Michael Goodman is a financial advisor at Parkway Wealth Management Group, LLC with 51 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Parkway Wealth Management Group in various capacities since 2016. Additionally, he is separately licensed as an independent insurance agent. Parkway Wealth Management Group, LLC is a registered investment adviser managing approximately $1.22 billion in discretionary assets, serving individuals, families, business owners, pension plans, charitable entities, and institutional clients. The firm employs a personalized investment approach that includes diversified portfolios across multiple asset classes and utilizes both in-house and third-party models, typically managing accounts on a discretionary basis.

Michael George is a Series 65-credentialed advisor at CMG Wealth Management with one year of industry experience. He previously worked at Blackland Group LLC for 16 years. Michael is based in Plano, TX, and is part of a six-advisor team. CMG Wealth Management serves individuals, non-profit organizations, corporations, and other business entities, offering asset management, retirement-plan consulting, and due diligence reports on private investments. The firm employs a blend of fundamental and technical analysis with modern portfolio theory to tailor investment strategies to client objectives and risk tolerances.

David White is a financial advisor at SFMG Wealth Advisors with 24 years of industry experience. He holds a Series 63 designation and has been with SFMG Wealth Advisors since 2007. SFMG Wealth Advisors is a team-based firm that provides integrated financial planning and discretionary portfolio management to individuals, families, pension plans, trusts, and corporate clients. The firm uses a centralized Investment Committee to implement personalized investment programs and emphasizes ongoing team-based planning and regular portfolio reviews.

Mark Lagrone is a CFA® charterholder and holds the Series 66 designation with 13 years of industry experience. He is currently with Bright Wealth Management, LLC and its affiliate Bright Equities, LLC, where he has held roles since 2016, including Senior Vice President and Director of Bright Equities. In that capacity, he manages deal flow and due diligence for private and public investments and assists in managing model portfolios. 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 for about 175 clients through a team of seven advisors, offering discretionary portfolio management based on tailored asset-allocation models and continuous supervision.

David Evaul is a financial advisor at Crescent Advisor Group, Inc. based in Plano, TX, holding a Series 65 designation with 20 years of industry experience. He serves as general counsel to USSSA and is president of 300 Resources, Inc., both roles outside the investment industry. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to a diverse client base, including individuals, families, institutions, and non-profits. The firm employs a combination of technical and fundamental analysis and offers a range of investment strategies, supported by a network of affiliated business lines and professionals.

Juan Martinez Sr. is a financial advisor with Crescent Advisor Group, Inc. holding Series 63, 65, and 66 licenses and 27 years of industry experience. He has served as a professor at Dallas College since 2007. Martinez also holds an officer position with The 3525 Condominium, a nonprofit organization, where he oversees budgeting and financial obligations. Crescent Advisor Group provides financial planning and portfolio management services to a diverse client base, including individuals, families, institutions, and non-profits. The firm employs a combination of technical and fundamental analysis and offers a variety of investment strategies, supported by a network of affiliated business lines and professionals.

Thomas Kowalczyk is a financial advisor at SteadTrust with 16 years of industry experience. He holds the Series 66 designation and has previous experience at B.Riley Wealth Management and WFG Investments. SteadTrust 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/401(k) consulting, employing a variety of investment strategies and managing accounts primarily on a discretionary basis.

Erika Howell is a CFP® and holds a Series 66 license, with three years of industry experience. She has worked at Moss, Luse & Womble, LLC since 2025 and previously held roles at Ausdal Financial Partners, INC and CFO4Life. Moss, Luse & Womble serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides fee-based portfolio management, financial planning, and pension consulting, managing client portfolios on a discretionary basis through tactical allocation primarily using exchange-traded funds and mutual funds, supported by proprietary risk-profile investment models and fundamental analysis.

Christopher Corjay is a financial advisor with Black Knight Wealth Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with Black Knight Wealth Management since 2021 and previously worked at Vision Advisors, Inc. for 13 years. Corjay is also a co-owner and CFO of 1 Plus 1 Equal 3, Inc. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination of broader personal services. The firm employs a diversified investment approach, including fundamental, quantitative, and technical analysis, and maintains multiple offices and affiliated investment activities.

