Devin De Lapp is a CFP® professional with eight years at SFMG Wealth Advisors and five years of industry experience. Prior to joining SFMG, Devin held roles at Texas Tech University Transition and Engagement. 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 with a focus on personalized investment programs guided by an Investment Committee, incorporating a range of investment options including mutual funds, ETFs, private equity, and estate and tax coordination.

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 CFP® with 29 years of industry experience, currently serving at WealthStar Advisors, LLC since 2013. His prior roles include positions at Independent Financial Partners, Peregrine Diversified Investment Services Corp., Concordius Capital Advisors, Brewer Investment Advisors, and Ameriprise. Outside of his advisory work, he is a partner and owner of Chase Oaks LLC, a real estate holding company established for financial planning purposes. WealthStar Advisors, LLC provides investment advice and financial planning to individuals, high-net-worth clients, and small business owners. The firm uses a customized, quantitatively informed approach incorporating client questionnaires, optimization models, and a proprietary Equity Substitution Strategy that employs fixed-income vehicles alongside long-dated options and derivatives in portfolio management.

Charles Triplett is a financial advisor at Parkway Wealth Management Group, LLC in Plano, TX, with 28 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. 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 offers a personalized investment approach that includes portfolio management, financial planning, 401(k) advisory services, and ad hoc consulting, utilizing both in-house and third-party asset allocation models.

Dominic Cooper is a financial advisor at United Advisors America with a Series 65 credential and one year of industry experience. Prior to his current role, he has worked at VisaNotary, Alliance America, and held positions outside of the financial industry at Rally House and New Balance. He is also active as an insurance agent with Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, using a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios that include mutual funds, ETFs, and select exchange-traded products. The firm manages approximately $353.7 million in assets and offers both discretionary and non-discretionary portfolio management along with complimentary financial planning services.

Madison Broyles is a financial advisor at Astra Wealth Management Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including PURSHE KAPLAN STERLING INVESTMENTS, Americana Partners, and Axa Advisors. Astra Wealth Management Group is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.3 billion and employs a long-term investment approach that combines fundamental, technical, cyclical, and charting analysis to tailor portfolios to client goals and risk tolerances.

Kayla Taylor is a financial advisor with AssetBuilder, Inc. in Allen, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior work includes roles at Neon Cycle LLC, David Means, and Equitable Advisors. Outside of advising, she is a managing member and 50% owner of Lily Among Thorns LLC. AssetBuilder, Inc. is a fee-only investment adviser managing approximately $813 million through a team of eight advisors. The firm provides discretionary portfolio management and financial planning, focusing on diversified asset allocation with a buy-and-hold approach centered on Dimensional Fund Advisors funds.

Richard Follett II is a ChFC® credentialed financial advisor with 18 years of industry experience. He is currently affiliated with United Advisors America, where he has worked since 2008. Follett also serves as Senior Vice President of UF Resources Corporation and is an insurance agent for Alliance America Corporation, a life and health insurance agency. United Advisors America serves individual investors, particularly those at or near retirement, as well as pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based investment approach, utilizing model portfolios, tailored asset allocation, and periodic rebalancing, while offering complimentary financial planning upon request.

Delonte Harrell is a financial advisor at QuadCap Wealth Management, LLC with four years of industry experience. He holds a Series 65 credential and has held roles in various fields, including investment advisory and valet parking services. Prior to joining QuadCap, Harrell worked at companies such as Golden Crown Valet and McAdam LLC. QuadCap Wealth Management provides investment management and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm combines traditional portfolio management with technology-enabled estate planning and tax preparation services tailored to clients’ specific goals and circumstances.

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.

Robert Maxwell is a financial advisor at Collective Wealth Advisors LLC with 20 years of industry experience. He holds a Series 65 designation and has held roles at several homebuilding companies including D. R. Horton, Toll Brothers, Olivia Clarke Homes, Mattamy Homes, and Lennar. Outside of his advisory work, he is also active as a real estate agent with Toll Brothers. Collective Wealth Advisors LLC offers fee-based investment management and financial planning services to individuals, charitable organizations, businesses, and qualified retirement plans. The firm combines independent account administration, access to multiple sub-advisors, and educational seminars to support client goals and provide plan-level fiduciary services.

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.

Cameron Ressetar is a CFP® and Series 66 credentialed advisor with 12 years of industry experience. He is currently with SteadTrust, where he has worked since 2025. Prior to this, he held roles at Apeiron Planning Partners, Atlas Wealth Advisors LLC, National Asset Management, National Securities Corporation, and WFG Investments Inc. Outside of his advisory work, Ressetar owns Caddie Collaborative Divorce, a divorce consulting service that assists clients with financial organization and settlement planning. SteadTrust LLC is a team advisory firm managing approximately $438.9 million in assets across nine advisors. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and pension consulting with a diversified investment approach that includes discretionary account management and alternative investment strategies.

Alex Schremmer is a financial advisor at GDS Wealth Management with four years of industry experience. He holds the Series 66 designation and has previously worked at Keene Insight Financial Strategies, AGH, BKD, and Washburn University. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management services. 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, using a mix of equities, fixed income, mutual funds, ETFs, and other instruments.

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.

Levi McMellian is a financial advisor at CFO4Life with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CFO4Life and its related entities since 2007. Beyond his advisory role, he owns a fitness center and an Anytime Fitness franchise in Coppell, Texas. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities by providing comprehensive financial planning, discretionary investment management, retirement plan advisory, corporate investment education, and cash-management solutions. The firm emphasizes diversified asset-allocation models and utilizes technology platforms like Morningstar, BlackRock’s Aladdin, and Orion to monitor portfolios.

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.