Szilvia Nador is a financial advisor at Moss, Luse & Womble, LLC with a Series 65 designation and four years of industry experience. Her prior work includes positions at KPMG, Whole Foods Market, and Wells Fargo. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by offering discretionary portfolio management, financial planning, and pension consulting. The firm uses a tactical allocation approach with proprietary investment models tailored to client risk profiles and also provides integrated accounting, tax preparation, payroll, and third-party administrator services to business clients and retirement plans.

Jacob Andrew Howeth is a Series 66-registered advisor at Generational Wealth Advisors with eight years of industry experience. His work history includes roles at Fisher Investments, CUSO Financial Services, and Fidelity before joining Generational Wealth Advisors. Generational Wealth Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans. The firm uses a multi-disciplinary team approach emphasizing strategic asset allocation, diversification, and periodic rebalancing, primarily employing institutional mutual funds, ETFs, separately managed accounts, and alternative investments.

Matthew Bryan is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Moss, Luse & Womble, LLC since 2012. Moss, Luse & Womble, LLC advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using proprietary risk models and combines investment advisory services with accounting, tax preparation, payroll, and third-party administration support for retirement plans.

Jennifer Grant is a CFP® professional with 10 years of experience in the financial services industry. She has been with Perryman Financial Advisory, Inc. and Perryman Securities, Inc. since 2017. Prior to that, she worked at Financial Gravity Wealth Inc. and operated Grant Associates Consulting, which includes a family fitness camp business. Grant also serves on the finance committee of First United Methodist of Richardson and is a director overseeing the budget for The Ark House, a nonprofit providing low-cost housing to patients traveling to Dallas for medical care. Perryman Financial Advisory, Inc. is an SEC-registered investment adviser with a team of eight advisors managing over $1 billion for approximately 510 clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans.

Christopher Wood is a financial advisor with Cabin Advisors, LLC in Grapevine, TX, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Arete Wealth Management and Medtronic. He is also a partner at Arno Wealth, LLC, an investment-related tax and financial planning service. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing over $220 million across more than 360 client relationships. The firm offers financial planning, portfolio management, and sub-advisory services, employing a range of analytical approaches and due diligence on alternative investments.

Terrance Hutchins is a CFP® with 16 years of industry experience. He is currently with Stevens Capital Partners and previously worked at Logos Financial Group LLC, Logos Tax and Business Solutions, and Allstate Insurance Co. He is a partner in SCP Tax LLC, a tax preparation and CFO services firm. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses with approximately $810 million in assets under management. The firm provides customized investment management and comprehensive financial planning, utilizing fundamental analysis and modern portfolio theory.

Travis Ferguson is a financial advisor at Moss, Luse & Womble, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with the firm since 2012. Moss, Luse & Womble, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers fee-based discretionary portfolio management, financial planning, pension consulting, and provides accounting, tax preparation, and payroll services. Their investment approach uses tactical allocation based on fundamental analysis and proprietary risk models tailored to client objectives, primarily utilizing exchange-traded funds and mutual funds.

Daniel Dooley is a financial advisor with MIAI, Inc. in Dallas, TX, holding a PFS™ designation and securities licenses Series 63 and Series 65. He has 37 years of industry experience and has been with MIAI since 2004. Dooley also serves as a director of the Blanche Stanley Foundation, where he assists in managing the foundation’s assets. MIAI, Inc. is a team-based firm providing investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, corporations, charitable organizations, and plans. The firm manages approximately $213 million for around 274 clients, using both proprietary and third-party platforms, and offers discretionary portfolio management guided by client objectives and investment policies.

Owen Mccabe is a financial advisor at Astra Wealth Management Group with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is the sole managing member of OTM Family Investments, LLC, an investment-related business. Astra Wealth Management Group serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing $1.568 billion in assets. The firm employs a long-term investment approach utilizing fundamental, technical, cyclical, and charting analysis to construct diversified portfolios across various asset types and offers both discretionary and non-discretionary account services.

Mary Harris is a financial advisor at QuadCap Wealth Management, LLC in Frisco, TX, holding a Series 66 designation with 21 years of industry experience. She has been with QuadCap since 2017 and previously worked at Stephen Cook, FullCircle Wealth, and Triad Advisors, Inc. from 2015 to 2017. QuadCap Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities, offering portfolio management, financial planning, and tax preparation services. The firm emphasizes customized asset allocations for clients near or in retirement, using lifetime cash-flow projections and a range of investment vehicles.

