Elizabeth Trecartin is a financial advisor at Penn Davis McFarland Inc. with 11 years of industry experience. She holds the CFP® and Series 66 designations and has worked at Charles Schwab and Charles Schwab bank since 2016. Outside of her advisory role, she is involved with Air B&B. Penn Davis McFarland serves high-net-worth clients, trusts, charitable organizations, and retirement plans, offering financial planning and family office services. The firm employs a fundamental, long-term investment approach focused on publicly traded equities and bonds, and manages approximately $1.36 billion in assets across about 211 client relationships.

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.

Laura Blair is a financial advisor at Vaquero Private Wealth, Ltd. in Dallas, TX, with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill, Purshe Kaplan Sterling Investments, and Syntal Capital Partners prior to joining Vaquero Private Wealth in 2019. Vaquero Private Wealth offers discretionary and non-discretionary investment management and financial planning for individuals, high-net-worth clients, and various institutional and tax-advantaged accounts. The firm builds customized, diversified portfolios using fundamental, cyclical, and technical research, incorporating a range of investment vehicles including ETFs, mutual funds, private funds, and derivatives.

Jason Luse is a financial advisor at Moss, Luse & Womble, LLC with 20 years of industry experience. He has been with Moss, Luse & Womble since 2010 and previously worked at Cain, Watters & Associates, LLC from 2006 to 2010. He holds the Series 65 designation. 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 discretionary client portfolios using a tactical allocation approach focused on exchange-traded funds and mutual funds.

Kenneth Hopkins is a financial advisor with Orion Wealth Management LLC in Richardson, TX, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has previously worked with LPL Financial LLC and Advisor Resource Council. Hopkins serves as a FINRA arbitrator in Texas. Orion Wealth Management LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental, quantitative, and technical analysis with modern portfolio theory, focusing on long-term trading across various asset classes and offers both custody account management and advisory oversight of held-away retirement accounts.

Bradley Phelan is a financial advisor with Crescent Advisor Group, Inc. in Plano, TX, holding a Series 65 credential and having 10 years of industry experience. Since 2016, he has also been the owner and sole shareholder of GJ 627, Inc., a consulting business that advises business owners on strategy, processes, and planning. Crescent Advisor Group, Inc. serves a diverse client base including individuals, families, high-net-worth clients, and institutional entities, offering financial planning, portfolio management, and pension consulting. The firm employs a comprehensive investment approach that integrates technical and fundamental analysis and manages both traditional and alternative investment strategies.

Jeffrey Wolf is a Certified Financial Planner (CFP®) with 29 years of industry experience. He has worked at WealthStar Advisors, LLC since 2013 and holds additional experience with Independent Financial Partners, Ameriprise, and several other firms. Outside of advising, he is a partner in a real estate holding company established to own a building for financial planning purposes. WealthStar Advisors, LLC serves individuals, high-net-worth clients, and small business owners with investment advice, portfolio management, and comprehensive financial planning. The firm uses a quantitatively driven, customized approach that includes proprietary strategies involving fixed-income investments and long-dated options.

Gary Estes is a financial advisor at Perryman Financial Advisory, Inc. with 15 years of industry experience. He holds a Series 63 designation and has been with Perryman Financial Advisory since 2010. In addition to his advisory role, he is president of Garmarjon, LLC, an oil and gas company. Perryman Financial Advisory, Inc. is a six-advisor team managing approximately $796 million for around 432 clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan services, combining fundamental and technical analysis with ongoing portfolio management.

Donald Hall is a financial advisor with MIAI, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at MIAI, Inc. and Maplewood Investment Advisors since 2012. MIAI, Inc. is a team-based advisory firm managing approximately $213 million for around 274 clients, providing investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, corporations, and charitable organizations. The firm offers services through its proprietary MIAI Advisor Program and the Fidelity Managed Account Xchange platform, typically managing assets on a discretionary basis guided by client questionnaires and investment policy statements.

Jason Kobza is a CFA® charterholder with six years of industry experience. He has been with Moss, Luse & Womble, LLC since 2019 and previously worked at MSCI from 2011 to 2019. Outside of his advisory role, he is a member of MLWK Holdings, a Dallas-based accounting software company involved in project management. Moss, Luse & Womble, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, offering fee-based portfolio management, financial planning, and pension consulting. The firm manages client portfolios on a discretionary basis using tactical asset allocation, with an investment focus on exchange-traded funds and mutual funds supported by fundamental analysis.

