-term strategies with flexibility for shorter-term trades.

John Ryer is a financial advisor at Nobles & Richards Advisors, LLC in Plano, TX, with 23 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with several firms, including Farmers Insurance and Foundations Investment Advisors. Outside of his advisory role, he is involved with Yrefy, LLC. Nobles & Richards Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, municipalities, and businesses. The firm manages approximately $34 million in assets across about 128 client relationships and utilizes both direct portfolio oversight and third-party sub-advisers, with an investment approach that incorporates fundamental and market-based analysis alongside a range of investment vehicles.

Jordan Riewe is a financial advisor with CFO4Life in Coppell, TX, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining CFO4Life and Ausdal Financial Partners in 2025, he worked at Frost Bank from 2023 to 2025. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities with comprehensive financial planning and discretionary investment management. The firm’s approach emphasizes diversified asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments, supported by portfolio monitoring tools and client education programs.

Ross Mortensen is a financial advisor with GDS Wealth Management, holding a Series 66 designation and eight years of industry experience. He previously worked at Fisher Investments and First Command Financial Planning. GDS Wealth Management provides financial planning, consulting, and investment management services primarily to individual clients and high-net-worth households, managing approximately $1.8 billion in assets through discretionary portfolio management and retirement-rollover guidance. The firm uses model portfolios based on research from Raymond James, with adjustments tailored to client-specific needs.

Scott Stockton is a Certified Financial Planner® with 29 years of industry experience. He has been with WealthStar Advisors, LLC since 2013 and is also affiliated with Independent Financial Partners. Outside of his advisory role, he is a half owner of a pass-through LLC that owns the office building used by his firm and leases to other tenants. WealthStar Advisors is an independent asset management and financial planning firm serving individuals, high-net-worth clients, and small business owners. The firm offers discretionary portfolio management through a wrap fee program and employs a proprietary Equity Substitution Strategy that uses options and quantitative tools alongside third-party sub-advisors to manage approximately $791 million in assets.

Stephen Jenkins is a CFP® with 25 years of industry experience. He is currently with Strategic Portfolio Solutions, LLC and also serves as president of Lake Tower Financial Management, a firm he branded that provides insurance, annuity sales, and financial planning services. Jenkins is a board member of Grapevine Ambucs, a charitable service group focused on fundraising and strategic planning. Strategic Portfolio Solutions primarily serves individual and high-net-worth clients, as well as trusts, estates, and retirement plan participants. The firm offers asset management, financial planning, and consulting, with tailored portfolios that include traditional and active investment strategies, and provides divorce-planning services and educational workshops.