Kenneth Blattenbauer Jr. is a financial advisor at Kingstone Capital Partners Texas, LLC with 18 years of industry experience. He holds the Series 66 and Series 63 licenses and has held leadership roles including CEO and CCO at Kingstone Capital Partners Texas since 2015. His background includes positions at Firethorn Investment Advisory LLC, KB Squared Investments, LLC, and Midland National Life Insurance Co. He is also licensed as an insurance agent and involved in multiple affiliated entities related to insurance and financial planning. Kingstone Capital Partners Texas, LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm uses a combination of bottom-up fundamental analysis and top-down overlays in its Core Investment Strategy, incorporating direct equity holdings, ETFs, derivatives exposure, and quantitative risk controls.

Jonathan Mc Entire is a financial advisor with Provision Asset, LLC and holds a Series 65 credential. He has five years of industry experience and has worked with Provision Asset since 2020. Prior to this, he held roles at Hilton Hotels, Omni Hotels and Resorts, and Highland Dallas Hotel. Additionally, he is active as an insurance agent with Provision Retirement, LLC. 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 provides ongoing portfolio management, comprehensive financial planning, and qualified plan consulting, utilizing fundamental, technical, and cyclical analysis to construct and monitor diversified portfolios.

Christopher Cayet is a CFA® charterholder with four years of industry experience. He has been with SFMG Wealth Advisors since 2016. SFMG Wealth Advisors is a team-based wealth management firm serving individuals, families, pension plans, trusts, and corporate clients. The firm offers integrated financial planning and discretionary portfolio management, employing a centralized Investment Committee to guide personalized investment programs with options for values-based investing.

Glen Smith is a CFP® with 21 years of industry experience, currently serving at GDS Wealth Management. His prior experience includes roles at Raymond James Financial Services and Bank of America. He is also the proprietor of GGTLS and has passive investments in a cleaning product company. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets through a multi-advisor team, utilizing model portfolios informed by Raymond James research across a range of equity and fixed income allocations.

Mark Petersen is a financial advisor at Crescent Advisor Group, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Lighthouse Life Capital and Emerson Equity LLC. Outside of his advisory role, he serves as Vice President of Another Story, Inc., a nonprofit educational and advocacy organization. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to individual and institutional clients, employing a range of investment strategies from long-term purchases to alternative investments. The firm distinguishes itself through its network of affiliated business lines and a multi-disciplinary team approach.

Robert Alston Jr. is a financial advisor at Quadcap Wealth Management, LLC in Frisco, TX, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Quadcap Wealth Management for over a decade. QuadCap Wealth Management provides investment management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm combines traditional advisory work with technology-driven solutions, including an AI-enabled platform for estate planning and integrated tax preparation, tailoring strategies to clients’ specific goals and needs.

Jeffrey Moss is a CFP® with 22 years of industry experience, currently serving at Moss, Luse & Womble, LLC since 2010. He previously worked at Cain, Watters & Associates, LLC and Kestra Investment Services, LLC. Moss, Luse & Womble serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm manages discretionary portfolios using tactical allocation and primarily invests in exchange-traded funds and mutual funds, offering additional services such as financial planning, pension consulting, and estate planning.

Daniel Stewart is a CFA® charterholder with 24 years of industry experience. He has been with Revere Asset Management since 2016 and holds Series 63 and Series 65 licenses. Revere Asset provides discretionary investment management and advisory services to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a trend-following, rules-based investment approach that integrates technical, fundamental, and cyclical analysis, emphasizing systematic risk control and daily transparency.

Jason Dallmann is a financial advisor at WealthStar Advisors, LLC in Plano, TX, with 22 years of industry experience. He holds a Series 66 designation and has worked at WealthStar Advisors since 2013 and LPL Financial since 2012. 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 to seek equity-like returns with reduced direct equity exposure.

Dustin Nunley is a CFP® professional with nine years of industry experience, currently serving at Moss, Luse & Womble, LLC since 2017. Prior to joining the firm, he worked at RGT Wealth Advisors for three years. Moss, Luse & Womble provides fee-based portfolio management, financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm manages client portfolios on a discretionary basis using tactical allocation strategies focused on exchange-traded funds and mutual funds, and also offers ancillary services including accounting and tax preparation for business clients.

Michael Cooper is a financial advisor at United Advisors America with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at United Advisors America since 2009 and Alliance America Corporation since 2010. In addition to his advisory role, he serves as a Regional Sales Director at Alliance America Corporation, a life and health insurance agency. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach with customized asset allocations, using mutual funds, ETFs, and select exchange-traded products, while allowing clients to set reasonable investment restrictions.