Peter Mahony is a financial advisor at Meristead Wealth, LLC holding a Series 65 designation with three years of industry experience. His prior work includes roles at Stansberry Asset Management and Stevens Transport. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, emphasizing separately managed accounts and third-party asset management programs. The firm integrates macroeconomic analysis with fundamental research to pursue value-oriented allocations across global equities and credit, and it manages private credit funds targeted to accredited and qualified investors.

Douglas Bartol is a financial advisor at Nexus One Financial Advisors LLC in Plano, TX, holding the CFP® and ChFC® designations with 29 years of industry experience. Before joining Nexus One in 2025, he worked for Retirement Planners of America for 14 years. Bartol is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. Nexus One Financial Advisors LLC is an SEC-registered firm serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm provides discretionary wealth management and financial planning, emphasizing customized, long-term portfolio construction with diversified mutual funds and ETFs, while also incorporating individual securities and alternative investments as appropriate.

Emma Callaway is a financial advisor at Guidestone Advisors with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at GuideStone Financial Resources and BlueSprig. Emma also has a background in education and retail, having worked at Dallas Baptist University and Chick-fil-A. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm applies a faith-based investing policy and uses model portfolios primarily composed of affiliated GuideStone Funds, with options for unaffiliated mutual funds and third-party managed accounts.

Corey Drejas is a financial advisor at Meristead Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Stansberry Asset Management and Trustco Bank. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs a value-oriented, opportunistic investment approach combining top-down macro analysis with bottom-up research, offering separately managed accounts, third-party asset management programs, and private credit funds for accredited or qualified investors.

Andrew Herzog is a CFP® with three years of industry experience, currently serving as an advisor at The Watchman Group, Inc. in Plano, TX. His prior experience includes roles at Beacon Pointe Advisors, Wisniewski Wealth Management, and Northwestern Mutual. 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 using a combination of fundamental, quantitative, and qualitative analysis, primarily implementing discretionary strategies.

John Howard is a financial advisor at Howard Financial Services, Ltd. in Dallas, TX, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Howard Financial Services, Inc. since 2003. Howard serves as a board member of the Camp John Marc Foundation, which operates a camp for disabled or impaired children. Howard Financial Services, Ltd. is a fee-only wealth management firm that provides personalized investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm employs strategic asset allocation across various asset classes and manages most client accounts on a discretionary basis.

James Zimmerman is a CFP® with 19 years of industry experience and has been with Beaird Harris Wealth Management, Inc. since 2015. He holds Series 63 and Series 66 licenses and is based in Dallas, TX. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, pension and participant-directed retirement plans, and business entities. The firm employs Modern Portfolio Theory through diversified, low-cost mutual funds and ETFs, incorporates alternative investments, and operates in affiliation with a certified public accounting firm, offering access to specialized fund offerings and tax-managed investment strategies.

Robert Badger is a financial advisor at Dash Investments with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Dash Investments in 2025, he worked at Fisher Investments, Bank of America, Merrill, JPMorgan Chase Bank, J.P. Morgan Securities LLC, and Thrivent Financial. Dash Investments provides discretionary portfolio management and comprehensive financial planning services primarily to individuals, high-net-worth clients, estates, and trusts with at least $1,000,000 in investable assets. The firm employs a long-term, value-oriented investment approach focused on a limited number of industries, integrating financial planning and tax analysis into client relationships.

Wayne Goldstein is a financial advisor at Atlas with Series 65 and Series 66 licenses and one year of industry experience. He has worked at Atlas and Spreadwise since 2025 and previously held positions at Planet Healthcare, Kencor Health, and Merrill. Outside of finance, he is the owner of Boca Raton Podiatry and Sports Medicine Institute. Atlas provides wealth management and financial planning services to individuals, families, trusts, estates, businesses, and pooled investment vehicles. The firm employs a primarily long-term, index-based investment approach supplemented by internally managed equity and bond strategies and offers both discretionary and non-discretionary portfolio management.

Steven Zurlis is a financial advisor at Astra Wealth Management Group with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including Purshe Kaplan Sterling Investments and Wells Fargo Advisors. He owns and operates Zurlis Wealth Management, LLC, a separate investment-related business. Astra Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $1.3 billion in assets. The firm employs a combination of fundamental, technical, cyclical, and charting analysis to build portfolios using mutual funds, ETFs, individual securities, options, and structured products tailored to client goals and risk tolerances.