Colesen Evans is a financial advisor with Lexington Hill Partners, LLC in Dallas, TX, holding a Series 65 designation and eight years of industry experience. Prior to joining Lexington Hill Partners in 2019, he worked at Cypress Point Wealth Management and Winstead PC. Lexington Hill Partners provides wealth management and investment advisory services to individuals and high-net-worth families, including trusts and corporate entities. The firm focuses on long-term, low-turnover portfolios with diversified asset allocation and offers discretionary portfolio management alongside tailored consulting services for complex family needs.

Jonathon Bolt is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Crescent Advisor Group, Inc. and Crescent Securities Group, Inc. since 2019, following earlier roles at Lowell & Company Inc, Prosperity Bank, and Raider Ranch. He occasionally sells life insurance as a sole proprietor. Crescent Advisor Group, Inc. provides financial planning and portfolio management to individual and institutional clients, using a combination of technical and fundamental analysis. The firm offers a range of strategies from long-term investments to alternative products and maintains affiliated business lines including a broker-dealer and insurance agency.

David Dryden is a CFP® and Series 65-licensed advisor at Insight Wealth Partners with four years of industry experience. His background includes roles in financial advisory and academic positions at Kansas State University and Baylor University. He is also an independent life insurance agent, assisting clients with policy applications and reviews. Insight Wealth Partners manages over $1.1 billion in discretionary assets, serving individuals, families, trusts, corporations, and retirement plan sponsors. The firm employs a multi-advisor team approach and combines strategic and tactical asset allocation with fundamental and technical analysis to provide comprehensive portfolio management and planning services.

Raymond Brubaker is a financial advisor at View Capital RIA, LP in Dallas, TX, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with View Capital RIA and its affiliated firm, VCA Securities, since 2011. View Capital RIA, LP manages approximately $1.82 billion for a client base that includes individuals, ultra-high-net-worth families, institutions, and pooled investment vehicles. The firm provides advisory and consulting services through two programs, offers access to multiple asset classes, and employs a combination of fundamental and technical analysis, asset allocation modeling, and independent manager selection within both discretionary and non-discretionary account structures.

Stephanie Byrd is a CFP® and holds a Series 65 license with 22 years of industry experience. She has been with Bluffview Ria since 2005. Byrd is based in Dallas, TX. View Capital RIA, LP provides investment advisory and consulting services to individual, high-net-worth, and institutional clients through advisory and consulting programs. The firm constructs portfolios by selecting and monitoring independent asset managers and oversees pooled investment vehicles that offer access to private equity, direct debt, and energy opportunities.

Trevor Freeman is a CFP® professional at Moss, Luse & Womble, LLC with approximately four years of industry experience. His background includes roles at Ernst & Young, LLP and Baylor University prior to joining his current firm. 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 employs a tactical allocation approach with a focus on exchange-traded funds and mutual funds, and also offers accounting, tax preparation, and payroll services to business clients.

Norma Spencer is a financial advisor with Bland Garvey Wealth Advisors, LLC in Richardson, TX, holding a Series 65 designation and nine years of industry experience. She has worked with Bland Garvey, PC, and Bland Garvey Wealth Advisors since 2006. Outside of her advisory role, Spencer manages retirement services at Bland Garvey, PC, dedicating significant time to this non-investment-related accounting function. Bland Garvey Wealth Advisors, LLC provides investment management, retirement-plan advisory, and financial consulting to individuals, charitable organizations, corporations, trusts, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing long-term, buy-and-hold asset allocation primarily using passively managed mutual funds and model portfolios.

James Perryman is a CFP® professional with 23 years of industry experience. He is affiliated with Perryman Financial Advisory, Inc. and Perryman Securities, Inc., where he has worked since 2001 and 2002, respectively. He serves on the investment committee for the Ronald McDonald House of Dallas, overseeing the endowment’s outside investment manager. Perryman Financial Advisory, Inc. is an SEC-registered investment adviser with a six-advisor team managing approximately $796 million for about 432 clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan services, utilizing a process that combines fundamental and technical analysis with ongoing portfolio management.

Walter Nelson is a financial advisor with Cabin Advisors, LLC in Rockwall, TX, holding Series 66 and Series 63 credentials and 15 years of industry experience. His prior roles include positions at Arete Wealth Advisors LLC, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory work, he is involved in motivational speaking and corporate coaching through Bethany Williams Enterprises and serves as a board member and partner of Blue Line Ambassadors, a nonprofit supporting Fort Worth police officers. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across a team of 14 advisors. The firm provides financial planning, portfolio management, unified managed accounts, and sub-advisory services, employing a blend of fundamental, technical, cyclical, and asset-allocation analysis in its investment approach.